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
Grafton Street Partners Fund, LP (CIK 1921789) reported $185.6M across 10 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: GOOGL ($30.4M, 16.40%), MSFT ($25.8M, 13.92%), ELV ($25.1M, 13.50%), TPG ($23.9M, 12.87%), TEAM ($20.7M, 11.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $30.4M | 16.40% | 125,228 | Hold |
| 2 | MSFT | MICROSOFT CORP | $25.8M | 13.92% | 49,872 | Hold |
| 3 | ELV | ELEVANCE HEALTH INC FORMERLY | $25.1M | 13.50% | 77,544 | Added |
| 4 | TPG | TPG INC | $23.9M | 12.87% | 415,740 | Hold |
| 5 | TEAM | ATLASSIAN CORPORATION | $20.7M | 11.16% | 129,708 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $20.5M | 11.03% | 73,296 | Added |
| 7 | WDAY | WORKDAY INC | $19.9M | 10.70% | 82,468 | Added |
| 8 | V | VISA INC | $9.1M | 4.92% | 26,762 | Hold |
| 9 | MA | MASTERCARD INCORPORATED | $5.3M | 2.86% | 9,345 | Hold |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $4.9M | 2.63% | 27,355 | Hold |
| 11 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 12 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2025-09-30