阿帕卢萨 2023 Q4 美股持仓列表
持有股票数：40，总市值：$ 5,790,984,844.00
| 代码 |
公司 |
持股数 |
持股市值 |
占比 |
| META | Meta | 1,850,000 | $654,826,000 | 11.31% |
| MSFT | 微软 | 1,700,000 | $639,268,000 | 11.04% |
| AMZN | 亚马逊 | 3,950,000 | $600,163,000 | 10.36% |
| NVDA | 英伟达 | 790,000 | $391,223,800 | 6.76% |
| UBER | 优步 | 6,000,000 | $369,420,000 | 6.38% |
| BABA | 阿里巴巴 | 4,350,000 | $337,168,500 | 5.82% |
| GOOG | 谷歌C | 2,300,000 | $324,139,000 | 5.6% |
| AMD | AMD | 2,010,000 | $296,294,100 | 5.12% |
| INTC | 英特尔 | 4,600,000 | $231,150,000 | 3.99% |
| FDX | 联邦快递 | 650,000 | $164,430,500 | 2.84% |
| QCOM | 高通 | 1,000,000 | $144,630,000 | 2.5% |
| ORCL | 甲骨文 | 1,325,000 | $139,694,750 | 2.41% |
| ET | | 9,781,876 | $134,989,889 | 2.33% |
| ETE | 能源转换 | 9,781,876 | $134,989,889 | 2.33% |
| PDD | 拼多多 | 775,000 | $113,390,250 | 1.96% |
| CZR | | 2,250,000 | $105,480,000 | 1.82% |
| UNH | 联合健康 | 200,000 | $105,294,000 | 1.82% |
| MU | 美光科技 | 1,215,000 | $103,688,100 | 1.79% |
| LRCX | 拉姆研究 | 118,000 | $92,424,680 | 1.6% |
| M | | 4,450,000 | $89,534,000 | 1.55% |
| EQT | | 2,060,000 | $79,639,600 | 1.38% |
| UPS | 联合包裹 | 500,000 | $78,615,000 | 1.36% |
| BIDU | 百度 | 625,000 | $74,431,250 | 1.29% |
| ASML | 阿斯麦 | 80,000 | $60,553,600 | 1.05% |
| TSM | 台积电 | 500,000 | $52,000,000 | 0.9% |
| AR | | 2,000,000 | $45,360,000 | 0.78% |
| HCA | HCA控股 | 117,198 | $31,723,155 | 0.55% |
| SWN | | 4,800,000 | $31,440,000 | 0.54% |
| BEKE | 贝壳 | 1,705,000 | $27,638,050 | 0.48% |
| MPLX | | 660,000 | $24,235,200 | 0.42% |
| FMC | | 325,000 | $20,491,250 | 0.35% |
| CHKEZ | | 250,000 | $16,165,000 | 0.28% |
| CHK | | 203,000 | $15,618,820 | 0.27% |
| WHR | | 90,000 | $10,959,300 | 0.19% |
| NSC | 诺福克南方铁路运输 | 45,000 | $10,637,100 | 0.18% |
| MHK | | 95,000 | $9,832,500 | 0.17% |
| GM | 通用汽车 | 265,000 | $9,518,800 | 0.16% |
| CHKEL | | 150,000 | $8,961,000 | 0.15% |
| MAS | | 130,000 | $8,707,400 | 0.15% |
| OC | | 25,000 | $3,705,750 | 0.06% |
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。