Seaport Global Advisors, LLC 13F 持仓 · 最近申报 2024年Q3
Seaport Global Advisors 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 3,165.37 万美元。前几大持仓：APP（4.15%）、VST（3.56%）、NVDA（3.52%）。本季前 25 大持仓中：新建仓 6 只、增持 1 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $1.3M | 4.15% | 10,066 | 新建仓 |
| 2 | VST | VISTRA CORP | $1.1M | 3.56% | 9,495 | 持平 |
| 3 | NVDA | NVIDIA CORPORATION | $1.1M | 3.52% | 9,180 | 减持 |
| 4 | SHOP | SHOPIFY INC | $1.1M | 3.46% | 13,672 | 持平 |
| 5 | KKR | KKR & CO INC | $1.0M | 3.18% | 7,713 | 持平 |
| 6 | PEGA | PEGASYSTEMS INC | $992,197 | 3.13% | 13,575 | 减持 |
| 7 | MELI | MERCADOLIBRE INC | $978,785 | 3.09% | 477 | 减持 |
| 8 | ORCL | ORACLE CORP | $960,204 | 3.03% | 5,635 | 持平 |
| 9 | TOST | TOAST INC | $924,774 | 2.92% | 32,666 | 持平 |
| 10 | REGN | REGENERON PHARMACEUTICALS | $881,990 | 2.79% | 839 | 持平 |
| 11 | META | META PLATFORMS INC | $872,399 | 2.76% | 1,524 | 减持 |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | $865,677 | 2.73% | 2,349 | 持平 |
| 13 | U | UNITY SOFTWARE INC | $813,415 | 2.57% | 35,960 | 新建仓 |
| 14 | ALKS | ALKERMES PLC | $778,374 | 2.46% | 27,809 | 新建仓 |
| 15 | CPAY | CORPAY INC | $772,517 | 2.44% | 2,470 | 持平 |
| 16 | DASH | DOORDASH INC | $746,621 | 2.36% | 5,231 | 新建仓 |
| 17 | CRM | SALESFORCE INC | $743,123 | 2.35% | 2,715 | 持平 |
| 18 | CLH | CLEAN HARBORS INC | $735,765 | 2.32% | 3,044 | 持平 |
| 19 | RMD | RESMED INC | $733,581 | 2.32% | 3,005 | 持平 |
| 20 | GOOGL | ALPHABET INC | $721,448 | 2.28% | 4,350 | 减持 |
| 21 | LEN | LENNAR CORP | $722,173 | 2.28% | 3,852 | 新建仓 |
| 22 | KBH | KB HOME | $694,860 | 2.20% | 8,109 | 新建仓 |
| 23 | MEDP | MEDPACE HLDGS INC | $661,258 | 2.09% | 1,981 | 增持 |
| 24 | TWST | TWIST BIOSCIENCE CORP | $642,098 | 2.03% | 14,212 | 减持 |
| 25 | SNPS | SYNOPSYS INC | $639,571 | 2.02% | 1,263 | 持平 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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