Mirabaud Asset Management (France) SAS 13F 持仓 · 2026年Q2
Mirabaud Asset Management (France) SAS 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 2.22 亿美元。前几大持仓：UPST（11.03%）、UBER（10.40%）。本季前 25 大持仓中：新建仓 19 只、增持 4 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LCI INDS | $24.7M | 11.10% | 0 | 新建仓 | |
| 2 | UPST | UPSTART HLDGS INC | $24.5M | 11.03% | 0 | 增持 |
| 3 | UBER | UBER TECHNOLOGIES INC | $23.1M | 10.40% | 0 | 增持 |
| 4 | NTNX | NUTANIX INC | $22.9M | 10.31% | 0 | 新建仓 |
| 5 | BABA | ALIBABA GROUP HLDG LTD | $22.4M | 10.07% | 0 | 新建仓 |
| 6 | IRTC | IRHYTHM HOLDINGS INC | $12.9M | 5.79% | 0 | 新建仓 |
| 7 | NEEPRW | NEXTERA ENERGY CAP HLDGS INC | $11.9M | 5.35% | 0 | 增持 |
| 8 | LLYVK | LIBERTY MEDIA CORP DEL | $11.7M | 5.27% | 0 | 减持 |
| 9 | AKAM | AKAMAI TECHNOLOGIES INC | $11.5M | 5.18% | 0 | 新建仓 |
| 10 | RIVN | RIVIAN AUTOMOTIVE INC | $11.1M | 5.00% | 0 | 增持 |
| 11 | SNOW | SNOWFLAKE INC | $8.8M | 3.94% | 0 | 减持 |
| 12 | CYTK | CYTOKINETICS INC | $8.1M | 3.65% | 0 | 新建仓 |
| 13 | U | UNITY SOFTWARE INC | $7.9M | 3.55% | 0 | 新建仓 |
| 14 | STRK | STRATEGY INC | $7.1M | 3.21% | 0 | 新建仓 |
| 15 | SMCIP | SUPER MICRO COMPUTER INC | $6.9M | 3.10% | 0 | 新建仓 |
| 16 | COLL | COLLEGIUM PHARMACEUTICAL INC | $1.2M | 0.56% | 0 | 新建仓 |
| 17 | MAKEMYTRIP LIMITED MAURITIUS | $695,282 | 0.31% | 0 | 新建仓 | |
| 18 | HERBALIFE LTD | $627,556 | 0.28% | 0 | 新建仓 | |
| 19 | ITGR | INTEGER HLDGS CORP | $607,514 | 0.27% | 0 | 新建仓 |
| 20 | OMCL | OMNICELL COM | $592,802 | 0.27% | 0 | 新建仓 |
| 21 | CAKE | CHEESECAKE FACTORY INC | $472,040 | 0.21% | 0 | 新建仓 |
| 22 | JBLU | JETBLUE AIRWAYS CORP | $467,042 | 0.21% | 0 | 新建仓 |
| 23 | LIVANOVA PLC | $425,035 | 0.19% | 0 | 新建仓 | |
| 24 | UNIT | UNITI GROUP LLC | $419,952 | 0.19% | 0 | 新建仓 |
| 25 | REAL | THE REALREAL INC | $406,686 | 0.18% | 0 | 新建仓 |
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