08/16/2024, 12:14 PM UTC
追踪马里奥·加贝利旗下加贝利基金13F投资组合 - 2024年第二季度更新Tracking Mario Gabelli's Gabelli Funds 13F Portfolio - Q2 2024 Update
1、GAMCO管理着约350亿美元的资产,其13F投资组合拥有超过1100个多元化持仓。2、2024年第二季度,加贝利基金的13F投资组合价值下降了约3%,主要持仓包括微软、英伟达、Alphabet和莱纳公司。3、在英伟达公司、国家燃料燃气公司和亚马逊的持仓增加,而在微软公司、Alphabet公司和万事达卡公司的持仓减少。1. GAMCO manages approximately $35 billion in assets with a diversified 13F portfolio of over 1100 positions. 2. In Q2 2024, the value of Gabelli Funds' 13F portfolio decreased by about 3%, with top holdings including Microsoft, Nvidia, Alphabet, and Lennar. 3. Stake increases were observed in Nvidia Corp, National Fuel Gas, and Amazon, while stakes in Microsoft Corp, Alphabet Inc, and MasterCard Inc were reduced.
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