NLB Skladi, upravljanje premozenja, d.o.o. 13F 持仓 · 2026年Q2
NLB Skladi, upravljanje premozenja, d.o.o. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 358 只证券，申报市值合计 26.37 亿美元。前几大持仓：NVDA（5.99%）、TSM（5.00%）、GOOGL（4.60%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $158.0M | 5.99% | 789,460 | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $131.9M | 5.00% | 276,275 | 减持 |
| 3 | GOOGL | ALPHABET INC | $121.3M | 4.60% | 339,543 | 减持 |
| 4 | AAPL | APPLE INC | $120.9M | 4.58% | 417,786 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $93.1M | 3.53% | 249,672 | 增持 |
| 6 | AMZN | AMAZON COM INC | $86.3M | 3.27% | 361,898 | 增持 |
| 7 | AVGO | BROADCOM INC | $86.0M | 3.26% | 227,658 | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $84.5M | 3.20% | 73,175 | 增持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $62.2M | 2.36% | 107,159 | 减持 |
| 10 | LRCX | LAM RESEARCH CORP | $53.3M | 2.02% | 123,064 | 增持 |
| 11 | DELL | DELL TECHNOLOGIES INC | $50.4M | 1.91% | 116,906 | 减持 |
| 12 | META | META PLATFORMS INC | $46.8M | 1.78% | 83,169 | 增持 |
| 13 | LLY | ELI LILLY & CO | $43.1M | 1.63% | 35,936 | 减持 |
| 14 | INTC | INTEL CORP | $40.5M | 1.54% | 290,276 | 减持 |
| 15 | TSLA | TESLA INC | $32.2M | 1.22% | 76,648 | 增持 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $30.1M | 1.14% | 258,378 | 增持 |
| 17 | ANET | ARISTA NETWORKS INC | $29.5M | 1.12% | 173,835 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $29.4M | 1.12% | 89,911 | 减持 |
| 19 | AMAT | APPLIED MATLS INC | $28.8M | 1.09% | 39,786 | 减持 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $27.7M | 1.05% | 93,091 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.1M | 1.03% | 54,186 | 减持 |
| 22 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $25.8M | 0.98% | 94,746 | 持平 |
| 23 | GE | GE AEROSPACE | $25.4M | 0.96% | 67,914 | 增持 |
| 24 | V | VISA INC | $24.8M | 0.94% | 72,168 | 增持 |
| 25 | KLAC | KLA CORP | $24.4M | 0.92% | 80,810 | 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