Opera Trading Capital 13F Holdings

CIK 0001661163 · PARIS, I0

As of Dec 31, 2018, Opera Trading Capital reported 87 positions worth $419.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ADVANCED MICRO DEVICES INC——12,135,289$29.5K7.03%
MICROCHIP TECHNOLOGY INC.——17,274,836$24.4K5.82%
CLEVELAND CLIFFS INC——16,000,000 7.9K4.27%
WORKDAY INC——13,006,650 5.9K3.79%
J2 GLOBAL INC——13,900,000 5.8K3.77%
INSULET CORP——8,662,000 2.3K2.94%
FORTIVE CORPFTV-PATechnology13,000 1.8K2.81%
DEXCOM INC——8,726,195 1.8K2.81%
HUBSPOT INC——8,000,000 1.5K2.73%
SEMPRA ENERGYSRE-PAUtilities115,000 1.0K2.63%
II VI INC——11,291,000 0.9K2.60%
SILICON LABORATORIES INC——10,317,000 0.9K2.60%
SQUARE INC——4,315,000 0.6K2.53%
SERVICENOW INC——7,400,000 0.3K2.46%
WORKDAY INC——5,000,000$9.8K2.35%
EXACT SCIENCES CORP——8,887,163$9.8K2.33%
DTE ENERGY CODTVUtilities186,300$9.6K2.30%
TERADYNE INC——8,000,000$9.5K2.26%
REALPAGE INC——7,010,374$9.1K2.16%
SOUTH JERSEY INDS INCSJIUUtilities195,000$9.0K2.16%
ALLEGHENY TECHNOLOGIES INC——5,080,000$8.5K2.04%
Sodastream International LtdSODAConsumer Cyclical59,307$8.5K2.04%
CROWN CASTLE INTL CORP NEWCCI-PAReal Estate8,000$8.4K2.01%
BARCLAYS BK PLCVXX1—173,666$8.0K1.90%
VANGUARD REAL ESTATE INDEX FUNDVNQ—104,384$7.8K1.86%