$74.33B13F报告持仓市值
1,168持仓明细
1包含的其他管理人
+84新增
168已增持
387减持
−56已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| PTCT PTC Therapeutics, Inc. | $33.63M | 0.0% |
| ADEA Adeia Inc. | $32.05M | 0.0% |
| TWST Twist Bioscience Corporation | $23.39M | 0.0% |
| JQC | $22.04M | 0.0% |
| JFR | $21.79M | 0.0% |
| SIMO Silicon Motion Technology… | $21.18M | 0.0% |
| SGHC Super Group (SGHC) Limited | $20.17M | 0.0% |
| FTRE Fortrea Holdings Inc. | $17.17M | 0.0% |
| ONTO Onto Innovation Inc. | $16.63M | 0.0% |
| INVX Innovex International, Inc. | $16.37M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| TSLA Tesla, Inc. | ▲ Add | 0.0% | $4.70B |
| ORCL Oracle Corporation | ▲ Add | +3.9% | $2.48B |
| MSFT Microsoft Corporation | ▲ Add | +1.1% | $2.24B |
| META Meta Platforms, Inc. | ▲ Add | +0.6% | $4.26B |
| SHOP Shopify Inc. | ▼ Trim | -0.5% | $1.71B |
| BKNG Booking Holdings Inc. | ▲ Add | +6096.5% | $517.35M |
| CRM Salesforce, Inc. | ▼ Trim | -0.2% | $1.13B |
| V Visa Inc. | ▲ Add | +0.3% | $2.80B |
| GOOGL Alphabet Inc. | ▲ Add | +1.1% | $4.99B |
| NVDA NVIDIA Corporation | ▲ Add | +1.6% | $7.15B |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。