Napean Trading & Investment Co (Singapore) PTE Ltd
SINGAPORE U0 · SEC CIK 0002011874
$2.33亿2026Q1 申报市值
16持仓数
95.9%前十大占比 · 第一大 33.4%
0 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$1,732.54万
MA 清仓-$1,698.31万
DHR 清仓-$1,366.03万
TJX 清仓-$1,346.41万
NVDA 减仓-$1,238.50万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -29,749 | -100.0% | -$1,698.31万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -59,673 | -100.0% | -$1,366.03万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -87,651 | -100.0% | -$1,346.41万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -14,830 | -100.0% | -$1,216.49万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -48,679 | -100.0% | -$1,123.61万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -31,612 | -100.0% | -$989.46万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -2,586 | -100.0% | -$877.04万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -39,374 | -100.0% | -$761.61万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -33,577 | -100.0% | -$736.55万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -35,583 | -100.0% | -$655.44万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -17,533 | -100.0% | -$603.31万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -8,877 | -100.0% | -$585.96万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -12,043 | -100.0% | -$582.42万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -16,786 | -100.0% | -$496.88万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -30,392 | -100.0% | -$489.22万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -49,250 | -100.0% | -$461.77万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -9,112 | -100.0% | -$427.13万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -5,631 | -100.0% | -$373.01万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -56,033 | -100.0% | -$289.63万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -10,100 | -100.0% | -$274.58万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -37,476 | -100.0% | -$186.07万 | 清仓 |
| CHYM | CHIME FINL INC | $22.25万 | 0.10% | 11,878 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $146.81万 | 0.63% | 8,418 | -71,015 | -89.4% | -$1,238.50万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $151.90万 | 0.65% | 26,649 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $152.50万 | 0.65% | 4,927 | -55,977 | -91.9% | -$1,732.54万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $226.31万 | 0.97% | 113,780 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $254.80万 | 1.09% | 18,806 | -8,654 | -31.5% | -$117.25万 | 减仓 |
| SNPS | SYNOPSYS INC | $295.06万 | 1.27% | 7,442 | -22,376 | -75.0% | -$887.16万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $302.38万 | 1.30% | 32,598 | -45,444 | -58.2% | -$421.54万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $405.64万 | 1.74% | 33,038 | -22,166 | -40.2% | -$272.15万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $790.77万 | 3.39% | 127,709 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,042.03万 | 4.47% | 43,744 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,246.60万 | 5.35% | 58,345 | -47,244 | -44.7% | -$1,009.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1,364.74万 | 5.86% | 40,383 | -18,995 | -32.0% | -$641.94万 | 减仓 |
| BLLN | BILLIONTOONE INC | $1,841.93万 | 7.91% | 233,333 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $7,275.13万 | 31.23% | 1,049,802 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $7,777.52万 | 33.39% | 5,874,257 | 0 | 0.0% | — | 不变 |