大師季度買賣

2026 年第 2 季，與 2026 年第 1 季比較

大師們的 13F 持倉從 2026 年第 1 季到 2026 年第 2 季的變化。2026 年第 1 季季末沒有持有的是新進；股數增加是加碼、減少是減碼；2026 年第 1 季季末有持有、2026 年第 2 季季末沒有的是清倉。

只比較兩季都有申報的大師。變化以股數計算，不含選擇權；同一個代號的持股合併計算。

最多大師買進

2026 年第 2 季最多大師買進的股票：新建立部位或加碼。數字是大師人數。

最多大師買進的股票
股票	新進	加碼	合計
GOOGLALPHABET INC CAP STK CL A	3	6	9
SPCXSPACE EXPLORATION TECHN CORP	8	0	8
METAMETA PLATFORMS INC CL A	2	6	8
GOOGALPHABET INC CAP STK CL C	1	7	8
AMZNAMAZON COM INC COM	0	8	8
NFLXNETFLIX INC. COM	4	3	7
VVISA INC COM CL A	2	5	7
SPGIS&P GLOBAL INC COM	2	5	7
MSFTMICROSOFT CORP COM	1	6	7
CBRSCEREBRAS SYSTEMS INC	6	0	6
AMDADVANCED MICRO DEVICES INC COM	4	2	6
CVNACARVANA CO	1	5	6
DPCDPC HOLDINGS PLC	5	0	5
STXSEAGATE TECHNOLOGY HLDNGS PL	4	1	5
SNOWSNOWFLAKE INC COM SHS	4	1	5
MUMICRON TECHNOLOGY INC COM	3	2	5
INTCINTEL CORP COM	3	2	5
DHRDANAHER CORP DEL COM	2	3	5
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	1	4	5
NVDANVIDIA CORPORATION COM	0	5	5
QNTQUANTINUUM INC	4	0	4
AVGOBROADCOM INC COM	2	2	4
HDHOME DEPOT INC COM	2	2	4
LINLINDE PLC SHS	2	2	4
CRWVCOREWEAVE INC COM CL A	2	2	4

最多大師賣出

2026 年第 2 季最多大師賣出的股票：減碼或清倉。數字是大師人數。

最多大師賣出的股票
股票	減碼	清倉	合計
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	9	2	11
GOOGLALPHABET INC CAP STK CL A	8	2	10
METAMETA PLATFORMS INC CL A	8	2	10
MSFTMICROSOFT CORP COM	8	2	10
AMZNAMAZON COM INC COM	9	1	10
NVDANVIDIA CORPORATION COM	5	3	8
VVISA INC COM CL A	7	1	8
AVGOBROADCOM INC COM	3	4	7
AAPLAPPLE INC COM	6	1	7
UNHUNITEDHEALTH GROUP INC COM	3	3	6
DISDISNEY WALT CO COM	4	2	6
MAMASTERCARD INCORPORATED CL A	5	1	6
GOOGALPHABET INC CAP STK CL C	5	1	6
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW	6	0	6
COFCAPITAL ONE FINL CORP COM	4	1	5
ASMLASML HLDG NV N Y REGISTRY SHS	4	1	5
SUNBSUNBELT RENTALS HOLDINGS INC	5	0	5
STZCONSTELLATION BRANDS INC CL A	1	3	4
LITELUMENTUM HLDGS INC	1	3	4
SPOTSPOTIFY TECHNOLOGY S A SHS	2	2	4
PDDPDD HOLDINGS INC	2	2	4
MELIMERCADOLIBRE INC	2	2	4
BABAALIBABA GROUP HLDG LTD SPONSORED ADS	3	1	4
CMCSACOMCAST CORP NEW CL A	3	1	4
KKRKKR & CO INC	3	1	4

各大師的持倉變化

點開大師可以看到每一筆變動，部位大的在前。百分比是股數的變化。

波克夏華倫·巴菲特新進 1加碼 7減碼 6清倉 1
新進
DHI
加碼
GOOGL+45.2%
GOOG+658.3%
DAL+44.0%
LEN+29.8%
NYT+3.7%
M+141.8%
LEN.B+25.4%
減碼
BAC−5.9%
DVA−4.1%
KR−22.0%
ALLY−6.9%
COF−58.0%
NUE−52.5%
清倉
STZ
看完整的 13F 持倉
Oakmark（Harris Associates）比爾·奈格倫新進 12加碼 51減碼 84清倉 7
新進
BKNG
COO
BIRK
AMD
INTC
MU
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
PUK
VANGUARD MORNINGSTAR GROWTH ETF ETF
ISHARES TR FUTU EXPO TE ETF
ISHARES S&P MID-CAP 400 GROWTH ETF ETF
ISHARES CORE S&P SMALL CAP ETF ETF
加碼
CRM+8.3%
IQV0.0%
COF+11.0%
SCHW+11.0%
ICE+10.5%
ELV+2.7%
MRSH+68.1%
SYY+48.0%
BAC+22.1%
FISV+12.5%
UNP+1.6%
AER+9.5%
GPN+8.9%
NFLX+11.7%
CDW+3.0%
ICLR+2.7%
AMRZ+23.3%
CG+6.5%
CRBG+0.7%
GOOG+118.4%
ROP+14.2%
CNH+1.6%
NDAQ+1.0%
TEL+8.2%
ADBE+23.3%
SYF+59.8%
RJF+7.8%
CRL+4.1%
PAYC+4.3%
FBIN+3.4%
EQH+33,495.5%
BDX+5.8%
CPNG+43.2%
OC+19.7%
HLN+12.0%
ABM+1.0%
MTN+2.5%
WMG0.0%
CIGI+13.1%
MSFT+915.4%
WDAY+1,552.2%
META+4.3%
NVDA+0.1%
JPM+6.9%
BABA+14.7%
PM+19.5%
VANGUARD MORNINGSTAR VALUE ETF ETF+70.7%
WMT+42.4%
PEP+21.0%
UL+9.5%
SAP+15.1%
減碼
KDP−0.2%
ABNB−1.6%
GOOGL−25.4%
TRGP−9.0%
FCNCA−3.0%
DAL−3.7%
COP−12.9%
MRK−2.4%
WTW−1.8%
AIG−1.2%
