Ron Baron
Baron Capital · Ron Baron 的创始人型成长和长期持有
Baron Capital 是研究创始人型成长公司、长期持有和公开基金沟通的重要机构；Ron Baron 的公开材料常围绕 Tesla、旅游、金融科技、资产管理和消费服务长期机会展开。13F 需要与 Baron Funds 的季度报告和年会材料一起读。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
TSLA
|
11,933,509 | $4.4B | 13.4% |
ACGL
|
16,709,759 | $1.6B | 4.8% |
MSCI
|
2,699,389 | $1.5B | 4.4% |
GWRE
|
6,597,453 | $986.7M | 3.0% |
IT
|
5,917,616 | $937.0M | 2.8% |
IDXX
|
1,633,367 | $917.8M | 2.8% |
H
|
6,341,673 | $911.9M | 2.8% |
FIGS
|
59,959,449 | $885.6M | 2.7% |
FDS
|
3,756,587 | $815.1M | 2.5% |
CHH
|
7,690,494 | $796.0M | 2.4% |
RRR
|
13,412,846 | $715.7M | 2.2% |
SCHW
|
7,464,316 | $701.5M | 2.1% |
KNSL
|
2,027,765 | $692.8M | 2.1% |
CSGP
|
16,314,175 | $658.1M | 2.0% |
MTN
|
5,043,533 | $647.2M | 2.0% |
SPOT
|
1,319,525 | $639.9M | 1.9% |
SHOP
|
4,718,230 | $559.7M | 1.7% |
NVDA
|
2,919,758 | $509.2M | 1.5% |
VRSK
|
2,511,976 | $476.6M | 1.4% |
BIRK
|
9,366,068 | $335.6M | 1.0% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
TSLA
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 11,933,509 | 11,927,475 | 0.1% | -$927.7M |
|
CSGP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 16,314,175 | 19,498,099 | -16.3% | -$652.9M |
|
IDXX
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,633,367 | 1,798,041 | -9.2% | -$298.7M |
|
SHOP
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,718,230 | 2,288,270 | 106.2% | +$191.3M |
|
VRSK
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,511,976 | 1,302,611 | 92.8% | +$185.3M |
CWAN
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 154,864 | 7,816,447 | -98.0% | -$184.9M |
MORN
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 759,515 | 1,241,794 | -38.8% | -$141.5M |
MSFT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 73,753 | 341,758 | -78.4% | -$138.0M |
FPS
|
新增 | 2026-03-31 披露 2026-05-15 | 4,674,583 | 0 | - | +$136.8M |
EQIX
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 243,975 | 145,429 | 67.8% | +$127.7M |
|
MSCI
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,699,389 | 2,755,747 | -2.0% | -$126.1M |
|
IT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 5,917,616 | 4,212,957 | 40.5% | -$125.8M |
|
ACGL
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 16,709,759 | 17,987,505 | -7.1% | -$121.4M |
JLL
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 241,208 | 564,297 | -57.3% | -$116.5M |
INTA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,144,270 | 3,327,989 | -35.6% | -$97.4M |
EXK
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 954,547 | -100.0% | -$96.9M |
|
CHH
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 7,690,494 | 7,386,575 | 4.1% | +$92.3M |
ONON
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 9,714,605 | 5,405,486 | 79.7% | +$79.2M |
BX
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 94,599 | 580,010 | -83.7% | -$78.5M |
BABA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 635,540 | 1,071,647 | -40.7% | -$77.3M |
PRI
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 860,026 | 1,132,544 | -24.1% | -$77.2M |
CBRE
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,074,451 | 1,359,332 | -21.0% | -$73.0M |
PSA
|
新增 | 2026-03-31 披露 2026-05-15 | 266,847 | 0 | - | +$72.3M |
DKNG
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 4,218,766 | 4,674,455 | -9.7% | -$69.9M |
|
H
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 6,341,673 | 6,106,485 | 3.9% | -$67.1M |
DLR
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 484,763 | 138,178 | 250.8% | +$66.0M |
FROG
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 620,313 | 1,493,518 | -58.5% | -$64.2M |
ABNB
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,441,221 | 880,076 | 63.8% | +$62.6M |
GOOGL
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 382,577 | 157,498 | 142.9% | +$60.7M |
|
SPOT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,319,525 | 997,291 | 32.3% | +$60.7M |
|
RRR
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 13,412,846 | 12,519,892 | 7.1% | -$59.9M |
IBP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 198,216 | 423,182 | -53.2% | -$57.2M |
LPX
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 674,577 | -100.0% | -$54.5M |
FICO
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 57,929 | 68,651 | -15.6% | -$54.2M |
