13F 机构持仓

FRED ALGER MANAGEMENT, LLC

NEW YORK NY · SEC CIK 0000003520

2026Q22026Q1 更早 9 个季度 🔒
$227.67亿2026Q1 申报市值
444持仓数
56.2%前十大占比 · 第一大 12.5%
55 / 70新建仓 / 清仓
申报市值走势$300.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 12.5%
MSFT 8.1%
AMZN 6.5%
AAPL 5.2%
GOOG 4.8%
META 4.5%
NBIS 4.4%
AVGO 4.0%
WDC 3.2%
TSLA 3.0%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$1.89亿
NBIS 加仓+$1.72亿
AZN 新建仓+$1.51亿
QXO 加仓+$1.26亿
DNTH 加仓+$9,470.06万

2026Q1 卖出最多 按季末市值估算

APP 减仓-$1.99亿
TLN 减仓-$1.97亿
SPOT 减仓-$1.76亿
AZN 清仓-$1.21亿
VST 减仓-$1.21亿

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
KOD Kodiak Sciences, Inc. $184.42万0.01%48,379 -89,924-65.0% -$342.79万 重新持有
ARES Ares Management Corporation $185.48万0.01%17,001 -51,067-75.0% -$557.14万 减仓
MC Moelis & Co. Class A $186.01万0.01%32,634 -315-1.0% -$1.80万 减仓
MKTX MarketAxess Holdings Inc. $191.28万0.01%11,594 -55-0.5% -$9,074 减仓
TJX TJX Companies Inc $191.99万0.01%12,022 -690-5.4% -$11.02万 减仓
CELC Celcuity Inc. $200.28万0.01%17,547 -1,757-9.1% -$20.05万 减仓
DKS Dick's Sporting Goods, Inc. $200.80万0.01%10,063 -6-0.1% -$1,197 减仓
KKR KKR & Co Inc $201.63万0.01%21,798 11,785117.7% $109.01万 加仓
SBUX Starbucks Corporation $202.80万0.01%22,636 -5,839-20.5% -$52.31万 重新持有
RVMD Revolution Medicines, Inc. $207.86万0.01%21,374 5,12431.5% $49.83万 加仓
SRZN Surrozen Inc $208.85万0.01%71,697 -27,863-28.0% -$81.16万 减仓
LTH Life Time Group Holdings, Inc. $209.61万0.01%77,805 -1,193-1.5% -$3.21万 减仓
FPS Forgent Power Solutions, Inc. Class A $211.44万0.01%72,237 72,237— $211.44万 新建仓
IONS Ionis Pharmaceuticals, Inc. $213.65万0.01%28,452 -9,971-26.0% -$74.87万 减仓
ORKA Oruka Therapeutics, Inc. $215.04万0.01%43,841 43,841— $215.04万 新建仓
IDA IDACORP, Inc. $216.69万0.01%15,156 -140-0.9% -$2.00万 减仓
SNDK Sandisk Corporation $218.24万0.01%3,435 3,435— $218.24万 新建仓
PANW Palo Alto Networks, Inc. $220.01万0.01%13,723 12,154774.6% $194.85万 加仓
BBY Best Buy Co., Inc. $223.60万0.01%34,315 -23-0.1% -$1,499 减仓
BKR Baker Hughes Company Class A $226.33万0.01%37,073 37,073— $226.33万 新建仓
MANH Manhattan Associates, Inc. $226.86万0.01%17,042 -175-1.0% -$2.33万 减仓
WIX Wix.com Ltd. $228.93万0.01%25,417 -177-0.7% -$1.59万 减仓
BL BlackLine, Inc. $232.49万0.01%62,835 -584-0.9% -$2.16万 减仓
TXG 10x Genomics Inc Class A $237.52万0.01%111,879 10,19610.0% $21.65万 加仓
CTVA Corteva Inc $238.62万0.01%28,506 28,506— $238.62万 新建仓
LHX L3Harris Technologies Inc $241.12万0.01%6,986 6,986— $241.12万 新建仓
WAT Waters Corporation $243.33万0.01%8,171 -5,456-40.0% -$162.48万 减仓
MSGK Madison Square Garden Sports Corp. Class A $244.30万0.01%7,601 7,601— $244.30万 新建仓
