Pacad Investment Ltd. 13F 持仓 · 最近申报 2020年Q2
Pacad Investment 在 2020年Q2（报告期截至 2020-06-30）的 SEC 13F 申报中报告了 1,041 只证券，申报市值合计 3.58 亿美元。前几大持仓：AMZN（6.96%）、NFLX（3.25%）、META（2.18%）。本季前 25 大持仓中：新建仓 10 只、增持 13 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $24.9M | 6.96% | 9,025 | 减持 |
| 2 | NFLX | NETFLIX INC | $11.6M | 3.25% | 25,534 | 增持 |
| 3 | META | FACEBOOK INC | $7.8M | 2.18% | 34,340 | 增持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $7.6M | 2.12% | 144,252 | 新建仓 |
| 5 | MU | MICRON TECHNOLOGY INC | $5.8M | 1.62% | 112,878 | 新建仓 |
| 6 | BAC | BK OF AMERICA CORP | $5.2M | 1.46% | 219,841 | 增持 |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $4.6M | 1.29% | 21,377 | 增持 |
| 8 | LOW | LOWES COS INC | $3.9M | 1.08% | 28,527 | 新建仓 |
| 9 | WFC | WELLS FARGO CO NEW | $3.9M | 1.08% | 151,543 | 增持 |
| 10 | ZM | ZOOM VIDEO COMMUNICATIONS IN | $3.8M | 1.06% | 14,916 | 新建仓 |
| 11 | BYND | BEYOND MEAT INC | $3.0M | 0.85% | 22,673 | 新建仓 |
| 12 | DKNG | DRAFTKINGS INC | $3.0M | 0.84% | 90,061 | 新建仓 |
| 13 | ABBV | ABBVIE INC | $2.9M | 0.81% | 29,543 | 新建仓 |
| 14 | SCHW | SCHWAB CHARLES CORP | $2.9M | 0.81% | 85,474 | 增持 |
| 15 | INTC | INTEL CORP | $2.6M | 0.73% | 43,751 | 新建仓 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $2.6M | 0.72% | 25,768 | 新建仓 |
| 17 | V | VISA INC | $2.4M | 0.66% | 12,205 | 增持 |
| 18 | LULU | LULULEMON ATHLETICA INC | $2.3M | 0.63% | 7,213 | 增持 |
| 19 | ROST | ROSS STORES INC | $2.2M | 0.62% | 26,134 | 增持 |
| 20 | GM | GENERAL MTRS CO | $2.1M | 0.58% | 81,781 | 增持 |
| 21 | TJX | TJX COS INC NEW | $2.1M | 0.58% | 40,865 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.57% | 21,732 | 增持 |
| 23 | RTX | RAYTHEON TECHNOLOGIES CORP | $2.0M | 0.56% | 32,441 | 新建仓 |
| 24 | CHTR | CHARTER COMMUNICATIONS INC N | $2.0M | 0.55% | 3,851 | 减持 |
| 25 | INTU | INTUIT | $1.9M | 0.52% | 6,259 | 增持 |
来源：SEC 13F 申报文件 · 截至 2020-06-30
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