One01 Capital, LP 13F 持仓 · 最近申报 2023年Q3
One01 Capital 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 8,228.38 万美元。前几大持仓：MSFT（10.04%）、GOOGL（8.78%）、BILL（8.52%）。本季前 25 大持仓中：新建仓 6 只、增持 6 只、减持 6 只、清仓 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $8.3M | 10.04% | 26,167 | 增持 |
| 2 | GOOGL | ALPHABET INC | $7.2M | 8.78% | 55,194 | 减持 |
| 3 | BILL | BILL HOLDINGS INC | $7.0M | 8.52% | 64,600 | 减持 |
| 4 | META | META PLATFORMS INC | $6.9M | 8.36% | 22,902 | 增持 |
| 5 | FMX | FOMENTO ECONOMICO MEXICANO S | $6.5M | 7.88% | 59,395 | 减持 |
| 6 | FLEX | FLEX LTD | $5.5M | 6.70% | 204,375 | 减持 |
| 7 | PANW | PALO ALTO NETWORKS INC | $5.4M | 6.58% | 23,100 | 增持 |
| 8 | CHTR | CHARTER COMMUNICATIONS INC N | $5.4M | 6.53% | 12,213 | 新建仓 |
| 9 | AMZN | AMAZON COM INC | $5.4M | 6.52% | 42,200 | 新建仓 |
| 10 | VMW | VMWARE INC | $4.3M | 5.22% | 25,800 | 新建仓 |
| 11 | UBER | UBER TECHNOLOGIES INC | $3.6M | 4.40% | 78,700 | 新建仓 |
| 12 | NVDA | NVIDIA CORPORATION | $3.5M | 4.27% | 8,070 | 增持 |
| 13 | CX | CEMEX SAB DE CV | $3.2M | 3.86% | 488,988 | 增持 |
| 14 | SNOW | SNOWFLAKE INC | $2.7M | 3.29% | 17,700 | 增持 |
| 15 | USFD | US FOODS HLDG CORP | $2.6M | 3.17% | 65,801 | 减持 |
| 16 | AVGO | BROADCOM INC | $2.1M | 2.52% | 2,500 | 新建仓 |
| 17 | SNPS | SYNOPSYS INC | $2.1M | 2.51% | 4,500 | 减持 |
| 18 | FN | FABRINET | $699,804 | 0.85% | 4,200 | 新建仓 |
| 19 | ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | 清仓 |
| 20 | AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | 清仓 |
| 21 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | 清仓 |
| 22 | SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 23 | STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | 清仓 |
| 24 | TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | 清仓 |
| 25 | ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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