TOP Funds 13F

Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，华尔街金融巨头摩根大通递交了截止至2024年9月30日的第三季度美股持仓报告(13F)。

最新统计显示，这家华尔街最大规模商业银行第三季度美股持仓总市值为1.31万亿美元，上一季度总市值则为1.22万亿美元，环比增长约7%。该机构在第三季度的美股投资组合中新增了582只个股，增持了3608只个股，减持了2465只个股，清仓了531只个股。其中第三季度前十大持仓标的占小摩美股持仓总市值的23.48%。

在小摩第三季度的前十大重仓股中，集中于美股科技巨头们，意味着小摩押注全球资金将继续抱团这些受益于AI投资热潮且基本面无比强劲的美股科技巨头们。其中，$微软 (MSFT.US)$、$英伟达 (NVDA.US)$以及$亚马逊 (AMZN.US)$在第三季度获小摩不同程度加仓，$苹果 (AAPL.US)$、$Meta Platforms (META.US)$与$谷歌-A (GOOGL.US)$则被小摩小幅减持。

此外，$标普500指数 (.SPX.US)$ETF、$联合健康 (UNH.US)$以及$万事达 (MA.US)$获不同程度加仓。

小摩前十大重仓股中，微软仍然稳稳位列第一，持仓约1.37亿股，持仓市值约591亿美元，占投资组合比例为4.51%，较上季度的整体持仓数量增加3.64%。依靠OpenAI大股东的身份，微软将OpenAI引以为傲的GPT-4 AI大模型嵌入旗下Office系列等多个旗舰应用软件以及微软Azure云服务平台，一举成为全球范围内AI应用端的绝对领军者，业绩与股价自2023年以来不断增长，一度稳坐“全球最高市值上市公司”宝座，但是近期股价因AI货币化前景显得模糊以及美债收益率持续上行重压而有所走弱，目前在全球股票市值排名榜单中落后于英伟达与苹果。

英伟达位列第二，持仓大约4.07亿股，持仓市值约494亿美元，占投资组合比例为3.76%，较上季度持仓数量增长4.08%。

苹果位列第三，持仓大约1.79亿股，持仓市值约417亿美元，占投资组合比例为3.18%，较上季度持仓数量小幅减少1.09%。

亚马逊位列第四，持仓大约1.8亿股，持仓市值为335亿美元，占投资组合比例为2.55%，较上季度持仓数量增长3.87%。

SPDR标普500指数ETF位列第五，持仓大约5668万股，持仓市值为325亿美元，占投资组合比例为2.48%，较上季度持仓数量小幅增长0.62%。

前十大重仓股中，小摩排名第六到第十的重仓股分别为：Facebook母公司$Meta Platforms (META.US)$、减肥药领域领导者$礼来 (LLY.US)$、谷歌、$联合健康 (UNH.US)$以及$万事达 (MA.US)$，后两者获小摩第三季度增持，其他均被小幅减持。

从持仓比例变化来看，小摩前五大买入标的分别是：$麦当劳 (MCD.US)$、$iShares Broad USD High Yield Corporate Bond ETF (USHY.US)$、SPDR标普500指数ETF看涨期权、联合健康以及大举增持“股神”巴菲特旗下的$伯克希尔-B (BRK.B.US)$。前五大卖出标的分别是：$美国超微公司 (AMD.US)$、谷歌、礼来、$博通 (AVGO.US)$以及$安硕纽约地方债券ETF (NYF.US)$。

值得注意的是，小摩在第三季度对于2023年以来持续领涨整个美股市场的“热门AI芯片”投资热情似乎大幅降温，也可能是小摩在历史高位进行获利了结。博通在第三季度遭小摩减持约20%，全球“芯片代工之王”$台积电 (TSM.US)$遭减持约17%，对于力争挑战英伟达AI芯片垄断地位的AMD整体持仓数量相比于上季度则大幅减持约45%。巴菲特旗下的伯克希尔哈撒韦B在第三季度则获得小摩大幅加仓，相比于上季度持仓数量大幅增长32%。

编辑/ping

According to the disclosure by the U.S. Securities and Exchange Commission (SEC), Wall Street financial giant JPMorgan submitted the third quarter U.S. stock hold positions report (form 13f) as of September 30, 2024.

The latest statistics show that this largest commercial bank on Wall Street had a total market cap of its U.S. stock hold positions of approximately 1.31 trillion USD for the third quarter, compared to 1.22 trillion USD in the previous quarter, which is an increase of about 7% quarter-on-quarter. The institution added 582 stocks in its U.S. stock portfolio in the third quarter, increased its shareholding in 3608 stocks, decreased its shareholding in 2465 stocks, and completely sold out of 531 stocks. The top ten holdings in the third quarter accounted for 23.48% of JPMorgan's total market cap of U.S. stock holdings.

