按个股查看 13F
个股机构动作
这是独立的 13F 个股机构动作页：按股票查看哪些追踪机构持有、谁加仓、谁减仓，以及哪些仓位在各自组合中最重要。
追踪股票64
追踪机构11
加仓 / 新进51
披露市值$313.6B
最大个股机构暴露
按追踪机构合计披露市值排序，先看资金最集中的股票。
AAPL APPLE INC
2 机构 $58B
AXP AMERICAN EXPRESS CO
1 机构 $45.9B
KO COCA COLA CO
2 机构 $30.4B
BAC BANK AMERICA CORP
1 机构 $25B
GOOGL ALPHABET INC
7 机构 $20.1B
CVX CHEVRON CORPORATION
1 机构 $17.5B
OXY OCCIDENTAL PETE CORP
1 机构 $17.2B
CB CHUBB LTD SWITZ
2 机构 $11.2B
MCO MOODYS CORP
2 机构 $10.8B
AMZN AMAZON COM INC
10 机构 $8.1B
KHC KRAFT HEINZ CO
1 机构 $7.3B
TSM Taiwan Semiconductor Manufacturing Company Ltd
7 机构 $6.1B
META META PLATFORMS INC
8 机构 $5.3B
DVA DAVITA INC
1 机构 $4.6B
MSFT MICROSOFT CORP
7 机构 $4.1B
NVDA NVIDIA Corp
7 机构 $4B
KR KROGER CO
1 机构 $3.6B
SIRI SIRIUSXM HOLDINGS INC
1 机构 $2.9B
DAL DELTA AIR LINES INC
3 机构 $2.6B
UBER UBER TECHNOLOGIES INC
4 机构 $2.6B
BN BROOKFIELD CORP
2 机构 $2.4B
VRSN VERISIGN INC
1 机构 $2.2B
GOOG ALPHABET INC
6 机构 $2.1B
QSR RESTAURANT BRANDS INTL INC
3 机构 $1.7B
机构加仓与新进
新进与加仓通常需要和长期不变仓位分开阅读。
| 股票 | 机构 | 市值 | 组合占比 | 股数变化 | 股数 | 披露 | 状态 |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC | Berkshire Hathaway2026-03-31 | $15.6B | 5.9% | +204.0% | 54.2M | 2026-05-15 | 加仓 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | Coatue Management2026-03-31 | $3.1B | 10.8% | +7.6% | 9.3M | 2026-05-15 | 加仓 |
| DALDELTA AIR LINES INC | Berkshire Hathaway2026-03-31 | $2.6B | 1.0% | 新进 | 39.8M | 2026-05-15 | 新进 |
| AMZNAMAZON COM INC | Pershing Square2026-03-31 | $2.4B | 17.4% | +19.2% | 11.5M | 2026-05-15 | 加仓 |
| NVDANVIDIA CORPORATION | Tiger Global Management2026-03-31 | $2.1B | 9.2% | +9.1% | 12M | 2026-05-15 | 加仓 |
| MSFTMICROSOFT CORP | Pershing Square2026-03-31 | $2.1B | 15.3% | 新进 | 5.7M | 2026-05-15 | 新进 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | Tiger Global Management2026-03-31 | $1.9B | 8.2% | +49.4% | 5.6M | 2026-05-15 | 加仓 |
| METAMETA PLATFORMS INC | Tiger Global Management2026-03-31 | $1.8B | 7.7% | +12.2% | 3.1M | 2026-05-15 | 加仓 |
| NYTNEW YORK TIMES CO MTN BE | Berkshire Hathaway2026-03-31 | $1.3B | 0.5% | +199.0% | 15.1M | 2026-05-15 | 加仓 |
| GOOGALPHABET INC | Berkshire Hathaway2026-03-31 | $1B | 0.4% | 新进 | 3.6M | 2026-05-15 | 新进 |
| PLTRPALANTIR TECHNOLOGIES INC | Scion Asset Management2025-09-30 | $912.1M | 66.0% | 新进 | 5M | 2025-11-03 | 新进 |
| AMZNAMAZON COM INC | Appaloosa Management2026-03-31 | $899.7M | 15.2% | +98.2% | 4.3M | 2026-05-15 | 加仓 |
