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PharVision Advisers, LLC

SEC CIK
0001898824
最新申報
2026/8/11

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/17 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
654
較 2025 年第 2 季 +387
總值
$1.78 億
較 2025 年第 2 季 +$1.08 億 (+155.4%)
申報日
2025/11/17
SEC
PharVision Advisers, LLC 在 2025 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WWayfair Inc.CL A9,827$87.8 萬0.5%+9,827新進歷史
EXLSExlService Holdings, Inc.COM17,724$78.0 萬0.4%00.0%不變歷史
TIGRUP Fintech Holding LtdSPONSORED ADS68,759$73.4 萬0.4%+68,759新進歷史
ARRYArray Technologies, Inc.COM SHS89,560$73.0 萬0.4%+89,560新進歷史
SFMSprouts Farmers Market, Inc.COM6,658$72.4 萬0.4%+6,658新進歷史
CAAPCorporacion America Airports S.A.COM36,186$65.6 萬0.4%+36,186新進歷史
VRTVertiv Holdings CoCOM CL A4,238$63.9 萬0.4%+4,238新進歷史
ZVRAZevra Therapeutics, Inc.COM NEW66,733$63.5 萬0.4%+66,733新進歷史
BOWBowhead Specialty Holdings Inc.COM SHS22,482$60.8 萬0.3%+22,482新進歷史
LXLexinFintech Holdings Ltd.ADR113,928$60.7 萬0.3%+113,928新進歷史
EEFTEuronet Worldwide, Inc.COM6,729$59.1 萬0.3%+6,729新進歷史
RIGLRigel Pharmaceuticals IncCOM20,522$58.1 萬0.3%+20,522新進歷史
MASIMasimo CorpCOM3,909$57.7 萬0.3%+3,909新進歷史
LXULSB Industries, Inc.COM72,756$57.3 萬0.3%+72,756新進歷史
BFAMBright Horizons Family Solutions Inc.COM5,242$56.9 萬0.3%+1,810+52.7%加碼歷史
EVLVEvolv Technologies Holdings, Inc.COM CL A72,224$54.5 萬0.3%+72,224新進歷史
IIINInsteel Industries IncCOM14,157$54.3 萬0.3%+14,157新進歷史
BSXBoston Scientific CorpStock5,478$53.5 萬0.3%+3,105+130.8%加碼歷史
IDTIdt CorpCL B NEW10,123$53.0 萬0.3%+10,123新進歷史
HONHoneywell International IncCOM2,497$52.6 萬0.3%+1,209+93.9%加碼歷史
AITApplied Industrial Technologies IncCOM1,992$52.0 萬0.3%+1,992新進歷史
PBFPBF Energy Inc.CL A16,963$51.2 萬0.3%+16,963新進歷史
APLSApellis Pharmaceuticals, Inc.COM22,291$50.4 萬0.3%+22,291新進歷史
CSTMConstellium SECL A SHS33,893$50.4 萬0.3%+22,838+206.6%加碼歷史
VICIVici Properties Inc.COM15,150$49.4 萬0.3%+15,150新進歷史
ESEAEuroseas Ltd.SHS8,275$49.3 萬0.3%+8,275新進歷史
HLFHerbalife Ltd.COM SHS57,320$48.4 萬0.3%+57,320新進歷史
OZKBank OZKCOM9,486$48.4 萬0.3%+9,486新進歷史
SEDGSolaredge Technologies, Inc.COM13,055$48.3 萬0.3%+13,055新進歷史
LASRNlight, Inc.COM16,108$47.7 萬0.3%+16,108新進歷史
