Banque Transatlantique SA 13F 持仓 · 2026年Q2
Banque Transatlantique SA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 494 只证券，申报市值合计 46.56 亿美元。前几大持仓：NVDA（10.74%）、MSFT（10.11%）、AMZN（7.94%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $500.2M | 10.74% | 2.7M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $470.9M | 10.11% | 1.1M | 增持 |
| 3 | AMZN | AMAZON COM INC | $369.5M | 7.94% | 1.6M | 增持 |
| 4 | AAPL | APPLE INC | $292.5M | 6.28% | 1.1M | 增持 |
| 5 | GOOG | ALPHABET INC | $257.7M | 5.53% | 814,120 | 增持 |
| 6 | GOOGL | ALPHABET INC | $217.5M | 4.67% | 655,999 | 增持 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $184.5M | 3.96% | 211,117 | 增持 |
| 8 | V | VISA INC | $164.6M | 3.53% | 480,885 | 减持 |
| 9 | WMT | WALMART INC | $140.6M | 3.02% | 1.3M | 增持 |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $107.9M | 2.32% | 293,899 | 减持 |
| 11 | MU | MICRON TECHNOLOGY INC | $80.7M | 1.73% | 70,284 | 增持 |
| 12 | ISRG | INTUITIVE SURGICAL INC | $77.3M | 1.66% | 147,317 | 减持 |
| 13 | KLAC | KLA CORP | $73.7M | 1.58% | 219,475 | 增持 |
| 14 | BSX | BOSTON SCIENTIFIC CORP | $71.3M | 1.53% | 914,874 | 增持 |
| 15 | AVGO | BROADCOM INC | $68.7M | 1.48% | 189,569 | 减持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $62.5M | 1.34% | 107,932 | 减持 |
| 17 | PANW | PALO ALTO NETWORKS INC | $61.9M | 1.33% | 322,533 | 增持 |
| 18 | SYK | STRYKER CORPORATION | $61.4M | 1.32% | 183,559 | 增持 |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $57.9M | 1.24% | 645,504 | 减持 |
| 20 | LLY | ELI LILLY & CO | $55.0M | 1.18% | 49,374 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $46.8M | 1.00% | 142,029 | 增持 |
| 22 | HD | HOME DEPOT INC | $44.5M | 0.96% | 131,121 | 增持 |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $43.6M | 0.94% | 112,248 | 增持 |
| 24 | SNPS | SYNOPSYS INC | $41.4M | 0.89% | 91,809 | 增持 |
| 25 | HWM | HOWMET AEROSPACE INC | $39.8M | 0.86% | 186,092 | 减持 |
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