Degroof Petercam Asset Management 13F 持仓 · 最近申报 2024年Q1
Degroof Petercam Asset Management 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 625 只证券，申报市值合计 83.17 亿美元。前几大持仓：MSFT（11.93%）、NVDA（5.04%）、GOOGL（3.70%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $992.4M | 11.93% | 2.4M | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $418.9M | 5.04% | 463,563 | 增持 |
| 3 | GOOGL | ALPHABET INC | $308.0M | 3.70% | 2.0M | 增持 |
| 4 | AMZN | AMAZON.COM INC | $180.6M | 2.17% | 1.0M | 增持 |
| 5 | PG | PROCTER & GAMBLE CO | $164.2M | 1.97% | 1.0M | 增持 |
| 6 | AAPL | APPLE INC | $153.0M | 1.84% | 892,455 | 减持 |
| 7 | MA | MASTERCARD INC -A- | $146.9M | 1.77% | 305,116 | 增持 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $136.8M | 1.64% | 1.0M | 增持 |
| 9 | DHR | DANAHER CORPORATION | $134.2M | 1.61% | 537,408 | 减持 |
| 10 | UNH | UNITEDHEALTH GROUP INC | $124.6M | 1.50% | 251,910 | 减持 |
| 11 | CRM | SALESFORCE INC | $121.4M | 1.46% | 402,909 | 增持 |
| 12 | SNPS | SYNOPSYS | $120.5M | 1.45% | 210,875 | 增持 |
| 13 | SPGI | S&P GLOBAL INC | $115.1M | 1.38% | 270,576 | 增持 |
| 14 | SYK | STRYKER CORPORATION | $112.3M | 1.35% | 313,683 | 减持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $110.6M | 1.33% | 190,320 | 减持 |
| 16 | MRSH | MARSH MC-LENNAN COS. INC. | $108.3M | 1.30% | 525,637 | 增持 |
| 17 | V | VISA INC | $106.1M | 1.28% | 380,150 | 增持 |
| 18 | BKNG | BOOKING HLDG | $104.9M | 1.26% | 28,916 | 增持 |
| 19 | LLY | ELI LILLY & CO | $102.4M | 1.23% | 131,681 | 增持 |
| 20 | ADBE | ADOBE INC | $96.3M | 1.16% | 190,745 | 减持 |
| 21 | NOW | SERVICENOW INC | $90.8M | 1.09% | 119,094 | 减持 |
| 22 | EW | EDWARDS LIFESCIENCES CORP | $86.2M | 1.04% | 901,982 | 增持 |
| 23 | INTU | INTUIT | $85.0M | 1.02% | 130,766 | 增持 |
| 24 | MCO | MOODYS CORP | $83.3M | 1.00% | 211,994 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $82.4M | 0.99% | 411,533 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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