IRM
|
新增 | 2026-03-31 披露 2026-05-15 | 525,270 | 0 | - | +$53.7M |
ODD
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 62,630 | 1,353,715 | -95.4% | -$53.6M |
GTLB
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,426,527 | -100.0% | -$53.5M |
GDS
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,597,246 | 3,784,848 | 21.5% | +$53.1M |
MELI
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 42,793 | 61,964 | -30.9% | -$50.8M |
ICLR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 426,805 | 534,248 | -20.1% | -$50.1M |
BN
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,905,510 | 3,635,917 | -20.1% | -$49.3M |
MASI
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 373,899 | -100.0% | -$48.6M |
|
NVDA
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,919,758 | 2,988,943 | -2.3% | -$48.2M |
|
GWRE
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 6,597,453 | 5,147,550 | 28.2% | -$48.0M |
CPNG
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,809,513 | 4,274,350 | -34.3% | -$47.8M |
TTAN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,114,416 | 1,096,931 | 1.6% | -$46.1M |
VRT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,181,144 | 1,545,572 | -23.6% | +$45.6M |
BLLN
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 741,485 | 170,000 | 336.2% | +$44.6M |
CZR
|
新增 | 2026-03-31 披露 2026-05-15 | 1,643,199 | 0 | - | +$43.4M |
HLI
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,061,403 | 1,123,951 | -5.6% | -$43.3M |
AMT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 23,709 | 267,813 | -91.1% | -$42.9M |
TECH
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 561,441 | 1,207,499 | -53.5% | -$41.7M |
KTOS
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 715,395 | 1,209,773 | -40.9% | -$41.4M |
PWR
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 325,840 | 328,010 | -0.7% | +$40.5M |
VIST
|
新增 | 2026-03-31 披露 2026-05-15 | 530,237 | 0 | - | +$40.0M |
FBIN
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 773,799 | -100.0% | -$38.7M |
KRMN
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,279,093 | 1,914,221 | -33.2% | -$37.7M |
RBC
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 181,481 | 303,110 | -40.1% | -$37.4M |
MGM
|
新增 | 2026-03-31 披露 2026-05-15 | 996,534 | 0 | - | +$36.9M |
BBD
|
新增 | 2026-03-31 披露 2026-05-15 | 10,083,509 | 0 | - | +$36.8M |
PLNT
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,200,064 | 1,150,028 | 4.4% | -$35.5M |
MTD
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 133,639 | 146,334 | -8.7% | -$35.5M |
NPO
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 391,730 | 298,850 | 31.1% | +$34.2M |
BAM
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 398,072 | 984,871 | -59.6% | -$33.9M |
ALKT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,308,036 | 2,983,065 | -22.6% | -$32.7M |
META
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 256,700 | 270,126 | -5.0% | -$31.4M |
LVS
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,226,430 | 1,497,892 | -18.1% | -$31.4M |
XP
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,674,571 | 1,195,477 | 123.7% | +$31.4M |
TOL
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 932,031 | 1,166,270 | -20.1% | -$30.5M |
WYNN
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,736,856 | 1,219,590 | 42.4% | +$29.6M |
VEEV
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 168,126 | 262,070 | -35.8% | -$29.0M |
WELL
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,344,941 | 1,277,492 | 5.3% | +$28.8M |
ARGX
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 138,648 | 153,719 | -9.8% | -$28.0M |
STUB
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,931,317 | 2,953,213 | -34.6% | -$27.9M |
CRH
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 739,176 | 844,634 | -12.5% | -$27.7M |
YMM
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 4,184,358 | 5,772,623 | -27.5% | -$27.2M |
IBKR
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 4,047,376 | 4,643,376 | -12.8% | -$27.2M |
ROP
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 186,159 | 207,437 | -10.3% | -$26.5M |
SKY
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 469,822 | 725,542 | -35.2% | -$26.4M |
JEF
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,530,228 | 596,528 | 156.5% | +$26.2M |