| LENLENNAR CORP | Berkshire Hathaway2026-03-31 | $877.1M | 0.3% | +43.2% | 10.1M | 2026-05-15 | 加仓 |
| AMDAdvanced Micro Devices Inc | ARK Invest2026-03-31 | $551.9M | 4.3% | +5.4% | 2.7M | 2026-05-12 | 加仓 |
| CRSPCRISPR Therapeutics AG | ARK Invest2026-03-31 | $538.2M | 4.2% | +7.5% | 11.3M | 2026-05-12 | 加仓 |
| SHOPShopify Inc | ARK Invest2026-03-31 | $495.6M | 3.9% | +5.0% | 4.2M | 2026-05-12 | 加仓 |
| UBERUBER TECHNOLOGIES INC | Appaloosa Management2026-03-31 | $455.5M | 7.7% | +242.3% | 6.3M | 2026-05-15 | 加仓 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | Appaloosa Management2026-03-31 | $448.6M | 7.6% | +17.5% | 1.3M | 2026-05-15 | 加仓 |
| TEMTempus AI Inc | ARK Invest2026-03-31 | $434.5M | 3.4% | +27.1% | 9.6M | 2026-05-12 | 加仓 |
| CRCLCircle Internet Group Inc | ARK Invest2026-03-31 | $430.2M | 3.3% | +8.9% | 4.5M | 2026-05-12 | 加仓 |
| HOODRobinhood Markets Inc | ARK Invest2026-03-31 | $416M | 3.2% | +24.9% | 6M | 2026-05-12 | 加仓 |
| RBLXROBLOX Corp | ARK Invest2026-03-31 | $333.5M | 2.6% | +22.0% | 5.9M | 2026-05-12 | 加仓 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | Soros Fund Management2026-03-31 | $303.2M | 3.3% | +156.5% | 897,318 | 2026-05-15 | 加仓 |
| AMZNAmazon.com Inc | ARK Invest2026-03-31 | $282.3M | 2.2% | +11.8% | 1.4M | 2026-05-12 | 加仓 |
| CRWVCOREWEAVE INC | Soros Fund Management2026-03-31 | $254.1M | 2.8% | +90.7% | 3.3M | 2026-05-15 | 加仓 |
| KTOSKratos Defense & Security Solutions Inc. | ARK Invest2026-03-31 | $246.2M | 1.9% | +1.1% | 3.5M | 2026-05-12 | 加仓 |
| GOOGAlphabet Inc | ARK Invest2026-03-31 | $206.7M | 1.6% | +32.0% | 720,414 | 2026-05-12 | 加仓 |
| CRWVCoreWeave Inc | ARK Invest2026-03-31 | $196.6M | 1.5% | +31.9% | 2.5M | 2026-05-12 | 加仓 |
| ACHRArcher Aviation Inc | ARK Invest2026-03-31 | $193.5M | 1.5% | +6.4% | 37.4M | 2026-05-12 | 加仓 |
| NVDANVIDIA CORPORATION | Soros Fund Management2026-03-31 | $187.2M | 2.1% | +61.2% | 1.1M | 2026-05-15 | 加仓 |
| NVDANVIDIA CORPORATION | Scion Asset Management2025-09-30 | $186.6M | 13.5% | 新进 | 1M | 2025-11-03 | 新进 |
| NTLAIntellia Therapeutics Inc | ARK Invest2026-03-31 | $186M | 1.4% | +2.1% | 14.5M | 2026-05-12 | 加仓 |
| RKLBRocket Lab Corp | ARK Invest2026-03-31 | $144.1M | 1.1% | +0.4% | 2.2M | 2026-05-12 | 加仓 |
| AAPLAPPLE INC | Soros Fund Management2026-03-31 | $127M | 1.4% | +20.3% | 500,534 | 2026-05-15 | 加仓 |
