$60.86B13F报告持仓市值
2,375持仓明细
6包含的其他管理人
+101新增
504已增持
622减持
−87已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| BAIV | $66.35M | 0.1% |
| LNTH Lantheus Holdings, Inc. | $52.15M | 0.1% |
| VVV Valvoline Inc. | $41.86M | 0.1% |
| FCN FTI Consulting, Inc. | $34.51M | 0.1% |
| GH Guardant Health, Inc. | $30.44M | 0.1% |
| FFBC First Financial Bancorp. | $29.86M | 0.0% |
| SMPL The Simply Good Foods Company | $16.64M | 0.0% |
| LMRI | $14.66M | 0.0% |
| KNF Knife River Corporation | $12.46M | 0.0% |
| QTWO Q2 Holdings, Inc. | $10.43M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▼ Trim | -9.6% | $3.60B |
| INTU Intuit Inc. | ▼ Trim | -55.7% | $486.38M |
| AMZN Amazon.com, Inc. | ▼ Trim | -18.0% | $1.59B |
| GOOG Alphabet Inc. | ▼ Trim | -10.8% | $1.94B |
| NVDA NVIDIA Corporation | ▼ Trim | -13.3% | $1.70B |
| MELI MercadoLibre, Inc. | ▲ Add | +1462.4% | $415.00M |
| PGR The Progressive Corporation | ▼ Trim | -47.4% | $307.21M |
| SCHW The Charles Schwab Corporation | ▼ Trim | -25.0% | $859.17M |
| NOW ServiceNow, Inc. | ▼ Trim | -56.2% | $152.77M |
| VRSK Verisk Analytics, Inc. | ▼ Trim | -97.5% | $7.09M |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。