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Merlin Capital, Inc · 13F 持仓分析
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Merlin Capital, Inc

No.9697 数据截至 2024Q2
最新持仓市值 (Q2 2024)
$3,146.1万
环比变动 Q1 2024
-$205.9万-6.1%
持仓股票数
52
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
52
持仓市值走势图
持仓板块构成
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
阿斯麦ASML
2.99%2.8%$93.9万968股$93.9万968股00.00%持仓不变
亚马逊AMZN
2.91%2.73%$91.6万5,080股$91.6万5,080股00.00%持仓不变
NNextPowerNXT
2.89%2.71%$90.9万1.6万股$90.9万1.6万股00.00%持仓不变
Meta平台META
2.88%2.7%$90.6万1,866股$90.6万1,866股00.00%持仓不变
DDeckersSGVT
2.83%2.66%$89.0万946股$89.0万946股00.00%持仓不变
万豪MAR
2.83%2.65%$89.0万3,527股$89.0万3,527股00.00%持仓不变
应用材料AMAT
2.83%2.65%$88.9万4,312股$88.9万4,312股00.00%持仓不变
BOOKING COMBKNG
2.83%2.65%$88.9万245股$88.9万245股00.00%持仓不变
R拉夫劳伦RL
2.75%2.58%$86.4万4,600股$86.4万4,600股00.00%持仓不变
TapestryTPR
2.74%2.57%$86.2万1.8万股$86.2万1.8万股00.00%持仓不变
福泰制药VRTX
2.69%2.53%$84.7万2,027股$84.7万2,027股00.00%持仓不变
AAlphabet Inc Class CGOOG
2.64%2.48%$83.1万5,458股$83.1万5,458股00.00%持仓不变
ServiceNowNOW
2.6%2.44%$81.8万1,073股$81.8万1,073股00.00%持仓不变
CADENCE DESIGN SYSTEM COMAYI
2.58%2.42%$81.2万2,609股$81.2万2,609股00.00%持仓不变
QUANTA SVCSPWR
2.47%2.32%$77.7万2,990股$77.7万2,990股00.00%持仓不变
恩智浦NXPI
2.47%2.32%$77.6万3,132股$77.6万3,132股00.00%持仓不变
PPTC COMPTC
2.41%2.26%$75.7万4,005股$75.7万4,005股00.00%持仓不变
苹果AAPL
2.32%2.18%$73.0万4,259股$73.0万4,259股00.00%持仓不变
FERRARI COMRACE
2.28%2.14%$71.6万1,643股$71.6万1,643股00.00%持仓不变
泛林集团LRCX
2.28%2.14%$71.6万737股$71.6万737股00.00%持仓不变
ON SEMICONDUCTOR COMON
2.27%2.13%$71.4万9,706股$71.4万9,706股00.00%持仓不变
MONOLITHIC PWR SYSMPWR
2.19%2.06%$68.9万1,017股$68.9万1,017股00.00%持仓不变
美光科技MU
2.19%2.05%$68.8万5,836股$68.8万5,836股00.00%持仓不变
甲骨文ORCL
2.16%2.02%$67.9万5,403股$67.9万5,403股00.00%持仓不变
ExelixisEXEL
2.15%2.01%$67.5万2.8万股$67.5万2.8万股00.00%持仓不变
微软MSFT
2.08%1.95%$65.5万1,557股$65.5万1,557股00.00%持仓不变
台积电TSM
2%1.88%$63.0万4,634股$63.0万4,634股00.00%持仓不变
VisaV
1.94%1.82%$61.1万2,190股$61.1万2,190股00.00%持仓不变
CRISPR THERAPEUTICSCRSP
1.92%1.81%$60.5万8,879股$60.5万8,879股00.00%持仓不变
SKYWORKS SOLUTIONSSWKS
1.89%1.77%$59.3万5,479股$59.3万5,479股00.00%持仓不变
新思科技SNPS
1.84%1.73%$58.0万1,015股$58.0万1,015股00.00%持仓不变
WWOLFSPEEDWOLF*
1.82%1.71%$57.3万1.9万股$57.3万1.9万股00.00%持仓不变
凯悦H
1.77%1.66%$55.7万3,488股$55.7万3,488股00.00%持仓不变
AALLEGRO MICROSYSTEMS COMALGM
1.76%1.65%$55.5万2.1万股$55.5万2.1万股00.00%持仓不变
ADOBE COMADBE
1.61%1.51%$50.5万1,001股$50.5万1,001股00.00%持仓不变
IINTELLIA THERAPEUTICSNTLA
1.55%1.45%$48.8万1.8万股$48.8万1.8万股00.00%持仓不变
万事达MA
1.53%1.43%$48.0万997股$48.0万997股00.00%持仓不变
UUIPATHPATH
1.53%2.5%$48.0万3.7万股$83.7万3.7万股00.00%持仓不变
埃森哲ACN
1.42%1.33%$44.6万1,288股$44.6万1,288股00.00%持仓不变
英特尔INTC
1.41%1.32%$44.4万1.0万股$44.4万1.0万股00.00%持仓不变
LumentumLITE
1.4%1.31%$44.0万9,295股$44.0万9,295股00.00%持仓不变
思科CSCO
1.33%1.24%$41.7万8,358股$41.7万8,358股00.00%持仓不变
自由媒体FWONK
1.3%1.22%$40.9万6,231股$40.9万6,231股00.00%持仓不变
德州仪器TXN
1.27%1.19%$40.1万2,299股$40.1万2,299股00.00%持仓不变
OPEN TEXT COMOTEX
1.26%1.18%$39.7万1.0万股$39.7万1.0万股00.00%持仓不变
耐克NKE
1.13%1.06%$35.4万3,767股$35.4万3,767股00.00%持仓不变
因赛特INCY
0.71%0.67%$22.3万3,914股$22.3万3,914股00.00%持仓不变
英伟达NVDA
0.41%2.78%$12.8万1,033股$93.3万1,033股00.00%持仓不变
IINFINERAINFNEUR
0.4%0.38%$12.6万2.1万股$12.6万2.1万股00.00%持仓不变
CCambium Networks Corp
0.31%0.29%$9.8万2.3万股$9.8万2.3万股00.00%持仓不变

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