| MMACYS INC | Berkshire Hathaway2026-03-31 | $55M | 0.0% | 新进 | 3M | 2026-05-15 | 新进 |
| METAMETA PLATFORMS INC | Third Point2026-03-31 | $51.5M | 2.5% | 新进 | 90,000 | 2026-05-15 | 新进 |
| GOOGLALPHABET INC | Third Point2026-03-31 | $50.3M | 2.4% | 新进 | 175,000 | 2026-05-15 | 新进 |
| COFCAPITAL ONE FINL CORP | Soros Fund Management2026-03-31 | $32.9M | 0.4% | 新进 | 180,105 | 2026-05-15 | 新进 |
| LEN.BLENNAR CORP | Berkshire Hathaway2026-03-31 | $20M | 0.0% | +31.3% | 237,703 | 2026-05-15 | 加仓 |
| METAMETA PLATFORMS INC | Soros Fund Management2026-03-31 | $19.8M | 0.2% | 新进 | 34,607 | 2026-05-15 | 新进 |
| KOCOCA COLA CO | Soros Fund Management2026-03-31 | $11.5M | 0.1% | 新进 | 150,643 | 2026-05-15 | 新进 |
| CBCHUBB LTD SWITZ | Soros Fund Management2026-03-31 | $7.5M | 0.1% | 新进 | 22,890 | 2026-05-15 | 新进 |
| CRCLCIRCLE INTERNET GROUP INC | Soros Fund Management2026-03-31 | $7.2M | 0.1% | +46.4% | 75,686 | 2026-05-15 | 加仓 |
| AMDADVANCED MICRO DEVICES INC | Soros Fund Management2026-03-31 | $7M | 0.1% | +101.4% | 34,645 | 2026-05-15 | 加仓 |
| AMZNAMAZON COM INC | Baupost Group2026-03-31 | $649,543 | 12.7% | +47.0% | 3.1M | 2026-05-14 | 加仓 |
| NTRANatera Inc | Duquesne Family Office2026-03-31 | $612,691 | 18.1% | +22.0% | 3.1M | 2026-05-15 | 加仓 |
| HTZHERTZ GLOBAL HLDGS INC | Coatue Management2026-03-31 | $492,454 | 0.0% | 新进 | 106,823 | 2026-05-15 | 新进 |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | Soros Fund Management2026-03-31 | $352,550 | 0.0% | 新进 | 5,000 | 2026-05-15 | 新进 |
| GOOGALPHABET INC | Baupost Group2026-03-31 | $338,819 | 6.6% | +8.6% | 1.2M | 2026-05-14 | 加仓 |
| ROKURoku Inc | Duquesne Family Office2026-03-31 | $70,983 | 2.1% | +28.7% | 750,190 | 2026-05-15 | 加仓 |
| TWSTTwist Bioscience Corp | Duquesne Family Office2026-03-31 | $9,789 | 0.3% | 新进 | 206,000 | 2026-05-15 | 新进 |
机构减仓与清仓
减仓与清仓可以帮助区分普通调仓和完整退出。
| 股票 | 机构 | 市值 | 组合占比 | 股数变化 | 股数 | 披露 | 状态 |
|---|---|---|---|---|---|---|---|
| BACBANK AMERICA CORP | Berkshire Hathaway2026-03-31 | $25B | 9.5% | -0.7% | 513.6M | 2026-05-15 | 减仓 |
| CVXCHEVRON CORPORATION | Berkshire Hathaway2026-03-31 | $17.5B | 6.6% | -35.2% | 84.4M | 2026-05-15 | 减仓 |
| DVADAVITA INC | Berkshire Hathaway2026-03-31 | $4.6B | 1.8% | -5.2% | 30.1M | 2026-05-15 | 减仓 |
| BNBROOKFIELD CORP | Pershing Square2026-03-31 | $2.4B | 17.6% | -2.8% | 59.7M | 2026-05-15 | 减仓 |
| UBERUBER TECHNOLOGIES INC | Pershing Square2026-03-31 | $2.2B | 15.7% | -0.8% | 30M | 2026-05-15 | 减仓 |