In JPMorgan's top ten heavily weighted stocks for the third quarter, the focus is on the major technology giants in the usa, indicating that JPMorgan is betting that global funds will continue to cluster around these strong fundamental technology giants in the usa that benefit from the ai investment boom.$Microsoft (MSFT.US)$、$NVIDIA (NVDA.US)$and$Amazon (AMZN.US)$In the third quarter, increased shareholding by jp morgan to varying degrees.$Apple (AAPL.US)$、$Meta Platforms (META.US)$with$Alphabet-A (GOOGL.US)$On the other hand, slight shareholding reduction by jp morgan.

In addition,$S&P 500 Index (.SPX.US)$ETF,$UnitedHealth (UNH.US)$and$MasterCard (MA.US)$Acquired at different levels.

Among the top ten heavyweights of jpmorgan, microsoft firmly ranks first, holding approximately 0.137 billion shares, with a holding market cap of about 59.1 billion usd, accounting for 4.51% of the portfolio, an increase of 3.64% compared to the overall holding quantity from the previous quarter. Relying on its status as a major shareholder of OpenAI, microsoft has embedded OpenAI's proud GPT-4 ai large model into its flagship applications such as the Office series and the microsoft Azure cloud computing service platform, becoming the absolute leader in ai application globally. Its performance and stock price have continuously increased since 2023, once firmly sitting in the position of "the world's highest market cap listed company"; however, recently the stock price has weakened due to unclear prospects for ai monetization and the continued upward pressure of us treasury yields, currently lagging behind nvidia and apple in the global equity market cap ranking.

Nvidia ranks second, holding approximately 0.407 billion shares, with a holding market cap of about 49.4 billion usd, accounting for 3.76% of the portfolio, an increase of 4.08% in holding quantity compared to the previous quarter.

Apple ranks third, holding approximately 0.179 billion shares, with a market cap of about 41.7 billion USD, accounting for 3.18% of the portfolio, a slight decrease of 1.09% in holdings compared to the last quarter.

Amazon ranks fourth, holding approximately 0.18 billion shares, with a market cap of 33.5 billion USD, accounting for 2.55% of the portfolio, an increase of 3.87% in holdings compared to the last quarter.

SPDR S&P 500 index etf ranks fifth, holding approximately 56.68 million shares, with a market cap of 32.5 billion USD, accounting for 2.48% of the portfolio, a slight increase of 0.62% in holdings compared to the last quarter.

Among the top ten major holdings, JPMorgan ranks sixth through tenth as: the parent company of Facebook.$Meta Platforms (META.US)$and the leader in the weight loss drug sector.$Eli Lilly and Co (LLY.US)$ Alphabet, the parent company, before the release of its first quarter financial report, laid off at least 200 employees from its core team, including 4 vice presidents and 25 directors. $UnitedHealth (UNH.US)$and$MasterCard (MA.US)$, the latter two saw shareholding increases by JPMorgan in the third quarter, while the others were slightly reduced.

From the changes in hold positions, JPMorgan's top five purchased symbols are:mcdonald's (MCD.US) 、$Ishares Broad Usd High Yield Corporate Bond Etf (USHY.US)$The SPDR S&P 500 index etf call options, unitedhealth and significantly increasing shareholding in "Oracle of Omaha" Buffett's company.$Berkshire Hathaway-B (BRK.B.US)$The top five sell symbols are:$Advanced Micro Devices (AMD.US)$Google, eli lilly and co,$Broadcom (AVGO.US)$and$Ishares Trust New York Muni Bond Etf (NYF.US)$。

It is worth noting that jpmorgan seems to have significantly cooled its investment enthusiasm for the "hot ai chip" that has been leading the entire usa stock market since 2023 in the third quarter, which may also suggest that jpmorgan took profits at historical highs. Broadcom saw its shareholding reduced by about 20% by jpmorgan in the third quarter, while the global "king of chip foundry" experienced a reduction of about 17%. Compared to the previous quarter, the overall hold positions in advanced micro devices striving to challenge nvidia's ai chip monopoly were significantly reduced by about 45%.$Taiwan Semiconductor (TSM.US)$Berkshire Hathaway B, under Buffett, received a significant increase in shareholding from jpmorgan in the third quarter, with a substantial growth of 32% compared to the previous quarter.

Editor/ping

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TOP Funds 13F

小摩Q3美股持仓出炉：微软稳坐头号重仓股，AMD等热门AI芯片股遭减持

Morgan Stanley's Q3 holdings in U.S. stocks have been released: Microsoft firmly holds the top position among major holdings, while popular ai chip stocks like AMD have seen shareholding reductions.

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