Howard Hughes Medical Institute 13F 持仓 · 2026年Q2
Howard Hughes Medical Institute 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 4.45 亿美元。前几大持仓：NVDA（14.47%）、AAPL（12.91%）、GOOGL（11.53%）。本季前 25 大持仓中：增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $64.4M | 14.47% | 322,105 | 持平 |
| 2 | AAPL | APPLE INC | $57.5M | 12.91% | 198,755 | 持平 |
| 3 | GOOGL | ALPHABET INC | $51.3M | 11.53% | 143,665 | 持平 |
| 4 | MSFT | MICROSOFT CORP | $38.2M | 8.57% | 102,314 | 持平 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.9M | 7.16% | 66,773 | 持平 |
| 6 | AMZN | AMAZON COM INC | $31.7M | 7.11% | 132,871 | 持平 |
| 7 | AVGO | BROADCOM INC | $24.6M | 5.52% | 65,028 | 持平 |
| 8 | MU | MICRON TECHNOLOGY INC | $18.1M | 4.07% | 15,704 | 持平 |
| 9 | META | META PLATFORMS INC | $17.3M | 3.89% | 30,787 | 持平 |
| 10 | TSLA | TESLA INC | $17.3M | 3.89% | 41,177 | 持平 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $13.1M | 2.95% | 22,624 | 持平 |
| 12 | ASML | ASML HLDG NV | $10.8M | 2.41% | 5,405 | 持平 |
| 13 | INTC | INTEL CORP | $8.0M | 1.79% | 57,142 | 持平 |
| 14 | AMAT | APPLIED MATLS INC | $7.9M | 1.78% | 10,984 | 持平 |
| 15 | LRCX | LAM RESEARCH CORP | $7.5M | 1.69% | 17,396 | 持平 |
| 16 | CSCO | CISCO SYS INC | $5.9M | 1.33% | 50,326 | 持平 |
| 17 | KLAC | KLA CORP | $5.5M | 1.24% | 18,250 | 增持 |
| 18 | NFLX | NETFLIX INC. | $4.2M | 0.94% | 58,670 | 持平 |
| 19 | TXN | TEXAS INSTRS INC | $3.8M | 0.85% | 12,645 | 持平 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 0.82% | 13,023 | 持平 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $3.6M | 0.81% | 30,757 | 持平 |
| 22 | ORCL | ORACLE CORP | $3.5M | 0.78% | 23,851 | 持平 |
| 23 | QCOM | QUALCOMM INC | $2.7M | 0.62% | 14,838 | 持平 |
| 24 | DIS | DISNEY WALT CO | $2.4M | 0.53% | 24,660 | 持平 |
| 25 | SAP | SAP SE | $2.3M | 0.51% | 14,868 | 持平 |
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