Jeereddi Investments, LP 13F 持仓 · 最近申报 2022年Q4
Jeereddi Investments 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 3,805.92 万美元。前几大持仓：SPY（28.64%）、VIPS（9.00%）、MA（6.60%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $10.9M | 28.64% | 28,500 | 减持 |
| 2 | VIPS | VIPSHOP HOLDINGS LIMITED | $3.4M | 9.00% | 251,100 | 减持 |
| 3 | MA | MASTERCARD INCORPORATED | $2.5M | 6.60% | 7,228 | 持平 |
| 4 | GOOGL | ALPHABET INC | $2.2M | 5.67% | 24,461 | 持平 |
| 5 | V | VISA INC | $1.6M | 4.28% | 7,843 | 持平 |
| 6 | MSFT | MICROSOFT CORP | $1.2M | 3.20% | 5,079 | 持平 |
| 7 | GOOG | ALPHABET INC | $1.2M | 3.18% | 13,658 | 持平 |
| 8 | FLT | FLEETCOR TECHNOLOGIES INC | $1.1M | 2.87% | 5,954 | 持平 |
| 9 | QQQ | INVESCO QQQ TR | $1.1M | 2.80% | 4,000 | 减持 |
| 10 | HDB | HDFC BANK LTD | $1.0M | 2.68% | 14,914 | 持平 |
| 11 | HCA | HCA HEALTHCARE INC | $798,587 | 2.10% | 3,328 | 持平 |
| 12 | DHT | DHT HOLDINGS INC | $780,756 | 2.05% | 87,923 | 持平 |
| 13 | FLR | FLUOR CORP NEW | $715,937 | 1.88% | 20,656 | 持平 |
| 14 | GLD | SPDR GOLD TR | $678,560 | 1.78% | 4,000 | 持平 |
| 15 | MHK | MOHAWK INDS INC | $671,688 | 1.76% | 6,571 | 持平 |
| 16 | CHTR | CHARTER COMMUNICATIONS INC N | $647,342 | 1.70% | 1,909 | 持平 |
| 17 | CWH | CAMPING WORLD HLDGS INC | $615,117 | 1.62% | 27,559 | 持平 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $616,107 | 1.62% | 8,271 | 持平 |
| 19 | UNH | UNITEDHEALTH GROUP INC | $572,064 | 1.50% | 1,079 | 持平 |
| 20 | BABA | ALIBABA GROUP HLDG LTD | $534,090 | 1.40% | 6,063 | 持平 |
| 21 | GRBK | GREEN BRICK PARTNERS INC | $511,907 | 1.35% | 21,127 | 持平 |
| 22 | RIG | TRANSOCEAN LTD | $435,744 | 1.14% | 95,558 | 持平 |
| 23 | MU | MICRON TECHNOLOGY INC | $425,480 | 1.12% | 8,513 | 持平 |
| 24 | DVA | DAVITA INC | $414,941 | 1.09% | 5,557 | 增持 |
| 25 | TROX | TRONOX HOLDINGS PLC | $350,935 | 0.92% | 25,597 | 新建仓 |
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