CTVA−1.9%
C−5.6%
ALLY−1.2%
EFX−1.1%
AMZN−2.3%
ZBH−1.7%
GM−1.9%
RGA−3.4%
GEHC−1.7%
WFC−0.8%
CBRE−6.4%
STT−22.5%
SUNB−10.2%
CNC−21.1%
MAS−3.2%
NKE−2.5%
LAD−2.1%
GPC−7.1%
STZ−4.2%
IT−9.2%
ACN−4.7%
MDLZ−2.0%
PSX−80.8%
V−0.8%
MOH−2.1%
DE−39.6%
FMX−31.3%
CMCSA−72.9%
BC−14.3%
WBD−85.4%
ORCL−12.1%
LIBERTY BROADBAND CORP COM SER C−34.5%
NVST−15.5%
THO−4.0%
AXP−0.1%
HCA−2.6%
MPC−91.8%
MA−14.9%
RYAAY−6.6%
WEN−5.8%
ALSN−24.3%
BLK−18.3%
AAPL−0.2%
CVS−32.0%
EOG−94.1%
ZGN−16.4%
KKR−7.0%
HLT−10.8%
GS−5.0%
ALV−8.0%
CWK−1.4%
CCK−0.4%
OPLN−32.4%
TXN−2.6%
CHTR−97.6%
BWA−12.8%
BRK.B−0.7%
WAT−93.6%
BNY−1.3%
DOV−5.5%
CSL−8.4%
SPY−72.1%
LEA−4.2%
AMAT−11.6%
TFC−17.2%
AVGO−1.9%
ABBV−9.8%
LLY−4.2%
COST−1.1%
ISHARES TR 0-3 MTH TREASURY−15.7%
IDXX−5.6%
DEO−12.1%
KB−97.7%
LIBERTY BROADBAND CORP COM SER A−74.2%
清倉
FLUT
SEALED AIR CORP NEW COM
GRFS
XOM
NUV
ISHARES TR MBS ETF
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF
看完整的 13F 持倉
TCI 兒童投資基金克里斯·霍恩新進 2加碼 4減碼 3清倉 1
新進
MLM
VMC
加碼
V+0.1%
SPGI+0.3%
GOOG+12.3%
FER+1.0%
減碼
GE−0.2%
CP−2.6%
CNI−4.2%
清倉
MSFT
看完整的 13F 持倉
Coatue菲利普·拉豐新進 9加碼 9減碼 21清倉 5
新進
SPCX
INTC
CBRS
FPS
HUT
BAH
AMD
FIX
AGX
加碼
MU+1,793.7%
AMZN+49.2%
AVGO+6.2%
ETN+4.6%
GOOGL+12.6%
EQIX+16.7%
MSFT+18.4%
CVNA+381.5%
TSLA+1.9%
減碼
TSM−4.0%
LRCX−6.0%
AMAT−19.7%
GEV−0.6%
META−10.2%
NVDA−4.4%
NTRA−1.4%
APP−9.2%
SPOT−0.8%
ASML−40.5%
NFLX−31.7%
GOOG−18.6%
ISRG−7.2%
VRT−17.8%
MTZ−11.4%
SNPS−58.3%
DASH−4.9%
ENPH−5.5%
PINS−28.7%
PATH−13.6%
BYND−12.7%
清倉
V
CHYM
SOLS
CHRW
IBIT
看完整的 13F 持倉
維京全球投資安德烈亞斯·哈爾沃森新進 34加碼 19減碼 27清倉 21
新進
RACE
MSCI
UNP
DLR
CVS
FDXF
MS
QCOM
APTV
AVALONBAY CMNTYS INC COM
SNOW
EQH
TTWO
SPCX
BCE
USFD
UBS
BTSG
NTRA
DB
CRBG
SEDG
BRKR
CME
TW
INFQ
ARTV
QNT
FRVO
ALT
TOL
DPC
XE
AZUL
加碼
V+1.0%
APD+15.5%
SHW+24.5%
META+75.8%
TMO+16.2%
JPM+7.2%
LII+1.2%
AMZN+209.6%
CVNA+343.2%
BA+2.5%
MAA+5.1%
FDX+11.4%
WAT+32.3%
SE+19.7%
BMRN+7.9%
IBKR+246.5%
CCL+4.2%
AON+5.9%
HD+82.6%
減碼
TSM−29.0%
FTV−11.3%
SCHW−27.5%
MCD−22.0%
BBIO−16.0%
DIS−46.2%
JCI−4.9%
MSFT−36.8%
CPT−4.3%
RRX−33.1%
GM−45.5%
ICE−42.6%
RDDT−38.6%
HAS−16.9%
DKS−12.5%
TSLA−78.0%
ATI−65.4%
ROIV−5.7%
AS−18.1%
MANE−7.6%
MDLN−57.7%
ORKA−43.6%
CB−70.9%
INBX−21.8%
COF−75.9%
ORIC−12.0%
TRVI−51.7%
清倉
AAPL
CSX
GOOGL
PNC
TMUS
HCA
CLS
PGR
AIG
APG
CBOE
AJG
LULU
STLA
CRWV
WST
RAL
EW
TWLO
EQPT
FPS
看完整的 13F 持倉
D1 資本丹·桑德海姆新進 21加碼 16減碼 16清倉 10
新進
SPCX
META
ISRG
COMP
LIN
TSLA
LSCC
BLDR
Q
MPWR
AMRZ
LFUS
SHOP
CRWV
SNOW
MAIR
CBRS
GOOG
STX
QNT
DPC
加碼
CART0.0%
NU+71.6%
JCI+206.5%
USFD+5.1%
SHW+164.4%
RDDT+0.2%
TMO+12.7%
SGI+6.1%
FERG+267.0%
DIS+22.1%
GOOGL+57.5%
SPOT+67.1%
CVNA+465.4%
SCHW+4.6%
MLM+6.9%
U+9.6%
減碼
JHX−2.7%
MELI−25.7%
DHR−1.0%
KRC−6.9%
CLH−1.7%
FLS−15.4%
DASH−9.3%
COF−2.1%
LINE−36.0%
CPNG−11.4%
SE−58.6%
AFRM−1.5%
AMZN−65.3%
TXN−76.9%
PURR−20.7%
ADI−65.1%
清倉
KNX
AVGO
NVDA
XPO
CLS
TSM
LYV
TOPBUILD COR COM Stock
ADSK
ASML
看完整的 13F 持倉
蓋茲基金會信託比爾·蓋茲新進 2減碼 2
新進
HD
FDXF
減碼
BRK.B−13.8%
WM−3.3%
看完整的 13F 持倉
老虎環球蔡斯·柯爾曼新進 9加碼 6減碼 20清倉 17
新進
CBRS
AMD
STX
V
DHR
SPCX
APLD
CIFR
CORZ
加碼
CPAY+22.7%
CPNG+5.4%
INTC+159.5%
RDDT+1.2%
XYZ+14.4%
MELI+13.4%
減碼
TSM−12.3%
AMZN−3.2%
NVDA−6.8%
GOOGL−45.4%
META−8.5%
LRCX−18.9%
SE−18.5%
AMAT−1.5%
GEV−18.0%
MSFT−9.3%
AVGO−51.1%
SPOT−25.9%
