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AtonRa Partners

SEC CIK
0001846445
最新申報
2024/2/5

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/2/2 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
113
較 2022 年第 3 季 −1
總值
$7,848 萬
較 2022 年第 3 季 −$2,329 萬 (−22.9%)
申報日
2023/2/2
SEC
AtonRa Partners 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MAXRMaxar Technologies Inc.COM36,881$190.8 萬2.4%−6,075−14.1%減碼歷史
PYPLPayPal Holdings, Inc.Stock25,308$180.2 萬2.3%−6,563−20.6%減碼歷史
XYZBlock, Inc.CL A28,579$179.6 萬2.3%−4,183−12.8%減碼歷史
MDGLMadrigal Pharmaceuticals, Inc.COM5,706$165.6 萬2.1%−1,543−21.3%減碼歷史
DXCMDexcom IncCOM14,306$162.0 萬2.1%−1,115−7.2%減碼歷史
PODDInsulet CorpStock5,443$160.2 萬2.0%−359−6.2%減碼歷史
SWAVShockwave Medical, Inc.COM7,535$154.9 萬2.0%−2,448−24.5%減碼歷史
FOURShift4 Payments, Inc.CL A27,584$154.3 萬2.0%−7,738−21.9%減碼歷史
ENPHEnphase Energy, Inc.Stock5,810$153.9 萬2.0%−4,749−45.0%減碼歷史
SEDGSolaredge Technologies, Inc.COM4,404$124.8 萬1.6%−3,413−43.7%減碼歷史
INSPInspire Medical Systems, Inc.COM4,743$119.5 萬1.5%−1,470−23.7%減碼歷史
INTUIntuit Inc.Stock3,069$119.5 萬1.5%−251−7.6%減碼歷史
PANWPalo Alto Networks IncStock8,268$115.4 萬1.5%−1,577−16.0%減碼歷史
NVDANVIDIA CorpStock7,509$109.7 萬1.4%−1,982−20.9%減碼歷史
PLTRPalantir Technologies Inc.Stock170,113$109.2 萬1.4%−25,901−13.2%減碼歷史
TMDXTransMedics Group, Inc.COM17,345$107.1 萬1.4%−3,191−15.5%減碼歷史
FTNTFortinet, Inc.Stock20,891$102.1 萬1.3%−4,027−16.2%減碼歷史
EEFTEuronet Worldwide, Inc.COM10,799$101.9 萬1.3%−2,809−20.6%減碼歷史
AMDAdvanced Micro Devices IncStock15,689$101.6 萬1.3%−4,093−20.7%減碼歷史
TENBTenable Holdings, Inc.COM26,616$101.5 萬1.3%−5,195−16.3%減碼歷史
LSCCLattice Semiconductor CorpCOM15,630$101.4 萬1.3%−4,910−23.9%減碼歷史
ALNYAlnylam Pharmaceuticals, Inc.COM4,253$101.1 萬1.3%−1,776−29.5%減碼歷史
LEGNLegend Biotech CorpSPONSORED ADS20,009$99.9 萬1.3%−8,141−28.9%減碼歷史
FSLRFirst Solar, Inc.Stock6,602$98.9 萬1.3%−6,301−48.8%減碼歷史
BNTXBioNTech SESPONSORED ADS6,396$96.1 萬1.2%−2,276−26.2%減碼歷史
MRVLMarvell Technology, Inc.COM25,902$95.9 萬1.2%−6,834−20.9%減碼歷史
NBIXNeurocrine Biosciences IncStock7,999$95.5 萬1.2%−3,187−28.5%減碼歷史
MQMarqeta, Inc.CLASS A COM156,194$95.4 萬1.2%−15,902−9.2%減碼歷史
PRCTPROCEPT BioRobotics CorpCOM22,176$92.1 萬1.2%−3,813−14.7%減碼歷史
NETCloudflare, Inc.CL A COM19,932$90.1 萬1.1%−3,094−13.4%減碼歷史
