加载中…
| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
Masayoshi Son / SoftBank Group SoftBank Group Corp. | $1.79B | 12.3% | HOLD2026-Q2 | 早于 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $551M | 1.2% | HOLD2026-Q2 | 早于 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $63M | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
Peter Brown / Renaissance Technologies Renaissance Technologies LLC | $43M | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $39M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $35M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Cathie Wood / ARK Invest ARK Investment Management LLC | $25M | 0.4% | TRIM90 天窗口 | 早于 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $18M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $11M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $11M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $8M | 0.1% | HOLD2026-Q2 | 早于 2020-Q1 |
Adage Capital Partners Adage Capital Partners GP, L.L.C. | $8M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Mubadala Investment Company Mubadala Investment Company PJSC | $8M | 0.0% | NEW2026-Q2 | 2026-Q2 |
Man Group plc Man Group plc | $7M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $4M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $3M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $3M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $3M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $998250 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $644448 | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
Norges Bank Investment Management Norges Bank | $554683 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $246236 | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
* Cathie 走 90 天日度窗口对比,动作口径与季度 13F 略有差异
| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-10-12 | 加仓 | — | +22.8K | |
| 2026-10-09 | 加仓 | — | +12.6K | |
| 2026-10-08 | 加仓 | — | +64.9K | |
| 2026-10-07 | 加仓 | — | +34.8K | |
| 2026-10-06 | 加仓 | — | +94.3K | |
| 2026-Q2 | 加仓 | +$268K | +21.6K | |
| 2026-Q2 | 加仓 | +$85K | +10.8K | |
| 2026-Q2 | 减仓 | −$113M | −216.1K | |
| 2026-Q2 | 减仓 | −$3M | −62.3K | |
| 2026-Q2 | 加仓 | +$1M | +7.0K | |
| 2026-Q2 | 减仓 | −$22M | −370.8K | |
| 2026-Q2 | 加仓 | +$18M | +468.4K | |
| 2026-Q2 | 减仓 | −$13M | −243.0K | |
| 2026-Q2 | 建仓 | +$3M | +57.9K | |
| 2026-Q2 | 加仓 | +$5M | +123.4K | |
| 2026-Q2 | 减仓 | −$9M | −152.6K | |
| 2026-Q2 | 清仓 | −$0 | +0 | |
| 2026-Q2 | 加仓 | +$16M | +413.6K | |
| 2026-Q2 | 建仓 | +$8M | +171.9K | |
| 2026-Q2 | 建仓 | +$555K | +12.3K | |
| 2026-Q2 | 加仓 | +$7M | +194.0K | |
| 2026-Q2 | 清仓 | −$0 | +0 | |
| 2026-Q2 | 加仓 | +$5M | +245.3K | |
| 2026-Q2 | 加仓 | +$3M | +71.3K | |
| 2026-Q2 | 加仓 | +$2M | +76.9K | |
| 2026-Q2 | 加仓 | +$13M | +470.1K | |
| 2026-Q2 | 减仓 | −$137K | −352 | |
| 2026-Q1 | 建仓 | +$8M | +150.4K | |
| 2026-Q1 | 加仓 | +$110K | +7.0K | |
| 2026-Q1 | 建仓 | +$664M | +12.48M | |
| 2026-Q1 | 加仓 | +$4M | +78.9K | |
| 2026-Q1 | 加仓 | +$5M | +94.4K | |
| 2026-Q1 | 加仓 | +$10M | +193.5K | |
| 2026-Q1 | 减仓 | −$3M | −46.0K | |
| 2026-Q1 | 减仓 | −$23M | −358.5K | |
| 2026-Q1 | 减仓 | −$18M | −360.1K | |
| 2026-Q1 | 建仓 | +$11M | +206.5K | |
| 2026-Q1 | 清仓 | −$256K | −4.3K | |
| 2026-Q1 | 加仓 | +$962K | +2.2K | |