TTWO−9.5%
APO−17.3%
FWONK−15.0%
UNH−15.1%
CHYM−52.3%
NOW−41.8%
JD−41.5%
PONY−89.3%
清倉
APP
Z
NFLX
ZS
PCOR
LITE
CSGP
ZG
RVI
PAYP
FIGR
NTSK
XNDU
BLSH
ETOR
KLAR
FIG
看完整的 13F 持倉
潘興廣場比爾·艾克曼新進 5加碼 5減碼 3清倉 2
新進
V
MA
SPGI
NFLX
PSUS
加碼
UBER+14.6%
MSFT+9.8%
HHH+47.7%
QSR+14.0%
META+20.1%
減碼
BN−3.7%
AMZN−25.2%
HTZ−1.6%
清倉
GOOG
GOOGL
看完整的 13F 持倉
H&H 國際投資段永平新進 1加碼 3減碼 7清倉 2
新進
BABA
加碼
BRK.B+0.9%
PDD+26.7%
DIS+12.9%
減碼
AAPL−6.4%
TSLA−0.8%
NVDA−54.6%
GOOG−46.9%
MSFT−25.8%
CRDO−6.7%
UNH−33.6%
清倉
TSM
CRWD
看完整的 13F 持倉
孤松資本史蒂芬·曼德爾新進 13加碼 8減碼 13清倉 15
新進
NBIS
STX
HD
AMAT
LIN
TTMI
STRL
ONON
BTDR
SHAZ
KGS
IBKR
SE
加碼
MDLN+77.9%
CVNA+499.6%
PFGC+47.1%
NU+24.2%
WULF+21.2%
USFD+29.5%
GOOGL+14.9%
V+78.9%
減碼
ASML−13.1%
TER−20.3%
GLW−26.6%
HUT−5.0%
CRS−47.0%
MTZ−12.1%
APP−28.9%
LPLA−40.5%
AGX−6.2%
TSM−92.7%
MCK−85.3%
TDG−20.0%
BN−92.9%
清倉
VST
TLN
CLH
THC
COF
ENTG
CIEN
VMC
SPOT
MA
APH
HLT
KKR
BKNG
BSX
看完整的 13F 持倉
方舟投資凱西·伍德新進 15加碼 79減碼 95清倉 6
新進
SPCX
CBRS
XE
SNOW
GOOGL
ALMR
HONA
OCTV
STATE STREET SPDR S&P BIOTECH ETF ETF
ISHARES TR EXPANDED TECH
SPDR SERIES TRUST ST STR SP CAPMKT
SPDR SERIES TRUST ST STR SP HCEQ
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF ETF
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC
ISHARES TR US BR DEL SE ETF
加碼
TEM+4.3%
AMZN+17.4%
PLTR+3.3%
GOOG+44.8%
COIN+5.8%
RBLX+9.7%
NTLA+16.3%
CRCL+1.1%
NVDA+33.4%
CRWV+4.7%
XYZ+0.1%
KTOS+33.8%
NTRA+0.7%
BLSH+2.8%
RXRX+2.8%
META+55.2%
LHX+10.6%
PSNL+4.1%
WGS+21.6%
AVAV+8.6%
LLY+509.5%
GH+4.1%
DASH+9.8%
TRMB+6.7%
JOBY+8.4%
LUNR+1.6%
TOST+2.7%
CMPS+4.6%
ESLT+4.0%
NRIX+4.2%
TDY+6.7%
SNPS+6.9%
SYM+1.9%
SDGR+4.2%
SPOT+10.8%
PRME+33.6%
ISRG+2.0%
KDK+35.3%
IONS+4.2%
WRD+2.6%
GENB+157.7%
ARCT+4.8%
OKLO+6.0%
HEI+14.4%
MASS+4.2%
NFLX+3.4%
PONY+14.9%
GRMN+14.9%
BNTX+4.3%
LMT+11.6%
QSI+4.2%
SMWB+137.1%
FROG+28.0%
XMTR+14.3%
SSYS+23.0%
VELO+65.2%
VLN+34.7%
DDD+12.8%
TBLA+14.9%
MBLY+38.9%
PGY+49.0%
ALLT+46.9%
TATT+22.5%
CLBT+35.5%
RSKD+3.1%
RDCM+0.9%
MNDY+95.2%
PTC+7.6%
TEVA+0.5%
ODD+124.0%
CHKP+36.9%
FVRR+57.7%
NICE+9.3%
WIX+21.4%
ENLV+279.2%
NNOX+10.0%
ISHARES RUSSELL 1000 GROWTH ETF ETF+163.9%
VANGUARD MORNINGSTAR GROWTH ETF ETF+725.8%
DCH+6.8%
減碼
TSLA−2.5%
AMD−47.8%
HOOD−12.8%
CRSP−16.4%
SHOP−0.5%
TWST−28.3%
TXG−14.6%
BEAM−15.6%
TER−48.2%
DE−1.5%
TSM−23.2%
ILMN−7.5%
RKLB−27.3%
AVGO−0.1%
ACHR−14.6%
ABSI−5.8%
VCYT−24.8%
ARKB−3.6%
BMNR−9.2%
BWXT−11.7%
ROKU−84.4%
SOFI−2.4%
IRDM−29.6%
CAT−4.4%
CDNA−12.3%
FIG−10.3%
DDOG−7.3%
CERS−6.4%
PACB−17.9%
ADPT−0.1%
NET−4.3%
BFLY−2.7%
AUR−4.9%
MELI−8.1%
CCJ−1.5%
BIDU−73.0%
P−7.2%
DKNG−9.2%
RBRK−7.5%
GTLB−7.1%
ABNB−8.3%
GENI−8.0%
CRWD−10.7%
SE−8.5%
KLAR−8.5%
SRTA−63.4%
NU−8.5%
ETOR−10.4%
BABA−84.7%
CNTN−1.0%
ARK INNOVATION ETF ETF−4.7%
HON−39.9%
Z−8.5%
URGN−12.1%
KSPI−33.7%
PAYP−8.5%
DRTS−5.2%
MTLS−5.5%
PRLB−22.5%
RDWR−5.8%
TSEM−44.0%
XRAY−11.7%
HPQ−7.2%
ITRN−20.6%
AUDC−3.3%
ADSK−1.8%
MSFT−3.5%
NVMI−17.0%
INMD−2.9%
BWAY−26.4%
NYAX−11.4%
PERI−9.4%
CAMT−20.8%
CGNT−6.3%
KMDA−2.3%
MDWD−2.6%
NNDM−11.9%
CGEN−25.1%
GILT−6.5%
KALU−20.0%
MOG.A−16.7%
GE−3.0%
LECO−9.0%
AME−17.5%
ALGN−17.2%
MTRN−20.3%
CRS−29.6%
ATI−28.3%
JBL−27.3%
MMM−5.4%
AVNT−14.6%
ARK ETF TR GENOMIC REV ETF−75.5%
KMT−19.5%
ETH−4.0%
SPY−100.0%
清倉
SLMT
ICE
PANW
CRM
