Seven Eight Capital, LP 13F 持仓 · 最近申报 2024年Q3
Seven Eight Capital 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 683 只证券，申报市值合计 11.14 亿美元。前几大持仓：TSM（0.78%）、MCK（0.73%）、MSFT（0.72%）。本季前 25 大持仓中：新建仓 9 只、增持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.6M | 0.78% | 49,735 | 新建仓 |
| 2 | MCK | MCKESSON CORP | $8.1M | 0.73% | 16,396 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $8.0M | 0.72% | 18,540 | 增持 |
| 4 | DXCM | DEXCOM INC | $7.9M | 0.71% | 117,272 | 增持 |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $7.8M | 0.70% | 209,500 | 增持 |
| 6 | RDDT | REDDIT INC | $7.6M | 0.68% | 115,539 | 新建仓 |
| 7 | NBIX | NEUROCRINE BIOSCIENCES INC | $7.5M | 0.67% | 64,883 | 增持 |
| 8 | GPN | GLOBAL PMTS INC | $7.4M | 0.66% | 71,778 | 新建仓 |
| 9 | NCLH | NORWEGIAN CRUISE LINE HLDG L | $7.3M | 0.66% | 357,920 | 增持 |
| 10 | EXC | EXELON CORP | $7.2M | 0.64% | 177,209 | 新建仓 |
| 11 | MRSH | MARSH & MCLENNAN COS INC | $6.9M | 0.62% | 31,053 | 增持 |
| 12 | HES | HESS CORP | $6.8M | 0.61% | 49,948 | 增持 |
| 13 | WCN | WASTE CONNECTIONS INC | $6.7M | 0.60% | 37,444 | 增持 |
| 14 | APH | AMPHENOL CORP NEW | $6.2M | 0.56% | 95,639 | 增持 |
| 15 | BA | BOEING CO | $6.2M | 0.56% | 40,711 | 增持 |
| 16 | EW | EDWARDS LIFESCIENCES CORP | $6.0M | 0.53% | 90,195 | 新建仓 |
| 17 | PM | PHILIP MORRIS INTL INC | $5.8M | 0.52% | 47,765 | 增持 |
| 18 | RMBS | RAMBUS INC DEL | $5.8M | 0.52% | 137,817 | 增持 |
| 19 | EXPD | EXPEDITORS INTL WASH INC | $5.7M | 0.51% | 43,000 | 增持 |
| 20 | STT | STATE STR CORP | $5.7M | 0.51% | 64,976 | 新建仓 |
| 21 | BP | BP PLC | $5.6M | 0.50% | 178,928 | 新建仓 |
| 22 | AZO | AUTOZONE INC | $5.3M | 0.48% | 1,689 | 新建仓 |
| 23 | DASH | DOORDASH INC | $5.2M | 0.47% | 36,524 | 增持 |
| 24 | HPE | HEWLETT PACKARD ENTERPRISE C | $5.2M | 0.47% | 254,348 | 增持 |
| 25 | LUMN | LUMEN TECHNOLOGIES INC | $5.2M | 0.47% | 733,396 | 新建仓 |
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