$29.68B13F报告持仓市值
245持仓明细
11包含的其他管理人
+14新增
13已增持
27减持
−26已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| RDDT Reddit, Inc. | $1.07B | 3.6% |
| NOW ServiceNow, Inc. | $391.55M | 1.3% |
| SCHW The Charles Schwab Corporation | $333.79M | 1.1% |
| HUBS HubSpot, Inc. | $260.09M | 0.9% |
| AFRM Affirm Holdings, Inc. | $160.38M | 0.5% |
| OKTA Okta, Inc. | $98.82M | 0.3% |
| DDOG Datadog, Inc. | $95.73M | 0.3% |
| MNDY monday.com Ltd. | $69.10M | 0.2% |
| TTAN ServiceTitan, Inc. | $64.94M | 0.2% |
| FUTU Futu Holdings Limited | $10.39M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| TEAM Atlassian Corporation | ▲ Add | +612.7% | $860.54M |
| CEG Constellation Energy… | ▼ Trim | -14.1% | $1.49B |
| APP AppLovin Corporation | ▲ Add | +15.3% | $744.14M |
| TSM Taiwan Semiconductor… | ▲ Add | +6.4% | $1.97B |
| PDD PDD Holdings Inc. | ▼ Trim | -92.9% | $17.91M |
| JD JD.com, Inc. | ▼ Trim | -92.5% | $21.30M |
| TSLA Tesla, Inc. | ▼ Trim | -2.8% | $877.03M |
| SPOT Spotify Technology S.A. | ▲ Add | +66.8% | $567.42M |
| BABA Alibaba Group Holding Limited | ▼ Trim | -92.9% | $16.34M |
| GEV GE Vernova Inc. | ▼ Trim | -2.0% | $1.27B |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。