PINS
ISHARES TR RUS 1000 ETF
看完整的 13F 持倉
艾略特投資管理保羅·辛格新進 2加碼 2減碼 4清倉 4
新進
SNPS
QNT
加碼
HPE+17.7%
NCLH+11.4%
減碼
TFPM0.0%
SU−44.1%
LUV−19.9%
SDRL−5.9%
清倉
CCI
WAYFAIR INC NOTE 3.500%11/1
GLIBK
STRATEGY INC NOTE 0.625% 3/1
看完整的 13F 持倉
Fundsmith泰瑞·史密斯新進 13加碼 4減碼 21清倉 6
新進
UBER
MA
TSM
NFLX
GEV
APP
TJX
NXT
VEEV
YUM
FICO
IDCC
ORLY
加碼
BMI+22.6%
CLX+5.5%
MANH+43.1%
NSSC+58.2%
減碼
MAR−23.3%
SYK−4.8%
WAT−29.2%
V−34.9%
GOOGL−40.0%
CHD−2.8%
PG−2.9%
MSFT−23.2%
META−20.4%
ADP−32.5%
FTNT−41.0%
IDXX−30.4%
TXN−31.4%
PM−43.0%
MSCI−17.3%
MEDP−16.4%
NTNX−6.8%
VRT−54.1%
VRSN−50.9%
DOCS−5.6%
PAYC−54.1%
清倉
MTD
ZTS
OTIS
CATALYST PHARMACEUTICALS INC COM
QLYS
HD
看完整的 13F 持倉
馬克爾集團湯姆·蓋納新進 3加碼 24減碼 3清倉 2
新進
ZTS
NFLX
UFPI
加碼
V+1.0%
HD+0.3%
WSO+2.7%
LOW+1.8%
FNV+9.2%
SCHW+0.8%
LIN+5.4%
NVR+0.1%
SUNB+1.1%
ROL+1.2%
TSN+2.7%
UNP+7.2%
FERG+5.6%
MELI+340.4%
MAR+6.1%
TMO+8.9%
HCA+2.3%
CSX+10.3%
APD+17.2%
EPD+181.7%
OTIS+16.6%
XOM+19.4%
CP+22.7%
WY+585.7%
減碼
ADI−2.3%
META−5.7%
CMCSA−16.6%
清倉
SMG
UNH
看完整的 13F 持倉
Maverick 資本李·安斯利新進 84加碼 49減碼 40清倉 146
新進
META
DPC
SNOW
INSM
VMC
PFGC
VOYA
MANE
BLTE
ABVX
PRGO
MICC
JJSF
BF.B
PBH
AVGO
KHC
UTZ
MU
LRCX
KLAC
TSN
CSCO
ARM
SNDK
GEV
DELL
PANW
WDC
TXN
STX
ANET
APH
CRWD
ADI
QCOM
TER
ASX
FLEX
STM
MPWR
MSI
HPE
KEYS
Q
CRDO
ONTO
UMC
TEL
AMKR
JBL
ON
NVMI
FORM
TSEM
MXL
VICR
MTSI
NTAP
ACMR
LSCC
MCHP
FFIV
SITM
SNX
MDLZ
AEIS
TTMI
CAMT
SANM
LFUS
ARW
AVT
LASR
SMTC
ACLS
KLIC
CVLT
EXTR
VECO
DIOD
SKYWATER TECHNOLOGY INC COM
EL
SLF
加碼
AMD+44.3%
ALAB+11.7%
INTC+22.5%
GOOG+65.2%
NU+58.4%
GFL+165.0%
NTRA+15.8%
DKS+41.1%
MSFT+14.7%
RTX+13.6%
COF+10.9%
RGEN+30.7%
PM+156.9%
BSX+41.5%
MNST+6.7%
SHW+46.7%
CVNA+527.8%
KO+56.2%
NAMS+49.5%
ROIV+73.9%
FLR+31.2%
MIR+97.9%
PCVX+17.1%
COMP+14.3%
MMSI+37.0%
WVE+1.1%
QURE+32.6%
RCKT+10.0%
CLS+10.4%
NVS+82.3%
BG+66.9%
BNS+25.4%
SEB+16.5%
TPB+12.0%
KVUE+89.1%
CNI+25.1%
BTI+4.6%
ALC+159.5%
SNY+109.8%
REYN+36.9%
KDP+4.6%
CNQ+1.7%
DB+63.2%
MFC+17.7%
LOGI+48.5%
WPM+19.0%
KGC+17.6%
TD+13.1%
B+21.9%
減碼
NVDA−3.7%
AMZN−12.8%
TSM−42.5%
V−6.8%
CPT−8.6%
SWX−11.2%
TECH−67.6%
NVO−20.5%
PRMB−25.5%
MO−4.1%
COCO−32.9%
SJM−7.1%
EPC−34.6%
SPB−51.6%
ELAN−32.1%
COTY−20.3%
ASML−99.6%
TFII−3.4%
AMAT−99.7%
BUD−60.3%
MRVL−97.8%
GLW−98.7%
HSY−70.3%
CAG−37.2%
SU−6.7%
CVE−3.7%
COHR−66.3%
MKSI−71.9%
LITE−52.5%
ENTG−62.7%
PAAS−44.5%
UCTT−75.2%
ALGM−76.1%
ICHR−75.9%
GNRC−65.5%
AAOI−74.1%
SIMO−74.9%
ESI−70.6%
RMBS−66.9%
CLX−77.8%
清倉
AGX
LIN
INFQ
ABT
DHR
MCD
MOH
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS
MELI
MDLN
ACHC
EVH
STUB
IPAR
NTSK
HRL
PICS
EXPE
FRPT
KMB
GL
NRG
ICLR
WCC
EWBC
WAL
ENS
WDFC
SHG
TECK
SAIA
CRL
RRX
PNFP
GMED
CFG
TKR
HBAN
OSK
SSB
ITGR
HBM
TNL
EXE
AMTM
KBR
CCK
SAIC
MIDD
AGCO
RRC
ARCB
RGLD
MTCH
MSM
FITB
LAZ
RNST
EQX
TEX
PENN
PII
LIVN
AVNT
ABM
CXT
AR
HUN
BC
GTES
FIVE
ACM
CRC
WERN
AVTR
ROKU
PTEN
PENG
MOS
LMND
HOS
CRI
BKNG
EQT
CAL
SIRI
SBUX
TRIP
BKE
TGT
LZ
RBLX
FDX
DIS
BHE
LIF
ROST
SPOT
SNA
TRUP
SMA
MAN
CVS
NYT
IART
UPS
WMK
INTU
DRI
JHX
TJX
CHH
MUSA
ROL
ERIE
UHAL
WINA
PLAY
HRB
CHTR
WT
KNX
NOG
CON
MITK
DGX
CMCO
JBI
ERO
ASTE
ASO
KR
TMUS
MLKN
CNK
DAVE
LH
CALY
TRV
CELH
STZ
LTH
CWH
CBRL
OLLI
BYRN
看完整的 13F 持倉
Altimeter 資本布拉德·格斯特納新進 10加碼 5減碼 3清倉 3
新進
CBRS
QCOM
SPCX
MU
AMAT
KLAC
LRCX
GOOGL
SNPS
GRABW