DSGX Descartes Systems Group Inc. $245.37万0.01%34,289 15,13279.0% $108.28万 加仓
— Teva Pharmaceutical Industries Limited Sponsored ADR $246.58万0.01%81,865 -7,690-8.6% -$23.16万 减仓
— Terns Pharmaceuticals, Inc. $248.58万0.01%47,151 -42,721-47.5% -$225.23万 减仓
CRH CRH public limited company $256.18万0.01%24,370 -33,707-58.0% -$354.33万 减仓
TVTX Travere Therapeutics, Inc. $256.21万0.01%86,236 -8,596-9.1% -$25.54万 减仓
LITE Lumentum Holdings, Inc. $258.19万0.01%3,674 3,674— $258.19万 新建仓
PVLA Palvella Therapeutics, Inc. $264.71万0.01%21,236 -128,790-85.8% -$1,605.37万 减仓
UTHR United Therapeutics Corporation $268.15万0.01%4,522 2,431116.3% $144.15万 加仓
LULU lululemon athletica inc. $276.12万0.01%18,035 -99,788-84.7% -$1,527.75万 减仓
ADI Analog Devices, Inc. $280.06万0.01%8,803 8,803— $280.06万 新建仓
SYY Sysco Corporation $288.64万0.01%40,466 -27-0.1% -$1,926 减仓
INMD InMode Ltd. $289.62万0.01%211,710 -158,781-42.9% -$217.21万 减仓
CRWD CrowdStrike Holdings, Inc. Class A $291.09万0.01%7,456 -2,937-28.3% -$114.66万 减仓
RBLX Roblox Corp. Class A $296.52万0.01%52,425 -246,689-82.5% -$1,395.27万 减仓
TMDX TransMedics Group, Inc. $298.28万0.01%30,005 -264-0.9% -$2.62万 减仓
PEN Penumbra, Inc. $298.42万0.01%9,088 -1,887-17.2% -$61.96万 减仓
SYRE Spyre Therapeutics, Inc $299.88万0.01%59,453 59,453— $299.88万 新建仓
CDNA CareDx, Inc. $300.35万0.01%173,013 -1,735-1.0% -$3.01万 减仓
AX Axos Financial, Inc. $305.37万0.01%35,888 -18,753-34.3% -$159.57万 减仓
SPSC SPS Commerce, Inc. $310.83万0.01%55,834 -44,203-44.2% -$246.08万 减仓
TNGX Tango Therapeutics, Inc. $313.95万0.01%150,070 -80,246-34.8% -$167.87万 重新持有
RDDT Reddit, Inc. Class A $324.08万0.01%24,068 -6,402-21.0% -$86.20万 减仓
WULF TeraWulf Inc. $327.49万0.01%226,950 -2,162-0.9% -$3.12万 减仓
OSCR Oscar Health, Inc. Class A $336.89万0.01%293,717 48,02019.5% $55.08万 加仓
PLD Prologis, Inc. $337.52万0.01%25,535 -15-0.1% -$1,983 减仓
EW Edwards Lifesciences Corporation $339.87万0.01%42,441 42,441— $339.87万 新建仓
CQP Cheniere Energy Partners, L.P. $343.08万0.02%52,365 -36-0.1% -$2,359 减仓
QCOM QUALCOMM Incorporated $344.31万0.02%26,736 -5,359-16.7% -$69.01万 减仓
ABT Abbott Laboratories $344.60万0.02%33,564 -18,031-34.9% -$185.12万 减仓
QTWO Q2 Holdings, Inc. $348.07万0.02%73,588 -16,734-18.5% -$79.15万 减仓
ORCL Oracle Corporation $348.50万0.02%23,690 -307-1.3% -$4.52万 减仓
GS Goldman Sachs Group, Inc. $349.14万0.02%4,127 -2,470-37.4% -$208.96万 减仓
ABSI Absci Corporation $349.54万0.02%1,165,144 -41,656-3.5% -$12.50万 减仓
MDT Medtronic Plc $352.98万0.02%40,736 -29-0.1% -$2,513 减仓
CCI Crown Castle Inc. $360.95万0.02%42,069 -27-0.1% -$2,317 减仓
