La Financiere DE L'Echiquier 13F 持仓 · 最近申报 2024年Q2
La Financiere DE L'Echiquier 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 22.94 亿美元。前几大持仓：MSFT（8.68%）、AMZN（8.62%）、NVDA（7.32%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $199.0M | 8.68% | 445,256 | 减持 |
| 2 | AMZN | AMAZON COM INC | $197.6M | 8.62% | 1.0M | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $167.8M | 7.32% | 1.4M | 增持 |
| 4 | V | VISA INC | $129.8M | 5.66% | 494,500 | 减持 |
| 5 | GOOGL | ALPHABET INC | $109.2M | 4.76% | 599,584 | 减持 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $101.2M | 4.41% | 582,278 | 减持 |
| 7 | FMX | FOMENTO ECONOMICO MEXICANO S | $83.6M | 3.64% | 776,241 | 增持 |
| 8 | MA | MASTERCARD INCORPORATED | $82.5M | 3.59% | 186,894 | 增持 |
| 9 | ACN | ACCENTURE PLC IRELAND | $71.7M | 3.13% | 236,394 | 增持 |
| 10 | LIN | LINDE PLC | $68.2M | 2.97% | 155,431 | 增持 |
| 11 | SYK | STRYKER CORPORATION | $62.3M | 2.72% | 183,058 | 增持 |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $61.9M | 2.70% | 111,877 | 增持 |
| 13 | DDOG | DATADOG INC | $61.0M | 2.66% | 470,297 | 增持 |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $59.5M | 2.59% | 155,242 | 减持 |
| 15 | NOW | SERVICENOW INC | $57.3M | 2.50% | 72,782 | 增持 |
| 16 | BDX | BECTON DICKINSON & CO | $42.0M | 1.83% | 179,719 | 新建仓 |
| 17 | ZS | ZSCALER INC | $40.6M | 1.77% | 211,000 | 增持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $40.1M | 1.75% | 118,195 | 减持 |
| 19 | EW | EDWARDS LIFESCIENCES CORP | $39.5M | 1.72% | 427,971 | 减持 |
| 20 | MELI | MERCADOLIBRE INC | $39.5M | 1.72% | 24,055 | 减持 |
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | $36.9M | 1.61% | 117,448 | 增持 |
| 22 | AVGO | BROADCOM INC | $34.7M | 1.51% | 21,598 | 增持 |
| 23 | SNOW | SNOWFLAKE INC | $31.2M | 1.36% | 230,600 | 增持 |
| 24 | NET | CLOUDFLARE INC | $30.9M | 1.35% | 372,600 | 减持 |
| 25 | LLY | LILLY ELI & CO | $29.4M | 1.28% | 32,500 | 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