加碼
NVDA+0.8%
TSM+4.7%
CRWV+35.0%
AMZN+16.1%
MSFT+7.1%
減碼
META−30.6%
ARM−4.3%
UBER−7.5%
清倉
AXON
AVGO
ALTIMETER GROWTH CORP *W EXP 09/30/202
看完整的 13F 持倉
Gardner Russo & Quinn湯姆·羅素加碼 10減碼 43清倉 1
加碼
NFLX+1.8%
EUROFINS SCIENTIFIC SE ACT COMMON STOCKS+32.2%
DASH+18.5%
LEVI+1.2%
ALK Abello A/S COM+6.0%
De'Longhi COM+9.5%
MSFT+1.1%
Carlsberg B A/S COM+2.7%
Kalmar Oyj B COM+1.9%
WFC0.0%
減碼
GOOG−9.0%
BRK.A−1.9%
PM−1.6%
MA−2.1%
Cie Financiere Richemont SA COM−3.0%
HKHHF−2.2%
NESTLE SA ADR COM−3.0%
BRK.B−2.8%
SUNB−2.5%
MLM−1.4%
UBER−1.7%
Pernod Ricard COM−5.2%
CMCSA−2.6%
BF.A−3.0%
V−7.0%
XOM−6.6%
BF.B−3.1%
BUDFF−6.9%
MO−9.6%
CR−5.8%
MKL−13.9%
JPM−83.4%
UNP−6.5%
DOV−1.4%
GOOGL−4.3%
COST−26.5%
MKC−1.6%
AXP−21.0%
AAPL−3.2%
PEP−1.0%
Davide Campari-Milano NV COM−3.4%
FULT−9.6%
KO−5.2%
PG−29.0%
WMT−13.1%
HRL−2.6%
ORCL−24.6%
UNM−8.3%
JNJ−14.7%
CAT−41.1%
DIS−1.0%
AMZN−10.0%
MRK−23.3%
清倉
GNRC
看完整的 13F 持倉
Greenhaven艾德加·瓦肯海姆新進 4加碼 7減碼 11清倉 3
新進
BDX
ACN
IQV
EPAM
加碼
LEN+6.4%
General Motors Co (GM) COMMON+2.8%
DHI+1.1%
ICLR+54.8%
OSK+1.1%
AVTR+9.0%
DNOW+426.8%
減碼
TOL−0.3%
PHM−0.7%
ARW−6.9%
AVT−3.8%
BAX−0.2%
LEA−14.2%
SLB−18.5%
MTH−10.8%
NOV−2.3%
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF−44.7%
JPM−37.5%
清倉
TAYLOR MORRISON HOME CORP COM
TEX
STLA
看完整的 13F 持倉
伊坎資本卡爾·伊坎加碼 2減碼 2
加碼
IEP+12.6%
SD+2.2%
減碼
JBLU−38.6%
AEP−63.9%
看完整的 13F 持倉
索羅斯基金管理喬治·索羅斯新進 91加碼 47減碼 73清倉 86
新進
SMCIP
AEP
NBIS
APOGEE THERAPEUTICS INC COM
SOUTHERN CO NOTE 3.250% 6/1
DBRG
GOOGN
SPIRIT AEROSYSTEMS INC NOTE 3.250%11/0
TAYLOR MORRISON HOME CORP COM
MAC
ADVANCED ENERGY INDS NOTE 2.500% 9/1
XE
TECH
NUVALENT INC COM
INIO
HONA
CBRS
TEX
GBTG
ENRD
VGNT
MAIR
PAYO
ACA
AHR
QNT
ON
ROKU
MIDD
TOPBUILD COR COM Stock
MCHP
FRVO
NOVTU
MRVL
SILA REALTY TRUST INC COMMON STOCK
CZR
DPC
INTC
CTRE
FLG
D
CATALYST PHARMACEUTICALS INC COM
TKR
ARES ACQUISITION CORP III UNIT 99/99/9999
MGEE
JBLU
ARXS
RSI
SHAZ
EROC
VSH
SITM
PNFP
ADBE
AKR
LCLN
MS
FCX
ACMR
PZZA
ADM
VRNS
LFTO
KRG
ESPERION THERAPEUTICS INC NE COM
HAWK
AADX
ZTS
TXN
MGM
ALMR
STM
BWA
HUBG
PRIM
YSWY
HTZ
FSLR
ZETA
COAG
SFST
KEEL
QXO
CEG
CCJ
TLN
KLRA
KARD
AVLN
REA
YSS
加碼
GOOGL+3.9%
ELECTRONIC ARTS INC COM+0.5%
AAPL+5.8%
LIN+2.9%
ETR+1,084.2%
ITRI+46.4%
DLR+839.8%
WEBSTER FINL CORP COM+56.4%
NEXTERA ENERGY INC UNIT 02/15/2029+35.6%
HTO+2.1%
BHF+31.8%
MDLN+27.3%
AVGO+6.5%
WEC+3.0%
DASH+46.9%
NATL+41.5%
XEL+4.9%
CORZW+155.6%
SPGI+509.9%
SRE+306.3%
WBD+36.3%
CX+4.9%
TSLA+63.6%
FPS+515.6%
SNOW+185.6%
ORACLE CORP 6.5 DEP CUM SR D+29.7%
AMD+46.5%
LGN+147.3%
MU+694.0%
ETSY+38.1%
PPL+418.2%
MWH+210.8%
ATI+38.8%
CRH+7.8%
CNM+1.7%
JAN+42.6%
TPG+18.3%
NP+0.7%
RBC+35.6%
MTZ+110.5%
ANDG+45.2%
AMTM+9.9%
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF+55.2%
LCID+18.8%
RUN+412.8%
USAR+48.7%
HUN+38.4%
減碼
AMZN−39.2%
TSM0.0%
NVDA−0.8%
BILL−76.0%
TKO−4.3%
CHART INDS INC COM−11.5%
IDA−5.4%
CMS−6.2%
MSFT−10.4%
SW−40.0%
KVUE−13.0%
AAMI−5.9%
HON−51.4%
SUNB−5.5%
BGC−17.1%
TEAM−14.3%
ULS−15.5%
CRWV−31.7%
COF−18.3%
VSEC−23.5%
POR−1.2%
CRBG−65.6%
ALLY−39.0%
CFG−3.7%
ITT−5.6%
SARO−24.8%
HUM−50.9%
IBKR−76.5%
META−37.1%
AIG−3.7%
WWD−75.1%
EVGO−11.4%
CG−7.4%
JNJ−2.4%
OWL−51.8%
KKR−63.7%
RDNT−73.4%
UBER−71.2%
ARES−72.4%
BX−70.6%
