Bridger Management, LLC
- SEC CIK
- 0001166309
- 最新申報
- 2026/8/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 43
- 較 2022 年第 1 季 −9
- 總值
- $4.44 億
- 較 2022 年第 1 季 −$1.66 億 (−27.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 68,159 | $3,194 萬 | 7.2% | +15,500+29.4% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 445,953 | $3,102 萬 | 7.0% | −185,700−29.4% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 318,300 | $2,693 萬 | 6.1% | −33,300−9.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 342,214 | $2,603 萬 | 5.9% | −32,378−8.6% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 376,600 | $2,488 萬 | 5.6% | +376,600 | 新進 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 1,641,319 | $2,275 萬 | 5.1% | −198,961−10.8% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 313,115 | $2,188 萬 | 4.9% | −40,100−11.4% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 73,072 | $2,059 萬 | 4.6% | −9,728−11.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 993,309 | $2,032 萬 | 4.6% | −23,100−2.3% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 207,800 | $1,722 萬 | 3.9% | +207,800 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 35,000 | $1,638 萬 | 3.7% | +35,000 | 新進 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 411,753 | $1,577 萬 | 3.6% | −8,300−2.0% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 93,753 | $1,569 萬 | 3.5% | −28,561−23.4% | 減碼 | 歷史 |
| SKINSkinHealth Systems Inc. | COM CL A | 1,094,710 | $1,408 萬 | 3.2% | +164,500+17.7% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 119,779 | $1,294 萬 | 2.9% | −38,700−24.4% | 減碼 | 歷史 |
| Post Holdings Partnering Cor737465203 | UNIT 99/99/9999 | 1,250,000 | $1,221 萬 | 2.8% | 00.0% | 不變 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,500,000 | $1,128 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 956,014 | $1,102 萬 | 2.5% | +26,300+2.8% | 加碼 | 歷史 |
| Avanti Acquisition CorpG0682V117 | UNIT 99/99/9999 | 1,000,000 | $1,000 萬 | 2.3% | 00.0% | 不變 | – |
| AIRSAirsculpt Technologies, Inc. | COM | 1,634,941 | $969.5 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| WRACWilliams Rowland Acquisition Corp. | COM | 950,000 | $950.0 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PODDInsulet Corp | Stock | 41,000 | $893.6 萬 | 2.0% | +41,000 | 新進 | 歷史 |
| POSTPost Holdings, Inc. | COM | 100,298 | $826.0 萬 | 1.9% | −47,300−32.0% | 減碼 | 歷史 |
| SOCSable Offshore Corp. | COM CL A | 500,000 | $489.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| RXSTRxSight, Inc. | COM | 331,432 | $466.7 萬 | 1.1% | +132,832+66.9% | 加碼 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 187,122 | $465.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DCBODocebo Inc. | COM | 150,300 | $430.9 萬 | 1.0% | +46,600+44.9% | 加碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 186,000 | $389.9 萬 | 0.9% | +186,000 | 新進 | 歷史 |
| LIVNLivaNova PLC | SHS | 55,890 | $349.1 萬 | 0.8% | +16,990+43.7% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 77,400 | $235.5 萬 | 0.5% | +77,400 | 新進 | 歷史 |
| QTRXQuanterix Corp | COM | 144,684 | $234.2 萬 | 0.5% | +51,500+55.3% | 加碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 214,100 | $221.6 萬 | 0.5% | 00.0% | 不變 | – |
| SRZNSurrozen, Inc. | COM | 700,001 | $210.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Abcam PLC000380204 | ADS | 142,350 | $205.8 萬 | 0.5% | 00.0% | 不變 | – |
| DMTKDermTech, Inc. | COM | 350,800 | $194.3 萬 | 0.4% | −18,400−5.0% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 44,400 | $129.3 萬 | 0.3% | −85,900−65.9% | 減碼 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 278,000 | $125.1 萬 | 0.3% | −224,000−44.6% | 減碼 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 289,000 | $77.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 66,300 | $76.7 萬 | 0.2% | +66,300 | 新進 | 歷史 |
| NEXINexImmune, Inc. | COM | 400,000 | $64.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,444 | $50.1 萬 | 0.1% | −5,242−78.4% | 減碼 | 歷史 |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 466,666 | $8.90 萬 | <0.1% | 00.0% | 不變 | – |
| Williams Rowland Acquisition Corp.96951B110 | *W EXP 12/11/202 | 475,000 | $4.00 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（16 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ROSTRoss Stores, Inc. | COM | 308,168 | $2,788 萬 | 4.6% | 歷史 |
| LKQLKQ Corp | COM | 362,987 | $1,648 萬 | 2.7% | 歷史 |
| DGDollar General Corp | COM | 60,900 | $1,356 萬 | 2.2% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 153,700 | $953.2 萬 | 1.6% | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 42,000 | $753.3 萬 | 1.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 33,500 | $711.3 萬 | 1.2% | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 150,000 | $588.8 萬 | 1.0% | 歷史 |
| CUTRCutera Inc | COM | 83,422 | $575.6 萬 | 0.9% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 20,606 | $516.4 萬 | 0.8% | 歷史 |
| MORFMorphic Holding, Inc. | COM | 63,700 | $255.8 萬 | 0.4% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 24,380 | $251.3 萬 | 0.4% | 歷史 |
| AMZNAmazon Com Inc | Stock | 652 | $212.5 萬 | 0.3% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,744 | $105.5 萬 | 0.2% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 344 | $95.7 萬 | 0.2% | 歷史 |
| Olink Hldg AB680710100 | SPONSORED ADS | 45,925 | $81.1 萬 | 0.1% | – |
| PLAYSTUDIOS, Inc.72815G116 | *W EXP 06/17/202 | 141,105 | $11.9 萬 | <0.1% | – |