SRN Advisors, LLC 13F 持仓 · 最近申报 2025年Q2
SRN Advisors 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 1.10 亿美元。前几大持仓：NVDA（3.98%）、AVGO（3.23%）、COST（2.83%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $4.4M | 3.98% | 27,666 | 增持 |
| 2 | AVGO | BROADCOM INC | $3.5M | 3.23% | 12,872 | 增持 |
| 3 | COST | COSTCO WHSL CORP NEW | $3.1M | 2.83% | 3,143 | 增持 |
| 4 | V | VISA INC | $2.8M | 2.57% | 7,934 | 增持 |
| 5 | MA | MASTERCARD INCORPORATED | $2.7M | 2.47% | 4,824 | 增持 |
| 6 | PWR | QUANTA SVCS INC | $2.7M | 2.46% | 7,157 | 增持 |
| 7 | HOOD | ROBINHOOD MKTS INC | $2.2M | 2.03% | 23,824 | 减持 |
| 8 | KLAC | KLA CORP | $2.1M | 1.96% | 2,397 | 增持 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.1M | 1.92% | 9,305 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $2.0M | 1.87% | 4,120 | 减持 |
| 11 | BTDR | BITDEER TECHNOLOGIES GROUP | $2.0M | 1.86% | 177,778 | 新建仓 |
| 12 | CIFR | CIPHER MINING INC | $2.0M | 1.86% | 427,716 | 增持 |
| 13 | WULF | TERAWULF INC | $1.9M | 1.73% | 433,348 | 增持 |
| 14 | GRMN | GARMIN LTD | $1.8M | 1.66% | 8,724 | 增持 |
| 15 | CTAS | CINTAS CORP | $1.8M | 1.64% | 8,096 | 增持 |
| 16 | CORZ | CORE SCIENTIFIC INC NEW | $1.7M | 1.59% | 102,460 | 减持 |
| 17 | VRSK | VERISK ANALYTICS INC | $1.7M | 1.56% | 5,479 | 增持 |
| 18 | RIOT | RIOT PLATFORMS INC | $1.7M | 1.55% | 150,462 | 增持 |
| 19 | GWW | GRAINGER W W INC | $1.7M | 1.54% | 1,621 | 增持 |
| 20 | ACN | ACCENTURE PLC IRELAND | $1.5M | 1.39% | 5,089 | 减持 |
| 21 | CRCL | CIRCLE INTERNET GROUP INC | $1.5M | 1.39% | 8,439 | 新建仓 |
| 22 | HUBB | HUBBELL INC | $1.5M | 1.39% | 3,727 | 增持 |
| 23 | MSCI | MSCI INC | $1.5M | 1.33% | 2,528 | 增持 |
| 24 | MSTR | MICROSTRATEGY INC | $1.5M | 1.33% | 3,599 | 减持 |
| 25 | MPWR | MONOLITHIC PWR SYS INC | $1.4M | 1.30% | 1,953 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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