第一手 SEC EDGAR 13F-HR 機構持倉:依市值排序的前 25 大持有人，以及本季增持 / 減持最多的機構。季度 2026-03-31。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Galileo (PTC) LtdCIK 0001740858 | 52,268,715 | $978.99M | – | no_change |
CROSSLINK CAPITAL INCCIK 0001104329 | 26,185,368 | $490.45M | -1,029,973 | ↓ DEC |
GENERAL ATLANTIC, L.P.CIK 0001017645 | 21,259,683 | $398.19M | – | no_change |
Menlo Ventures Management, L.P.CIK 0001911541 | 17,442,713 | $326.70M | +17,442,713 | NEW |
Aspect Management, LLCCIK 0002111529 | 11,933,275 | $223.51M | – | no_change |
TIGER GLOBAL MANAGEMENT LLCCIK 0001167483 | 11,081,780 | $207.56M | -3,110,719 | ↓ DEC |
ICONIQ Capital, LLCCIK 0001569709 | 11,064,137 | $207.23M | -978,143 | ↓ DEC |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 10,029,260 | $187.85M | +10,029,260 | NEW |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 9,560,109 | $179.06M | +9,560,109 | NEW |
Forerunner Ventures Management, LLCCIK 0001909850 | 9,031,107 | $169.15M | – | no_change |
Capital Research Global InvestorsCIK 0001422848 | 6,113,885 | $114.51M | +10,902 | ↑ INC |
SOFTBANK GROUP CORP.CIK 0001065521 | 5,067,336 | $94.91M | – | no_change |
Orland Properties LtdCIK 0001550093 | 4,610,050 | $86.35M | – | no_change |
Dragoneer Investment Group, LLCCIK 0001602189 | 4,308,999 | $80.71M | -4,239,885 | ↓ DEC |
SCGE MANAGEMENT, L.P.CIK 0001537530 | 4,181,827 | $78.33M | -239,014 | ↓ DEC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 3,583,761 | $67.12M | +1,481,597 | ↑ INC |
CITADEL ADVISORS LLCCIK 0001423053 | 3,540,634 | $66.32M | -3,703,669 | ↓ DEC |
UBS Group AGCIK 0001610520 | 3,524,389 | $66.01M | +1,197,783 | ↑ INC |
Nuveen, LLCCIK 0001871926 | 3,475,351 | $65.09M | +745,586 | ↑ INC |
Greenhouse Funds LLLPCIK 0001626220 | 3,421,755 | $64.09M | +129,804 | ↑ INC |
MARSHALL WACE, LLPCIK 0001318757 | 3,392,050 | $63.53M | +1,465,392 | ↑ INC |
Patient Capital Management, LLCCIK 0001854794 | 2,882,016 | $53.98M | +846,904 | ↑ INC |
Ashton Thomas Private Wealth, LLCCIK 0002019663 | 2,852,920 | $53.44M | -2,275,850 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 2,779,052 | $52.05M | +1,102,500 | ↑ INC |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPCIK 0001164508 | 2,756,555 | $51.63M | +2,658,816 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Menlo Ventures Management, L.P.NEW | +17,442,713 | $326.70M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +10,029,260 | $187.85M |
VANGUARD CAPITAL MANAGEMENT LLCNEW | +9,560,109 | $179.06M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP↑ INC | +2,658,816 | $51.63M |
MILLENNIUM MANAGEMENT LLC↑ INC | +1,481,597 | $67.12M |
MARSHALL WACE, LLP↑ INC | +1,465,392 | $63.53M |
Spyglass Capital Management LLCNEW | +1,297,192 | $24.30M |
UBS Group AG↑ INC | +1,197,783 | $66.01M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +1,102,500 | $52.05M |
Holocene Advisors, LPNEW | +1,045,060 | $19.57M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Dragoneer Investment Group, LLC↓ DEC | -4,239,885 | $80.71M |
CITADEL ADVISORS LLC↓ DEC | -3,703,669 | $66.32M |
TIGER GLOBAL MANAGEMENT LLC↓ DEC | -3,110,719 | $207.56M |
Ashton Thomas Private Wealth, LLC↓ DEC | -2,275,850 | $53.44M |
CROSSLINK CAPITAL INC↓ DEC | -1,029,973 | $490.45M |
ICONIQ Capital, LLC↓ DEC | -978,143 | $207.23M |
LIGHT STREET CAPITAL MANAGEMENT, LLC↓ DEC | -632,674 | $38.91M |
Squarepoint Ops LLC↓ DEC | -477,395 | $1.72M |
ANTIPODES PARTNERS Ltd↓ DEC | -466,347 | $2.92M |
Tenzing Global Management, LLC↓ DEC | -300,000 | $2.81M |