Einreichungsanalyse
Alyeska Investment Group, L.P.
13F-HR · Zeitraum Q2 2026 · eingereicht Aug 14, 2026
$38.86BGemeldeter 13F-Wert
652Positionen
1Andere enthaltene Manager
+228Neu
165Erhöht
185Reduziert
−188Ausgestiegen
Größte neue Positionen
| Wertpapier | Wert | Gewichtung |
|---|---|---|
| CRM Salesforce, Inc. | $730.35M | 1.9% |
| ANET Arista Networks, Inc. | $537.74M | 1.4% |
| SPOT Spotify Technology S.A. | $356.02M | 0.9% |
| LITE Lumentum Holdings Inc. | $193.09M | 0.5% |
| KRMN Karman Holdings Inc. | $178.94M | 0.5% |
| SNPS Synopsys, Inc. | $177.69M | 0.5% |
| SBAC SBA Communications Corporation | $175.06M | 0.5% |
| CVS CVS Health Corp. | $174.36M | 0.4% |
| SBUX Starbucks Corporation | $170.49M | 0.4% |
| PH Parker-Hannifin Corporation | $161.91M | 0.4% |
Größte Umschichtungen
| Wertpapier | Δ Anteile | Wert aktuell | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▼ Trim | -79.0% | $239.69M |
| MU Micron Technology, Inc. | ▼ Trim | -98.7% | $29.96M |
| IVV iShares Core S&P 500 ETF | ▲ Add | +7.4% | $3.40B |
| CRWV CoreWeave, Inc. Class A… | ▲ Add | +55.7% | $1.08B |
| HOOD Robinhood Markets, Inc. | ▼ Trim | -92.8% | $57.45M |
| AMZN Amazon.com, Inc. | ▼ Trim | -59.6% | $422.30M |
| META Meta Platforms, Inc. | ▲ Add | +59.9% | $837.91M |
| MSFT Microsoft Corporation | ▲ Add | +115.4% | $499.11M |
| STX Seagate Technology Holdings… | ▲ Add | +133.0% | $281.24M |
| ENPH Enphase Energy, Inc. | ▼ Trim | -94.7% | $15.13M |
Herkunft: Metadaten aus dem EDGAR-Formularindex; Analyse aus der geparsten Informationstabelle (aktuellste akzeptierte Version dieses Quartals). Kein redaktioneller Kommentar – ausschließlich berechnete Felder.