$114.59B13F报告持仓市值
902持仓明细
4包含的其他管理人
+15新增
45已增持
187减持
−19已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| CRM Salesforce, Inc. | $321.47M | 0.3% |
| ON ON Semiconductor Corporation | $219.00M | 0.2% |
| UBER Uber Technologies, Inc. | $167.53M | 0.1% |
| WSC WillScot Holdings Corporation | $145.39M | 0.1% |
| RDDT Reddit, Inc. | $78.67M | 0.1% |
| BZ Kanzhun Limited | $71.11M | 0.1% |
| AMPL Amplitude, Inc. | $20.29M | 0.0% |
| PRCT PROCEPT BioRobotics… | $18.29M | 0.0% |
| CDNS Cadence Design Systems, Inc. | $10.89M | 0.0% |
| SNPS Synopsys, Inc. | $9.94M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| TSLA Tesla, Inc. | ▼ Trim | -76.3% | $456.65M |
| TTD The Trade Desk, Inc. | ▼ Trim | -10.7% | $1.72B |
| NVDA NVIDIA Corporation | ▼ Trim | -11.3% | $5.08B |
| AMZN Amazon.com, Inc. | ▼ Trim | -3.4% | $6.63B |
| PDD PDD Holdings Inc. | ▲ Add | +5.2% | $4.74B |
| SHOP Shopify Inc. | ▼ Trim | -6.5% | $5.34B |
| MRNA Moderna, Inc. | ▼ Trim | -35.9% | $707.29M |
| SE Sea Limited | ▼ Trim | -3.5% | $5.16B |
| WIX Wix.com Ltd. | ▼ Trim | -42.5% | $527.24M |
| ADI Analog Devices, Inc. | ▼ Trim | -80.8% | $117.64M |
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。