Napean Trading & Investment Co (Singapore) PTE Ltd
SINGAPORE U0 · SEC CIK 0002011874
$2.91亿2026Q2 申报市值
16持仓数
98.5%前十大占比 · 第一大 46.1%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CHYM 加仓+$78.45万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$2,022.61万
COHR 减仓-$1,573.30万
TSM 减仓-$1,542.84万
ON 减仓-$965.89万
ANET 减仓-$519.90万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NAVN | NAVAN INC | $1.34亿 | 46.15% | 5,874,257 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1.05亿 | 36.16% | 1,049,802 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $2,799.53万 | 9.62% | 233,333 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $505.65万 | 1.74% | 11,669 | -46,676 | -80.0% | -$2,022.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $385.73万 | 1.32% | 8,077 | -32,306 | -80.0% | -$1,542.84万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $337.81万 | 1.16% | 113,780 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $241.47万 | 0.83% | 25,542 | -102,167 | -80.0% | -$965.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $168.44万 | 0.58% | 8,418 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $152.27万 | 0.52% | 3,860 | -39,884 | -91.2% | -$1,573.30万 | 减仓 |
| BE | BLOOM ENERGY CORP | $113.85万 | 0.39% | 3,761 | -15,045 | -80.0% | -$455.41万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $108.25万 | 0.37% | 26,649 | 0 | 0.0% | — | 不变 |
| CHYM | CHIME FINL INC | $102.78万 | 0.35% | 50,185 | 38,307 | 322.5% | $78.45万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $89.76万 | 0.31% | 5,868 | -26,730 | -82.0% | -$408.86万 | 减仓 |
| SNPS | SYNOPSYS INC | $66.38万 | 0.23% | 1,488 | -5,954 | -80.0% | -$265.59万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $41.35万 | 0.14% | 2,434 | -30,604 | -92.6% | -$519.90万 | 减仓 |
| AVGO | BROADCOM INC | $37.21万 | 0.13% | 985 | -3,942 | -80.0% | -$148.91万 | 减仓 |