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% 16.3% 16.8%
Sentinel S 14.1% 12.4% 13.5% 15.2% 15.1% 14.5%
Crowdstrike CRWD 13.4% 13.7% 15.7% 14.6% 9.7% 2.3%
Datadog DDOG 12.2% 15.2% 18.0% 18.8% 18.3% 17.8%
Monday MNDY 6.2% 4.6% 4.1% 5.1% 1.9% 9.4%
Zscaler ZS 2.9% N/A N/A N/A 13.5% 14.5%
Mongo MDB N/A 10.8% 10.7% 8.1% 6.5% 7.2%

一个月左右的投资报酬率为 -17.71%,上个月是 +16.85%,差不多把上个月赚的都赔回去了。

卖出 MongoDB

买入 Zscaler,Zscaler 曾经也是 Saul 的持股,在六月才卖出,现在又买回来,不过持股比重不高,仅有 2.9%。

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