Savoie Capital LLC — Q3 2023 13F 持股

Name: Savoie Capital LLC — 13F Holdings, Q3 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002001471

申报总市值

US$8.0亿

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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	NVDA	Nvidia CORP	股票-科技	14.13%	—	—
2	AMZN	Amazon.com INC	股票-周期性消费	8.98%	—	—
3	GOOG	Alphabet Inc-cl C	股票-通信服务	7.46%	—	—
4	FWONK	Liberty Media Corp-formula-c	股票-通信服务	4.76%	—	—
5	LBRDA	Liberty Broadband-a	股票-其他	4.61%	—	—
6	XOM	Exxon Mobil CORP	股票-能源	4.31%	—	—
7	ASML	ASML Holding N.V.	股票-科技	3.84%	—	—
8	AMD	Advanced Micro Devices	股票-科技	3.57%	—	—
9	LBRDK	Liberty Broadband-c	股票-通信服务	3.00%	—	—
10	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	2.76%	—	—
11	QCOM	Qualcomm INC	股票-科技	2.62%	—	—
12	AMAT	Applied Materials INC	股票-科技	2.25%	—	—
13	FANG	Diamondback Energy INC	股票-能源	2.21%	—	—
14	DIS	Walt Disney Co/the	股票-通信服务	2.21%	—	—
15	MSFT	Microsoft CORP	股票-科技	2.20%	—	—
16	AAPL	Apple INC	股票-科技	1.54%	—	—
17	UPS	United Parcel Service-cl B	股票-工业	1.51%	—	—
18	AVGO	Broadcom INC	股票-科技	1.44%	—	—
19	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.38%	—	—
20	LRCXEUR	Lam Research CORP	股票-科技	1.36%	—	—
21	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.36%	—	—
22	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.28%	—	—
23	TSM	Taiwan Semiconductor-sp Adr	股票-科技	1.27%	—	—
24	HD	Home Depot INC	股票-周期性消费	1.18%	—	—
25	MU	Micron Technology INC	股票-科技	1.11%	—	—
26	INTC	Intel CORP	股票-科技	0.99%	—	—
27	LLY	Eli Lilly & Co	股票-医疗保健	0.97%	—	—
28	ZM	Zoom Communications INC	股票-科技	0.95%	—	—
29	BA	Boeing Co/the	股票-工业	0.91%	—	—
30	WBD	Warner Bros Discovery INC	股票-通信服务	0.74%	—	—
31	CRM	Salesforce INC	股票-科技	0.69%	—	—
32	MA	Mastercard INC - A	股票-金融	0.62%	—	—
33	PANW	Palo Alto Networks INC	股票-科技	0.61%	—	—
34	HON	Honeywell International INC	股票-工业	0.60%	—	—
35	KLAC	Kla CORP	股票-科技	0.60%	—	—
36	IGV	Ishares Expanded Tech-softwa	ETF-科技型	0.54%	—	—
37	V	Visa Inc-class A Shares	股票-金融	0.51%	—	—
38	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.51%	—	—
39	ADBE	Adobe INC	股票-科技	0.48%	—	—
40	AAP	Advance Auto Parts INC	股票-周期性消费	0.47%	—	—
41	AMT	American Tower CORP	股票-房地产	0.46%	—	—
42	AXP	American Express Co	股票-金融	0.46%	—	—
43	AKAM	Akamai Technologies INC	股票-科技	0.42%	—	—
44	C	Citigroup INC	股票-金融	0.37%	—	—
45	JPM	Jpmorgan Chase & Co	股票-金融	0.35%	—	—
46	MLPX	Global X Mlp & Energy Infras	ETF-其他	0.34%	—	—
47	UMI	Uscf Midstream Energy Income	ETF-其他	0.31%	—	—
48	BAX	Baxter International INC	股票-医疗保健	0.30%	—	—
49	LMT	Lockheed Martin CORP	股票-工业	0.30%	—	—
50	DG	Dollar General CORP	股票-非周期性消费	0.28%	—	—

1–50 of 75