$16.80B13F报告持仓市值
196持仓明细
+11新增
108已增持
73减持
−8已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| BMNR Bitmine Immersion… | $387.91M | 2.3% |
| SLMT | $218.39M | 1.3% |
| BLSH Bullish | $163.90M | 1.0% |
| WGS GeneDx Holdings Corp. | $48.16M | 0.3% |
| BABA Alibaba Group Holding Limited | $37.57M | 0.2% |
| FIG Figma, Inc. | $30.40M | 0.2% |
| PONY Pony AI Inc. American… | $28.62M | 0.2% |
| KLAR Klarna Group plc | $16.92M | 0.1% |
| KDK Kodiak AI, Inc. Common Stock | $6.29M | 0.0% |
| NEXN | $1.80M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| TSLA Tesla, Inc. | ▲ Add | +16.6% | $1.60B |
| PLTR Palantir Technologies Inc. | ▼ Trim | -1.0% | $736.08M |
| TER Teradyne, Inc. | ▲ Add | +25.2% | $374.70M |
| CRSP CRISPR Therapeutics AG | ▼ Trim | -3.9% | $634.29M |
| CRCL Circle Internet Group | ▲ Add | +1.4% | $393.36M |
| SHOP Shopify Inc. | ▼ Trim | -4.6% | $715.68M |
| KTOS Kratos Defense & Security… | ▼ Trim | -20.0% | $329.33M |
| EXAS Exact Sciences Corporation | ▲ Add | +6072588.9% | $119.61M |
| BEAM Beam Therapeutics Inc. | ▲ Add | +24.8% | $267.91M |
| COIN Coinbase Global, Inc. | ▼ Trim | -8.7% | $808.47M |
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。