$6.66B13F报告持仓市值
18持仓明细
+3新增
7已增持
5减持
−8已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| CRWV CoreWeave, Inc. Class A… | $230.10M | 3.5% |
| SHOP Shopify Inc. | $91.79M | 1.4% |
| BE Bloom Energy Corporation | $22.65M | 0.3% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| AVGO Broadcom Inc. | ▼ Trim | -95.7% | $11.12M |
| HOOD Robinhood Markets, Inc. | ▼ Trim | -50.2% | $146.27M |
| META Meta Platforms, Inc. | ▼ Trim | -1.1% | $1.22B |
| SNOW Snowflake Inc. | ▼ Trim | -16.5% | $444.78M |
| GOOGL Alphabet Inc. | ▲ Add | +65.8% | $162.54M |
| NVDA NVIDIA Corporation | ▲ Add | +6.0% | $1.51B |
| TSM Taiwan Semiconductor… | ▲ Add | +14.1% | $370.51M |
| MELI MercadoLibre, Inc. | ▲ Add | +81.0% | $137.94M |
| CPNG Coupang, Inc. | ▲ Add | +56.4% | $369.82M |
| AMZN Amazon.com, Inc. | ▲ Add | +2.2% | $511.42M |
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。