HTFL
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,827,531 | 2,303,877 | 66.1% | +$26.0M |
LPLA
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 121,778 | 175,245 | -30.5% | -$26.0M |
TRU
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 641,179 | 813,353 | -21.2% | -$25.4M |
PCOR
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,499,091 | 1,515,982 | -1.1% | -$24.8M |
NVMI
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 59,858 | 154,511 | -61.3% | -$24.7M |
RGEN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 548,346 | 544,779 | 0.7% | -$24.7M |
AVGO
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 523,219 | 537,840 | -2.7% | -$24.2M |
AEIS
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 268,725 | 299,141 | -10.2% | +$24.1M |
SNOW
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 398,468 | 381,878 | 4.3% | -$23.7M |
NCNO
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,050,073 | 2,102,737 | -2.5% | -$23.2M |
|
FDS
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,756,587 | 2,888,845 | 30.0% | -$23.2M |
WST
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 199,750 | 263,189 | -24.1% | -$22.3M |
VMC
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 153,819 | 225,132 | -31.7% | -$22.3M |
TSM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 636,267 | 634,652 | 0.3% | +$22.2M |
EFOR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,060,800 | 1,310,800 | -19.1% | -$22.1M |
COO
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 454,864 | 664,491 | -31.5% | -$21.9M |
APH
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,659,690 | 1,710,742 | -3.0% | -$21.5M |
SITE
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,059,076 | 2,028,366 | 1.5% | +$21.4M |
HEI.A
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 419,407 | 434,342 | -3.4% | -$21.1M |
JBTM
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 660,040 | 700,040 | -5.7% | -$21.1M |
ASML
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 35,625 | 24,431 | 45.8% | +$20.9M |
FWONK
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 800,000 | 900,000 | -11.1% | -$20.6M |
NTSK
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,824,078 | 2,981,743 | 28.2% | -$19.8M |
TEM
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 899,278 | 355,446 | 153.0% | +$19.7M |
ROL
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 998,020 | 1,208,539 | -17.4% | -$19.2M |
WING
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 207,987 | 215,231 | -3.4% | -$19.1M |
ZS
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 173,025 | 190,968 | -9.4% | -$18.7M |
FND
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,273,764 | 1,354,401 | -6.0% | -$17.8M |
PONY
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,125,643 | 2,586,581 | -17.8% | -$17.4M |
DRVN
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 4,500,196 | 5,000,261 | -10.0% | -$17.4M |
CGNX
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,740,166 | 1,900,166 | -8.4% | +$16.9M |
MAC
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 4,084,693 | 3,286,261 | 24.3% | +$16.5M |
IOT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 5,119,835 | 4,120,031 | 24.3% | +$16.2M |
SPG
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 166,058 | 252,790 | -34.3% | -$15.8M |
FIG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,052,204 | 750,000 | 173.6% | +$15.4M |
ESTA
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 964,167 | 961,226 | 0.3% | -$15.3M |
DT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,159,694 | 1,499,500 | 44.0% | +$14.9M |
LLY
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 85,066 | 86,476 | -1.6% | -$14.7M |
EQR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 473,496 | 675,281 | -29.9% | -$14.6M |
MRCY
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 645,066 | 835,823 | -22.8% | -$14.0M |
VRNS
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,239,294 | 1,226,240 | 1.1% | -$13.6M |
NET
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 457,324 | 409,604 | 11.7% | +$13.6M |
AAON
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 844,377 | 738,016 | 14.4% | +$13.6M |
S
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,908,204 | 2,536,596 | -24.8% | -$13.5M |
