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FOCUSED INVESTORS FUND L P
特别关注No.1312 数据截至 2024Q2| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2024 市值 | Q2 2024 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 Elevance健康ELV |
| 7.83% | 7.83% | $2.50亿 | 48.2万股 | $2.50亿 | 48.2万股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 6.44% | 6.44% | $2.06亿 | 56.6万股 | $2.06亿 | 56.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 6.35% | 6.35% | $2.03亿 | 48.2万股 | $2.03亿 | 48.2万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 6.08% | 6.08% | $1.94亿 | 122.6万股 | $1.94亿 | 122.6万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 5.84% | 5.84% | $1.86亿 | 37.7万股 | $1.86亿 | 37.7万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 5.69% | 5.69% | $1.82亿 | 113.6万股 | $1.82亿 | 113.6万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 5.15% | 5.15% | $1.65亿 | 131.0万股 | $1.65亿 | 131.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 5% | 5% | $1.60亿 | 169.6万股 | $1.60亿 | 169.6万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 4.74% | 4.74% | $1.51亿 | 52.3万股 | $1.51亿 | 52.3万股 | 00.00% | 持仓不变 |
 高盛GS |
| 4.58% | 4.58% | $1.46亿 | 35.0万股 | $1.46亿 | 35.0万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 4.01% | 4.01% | $1.28亿 | 45.4万股 | $1.28亿 | 45.4万股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 3.93% | 3.93% | $1.26亿 | 70.8万股 | $1.26亿 | 70.8万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 3.85% | 3.85% | $1.23亿 | 48.2万股 | $1.23亿 | 48.2万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 3.78% | 3.78% | $1.21亿 | 98.6万股 | $1.21亿 | 98.6万股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 3.39% | 3.39% | $1.08亿 | 22.6万股 | $1.08亿 | 22.6万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 3.36% | 3.36% | $1.07亿 | 47.2万股 | $1.07亿 | 47.2万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 3.23% | 3.23% | $1.03亿 | 101.7万股 | $1.03亿 | 101.7万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 3.19% | 3.19% | $1.02亿 | 47.8万股 | $1.02亿 | 47.8万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 3.17% | 3.17% | $1.01亿 | 57.9万股 | $1.01亿 | 57.9万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 3.03% | 3.03% | $9,661.4万 | 21.2万股 | $9,661.4万 | 21.2万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.82% | 2.82% | $9,008.8万 | 23.5万股 | $9,008.8万 | 23.5万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 2.52% | 2.52% | $8,059.4万 | 82.6万股 | $8,059.4万 | 82.6万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 2.02% | 2.02% | $6,448.7万 | 105.4万股 | $6,448.7万 | 105.4万股 | 00.00% | 持仓不变 |
