Bessemer Securities LLC 13F 持仓 · 最近申报 2023年Q3
Bessemer Securities 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 7,221.50 万美元。前几大持仓：MSFT（7.16%）、AAPL（5.48%）、GOOG（3.14%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $5.2M | 7.16% | 16,367 | 减持 |
| 2 | AAPL | APPLE INC | $4.0M | 5.48% | 23,106 | 减持 |
| 3 | GOOG | ALPHABET INC CLASS C | $2.3M | 3.14% | 17,186 | 减持 |
| 4 | AMZN | AMAZON.COM INC | $2.2M | 3.10% | 17,621 | 减持 |
| 5 | V | VISA INC | $2.0M | 2.73% | 8,574 | 减持 |
| 6 | NVDA | NVIDIA CORP | $1.9M | 2.66% | 4,422 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $1.6M | 2.24% | 11,170 | 减持 |
| 8 | CVX | CHEVRON CORP | $1.1M | 1.56% | 6,685 | 减持 |
| 9 | META | META PLATFORMS INC | $1.1M | 1.55% | 3,731 | 减持 |
| 10 | MSI | MOTOROLA SOLUTIONS INC | $1.1M | 1.54% | 4,086 | 减持 |
| 11 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 1.51% | 2,169 | 减持 |
| 12 | BAC | BANK OF AMERICA CORP | $1.1M | 1.47% | 38,895 | 减持 |
| 13 | AVGO | BROADCOM INC | $1.1M | 1.46% | 1,273 | 减持 |
| 14 | WMT | WALMART INC | $1.0M | 1.40% | 6,328 | 减持 |
| 15 | ETN | EATON CORP PLC | $947,000 | 1.31% | 4,438 | 减持 |
| 16 | SLB | SCHLUMBERGER LTD | $840,000 | 1.16% | 14,400 | 减持 |
| 17 | HWM | HOWMET AEROSPACE INC | $805,000 | 1.11% | 17,398 | 减持 |
| 18 | ORCL | ORACLE CORP | $788,000 | 1.09% | 7,439 | 减持 |
| 19 | NOC | NORTHROP GRUMMAN CORP | $737,000 | 1.02% | 1,674 | 减持 |
| 20 | COR | CENCORA INC | $731,000 | 1.01% | 4,061 | 减持 |
| 21 | NEE | NEXTERA ENERGY INC | $726,000 | 1.01% | 12,667 | 减持 |
| 22 | BJ | BJS WHOLESALE CLUB HOLDIN | $664,000 | 0.92% | 9,299 | 减持 |
| 23 | TRU | TRANSUNION | $648,000 | 0.90% | 9,027 | 减持 |
| 24 | COST | COSTCO WHSL CORP NEW | $642,000 | 0.89% | 1,136 | 减持 |
| 25 | CPRT | COPART INC | $622,000 | 0.86% | 14,426 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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