Chiron Investment Management, LLC

CIK 1688882 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$300.3M
13F değerine göre 9.443 içinde 5.168. · en iyi 54.7%
Pozisyonlar
86
Tarih itibarıyla
31 Aralık 2024 Q4 2024 itibarıyla veriler
En iyi 10 pozisyon ağırlığı
35,67%
En iyi 25 pozisyon ağırlığı
65,26%
%1'in üzerindeki pozisyonlar
39
Etkin pozisyon sayısı
43,9

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Yeni pozisyonlar
86
Artırıldı
0
Azaldı
0
Kapalı
0
Bu sayfada

Sektör dağılımı

Technology
30,2%
Retail
9,7%
Financial Services
8,1%
Communication Services
7,7%
Health Care
7,4%
Industrials
7,1%
Energy
5,2%
Financials
4,8%
Consumer Discretionary
3,8%
Real Estate
3,1%
Communications
3,0%
Consumer Staples
2,7%
Materials
2,0%
Utilities
1,1%
Consumer products
0,3%
Diğer/Eşleştirilemeyen
3,8%

Tam portföy 86 pozisyonlar

Tür Seri 8 Çeyrek Trendi
MSFT Microsoft Corporation - Common Stock $15.152.082 5,05% 35.948 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $14.895.984 4,96% 110.924 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $13.433.030 4,47% 61.229 Yukarı ×1
AAPL Apple Inc. - Common Stock $12.104.552 4,03% 48.337 Yukarı ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $11.298.995 3,76% 57.213 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $8.386.845 2,79% 14.324 Yukarı ×1
PM Philip Morris International Inc Common Stock $8.092.695 2,70% 67.243 Yukarı ×1
BRKB $8.041.640 2,68% 17.741 Yukarı ×1
JPM JP Morgan Chase & Co. Common Stock $7.848.345 2,61% 32.741 Yukarı ×1
GOOG Alphabet Inc. - Class C Capital Stock $7.841.557 2,61% 41.176 Yukarı ×1
NOW ServiceNow, Inc. Common Stock $7.390.097 2,46% 6.971 Yukarı ×1
ET Energy Transfer LP Common Units $6.734.591 2,24% 343.777 Yukarı ×1
GE GE Aerospace Common Stock $6.692.282 2,23% 40.124 Yukarı ×1
NFLX Netflix, Inc. - Common Stock $6.550.311 2,18% 7.349 Yukarı ×1
COST Costco Wholesale Corporation - Common Stock $6.412.057 2,14% 6.998 Yukarı ×1
MA Mastercard Incorporated Common Stock $5.756.990 1,92% 10.933 Yukarı ×1
PANW Palo Alto Networks, Inc. - Common Stock $5.740.110 1,91% 31.546 Yukarı ×1
XOM Exxon Mobil Corporation Common Stock $5.710.891 1,90% 53.090 Yukarı ×1
BSX Boston Scientific Corporation Common Stock $5.683.342 1,89% 63.629 Yukarı ×1
PGR Progressive Corporation (The) Common Stock $5.649.764 1,88% 23.579 Yukarı ×1
ANET Arista Networks, Inc. Common Stock $5.530.037 1,84% 50.032 Yukarı ×1
WYNN Wynn Resorts, Limited - Common Stock $5.487.186 1,83% 63.686 Yukarı ×1
CRM Salesforce, Inc. Common Stock $5.384.050 1,79% 16.104 Yukarı ×1
ABT Abbott Laboratories Common Stock $5.296.602 1,76% 46.827 Yukarı ×1
PYPL PayPal Holdings, Inc. - Common Stock $4.841.906 1,61% 56.730 Yukarı ×1
EQIX Equinix, Inc. - Common Stock $4.772.909 1,59% 5.062 Yukarı ×1
BMY Bristol-Myers Squibb Company Common Stock $4.767.669 1,59% 84.294 Yukarı ×1
ISRG Intuitive Surgical, Inc. - Common Stock $4.733.133 1,58% 9.068 Yukarı ×1
V Visa Inc. $4.208.073 1,40% 13.315 Yukarı ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $4.003.759 1,33% 6.992 Yukarı ×1
INTU Intuit Inc. - Common Stock $3.938.810 1,31% 6.267 Yukarı ×1
CMI Cummins Inc. Common Stock $3.859.002 1,29% 11.070 Yukarı ×1
AEM Agnico Eagle Mines Limited Common Stock $3.834.245 1,28% 49.025 Yukarı ×1
PH Parker-Hannifin Corporation Common Stock $3.684.522 1,23% 5.793 Yukarı ×1
MSI Motorola Solutions, Inc. Common Stock $3.554.086 1,18% 7.689 Yukarı ×1
TSLA Tesla, Inc. - Common Stock $3.480.697 1,16% 8.619 Yukarı ×1
DLR Digital Realty Trust, Inc. Common Stock $3.207.190 1,07% 18.086 Yukarı ×1
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $3.088.052 1,03% 36.420 Yukarı ×1
HON Honeywell International Inc. - Common Stock $3.029.637 1,01% 13.412 Yukarı ×1
TJX TJX Companies, Inc. (The) Common Stock $2.974.342 0,99% 24.620 Yukarı ×1
