Grey Street Capital, LLC 13F 持仓 · 最近申报 2024年Q1
Grey Street Capital 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 487 只证券，申报市值合计 7.39 亿美元。前几大持仓：LLY（3.89%）、NVDA（3.86%）、ACN（3.66%）。本季前 25 大持仓中：新建仓 4 只、增持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $28.7M | 3.89% | 36,907 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $28.5M | 3.86% | 32,193 | 增持 |
| 3 | ACN | ACCENTURE PLC IRELAND | $27.0M | 3.66% | 77,944 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $23.5M | 3.18% | 55,772 | 增持 |
| 5 | AAPL | APPLE INC | $20.7M | 2.80% | 120,525 | 新建仓 |
| 6 | VRTX | VERTEX PHARMACEUTICALS INC | $18.5M | 2.50% | 44,186 | 增持 |
| 7 | META | META PLATFORMS INC | $16.3M | 2.21% | 33,557 | 增持 |
| 8 | AMZN | AMAZON COM INC | $15.2M | 2.06% | 84,458 | 增持 |
| 9 | GOOGL | ALPHABET INC | $10.3M | 1.39% | 68,029 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.7M | 1.31% | 23,082 | 增持 |
| 11 | ADBE | ADOBE INC | $8.4M | 1.14% | 16,645 | 增持 |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $8.4M | 1.14% | 26,239 | 增持 |
| 13 | GS | GOLDMAN SACHS GROUP INC | $8.4M | 1.13% | 20,073 | 增持 |
| 14 | AEM | AGNICO EAGLE MINES LTD | $8.1M | 1.09% | 135,171 | 增持 |
| 15 | AGI | ALAMOS GOLD INC NEW | $7.5M | 1.02% | 508,686 | 增持 |
| 16 | GOOG | ALPHABET INC | $7.6M | 1.02% | 49,698 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $7.2M | 0.98% | 36,153 | 增持 |
| 18 | SCHX | SCHWAB STRATEGIC TR | $6.8M | 0.91% | 108,766 | 新建仓 |
| 19 | XOM | EXXON MOBIL CORP | $6.5M | 0.87% | 55,592 | 增持 |
| 20 | V | VISA INC | $6.4M | 0.86% | 22,833 | 增持 |
| 21 | SCHD | SCHWAB STRATEGIC TR | $6.2M | 0.84% | 76,939 | 增持 |
| 22 | AVGO | BROADCOM INC | $5.6M | 0.76% | 4,209 | 新建仓 |
| 23 | FICO | FAIR ISAAC CORP | $5.4M | 0.73% | 4,307 | 新建仓 |
| 24 | NVO | NOVO-NORDISK A S | $4.7M | 0.64% | 36,403 | 增持 |
| 25 | XYZ | BLOCK INC | $4.7M | 0.64% | 55,735 | 增持 |
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