CWST
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 718,461 | 446,242 | 61.0% | +$13.3M |
RKT
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,828,334 | 1,398,360 | 102.3% | +$13.2M |
AMZN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,294,654 | 1,225,159 | 5.7% | -$13.2M |
BWIN
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,710,068 | 3,010,428 | -10.0% | -$12.9M |
VTR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 998,339 | 1,219,483 | -18.1% | -$12.7M |
TDG
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 78,664 | 77,799 | 1.1% | -$12.3M |
BFAM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,102,308 | 1,013,488 | 8.8% | -$12.2M |
SSNC
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 572,451 | 578,673 | -1.1% | -$11.9M |
HEI
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 167,976 | 177,633 | -5.4% | -$11.4M |
WAY
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,325,569 | 1,393,634 | 66.9% | +$10.4M |
AXON
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 117,942 | 106,441 | 10.8% | -$10.4M |
ISRG
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 97,297 | 97,334 | -0.0% | -$10.3M |
LGN
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,245,682 | 1,395,682 | -10.7% | +$10.3M |
|
BIRK
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 9,366,068 | 7,966,037 | 17.6% | +$9.8M |
MPWR
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 62,994 | 65,227 | -3.4% | +$9.8M |
CRWD
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 110,588 | 71,721 | 54.2% | +$9.6M |
LLYVK
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,525,473 | 1,613,666 | -5.5% | +$9.4M |
LOAR
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,366,299 | 2,119,505 | 11.6% | -$8.6M |
|
MTN
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 5,043,533 | 4,809,928 | 4.9% | +$8.4M |
CAKE
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,000,037 | 1,250,037 | -20.0% | -$8.3M |
BXMT
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 1,568,430 | 2,000,621 | -21.6% | -$8.2M |
NEOG
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 5,009,659 | 5,509,659 | -9.1% | +$8.0M |
V
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 180,092 | 177,148 | 1.7% | -$7.7M |
STEP
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 830,574 | 730,557 | 13.7% | -$7.2M |
SQM
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 560,774 | 562,105 | -0.2% | +$6.7M |
HQY
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 750,025 | 756,025 | -0.8% | -$6.6M |
BAP
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 222,224 | 285,044 | -22.0% | -$6.4M |
ONT
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,168,183 | 2,160,599 | 0.4% | -$6.2M |
STVN
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 2,500,438 | 2,001,724 | 24.9% | -$5.9M |
MA
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 79,754 | 79,958 | -0.3% | -$5.8M |
LYV
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 296,628 | 277,801 | 6.8% | +$5.7M |
NU
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 3,529,651 | 3,335,290 | 5.8% | -$5.1M |
BMI
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 312,213 | 300,046 | 4.1% | -$4.8M |
LOW
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 206,788 | 221,833 | -6.8% | -$4.6M |
PRMB
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 2,186,585 | 2,252,512 | -2.9% | +$4.3M |
|
SCHW
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 7,464,316 | 7,060,309 | 5.7% | -$3.9M |
|
KNSL
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 2,027,765 | 1,781,201 | 13.8% | -$3.9M |
HLT
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 265,363 | 267,703 | -0.9% | +$3.8M |
NOVT
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 915,083 | 936,962 | -2.3% | -$3.4M |
GOOG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 139,018 | 117,784 | 18.0% | +$2.9M |
HNGE
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 1,130,053 | 999,570 | 13.1% | -$2.9M |
WMS
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 291,152 | 294,678 | -1.2% | -$2.8M |
DDOG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 587,382 | 490,582 | 19.7% | +$2.6M |
TW
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 367,448 | 381,337 | -3.6% | +$2.2M |
CDNA