VST Vistra Corp. Common Stock $2.713.144 0,90% 19.679 Yukarı ×1
IBIT iShares Bitcoin Trust ETF $2.673.561 0,89% 50.397 Yukarı ×1
MELI MercadoLibre, Inc. - Common Stock $2.649.286 0,88% 1.558 Yukarı ×1
LNG Cheniere Energy, Inc. Common Stock $2.196.186 0,73% 10.221 Yukarı ×1
MMM 3M Company Common Stock $2.171.810 0,72% 16.824 Yukarı ×1
GEV GE Vernova Inc. Common Stock $2.004.499 0,67% 6.094 Yukarı ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.958.182 0,65% 5.723 Yukarı ×1
NEM Newmont Corporation $1.911.321 0,64% 51.352 Yukarı ×1
GOLD Gold.com, Inc. Common Stock $1.899.773 0,63% 122.566 Yukarı ×1
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $1.482.438 0,49% 8.391 Yukarı ×1
QLYS Qualys, Inc. - Common Stock $1.410.753 0,47% 10.061 Yukarı ×1
NTAP NetApp, Inc. - Common Stock $1.289.184 0,43% 11.106 Yukarı ×1
Z Zillow Group, Inc. - Class C Capital Stock $1.240.708 0,41% 16.755 Yukarı ×1
LPLA LPL Financial Holdings Inc. - Common Stock $1.203.842 0,40% 3.687 Yukarı ×1
MCO Moody's Corporation Common Stock $1.072.183 0,36% 2.265 Yukarı ×1
CORZ Core Scientific, Inc. - Common Stock $1.069.767 0,36% 76.140 Yukarı ×1
DDOG Datadog, Inc. - Class A Common Stock $1.007.660 0,34% 7.052 Yukarı ×1
CL Colgate-Palmolive Company Common Stock $989.737 0,33% 10.887 Yukarı ×1
KLAC KLA Corporation - Common Stock $982.987 0,33% 1.560 Yukarı ×1
ORCL Oracle Corporation Common Stock $976.010 0,33% 5.857 Yukarı ×1
IREN IREN Limited - Ordinary Shares $955.496 0,32% 97.301 Yukarı ×1
MARA MARA Holdings, Inc. - Common Stock $926.408 0,31% 55.242 Yukarı ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $884.749 0,29% 1.749 Yukarı ×1
BTU Peabody Energy Corporation Common Stock $863.189 0,29% 41.222 Yukarı ×1
TEAM Atlassian Corporation - Class A Common Stock $820.434 0,27% 3.371 Yukarı ×1
C Citigroup, Inc. Common Stock $802.587 0,27% 11.402 Yukarı ×1
AVGO Broadcom Inc. - Common Stock $779.446 0,26% 3.362 Yukarı ×1
UTHR United Therapeutics Corporation - Common Stock $731.790 0,24% 2.074 Yukarı ×1
CEIX $719.450 0,24% 6.744 Yukarı ×1
NRG NRG Energy, Inc. Common Stock $702.543 0,23% 7.787 Yukarı ×1
FTNT Fortinet, Inc. - Common Stock $479.580 0,16% 5.076 Yukarı ×1
CPAY Corpay, Inc. Common Stock $462.620 0,15% 1.367 Yukarı ×1
BKNG Booking Holdings Inc. - Common Stock $457.095 0,15% 92 Yukarı ×1
TKO TKO Group Holdings, Inc. Class A Common Stock $443.667 0,15% 3.122 Yukarı ×1
GEN Gen Digital Inc. - Common Stock $440.489 0,15% 16.088 Yukarı ×1
CVLT Commvault Systems, Inc. - Common Stock $432.659 0,14% 2.867 Yukarı ×1
EVR Evercore Inc. Class A Common Stock $431.585 0,14% 1.557 Yukarı ×1
MANH Manhattan Associates, Inc. - Common Stock $410.495 0,14% 1.519 Yukarı ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $404.167 0,13% 5.344 Yukarı ×1
VIRT Virtu Financial, Inc. Class A Common Stock $401.757 0,13% 11.260 Yukarı ×1
GPN Global Payments Inc. Common Stock $399.494 0,13% 3.565 Yukarı ×1
PDD PDD Holdings Inc. - American Depositary Shares $377.000 0,13% 3.887 Yukarı ×1
FCX Freeport-McMoRan, Inc. Common Stock $362.979 0,12% 9.532 Yukarı ×1
MSTR Strategy Inc - Class A Common Stock $209.395 0,07% 723 Yukarı ×1
APP Applovin Corporation - Class A Common Stock $193.650 0,06% 598 Yukarı ×1
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share $183.235 0,06% 1.727 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
MSFT $15.152.082 35.948 5,05%
NVDA $14.895.984 110.924 4,96%
AMZN $13.433.030 61.229 4,47%
AAPL $12.104.552 48.337 4,03%
TSM $11.298.995 57.213 3,76%
META $8.386.845 14.324 2,79%
PM $8.092.695 67.243 2,70%
BRKB $8.041.640 17.741 2,68%
JPM $7.848.345 32.741 2,61%
GOOG $7.841.557 41.176 2,61%
NOW $7.390.097 6.971 2,46%
ET $6.734.591 343.777 2,24%
GE $6.692.282 40.124 2,23%
NFLX $6.550.311 7.349 2,18%
COST $6.412.057 6.998 2,14%