Richelieu Gestion SA 13F 持仓 · 最近申报 2024年Q1
Richelieu Gestion SA 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 9,730.40 万美元。前几大持仓：MSFT（5.85%）、AMZN（5.24%）、DIS（5.23%）。本季前 25 大持仓中：增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $5.7M | 5.85% | 13,528 | 增持 |
| 2 | AMZN | AMAZON.COM INC | $5.1M | 5.24% | 28,293 | 减持 |
| 3 | DIS | WALT DISNEY CO/THE | $5.1M | 5.23% | 41,601 | 减持 |
| 4 | GM | GENERAL MOTORS CO | $5.0M | 5.17% | 110,981 | 增持 |
| 5 | GOOGL | ALPHABET INC-CL A | $4.7M | 4.79% | 30,910 | 减持 |
| 6 | AAPL | APPLE INC | $3.3M | 3.37% | 19,121 | 增持 |
| 7 | NEE | NEXTERA ENERGY INC | $2.9M | 3.00% | 45,662 | 增持 |
| 8 | MBLY | MOBILEYE GLOBAL INC-A | $2.7M | 2.76% | 83,636 | 增持 |
| 9 | ALB | ALBEMARLE CORP | $2.5M | 2.62% | 19,325 | 持平 |
| 10 | PH | PARKER HANNIFIN CORP | $2.5M | 2.52% | 4,408 | 减持 |
| 11 | WMT | WALMART INC | $2.4M | 2.52% | 40,686 | 增持 |
| 12 | SYY | SYSCO CORP | $2.4M | 2.51% | 30,042 | 减持 |
| 13 | ADBE | ADOBE INC | $2.4M | 2.50% | 4,816 | 增持 |
| 14 | EMR | EMERSON ELECTRIC CO | $2.4M | 2.47% | 21,195 | 减持 |
| 15 | CNQ | CANADIAN NATURAL RESOURCES | $2.4M | 2.46% | 31,401 | 增持 |
| 16 | APD | AIR PRODUCTS & CHEMICALS INC | $2.4M | 2.42% | 9,729 | 持平 |
| 17 | T | AT&T INC | $2.3M | 2.39% | 131,946 | 减持 |
| 18 | CC | CHEMOURS CO/THE | $2.3M | 2.37% | 87,819 | 减持 |
| 19 | NKE | NIKE INC -CL B | $2.3M | 2.36% | 24,448 | 增持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $2.3M | 2.36% | 29,824 | 减持 |
| 21 | MU | MICRON TECHNOLOGY INC | $2.3M | 2.31% | 19,100 | 减持 |
| 22 | J | JACOBS SOLUTIONS INC | $2.2M | 2.25% | 14,215 | 减持 |
| 23 | CAT | CATERPILLAR INC | $2.2M | 2.24% | 5,958 | 减持 |
| 24 | QCOM | QUALCOMM INC | $2.2M | 2.23% | 12,791 | 减持 |
| 25 | TGT | TARGET CORP | $2.2M | 2.21% | 12,144 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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