阿帕卢萨 2023 Q2 美股持仓列表
持有股票数：39，总市值：$ 5,389,198,749.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| NVDA | 英伟达 | 1,020,000 | $431,480,400 | 8.01% |
| META | Meta | 1,502,500 | $431,187,450 | 8% |
| MSFT | 微软 | 1,240,000 | $422,269,600 | 7.84% |
| AMZN | 亚马逊 | 3,162,500 | $412,263,500 | 7.65% |
| BABA | 阿里巴巴 | 4,475,000 | $372,991,250 | 6.92% |
| UBER | 优步 | 7,150,000 | $308,665,500 | 5.73% |
| GOOG | 谷歌C | 2,310,000 | $279,440,700 | 5.19% |
| AMD | AMD | 2,310,000 | $263,132,100 | 4.88% |
| INTC | 英特尔 | 6,775,000 | $226,556,000 | 4.2% |
| QCOM | 高通 | 1,850,000 | $220,224,000 | 4.09% |
| TSM | 台积电 | 1,775,000 | $179,133,000 | 3.32% |
| BIDU | 百度 | 1,275,000 | $174,560,250 | 3.24% |
| FDX | 联邦快递 | 650,000 | $161,135,000 | 2.99% |
| ET | | 9,781,876 | $124,229,825 | 2.31% |
| ETE | 能源转换 | 9,781,876 | $124,229,825 | 2.31% |
| MRVL | 迈成尔科技 | 1,750,000 | $104,615,000 | 1.94% |
| AVGO | 博通 | 120,000 | $104,091,600 | 1.93% |
| UNH | 联合健康 | 200,000 | $96,128,000 | 1.78% |
| AAPL | 苹果 | 480,000 | $93,105,600 | 1.73% |
| MU | 美光科技 | 1,400,000 | $88,354,000 | 1.64% |
| EQT | | 2,060,000 | $84,727,800 | 1.57% |
| M | | 5,000,000 | $80,250,000 | 1.49% |
| LRCX | 拉姆研究 | 120,000 | $77,143,200 | 1.43% |
| JD | 京东 | 1,875,000 | $63,993,750 | 1.19% |
| SNPS | 新思科技 | 145,000 | $63,134,450 | 1.17% |
| CZR | | 1,235,000 | $62,947,950 | 1.17% |
| ASML | 阿斯麦 | 80,000 | $57,980,000 | 1.08% |
| PDD | 拼多多 | 750,000 | $51,855,000 | 0.96% |
| AR | | 1,960,000 | $45,138,800 | 0.84% |
| CDNS | 铿腦电子 | 190,000 | $44,558,800 | 0.83% |
| ANET | Arista Networks | 250,000 | $40,515,000 | 0.75% |
| SWN | | 4,800,000 | $28,848,000 | 0.54% |
| CHKEZ | | 250,000 | $18,670,000 | 0.35% |
| CHK | | 203,000 | $16,987,040 | 0.32% |
| EPD | | 495,980 | $13,069,073 | 0.24% |
| CHKEL | | 150,000 | $9,981,000 | 0.19% |
| MPLX | | 182,325 | $6,188,111 | 0.11% |
使用说明
中国概念股列表股票分类参考表* 以上分类由本站划分，并不科学，仅供参考。
* 不同季度报告的持仓市值单位可能不同，有的是美元，有的是千美元，本站暂未做处理，请自行留意。