PARRPar Pacific Holdings, Inc.COM NEW13,279$47.0 萬0.3%+13,279新進歷史
ALLYAlly Financial Inc.Stock11,873$46.5 萬0.3%+11,873新進歷史
RVLVRevolve Group, Inc.CL A21,754$46.3 萬0.3%+21,754新進歷史
SHAKShake Shack Inc.CL A4,930$46.1 萬0.3%+4,930新進歷史
CNXNPC Connection IncCOM7,414$46.0 萬0.3%+7,414新進歷史
LNGCheniere Energy, Inc.COM NEW1,955$45.9 萬0.3%+1,955新進歷史
EATBrinker International, IncStock3,618$45.8 萬0.3%+2,394+195.6%加碼歷史
MASMasco CorpCOM6,507$45.8 萬0.3%+6,507新進歷史
DOOBRP Inc.COM SUN VTG7,482$45.5 萬0.3%+7,482新進歷史
FTITechnipFMC plcCOM11,483$45.3 萬0.3%+3,114+37.2%加碼歷史
BMBLBumble Inc.COM CL A74,041$45.1 萬0.3%+74,041新進歷史
PGNYProgyny, Inc.COM20,825$44.8 萬0.3%+20,825新進歷史
ABNBAirbnb, Inc.Stock3,681$44.7 萬0.3%+3,681新進歷史
PTONPeloton Interactive, Inc.CL A COM49,226$44.3 萬0.2%+49,226新進歷史
SEISolaris Energy Infrastructure, Inc.COM CL A11,048$44.2 萬0.2%+11,048新進歷史
ULUnilever PLCSPON ADR NEW7,416$44.0 萬0.2%+7,416新進歷史
SNDRSchneider National, Inc.CL B20,716$43.8 萬0.2%+20,716新進歷史
GCMGGCM Grosvenor Inc.COM CL A36,185$43.7 萬0.2%+36,185新進歷史
OOMAOoma IncCOM36,246$43.5 萬0.2%+36,246新進歷史
ACHRArcher Aviation Inc.Stock45,268$43.4 萬0.2%+45,268新進歷史
QFINQfin Holdings, Inc.AMERICAN DEP15,021$43.2 萬0.2%+15,021新進歷史
SIBNSI-BONE, Inc.COM29,299$43.1 萬0.2%+29,299新進歷史
TMDXTransMedics Group, Inc.COM3,841$43.1 萬0.2%+1,871+95.0%加碼歷史
ENTAEnanta Pharmaceuticals IncCOM35,846$42.9 萬0.2%+35,846新進歷史
AWRAmerican States Water CoCOM5,847$42.9 萬0.2%+2,627+81.6%加碼歷史
OMCOmnicom Group Inc.COM5,232$42.7 萬0.2%+5,232新進歷史
SKYWSkywest IncCOM4,234$42.6 萬0.2%+894+26.8%加碼歷史
APAMArtisan Partners Asset Management Inc.CL A9,802$42.5 萬0.2%+9,802新進歷史
HEI.AHeico CorpCL A1,674$42.5 萬0.2%+1,674新進歷史
NBHCNational Bank Holdings CorpCL A10,949$42.3 萬0.2%+10,949新進歷史
FVRRFiverr International Ltd.ORD SHS17,288$42.2 萬0.2%+9,319+116.9%加碼歷史
ACICAmerican Coastal Insurance CorpCOM36,887$42.0 萬0.2%+36,887新進歷史
NUTXNutex Health Inc.COM4,062$42.0 萬0.2%+4,062新進歷史
BYRNByrna Technologies Inc.COM NEW18,913$41.9 萬0.2%+18,913新進歷史
CFCF Industries Holdings, Inc.COM4,661$41.8 萬0.2%+4,661新進歷史
JBLJabil IncStock1,924$41.8 萬0.2%+952+97.9%加碼歷史
DPZDominos Pizza IncCOM966$41.7 萬0.2%+472+95.5%加碼歷史
NDAQNasdaq, Inc.COM4,712$41.7 萬0.2%+2,406+104.3%加碼歷史
NVDANVIDIA CorpStock2,230$41.6 萬0.2%+2,230新進歷史
