$120.34B13F报告持仓市值
902持仓明细
4包含的其他管理人
+20新增
68已增持
158减持
−19已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| MDLN Medline Inc. | $437.24M | 0.4% |
| UTHR United Therapeutics… | $157.39M | 0.1% |
| MDB MongoDB, Inc. | $112.20M | 0.1% |
| BLLN BillionToOne, Inc. | $103.79M | 0.1% |
| SVM Silvercorp Metals Inc. | $35.25M | 0.0% |
| UPST Upstart Holdings, Inc. | $33.19M | 0.0% |
| ZTS Zoetis Inc. | $18.98M | 0.0% |
| PI Impinj, Inc. | $17.88M | 0.0% |
| RVMD Revolution Medicines, Inc. | $15.53M | 0.0% |
| ODFL Old Dominion Freight Line… | $13.32M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| SE Sea Limited | ▼ Trim | -3.3% | $4.94B |
| RBLX Roblox Corporation | ▼ Trim | -7.5% | $1.75B |
| CPNG Coupang, Inc. | ▼ Trim | -2.8% | $3.45B |
| NET Cloudflare, Inc. | ▼ Trim | -23.0% | $3.32B |
| SPOT Spotify Technology S.A. | ▼ Trim | -4.2% | $4.84B |
| DDOG Datadog, Inc. | ▼ Trim | -65.3% | $538.73M |
| META Meta Platforms, Inc. | ▼ Trim | -16.8% | $2.90B |
| NFLX Netflix, Inc. | ▲ Add | +1.2% ✂ | $3.46B |
| AXON Axon Enterprise, Inc. | ▲ Add | +1198.7% | $932.87M |
| MELI MercadoLibre, Inc. | ▲ Add | +5.0% | $7.01B |
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。