AtonRa Partners 13F 持仓 · 最近申报 2023年Q4
AtonRa Partners 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 124 只证券，申报市值合计 5,020.16 万美元。前几大持仓：DXCM（2.05%）、CRWD（2.03%）、SHOP（1.87%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DXCM | Dexcom Inc | $1.0M | 2.05% | 8,296 | 减持 |
| 2 | CRWD | CrowdStrike Holdings Inc | $1.0M | 2.03% | 3,987 | 减持 |
| 3 | SHOP | SHOPIFY INC | $940,019 | 1.87% | 12,067 | 减持 |
| 4 | PLTR | Palantir Technologies Inc | $901,477 | 1.80% | 52,503 | 减持 |
| 5 | TMDX | TransMedics Group Inc | $883,463 | 1.76% | 11,193 | 减持 |
| 6 | COIN | Coinbase Global Inc | $876,557 | 1.75% | 5,040 | 减持 |
| 7 | FOUR | SHIFT4 PAYMENTS INC | $828,594 | 1.65% | 11,146 | 减持 |
| 8 | XYZ | Block Inc | $823,236 | 1.64% | 10,643 | 减持 |
| 9 | MDGL | Madrigal Pharmaceuticals, Inc. | $794,328 | 1.58% | 3,433 | 减持 |
| 10 | SDGR | Schrodinger Inc | $769,199 | 1.53% | 21,486 | 减持 |
| 11 | SWAV | Shockwave Medical Inc | $766,432 | 1.53% | 4,022 | 减持 |
| 12 | EEFT | EURONET WORLDWIDE INC | $743,516 | 1.48% | 7,326 | 减持 |
| 13 | PODD | Insulet Corp | $745,109 | 1.48% | 3,434 | 减持 |
| 14 | DSGX | Descartes Systems Group | $726,146 | 1.45% | 8,639 | 增持 |
| 15 | AFRM | AFFIRM HOLDINGS INC | $679,606 | 1.35% | 13,830 | 减持 |
| 16 | EXAS | Exact Science Corp | $666,782 | 1.33% | 9,013 | 减持 |
| 17 | NBIX | Neurocrine Biosciences, Inc. | $659,064 | 1.31% | 5,002 | 减持 |
| 18 | INSP | Inspire Medical Systems Inc | $643,449 | 1.28% | 3,163 | 减持 |
| 19 | AMD | Advanced Micro Devices | $626,198 | 1.25% | 4,248 | 减持 |
| 20 | FSLR | First Solar Inc | $620,208 | 1.24% | 3,600 | 增持 |
| 21 | NVDA | Nvidia Corp | $615,558 | 1.23% | 1,243 | 减持 |
| 22 | PRCT | Procept Biorobotics Corp | $616,706 | 1.23% | 14,715 | 减持 |
| 23 | INTU | INTUIT COM | $606,279 | 1.21% | 970 | 减持 |
| 24 | MSTR | Microstrategy | $580,459 | 1.16% | 919 | 减持 |
| 25 | PACB | Pacific Biosciences of California Inc | $576,063 | 1.15% | 58,722 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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