Sciencast Management LP
- SEC CIK
- 0001653169
- 最新申報
- 2026/7/28
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/12 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 212
- 較 2023 年第 1 季 +55
- 總值
- $1.23 億
- 較 2023 年第 1 季 +$4,756 萬 (+63.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| FFIVF5, Inc. | Stock | 8,009 | $115.2 萬 | 0.9% | +8,009 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 23,274 | $115.5 萬 | 0.9% | +7,079+43.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,481 | $115.6 萬 | 0.9% | +5,481 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,679 | $115.6 萬 | 0.9% | +2,679+44.7% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 25,100 | $115.7 萬 | 0.9% | +25,100 | 新進 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 9,241 | $116.1 萬 | 0.9% | +9,241 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 19,300 | $116.1 萬 | 0.9% | +13,506+233.1% | 加碼 | 歷史 |
| MSMMSC Industrial Direct Co Inc | CL A | 12,161 | $116.4 萬 | 0.9% | +12,161 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,283 | $116.5 萬 | 0.9% | +5,283 | 新進 | 歷史 |
| CASYCaseys General Stores Inc | COM | 4,823 | $117.5 萬 | 1.0% | +4,823 | 新進 | 歷史 |
| ITTItt Inc. | COM | 12,511 | $117.7 萬 | 1.0% | +12,511 | 新進 | 歷史 |
| AFGAmerican Financial Group Inc | COM | 9,936 | $119.1 萬 | 1.0% | +9,936 | 新進 | 歷史 |
2023 年第 1 季之後清倉（123 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 123 檔。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 10,711 | $92.7 萬 | 1.2% | 歷史 |
| KBHKB Home | COM | 19,430 | $89.2 萬 | 1.2% | 歷史 |
| CLColgate Palmolive Co | Stock | 10,383 | $84.7 萬 | 1.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 11,547 | $83.8 萬 | 1.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 12,715 | $83.3 萬 | 1.1% | 歷史 |
| FISVFiserv Inc | Stock | 6,917 | $82.3 萬 | 1.1% | 歷史 |
| CNCCentene Corp | Stock | 12,321 | $82.2 萬 | 1.1% | 歷史 |
| BAXBaxter International Inc | Stock | 19,277 | $82.0 萬 | 1.1% | 歷史 |
| AEEAmeren Corp | COM | 9,050 | $79.7 萬 | 1.1% | 歷史 |
| HASHasbro, Inc. | COM | 13,007 | $78.8 萬 | 1.0% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 4,955 | $78.3 萬 | 1.0% | 歷史 |
| DUKDuke Energy CORP | Stock | 8,000 | $78.0 萬 | 1.0% | 歷史 |
| HESHess Corp | Stock | 5,867 | $77.5 萬 | 1.0% | 歷史 |
| HONHoneywell International Inc | COM | 3,964 | $76.6 萬 | 1.0% | 歷史 |
| COPConocoPhillips | Stock | 7,635 | $75.7 萬 | 1.0% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 21,688 | $75.1 萬 | 1.0% | 歷史 |
| MMM3M Co | Stock | 7,483 | $74.4 萬 | 1.0% | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,309 | $74.4 萬 | 1.0% | 歷史 |
| TDToronto Dominion Bank | Stock | 12,217 | $74.0 萬 | 1.0% | 歷史 |
| PAYXPaychex Inc | Stock | 6,806 | $72.4 萬 | 1.0% | 歷史 |
| EAElectronic Arts Inc. | COM | 5,759 | $72.2 萬 | 1.0% | 歷史 |
| CVSCVS Health Corp | Stock | 10,475 | $71.8 萬 | 1.0% | 歷史 |
| VMCVulcan Materials CO | COM | 3,652 | $71.0 萬 | 0.9% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 17,413 | $69.6 萬 | 0.9% | 歷史 |
| TTTrane Technologies plc | SHS | 3,952 | $69.4 萬 | 0.9% | 歷史 |
| GPNGlobal Payments Inc | Stock | 6,754 | $69.0 萬 | 0.9% | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,293 | $68.5 萬 | 0.9% | 歷史 |
| ADBEAdobe Inc. | Stock | 2,033 | $67.6 萬 | 0.9% | 歷史 |
| TXTTextron Inc | COM | 10,527 | $66.5 萬 | 0.9% | 歷史 |
| MCDMcDonalds Corp | Stock | 2,240 | $66.0 萬 | 0.9% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 14,739 | $65.7 萬 | 0.9% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 25,916 | $63.6 萬 | 0.8% | 歷史 |
| DHRDanaher Corp | Stock | 2,715 | $61.8 萬 | 0.8% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,197 | $61.1 萬 | 0.8% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 8,991 | $59.8 萬 | 0.8% | 歷史 |
| MGMMGM Resorts International | Stock | 14,104 | $59.5 萬 | 0.8% | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 3,508 | $58.5 萬 | 0.8% | 歷史 |
| AAAlcoa Corp | Stock | 16,602 | $58.5 萬 | 0.8% | 歷史 |
| RACEFerrari N.V. | COM | 1,930 | $57.2 萬 | 0.8% | 歷史 |
