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
Prime Capital Management Co Ltd (CIK 1448793) reported $1.25B across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($317.0M, 25.32%), TSLA ($302.8M, 24.18%), MU ($291.6M, 23.29%), NVDA ($176.9M, 14.13%), CAVA ($81.0M, 6.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $317.0M | 25.32% | 663,808 | Hold |
| 2 | TSLA | TESLA INC | $302.8M | 24.18% | 719,861 | Hold |
| 3 | MU | MICRON TECHNOLOGY INC | $291.6M | 23.29% | 252,618 | Hold |
| 4 | NVDA | NVIDIA CORPORATION | $176.9M | 14.13% | 884,179 | Hold |
| 5 | CAVA | CAVA GROUP INC | $81.0M | 6.47% | 1.0M | Hold |
| 6 | ELF | E L F BEAUTY INC | $44.7M | 3.57% | 604,535 | Hold |
| 7 | KNSL | KINSALE CAP GROUP INC | $38.1M | 3.04% | 115,498 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30