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 3,336,409 | 3,155,180 | 5.7% | -$1.5M |
INDI
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 23,337,826 | 21,705,742 | 7.5% | -$1.5M |
MSGS
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 165,015 | 200,015 | -17.5% | +$1.3M |
GLPI
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,846,273 | 1,858,796 | -0.7% | -$1.2M |
SITM
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 116,961 | 116,493 | 0.4% | -$751,682 |
PLD
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 1,065,747 | 1,109,127 | -3.9% | -$720,715 |
TXRH
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 315,698 | 314,886 | 0.3% | -$136,708 |
BAH
|
小幅增持 | 2026-03-31 披露 2026-05-15 | 507,649 | 469,264 | 8.2% | +$24,740 |
|
FDS
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,888,845 | 1,819,059 | 58.8% | +$317.2M |
|
CSGP
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 19,498,099 | 19,255,566 | 1.3% | -$313.5M |
|
FIGS
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 59,959,449 | 59,934,448 | 0.0% | +$280.2M |
|
MSCI
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,755,747 | 2,394,117 | 15.1% | +$222.6M |
|
MTN
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 4,809,928 | 5,702,692 | -15.7% | -$214.2M |
|
GLPI
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,858,796 | 5,143,996 | -63.9% | -$156.7M |
|
GWRE
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 5,147,550 | 5,168,851 | -0.4% | -$153.4M |
LLYVK*
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,458,910 | -100.0% | -$141.5M |
|
LLYVK
|
新增 | 2025-12-31 披露 2026-02-17 | 1,613,666 | 0 | - | +$134.2M |
|
CHH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 7,386,575 | 5,359,896 | 37.8% | +$130.6M |
|
SPOT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 997,291 | 988,695 | 0.9% | -$111.0M |
|
H
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 6,106,485 | 6,116,673 | -0.2% | +$110.9M |
CNS
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 165,076 | 1,728,387 | -90.4% | -$103.0M |
|
PRI
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,132,544 | 1,408,241 | -19.6% | -$98.3M |
|
KTOS
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,209,773 | 1,932,889 | -37.4% | -$84.8M |
|
VTR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,219,483 | 170,525 | 615.1% | +$82.4M |
TREX
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,589,735 | -100.0% | -$82.1M |
ITGR
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 766,055 | -100.0% | -$79.2M |
DUOL
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 243,708 | -100.0% | -$78.4M |
|
IT
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 4,212,957 | 4,322,113 | -2.5% | -$73.3M |
TTD
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 500,036 | 1,798,634 | -72.2% | -$69.2M |
|
TECH
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,207,499 | 2,496,323 | -51.6% | -$67.9M |
|
KNSL
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,781,201 | 1,788,590 | -0.4% | -$64.0M |
|
VRT
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,545,572 | 2,070,643 | -25.4% | -$62.0M |
|
SKY
|
新增 | 2025-12-31 披露 2026-02-17 | 725,542 | 0 | - | +$61.3M |
|
MORN
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,241,794 | 1,414,305 | -12.2% | -$58.3M |
VNO
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 1,408,487 | -100.0% | -$57.1M |
|
AMT
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 267,813 | 534,053 | -49.9% | -$55.7M |
|
MTD
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 146,334 | 211,352 | -30.8% | -$55.4M |
|
TSLA
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 11,927,475 | 11,947,614 | -0.2% | +$50.7M |
|
ONON
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 5,405,486 | 4,746,553 | 13.9% | +$50.2M |
|
CWAN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 7,816,447 | 7,675,038 | 1.8% | +$50.2M |
|
ABNB
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 880,076 | 578,540 | 52.1% | +$49.2M |
|
NOVT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 936,962 | 627,093 | 49.4% | +$48.7M |
|
AMZN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,225,159 | 1,078,312 | 13.6% | +$46.0M |
|
WAY
|
新增 | 2025-12-31 披露 2026-02-17 | 1,393,634 | 0 | - | +$45.6M |
|
IRM
|
清仓 | 2025-12-31 披露 2026-02-17 | 0 | 436,831 | -100.0% | -$44.5M |
