$29.71B13F报告持仓市值
54持仓明细
+1新增
10已增持
17减持
−3已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| WLTH Wealthfront Corporation | $205.98M | 0.7% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| SE Sea Limited | ▼ Trim | -3.9% | $1.97B |
| MSFT Microsoft Corporation | ▼ Trim | -16.4% | $2.65B |
| APP AppLovin Corporation | ▼ Trim | -35.5% | $871.24M |
| META Meta Platforms, Inc. | ▼ Trim | -2.4% | $1.82B |
| RDDT Reddit, Inc. | ▼ Trim | -17.7% | $883.60M |
| ZS Zscaler, Inc. | ▼ Trim | -6.2% | $355.32M |
| TSM Taiwan Semiconductor… | ▼ Trim | -18.6% | $1.13B |
| NVDA NVIDIA Corporation | ▼ Trim | -6.0% | $2.05B |
| CSGP CoStar Group, Inc. | ▼ Trim | -30.4% | $151.90M |
| BULL Webull Corporation Class A… | ▼ Trim | -42.6% | $52.25M |
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。