Telligent Fund, LP
- SEC CIK
- 0001470723
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/28 申報。只含多頭部位。
- 持股檔數
- 26
- 2024 年第 3 季沒有申報
- 總值
- $1.05 億
- 2024 年第 3 季沒有申報
Telligent Fund, LP 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 126,000 | $1,692 萬 | 16.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 46,000 | $1,066 萬 | 10.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 11,000 | $849.2 萬 | 8.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,000 | $716.5 萬 | 6.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,000 | $644.1 萬 | 6.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 24,200 | $530.9 萬 | 5.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 50,000 | $420.8 萬 | 4.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,500 | $412.3 萬 | 3.9% | – | – | 歷史 |
| ANETArista Networks, Inc. | Stock | 32,000 | $353.7 萬 | 3.4% | – | – | 歷史 |
| ARMArm Holdings PLC | ADR | 27,000 | $333.1 萬 | 3.2% | – | – | 歷史 |
| LINLinde PLC | Stock | 7,200 | $301.4 萬 | 2.9% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 10,600 | $300.9 萬 | 2.9% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 10,000 | $300.5 萬 | 2.9% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 1,500 | $298.6 萬 | 2.8% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,000 | $296.2 萬 | 2.8% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 6,600 | $280.4 萬 | 2.7% | – | – | 歷史 |
| Hermes Intl Sca ADR42751Q105 | ADR | 11,000 | $262.9 萬 | 2.5% | – | – | – |
| AAPLApple Inc. | Stock | 10,000 | $250.4 萬 | 2.4% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 20,000 | $227.2 萬 | 2.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 6,000 | $199.1 萬 | 1.9% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,000 | $156.6 萬 | 1.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,000 | $152.4 萬 | 1.5% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 6,000 | $143.8 萬 | 1.4% | – | – | 歷史 |
| TSEMTower Semiconductor Ltd | SHS NEW | 25,000 | $128.8 萬 | 1.2% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,000 | $98.7 萬 | 0.9% | – | – | 歷史 |
| MSTRStrategy Inc | Stock | 3,000 | $86.9 萬 | 0.8% | – | – | 歷史 |