2026年5月15日市场动作

Trim transactions in Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow, APPLOVIN CORP $APPAPPAPPLOVIN CORP17,825 FollowersFollow, DoorDash, Inc. $DASHDASHInc.19,698 FollowersFollow, Alphabet Inc $GOOGLGOOGLAlphabet Inc2,476 FollowersFollow, REDDIT INC $RDDTRDDTREDDIT INC7,202 FollowersFollow, and 21 more.

26顶级投资人Financial ServicesAsset Management - Cryptocurrency

Exit $-67.8M of disclosed value in Solstice Advanced Materials Inc. - Common Stock $SOLSSOLSSolstice Advanced Materials Inc. - Common Stock23,811 FollowersFollow.

SOLS顶级投资人Basic MaterialsChemicals - Specialty

Trim transactions in The PNC Financial Services Group Inc $PNCPNCThe PNC Financial Services Group Inc8,165 FollowersFollow, Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow, Amazon.com, Inc. - Common Stock $AMZNAMZNInc. - Common Stock14,080 FollowersFollow, Capital One Financial Corporation Common Stock $COFCOFCapital One Financial Corporation Common Stock19,706 FollowersFollow, Stellantis NV $STLASTLAStellantis NV4,598 FollowersFollow, and 22 more.

27顶级投资人HealthcareBiotechnology

Exit $-99.1M of disclosed value in Insight Enterprises Inc $NSITNSITInsight Enterprises Inc22,608 FollowersFollow.

NSIT顶级投资人TechnologyTechnology Distributors

Exit transactions in DraftKings Inc. $DKNGDKNGDraftKings Inc.5,152 FollowersFollow, Ross Stores Inc $ROSTROSTRoss Stores Inc18,238 FollowersFollow, Chewy, Inc. Class A $CHWYCHWYInc. Class A20,775 FollowersFollow, UBS Group AG $UBSUBSUBS Group AG12,614 FollowersFollow, Unitedhealth Group Inc $UNHUNHUnitedhealth Group Inc12,975 FollowersFollow, and 10 more.

15顶级投资人HealthcareMedical - Devices

Exit $-2.9M of disclosed value in Unmapped 13F security.

Add transactions in Visa Inc. $VVVisa Inc.886 FollowersFollow, Lennox International Inc $LIILIILennox International Inc4,172 FollowersFollow, Carvana Co $CVNACVNACarvana Co9,926 FollowersFollow, Thermo Fisher Scientific Inc. $TMOTMOThermo Fisher Scientific Inc.11,990 FollowersFollow, CSX Corp $CSXCSXCSX Corp19,848 FollowersFollow, and 19 more.

24顶级投资人HealthcareBiotechnology

Exit $-137.6M of disclosed value in Unmapped 13F security.

Exit transactions in Oracle Corporation $ORCLORCLOracle Corporation3,244 FollowersFollow, Snowflake Inc. $SNOWSNOWSnowflake Inc.22,947 FollowersFollow, Adobe Inc $ADBEADBEAdobe Inc4,678 FollowersFollow, ARM HOLDINGS PLC $ARMARMARM HOLDINGS PLC17,884 FollowersFollow, Marvell Technology, Inc. $MRVLMRVLInc.16,251 FollowersFollow, and 8 more.

13顶级投资人HealthcareBiotechnology

Add $159.0M of disclosed value in Unmapped 13F security.

Trim transactions in Bank of America Corp $BACBACBank of America Corp18,308 FollowersFollow, Alphabet Cl C $GOOGGOOGAlphabet Cl C2,400 FollowersFollow, Alphabet Inc $GOOGLGOOGLAlphabet Inc2,476 FollowersFollow, PDD Holdings Inc. - American Depositary Shares $PDDPDDPDD Holdings Inc. - American Depositary Shares7,856 FollowersFollow, Berkshire Hathaway Inc. $BRK-BBRK-BBerkshire Hathaway Inc.13,584 FollowersFollow, and 2 more.

顶级投资人TechnologyConsumer Electronics

Trim $244.6M of disclosed value in Unmapped 13F security.

Trim transactions in Rocket Cos Inc $RKTRKTRocket Cos Inc10,011 FollowersFollow, MongoDB Inc $MDBMDBMongoDB Inc4,971 FollowersFollow, The Walt Disney Co $DISDISThe Walt Disney Co20,494 FollowersFollow, Salesforce, Inc. Common Stock $CRMCRMInc. Common Stock19,806 FollowersFollow, Blackrock Inc $BLKBLKBlackrock Inc18,657 FollowersFollow, and 5 more.

顶级投资人Real EstateReal Estate - Services

Exit $-577.6K of disclosed value in Unmapped 13F security.

Add transactions in Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow, Lam Research Corporation - Common Stock $LRCXLRCXLam Research Corporation - Common Stock9,883 FollowersFollow, Applied Materials, Inc. - Common Stock $AMATAMATInc. - Common Stock13,311 FollowersFollow, Eaton Corporation, PLC Ordinary Shares $ETNETNPLC Ordinary Shares21,791 FollowersFollow, Vertiv Holdings Co $VRTVRTVertiv Holdings Co14,072 FollowersFollow, and 5 more.

顶级投资人IndustrialsIndustrial - Machinery

Add $335.1M of disclosed value in Unmapped 13F security.

Add transactions in St. Joe Company $JOEJOESt. Joe Company2,432 FollowersFollow, Enterprise Products Partners LP $EPDEPDEnterprise Products Partners LP21,657 FollowersFollow, The Progressive Corp $PGRPGRThe Progressive Corp7,963 FollowersFollow, Berkshire Hathaway Inc. $BRK-ABRK-ABerkshire Hathaway Inc.13,583 FollowersFollow, Bank OZK $OZKOZKBank OZK7,584 FollowersFollow, and 1 more.

6顶级投资人Financial ServicesInsurance - Diversified

Add $10.8M of disclosed value in Unmapped 13F security.

Add transactions in SPDR S&P 500 ETF Trust $SPYSPYSPDR S&P 500 ETF Trust11,132 FollowersFollow, Taiwan Semiconductor Manufacturing Company Limited $TSMTSMTaiwan Semiconductor Manufacturing Company Limited12,174 FollowersFollow, The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund $XLEXLEThe Select Sector SPDR Trust - The Energy Select Sector SPDR Fund15,793 FollowersFollow, CoreWeave, Inc. Class A Common Stock $CRWVCRWVInc. Class A Common Stock6,382 FollowersFollow, and Electronic Arts Inc $EAEAand Electronic Arts Inc3,004 FollowersFollow.

5顶级投资人Communication ServicesElectronic Gaming & Multimedia

Trim $134.6M of disclosed value in Unmapped 13F security.