VRSK−37.8%
INGM−47.9%
GLXY−24.8%
MCB−33.3%
NOW−68.5%
APO−73.4%
BG−51.9%
NFLX−3.0%
FIGR−90.0%
CRS−48.9%
DDOG−90.5%
PONY−76.6%
RDDT−54.3%
UNH−94.0%
WIX−86.0%
NET−58.6%
ES0.0%
SGI−92.4%
CORZ−89.3%
STLA−64.9%
TNC−67.2%
VST−98.3%
BKU−64.4%
CPNG−64.2%
TE−48.0%
AS−68.7%
MTRN−93.2%
ADEA−77.9%
GFL−98.2%
RUSHA−67.2%
PI−45.1%
J−17.6%
EME−21.0%
清倉
JAZZ INVESTMENTS I LTD NOTE 2.000% 6/1
SEALED AIR CORP NEW COM
AMICUS THERAPEUTICS INC COM
HOLOGIC INC COM
CLEARWATER ANALYTICS HLDGS I CL A
CRM
PEN
VARONIS SYS INC NOTE 1.000% 9/1
TRI POINTE HOMES INC COM
ONESTREAM INC CL A
APELLIS PHARMACEUTICALS INC COM
NCL CORP LTD NOTE 1.125% 2/1
DAY ONE BIOPHARMACEUTICALS INC COM Stock
SELECT MED HLDGS CORP COM
MACK CALI RLTY CORP COM
ACN
ARCELLX INC COMMON STOCK
DIGITALOCEAN HLDGS INC NOTE 12/0
THERMON GROUP HLDGS INC COM
AES
FWONK
BXSL
ISHARES TR IBOXX HI YD ETF
GFS
MASIMO CORP COM
SEMRUSH HLDGS INC CL A COM
TERNS PHARMACEUTICALS INC COM
JOHN BEAN TECHNOLOGIES CORP NOTE 0.250% 5/1
DD
VSECU
ENHABIT INC COM
CCO
NATIONAL STORAGE AFFILIATES COM SHS BEN IN
GOLDEN ENTMT INC COM
OKTA INC NOTE 0.375% 6/1
VMRK
CHEESECAKE FACTORY INC NOTE 0.375% 6/1
UDEMY INC COM
GL
CF
CRCL
LIBERTY BROADBAND CORP COM SER C
MKC
Griffin Cap Essntl Ast Reit II Com Cl E Common Stock
MIAX
EXC
MDA
AMRZ
BRCB
ENS
WOLF
BLSH
EQPT
GFUZ
NTNX
DY
OFRM
FLR
CBC
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF
ARRY
SHLS
BOBS
LNT
VOYG
BLLN
STUB
SMR
RPD
DTE
CANTOR EQUITY PARTNERS II IN CL A ORD SHS
ACHC
MP
AA
CMCSA
LULU
KTOS
GO
LNC
BLDR
CODI
RKT
CDZI
PCT
FRMI
GRAB
看完整的 13F 持倉
阿帕盧薩大衛·泰珀新進 6加碼 11減碼 5清倉 12
新進
BA
AAL
CRWV
AVGO
SPCX
GT
加碼
AMZN+15.7%
TSM+24.3%
GOOG+6.8%
UBER+21.5%
ISHARES INC MSCI STH KOR ETF+1.0%
META+54.6%
VST+9.5%
NVDA+3.6%
NRG+1.5%
BIDU+87.1%
ASML+1.0%
減碼
MU−41.4%
BABA−42.3%
AMD−10.8%
QCOM−49.9%
WHR−63.3%
清倉
SNDK
GLW
PDD
LHX
RTX
BALL
JD
LYFT
MSFT
KRANESHARES TRUST CSI CHI INTERNET
UNH
DB
看完整的 13F 持倉
ValueAct 資本梅森·莫菲特新進 1加碼 7減碼 6清倉 1
新進
PAYP
加碼
AMZN+2.0%
RKT+47.7%
BLK+6.5%
TOST+9.6%
KKR+8.5%
SPOT+46.9%
CBRE+323.0%
減碼
LLYVK−39.0%
SSD−40.6%
RBLX−46.2%
LLYVA−55.8%
MDB−84.0%
LYV−51.6%
清倉
DIS
看完整的 13F 持倉
艾布拉姆斯資本大衛·艾布拉姆斯減碼 1
減碼
GOOGL−26.5%
看完整的 13F 持倉
Baupost 集團賽斯·卡拉曼新進 3加碼 6減碼 9清倉 2
新進
CME
AXTA
PS
加碼
AMZN+20.0%
GOOG+16.2%
FERG+0.6%
GPC+89.0%
NCLH+112.9%
GDS+23.8%
減碼
QSR−16.4%
UNP−23.1%
WCC−53.9%
AON−10.7%
TFX−11.7%
EXP−40.5%
COLD−12.2%
LBTYK−36.2%
DNOW−23.1%
清倉
WTW
PCVX
看完整的 13F 持倉
橡樹資本霍華·馬克斯新進 30加碼 8減碼 18清倉 39
新進
VSAT
MMYT
MATW
ENOV
QMCO
WK
SGRY
STARWOOD PPTY TR INC NOTE 6.750% 7/1
NET
FRPT
ALPHATEC HLDGS INC NOTE 0.750% 8/0
SITM
DASH
CRACKER BARREL OLD CTRY STOR NOTE 1.750% 9/1
SRPT
LCI INDS NOTE 3.000% 3/0
FE
RBRK
DPC
TMDX
SVC
WEC
NCL CORP LTD NOTE 1.125% 2/1
NNBR
GRPN
ON
REVOLUTION MEDICINES INC NOTE 0.500% 5/0
ALIBABA GROUP HLDG LTD NOTE 0.500% 6/0
SHAK
OPI
加碼
TDS+23.1%
B+22.1%
OCSL+325.0%
LILAK+31.5%
BLCO+1.7%
YPF+11.8%
SMPL+6.6%
BTAIQ+472.3%
減碼
TRMD−14.7%
GTX−48.0%
AU−1.4%
INDV−12.3%
CORZ−46.6%
ITUB−1.7%
FCX−1.6%
XP−1.7%
TAC−53.2%
EMBJ−1.8%
AD−3.8%
SHAZ−71.1%
TX−1.8%
MX−47.4%
TEO−92.8%
CX−96.4%
SUNOPTA INC COM−99.6%
ALVO−59.2%
清倉
PBR
JETBLUE AIRWAYS CORP NOTE 0.500% 4/0
NOK
CBL
AMERICAN WTR CAP CORP NOTE 3.625% 6/1
COINBASE GLOBAL INC NOTE 0.500% 6/0
