Vontobel Asset Management Inc 13F 持仓 · 最近申报 2024年Q1
Vontobel Asset Management 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 180.78 亿美元。前几大持仓：MSFT（8.02%）、AMZN（6.99%）、MA（5.10%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $1.45B | 8.02% | 3.2M | 减持 |
| 2 | AMZN | AMAZON COM INC | $1.26B | 6.99% | 6.6M | 增持 |
| 3 | MA | MASTERCARD INCORPORATED | $921.2M | 5.10% | 1.8M | 减持 |
| 4 | KO | COCA COLA CO | $915.4M | 5.06% | 14.1M | 减持 |
| 5 | CME | CME GROUP INC | $787.8M | 4.36% | 3.4M | 减持 |
| 6 | UNH | UNITEDHEALTH GROUP INC | $769.1M | 4.25% | 1.5M | 减持 |
| 7 | BSX | BOSTON SCIENTIFIC CORP | $728.4M | 4.03% | 10.0M | 减持 |
| 8 | ABT | ABBOTT LABS | $722.4M | 4.00% | 6.0M | 减持 |
| 9 | MDLZ | MONDELEZ INTL INC | $718.9M | 3.98% | 9.7M | 减持 |
| 10 | GOOG | ALPHABET INC | $665.1M | 3.68% | 4.1M | 减持 |
| 11 | BDX | BECTON DICKINSON & CO | $598.1M | 3.31% | 2.3M | 增持 |
| 12 | RBA | RB GLOBAL INC | $538.3M | 2.98% | 6.7M | 增持 |
| 13 | ADBE | ADOBE INC | $520.3M | 2.88% | 975,076 | 增持 |
| 14 | V | VISA INC | $473.0M | 2.62% | 1.6M | 减持 |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $468.6M | 2.59% | 3.3M | 减持 |
| 16 | TMO | THERMO FISHER SCIENTIFIC INC | $443.2M | 2.45% | 718,886 | 减持 |
| 17 | SNPS | SYNOPSYS INC | $392.9M | 2.17% | 649,504 | 增持 |
| 18 | VMC | VULCAN MATLS CO | $365.5M | 2.02% | 1.3M | 减持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $355.6M | 1.97% | 2.4M | 减持 |
| 20 | INTU | INTUIT | $341.7M | 1.89% | 503,275 | 减持 |
| 21 | CASY | CASEYS GEN STORES INC | $326.8M | 1.81% | 981,614 | 减持 |
| 22 | NOW | SERVICENOW INC | $283.5M | 1.57% | 351,134 | 减持 |
| 23 | BKNG | BOOKING HOLDINGS INC | $264.2M | 1.46% | 68,458 | 减持 |
| 24 | SHW | SHERWIN WILLIAMS CO | $258.2M | 1.43% | 698,068 | 减持 |
| 25 | PEP | PEPSICO INC | $250.7M | 1.39% | 1.4M | 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