Cowen And Company, LLC 13F 持仓 · 最近申报 2024年Q3
Cowen And Company 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 542 只证券，申报市值合计 29.69 亿美元。前几大持仓：NVDA（22.82%）、COIN（7.65%）、META（5.97%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $677.5M | 22.82% | 9.9M | 增持 |
| 2 | COIN | COINBASE GLOBAL INC | $227.2M | 7.65% | 1.3M | 减持 |
| 3 | META | META PLATFORMS INC | $177.4M | 5.97% | 309,820 | 减持 |
| 4 | AMZN | AMAZON COM INC | $146.4M | 4.93% | 1.3M | 增持 |
| 5 | MSFT | MICROSOFT CORP | $143.4M | 4.83% | 577,257 | 增持 |
| 6 | PTCT | PTC THERAPEUTICS INC | $133.2M | 4.49% | 3.6M | 减持 |
| 7 | AAPL | APPLE INC | $122.9M | 4.14% | 823,959 | 减持 |
| 8 | LLY | ELI LILLY & CO | $119.8M | 4.04% | 260,399 | 新建仓 |
| 9 | TSLA | TESLA INC | $80.7M | 2.72% | 308,553 | 增持 |
| 10 | TARS | TARSUS PHARMACEUTICALS INC | $72.3M | 2.43% | 2.2M | 持平 |
| 11 | GOOGL | ALPHABET INC | $71.9M | 2.42% | 971,577 | 新建仓 |
| 12 | BABA | ALIBABA GROUP HLDG LTD | $67.0M | 2.26% | 631,199 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $52.0M | 1.75% | 317,107 | 减持 |
| 14 | STOK | STOKE THERAPEUTICS INC | $39.9M | 1.34% | 3.2M | 减持 |
| 15 | ESTA | ESTABLISHMENT LABS HLDGS INC | $37.6M | 1.27% | 869,948 | 减持 |
| 16 | NKLAQ | NIKOLA CORP | $34.0M | 1.15% | 1.6M | 增持 |
| 17 | ET | ENERGY TRANSFER L P | $30.4M | 1.03% | 1.9M | 增持 |
| 18 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $23.3M | 0.78% | 2.2M | 增持 |
| 19 | URGN | UROGEN PHARMA LTD | $22.8M | 0.77% | 1.8M | 减持 |
| 20 | MERC | MERCER INTL INC | $22.3M | 0.75% | 3.3M | 持平 |
| 21 | AACT | ARES ACQUISITION CORP II | $21.3M | 0.72% | 2.0M | 减持 |
| 22 | RCKT | ROCKET PHARMACEUTICALS INC | $20.3M | 0.68% | 1.1M | 持平 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $19.5M | 0.66% | 523,644 | 新建仓 |
| 24 | SMFG | SUMITOMO MITSUI FINL GROUP I | $19.7M | 0.66% | 1.6M | 减持 |
| 25 | STHO | STAR HLDGS | $18.3M | 0.62% | 1.3M | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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