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

申報總市值

US$8858.8萬

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	INTC	Intel CORP	股票-科技	70.15%	-70.15%	EXIT
2	POWL	Powell Industries INC	股票-工業	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-工業	7.08%	-7.08%	EXIT

本季持股變動

Engine No. 1 LLC 於截至 Q1 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	INTC	Intel CORP	+70%	—	加碼
2	XOM	Exxon Mobil CORP	—	EXIT	清倉
3	MSFT	Microsoft CORP	—	EXIT	清倉
4	APTV	Aptiv PLC	—	EXIT	清倉
5	GM	General Motors Co	—	EXIT	清倉
6	XYZ	Block INC	—	EXIT	清倉
7	DE	Deere & Co	—	EXIT	清倉
8	BG	Bunge Global SA	—	EXIT	清倉
9	NXPI	NXP Semiconductors N.V.	—	EXIT	清倉
10	DOCU	Docusign INC	—	EXIT	清倉
11	DXCM	Dexcom INC	—	EXIT	清倉
12	NEE	Nextera Energy INC	—	EXIT	清倉
13	SHOP	Shopify INC - Class A	—	EXIT	清倉
14	POWL	Powell Industries INC	—	NEW	新建倉
15	PEN	Penumbra INC	—	EXIT	清倉
16	MQ	Marqeta Inc-a	—	EXIT	清倉
17	AAPL	Apple INC	—	EXIT	清倉
18	AR	Antero Resources CORP	—	NEW	新建倉
19	ETN	Eaton Corporation plc	—	NEW	新建倉
20	AMZN	Amazon.com INC	—	EXIT	清倉
21	META	Meta Platforms Inc-class A	—	EXIT	清倉
22	GOOGL	Alphabet Inc-cl A	—	EXIT	清倉
23	GOOG	Alphabet Inc-cl C	—	EXIT	清倉
24	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
25	TSLA	Tesla INC	—	EXIT	清倉
26	NVDA	Nvidia CORP	—	EXIT	清倉
27	JPM	Jpmorgan Chase & Co	—	EXIT	清倉
28	JNJ	Johnson & Johnson	—	EXIT	清倉
29	V	Visa Inc-class A Shares	—	EXIT	清倉
30	UNH	Unitedhealth Group INC	—	EXIT	清倉
31	PYPL	Paypal Holdings INC	—	EXIT	清倉
32	HD	Home Depot INC	—	EXIT	清倉
33	PG	Procter & Gamble Co/the	—	EXIT	清倉
34	DIS	Walt Disney Co/the	—	EXIT	清倉
35	MA	Mastercard INC - A	—	EXIT	清倉
36	BAC	Bank Of America CORP	—	EXIT	清倉
37	ADBE	Adobe INC	—	EXIT	清倉
38	CMCSA	Comcast Corp-class A	—	EXIT	清倉
39	NFLX	Netflix INC	—	EXIT	清倉
40	VZ	Verizon Communications INC	—	EXIT	清倉
41	CRM	Salesforce INC	—	EXIT	清倉
42	CSCO	Cisco Systems INC	—	EXIT	清倉
43	PFE	Pfizer INC	—	EXIT	清倉
44	KO	Coca-cola Co/the	—	EXIT	清倉
45	ABT	Abbott Laboratories	—	EXIT	清倉
46	T	At&t INC	—	EXIT	清倉
47	PEP	Pepsico INC	—	EXIT	清倉
48	CVX	Chevron CORP	—	EXIT	清倉
49	ABBV	Abbvie INC	—	EXIT	清倉
50	TMO	Thermo Fisher Scientific INC	—	EXIT	清倉