$139.95B13F报告持仓市值
2,882持仓明细
4包含的其他管理人
+110新增
1455已增持
995减持
−124已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| FXN | $672.40M | 0.5% |
| FTXR | $669.27M | 0.5% |
| PNFP Pinnacle Financial Partners… | $57.23M | 0.0% |
| NEO NeoGenomics, Inc. | $45.72M | 0.0% |
| IPGP IPG Photonics Corporation | $14.95M | 0.0% |
| AGCO AGCO Corporation | $13.22M | 0.0% |
| GSL Global Ship Lease, Inc. | $12.68M | 0.0% |
| FIG Figma, Inc. | $11.85M | 0.0% |
| DEC | $10.55M | 0.0% |
| VG Venture Global, Inc. | $9.21M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| INFY Infosys Limited | ▼ Trim | -69.9% | $237.59M |
| FDN First Trust Dow Jones… | ▼ Trim | -99.2% | $5.04M |
| FBT First Trust NYSE Arca… | ▲ Add | +49660.7% | $705.90M |
| META Meta Platforms, Inc. | ▼ Trim | -12.4% | $1.08B |
| FTNT Fortinet, Inc. | ▲ Add | +45.5% | $940.28M |
| AMZN Amazon.com, Inc. | ▼ Trim | -17.1% | $902.88M |
| RBRK Rubrik, Inc. | ▼ Trim | -30.7% | $239.74M |
| ETN Eaton Corporation plc | ▲ Add | +38.7% | $821.54M |
| GEV GE Vernova Inc. | ▲ Add | +14.8% | $836.85M |
| CTSH Cognizant Technology… | ▼ Trim | -20.6% | $399.94M |
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。