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
SUMWAY DEVELOPMENT LTD. (CIK 1644795) reported $426.9M across 12 reported positions in its SEC 13F filing for 2017-09-30. Largest positions: BABA ($122.9M, 28.79%), META ($119.8M, 28.07%), AMZN ($111.7M, 26.17%), TSLA ($20.9M, 4.89%), WB ($17.6M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $122.9M | 28.79% | 711,450 | Hold |
| 2 | META | FACEBOOK INC | $119.8M | 28.07% | 701,148 | Added |
| 3 | AMZN | AMAZON COM INC | $111.7M | 26.17% | 116,191 | Added |
| 4 | TSLA | TESLA INC | $20.9M | 4.89% | 61,197 | Added |
| 5 | WB | WEIBO CORP | $17.6M | 4.12% | 177,695 | Hold |
| 6 | ISRG | INTUITIVE SURGICAL INC | $13.9M | 3.25% | 13,245 | Hold |
| 7 | REGN | REGENERON PHARMACEUTICALS | $7.9M | 1.85% | 17,689 | Hold |
| 8 | TAL | TAL ED GROUP | $6.7M | 1.58% | 199,530 | Added |
| 9 | JKS | JINKOSOLAR HLDG CO LTD | $4.6M | 1.08% | 185,167 | Added |
| 10 | IRDM | IRIDIUM COMMUNICATIONS INC | $427,000 | 0.10% | 41,456 | Hold |
| 11 | MOMO | MOMO INC | $367,000 | 0.09% | 11,720 | New |
| 12 | NOAH | NOAH HLDGS LTD | $121,000 | 0.03% | 3,769 | Hold |
| 13 | JD | JD COM INC | $0 | 0.00% | 0 | Exited |
| 14 | TCOM | CTRIP COM INTL LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2017-09-30