PSTLPostal Realty Trust, Inc.CL A26,491$41.6 萬0.2%+1,110+4.4%加碼歷史
DLOdLocal LtdCLASS A COM29,051$41.5 萬0.2%+8,067+38.4%加碼歷史
BDNBrandywine Realty TrustSH BEN INT NEW99,355$41.4 萬0.2%+99,355新進歷史
FCFranklin Covey CoCOM21,197$41.1 萬0.2%+21,197新進歷史
BATRAAtlanta Braves Holdings, Inc.COM SER A9,024$41.0 萬0.2%+9,024新進歷史
GPREGreen Plains Inc.COM46,399$40.8 萬0.2%+46,399新進歷史
MLCOMelco Resorts & Entertainment LTDADR44,295$40.6 萬0.2%+44,295新進歷史
LUNRIntuitive Machines, Inc.CLASS A COM38,533$40.5 萬0.2%+38,533新進歷史
MOMOHello Group Inc.ADS54,461$40.4 萬0.2%+54,461新進歷史
VREVeris Residential, Inc.COM26,524$40.3 萬0.2%+26,524新進歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS10,723$40.3 萬0.2%+10,723新進歷史
NFLXNetflix IncStock336$40.3 萬0.2%+336新進歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,428$39.9 萬0.2%+1,428新進歷史
VREXVarex Imaging CorpCOM32,142$39.9 萬0.2%+32,142新進歷史
MPAAMotorcar Parts of America IncCOM24,026$39.7 萬0.2%+24,026新進歷史
SMBCSouthern Missouri Bancorp, Inc.COM7,548$39.7 萬0.2%+7,548新進歷史
MOSMosaic CoCOM11,390$39.5 萬0.2%+5,685+99.6%加碼歷史
KRTKarat Packaging Inc.COM15,618$39.4 萬0.2%+15,618新進歷史
GRBKGreen Brick Partners, Inc.COM5,320$39.3 萬0.2%+5,320新進歷史
DVDoubleVerify Holdings, Inc.COM32,733$39.2 萬0.2%+22,724+227.0%加碼歷史
RNGRingCentral, Inc.CL A13,738$38.9 萬0.2%+13,738新進歷史
ANIKAnika Therapeutics, Inc.COM41,386$38.9 萬0.2%+41,386新進歷史
PCTYPaylocity Holding CorpCOM2,441$38.9 萬0.2%+2,441新進歷史
VEEVVeeva Systems IncStock1,305$38.9 萬0.2%−500−27.7%減碼歷史
CNKCinemark Holdings, Inc.COM13,837$38.8 萬0.2%+2,285+19.8%加碼歷史
OHIOmega Healthcare Investors IncCOM9,156$38.7 萬0.2%+9,156新進歷史
TROWPrice T Rowe Group IncStock3,757$38.6 萬0.2%+3,757新進歷史
MANHManhattan Associates IncStock1,863$38.2 萬0.2%+1,863新進歷史
VTEXVtexSHS CL A86,978$38.1 萬0.2%+86,978新進歷史
HUYAHUYA Inc.ADS REP SHS A113,899$37.9 萬0.2%+113,899新進歷史
HQYHealthequity, Inc.COM3,997$37.9 萬0.2%+1,978+98.0%加碼歷史

2025 年第 2 季之後清倉(175 檔)

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 175 檔。

PharVision Advisers, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
CRUSCirrus Logic, Inc.Stock5,399$56.3 萬0.8%歷史
MNSTMonster Beverage CorpCOM8,394$52.6 萬0.8%歷史
CLXClorox CoStock4,249$51.0 萬0.7%歷史
OKTAOkta, Inc.CL A4,879$48.8 萬0.7%歷史
