2026年2月4日市场动作

Trim $-870.1M of disclosed value in Oracle Corporation $ORCLORCLOracle Corporation3,244 FollowersFollow.

ORCL顶级投资人TechnologySoftware - Infrastructure

Add $540.8M of disclosed value in Weyerhaeuser Company $WYWYWeyerhaeuser Company3,586 FollowersFollow.

WY顶级投资人Basic MaterialsPaper, Lumber & Forest Products

Add $2.3B of disclosed value in Alphabet Cl C $GOOGGOOGAlphabet Cl C2,400 FollowersFollow.

GOOG顶级投资人Communication ServicesInternet Content & Information

Add $389.5M of disclosed value in Becton Dickinson and Co $BDXBDXBecton Dickinson and Co18,422 FollowersFollow.

BDX顶级投资人HealthcareMedical - Instruments & Supplies

Add $375.6M of disclosed value in Workday Inc $WDAYWDAYWorkday Inc12,069 FollowersFollow.

WDAY顶级投资人TechnologySoftware - Application

Trim $-367.7M of disclosed value in Meta Platforms, Inc. - Class A Common Stock $METAMETAMeta Platforms, Inc. - Class A Common Stock3,685 FollowersFollow.

META顶级投资人Communication ServicesInternet Content & Information

Add $269.5M of disclosed value in Salesforce, Inc. Common Stock $CRMCRMSalesforce, Inc. Common Stock19,806 FollowersFollow.

CRM顶级投资人TechnologySoftware - Application

Add $268.4M of disclosed value in ONEOK Inc $OKEOKEONEOK Inc7,113 FollowersFollow.

OKE顶级投资人EnergyOil & Gas Midstream

Trim $-253.8M of disclosed value in Alphabet Cl A $GOOGLGOOGLAlphabet Cl A2,476 FollowersFollow.

GOOGL顶级投资人Communication ServicesInternet Content & Information

Add $247.8M of disclosed value in Charter Communications Inc $CHTRCHTRCharter Communications Inc20,675 FollowersFollow.

CHTR顶级投资人Communication ServicesTelecommunications Services

Trim $-245.0M of disclosed value in Royal Gold, Inc. - Common Stock $RGLDRGLDRoyal Gold, Inc. - Common Stock10,317 FollowersFollow.

RGLD顶级投资人Basic MaterialsGold

Trim $-218.9M of disclosed value in Imperial Oil Limited Common Stock $IMOIMOImperial Oil Limited Common Stock1,419 FollowersFollow.

IMO顶级投资人EnergyOil & Gas Integrated

Trim $-215.9M of disclosed value in Cummins Inc $CMICMICummins Inc19,647 FollowersFollow.

CMI顶级投资人IndustrialsIndustrial - Machinery

Add $170.7M of disclosed value in Expeditors International of Washington Inc $EXPDEXPDExpeditors International of Washington Inc23,495 FollowersFollow.

EXPD顶级投资人IndustrialsIntegrated Freight & Logistics

Add $168.9M of disclosed value in International Flavors & Fragrances, Inc. $IFFIFFInternational Flavors & Fragrances, Inc.1,193 FollowersFollow.

IFF顶级投资人Basic MaterialsChemicals - Specialty

Add $160.9M of disclosed value in Franco-Nevada Corporation $FNVFNVFranco-Nevada Corporation22,574 FollowersFollow.

FNV顶级投资人Basic MaterialsGold

Add $131.7M of disclosed value in Barrick Mining Corporation $BBBarrick Mining Corporation866 FollowersFollow.

B顶级投资人Basic MaterialsGold

Add $118.2M of disclosed value in Elevance Health, Inc. Common Stock $ELVELVElevance Health, Inc. Common Stock21,551 FollowersFollow.

ELV顶级投资人HealthcareMedical - Healthcare Plans

Add $117.2M of disclosed value in Schlumberger N.V. Common Stock $SLBSLBSchlumberger N.V. Common Stock10,985 FollowersFollow.

SLB顶级投资人EnergyOil & Gas Equipment & Services

Trim $-110.4M of disclosed value in Wheaton Precious Metals Corp $WPMWPMWheaton Precious Metals Corp14,964 FollowersFollow.

WPM顶级投资人Basic MaterialsGold