PLPlanet Labs PBCCOM CL A198,515$86.4 萬1.1%−40,894−17.1%減碼歷史
HAPNHappen, Inc.COM NEW95,167$83.7 萬1.1%−7,477−7.3%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock7,943$83.6 萬1.1%−1,465−15.6%減碼歷史
IRDMIridium Communications Inc.COM15,986$82.2 萬1.0%−1,746−9.8%減碼歷史
DTDynatrace, Inc.Stock20,986$80.4 萬1.0%−6,581−23.9%減碼歷史
OMOutset Medical, Inc.COM30,672$79.2 萬1.0%+2,193+7.7%加碼歷史
SDGRSchrodinger, Inc.COM41,538$77.6 萬1.0%−13,681−24.8%減碼歷史
SHOPShopify Inc.Stock22,213$77.1 萬1.0%−6,496−22.6%減碼歷史
TERTeradyne, IncStock8,821$77.1 萬1.0%−2,524−22.2%減碼歷史
AXNXAxonics, Inc.COM12,141$75.9 萬1.0%−4,790−28.3%減碼歷史
DDOGDatadog, Inc.CL A COM10,199$75.0 萬1.0%−2,897−22.1%減碼歷史
WOLFWolfspeed, Inc.Stock10,748$74.2 萬0.9%−9,056−45.7%減碼歷史
JKHYJack Henry & Associates IncStock4,077$71.6 萬0.9%−296−6.8%減碼歷史
SOFISoFi Technologies, Inc.Stock155,226$71.6 萬0.9%−6,971−4.3%減碼歷史
PACBPacific Biosciences of California, Inc.COM87,179$71.3 萬0.9%−42,862−33.0%減碼歷史
CFLTConfluent, Inc.CLASS A COM31,518$70.1 萬0.9%−6,492−17.1%減碼歷史
ZSZscaler, Inc.Stock6,251$69.9 萬0.9%−1,069−14.6%減碼歷史
SNOWSnowflake Inc.Stock4,817$69.1 萬0.9%−1,381−22.3%減碼歷史
IQVIQVIA Holdings Inc.Stock3,330$68.2 萬0.9%−1,371−29.2%減碼歷史
KYMRKymera Therapeutics, Inc.COM27,125$67.7 萬0.9%−7,337−21.3%減碼歷史
DSGXDescartes Systems Group IncCOM9,678$67.4 萬0.9%−8,167−45.8%減碼歷史
MRNAModerna, Inc.Stock3,746$67.3 萬0.9%−1,013−21.3%減碼歷史
ENVEnvestnet, Inc.COM10,788$66.6 萬0.8%−215−2.0%減碼歷史
EXASExact Sciences CorpCOM13,152$65.1 萬0.8%+738+5.9%加碼歷史
TDYTeledyne Technologies IncCOM1,617$64.7 萬0.8%−171−9.6%減碼歷史
ISRGIntuitive Surgical IncCOM NEW2,423$64.3 萬0.8%−28−1.1%減碼歷史
NOWServiceNow, Inc.Stock1,637$63.6 萬0.8%−337−17.1%減碼歷史
BRKRBruker CorpCOM9,147$62.5 萬0.8%−2,400−20.8%減碼歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS42,846$61.2 萬0.8%−13,426−23.9%減碼歷史
Avidity Biosciences, Inc.05370A108COM26,777$59.4 萬0.8%−7,242−21.3%減碼–
RKLBRocket Lab CorpCOM154,193$58.1 萬0.7%−16,307−9.6%減碼歷史
NCNOnCino, Inc.COM21,823$57.7 萬0.7%−337−1.5%減碼歷史
PATHUiPath, Inc.Stock43,661$55.5 萬0.7%−8,994−17.1%減碼歷史
TTEKTetra Tech IncCOM3,786$55.0 萬0.7%−2,645−41.1%減碼歷史
FISVFiserv IncStock5,420$54.8 萬0.7%−2,263−29.5%減碼歷史
IONSIonis Pharmaceuticals IncCOM13,875$52.4 萬0.7%−3,753−21.3%減碼歷史
ACIWAci Worldwide, Inc.Stock22,463$51.7 萬0.7%−8,087−26.5%減碼歷史
