$61.94B13F报告持仓市值
1,806持仓明细
5包含的其他管理人
+39新增
483已增持
376减持
−43已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| MANE Veradermics, Incorporated | $66.60M | 0.1% |
| SAP SAP SE | $20.41M | 0.0% |
| WGS GeneDx Holdings Corp. | $14.78M | 0.0% |
| KWR Quaker Houghton | $13.03M | 0.0% |
| GTX Garrett Motion Inc. | $11.25M | 0.0% |
| COGT Cogent Biosciences, Inc. | $10.50M | 0.0% |
| PVLA Palvella Therapeutics, Inc. | $10.11M | 0.0% |
| TASK | $9.13M | 0.0% |
| SHOO Steven Madden, Ltd. | $8.85M | 0.0% |
| MIR Mirion Technologies, Inc. | $8.49M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▲ Add | +2.2% | $3.24B |
| TSLA Tesla, Inc. | ▲ Add | +3.3% | $1.60B |
| AMZN Amazon.com, Inc. | ▲ Add | +2.5% | $2.36B |
| NVDA NVIDIA Corporation | ▲ Add | +1.9% | $3.52B |
| AAPL Apple Inc. | ▲ Add | +3.1% | $4.23B |
| GOOGL Alphabet Inc. | ▲ Add | +2.2% | $2.37B |
| SPOT Spotify Technology S.A. | ▼ Trim | -49.6% | $105.26M |
| LLY Eli Lilly and Company | ▼ Trim | -3.1% | $666.24M |
| AVGO Broadcom Inc. | ▲ Add | +2.4% | $1.35B |
| GOOG Alphabet Inc. | ▲ Add | +3.0% | $1.96B |
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。