| AMZNAMAZON COM INC | Tiger Global Management2026-03-31 | $2.1B | 9.1% | -0.1% | 10M | 2026-05-15 | 减仓 |
| QSRRESTAURANT BRANDS INTL INC | Pershing Square2026-03-31 | $1.7B | 12.2% | -1.0% | 22.6M | 2026-05-15 | 减仓 |
| AMZNAMAZON COM INC | Coatue Management2026-03-31 | $1.7B | 5.7% | -20.2% | 7.9M | 2026-05-15 | 减仓 |
| METAMETA PLATFORMS INC | Coatue Management2026-03-31 | $1.6B | 5.5% | -25.6% | 2.8M | 2026-05-15 | 减仓 |
| METAMETA PLATFORMS INC | Pershing Square2026-03-31 | $1.5B | 11.1% | -0.5% | 2.7M | 2026-05-15 | 减仓 |
| GOOGLALPHABET INC | Coatue Management2026-03-31 | $1.2B | 4.3% | -37.0% | 4.3M | 2026-05-15 | 减仓 |
| NVDANVIDIA CORPORATION | Coatue Management2026-03-31 | $1.1B | 3.8% | -31.2% | 6.3M | 2026-05-15 | 减仓 |
| TSLATesla Inc | ARK Invest2026-03-31 | $1.1B | 8.2% | -2.9% | 2.8M | 2026-05-12 | 减仓 |
| MSFTMICROSOFT CORP | Tiger Global Management2026-03-31 | $925.4M | 4.1% | -54.4% | 2.5M | 2026-05-15 | 减仓 |
| MSFTMICROSOFT CORP | Coatue Management2026-03-31 | $918M | 3.2% | -52.0% | 2.5M | 2026-05-15 | 减仓 |
| NUENUCOR CORP | Berkshire Hathaway2026-03-31 | $660.7M | 0.3% | -39.0% | 3.9M | 2026-05-15 | 减仓 |
| NTRANATERA INC | Coatue Management2026-03-31 | $508.3M | 1.7% | -3.5% | 2.5M | 2026-05-15 | 减仓 |
| GOOGALPHABET INC | Appaloosa Management2026-03-31 | $497M | 8.4% | -3.0% | 1.7M | 2026-05-15 | 减仓 |
| PLTRPalantir Technologies Inc | ARK Invest2026-03-31 | $454.9M | 3.5% | -3.8% | 3.1M | 2026-05-12 | 减仓 |
| COINCoinbase Global Inc | ARK Invest2026-03-31 | $414.3M | 3.2% | -6.7% | 2.4M | 2026-05-12 | 减仓 |
| AMZNAMAZON COM INC | Soros Fund Management2026-03-31 | $405.2M | 4.4% | -26.8% | 1.9M | 2026-05-15 | 减仓 |
| AMZNAMAZON COM INC | Third Point2026-03-31 | $404M | 19.4% | -10.4% | 1.9M | 2026-05-15 | 减仓 |
| TERTeradyne Inc | ARK Invest2026-03-31 | $369.1M | 2.9% | -47.2% | 1.2M | 2026-05-12 | 减仓 |
| ROKURoku Inc | ARK Invest2026-03-31 | $361.5M | 2.8% | -35.0% | 3.8M | 2026-05-12 | 减仓 |
| GOOGALPHABET INC | Coatue Management2026-03-31 | $320.1M | 1.1% | -44.2% | 1.1M | 2026-05-15 | 减仓 |
| TWSTTwist Bioscience Corp | ARK Invest2026-03-31 | $301.4M | 2.3% | -16.1% | 6.3M | 2026-05-12 | 减仓 |
| BEAMBeam Therapeutics Inc | ARK Invest2026-03-31 | $289.1M | 2.2% | -2.7% | 12.1M | 2026-05-12 | 减仓 |
| NVDANVIDIA CORPORATION | Appaloosa Management2026-03-31 | $256.6M | 4.3% | -13.4% | 1.5M | 2026-05-15 | 减仓 |