CRDO
OKTA INC NOTE 0.375% 6/1
Q2 HLDGS INC NOTE 0.750% 6/0
BLOCK INC NOTE 5/0
PROGRESS SOFTWARE CORP NOTE 1.000% 4/1
ECVT
CRACKER BARREL OLD CTRY STOR NOTE 0.625% 6/1
SYNA
PENN NATL GAMING INC NOTE 2.750% 5/1
OPTU
CALLAWAY GOLF CO NOTE 2.750% 5/0
LCI INDS NOTE 1.125% 5/1
RGEN
TRIP COM GROUP LTD NOTE 0.750% 6/1
ILLUU
NRG
PG&E CORP NOTE 4.250%12/0
INVESCO EXCH TRADED FD TR II SR LN ETF
SOUTHERN CO NOTE 4.500% 6/1
BAND
JOHN BEAN TECHNOLOGIES CORP NOTE 0.250% 5/1
DIGITALOCEAN HLDGS INC NOTE 12/0
HDB
COIN
CHEESECAKE FACTORY INC NOTE 0.375% 6/1
STRATEGY INC NOTE 0.875% 3/1
POST HLDGS INC NOTE 2.500% 8/1
JAZZ INVESTMENTS I LTD NOTE 3.125% 9/1
PSN
MTH
NEXTERA ENERGY CAP HLDGS INC NOTE 3.000% 3/0
IRTC
PDD
看完整的 13F 持倉
阿克雷資本查克·阿克雷加碼 2減碼 13
加碼
CSGP+13.1%
NOW+13.7%
減碼
MA−12.8%
MCO−7.2%
BN−28.8%
KKR−25.8%
FICO−0.5%
ROP−6.4%
V−32.2%
CPRT−0.2%
ORLY−44.4%
ABNB−41.8%
CCC−5.2%
AMT−42.4%
BRK.B−20.8%
看完整的 13F 持倉
第三點資本丹尼爾·羅布新進 18加碼 13減碼 4清倉 9
新進
WBD
KEYS
XYZ
FLEX
TTMI
PFGC
GOOGM
SYY
ARES
SPCX
GOOGN
RIOT
BLCO
CORZ
EROC
APLD
LITHIUM AMERS CORP NEW NOTE 1.750% 1/1
WOLF
加碼
GOOGL+485.7%
CRH+15.5%
TSM+67.3%
LYV+144.1%
SGI+13.2%
NSC+500.0%
COF+489.3%
HUT+51.2%
APG+41.1%
TDG+216.0%
DHR+2.9%
UNP+250.0%
ASML+150.0%
減碼
AMZN−9.8%
TDS−4.9%
CRS−30.6%
MTZ−9.4%
清倉
META
GLD
NVDA
KLAC
LRCX
AVGO
VANECK SEMICONDUCTOR ETF ETF
SN
CTEV
看完整的 13F 持倉
Starboard Value傑夫·史密斯新進 2加碼 2減碼 11清倉 4
新進
DT
FLS
加碼
ISHARES CORE S&P MID-CAP ETF ETF+52.3%
BILL0.0%
減碼
QRVO−25.3%
MTCH−31.8%
RIOT−34.9%
LW−6.2%
KMX−48.3%
FLR−45.0%
TRIP−52.7%
NWS−6.1%
NWSA−63.6%
HR−71.6%
BLMN−47.6%
清倉
GEN
CLEARWATER ANALYTICS HLDGS I CL A
BDX
ROG
看完整的 13F 持倉
杜肯家族辦公室史丹利·德魯肯米勒新進 44加碼 15減碼 10清倉 23
新進
GOOGL
FOXA
CDW
BTDR
DAL
FLR
DHI
AMD
PANW
HUT
FOX
CVCO
PURR
RMBS
RYTM
SKY
ENTG
AEVA
RIOT
EQIX
LRCX
DFTX
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
TXG
LLY
RGEN
RKT
BIDU
CVNA
RDDT
TMO
DHR
FFIV
SKE
GLUE
RLAY
CCC
UWMC
NVTS
FTAI
BEAM
AUR
IREN
GGAL
加碼
NTRA+4.0%
TSM+19.1%
STM+18.8%
INSM+23.4%
AMZN+1,082.5%
STX+140.6%
UAL+202.8%
RVMD+26.5%
CRH+46.6%
CLF+82.2%
PTGX+30.8%
ADMA+80.1%
DAKT+99.6%
PCT+178.4%
SCCO+1.0%
減碼
YPF−3.0%
TBBB−6.7%
SNDK−8.5%
GLOBAL X FDS GB MSCI AR ETF−15.1%
WWD−68.2%
ROKU−75.5%
TEVA−73.7%
WAB−40.4%
ARM−73.7%
AA−87.6%
清倉
AVGO
OPCH
FIGR
QSR
LSCC
HUM
TWLO
JBL
GSG
BE
INTC
NET
LYB
TWST
COHR
CLS
STUB
MU
ECHO
ALM
LITE
MELI
WLK
看完整的 13F 持倉
Trian 基金管理尼爾森·佩爾茲加碼 2減碼 2
加碼
WEN+0.1%
GEHC+76,194.4%
減碼
JANUS HENDERSON GROUP PLC ORD SHS−19.5%
IVZ−45.3%
看完整的 13F 持倉
綠光資本大衛·安宏新進 7加碼 11減碼 11清倉 6
新進
FBIN
VGNT
PRMB
PYPL
WBD
PVH
CMCSA
加碼
CNR+22.9%
GPK+9.4%
BKV+14.8%
SHC+100.2%
DCH+96.4%
HSIC+19.9%
AR+94.7%
REZI+7.9%
DECK+5.2%
VTRS+52.6%
TRIP+51.0%
減碼
FLR−1.9%
ACHC−2.6%
PENN−3.0%
CNC−39.6%
SNX−20.5%
TEVA−0.8%
CPRI−2.2%
DHT−4.5%
VSNT−36.5%
SPB−13.7%
GLD−16.3%
清倉
VSXY
SLM
PTON
WFRD
ZIM
KATAPULT HOLDINGS INC *W EXP 06/09/202
看完整的 13F 持倉
喜馬拉雅資本李錄加碼 2清倉 6
加碼
PDD+133.5%
BRK.B+23.5%
清倉
BAC
OXY
SPGI
HRB
MCO
MSCI
看完整的 13F 持倉
福吉谷資本德夫·坎特薩里亞減碼 4
減碼
FICO−12.6%
SPGI−13.3%
MA−28.3%
V−22.7%
看完整的 13F 持倉
吉維尼資本法蘭索瓦·羅雄新進 7加碼 12減碼 30清倉 7
新進
NYT
MSA
WSO
VEEV
AXP
HWKN
INVESCO QQQ TRUST SERIES I ETF
加碼
SCHW+9.5%
ADP+56.2%
PGR+2.6%
BKNG+2,375.1%
KNSL+10.0%
BFAM+45.6%
RMD+68.5%
AAON+1.5%
TWFG+18.2%
