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
Redpoint Investment Management Pty Ltd (CIK 1732538) reported $683.8M across 583 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: MSFT ($35.2M, 5.15%), AMZN ($21.9M, 3.20%), GOOGL ($11.9M, 1.74%), GOOG ($11.8M, 1.72%), UNH ($10.1M, 1.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $35.2M | 5.15% | 151,124 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $21.9M | 3.20% | 193,728 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $11.9M | 1.74% | 124,314 | Added |
| 4 | GOOG | ALPHABET INC | $11.8M | 1.72% | 122,606 | Added |
| 5 | UNH | UNITEDHEALTH GROUP INC | $10.1M | 1.48% | 20,002 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $9.1M | 1.33% | 55,594 | Trimmed |
| 7 | XOMXXXX | EXXON MOBIL CORP | $8.1M | 1.18% | 92,515 | Added |
| 8 | PLD | PROLOGIS INC. | $7.3M | 1.06% | 71,503 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.0M | 1.03% | 26,352 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $6.7M | 0.98% | 55,224 | Trimmed |
| 11 | CASH | PATHWARD FINANCIAL INC | $6.6M | 0.96% | 48,632 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $6.5M | 0.95% | 62,222 | Trimmed |
| 13 | PG | PROCTER AND GAMBLE CO | $6.4M | 0.94% | 50,851 | Trimmed |
| 14 | V | VISA INC | $6.1M | 0.90% | 34,501 | Trimmed |
| 15 | HD | HOME DEPOT INC | $6.0M | 0.88% | 21,818 | Trimmed |
| 16 | CVX | CHEVRON CORP NEW | $5.9M | 0.86% | 41,043 | Added |
| 17 | LLY | LILLY ELI & CO | $5.6M | 0.82% | 17,414 | Trimmed |
| 18 | PFE | PFIZER INC | $5.4M | 0.79% | 123,853 | Trimmed |
| 19 | ABBV | ABBVIE INC | $5.2M | 0.76% | 38,632 | Trimmed |
| 20 | EQIX | EQUINIX INC | $5.2M | 0.76% | 9,156 | Added |
| 21 | MA | MASTERCARD INCORPORATED | $5.2M | 0.76% | 18,165 | Trimmed |
| 22 | KO | COCA COLA CO | $4.8M | 0.70% | 85,336 | Trimmed |
| 23 | MRK | MERCK & CO INC | $4.8M | 0.70% | 55,512 | Trimmed |
| 24 | PEP | PEPSICO INC | $4.8M | 0.70% | 29,508 | Trimmed |
| 25 | BAC | BK OF AMERICA CORP | $4.6M | 0.68% | 152,929 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2022-09-30