| METAMETA PLATFORMS INC | Appaloosa Management2026-03-31 | $249.7M | 4.2% | -27.3% | 436,500 | 2026-05-15 | 减仓 |
| TXG10X Genomics Inc | ARK Invest2026-03-31 | $248.8M | 1.9% | -7.5% | 11.7M | 2026-05-12 | 减仓 |
| XYZBLOCK INC | Tiger Global Management2026-03-31 | $240.7M | 1.1% | -37.2% | 4M | 2026-05-15 | 减仓 |
| DEDeere & Co | ARK Invest2026-03-31 | $224.8M | 1.7% | -5.4% | 399,074 | 2026-05-12 | 减仓 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd | ARK Invest2026-03-31 | $212.1M | 1.6% | -16.1% | 627,704 | 2026-05-12 | 减仓 |
| XYZBlock Inc | ARK Invest2026-03-31 | $186.2M | 1.4% | -8.2% | 3.1M | 2026-05-12 | 减仓 |
| NVDANVIDIA Corp | ARK Invest2026-03-31 | $180.6M | 1.4% | -17.5% | 1M | 2026-05-12 | 减仓 |
| GOOGLALPHABET INC | Soros Fund Management2026-03-31 | $165M | 1.8% | -10.2% | 573,929 | 2026-05-15 | 减仓 |
| ARKBARK 21Shares Bitcoin ETF | ARK Invest2026-03-31 | $150.6M | 1.2% | -2.5% | 6.7M | 2026-05-12 | 减仓 |
| ILMNIllumina Inc | ARK Invest2026-03-31 | $139.2M | 1.1% | -26.7% | 1.1M | 2026-05-12 | 减仓 |
| NTRANatera Inc | ARK Invest2026-03-31 | $136.8M | 1.1% | -6.4% | 684,255 | 2026-05-12 | 减仓 |
| STZCONSTELLATION BRANDS INC | Berkshire Hathaway2026-03-31 | $94.9M | 0.0% | -95.1% | 632,890 | 2026-05-15 | 减仓 |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | Third Point2026-03-31 | $92.9M | 4.5% | -35.3% | 275,000 | 2026-05-15 | 减仓 |
| GOOGALPHABET INC | Pershing Square2026-03-31 | $89.4M | 0.7% | -94.9% | 311,726 | 2026-05-15 | 减仓 |
| METAMeta Platforms Inc | ARK Invest2026-03-31 | $88.1M | 0.7% | -48.4% | 153,996 | 2026-05-12 | 减仓 |
| MSFTMICROSOFT CORP | Soros Fund Management2026-03-31 | $78.5M | 0.9% | -19.4% | 211,966 | 2026-05-15 | 减仓 |
| AMDADVANCED MICRO DEVICES INC | Appaloosa Management2026-03-31 | $45M | 0.8% | -31.9% | 221,400 | 2026-05-15 | 减仓 |
| MSFTMICROSOFT CORP | Appaloosa Management2026-03-31 | $33.3M | 0.6% | -82.0% | 90,000 | 2026-05-15 | 减仓 |
| NVDANVIDIA CORPORATION | Third Point2026-03-31 | $33.1M | 1.6% | -93.6% | 190,000 | 2026-05-15 | 减仓 |
| ALLYALLY FINL INC | Soros Fund Management2026-03-31 | $28.5M | 0.3% | -57.0% | 725,267 | 2026-05-15 | 减仓 |
| COFCAPITAL ONE FINL CORP | Third Point2026-03-31 | $25.5M | 1.2% | -87.3% | 140,000 | 2026-05-15 | 减仓 |
| UBERUBER TECHNOLOGIES INC | Soros Fund Management2026-03-31 | $22.6M | 0.2% | -15.6% | 314,209 | 2026-05-15 | 减仓 |
