阿帕卢萨 2024 Q2 美股持仓列表

持有股票数:37,总市值:$ 6,175,369,744.00

代码 公司 持股数 持股市值 占比
BABA阿里巴巴10,500,000$756,000,00012.24%
AMZN亚马逊3,475,000$671,543,75010.87%
MSFT微软1,181,356$528,007,0648.55%
METAMeta935,000$471,445,7007.63%
GOOG谷歌C1,925,000$353,083,5005.72%
ORCL甲骨文2,000,000$282,400,0004.57%
PDD拼多多1,940,000$257,923,0004.18%
AMDAMD1,370,000$222,227,7003.6%
ADBEAdobe360,000$199,994,4003.24%
QCOM高通840,000$167,311,2002.71%
FDX联邦快递550,000$164,912,0002.67%
MU美光科技1,175,000$154,547,7502.5%
BIDU百度1,665,000$143,989,2002.33%
ET7,704,428$124,965,8222.02%
ETE能源转换7,704,428$124,965,8222.02%
LRCX拉姆研究109,000$116,068,6501.88%
LYFT7,961,257$112,253,7241.82%
JD京东4,310,600$111,385,9041.8%
UBER优步1,500,000$109,020,0001.77%
UNH联合健康185,000$94,213,1001.53%
ASML阿斯麦87,500$89,488,8751.45%
CZR2,200,000$87,428,0001.42%
INTC英特尔2,780,000$86,096,6001.39%
NVDA英伟达690,000$85,242,6001.38%
UPS联合包裹605,000$82,794,2501.34%
TSM台积电460,000$79,952,6001.29%
EQT1,905,000$70,446,9001.14%
AR1,850,000$60,365,5000.98%
BA波音210,000$38,222,1000.62%
SWN4,440,000$29,881,2000.48%
BEKE贝壳2,085,000$29,502,7500.48%
MPLX611,500$26,043,7850.42%
M1,265,000$24,288,0000.39%
CHKEZ250,000$17,885,0000.29%
CHK188,000$15,451,7200.25%
CHKEL150,000$9,297,0000.15%

中概占比

持仓分类

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