$111.52B13F报告持仓市值
5,484持仓明细
5包含的其他管理人
+309新增
934已增持
945减持
−239已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| RVMD Revolution Medicines, Inc. | $170.09M | 0.2% |
| IREN IREN Limited | $57.59M | 0.1% |
| ONDS Ondas Holdings Inc. | $38.16M | 0.0% |
| FTAI FTAI Aviation Ltd. | $33.86M | 0.0% |
| CGGR Capital Group Growth ETF | $32.15M | 0.0% |
| BIO Bio-Rad Laboratories, Inc. | $25.09M | 0.0% |
| ASND Ascendis Pharma A/S | $18.30M | 0.0% |
| MINV | $18.11M | 0.0% |
| NBJP | $17.22M | 0.0% |
| MDA MDA Space Ltd | $16.26M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +48.2% | $6.96B |
| META Meta Platforms, Inc. | ▼ Trim | -28.7% | $1.70B |
| AVGO Broadcom Inc. | ▼ Trim | -19.0% | $1.86B |
| AAPL Apple Inc. | ▲ Add | +25.9% | $4.57B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +141.3% | $918.96M |
| MU Micron Technology, Inc. | ▲ Add | +26.3% | $1.46B |
| TSLA Tesla, Inc. | ▲ Add | +0.5% | $1.99B |
| MSFT Microsoft Corporation | ▲ Add | +20.1% | $4.41B |
| TSM Taiwan Semiconductor… | ▲ Add | +137.5% | $591.10M |
| CTSH Cognizant Technology… | ▼ Trim | -57.8% | $149.38M |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。