| TSLATESLA INC | Coatue Management2026-03-31 | $21.9M | 0.1% | -96.4% | 58,838 | 2026-05-15 | 减仓 |
| TSLATESLA INC | Soros Fund Management2026-03-31 | $19.7M | 0.2% | -6.3% | 53,093 | 2026-05-15 | 减仓 |
| GOOGLALPHABET INC | Pershing Square2026-03-31 | $9.3M | 0.1% | -95.2% | 32,376 | 2026-05-15 | 减仓 |
| MSFTMicrosoft Corp | ARK Invest2026-03-31 | $2.4M | 0.0% | -6.5% | 6,399 | 2026-05-12 | 减仓 |
| TSMTaiwan Semiconductor Manufac | Duquesne Family Office2026-03-31 | $167,380 | 5.0% | -8.8% | 495,280 | 2026-05-15 | 减仓 |
| AMZNAmazon Com Inc | Duquesne Family Office2026-03-31 | $51,193 | 1.5% | -70.7% | 245,800 | 2026-05-15 | 减仓 |
| QSRRestaurant Brands Intl Inc | Duquesne Family Office2026-03-31 | $33,583 | 1.0% | -62.4% | 454,435 | 2026-05-15 | 减仓 |
| GOOGLAlphabet Inc | Duquesne Family Office2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| MCOMOODYS CORP | Coatue Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| AMZNAMAZON COM INC | Berkshire Hathaway2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| METAMETA PLATFORMS INC | Scion Asset Management2025-09-30 | $0 | 0.0% | -100.0% | 0 | 2025-11-03 | 清仓 |
| MSFTMICROSOFT CORP | Third Point2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| DALDELTA AIR LINES INC DEL | Appaloosa Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| DALDelta Air Lines Inc Del | Duquesne Family Office2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| BNBROOKFIELD CORP | Third Point2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| AMDADVANCED MICRO DEVICES INC | Coatue Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| SHOPSHOPIFY INC | Soros Fund Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| CRCLCIRCLE INTERNET GROUP INC | Tiger Global Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| COINCOINBASE GLOBAL INC | Soros Fund Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| RBLXROBLOX CORP | Soros Fund Management2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| HLTHILTON WORLDWIDE HLDGS INC | Pershing Square2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| CMGChipotle Mexican Grill Inc | Duquesne Family Office2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
| CMGCHIPOTLE MEXICAN GRILL INC | Third Point2026-03-31 | $0 | 0.0% | -100.0% | 0 | 2026-05-15 | 清仓 |
全部个股详情页
每张卡片都会打开该股票的独立 SEO 详情页。
AAPL APPLE INC
2 $58B
AXP AMERICAN EXPRESS CO
1 $45.9B
KO COCA COLA CO
2 $30.4B
BAC BANK AMERICA CORP
