Redpoint Investment Management Pty Ltd 13F 持仓 · 最近申报 2022年Q3
Redpoint Investment Management Pty 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 583 只证券，申报市值合计 6.84 亿美元。前几大持仓：MSFT（5.15%）、AMZN（3.20%）、GOOGL（1.74%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $35.2M | 5.15% | 151,124 | 减持 |
| 2 | AMZN | AMAZON COM INC | $21.9M | 3.20% | 193,728 | 减持 |
| 3 | GOOGL | ALPHABET INC | $11.9M | 1.74% | 124,314 | 增持 |
| 4 | GOOG | ALPHABET INC | $11.8M | 1.72% | 122,606 | 增持 |
| 5 | UNH | UNITEDHEALTH GROUP INC | $10.1M | 1.48% | 20,002 | 减持 |
| 6 | JNJ | JOHNSON & JOHNSON | $9.1M | 1.33% | 55,594 | 减持 |
| 7 | XOM | EXXON MOBIL CORP | $8.1M | 1.18% | 92,515 | 增持 |
| 8 | PLD | PROLOGIS INC. | $7.3M | 1.06% | 71,503 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.0M | 1.03% | 26,352 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $6.7M | 0.98% | 55,224 | 减持 |
| 11 | CASH | PATHWARD FINANCIAL INC | $6.6M | 0.96% | 48,632 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $6.5M | 0.95% | 62,222 | 减持 |
| 13 | PG | PROCTER AND GAMBLE CO | $6.4M | 0.94% | 50,851 | 减持 |
| 14 | V | VISA INC | $6.1M | 0.90% | 34,501 | 减持 |
| 15 | HD | HOME DEPOT INC | $6.0M | 0.88% | 21,818 | 减持 |
| 16 | CVX | CHEVRON CORP NEW | $5.9M | 0.86% | 41,043 | 增持 |
| 17 | LLY | LILLY ELI & CO | $5.6M | 0.82% | 17,414 | 减持 |
| 18 | PFE | PFIZER INC | $5.4M | 0.79% | 123,853 | 减持 |
| 19 | ABBV | ABBVIE INC | $5.2M | 0.76% | 38,632 | 减持 |
| 20 | EQIX | EQUINIX INC | $5.2M | 0.76% | 9,156 | 增持 |
| 21 | MA | MASTERCARD INCORPORATED | $5.2M | 0.76% | 18,165 | 减持 |
| 22 | KO | COCA COLA CO | $4.8M | 0.70% | 85,336 | 减持 |
| 23 | MRK | MERCK & CO INC | $4.8M | 0.70% | 55,512 | 减持 |
| 24 | PEP | PEPSICO INC | $4.8M | 0.70% | 29,508 | 减持 |
| 25 | BAC | BK OF AMERICA CORP | $4.6M | 0.68% | 152,929 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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