Bridger Management, LLC
- SEC CIK
- 0001166309
- 最新申報
- 2026/8/17
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 44
- 較 2021 年第 1 季 +2
- 總值
- $10.7 億
- 較 2021 年第 1 季 +$67.1 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GDDYGoDaddy Inc. | CL A | 832,253 | $7,237 萬 | 6.8% | 00.0% | 不變 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 615,353 | $6,384 萬 | 6.0% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 584,092 | $5,356 萬 | 5.0% | 00.0% | 不變 | 歷史 |
| POSTPost Holdings, Inc. | COM | 489,098 | $5,305 萬 | 5.0% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,016,409 | $5,094 萬 | 4.8% | +84,500+9.1% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 701,115 | $4,926 萬 | 4.6% | 00.0% | 不變 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 383,868 | $4,760 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| CNCCentene Corp | Stock | 630,600 | $4,599 萬 | 4.3% | +630,600 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 393,620 | $4,469 萬 | 4.2% | +5,000+1.3% | 加碼 | 歷史 |
| VRSNVerisign Inc | COM | 192,214 | $4,377 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| LKQLKQ Corp | COM | 818,387 | $4,028 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 54,959 | $3,965 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| SHCSotera Health Co | COM | 1,506,454 | $3,650 萬 | 3.4% | −53,374−3.4% | 減碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 1,219,680 | $3,358 萬 | 3.1% | +360,680+42.0% | 加碼 | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 395,025 | $3,101 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| FTDRFrontdoor, Inc. | COM | 596,758 | $2,973 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| PODDInsulet Corp | Stock | 100,145 | $2,749 萬 | 2.6% | +4,850+5.1% | 加碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 2,035,114 | $2,619 萬 | 2.4% | −817,300−28.7% | 減碼 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,325,188 | $2,061 萬 | 1.9% | −344,457−20.6% | 減碼 | 歷史 |
| ETSYEtsy Inc | COM | 97,763 | $2,012 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 111,304 | $1,887 萬 | 1.8% | −115,200−50.9% | 減碼 | 歷史 |
| AMWLAmerican Well Corp | CL A | 1,383,417 | $1,740 萬 | 1.6% | −245,200−15.1% | 減碼 | 歷史 |
| ZGNXZogenix, Inc. | COM NEW | 949,813 | $1,641 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CUTRCutera Inc | COM | 325,400 | $1,595 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,500,000 | $1,485 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 87,833 | $1,477 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NVRONevro Corp | COM | 87,200 | $1,446 萬 | 1.3% | +87,200 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 68,613 | $1,419 萬 | 1.3% | −162,160−70.3% | 減碼 | 歷史 |
| Pretium Res Inc74139C102 | COM | 1,406,412 | $1,345 萬 | 1.3% | 00.0% | 不變 | – |
| Post Holdings Partnering Cor737465203 | UNIT 99/99/9999 | 1,250,000 | $1,299 萬 | 1.2% | +1,250,000 | 新進 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 74,670 | $1,201 萬 | 1.1% | −14,400−16.2% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 126,600 | $1,065 萬 | 1.0% | +126,600 | 新進 | 歷史 |
| Avanti Acquisition CorpG0682V117 | UNIT 99/99/9999 | 1,000,000 | $1,023 萬 | 1.0% | 00.0% | 不變 | – |
| DXCMDexcom Inc | COM | 21,953 | $937.4 萬 | 0.9% | +5,047+29.9% | 加碼 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 219,197 | $850.3 萬 | 0.8% | −37,700−14.7% | 減碼 | 歷史 |
| QTRXQuanterix Corp | COM | 127,749 | $749.4 萬 | 0.7% | +50,500+65.4% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 116,015 | $733.2 萬 | 0.7% | −207,985−64.2% | 減碼 | 歷史 |
| Consonance HFW Acquisition CG2445M129 | UNIT 99/99/9999 | 700,000 | $728.0 萬 | 0.7% | 00.0% | 不變 | – |
| NEXINexImmune, Inc. | COM | 400,000 | $652.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ALECAlector, Inc. | COM | 203,900 | $424.7 萬 | 0.4% | +203,900 | 新進 | 歷史 |
| SEERSeer, Inc. | COM CL A | 57,700 | $189.1 萬 | 0.2% | +57,700 | 新進 | 歷史 |
| Olink Hldg AB680710100 | SPONSORED ADS | 45,925 | $158.1 萬 | 0.1% | +45,925 | 新進 | – |
| NAUTNautilus Biotechnology, Inc. | COM | 57,000 | $57.6 萬 | 0.1% | +57,000 | 新進 | 歷史 |
| PLAYSTUDIOS, Inc.72815G116 | *W EXP 06/17/202 | 141,105 | $26.1 萬 | <0.1% | +141,105 | 新進 | – |
2021 年第 1 季之後清倉（7 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 114,289 | $2,695 萬 | 2.5% | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 20,000 | $1,672 萬 | 1.6% | 歷史 |
| DRNADicerna Pharmaceuticals Inc | COM | 588,910 | $1,506 萬 | 1.4% | 歷史 |
| SQZSQZ Biotechnologies Co | COM | 807,827 | $996.1 萬 | 0.9% | 歷史 |
| Acies Acquisition CorpG0103T105 | CL A | 899,997 | $893.7 萬 | 0.8% | – |
| DMTKDermTech, Inc. | COM | 122,877 | $624.1 萬 | 0.6% | 歷史 |
| Acies Acquisition CorpG0103T113 | *W EXP 11/30/202 | 299,999 | $45.6 萬 | <0.1% | – |