Saul持股追踪 第3页

Saul 何许人也?一个年逾70岁的美国职业投资人。因其不错的投资报酬率而被人关注,重点是他会公布他的持股。他习惯持有大概10只左右股票,换股频率不高,所以买进时间晚点影响不大。

Saul美股持股11月汇总

股票 代码 11/25 10/28 09/30 08/26 07/29 06/24 Snowflake SNOW 20.7% 20.2% 19.8% 15.1% 15.7% 16.6% Bill.com BILL 20.5% 16.6% 14.8% 17.2% 16.8% 16.0% Cloudflare NET 15.2% 19.2% 16.2% 14.5...
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Saul美股持股10月汇总

股票 代码 10/28 09/30 08/26 07/29 06/24 05/27 Snowflake SNOW 20.2% 19.8% 15.1% 15.7% 16.6% 14.3% Cloudflare NET 19.2% 16.2% 14.5% 13.5% 13.5% 12.9% Bill.com BILL 16.6% 14.8% 17.2% 16.8...
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Saul美股持股9月汇总

股票 代码 09/30 08/26 07/29 06/24 05/27 04/29 Snowflake SNOW 19.8% 15.1% 15.7% 16.6% 14.3% 10.8% Cloudflare NET 16.2% 14.5% 13.5% 13.5% 12.9% 13.2% Bill.com BILL 14.8% 17.2% 16.8% 16.0...
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Saul 美股持股8月汇总

股票 代码 08/26 07/29 06/24 05/27 04/29 03/25 Bill.com BILL 17.2% 16.8% 16.0% 16.3% 16.8% 17.1% Datadog DDOG 15.2% 18.0% 18.8% 18.3% 17.8% 17.2% Snowflake SNOW 15.1% 15.7% 16.6% 14.3% ...
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Saul近半年持股比例汇总

股票 代码 07/29 06/24 05/27 04/29 03/25 02/25 Datadog DDOG 18.0% 18.8% 18.3% 17.8% 17.2% 20.9% Bill.com BILL 16.8% 16.0% 16.3% 16.8% 17.1% 16.0% Snowflake SNOW 15.7% 16.6% 14.3% 10.8% ...
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Saul在2022年3月的持股及操作

Datadog 17.2% Bill 17.1% Snowflake 15.1% Cloudflare 14.5% Sentinel 14.3% Zscaler 13.7% Monday 13.3% 对比以下2月份的数据,股票没有变化,只是比重有点变化。 Datadog 20.9% Bill 16.0% Snowflake 15.0% Monday 14.6...
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Saul在2022年2月的持股及操作

Datadog 20.9% Bill 16.0% Snowflake 15.0% Monday 14.6% Sentinel 13.2% Zscaler 12.6% Cloudflare 12.5% 对比1月份,新增了bill,出售了ZoomInfo,Amplitud,Upstarte
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SaulR80683:2022年1月末的投资组合

Datadog 20.7% Monday 16.0% Snowflake 13.5% ZoomInfo 12.6% Zscaler 12.6% Sentinel 12.2% Cloudflare 8.6% Amplitude 5.9% Upstart 3.7% 对比上个月的数据,清空了Crowdstrike
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