$135.00B13F报告持仓市值
905持仓明细
4包含的其他管理人
+18新增
42已增持
187减持
−18已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| COIN Coinbase Global, Inc. | $198.25M | 0.1% |
| KNF Knife River Corporation | $169.02M | 0.1% |
| FIG Figma, Inc. | $154.24M | 0.1% |
| HTFL Heartflow, Inc. Common Stock | $101.18M | 0.1% |
| ARM Arm Holdings plc American… | $90.68M | 0.1% |
| BABA Alibaba Group Holding Limited | $66.42M | 0.0% |
| IREN IREN Limited | $26.42M | 0.0% |
| KTOS Kratos Defense & Security… | $19.05M | 0.0% |
| UTI Universal Technical… | $18.90M | 0.0% |
| ADBE Adobe Inc. | $17.82M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| APP AppLovin Corporation | ▼ Trim | -2.4% | $4.49B |
| MELI MercadoLibre, Inc. | ▼ Trim | -5.4% | $7.75B |
| SPOT Spotify Technology S.A. | ▼ Trim | -9.7% | $6.07B |
| NVDA NVIDIA Corporation | ▼ Trim | -5.1% | $8.69B |
| SHOP Shopify Inc. | ▼ Trim | -6.1% | $5.27B |
| NFLX Netflix, Inc. | ▼ Trim | -6.5% | $4.37B |
| TTD The Trade Desk, Inc. | ▼ Trim | -5.2% | $1.43B |
| PDD PDD Holdings Inc. | ▼ Trim | -7.5% | $4.20B |
| ISRG Intuitive Surgical, Inc. | ▼ Trim | -16.4% | $1.16B |
| SE Sea Limited | ▼ Trim | -3.7% | $7.17B |
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。