$26.46B13F报告持仓市值
49持仓明细
+7新增
7已增持
3减持
−3已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| ZS Zscaler, Inc. | $261.59M | 1.0% |
| PDD PDD Holdings Inc. | $254.96M | 1.0% |
| CSGP CoStar Group, Inc. | $232.32M | 0.9% |
| TTAN ServiceTitan, Inc. | $133.87M | 0.5% |
| VEEV Veeva Systems Inc. | $79.47M | 0.3% |
| PONY Pony AI Inc. American… | $5.31M | 0.0% |
| SARO StandardAero, Inc. | $3.96M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| UNH UnitedHealth Group… | ▼ Trim | -81.5% | $221.97M |
| SPOT Spotify Technology S.A. | ▲ Add | +49156.6% | $564.35M |
| APO Apollo Global Management, Inc. | ▼ Trim | -0.1% | $2.03B |
| RDDT Reddit, Inc. | ▲ Add | +306.2% | $331.95M |
| NU Nu Holdings Ltd. | ▼ Trim | -51.8% | $91.98M |
| LLY Eli Lilly and Company | ▲ Add | +35.1% | $1.01B |
| SHW The Sherwin-Williams Company | ▲ Add | +90.3% | $341.39M |
| CPNG Coupang, Inc. | ▲ Add | +307.2% | $178.48M |
| FWONA Formula One Group | ▲ Add | +9.2% | $248.51M |
| LRCX Lam Research Corporation | ▲ Add | +1020.6% | $285.86M |
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。