EagleClaw Capital Managment, LLC 13F 持仓 · 2026年Q2
EagleClaw Capital Managment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 145 只证券，申报市值合计 7.45 亿美元。前几大持仓：TPL（9.02%）、NVDA（4.92%）、AAPL（3.66%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $67.2M | 9.02% | 153,629 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $36.7M | 4.92% | 183,401 | 减持 |
| 3 | AAPL | APPLE INC | $27.3M | 3.66% | 94,398 | 减持 |
| 4 | PANW | PALO ALTO NETWORKS INC | $26.9M | 3.61% | 78,978 | 减持 |
| 5 | CAT | CATERPILLAR INC | $19.4M | 2.61% | 18,255 | 减持 |
| 6 | GOOG | ALPHABET INC | $18.5M | 2.48% | 52,222 | 减持 |
| 7 | ABBV | ABBVIE INC | $18.1M | 2.42% | 71,774 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $17.3M | 2.32% | 52,906 | 增持 |
| 9 | ETN | EATON CORP PLC | $16.7M | 2.24% | 39,233 | 减持 |
| 10 | LB | LANDBRIDGE COMPANY LLC | $16.7M | 2.24% | 210,805 | 增持 |
| 11 | WPM | WHEATON PRECIOUS METALS CORP | $16.6M | 2.22% | 147,484 | 减持 |
| 12 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $16.3M | 2.19% | 358,216 | 增持 |
| 13 | NKE | NIKE INC | $16.0M | 2.15% | 390,091 | 减持 |
| 14 | HD | HOME DEPOT INC | $15.8M | 2.12% | 44,769 | 增持 |
| 15 | LIN | LINDE PLC | $14.9M | 1.99% | 28,635 | 减持 |
| 16 | PH | PARKER-HANNIFIN CORP | $14.3M | 1.91% | 14,575 | 增持 |
| 17 | APD | AIR PRODUCTS AND CHEMICALS I | $11.9M | 1.60% | 40,732 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $11.8M | 1.58% | 31,573 | 增持 |
| 19 | AMZN | AMAZON COM INC | $11.7M | 1.56% | 48,936 | 减持 |
| 20 | CVX | CHEVRON CORPORATION | $10.9M | 1.46% | 65,781 | 减持 |
| 21 | BKNG | BOOKING HOLDINGS INC | $10.7M | 1.44% | 60,210 | 增持 |
| 22 | TJX | TJX COS INC NEW | $10.0M | 1.34% | 66,140 | 增持 |
| 23 | FNV | FRANCO NEV CORP | $9.9M | 1.33% | 47,679 | 增持 |
| 24 | CACI | CACI INTL INC | $9.9M | 1.32% | 21,270 | 增持 |
| 25 | FCX | FREEPORT MCMORAN INC | $9.1M | 1.22% | 145,000 | 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