13F 机构持仓

Axxion S.A.

GREVENMACHER N4 · SEC CIK 0002030181

2026Q22026Q1 更早 9 个季度 🔒
$14.05亿2026Q2 申报市值
529持仓数
38.7%前十大占比 · 第一大 9.0%
0 / 0新建仓 / 清仓
申报市值走势$14.05亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CVNA 9.0%
CACC 6.4%
META 5.3%
GOOGL 4.2%
IBKR 4.1%
MSFT 2.8%
AMZN 2.0%
AAPL 2.0%
LLY 1.5%
NVDA 1.5%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
ESTC ELASTIC N V $47.69万0.03%8,363 —— — —
WAT WATERS CORP $47.86万0.03%1,276 —— — —
LOGI LOGITECH INTL S A $49.07万0.03%5,227 —— — —
— MICROCHIP TECHNOLOGY INC. $49.88万0.04%400,000 —— — —
— ALPHABET INC $50.09万0.04%10,000 —— — —
— SOUTHERN CO $50.24万0.04%400,000 —— — —
HALO HALOZYME THERAPEUTICS INC $50.53万0.04%400,000 —— — —
— SEAGATE HDD CAYMAN $50.58万0.04%40,000 —— — —
DOCN DIGITALOCEAN HLDGS INC $50.87万0.04%400,000 —— — —
NKE NIKE INC $51.18万0.04%12,468 —— — —
TT TRANE TECHNOLOGIES PLC $51.47万0.04%1,048 —— — —
REGN REGENERON PHARMACEUTICALS $51.75万0.04%830 —— — —
NET CLOUDFLARE INC $52.17万0.04%2,127 —— — —
STRL STERLING INFRASTRUCTURE INC $53.38万0.04%636 —— — —
— WINNEBAGO INDS INC $53.74万0.04%500,000 —— — —
ALC ALCON AG $54.14万0.04%8,000 —— — —
ANET ARISTA NETWORKS INC $54.87万0.04%3,230 —— — —
ITGR INTEGER HLDGS CORP $55.37万0.04%500,000 —— — —
POWI POWER INTEGRATIONS INC $55.42万0.04%6,617 —— — —
VSNT VERSANT MEDIA GROUP INC $56.31万0.04%15,636 —— — —
SW SMURFIT WESTROCK PLC $56.81万0.04%12,280 —— — —
VECO VEECO INSTRS INC DEL $57.75万0.04%7,619 —— — —
CAKE CHEESECAKE FACTORY INC $58.21万0.04%400,000 —— — —
CARR CARRIER GLOBAL CORPORATION $59.46万0.04%8,106 —— — —
BE BLOOM ENERGY CORP $60.06万0.04%1,984 —— — —
UBS UBS GROUP AG $60.25万0.04%12,134 —— — —
QCOM QUALCOMM INC $60.46万0.04%3,272 —— — —
— UGI CORP NEW $61.26万0.04%400,000 —— — —
WM WASTE MGMT INC DEL $61.56万0.04%2,762 —— — —
MKSI MKS INC. $62.48万0.04%200,000 —— — —
NTAP NETAPP INC $63.02万0.04%4,072 —— — —
KLIC KULICKE & SOFFA INDS INC $63.03万0.04%4,712 —— — —
FTNT FORTINET INC $64.55万0.05%4,202 —— — —
TTE TOTALENERGIES SE $65.50万0.05%8,424 —— — —
CHKP CHECK POINT SOFTWARE TECH LT $65.72万0.05%5,000 —— — —
MDLZ MONDELEZ INTL INC $69.41万0.05%12,000 —— — —
LTH LIFE TIME GROUP HOLDINGS INC $69.78万0.05%17,086 —— — —
INTC INTEL CORP 看涨期权 $69.81万0.05%5,000 —— — —
BAP CREDICORP LTD $70.12万0.05%1,800 —— — —
— BOFA FIN LLC $70.96万0.05%500,000 —— — —
BMY BRISTOL-MYERS SQUIBB CO $71.06万0.05%12,332 —— — —
AMGN AMGEN INC $71.27万0.05%1,968 —— — —
ISRG INTUITIVE SURGICAL INC $71.94万0.05%1,809 —— — —
NOVT NOVANTA INC $72.59万0.05%4,474 —— — —
NXPI NXP SEMICONDUCTORS N V $72.59万0.05%2,583 —— — —
CM CANADIAN IMPERIAL BANK OF CO $72.72万0.05%6,317 —— — —
