Gyon Technologies Capital Management, LP 13F 持仓 · 最近申报 2022年Q4
Gyon Technologies Capital Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 483 只证券，申报市值合计 2.67 亿美元。前几大持仓：WCC（1.66%）、SNY（1.41%）、KBR（1.34%）。本季前 25 大持仓中：新建仓 5 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WCC | WESCO INTL INC | $4.4M | 1.66% | 35,447 | 减持 |
| 2 | SNY | SANOFI | $3.8M | 1.41% | 77,722 | 减持 |
| 3 | KBR | KBR INC | $3.6M | 1.34% | 67,918 | 增持 |
| 4 | META | META PLATFORMS INC | $3.5M | 1.33% | 29,446 | 增持 |
| 5 | WBS | WEBSTER FINL CORP | $3.2M | 1.19% | 67,253 | 减持 |
| 6 | VYX | NCR CORP NEW | $3.0M | 1.12% | 128,144 | 增持 |
| 7 | WSC | WILLSCOT MOBIL MINI HLDNG CO | $2.9M | 1.09% | 64,518 | 增持 |
| 8 | SCHW | SCHWAB CHARLES CORP | $2.9M | 1.07% | 34,429 | 新建仓 |
| 9 | AXP | AMERICAN EXPRESS CO | $2.8M | 1.05% | 18,914 | 新建仓 |
| 10 | CNI | CANADIAN NATL RY CO | $2.8M | 1.04% | 23,485 | 增持 |
| 11 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.8M | 1.04% | 26,584 | 增持 |
| 12 | MIR | MIRION TECHNOLOGIES INC | $2.7M | 1.01% | 409,626 | 增持 |
| 13 | QCOM | QUALCOMM INC | $2.7M | 1.01% | 24,639 | 减持 |
| 14 | TDG | TRANSDIGM GROUP INC | $2.7M | 1.01% | 4,302 | 增持 |
| 15 | FTAI | FTAI AVIATION LTD | $2.7M | 1.00% | 156,708 | 新建仓 |
| 16 | AIG | AMERICAN INTL GROUP INC | $2.6M | 0.97% | 41,148 | 减持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.97% | 39,994 | 增持 |
| 18 | CBOE | CBOE GLOBAL MKTS INC | $2.6M | 0.96% | 20,419 | 减持 |
| 19 | PH | PARKER-HANNIFIN CORP | $2.6M | 0.96% | 8,812 | 新建仓 |
| 20 | ASML | ASML HOLDING N V | $2.5M | 0.94% | 4,590 | 增持 |
| 21 | C | CITIGROUP INC | $2.5M | 0.92% | 54,215 | 新建仓 |
| 22 | ESAB | ESAB CORPORATION | $2.4M | 0.91% | 52,079 | 减持 |
| 23 | MRK | MERCK & CO INC | $2.4M | 0.90% | 21,796 | 增持 |
| 24 | VMC | VULCAN MATLS CO | $2.4M | 0.90% | 13,810 | 减持 |
| 25 | FLEX | FLEX LTD | $2.4M | 0.89% | 110,625 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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