Axxion S.A. 13F 持仓 · 2026年Q2
Axxion 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 515 只证券，申报市值合计 14.05 亿美元。前几大持仓：CVNA（9.02%）、CACC（6.38%）、META（5.26%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $126.7M | 9.02% | 1.9M | 新建仓 |
| 2 | CACC | CREDIT ACCEP CORP MICH | $89.6M | 6.38% | 140,739 | 新建仓 |
| 3 | META | META PLATFORMS INC | $73.9M | 5.26% | 149,642 | 新建仓 |
| 4 | GOOGL | ALPHABET INC | $59.1M | 4.21% | 165,421 | 新建仓 |
| 5 | IBKR | INTERACTIVE BROKERS GROUP IN | $57.4M | 4.09% | 660,000 | 新建仓 |
| 6 | MSFT | MICROSOFT CORP | $39.4M | 2.80% | 120,335 | 新建仓 |
| 7 | AAPL | APPLE INC | $28.0M | 1.99% | 110,232 | 新建仓 |
| 8 | AMZN | AMAZON COM INC | $28.0M | 1.99% | 133,913 | 新建仓 |
| 9 | NVDA | NVIDIA CORPORATION | $24.7M | 1.76% | 123,395 | 新建仓 |
| 10 | LLY | ELI LILLY & CO | $21.0M | 1.49% | 17,502 | 新建仓 |
| 11 | YUMC | YUM CHINA HLDGS INC | $18.5M | 1.31% | 520,000 | 新建仓 |
| 12 | HTHT | H WORLD GROUP LTD | $17.9M | 1.28% | 430,000 | 新建仓 |
| 13 | MU | MICRON TECHNOLOGY INC | $15.6M | 1.11% | 13,503 | 新建仓 |
| 14 | GOOG | ALPHABET INC | $15.0M | 1.07% | 42,528 | 新建仓 |
| 15 | JPM | JPMORGAN CHASE & CO | $14.5M | 1.03% | 44,349 | 新建仓 |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 1.01% | 19 | 新建仓 |
| 17 | B | BARRICK MNG CORP | $13.9M | 0.99% | 430,250 | 新建仓 |
| 18 | OKTA | OKTA INC | $14.0M | 0.99% | 102,300 | 新建仓 |
| 19 | ORCL | ORACLE CORP | $13.9M | 0.99% | 94,585 | 新建仓 |
| 20 | UBER | UBER TECHNOLOGIES INC | $14.0M | 0.99% | 193,380 | 新建仓 |
| 21 | CCJ | CAMECO CORP | $13.8M | 0.98% | 135,650 | 新建仓 |
| 22 | NEM | NEWMONT CORP | $12.7M | 0.90% | 136,080 | 新建仓 |
| 23 | CRM | SALESFORCE INC | $12.6M | 0.89% | 80,133 | 新建仓 |
| 24 | V | VISA INC | $12.2M | 0.87% | 35,675 | 新建仓 |
| 25 | GRBK | GREEN BRICK PARTNERS INC | $10.8M | 0.77% | 135,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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