DB DEUTSCHE BK AG $73.11万0.05%21,592 —— — —
DDOG DATADOG INC $73.32万0.05%2,816 —— — —
WTS WATTS WATER TECHNOLOGIES INC $74.10万0.05%1,893 —— — —
DIS DISNEY WALT CO $74.96万0.05%7,788 —— — —
RIO RIO TINTO PLC $75.94万0.05%8,000 —— — —
RPRX ROYALTY PHARMA PLC $77.21万0.05%13,771 —— — —
SLF SUN LIFE FINANCIAL INC. $78.42万0.06%10,000 —— — —
VAC MARRIOTT VACATIONS WORLDWIDE $78.81万0.06%700,000 —— — —
HDB HDFC BANK LTD $78.87万0.06%30,535 —— — —
VRTX VERTEX PHARMACEUTICALS INC $79.73万0.06%1,605 —— — —
EMBC EMBECTA CORP $80.19万0.06%245,978 —— — —
HSAI HESAI GROUP $80.98万0.06%44,446 —— — —
GRAB GRAB HOLDINGS LIMITED $82.04万0.06%217,607 —— — —
ENPH ENPHASE ENERGY INC $85.33万0.06%800,000 —— — —
VZ VERIZON COMMUNICATIONS INC $85.68万0.06%20,237 —— — —
HUBS HUBSPOT INC $85.78万0.06%4,700 —— — —
BSX BOSTON SCIENTIFIC CORP $86.37万0.06%20,236 —— — —
WFC WELLS FARGO & CO $86.48万0.06%10,465 —— — —
AFRM AFFIRM HLDGS INC $89.99万0.06%800,000 —— — —
NCLH NORWEGIAN CRUISE LINE HLDGS $90.77万0.06%43,000 —— — —
B BARRICK MNG CORP 看跌期权 $91.83万0.07%25,000 —— — —
FCX FREEPORT MCMORAN INC $92.72万0.07%14,743 —— — —
KSPI KASPI KZ JSC $95.30万0.07%11,000 —— — —
MDT MEDTRONIC PLC $96.58万0.07%12,346 —— — —
GHRS GH RESEARCH PLC $97.22万0.07%36,170 —— — —
SOFI SOFI TECHNOLOGIES INC $97.68万0.07%54,480 —— — —
PEP PEPSICO INC $98.92万0.07%7,306 —— — —
SPGI S&P GLOBAL INC $98.92万0.07%2,429 —— — —
TM TOYOTA MOTOR CORP $101.05万0.07%6,000 —— — —
— ATAIBECKLEY INC $101.83万0.07%193,223 —— — —
BDX BECTON DICKINSON & CO $104.11万0.07%6,880 —— — —
SYK STRYKER CORPORATION $105.63万0.08%3,355 —— — —
DKNG DRAFTKINGS INC NEW $106.50万0.08%1,000,000 —— — —
— GRAVITY CO LTD $107.44万0.08%16,000 —— — —
SPOT SPOTIFY TECHNOLOGY S A $107.90万0.08%2,350 —— — —
ABT ABBOTT LABORATORIES $111.86万0.08%12,327 —— — —
TMO THERMO FISHER SCIENTIFIC INC $112.15万0.08%2,237 —— — —
SE SEA LTD $113.27万0.08%1,000,000 —— — —
CRWD CROWDSTRIKE HLDGS INC $116.30万0.08%1,524 —— — —
OPRA OPERA LTD $120.49万0.09%60,761 —— — —
DUOL DUOLINGO INC $122.04万0.09%10,610 —— — —
ENPH ENPHASE ENERGY INC $123.90万0.09%25,162 —— — —
FER FERROVIAL NV $125.03万0.09%18,238 —— — —
PM PHILIP MORRIS INTL INC $128.27万0.09%7,090 —— — —
— MATERIALISE NV $129.57万0.09%174,384 —— — —
TRGP TARGA RES CORP $133.13万0.09%4,965 —— — —
AZN ASTRAZENECA PLC $135.46万0.10%9,607 —— — —
CCL CARNIVAL CORP LTD $139.99万0.10%49,000 —— — —
HIPO HIPPO HLDGS INC $140.47万0.10%49,708 —— — —
WEX WEX INC $141.09万0.10%10,000 —— — —
ADM ARCHER DANIELS MIDLAND CO $142.87万0.10%18,700 —— — —
XMTR XOMETRY INC $144.42万0.10%14,963 —— — —
TXN TEXAS INSTRS INC $150.61万0.11%5,053 —— — —
NTNX NUTANIX INC $154.05万0.11%30,229 —— — —