Nan Fung Trinity (Hk) Ltd 13F 持仓 · 2026年Q2
Nan Fung Trinity (Hk) 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 10.13 亿美元。前几大持仓：AMD（6.69%）、AMCR（5.13%）、PPG（4.76%）。本季前 25 大持仓中：增持 11 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | $67.8M | 6.69% | 116,700 | 减持 |
| 2 | AMCR | AMCOR PLC | $52.0M | 5.13% | 1.2M | 增持 |
| 3 | PPG | PPG INDS INC | $48.2M | 4.76% | 397,334 | 持平 |
| 4 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $40.9M | 4.04% | 638,675 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $36.1M | 3.56% | 180,240 | 减持 |
| 6 | HD | HOME DEPOT INC | $35.2M | 3.48% | 99,919 | 增持 |
| 7 | KT | KT CORP | $33.8M | 3.34% | 2.0M | 增持 |
| 8 | EIDO | ISHARES TR | $33.7M | 3.33% | 3.0M | 增持 |
| 9 | MBB | ISHARES TR | $33.0M | 3.26% | 349,200 | 持平 |
| 10 | OC | OWENS CORNING NEW | $29.6M | 2.92% | 186,324 | 增持 |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | $28.3M | 2.80% | 96,680 | 持平 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $28.4M | 2.80% | 68,335 | 减持 |
| 13 | IJH | ISHARES TR | $27.7M | 2.73% | 359,000 | 持平 |
| 14 | AMX | AMERICA MOVIL SAB DE CV | $27.4M | 2.71% | 1.1M | 减持 |
| 15 | MIRM | MIRUM PHARMACEUTICALS INC | $27.2M | 2.69% | 232,679 | 持平 |
| 16 | DHR | DANAHER CORP DEL | $24.1M | 2.38% | 126,500 | 增持 |
| 17 | TRVI | TREVI THERAPEUTICS INC | $22.6M | 2.23% | 1.2M | 增持 |
| 18 | META | META PLATFORMS INC | $21.0M | 2.08% | 37,360 | 增持 |
| 19 | PTGX | PROTAGONIST THERAPEUTICS INC | $19.7M | 1.94% | 160,670 | 持平 |
| 20 | ABVX | ABIVAX SA | $18.9M | 1.87% | 142,083 | 增持 |
| 21 | XHB | SPDR SERIES TRUST | $17.9M | 1.77% | 155,040 | 持平 |
| 22 | JD | JD.COM INC | $16.6M | 1.63% | 649,700 | 持平 |
| 23 | BBIO | BRIDGEBIO PHARMA INC | $16.3M | 1.61% | 219,215 | 持平 |
| 24 | MP | MP MATERIALS CORP | $15.9M | 1.57% | 283,050 | 持平 |
| 25 | PDD | PDD HOLDINGS INC | $15.8M | 1.56% | 207,699 | 增持 |
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