|
CWST
|
新增 | 2025-12-31 披露 2026-02-17 | 446,242 | 0 | - | +$43.7M |
|
PLD
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,109,127 | 891,522 | 24.4% | +$39.5M |
|
MRCY
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 835,823 | 1,295,284 | -35.5% | -$39.2M |
|
FBIN
|
新增 | 2025-12-31 披露 2026-02-17 | 773,799 | 0 | - | +$38.7M |
|
VEEV
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 262,070 | 325,650 | -19.5% | -$38.5M |
|
BIRK
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 7,966,037 | 6,353,801 | 25.4% | +$38.3M |
|
RGEN
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 544,779 | 381,678 | 42.7% | +$38.2M |
|
CPNG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 4,274,350 | 4,305,895 | -0.7% | -$37.8M |
TMHC
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 400,419 | 923,655 | -56.6% | -$37.4M |
|
HLI
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,123,951 | 1,130,190 | -0.6% | -$36.3M |
|
INTA
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 3,327,989 | 2,880,950 | 15.5% | +$34.7M |
|
FROG
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,493,518 | 1,249,068 | 19.6% | +$34.2M |
|
GDS
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 3,784,848 | 4,258,664 | -11.1% | -$32.7M |
|
LVS
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,497,892 | 1,218,229 | 23.0% | +$32.0M |
|
ODD
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,353,715 | 1,376,781 | -1.7% | -$31.4M |
PAR
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,004,536 | 1,711,465 | -41.3% | -$31.3M |
|
KRMN
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 1,914,221 | 2,371,232 | -19.3% | -$31.1M |
|
FND
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,354,401 | 1,527,395 | -11.3% | -$30.1M |
|
DLR
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 138,178 | 292,623 | -52.8% | -$29.2M |
|
SHOP
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,288,270 | 2,285,499 | 0.1% | +$28.7M |
|
EQIX
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 145,429 | 178,348 | -18.5% | -$28.3M |
|
NU
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 3,335,290 | 1,738,774 | 91.8% | +$28.0M |
|
LLY
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 86,476 | 85,613 | 1.0% | +$27.6M |
BXP
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 202,984 | 543,461 | -62.6% | -$26.7M |
|
RRR
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 12,519,892 | 12,269,167 | 2.0% | +$26.5M |
|
WELL
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,277,492 | 1,186,934 | 7.6% | +$25.7M |
|
HTFL
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,303,877 | 1,237,506 | 86.2% | +$25.5M |
|
WYNN
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,219,590 | 1,337,858 | -8.8% | -$24.9M |
|
SCHW
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 7,060,309 | 7,131,959 | -1.0% | +$24.5M |
|
TSM
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 634,652 | 605,912 | 4.7% | +$23.6M |
|
ACGL
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 17,987,505 | 18,759,655 | -4.1% | +$23.3M |
|
ICLR
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 534,248 | 684,941 | -22.0% | -$22.5M |
|
BABA
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,071,647 | 1,003,699 | 6.8% | -$22.3M |
|
AVGO
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 537,840 | 497,399 | 8.1% | +$22.0M |
|
ESTA
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 961,226 | 1,181,824 | -18.7% | +$21.6M |
|
JLL
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 564,297 | 564,097 | 0.0% | +$21.6M |
|
MELI
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 61,964 | 62,634 | -1.1% | -$21.6M |
ZLAB
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,418,005 | 1,371,243 | 3.4% | -$21.5M |
|
ROP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 207,437 | 226,060 | -8.2% | -$20.4M |
|
IOT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 4,120,031 | 3,378,831 | 21.9% | +$20.2M |
|
EXK
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 954,547 | 2,139,050 | -55.4% | -$20.1M |
|
YMM
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 5,772,623 | 6,314,857 | -8.6% | -$20.0M |
|
TTAN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,096,931 | 962,618 | 14.0% | +$19.8M |
|
AXON