NDSNNordson CorpCOM2,241$48.0 萬0.7%歷史
ORCLOracle CorpStock2,147$46.9 萬0.7%歷史
EXRExtra Space Storage Inc.COM2,977$43.9 萬0.6%歷史
EQIXEquinix IncCOM549$43.7 萬0.6%歷史
PANWPalo Alto Networks IncStock2,114$43.3 萬0.6%歷史
WDAYWorkday, Inc.CL A1,783$42.8 萬0.6%歷史
PORPortland General Electric CoCOM NEW10,513$42.7 萬0.6%歷史
ADSKAutodesk, Inc.COM1,377$42.6 萬0.6%歷史
QCOMQualcomm IncStock2,639$42.0 萬0.6%歷史
RKTRocket Companies, Inc.Stock29,317$41.6 萬0.6%歷史
ADCAgree Realty CorpCOM5,654$41.3 萬0.6%歷史
INTUIntuit Inc.Stock524$41.3 萬0.6%歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN12,807$41.0 萬0.6%歷史
SPGSimon Property Group Inc.REIT2,507$40.3 萬0.6%歷史
CSCOCisco Systems, Inc.Stock5,733$39.8 萬0.6%歷史
DTEDte Energy CoCOM2,928$38.8 萬0.6%歷史
RGLDRoyal Gold IncStock2,135$38.0 萬0.5%歷史
NMFCNew Mountain Finance CorpCOM35,877$37.9 萬0.5%歷史
CPACopa Holdings, S.A.CL A3,427$37.7 萬0.5%歷史
TRINTrinity Capital Inc.COM26,488$37.3 萬0.5%歷史
SAICScience Applications International CorpCOM3,200$36.0 萬0.5%歷史
KMXCarMax IncCOM5,303$35.6 萬0.5%歷史
CROXCrocs, Inc.COM3,514$35.6 萬0.5%歷史
CRMSalesforce, Inc.Stock1,305$35.6 萬0.5%歷史
MUMicron Technology IncStock2,885$35.6 萬0.5%歷史
JCIJohnson Controls International plcStock3,340$35.3 萬0.5%歷史
DOLEDole plcORD SHS25,215$35.3 萬0.5%歷史
RRXRegal Rexnord CorpCOM2,404$34.8 萬0.5%歷史
EPRTEssential Properties Realty Trust, Inc.COM10,860$34.7 萬0.5%歷史
EHCEncompass Health CorpCOM2,810$34.5 萬0.5%歷史
ALSNAllison Transmission Holdings IncStock3,615$34.3 萬0.5%歷史
SSBSouthState Bank CorpCOM3,726$34.3 萬0.5%歷史
INVHInvitation Homes Inc.COM10,444$34.3 萬0.5%歷史
BOXBox IncCL A10,005$34.2 萬0.5%歷史
BNLBroadstone Net Lease, Inc.COM21,165$34.0 萬0.5%歷史
CINFCincinnati Financial CorpCOM2,273$33.8 萬0.5%歷史
DISWalt Disney CoStock2,719$33.7 萬0.5%歷史
PNWPinnacle West Capital CorpCOM3,725$33.3 萬0.5%歷史
ZTSZoetis Inc.Stock2,099$32.7 萬0.5%歷史
LPGDorian LPG Ltd.SHS USD13,426$32.7 萬0.5%歷史
GEGeneral Electric CoStock1,254$32.3 萬0.5%歷史
ONBOld National BancorpStock15,008$32.0 萬0.5%歷史
LOPEGrand Canyon Education, Inc.COM1,693$32.0 萬0.5%歷史
CXWCoreCivic, Inc.COM15,178$32.0 萬0.5%歷史
SAROStandardAero, Inc.COM10,083$31.9 萬0.5%歷史
DELLDell Technologies Inc.Stock2,578$31.6 萬0.5%歷史
ESTCElastic N.V.ORD SHS3,737$31.5 萬0.5%歷史
