GENERAL AMERICAN INVESTORS CO INC

报告期 2026-03-31 · CIK 0000040417

持仓数

前50大市值合计

$1.45B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

25Q1 调仓2024-12-31 → 2025-03-31 · 共 26 项建仓 5增持 8减持 10清仓 3

方向

标的

Δ市值

现股数(环比)

清仓

— Intra-Cellular Therapies, Inc.

-$21.9M

0 -100%

减持

ET Energy Transfer LP

-$19.0M

1,020,030 -50%

减持

GOOG Alphabet Inc. - Class C

-$15.6M

399,923 -2%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

NVDA NVIDIA Corporation

减持

RSG Republic Services, Inc.

+$12.6M

380,625 -4%

清仓

CSCO Cisco Systems, Inc.

-$8.2M

0 -100%

增持

AGI Alamos Gold Inc. - Class A

+$7.5M

747,438 +11%

减持

AEM Agnico Eagle Mines Limited

+$6.0M

355,000 -14%

建仓

ENB Enbridge Inc

+$6.0M

140,000

增持

AAPL Apple Inc.

-$5.9M

331,000 +5%

建仓

UEC Uranium Energy Corp.

+$5.3M

1,107,974

建仓

VYX NCR Voyix Corporation

+$5.3M

541,727

清仓

CI Cigna Group/The

-$4.1M

0 -100%

减持

VEEV Veeva Systems Inc. - Class A

-$3.6M

29,457 -40%

建仓

— Arcos Dorados Holdings Inc. -

+$3.1M

381,694

减持

COST Costco Wholesale Corporation

-$2.6M

34,500 -10%

减持

ADBE Adobe Inc.

-$2.6M

31,006 -5%

增持

SOLV Solventum Corporation

+$2.4M

212,350 +2%

减持

DHR Danaher Corporation

-$2.4M

50,010 -9%

减持

T AT&T Inc.

+$2.2M

806,602 -11%

建仓

— InMode Ltd.

+$1.2M

67,784

增持

IDYA IDEAYA Biosciences, Inc.

+$1.2M

260,261 +116%

增持

IAUX i-80 Gold Corp.

+$650.9K

3,602,447 +21%

增持

INDI indie Semiconductor, Inc. - Cl

-$473.4K

1,946,921 +78%

增持

AMAT Applied Materials, Inc.

+$371.7K

71,652 +16%

增持

NN NextNav Inc.

+$329.4K

1,120,227 +31%