Sturgeon Ventures LLP
- SEC CIK
- 0001720346
- 最新申報
- 2023/10/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 43
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.73 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 63,913 | $1,507 萬 | 8.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,356 | $1,348 萬 | 7.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 20,524 | $1,096 萬 | 6.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 9,060 | $605.1 萬 | 3.5% | – | – | 歷史 |
| OMCLOmnicell, Inc. | COM | 46,181 | $599.8 萬 | 3.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 10,655 | $555.8 萬 | 3.2% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 39,364 | $541.8 萬 | 3.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 43,235 | $528.1 萬 | 3.1% | – | – | 歷史 |
| AZTAAzenta, Inc. | COM | 62,781 | $512.6 萬 | 3.0% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 65,233 | $512.1 萬 | 3.0% | – | – | 歷史 |
| TRMBTrimble Inc. | COM | 63,032 | $490.3 萬 | 2.8% | – | – | 歷史 |
| DTDynatrace, Inc. | Stock | 101,003 | $487.2 萬 | 2.8% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 19,591 | $485.4 萬 | 2.8% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 35,633 | $482.8 萬 | 2.8% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 39,272 | $477.9 萬 | 2.8% | – | – | 歷史 |
| PEGAPegasystems Inc | COM | 40,009 | $457.5 萬 | 2.6% | – | – | 歷史 |
| AMEAmetek Inc | COM | 34,507 | $440.8 萬 | 2.5% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 16,337 | $433.6 萬 | 2.5% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,801 | $428.7 萬 | 2.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,379 | $423.5 萬 | 2.4% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 14,748 | $408.7 萬 | 2.4% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 21,357 | $389.8 萬 | 2.3% | – | – | 歷史 |
| IRBTiRobot Corp | COM | 30,739 | $375.6 萬 | 2.2% | – | – | 歷史 |
| ICADIcad Inc | COM NEW | 167,672 | $355.8 萬 | 2.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,994 | $349.8 萬 | 2.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,444 | $334.6 萬 | 1.9% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 15,105 | $327.9 萬 | 1.9% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 12,537 | $304.4 萬 | 1.8% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 21,470 | $296.1 萬 | 1.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,377 | $284.0 萬 | 1.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,594 | $265.9 萬 | 1.5% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 14,566 | $199.5 萬 | 1.2% | – | – | 歷史 |
| AYXAlteryx, Inc. | COM CL A | 23,697 | $196.6 萬 | 1.1% | – | – | 歷史 |
| STXSStereotaxis, Inc. | COM NEW | 255,931 | $172.0 萬 | 1.0% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 18,840 | $167.9 萬 | 1.0% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 2,700 | $160.7 萬 | 0.9% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,747 | $132.2 萬 | 0.8% | – | – | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,365 | $108.1 萬 | 0.6% | – | – | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 1,000 | $22.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 2,946 | $17.4 萬 | 0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 298 | $9.80 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,220 | $8.40 萬 | <0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 510 | $4.70 萬 | <0.1% | – | – | – |