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
CVNA CARVANA CO $1.27亿9.02%1,925,000 —— — —
CACC CREDIT ACCEP CORP MICH $8,961.42万6.38%140,739 —— — —
META META PLATFORMS INC $7,393.81万5.26%149,642 —— — —
GOOGL ALPHABET INC $5,893.78万4.19%164,921 —— — —
IBKR INTERACTIVE BROKERS GROUP IN $5,744.64万4.09%660,000 —— — —
MSFT MICROSOFT CORP $3,935.56万2.80%120,335 —— — —
AMZN AMAZON COM INC $2,800.12万1.99%133,913 —— — —
AAPL APPLE INC $2,796.59万1.99%110,232 —— — —
LLY ELI LILLY & CO $2,099.24万1.49%17,502 —— — —
NVDA NVIDIA CORPORATION $2,068.83万1.47%103,395 —— — —
YUMC YUM CHINA HLDGS INC $1,846.00万1.31%520,000 —— — —
HTHT H WORLD GROUP LTD $1,793.96万1.28%430,000 —— — —
MU MICRON TECHNOLOGY INC $1,558.64万1.11%13,503 —— — —
GOOG ALPHABET INC $1,502.64万1.07%42,528 —— — —
JPM JPMORGAN CHASE & CO $1,451.68万1.03%44,349 —— — —
BRK/A BERKSHIRE HATHAWAY INC DEL $1,422.82万1.01%19 —— — —
OKTA OKTA INC $1,395.88万0.99%102,300 —— — —
UBER UBER TECHNOLOGIES INC $1,395.43万0.99%193,380 —— — —
ORCL ORACLE CORP $1,386.14万0.99%94,585 —— — —
CCJ CAMECO CORP $1,381.73万0.98%135,650 —— — —
B BARRICK MNG CORP $1,300.85万0.93%405,250 —— — —
NEM NEWMONT CORP $1,270.99万0.90%136,080 —— — —
CRM SALESFORCE INC $1,255.36万0.89%80,133 —— — —
V VISA INC $1,223.97万0.87%35,675 —— — —
GRBK GREEN BRICK PARTNERS INC $1,080.54万0.77%135,000 —— — —
COR CENCORA INC $1,061.17万0.76%37,500 —— — —
CMPS COMPASS PATHWAYS PLC $1,029.49万0.73%727,556 —— — —
IREN IREN LIMITED $1,027.39万0.73%224,664 —— — —
MELI MERCADOLIBRE $1,001.34万0.71%6,743 —— — —
BKNG BOOKING HOLDINGS INC $965.87万0.69%61,325 —— — —
LIN LINDE PLC $963.80万0.69%21,201 —— — —
PFE PFIZER INC $962.15万0.68%399,565 —— — —
TJX TJX COS INC NEW $898.32万0.64%59,295 —— — —
AGI ALAMOS GOLD INC $890.18万0.63%293,400 —— — —
INTC INTEL CORP $877.04万0.62%62,812 —— — —
NOW SERVICENOW INC $865.13万0.62%87,140 —— — —
NU NU HLDGS LTD $855.04万0.61%640,001 —— — —
OSCR OSCAR HEALTH INC $848.31万0.60%297,444 —— — —
RTX RTX CORPORATION $846.71万0.60%44,627 —— — —
DLTR DOLLAR TREE INC $846.65万0.60%70,000 —— — —
FERG FERGUSON ENTERPRISES INC $839.93万0.60%35,391 —— — —
AEM AGNICO EAGLE MINES LTD $829.95万0.59%53,500 —— — —
CVX CHEVRON CORPORATION $820.94万0.58%49,526 —— — —
ROST ROSS STORES INC $773.52万0.55%36,341 —— — —
MA MASTERCARD INCORPORATED $748.55万0.53%16,664 —— — —
ORLY OREILLY AUTOMOTIVE INC $744.09万0.53%80,800 —— — —
RIOT RIOT PLATFORMS INC $739.26万0.53%270,000 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $701.84万0.50%14,696 —— — —
