本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Kavi Asset Management, LP (CIK 1641042) reported $120.8M across 12 reported positions in its SEC 13F filing for 2019-06-30. Largest positions: CARS ($42.2M, 34.92%), TMUS ($13.1M, 10.84%), ARMK ($12.6M, 10.39%), CNC ($10.0M, 8.30%), MSTR ($8.1M, 6.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CARS | CARS COM INC | $42.2M | 34.92% | 2.1M | Added |
| 2 | TMUS | T MOBILE US INC | $13.1M | 10.84% | 176,893 | New |
| 3 | ARMK | ARAMARK | $12.6M | 10.39% | 348,410 | New |
| 4 | CNC | CENTENE CORP DEL | $10.0M | 8.30% | 191,281 | New |
| 5 | MSTR | MICROSTRATEGY INC | $8.1M | 6.73% | 56,802 | Added |
| 6 | CELG | CELGENE CORP | $6.5M | 5.36% | 70,000 | New |
| 7 | SE | SEA LTD | $6.0M | 4.97% | 180,552 | Trimmed |
| 8 | STML | STEMLINE THERAPEUTICS INC | $5.9M | 4.91% | 387,313 | Trimmed |
| 9 | AVTR | AVANTOR INC | $5.0M | 4.16% | 263,265 | New |
| 10 | FICO | FAIR ISAAC CORP | $4.1M | 3.42% | 13,140 | New |
| 11 | ELAN | ELANCO ANIMAL HEALTH INC | $3.9M | 3.27% | 116,755 | New |
| 12 | WSC | WILLSCOT CORP | $3.3M | 2.73% | 219,077 | Trimmed |
| 13 | BIDU | BAIDU INC | $0 | 0.00% | 0 | Exited |
| 14 | FIZZ | NATIONAL BEVERAGE CORP | $0 | 0.00% | 0 | Exited |
| 15 | FOXA | FOX CORP | $0 | 0.00% | 0 | Exited |
| 16 | HRTX | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
| 17 | IQ | IQIYI INC | $0 | 0.00% | 0 | Exited |
| 18 | NBIS | YANDEX N V | $0 | 0.00% | 0 | Exited |
| 19 | NIHD | NII HLDGS INC | $0 | 0.00% | 0 | Exited |
| 20 | NTNX | NUTANIX INC | $0 | 0.00% | 0 | Exited |
| 21 | PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | Exited |
| 22 | TLND | TALEND S A | $0 | 0.00% | 0 | Exited |
| 23 | VALE | VALE S A | $0 | 0.00% | 0 | Exited |
| 24 | XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | Exited |
| 25 | XRX | XEROX CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2019-06-30