本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Baymount Management LP (CIK 1803679) reported $96.1M across 3 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: KRE ($51.2M, 53.24%), XBI ($34.2M, 35.53%), EWY ($10.1M, 10.47%), IWM ($725,000, 0.75%), SLV ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KRE | SPDR SER TR | $51.2M | 53.24% | 1.0M | New |
| 2 | XBI | SPDR SER TR | $34.2M | 35.53% | 360,000 | New |
| 3 | EWY | ISHARES INC | $10.1M | 10.47% | 150,000 | New |
| 4 | IWM | ISHARES TR | $725,000 | 0.75% | 50,000 | New |
| 5 | SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-03-31