$5.60B13F报告持仓市值
18持仓明细
1包含的其他管理人
+6新增
3已增持
6减持
−2已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| SSD Simpson Manufacturing Co.… | $218.38M | 3.9% |
| MDB MongoDB, Inc. | $145.00M | 2.6% |
| COOP Mr. Cooper Group Inc. | $135.01M | 2.4% |
| CBRE CBRE Group, Inc. | $82.59M | 1.5% |
| RDFN | $64.96M | 1.2% |
| CCCS CCC Intelligent Solutions… | $27.12M | 0.5% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| AMZN Amazon.com, Inc. | ▲ Add | +587.7% | $849.59M |
| NSIT Insight Enterprises, Inc. | ▼ Trim | -29.5% | $395.16M |
| EXPE Expedia Group, Inc. | ▼ Trim | -75.1% | $46.95M |
| RKT Rocket Companies, Inc. | ▲ Add | +124.8% | $214.48M |
| META Meta Platforms, Inc. | ▼ Trim | -38.6% | $460.11M |
| FWONA Formula One Group | ▲ Add | +3.6% | $464.91M |
| V Visa Inc. | ▼ Trim | -5.2% | $442.02M |
| DIS The Walt Disney Company | ▼ Trim | -22.5% | $630.92M |
| RBLX Roblox Corporation | ▼ Trim | -46.0% | $497.81M |
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。