Foresight Group Ltd Liability Partnership 13F 持仓 · 2026年Q2
Foresight Group Ltd Liability Partnership 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 5.56 亿美元。前几大持仓：ECL（4.45%）、XYL（4.29%）、AWK（4.16%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ECL | ECOLAB INC | $24.7M | 4.45% | 88,745 | 减持 |
| 2 | XYL | XYLEM INC | $23.9M | 4.29% | 202,120 | 增持 |
| 3 | AWK | AMERICAN WTR WKS CO INC NEW | $23.1M | 4.16% | 174,231 | 减持 |
| 4 | A | AGILENT TECHNOLOGIES INC | $22.3M | 4.02% | 170,779 | 减持 |
| 5 | APTV | APTIV PLC | $22.3M | 4.02% | 369,767 | 减持 |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $21.7M | 3.90% | 43,414 | 减持 |
| 7 | TEL | TE CONNECTIVITY PLC | $21.3M | 3.84% | 105,882 | 减持 |
| 8 | ICLR | ICON PUB LTD CO | $20.6M | 3.71% | 119,181 | 增持 |
| 9 | GMED | GLOBUS MED INC | $19.8M | 3.56% | 254,030 | 减持 |
| 10 | STE | STERIS PLC | $18.8M | 3.38% | 89,732 | 减持 |
| 11 | DLR | DIGITAL RLTY TR INC | $18.2M | 3.28% | 100,750 | 减持 |
| 12 | DOC | HEALTHPEAK PROPERTIES INC | $17.5M | 3.15% | 808,489 | 增持 |
| 13 | TRMB | TRIMBLE INC | $17.0M | 3.06% | 336,440 | 减持 |
| 14 | ADSK | AUTODESK INC | $16.8M | 3.02% | 86,508 | 减持 |
| 15 | EQIX | EQUINIX INC | $16.3M | 2.93% | 15,493 | 减持 |
| 16 | AMT | AMERICAN TOWER CORP | $16.1M | 2.89% | 97,840 | 增持 |
| 17 | ROK | ROCKWELL AUTOMATION INC | $13.5M | 2.42% | 27,378 | 减持 |
| 18 | FSLR | FIRST SOLAR INC | $12.6M | 2.28% | 53,647 | 减持 |
| 19 | TT | TRANE TECHNOLOGIES PLC | $12.6M | 2.28% | 25,643 | 减持 |
| 20 | SW | SMURFIT WESTROCK PLC | $12.4M | 2.24% | 270,883 | 新建仓 |
| 21 | SNPS | SYNOPSYS INC | $12.2M | 2.20% | 27,577 | 减持 |
| 22 | CWEN | CLEARWAY ENERGY INC | $11.5M | 2.07% | 330,485 | 增持 |
| 23 | VLTO | VERALTO CORP | $11.2M | 2.02% | 127,342 | 减持 |
| 24 | VTR | VENTAS INC | $11.3M | 2.02% | 126,030 | 增持 |
| 25 | VGNT | VERSIGENT PLC | $10.6M | 1.90% | 262,320 | 新建仓 |
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