ENSG Ensign Group, Inc. $361.97万0.02%17,958 -2,492-12.2% -$50.23万 减仓
OLED Universal Display Corporation $362.45万0.02%39,543 -293-0.7% -$2.69万 减仓
PFE Pfizer Inc. $363.32万0.02%129,387 -3,499-2.6% -$9.83万 减仓
GAP Gap, Inc. $367.74万0.02%151,958 -158,430-51.0% -$383.40万 减仓
UTI Universal Technical Institute, Inc. $369.68万0.02%102,404 -580-0.6% -$2.09万 减仓
COST Costco Wholesale Corporation $377.25万0.02%3,786 2,321158.4% $231.27万 加仓
ADBE Adobe Inc. $378.33万0.02%15,564 13,959869.7% $339.32万 加仓
SYK Stryker Corporation $379.15万0.02%11,508 -1,063-8.5% -$35.02万 减仓
NKTR Nektar Therapeutics $382.57万0.02%53,172 -848-1.6% -$6.10万 减仓
ERAS Erasca, Inc. $383.18万0.02%236,824 236,824— $383.18万 新建仓
SITM SiTime Corporation $391.66万0.02%11,341 -4,673-29.2% -$161.38万 减仓
CMCSA Comcast Corporation Class A $392.69万0.02%136,778 -93-0.1% -$2,670 减仓
RTX RTX Corporation $405.71万0.02%21,032 12,305141.0% $237.36万 加仓
ED Consolidated Edison, Inc. $407.84万0.02%36,035 -24-0.1% -$2,716 减仓
ODFL Old Dominion Freight Line, Inc. $409.99万0.02%20,982 20,982— $409.99万 新建仓
ALNY Alnylam Pharmaceuticals, Inc $416.80万0.02%12,597 10,611534.3% $351.09万 重新持有
OKE ONEOK, Inc. $418.07万0.02%46,252 -31-0.1% -$2,802 减仓
RYAN Ryan Specialty Holdings, Inc. Class A $423.93万0.02%125,647 -68,852-35.4% -$232.31万 减仓
VRRM Verra Mobility Corp. Class A $433.22万0.02%303,164 -113,583-27.3% -$162.31万 减仓
FLEX Flex Ltd $436.16万0.02%66,630 35,749115.8% $234.01万 加仓
FANG Diamondback Energy, Inc. $437.21万0.02%22,105 22,105— $437.21万 新建仓
FITB Fifth Third Bancorp $445.88万0.02%95,152 -62-0.1% -$2,905 减仓
BMY Bristol-Myers Squibb Company $448.56万0.02%73,959 -2,388-3.1% -$14.48万 减仓
LAMR Lamar Advertising Company Class A $453.20万0.02%34,528 -24-0.1% -$3,150 减仓
TWST Twist Bioscience Corp. $455.16万0.02%95,783 1,6721.8% $7.95万 加仓
CHYM Chime Financial, Inc. Class A $457.94万0.02%244,497 -53,545-18.0% -$100.29万 减仓
NVS Novartis AG Sponsored ADR $460.42万0.02%30,142 -22-0.1% -$3,361 减仓
AMGN Amgen Inc. $466.17万0.02%13,249 -9-0.1% -$3,167 减仓
NVR NVR, Inc. $477.10万0.02%724 -10-1.4% -$6.59万 减仓
EQIX Equinix, Inc. $479.28万0.02%4,535 2,374109.9% $250.90万 加仓
NEO NeoGenomics, Inc. $483.52万0.02%651,649 651,649— $483.52万 新建仓
URI United Rentals, Inc. $489.81万0.02%6,723 -6,903-50.7% -$502.92万 减仓
PL Planet Labs PBC Class A $491.32万0.02%175,784 175,784— $491.32万 新建仓
GRMN Garmin Ltd. $493.14万0.02%21,255 -1,775-7.7% -$41.18万 减仓
SRE Sempra $500.18万0.02%51,129 -34-0.1% -$3,326 减仓
NEE NextEra Energy, Inc. $509.64万0.02%54,871 -38-0.1% -$3,529 减仓
BJ BJ's Wholesale Club Holdings, Inc. $510.20万0.02%51,839 -889-1.7% -$8.75万 减仓