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
TAM Capital Management Inc. (CIK 1594591) reported $236.5M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CI ($83.7M, 35.37%), CHKP ($82.3M, 34.81%), CHKP ($21.0M, 8.89%), SPY ($15.0M, 6.35%), CRM ($14.1M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CI | THE CIGNA GROUP | $83.7M | 35.37% | 303,500 | Trimmed |
| 2 | CHKP | CHECK POINT SOFTWARE TECH LT | $82.3M | 34.81% | 626,564 | New |
| 3 | CHKP | CHECK POINT SOFTWARE TECH LT | $21.0M | 8.89% | 160,000 | New |
| 4 | SPY | SPDR S&P 500 ETF TR | $15.0M | 6.35% | 20,100 | Hold |
| 5 | CRM | SALESFORCE INC | $14.1M | 5.96% | 90,000 | New |
| 6 | CI | THE CIGNA GROUP | $7.8M | 3.30% | 28,290 | Trimmed |
| 7 | CRM | SALESFORCE INC | $5.0M | 2.13% | 32,110 | Trimmed |
| 8 | FISV | FISERV INC | $4.1M | 1.72% | 82,809 | Hold |
| 9 | FISV | FISERV INC | $3.5M | 1.48% | 71,400 | Hold |
| 10 | CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30