Knowledge Leaders Capital, LLC 13F 持仓 · 最近申报 2024年Q2
Knowledge Leaders Capital 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 4,215.38 万美元。前几大持仓：APH（5.64%）、ADI（4.36%）、GRMN（4.13%）。本季前 25 大持仓中：增持 1 只、减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | $2.4M | 5.64% | 35,274 | 增持 |
| 2 | ADI | ANALOG DEVICES INC | $1.8M | 4.36% | 8,044 | 减持 |
| 3 | GRMN | GARMIN LTD | $1.7M | 4.13% | 10,696 | 减持 |
| 4 | KLAC | KLA CORP | $1.7M | 4.07% | 2,081 | 减持 |
| 5 | TT | TRANE TECHNOLOGIES PLC | $1.7M | 3.96% | 5,078 | 减持 |
| 6 | ECL | ECOLAB INC | $1.7M | 3.92% | 6,942 | 减持 |
| 7 | BSX | BOSTON SCIENTIFIC CORP | $1.6M | 3.82% | 20,907 | 减持 |
| 8 | LRCX | LAM RESEARCH CORP | $1.5M | 3.67% | 1,451 | 减持 |
| 9 | ACN | ACCENTURE PLC IRELAND | $1.5M | 3.65% | 5,078 | 减持 |
| 10 | GOOGL | ALPHABET INC | $1.5M | 3.63% | 8,406 | 减持 |
| 11 | NTAP | NETAPP INC | $1.5M | 3.63% | 11,864 | 减持 |
| 12 | A | AGILENT TECHNOLOGIES INC | $1.5M | 3.56% | 11,578 | 减持 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $1.5M | 3.47% | 2,647 | 减持 |
| 14 | MPWR | MONOLITHIC PWR SYS INC | $1.4M | 3.43% | 1,760 | 减持 |
| 15 | GPC | GENUINE PARTS CO | $1.4M | 3.37% | 10,272 | 减持 |
| 16 | INTU | INTUIT | $1.4M | 3.35% | 2,149 | 减持 |
| 17 | MU | MICRON TECHNOLOGY INC | $1.4M | 3.34% | 10,696 | 减持 |
| 18 | DHR | DANAHER CORPORATION | $1.4M | 3.30% | 5,573 | 减持 |
| 19 | AMZN | AMAZON COM INC | $1.4M | 3.23% | 7,040 | 减持 |
| 20 | KDP | KEURIG DR PEPPER INC | $1.3M | 3.05% | 38,461 | 减持 |
| 21 | PPG | PPG INDS INC | $1.2M | 2.88% | 9,632 | 减持 |
| 22 | HUBB | HUBBELL INC | $1.2M | 2.86% | 3,301 | 减持 |
| 23 | STE | STERIS PLC | $1.1M | 2.62% | 5,034 | 减持 |
| 24 | TRU | TRANSUNION | $1.1M | 2.61% | 14,852 | 减持 |
| 25 | MMM | 3M CO | $1.1M | 2.50% | 10,321 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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