GRNDGrindr Inc.COM13,609$30.9 萬0.4%歷史
STESTERIS plcSHS USD1,283$30.8 萬0.4%歷史
BKNGBooking Holdings Inc.Stock52$30.1 萬0.4%歷史
HUBSHubSpot IncCOM535$29.8 萬0.4%歷史
XPXP Inc.CL A14,437$29.2 萬0.4%歷史
WSTWest Pharmaceutical Services IncCOM1,332$29.1 萬0.4%歷史
GEFGreif, IncCL A4,482$29.1 萬0.4%歷史
ANAutonation, Inc.COM1,462$29.0 萬0.4%歷史
WSMWilliams Sonoma IncCOM1,749$28.6 萬0.4%歷史
DCIDonaldson Co IncStock4,100$28.4 萬0.4%歷史
PRMBPrimo Brands CorpCLASS A COM SHS9,422$27.9 萬0.4%歷史
SEESealed Air CorpCOM8,928$27.7 萬0.4%歷史
CARGCarGurus, Inc.COM CL A8,214$27.5 萬0.4%歷史
VRRMVerra Mobility CorpCL A COM STK10,820$27.5 萬0.4%歷史
ITTItt Inc.COM1,747$27.4 萬0.4%歷史
PLTRPalantir Technologies Inc.Stock1,988$27.1 萬0.4%歷史
CNSCohen & Steers, Inc.COM3,586$27.0 萬0.4%歷史
AMAntero Midstream CorpStock14,192$26.9 萬0.4%歷史
TMUST-Mobile US, Inc.Stock1,122$26.7 萬0.4%歷史
NJRNew Jersey Resources CorpStock5,922$26.5 萬0.4%歷史
ELMEElme CommunitiesSH BEN INT16,664$26.5 萬0.4%歷史
GSLGlobal Ship Lease, Inc.COM CL A10,055$26.5 萬0.4%歷史
KLACKLA CorpCOM NEW295$26.4 萬0.4%歷史
SIGSignet Jewelers LtdSHS3,307$26.3 萬0.4%歷史
TTTrane Technologies plcSHS601$26.3 萬0.4%歷史
ROGRogers CorpCOM3,822$26.2 萬0.4%歷史
XYLXylem Inc.COM2,016$26.1 萬0.4%歷史
MHOM/I Homes, Inc.COM2,324$26.1 萬0.4%歷史
IPIIntrepid Potash, Inc.COM7,286$26.0 萬0.4%歷史
EBAYeBay IncCOM3,486$26.0 萬0.4%歷史
INTAIntapp, Inc.COM5,025$25.9 萬0.4%歷史
ORIOld Republic International CorpCOM6,689$25.7 萬0.4%歷史
EIXEdison InternationalStock4,960$25.6 萬0.4%歷史
GLPIGaming & Leisure Properties, Inc.COM5,447$25.4 萬0.4%歷史
WIXWix.com Ltd.SHS1,604$25.4 萬0.4%歷史
MKTXMarketaxess Holdings IncCOM1,135$25.3 萬0.4%歷史
GFSGLOBALFOUNDRIES Inc.Stock6,623$25.3 萬0.4%歷史
AMCRAmcor plcORD27,398$25.2 萬0.4%歷史
AERAerCap Holdings N.V.SHS2,146$25.1 萬0.4%歷史
WABWestinghouse Air Brake Technologies CorpStock1,195$25.0 萬0.4%歷史
ASAmer Sports, Inc.COM SHS6,443$25.0 萬0.4%歷史
CSWCCapital Southwest CorpCOM11,249$24.8 萬0.4%歷史
YUMYum Brands IncStock1,673$24.8 萬0.4%歷史
LNWOLight & Wonder, Inc.COM2,571$24.7 萬0.4%歷史
RSGRepublic Services, Inc.COM1,003$24.7 萬0.4%歷史
WMWaste Management IncStock1,077$24.6 萬0.4%歷史
SWSmurfit Westrock plcStock5,690$24.6 萬0.4%歷史
PCGPG&E CorpStock17,517$24.4 萬0.4%歷史
WTRGEssential Utilities, Inc.COM6,535$24.3 萬0.3%歷史