2026年5月14日市场动作

Trim transactions in Mastercard Incorporated Common Stock $MAMAMastercard Incorporated Common Stock3,252 FollowersFollow, Brookfield Corporation $BNBNBrookfield Corporation2,924 FollowersFollow, Visa Inc. $VVVisa Inc.886 FollowersFollow, KKR & Co Inc $KKRKKRKKR & Co Inc3,282 FollowersFollow, Moody's Corporation Common Stock $MCOMCOMoody's Corporation Common Stock4,953 FollowersFollow, and 9 more.

14顶级投资人Financial ServicesInsurance - Diversified

Trim $-214.5M of disclosed value in Unmapped 13F security.

Add transactions in OneSpaWorld Holdings Limited $OSWOSWOneSpaWorld Holdings Limited7,379 FollowersFollow, Generac Holdings Inc $GNRCGNRCGenerac Holdings Inc1,528 FollowersFollow, Zebra Technologies Corp $ZBRAZBRAZebra Technologies Corp4,023 FollowersFollow, Madison Square Garden Sports Corp. $MSGSMSGSMadison Square Garden Sports Corp.16,754 FollowersFollow, Covista Inc. $CVSACVSACovista Inc.10,081 FollowersFollow, and 46 more.

51顶级投资人TechnologyCommunication Equipment

Exit $-100.8M of disclosed value in Energy Transfer LP $ETETEnergy Transfer LP3,023 FollowersFollow.

ET顶级投资人EnergyOil & Gas Midstream

Trim transactions in Axalta Coating Systems Ltd $AXTAAXTAAxalta Coating Systems Ltd24,452 FollowersFollow, Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow, Mattel, Inc. $MATMATInc.4,896 FollowersFollow $MATMATInc. (MAT)4,896 FollowersFollow, Norwegian Cruise Line Holdings Ltd (2) $NCLHNCLHNorwegian Cruise Line Holdings Ltd (2)7,313 FollowersFollow, ADT Inc. $ADTADTADT Inc.17,457 FollowersFollow, and 36 more.

41顶级投资人IndustrialsSecurity & Protection Services

Trim $43.1M of disclosed value in Unmapped 13F security.

Trim transactions in Netflix Inc $NFLXNFLXNetflix Inc10,212 FollowersFollow, Costco Wholesale Corporation - Common Stock $COSTCOSTCostco Wholesale Corporation - Common Stock3,373 FollowersFollow, Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow, Tesla Inc $TSLATSLATesla Inc9,428 FollowersFollow, Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow, and 28 more.

33顶级投资人TechnologySemiconductors

Add $2.3M of disclosed value in Unmapped 13F security.

Exit transactions in The Procter & Gamble Co $PGPGThe Procter & Gamble Co3,351 FollowersFollow, Ford Motor Co $FFFord Motor Co870 FollowersFollow, GE VERNOVA INC $GEVGEVGE VERNOVA INC23,256 FollowersFollow, Amazon.com, Inc. - Common Stock $AMZNAMZNInc. - Common Stock14,080 FollowersFollow, Schwab (Charles) Corp $SCHWSCHWSchwab (Charles) Corp12,159 FollowersFollow, and 13 more.

18顶级投资人HealthcareMedical - Devices

Add $18.4M of disclosed value in SOPHiA GENETICS S.A. $SOPHSOPHSOPHiA GENETICS S.A.23,924 FollowersFollow.

SOPH顶级投资人HealthcareMedical - Healthcare Information Services

Add transactions in NVIDIA Corporation $NVDANVDANVIDIA Corporation1,317 FollowersFollow, Linde PLC $LINLINLinde PLC4,177 FollowersFollow, Broadcom Inc $AVGOAVGOBroadcom Inc22,141 FollowersFollow, SANDISK CORP $SNDKSNDKSANDISK CORP22,594 FollowersFollow, JP Morgan Chase & Co. Common Stock $JPMJPMJP Morgan Chase & Co. Common Stock2,471 FollowersFollow, and 21 more.

26顶级投资人MiningGold and Silver Ores

Trim $5.5M of disclosed value in Unmapped 13F security.

Trim transactions in Loar Holdings Inc. $LOARLOARLoar Holdings Inc.6,932 FollowersFollow, Lithia Motors $LADLADLithia Motors3,919 FollowersFollow, Tempur Sealy International Inc $TPXTPXTempur Sealy International Inc12,092 FollowersFollow, Asbury Automotive Group Inc Common Stock $ABGABGAsbury Automotive Group Inc Common Stock17,382 FollowersFollow $ABGABGAsbury Automotive Group Inc Common Stock (ABG)17,382 FollowersFollow, Alphabet Inc $GOOGLGOOGLAlphabet Inc2,476 FollowersFollow, and 5 more.

顶级投资人IndustrialsRental & Leasing Services

Trim $49.8M of disclosed value in Unmapped 13F security.

Exit transactions in Check Point Software Technologies Ltd $CHKPCHKPCheck Point Software Technologies Ltd20,394 FollowersFollow, Janus Henderson Group plc $JHGJHGJanus Henderson Group plc2,217 FollowersFollow, Capital One Financial Corporation Common Stock $COFCOFCapital One Financial Corporation Common Stock19,706 FollowersFollow, Webster Financial Corp $WBSWBSWebster Financial Corp14,536 FollowersFollow, NetApp Inc $NTAPNTAPNetApp Inc23,317 FollowersFollow, and 5 more.

顶级投资人Financial ServicesAsset Management - Global

Add $90.1M of disclosed value in Unmapped 13F security.

Exit transactions in Danaher Corp $DHRDHRDanaher Corp20,462 FollowersFollow and CarMax Inc $KMXKMXCarMax Inc3,350 FollowersFollow.

顶级投资人Consumer CyclicalAuto - Dealerships