SALT Holding Corp. 13F 持仓 · 2026年Q2
SALT Holding 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1.89 亿美元。前几大持仓：VOD（26.77%）、RACE（13.17%）、AZN（9.37%）。本季前 25 大持仓中：新建仓 3 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOD | VODAFONE GROUP PLC | $50.5M | 26.77% | 3.8M | 持平 |
| 2 | RACE | FERRARI N V | $24.9M | 13.17% | 66,772 | 持平 |
| 3 | AZN | ASTRAZENECA PLC | $17.7M | 9.37% | 93,250 | 持平 |
| 4 | NOK | NOKIA CORP | $14.3M | 7.56% | 1.1M | 持平 |
| 5 | BUD | ANHEUSER BUSCH INBEV SA NV | $12.7M | 6.73% | 154,173 | 持平 |
| 6 | GSK | GSK PLC | $12.3M | 6.54% | 235,459 | 新建仓 |
| 7 | NVO | NOVO-NORDISK A S | $12.3M | 6.51% | 256,134 | 持平 |
| 8 | NVS | NOVARTIS AG | $10.5M | 5.55% | 66,844 | 持平 |
| 9 | STM | STMICROELECTRONICS N V | $9.4M | 5.00% | 125,900 | 减持 |
| 10 | BTI | BRITISH AMERN TOB PLC | $5.9M | 3.13% | 95,589 | 持平 |
| 11 | DEO | DIAGEO PLC | $2.6M | 1.36% | 31,855 | 持平 |
| 12 | UL | UNILEVER PLC | $2.2M | 1.18% | 36,900 | 新建仓 |
| 13 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.2M | 1.17% | 198,500 | 减持 |
| 14 | FRO | FRONTLINE PLC | $2.2M | 1.16% | 62,700 | 持平 |
| 15 | ASML | ASML HLDG NV | $1.4M | 0.77% | 728 | 持平 |
| 16 | MT | ARCELORMITTAL SA LUXEMBOURG | $1.2M | 0.63% | 19,700 | 持平 |
| 17 | SAP | SAP SE | $1.0M | 0.54% | 6,632 | 持平 |
| 18 | LOGI | LOGITECH INTL S A | $918,113 | 0.49% | 9,763 | 持平 |
| 19 | STLA | STELLANTIS N.V | $863,830 | 0.46% | 150,493 | 持平 |
| 20 | SHEL | SHELL PLC | $770,593 | 0.41% | 9,938 | 持平 |
| 21 | EQNR | EQUINOR ASA | $690,800 | 0.37% | 22,000 | 持平 |
| 22 | QGEN | QIAGEN NV | $705,755 | 0.37% | 18,050 | 新建仓 |
| 23 | MIAX | MIAMI INTL HLDGS INC | $563,829 | 0.30% | 15,173 | 持平 |
| 24 | ARGX | ARGENX SE | $463,885 | 0.25% | 500 | 持平 |
| 25 | WDS | WOODSIDE ENERGY GROUP LTD | $461,903 | 0.24% | 23,908 | 持平 |
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