$5.77B13F报告持仓市值
25持仓明细
5包含的其他管理人
+3新增
6已增持
12减持
−0已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| TRIP Tripadvisor, Inc. | $110.91M | 1.9% |
| IWM iShares Russell 2000 ETF | $73.37M | 1.3% |
| WIX Wix.com Ltd. | $7.08M | 0.1% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | ▲ Add | +47.3% | $325.65M |
| CRM Salesforce, Inc. | ▲ Add | +47.4% | $341.48M |
| KVUE Kenvue Inc. | ▼ Trim | -5.1% | $438.06M |
| GEN Gen Digital Inc. | ▼ Trim | -23.9% | $391.92M |
| QRVO Qorvo, Inc. | ▼ Trim | -4.8% | $668.49M |
| ADSK Autodesk, Inc. | ▼ Trim | -26.6% | $454.25M |
| BDX Becton, Dickinson and Company | ▲ Add | +49.8% | $451.21M |
| RIOT Riot Platforms, Inc. | ▼ Trim | -63.2% | $52.85M |
| MTCH Match Group, Inc. | ▲ Add | +8.7% | $472.99M |
| HR Healthcare Realty Trust… | ▼ Trim | -3.9% | $305.95M |
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。