BloombergSen Inc.
- SEC CIK
- 0001484047
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/7。SEC
- 持股檔數
- 28
- 較 2026 年第 1 季 +1
- 總值
- $8.94 億
- 較 2026 年第 1 季 +$122.72 萬 (+0.1%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| PGRPROGRESSIVE CORP COM | Stock | 521,399 | $1.14 億 | 12.74% | −18,465−3.4% | 減碼 | 查看 |
| CPAYCORPAY INC | COM SHS | 315,268 | $1.05 億 | 11.75% | −11,157−3.4% | 減碼 | 查看 |
| HCAHCA HEALTHCARE INC | COM | 238,940 | $9,316.03 萬 | 10.42% | −8,458−3.4% | 減碼 | 查看 |
| AONAON PLC | CL A | 245,318 | $8,136.95 萬 | 9.10% | −8,688−3.4% | 減碼 | 查看 |
| PNFPPINNACLE FINL PARTNERS INC | COM | 747,954 | $7,545.36 萬 | 8.44% | −26,484−3.4% | 減碼 | 查看 |
| SUNBSUNBELT RENTALS HOLDINGS INC | SHS | 985,609 | $7,373.34 萬 | 8.25% | −34,907−3.4% | 減碼 | 查看 |
| BKNGBOOKING HOLDINGS INC COM | Stock | 372,486 | $6,639.19 萬 | 7.43% | +357,059+2,314.5% | 加碼 | 查看 |
| CIGICOLLIERS INTL GROUP INC | SUB VTG SHS | 551,865 | $5,175.94 萬 | 5.79% | −13,449−2.4% | 減碼 | 查看 |
| HURNHURON CONSULTING GROUP INC COM | Stock | 499,059 | $4,499.52 萬 | 5.03% | +62,994+14.4% | 加碼 | 查看 |
| NOWSERVICENOW INC COM | Stock | 346,581 | $3,440.86 萬 | 3.85% | −12,273−3.4% | 減碼 | 查看 |
| CBZCBIZ INC | COM | 1,068,306 | $3,427.13 萬 | 3.83% | +74,277+7.5% | 加碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 64,936 | $2,698.94 萬 | 3.02% | −2,299−3.4% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 57,548 | $2,146.66 萬 | 2.40% | +57,548 | 新進 | 查看 |
| CITHE CIGNA GROUP COM | Stock | 61,304 | $1,690.03 萬 | 1.89% | −2,152−3.4% | 減碼 | 查看 |
| TDUPTHREDUP INC | CL A | 1,351,246 | $925.6 萬 | 1.04% | 00.0% | 不變 | 查看 |
| WWAYFAIR INC | CL A | 83,942 | $775.79 萬 | 0.87% | +4,157+5.2% | 加碼 | 查看 |
| FAFIRST ADVANTAGE CORP NEW | COM | 398,847 | $719.92 萬 | 0.81% | 00.0% | 不變 | 查看 |
| WRBBERKLEY W R CORP | COM | 88,927 | $627.2 萬 | 0.70% | −568,333−86.5% | 減碼 | 查看 |
| CVNACARVANA CO | CL A | 77,979 | $513.26 萬 | 0.57% | +60,791+353.7% | 加碼 | 查看 |
| AFRMAFFIRM HLDGS INC | COM CL A | 36,889 | $300.83 萬 | 0.34% | 00.0% | 不變 | 查看 |
| DASHDOORDASH INC CL A | Stock | 15,870 | $292.85 萬 | 0.33% | 00.0% | 不變 | 查看 |
| UBERUBER TECHNOLOGIES INC COM | Stock | 35,405 | $255.48 萬 | 0.29% | 00.0% | 不變 | 查看 |
| TOSTTOAST INC CL A | Stock | 82,479 | $229.46 萬 | 0.26% | +15,041+22.3% | 加碼 | 查看 |
| SWIMLATHAM GROUP INC | COM | 329,187 | $212.98 萬 | 0.24% | +136,550+70.9% | 加碼 | 查看 |
| MEDPMEDPACE HLDGS INC | COM | 3,079 | $163.06 萬 | 0.18% | +461+17.6% | 加碼 | 查看 |
| ZSZSCALER INC COM | Stock | 10,829 | $152.85 萬 | 0.17% | +2,651+32.4% | 加碼 | 查看 |
| ROOTROOT INC | CL A NEW | 25,566 | $142.97 萬 | 0.16% | 00.0% | 不變 | 查看 |
| KVYOKLAVIYO INC | COM SER A | 67,071 | $101.28 萬 | 0.11% | +5,476+8.9% | 加碼 | 查看 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。