MA+2.7%
FERG+1.8%
ISHARES TR US HOME CONS ETF+7.4%
減碼
GOOG−2.5%
HEI.A−0.4%
META−1.6%
AME−2.2%
MEDP−0.8%
V−1.6%
BRK.B−34.4%
GOOGL−11.0%
FIVE−3.1%
IBP−1.5%
NVR−3.0%
OZK−2.7%
MKL−28.1%
ANET−19.7%
KEYS−55.7%
DIS−3.9%
BRO−0.3%
ADI−45.4%
LFUS−8.2%
SUNB−9.0%
JPM−8.5%
LULU−9.7%
FND−0.8%
BLDR−0.4%
BRK.A−18.2%
AAPL−13.6%
TSM−55.0%
SPY−7.3%
MSFT−6.4%
CPRT−69.9%
清倉
MTB
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
INVESCO NASDAQ 100 ETF ETF
BIRK
ODFL
SITE
NVO
看完整的 13F 持倉
費爾法克斯金融普雷姆·沃薩新進 6加碼 7減碼 2清倉 3
新進
EGO
KSPI
RCI
DPZ
ELECTRONIC ARTS INC COM
CPAC
加碼
ORLA MNG LTD NEW COM+83.5%
KHC+171.6%
UAA+5.5%
TAP+38.7%
WEN+144.9%
PFE+5.3%
WBD+41.5%
減碼
GTX−44.3%
MX−50.0%
清倉
KENNEDY-WILSON HOLDINGS INC COM
BB
PRTH
看完整的 13F 持倉
Lindsell Train尼克·崔恩新進 2加碼 5減碼 14清倉 1
新進
KKR
WMG
加碼
V+1.9%
SPGI+1.4%
EFX+2.6%
VRSK+13.1%
NKE+1.0%
減碼
GOOGL−24.5%
TKO−14.3%
FICO−9.3%
TMO−16.6%
DIS−18.7%
INTU−9.1%
MDLZ−28.0%
PEP−19.8%
PYPL−24.3%
EBAY−42.1%
MANU−12.2%
BF.A−17.4%
BF.B−12.5%
AXP−15.6%
清倉
CL
看完整的 13F 持倉
景林資產蔣錦志新進 4加碼 1減碼 11清倉 8
新進
ASML
AAOI
VNET
AMAT
加碼
FUTU+9.8%
減碼
GOOGL−38.0%
INTC−60.3%
PDD−6.2%
YMM−3.7%
NTES−81.2%
ATAT−31.0%
QFIN−8.0%
AAPL−40.9%
SE−55.5%
HTHT−69.8%
TCOM−99.5%
清倉
META
AMZN
NVDA
BABA
EDU
UNH
TAL
LITE
看完整的 13F 持倉
東南資產管理（Longleaf）梅森·霍金斯新進 2加碼 8減碼 24清倉 4
新進
ABT
TME
加碼
CNX+16.2%
ACI+16.4%
REGN+16.6%
ESRT+34.3%
AVTR+34.2%
GLIBK+46.5%
SAM+23.3%
CLW+0.9%
減碼
RYN−11.8%
MAT−3.8%
PPLI−22.1%
FBIN−21.6%
KHC−8.6%
FDX−21.3%
MGM−29.7%
PVH−14.5%
CNH−5.3%
SHEN−11.0%
WTM−9.3%
GHC−22.8%
BATRK−9.8%
TRIP−50.9%
FIS−7.1%
DOLE−9.4%
EDU−21.2%
KSPI−11.5%
ACMR−82.2%
MICC−38.2%
SN−74.8%
HTHT−11.1%
MLCO−10.5%
GLIBA−9.9%
清倉
BIO
STZ
CLVT
FISV
看完整的 13F 持倉
多爾西資產管理派特·多爾西加碼 8減碼 3
加碼
APP+38.6%
RPRX+7.9%
BKNG+4,409.2%
SPGI+42.1%
UBER+61.6%
LYV+7.9%
DHR+7.9%
META+23.6%
減碼
ASML−7.1%
AER−31.7%
SUNB−47.8%
看完整的 13F 持倉
韋茲投資管理沃利·韋茲新進 3加碼 10減碼 20清倉 2
新進
NFLX
COF
MTD
加碼
DHR+2.5%
HEI.A+8.2%
EFX+2.3%
MLM+19.1%
GPN+4.5%
MELI+15.0%
IR+21.4%
VLTO+93.8%
RGEN+60.0%
SPGI+1.4%
減碼
BRK.B−2.6%
GOOG−17.9%
MA−1.1%
VMC−4.9%
META−2.6%
TMO−4.8%
IEX−4.5%
MSFT−9.6%
AMZN−2.2%
TECH−16.8%
SIRI−8.1%
ADI−19.9%
TXN−51.3%
PRM−11.5%
ACN−29.9%
CSGP−18.2%
CRM−39.5%
LIBERTY BROADBAND CORP COM SER A−4.8%
LIN−1.4%
FTV−3.3%
清倉
ODFL
CDW
看完整的 13F 持倉
Semper Augustus克里斯多福·布魯姆斯特蘭新進 7加碼 12減碼 13清倉 1
新進
PAYX
SPGI
CTSH
MSFT
MCHP
SUNB
JNJ
加碼
BRK.B+8.0%
ALK+5.8%
BRK.A+3.4%
DG+2.6%
DECK+1.4%
DLTR+3.2%
BLDR+142.6%
OLN+6.1%
KGC+2.7%
DIS+5.3%
GLDM+0.4%
AAPL+12.1%
減碼
NEM−6.7%
FIVE−45.2%
DINO−30.1%
VLO−14.0%
CMI−67.2%
XOM−0.6%
PSKY−0.6%
EQNR−8.4%
SBUX−81.8%
COST−0.4%
NXPI−41.0%
AXP−3.6%
ISHARES TR 0-3 MTH TREASURY−13.6%
清倉
FLEX
看完整的 13F 持倉
高瓴 HHLR張磊新進 5加碼 6減碼 8清倉 8
新進
ALMR
ODTX
NTES
TXN
ZM
加碼
FUTU+24.6%
VIPS+2,683.0%
LITE+120.0%
NVDA+112.6%
GLW+33.3%
COHR+50.1%
減碼
MRVL−4.7%
PDD−88.0%
BEKE−47.6%
BABA−92.5%
TSM−0.1%
BULL−79.3%
INTC−50.6%
RDGT−99.3%
清倉
ONC
CLEARWATER ANALYTICS HLDGS I CL A
B
DDL
AXIAY
ISHARES INC MSCI MEXICO ETF
VNET
UXIN
看完整的 13F 持倉
帕布萊投資基金莫尼什·帕布萊新進 1加碼 1減碼 2
新進
KSPI
加碼
RIG0.0%
減碼
HCC−3.7%
AMR−10.8%
看完整的 13F 持倉
每日期刊查理·蒙格股數都沒有變化
看完整的 13F 持倉
Chou Associates法蘭西斯·周新進 1減碼 1清倉 1
新進
VTS
減碼
AAPL−9.1%
清倉
BRAEMAR HOTELS & RESORTS INC NOTE 4.500% 6/0
看完整的 13F 持倉
Aquamarine 基金蓋伊·斯皮爾股數都沒有變化
看完整的 13F 持倉