| 2026-02-25 | 加仓 | — | +58.3K | |
| 2026-02-24 | 加仓 | — | +15.5K | |
| 2026-02-23 | 加仓 | — | +37.1K | |
| 2025-Q4 | 加仓 | +$537K | +5.6K | |
| 2025-Q4 | 清仓 | −$684M | −12.68M | |
| 2025-Q4 | 减仓 | −$2M | −30.0K | |
| 2025-Q4 | 加仓 | +$728K | +4.9K | |
| 2025-Q4 | 加仓 | +$3M | +45.1K | |
| 2025-Q4 | 建仓 | +$5M | +87.9K | |
| 2025-Q4 | 建仓 | +$34M | +571.4K | |
| 2025-Q4 | 减仓 | −$196K | −4.1K | |
| 2025-Q4 | 减仓 | −$2M | −46.1K | |
| 2025-12-05 | 加仓 | — | +57.6K | |
| 2025-12-02 | 减仓 | — | −6.4K | |
| 2025-12-01 | 减仓 | — | −73.2K | |
| 2025-Q3 | 加仓 | +$673K | +3.3K | |
| 2025-Q3 | 减仓 | −$162M | −756.4K | |
| 2025-Q3 | 减仓 | −$2M | −58.6K | |
| 2025-Q3 | 建仓 | +$4M | +77.6K | |
| 2025-Q3 | 减仓 | −$16M | −408.4K | |
| 2025-Q3 | 减仓 | −$325K | −11.6K | |
| 2025-Q3 | 加仓 | +$4M | +24.2K | |
| 2025-08-07 | 加仓 | — | +36.9K | |
| 2025-Q2 | 建仓 | +$1M | +32.8K | |
| 2025-Q2 | 减仓 | −$245M | −266.4K | |
| 2025-Q2 | 加仓 | +$2M | +24.8K | |
| 2025-Q2 | 建仓 | +$16M | +418.3K | |
| 2025-Q2 | 清仓 | −$205K | −10.1K | |
| 2025-Q2 | 建仓 | +$777K | +20.0K | |
| 2025-Q2 | 减仓 | −$3M | −16.5K | |
| 2025-04-30 | 加仓 | — | +2.0K | |
| 2025-04-29 | 加仓 | — | +100 | |
| 2025-04-28 | 加仓 | — | +24.3K | |
| 2025-04-25 | 加仓 | — | +8.1K | |
| 2025-04-22 | 加仓 | — | +3.9K | |
| 2025-Q1 | 减仓 | −$53M | −198.3K | |
| 2025-Q1 | 加仓 | +$548K | +33.4K | |
| 2025-Q1 | 建仓 | +$205K | +10.1K | |
| 2025-Q1 | 建仓 | +$349K | +17.3K | |
| 2025-Q1 | 建仓 | +$4M | +210.0K | |
| 2025-02-20 | 加仓 | — | +7.6K | |
| 2025-02-19 | 加仓 | — | +86.1K | |
| 2025-02-06 | 加仓 | — | +95.8K | |
| 2024-Q4 | 清仓 | −$10M | −415.0K | |
| 2024-Q4 | 减仓 | −$14M | −166.2K | |
| 2024-Q4 | 减仓 | −$8M | −332.1K | |
| 2024-Q4 | 清仓 | −$1M | −49.2K | |
| 2024-Q4 | 建仓 | +$2M | +95.0K | |
| 2024-12-12 | 加仓 | — | +28.8K | |
| 2024-12-11 | 加仓 | — | +154.9K | |
| 2024-Q3 | 减仓 | −$11M | −183.0K | |
| 2024-Q3 | 加仓 | +$32M | +3.41M | |
| 2024-Q3 | 建仓 | +$9M | +368.2K | |
| 2024-Q3 | 建仓 | +$1M | +49.2K | |
| 2024-Q3 | 清仓 | −$353K | −10.0K | |
| 2024-Q3 | 建仓 | +$18M | +750.0K | |
| 2024-Q2 | 加仓 | +$18M | +528.6K | |
| 2024-Q2 | 建仓 | +$514K | +14.6K | |
| 2024-Q2 | 加仓 | +$52M | +1.18M | |
| 2024-Q2 | 建仓 | +$2M | +63.0K | |
| 2024-Q2 | 减仓 | −$5M | −101.0K | |
| 2024-Q2 | 建仓 | +$4M | +119.7K | |
| 2024-Q2 | 加仓 | +$3K | +2.3K | |
| 2024-Q2 | 加仓 | +$146K | +6.2K | |
| 2024-Q2 | 减仓 | −$6M | −78.3K | |
| 2024-Q1 | 加仓 | +$1M | +29.4K | |
| 2024-Q1 | 建仓 | +$427M | +9.48M | |
| 2024-Q1 | 清仓 | −$11M | −216.0K | |
| 2024-Q1 | 建仓 | +$5M | +121.9K | |
| 2024-Q1 | 建仓 | +$350K | +7.8K | |
| 2024-Q1 | 减仓 | −$6M | −108.0K | |
| 2024-Q1 | 加仓 | +$2M | +620 | |
| 2023-Q4 | 减仓 | −$1M | −54.1K | |
| 2023-Q4 | 减仓 | −$93K | −5.2K | |
| 2023-Q4 | 减仓 | −$644K | −1.8K | |
| 2023-Q4 | 建仓 | +$11M | +216.0K | |
| 2023-Q4 | 加仓 | +$5M | +89.2K | |
| 2023-Q4 | 加仓 | +$30M | +527.7K | |
| 2023-Q4 | 加仓 | +$6M | +113.8K | |
| 2023-Q4 | 加仓 | +$1.31B | +17.83M | |
| 2023-Q4 | 加仓 | +$7M | +8.1K | |
| 2023-Q3 | 建仓 | +$3M | +94.2K | |
| 2023-Q3 | 建仓 | +$322K | +9.6K | |
| 2023-Q3 | 建仓 | +$1M | +41.3K | |
| 2023-Q3 | 加仓 | +$332K | +14.6K | |
| 2023-Q3 | 减仓 | −$5M | −71.8K | |
| 2023-Q3 | 建仓 | +$48K | +1.4K | |
| 2023-Q3 | 加仓 | +$3M | +2.3K | |
| 2023-Q2 | 建仓 | +$710K | +16.6K | |
| 2023-Q1 | 加仓 | +$479M | +20.00M | |
| 2022-Q2 | 建仓 | +$22M | +2.00M |