| SLBSLB Limited | Stock | 12,942 | $56.7 萬 | 0.8% | 歷史 |
| KKellanova | Stock | 8,002 | $56.5 萬 | 0.8% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 5,089 | $56.0 萬 | 0.7% | 歷史 |
| AGLagilon health, inc. | COM | 22,468 | $54.4 萬 | 0.7% | 歷史 |
| VZVerizon Communications Inc | Stock | 14,404 | $54.0 萬 | 0.7% | 歷史 |
| NDAQNasdaq, Inc. | COM | 9,792 | $53.9 萬 | 0.7% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,761 | $52.7 萬 | 0.7% | 歷史 |
| DPZDominos Pizza Inc | COM | 1,677 | $51.4 萬 | 0.7% | 歷史 |
| KLACKLA Corp | COM NEW | 1,338 | $51.4 萬 | 0.7% | 歷史 |
| WWDWoodward, Inc. | COM | 4,536 | $48.8 萬 | 0.6% | 歷史 |
| PRUPrudential Financial Inc | Stock | 6,001 | $46.9 萬 | 0.6% | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 5,546 | $46.4 萬 | 0.6% | 歷史 |
| RCIRogers Communications Inc | CL B | 9,517 | $46.2 萬 | 0.6% | 歷史 |
| INTUIntuit Inc. | Stock | 1,072 | $45.5 萬 | 0.6% | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,120 | $45.0 萬 | 0.6% | 歷史 |
| KKRKKR & Co. Inc. | COM | 9,242 | $44.5 萬 | 0.6% | 歷史 |
| UBSUBS Group AG | Stock | 22,900 | $43.8 萬 | 0.6% | 歷史 |
| MAMastercard Inc | Stock | 1,150 | $43.6 萬 | 0.6% | 歷史 |
| APHAmphenol Corp | CL A | 5,847 | $43.6 萬 | 0.6% | 歷史 |
| BNSBank of Nova Scotia | COM | 8,903 | $43.5 萬 | 0.6% | 歷史 |
| CPRTCopart Inc | COM | 5,304 | $43.2 萬 | 0.6% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 1,445 | $43.0 萬 | 0.6% | 歷史 |
| FICOFair Isaac Corp | COM | 572 | $42.8 萬 | 0.6% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 6,529 | $41.5 萬 | 0.6% | 歷史 |
| XUnited States Steel Corp | COM | 19,617 | $41.4 萬 | 0.5% | 歷史 |
| CPAYCorpay, Inc. | COM | 1,833 | $41.3 萬 | 0.5% | 歷史 |
| BACBank of America Corp | Stock | 14,800 | $39.9 萬 | 0.5% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 8,219 | $39.8 萬 | 0.5% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 6,931 | $39.3 萬 | 0.5% | 歷史 |
| STESTERIS plc | SHS USD | 1,830 | $38.3 萬 | 0.5% | 歷史 |
| MTDRMatador Resources Co | COM | 8,948 | $38.1 萬 | 0.5% | 歷史 |
| CNMCore & Main, Inc. | CL A | 14,163 | $37.8 萬 | 0.5% | 歷史 |
| FHIFederated Hermes, Inc. | CL B | 9,750 | $36.3 萬 | 0.5% | 歷史 |
| UMBFUmb Financial Corp | COM | 6,704 | $36.2 萬 | 0.5% | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 4,241 | $36.1 萬 | 0.5% | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,062 | $35.9 萬 | 0.5% | 歷史 |
| FTVFortive Corp | Stock | 5,600 | $35.8 萬 | 0.5% | 歷史 |
| LLYEli Lilly & Co | Stock | 818 | $35.6 萬 | 0.5% | 歷史 |
| WATWaters Corp | COM | 1,314 | $35.5 萬 | 0.5% | 歷史 |
| CMCCommercial Metals Co | Stock | 8,065 | $35.4 萬 | 0.5% | 歷史 |
| ORIOld Republic International Corp | COM | 13,830 | $35.1 萬 | 0.5% | 歷史 |
| CMCSAComcast Corp | Stock | 8,524 | $34.3 萬 | 0.5% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,309 | $34.1 萬 | 0.5% | 歷史 |
| ALBAlbemarle Corp | Stock | 1,725 | $33.8 萬 | 0.4% | 歷史 |
| TOLToll Brothers, Inc. | COM | 5,112 | $33.0 萬 | 0.4% | 歷史 |
| EXEExpand Energy Corp | COM | 4,245 | $32.8 萬 | 0.4% | 歷史 |
| OKTAOkta, Inc. | CL A | 4,151 | $31.4 萬 | 0.4% | 歷史 |
| CMSCMS Energy Corp | COM | 5,100 | $31.4 萬 | 0.4% | 歷史 |
| ONOn Semiconductor Corp | Stock | 3,813 | $30.7 萬 | 0.4% | 歷史 |
| PKGPackaging Corp of America | Stock | 2,302 | $30.3 萬 | 0.4% | 歷史 |
| ZSZscaler, Inc. | Stock | 2,641 | $30.0 萬 | 0.4% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 4,103 | $30.0 萬 | 0.4% | 歷史 |
| IOTSamsara Inc. | Stock | 15,613 | $29.6 萬 | 0.4% | 歷史 |
| DOCSDoximity, Inc. | CL A | 9,002 | $29.5 萬 | 0.4% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 4,000 | $29.1 萬 | 0.4% | 歷史 |
| INMDInMode Ltd. | SHS | 8,249 | $27.6 萬 | 0.4% | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 11,198 | $27.1 萬 | 0.4% | 歷史 |
| CSXCSX Corp | Stock | 8,504 | $27.0 萬 | 0.4% | 歷史 |
| ESTCElastic N.V. | ORD SHS | 4,626 | $26.6 萬 | 0.4% | 歷史 |
| NATINational Instruments Corp | COM | 4,500 | $26.1 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 955 | $26.1 萬 | 0.3% | 歷史 |