Engine No. 1 LLC — Q1 2025 13F 持股

Name: Engine No. 1 LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001835549

申报总市值

US$8858.8万

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	INTC	Intel CORP	股票-科技	70.15%	-70.15%	EXIT
2	POWL	Powell Industries INC	股票-工业	15.65%	+25.29%	+46.04%
3	AR	Antero Resources CORP	股票-能源	7.12%	-7.12%	EXIT
4	ETN	Eaton Corporation plc	股票-工业	7.08%	-7.08%	EXIT

本季持股变动

Engine No. 1 LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	INTC	Intel CORP	+70%	—	加仓
2	XOM	Exxon Mobil CORP	—	EXIT	清仓
3	MSFT	Microsoft CORP	—	EXIT	清仓
4	APTV	Aptiv PLC	—	EXIT	清仓
5	GM	General Motors Co	—	EXIT	清仓
6	XYZ	Block INC	—	EXIT	清仓
7	DE	Deere & Co	—	EXIT	清仓
8	BG	Bunge Global SA	—	EXIT	清仓
9	NXPI	NXP Semiconductors N.V.	—	EXIT	清仓
10	DOCU	Docusign INC	—	EXIT	清仓
11	DXCM	Dexcom INC	—	EXIT	清仓
12	NEE	Nextera Energy INC	—	EXIT	清仓
13	SHOP	Shopify INC - Class A	—	EXIT	清仓
14	POWL	Powell Industries INC	—	NEW	新建仓
15	PEN	Penumbra INC	—	EXIT	清仓
16	MQ	Marqeta Inc-a	—	EXIT	清仓
17	AAPL	Apple INC	—	EXIT	清仓
18	AR	Antero Resources CORP	—	NEW	新建仓
19	ETN	Eaton Corporation plc	—	NEW	新建仓
20	AMZN	Amazon.com INC	—	EXIT	清仓
21	META	Meta Platforms Inc-class A	—	EXIT	清仓
22	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
23	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
24	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
25	TSLA	Tesla INC	—	EXIT	清仓
26	NVDA	Nvidia CORP	—	EXIT	清仓
27	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
28	JNJ	Johnson & Johnson	—	EXIT	清仓
29	V	Visa Inc-class A Shares	—	EXIT	清仓
30	UNH	Unitedhealth Group INC	—	EXIT	清仓
31	PYPL	Paypal Holdings INC	—	EXIT	清仓
32	HD	Home Depot INC	—	EXIT	清仓
33	PG	Procter & Gamble Co/the	—	EXIT	清仓
34	DIS	Walt Disney Co/the	—	EXIT	清仓
35	MA	Mastercard INC - A	—	EXIT	清仓
36	BAC	Bank Of America CORP	—	EXIT	清仓
37	ADBE	Adobe INC	—	EXIT	清仓
38	CMCSA	Comcast Corp-class A	—	EXIT	清仓
39	NFLX	Netflix INC	—	EXIT	清仓
40	VZ	Verizon Communications INC	—	EXIT	清仓
41	CRM	Salesforce INC	—	EXIT	清仓
42	CSCO	Cisco Systems INC	—	EXIT	清仓
43	PFE	Pfizer INC	—	EXIT	清仓
44	KO	Coca-cola Co/the	—	EXIT	清仓
45	ABT	Abbott Laboratories	—	EXIT	清仓
46	T	At&t INC	—	EXIT	清仓
47	PEP	Pepsico INC	—	EXIT	清仓
48	CVX	Chevron CORP	—	EXIT	清仓
49	ABBV	Abbvie INC	—	EXIT	清仓
50	TMO	Thermo Fisher Scientific INC	—	EXIT	清仓