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 106,441 | 57,242 | 85.9% | +$19.4M |
|
IBKR
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 4,643,376 | 4,609,768 | 0.7% | -$18.6M |
|
GTLB
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,426,527 | 1,598,057 | -10.7% | -$18.5M |
|
LGN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,395,682 | 1,392,531 | 0.2% | +$17.2M |
|
NET
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 409,604 | 454,234 | -9.8% | -$16.7M |
|
META
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 270,126 | 265,135 | 1.9% | -$16.4M |
|
BX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 580,010 | 616,242 | -5.9% | -$15.9M |
|
VRSK
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,302,611 | 1,221,015 | 6.7% | -$15.7M |
|
NVMI
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 154,511 | 109,692 | 40.9% | +$15.7M |
|
PONY
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,586,581 | 2,335,346 | 10.8% | -$15.0M |
|
MPWR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 65,227 | 48,196 | 35.3% | +$14.7M |
|
SQM
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 562,105 | 600,938 | -6.5% | +$12.8M |
|
IDXX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,798,041 | 1,884,129 | -4.6% | +$12.7M |
|
BWIN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 3,010,428 | 3,010,203 | 0.0% | -$12.6M |
|
SITM
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 116,493 | 178,103 | -34.6% | -$12.5M |
|
S
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,536,596 | 2,869,125 | -11.6% | -$12.5M |
|
ZS
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 190,968 | 183,773 | 3.9% | -$12.1M |
NOW
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 224,966 | 50,250 | 347.7% | -$11.8M |
|
AAON
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 738,016 | 726,907 | 1.5% | -$11.6M |
|
WING
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 215,231 | 159,779 | 34.7% | +$11.1M |
|
INDI
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 21,705,742 | 21,557,287 | 0.7% | -$11.1M |
|
GOOGL
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 157,498 | 157,439 | 0.0% | +$11.0M |
|
ISRG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 97,334 | 99,633 | -2.3% | +$10.6M |
|
STVN
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,001,724 | 1,973,759 | 1.4% | -$10.5M |
|
STUB
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 2,953,213 | 2,994,330 | -1.4% | -$10.5M |
CDW
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 231,243 | 261,984 | -11.7% | -$10.2M |
|
DDOG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 490,582 | 539,443 | -9.1% | -$10.1M |
|
PWR
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 328,010 | 356,846 | -8.1% | -$9.4M |
|
ALKT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,983,065 | 2,395,032 | 24.6% | +$9.3M |
|
COO
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 664,491 | 663,738 | 0.1% | +$9.0M |
|
MASI
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 373,899 | 388,747 | -3.8% | -$8.7M |
|
MSFT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 341,758 | 335,547 | 1.9% | -$8.5M |
|
GOOG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 117,784 | 117,250 | 0.5% | +$8.4M |
|
HLT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 267,703 | 264,417 | 1.2% | +$8.3M |
|
VRNS
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 1,226,240 | 559,250 | 119.3% | +$8.1M |
|
RBC
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 303,110 | 327,649 | -7.5% | +$8.0M |
|
LPX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 674,577 | 703,627 | -4.1% | -$8.0M |
|
STEP
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 730,557 | 598,290 | 22.1% | +$7.8M |
|
MAC
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 3,286,261 | 2,909,869 | 12.9% | +$7.7M |
|
DKNG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 4,674,455 | 4,105,968 | 13.8% | +$7.5M |
|
LOW
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 221,833 | 242,466 | -8.5% | -$7.4M |
|
BXMT
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,000,621 | 1,696,314 | 17.9% | +$7.0M |
|
BMI
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 300,046 | 254,423 | 17.9% | +$6.9M |
|
EQR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 675,281 | 551,275 | 22.5% | +$6.9M |
