$34.08B13F报告持仓市值
50持仓明细
+7新增
18已增持
6减持
−2已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| CHYM Chime Financial, Inc. Class A… | $430.37M | 1.3% |
| BULL Webull Corporation Class A… | $140.22M | 0.4% |
| HNGE Hinge Health, Inc. | $28.57M | 0.1% |
| CRCL Circle Internet Group | $22.66M | 0.1% |
| ETOR eToro Group Ltd. | $5.33M | 0.0% |
| TFIN Triumph Financial, Inc. | $2.41M | 0.0% |
| MNTN MNTN, Inc Class A | $437,400 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| META Meta Platforms, Inc. | ▲ Add | +0.9% | $5.56B |
| AMZN Amazon.com, Inc. | ▲ Add | +62.2% | $2.34B |
| MSFT Microsoft Corporation | ▲ Add | +5.0% | $3.26B |
| NVDA NVIDIA Corporation | ▲ Add | +6.8% | $1.85B |
| RDDT Reddit, Inc. | ▲ Add | +89.2% | $925.85M |
| DASH DoorDash, Inc. | ▼ Trim | -98.8% | $6.25M |
| AVGO Broadcom Inc. | ▲ Add | +19.0% | $745.14M |
| TSM Taiwan Semiconductor… | ▲ Add | +7.9% | $1.04B |
| GOOGL Alphabet Inc. | ▲ Add | +3.1% | $1.87B |
| APP AppLovin Corporation | ▲ Add | +20.1% | $701.21M |
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。