$32.36B13F报告持仓市值
56持仓明细
+10新增
7已增持
4减持
−4已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| NFLX Netflix, Inc. | $242.06M | 0.7% |
| MDB MongoDB, Inc. | $105.84M | 0.3% |
| NTSK Netskope, Inc. Class A Common… | $11.37M | 0.0% |
| FIGR Figure Technology Solutions… | $7.27M | 0.0% |
| KLAR Klarna Group plc | $6.41M | 0.0% |
| BLSH Bullish | $6.36M | 0.0% |
| FIG Figma, Inc. | $3.11M | 0.0% |
| GEMI | $1.68M | 0.0% |
| ARX Accelerant Holdings | $1.12M | 0.0% |
| VIA | $721,200 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| META Meta Platforms, Inc. | ▼ Trim | -62.6% | $2.07B |
| SHW The Sherwin-Williams Company | ▼ Trim | -72.7% | $113.98M |
| AVGO Broadcom Inc. | ▲ Add | +6.9% | $953.31M |
| RDDT Reddit, Inc. | ▼ Trim | -24.0% | $1.07B |
| GEV GE Vernova Inc. | ▲ Add | +5.2% | $709.96M |
| CPNG Coupang, Inc. | ▲ Add | +16.6% | $509.97M |
| AMZN Amazon.com, Inc. | ▲ Add | +3.4% | $2.42B |
| Z Zillow Group, Inc. Class C | ▼ Trim | -19.4% | $447.02M |
| FLTR.L Flutter Entertainment plc | ▲ Add | +5.9% | $929.18M |
| XYZ Block, Inc. | ▲ Add | +12.1% | $319.67M |
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。