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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 74,634,716 | $1.45B | +7,504,983 | ↑ INC |
Orbis Allan Gray LtdCIK 0001663865 | 73,951,325 | $1.44B | -11,533,149 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 38,132,654 | $740.54M | +3,910,464 | ↑ INC |
Affinity Partners GP LPCIK 0002059583 | 32,686,065 | $634.76M | – | no_change |
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119 | 28,240,850 | $548.44M | +28,240,850 | NEW |
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121 | 25,659,978 | $498.32M | +25,659,978 | NEW |
BlackRock, Inc.CIK 0002012383 | 25,284,369 | $491.02M | +2,176,381 | ↑ INC |
Alpha Wave Global, LPCIK 0001558858 | 24,390,244 | $473.66M | – | no_change |
MFN Partners Management, LPCIK 0001732811 | 23,454,350 | $455.48M | -6,822,976 | ↓ DEC |
FRED ALGER MANAGEMENT, LLCCIK 0000003520 | 22,404,712 | $435.10M | +6,480,775 | ↑ INC |
UBS Group AGCIK 0001610520 | 15,223,507 | $295.64M | +10,245,335 | ↑ INC |
Finepoint Capital LPCIK 0001608126 | 13,858,415 | $269.13M | -7,319,000 | ↓ DEC |
BAILLIE GIFFORD & COCIK 0001088875 | 13,624,239 | $264.58M | -1,110,925 | ↓ DEC |
HRTG GPE, LLCCIK 0001537455 | 13,319,457 | $258.66M | – | no_change |
Consulta LtdCIK 0001510677 | 11,000,000 | $213.62M | +1,000,000 | ↑ INC |
MTCO Ltd.CIK 0002095669 | 10,940,919 | $212.47M | – | no_change |
Maniro LtdCIK 0002102426 | 10,940,919 | $212.47M | – | no_change |
STATE STREET CORPCIK 0000093751 | 10,198,501 | $198.05M | +571,180 | ↑ INC |
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717 | 9,404,015 | $182.67M | +626,055 | ↑ INC |
Hood River Capital Management LLCCIK 0001578177 | 8,136,061 | $158.00M | +83,161 | ↑ INC |
Patient Capital Management, LLCCIK 0001854794 | 6,778,389 | $131.64M | +309,535 | ↑ INC |
GILDER GAGNON HOWE & CO LLCCIK 0000902464 | 5,988,681 | $116.30M | -237,374 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 5,564,570 | $108.06M | +865,227 | ↑ INC |
SOFTBANK GROUP CORP.CIK 0001065521 | 5,470,459 | $106.24M | – | no_change |
Cercano Management LLCCIK 0001936416 | 4,813,158 | $93.47M | -6,002,674 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
VANGUARD CAPITAL MANAGEMENT LLCNEW | +28,240,850 | $548.44M |
VANGUARD PORTFOLIO MANAGEMENT LLCNEW | +25,659,978 | $498.32M |
UBS Group AG↑ INC | +10,245,335 | $295.64M |
MORGAN STANLEY↑ INC | +7,504,983 | $1.45B |
FRED ALGER MANAGEMENT, LLC↑ INC | +6,480,775 | $435.10M |
T. Rowe Price Investment Management, Inc.↑ INC | +6,319,915 | $126.91K |
PRICE T ROWE ASSOCIATES INC /MD/↑ INC | +3,970,861 | $100.02K |
Invesco Ltd.↑ INC | +3,910,464 | $740.54M |
Impax Asset Management Group plc↑ INC | +3,456,283 | $91.53M |
VANGUARD FIDUCIARY TRUST CONEW | +3,304,557 | $64.17M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Orbis Allan Gray Ltd↓ DEC | -11,533,149 | $1.44B |
Finepoint Capital LP↓ DEC | -7,319,000 | $269.13M |
MFN Partners Management, LP↓ DEC | -6,822,976 | $455.48M |
Cercano Management LLC↓ DEC | -6,002,674 | $93.47M |
RENAISSANCE TECHNOLOGIES LLC↓ DEC | -1,379,400 | $1.92M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,260,525 | $2.21K |
GOLDMAN SACHS GROUP INC↓ DEC | -1,214,762 | $41.41M |
BAILLIE GIFFORD & CO↓ DEC | -1,110,925 | $264.58M |
Madrone Advisors, LLC↓ DEC | -900,000 | $81.86M |
Select Equity Group, L.P.↓ DEC | -865,722 | $50.43M |