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UNTITLED INVESTMENTS LP
特别关注No.6281 数据截至 2026Q2环比变动 Q1 2026
-$1,159.1万-4.3%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 台积电TSM |
| 13.37% | 11.49% | $3,436.4万 | 7.2万股 | $3,084.9万 | 9.1万股 | -1.9万股-21.17% | 减仓 |
 NubankNU |
| 9.84% | 9.08% | $2,528.8万 | 189.3万股 | $2,438.9万 | 169.7万股 | +19.6万股+11.53% | 加仓 |
 江森自控JCI |
| 9.11% | 6.75% | $2,341.7万 | 16.0万股 | $1,813.9万 | 13.9万股 | +2.2万股+15.70% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 7.93% | 7.62% | $2,036.7万 | 117.3万股 | $2,047.1万 | 108.4万股 | +8.8万股+8.14% | 加仓 |
| KKASPI KZ JSCKSPI |
| 7.28% | 10.86% | $1,871.6万 | 21.6万股 | $2,916.7万 | 39.4万股 | -17.8万股-45.14% | 减仓 |
 希捷STX |
| 7.12% | — | $1,829.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 英伟达NVDA |
| 6.54% | 7.06% | $1,681.5万 | 8.4万股 | $1,896.4万 | 10.9万股 | -2.5万股-22.72% | 减仓 |
 微软MSFT |
| 6.33% | 7.92% | $1,626.7万 | 4.4万股 | $2,126.6万 | 5.7万股 | -1.4万股-24.09% | 减仓 |
 伍德沃德WWD |
| 5.64% | 6.89% | $1,450.3万 | 3.4万股 | $1,851.3万 | 5.2万股 | -1.8万股-34.09% | 减仓 |
 Meta平台META |
| 5.49% | 4.7% | $1,411.0万 | 2.5万股 | $1,263.5万 | 2.2万股 | +2,965股+13.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.11% | — | $1,313.1万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 4.51% | 7.55% | $1,158.6万 | 6,826股 | $2,028.8万 | 1.2万股 | -4,908股-41.83% | 减仓 |
 谷歌AGOOGL |
| 3.14% | 2.42% | $807.1万 | 2.3万股 | $649.4万 | 2.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 2.85% | 3.81% | $731.4万 | 1.4万股 | $1,022.8万 | 2.0万股 | -6,230股-30.43% | 减仓 |
| CCBRE CL ACBRE |
| 2.42% | 4.29% | $621.6万 | 4.6万股 | $1,152.8万 | 8.5万股 | -3.9万股-45.77% | 减仓 |
 环联TRU |
| 1.67% | 7.43% | $430.3万 | 6.0万股 | $1,996.4万 | 28.9万股 | -22.9万股-79.33% | 减仓 |
 应用材料AMAT |
| 1.52% | 0.69% | $389.7万 | 5,390股 | $184.2万 | 5,390股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.13% | — | $32.3万 | 505股 | $0 | 0股 | +505股 | 新买入 |