1 $25B
GOOGL ALPHABET INC
7 $20.1B
CVX CHEVRON CORPORATION
1 $17.5B
OXY OCCIDENTAL PETE CORP
1 $17.2B
CB CHUBB LTD SWITZ
2 $11.2B
MCO MOODYS CORP
2 $10.8B
AMZN AMAZON COM INC
10 $8.1B
KHC KRAFT HEINZ CO
1 $7.3B
TSM Taiwan Semiconductor Manufacturing Company Ltd
7 $6.1B
META META PLATFORMS INC
8 $5.3B
DVA DAVITA INC
1 $4.6B
MSFT MICROSOFT CORP
7 $4.1B
NVDA NVIDIA Corp
7 $4B
KR KROGER CO
1 $3.6B
SIRI SIRIUSXM HOLDINGS INC
1 $2.9B
DAL DELTA AIR LINES INC
3 $2.6B
UBER UBER TECHNOLOGIES INC
4 $2.6B
BN BROOKFIELD CORP
2 $2.4B
VRSN VERISIGN INC
1 $2.2B
GOOG ALPHABET INC
6 $2.1B
QSR RESTAURANT BRANDS INTL INC
3 $1.7B
PLTR Palantir Technologies Inc
2 $1.4B
COF CAPITAL ONE FINL CORP
3 $1.4B
NYT NEW YORK TIMES CO MTN BE
1 $1.3B
HHH HOWARD HUGHES HOLDINGS INC
1 $1.2B
ALLY ALLY FINL INC
2 $1.2B
TSLA Tesla Inc
3 $1.1B
LEN LENNAR CORP
1 $877.1M
NUE NUCOR CORP
1 $660.7M
NTRA Natera Inc
3 $645.8M
AMD Advanced Micro Devices Inc
4 $604M
CRSP CRISPR Therapeutics AG
1 $538.2M
SHOP Shopify Inc
2 $495.6M
CRWV CoreWeave Inc
2 $450.7M
CRCL Circle Internet Group Inc
3 $437.5M
TEM Tempus AI Inc
1 $434.5M
XYZ Block Inc
2 $426.9M
HOOD Robinhood Markets Inc
1 $416M
COIN Coinbase Global Inc
2 $414.3M
LPX LOUISIANA PAC CORP
1 $412.1M
TER Teradyne Inc
1 $369.1M
ROKU Roku Inc
2 $361.6M
RBLX ROBLOX Corp
2 $333.5M
TWST Twist Bioscience Corp
2 $301.4M
BEAM Beam Therapeutics Inc
1 $289.1M
TXG 10X Genomics Inc
1 $248.8M
KTOS Kratos Defense & Security Solutions Inc.
2 $246.5M
DE Deere & Co
1 $224.8M
ACHR Archer Aviation Inc
1 $193.5M
NTLA Intellia Therapeutics Inc
1 $186M
ARKB ARK 21Shares Bitcoin ETF
1 $150.6M
RKLB Rocket Lab Corp
1 $144.1M
ILMN Illumina Inc
1 $139.2M
STZ CONSTELLATION BRANDS INC
1 $94.9M
NVR NVR INC
1 $73.2M
HTZ HERTZ GLOBAL HLDGS INC
2 $70.8M
M MACYS INC
1 $55M
LEN.B LENNAR CORP
1 $20M
JEF JEFFERIES FINANCIAL GROUP IN
1 $17.9M
HLT HILTON WORLDWIDE HLDGS INC
1 $0
CMG Chipotle Mexican Grill Inc
2 $0
个股 13F 常见问题
什么是个股 13F 页？
它按 ticker 聚合 13F 持仓，让读者看到哪些追踪机构披露持有、谁加仓、谁减仓，以及该仓位在各自组合中的大小。
13F 加仓是买入信号吗？
不是。它只是延迟披露的股数变化。应把它当作持仓背景，再结合个股页、财报、估值和当前价格判断。
为什么有些股票的机构记录更多？
这取决于追踪机构范围，以及该股票是否出现在最新支持的披露中。大型广泛持有股票通常记录更多。
应该从这里开始还是从 /13f/investors 开始？
如果问题关于某只股票，从这里开始；如果问题关于某个管理人的组合行为，从 /13f/investors 开始。
个股 13F 备注
先看合计敞口
最大的个股 13F 记录显示追踪机构披露市值集中在哪些股票上，这能把广泛持有和单一机构仓位分开。
再看加仓和减仓
新进或加仓不等于高权重。需要把动作和市值、机构风格、其他投资人是否同方向行动放在一起看。
记住披露延迟
13F 是季度延迟快照，不显示所有对冲、空头、现金、衍生品，也不显示季度后全部交易。