TME
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,068,105 | 1,839,036 | 12.5% | -$6.7M |
|
BAH
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 469,264 | 329,787 | 42.3% | +$6.6M |
|
LPLA
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 175,245 | 207,897 | -15.7% | -$6.6M |
|
WST
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 263,189 | 300,931 | -12.5% | -$6.5M |
|
ONT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,160,599 | 2,160,463 | 0.0% | -$5.7M |
|
ARGX
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 153,719 | 167,694 | -8.3% | +$5.6M |
|
MA
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 79,958 | 89,466 | -10.6% | -$5.2M |
|
TDG
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 77,799 | 82,149 | -5.3% | -$4.8M |
|
VMC
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 225,132 | 223,166 | 0.9% | -$4.4M |
|
CRH
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 844,634 | 842,734 | 0.2% | +$4.4M |
|
TXRH
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 314,886 | 288,439 | 9.2% | +$4.3M |
|
AEIS
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 299,141 | 391,985 | -23.7% | -$4.1M |
|
CBRE
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,359,332 | 1,362,985 | -0.3% | +$3.8M |
|
LYV
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 277,801 | 265,000 | 4.8% | -$3.7M |
|
IBP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 423,182 | 458,182 | -7.6% | -$3.2M |
|
BAP
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 285,044 | 295,922 | -3.7% | +$3.0M |
|
JEF
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 596,528 | 519,528 | 14.8% | +$3.0M |
|
HQY
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 756,025 | 759,525 | -0.5% | -$2.7M |
|
ROL
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,208,539 | 1,279,912 | -5.6% | -$2.6M |
|
APH
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,710,742 | 1,889,530 | -9.5% | -$2.6M |
|
FICO
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 68,651 | 75,829 | -9.5% | +$2.6M |
|
TW
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 381,337 | 392,110 | -2.7% | -$2.5M |
|
PCOR
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,515,982 | 1,480,776 | 2.4% | +$2.3M |
|
TOL
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,166,270 | 1,156,885 | 0.8% | -$2.1M |
|
BN
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 3,635,917 | 2,402,280 | 51.4% | +$2.1M |
|
SPG
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 252,790 | 239,755 | 5.4% | +$1.8M |
|
DT
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,499,500 | 1,378,122 | 8.8% | -$1.8M |
|
NCNO
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,102,737 | 2,053,712 | 2.4% | -$1.8M |
|
HEI.A
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 434,342 | 424,729 | 2.3% | +$1.7M |
|
V
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 177,148 | 177,441 | -0.2% | +$1.6M |
|
NPO
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 298,850 | 289,391 | 3.3% | -$1.4M |
|
SSNC
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 578,673 | 582,489 | -0.7% | -$1.1M |
|
TRU
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 813,353 | 822,483 | -1.1% | +$837,394 |
|
BFAM
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 1,013,488 | 938,962 | 7.9% | +$824,579 |
|
SITE
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,028,366 | 1,966,876 | 3.1% | -$680,360 |
|
MSGS
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 200,015 | 225,015 | -11.1% | +$655,475 |
|
NEOG
|
大幅减持 | 2025-12-31 披露 2026-02-17 | 5,509,659 | 6,852,218 | -19.6% | -$613,649 |
|
LOAR
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,119,505 | 1,809,099 | 17.2% | -$601,580 |
|
NTSK
|
大幅增持 | 2025-12-31 披露 2026-02-17 | 2,981,743 | 2,326,779 | 28.1% | -$587,915 |
|
EFOR
|
小幅减持 | 2025-12-31 披露 2026-02-17 | 1,310,800 | 1,321,680 | -0.8% | +$559,688 |
|
SNOW
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 381,878 | 373,422 | 2.3% | -$456,574 |
|
NVDA
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 2,988,943 | 2,985,302 | 0.1% | +$440,222 |
|
HNGE
|
小幅增持 | 2025-12-31 披露 2026-02-17 | 999,570 | 944,975 | 5.8% | +$50,653 |
Baron Funds 官方季度报告资料提供 Ron Baron 团队的股东信、组合观点和长期成长公司案例，是追踪 Baron 公开材料的核心入口。
Baron 投资会议公开材料和视频入口展示 Ron Baron 与公司管理层、创始人和长期成长案例的交流。