Chiron Investment Management, LLC 13F 持仓 · 最近申报 2024年Q4
Chiron Investment Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 3.00 亿美元。前几大持仓：MSFT（5.05%）、NVDA（4.96%）、AMZN（4.47%）。本季前 25 大持仓中：新建仓 5 只、增持 12 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $15.2M | 5.05% | 35,948 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $14.9M | 4.96% | 110,924 | 减持 |
| 3 | AMZN | AMAZON COM INC | $13.4M | 4.47% | 61,229 | 增持 |
| 4 | AAPL | APPLE INC | $12.1M | 4.03% | 48,337 | 减持 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $11.3M | 3.76% | 57,213 | 增持 |
| 6 | META | META PLATFORMS INC | $8.4M | 2.79% | 14,324 | 增持 |
| 7 | PM | PHILIP MORRIS INTL INC | $8.1M | 2.70% | 67,243 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.0M | 2.68% | 17,741 | 持平 |
| 9 | GOOG | ALPHABET INC | $7.8M | 2.61% | 41,176 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO. | $7.8M | 2.61% | 32,741 | 减持 |
| 11 | NOW | SERVICENOW INC | $7.4M | 2.46% | 6,971 | 减持 |
| 12 | ET | ENERGY TRANSFER L P | $6.7M | 2.24% | 343,777 | 持平 |
| 13 | GE | GE AEROSPACE | $6.7M | 2.23% | 40,124 | 增持 |
| 14 | NFLX | NETFLIX INC | $6.6M | 2.18% | 7,349 | 减持 |
| 15 | COST | COSTCO WHSL CORP NEW | $6.4M | 2.14% | 6,998 | 增持 |
| 16 | MA | MASTERCARD INCORPORATED | $5.8M | 1.92% | 10,933 | 增持 |
| 17 | PANW | PALO ALTO NETWORKS INC | $5.7M | 1.91% | 31,546 | 新建仓 |
| 18 | XOM | EXXON MOBIL CORP | $5.7M | 1.90% | 53,090 | 增持 |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $5.7M | 1.89% | 63,629 | 新建仓 |
| 20 | PGR | PROGRESSIVE CORP | $5.6M | 1.88% | 23,579 | 增持 |
| 21 | ANET | ARISTA NETWORKS INC | $5.5M | 1.84% | 50,032 | 新建仓 |
| 22 | WYNN | WYNN RESORTS LTD | $5.5M | 1.83% | 63,686 | 增持 |
| 23 | CRM | SALESFORCE INC | $5.4M | 1.79% | 16,104 | 新建仓 |
| 24 | ABT | ABBOTT LABS | $5.3M | 1.76% | 46,827 | 新建仓 |
| 25 | PYPL | PAYPAL HLDGS INC | $4.8M | 1.61% | 56,730 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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