PAAS PAN AMERN SILVER CORP $700.96万0.50%156,500 —— — —
ULTA ULTA BEAUTY INC $684.77万0.49%15,184 —— — —
XYZ BLOCK INC $684.00万0.49%90,000 —— — —
PAYC PAYCOM SOFTWARE INC $676.79万0.48%53,850 —— — —
VST VISTRA CORP $645.62万0.46%40,700 —— — —
INSM INSMED INC $639.72万0.46%60,000 —— — —
JNJ JOHNSON & JOHNSON $623.47万0.44%24,549 —— — —
COP CONOCOPHILLIPS $574.50万0.41%55,262 —— — —
NFLX NETFLIX INC. $572.85万0.41%90,029 —— — —
WMT WALMART INC $564.07万0.40%49,803 —— — —
GEV GE VERNOVA INC $548.54万0.39%4,669 —— — —
RCAT RED CAT HLDGS INC $543.15万0.39%510,000 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $543.05万0.39%12,421 —— — —
AER AERCAP HOLDINGS NV $540.84万0.38%37,100 —— — —
COIN COINBASE GLOBAL INC $531.90万0.38%36,384 —— — —
EEFT EURONET WORLDWIDE INC $527.30万0.38%72,045 —— — —
ADBE ADOBE INC $525.22万0.37%25,618 —— — —
FSLR FIRST SOLAR INC $523.22万0.37%22,174 —— — —
CLSK CLEANSPARK INC $509.25万0.36%350,000 —— — —
STRA STRATEGIC ED INC $493.13万0.35%64,360 —— — —
CMCSA COMCAST CORP NEW $492.46万0.35%200,593 —— — —
VTRS VIATRIS INC $483.60万0.34%304,535 —— — —
QGEN QIAGEN NV $480.47万0.34%124,000 —— — —
DG DOLLAR GEN CORP $448.93万0.32%39,000 —— — —
AVGO BROADCOM INC $444.61万0.32%11,770 —— — —
PPTA PERPETUA RESOURCES CORP $444.26万0.32%214,000 —— — —
CARS CARS COM INC $433.34万0.31%396,105 —— — —
SAFT SAFETY INS GROUP INC $427.95万0.30%57,167 —— — —
TSLA TESLA INC $420.89万0.30%10,007 —— — —
CSCO CISCO SYS INC $420.60万0.30%35,808 —— — —
PANW PALO ALTO NETWORKS INC $417.58万0.30%12,245 —— — —
G GENPACT LIMITED $417.46万0.30%151,805 —— — —
SKE SKEENA RES LTD NEW $406.30万0.29%152,400 —— — —
PYPL PAYPAL HLDGS INC $401.52万0.29%106,125 —— — —
NVDA NVIDIA CORPORATION 看跌期权 $400.18万0.28%20,000 —— — —
YELP YELP INC $387.42万0.28%158,000 —— — —
DELL DELL TECHNOLOGIES INC $386.16万0.27%8,950 —— — —
CASS CASS INFORMATION SYS INC $377.84万0.27%73,624 —— — —
FOUR SHIFT4 PMTS INC $371.05万0.26%76,284 —— — —
GS GOLDMAN SACHS GROUP INC $363.69万0.26%3,596 —— — —
HPQ HP INC $359.30万0.26%163,767 —— — —
— EXXON MOBIL CORP $354.05万0.25%25,896 —— — —
KHC KRAFT HEINZ CO $353.76万0.25%149,770 —— — —
GE GE AEROSPACE $324.06万0.23%8,671 —— — —
IBEX IBEX LTD $318.49万0.23%104,871 —— — —
KO COCA COLA CO $313.82万0.22%38,615 —— — —
MS MORGAN STANLEY $277.33万0.20%13,267 —— — —
AXP AMERICAN EXPRESS CO $273.98万0.20%8,100 —— — —
VEEV VEEVA SYS INC $269.93万0.19%15,210 —— — —
PG PROCTER & GAMBLE CO $268.38万0.19%18,302 —— — —
HNGE HINGE HEALTH INC $262.72万0.19%31,653 —— — —
AMD ADVANCED MICRO DEVICES INC $257.11万0.18%4,426 —— — —