SGENSeagen Inc.COM3,967$51.0 萬0.6%−1,456−26.8%減碼歷史
BCYCBicycle Therapeutics PLCSPONSORED ADS17,067$50.5 萬0.6%−4,527−21.0%減碼歷史
ITCIIntra-Cellular Therapies, Inc.COM9,495$50.2 萬0.6%−2,568−21.3%減碼歷史
AAgilent Technologies, Inc.COM3,295$49.3 萬0.6%−658−16.6%減碼歷史
XYLXylem Inc.COM4,457$49.3 萬0.6%−3,052−40.6%減碼歷史
GWREGuidewire Software, Inc.COM7,815$48.9 萬0.6%−120−1.5%減碼歷史
VEEVVeeva Systems IncStock2,812$45.4 萬0.6%−761−21.3%減碼歷史
WEXWEX Inc.COM2,768$45.3 萬0.6%−567−17.0%減碼歷史
Sunpower Corp867652406COM24,924$44.9 萬0.6%−18,788−43.0%減碼–
RPDRapid7, Inc.COM12,839$43.6 萬0.6%−2,398−15.7%減碼歷史
CPAYCorpay, Inc.COM2,357$43.3 萬0.6%−444−15.9%減碼歷史
NTLAIntellia Therapeutics, Inc.COM12,332$43.0 萬0.5%−4,552−27.0%減碼歷史
GPNGlobal Payments IncStock4,290$42.6 萬0.5%−903−17.4%減碼歷史
TXG10x Genomics, Inc.CL A COM11,553$42.1 萬0.5%−3,125−21.3%減碼歷史
NARIInari Medical, Inc.Stock6,566$41.7 萬0.5%+6,566新進歷史
LNTHLantheus Holdings, Inc.Stock7,992$40.7 萬0.5%−1,788−18.3%減碼歷史
NRIXNurix Therapeutics, Inc.COM36,928$40.5 萬0.5%−9,987−21.3%減碼歷史
SSentinelOne, Inc.CL A27,466$40.1 萬0.5%−2,905−9.6%減碼歷史
TMOThermo Fisher Scientific Inc.Stock727$40.0 萬0.5%−154−17.5%減碼歷史
ABTAbbott LaboratoriesStock3,639$40.0 萬0.5%−726−16.6%減碼歷史
CTLTCatalent, Inc.COM8,875$39.9 萬0.5%−3,454−28.0%減碼歷史
TNDMTandem Diabetes Care IncCOM NEW8,416$37.8 萬0.5%−3,543−29.6%減碼歷史
PEGAPegasystems IncCOM10,912$37.4 萬0.5%−2,239−17.0%減碼歷史
VRNSVaronis Systems IncCOM15,526$37.2 萬0.5%−1,642−9.6%減碼歷史
GHGuardant Health, Inc.COM13,573$36.9 萬0.5%−5,177−27.6%減碼歷史
FISFidelity National Information Services, Inc.Stock5,276$35.8 萬0.5%−1,118−17.5%減碼歷史
AFRMAffirm Holdings, Inc.COM CL A35,690$34.5 萬0.4%−550−1.5%減碼歷史
TWLOTwilio IncCL A6,965$34.1 萬0.4%−1,943−21.8%減碼歷史
SICPSilvergate Capital CorpCL A19,457$33.9 萬0.4%−992−4.9%減碼歷史
RIOTRiot Platforms, Inc.COM94,708$32.1 萬0.4%−7,043−6.9%減碼歷史
COHRCoherent Corp.COM9,067$31.8 萬0.4%+9,067新進歷史
TPICQTpi Composites, IncCOM31,356$31.8 萬0.4%−23,097−42.4%減碼歷史
EWEdwards Lifesciences CorpStock4,211$31.4 萬0.4%−952−18.4%減碼歷史

2022 年第 3 季之後清倉(3 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

AtonRa Partners 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
ABMDAbiomed IncCOM4,803$118.0 萬1.2%歷史
RCMR1 RCM Inc.COM33,252$61.6 萬0.6%歷史
RUNSunrun Inc.COM3,628$10.0 萬0.1%歷史