FRED ALGER MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0000003520
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | AstraZeneca PLC | $1.51亿 | 0.66% | 768,754 | 768,754 | — | $1.51亿 | 新建仓 |
| MELI | MercadoLibre, Inc. | $1.64亿 | 0.72% | 94,718 | 8,084 | 9.3% | $1,397.74万 | 加仓 |
| ISRG | Intuitive Surgical, Inc. | $1.78亿 | 0.78% | 386,739 | 35,767 | 10.2% | $1,648.82万 | 加仓 |
| NFLX | Netflix, Inc. | $1.95亿 | 0.86% | 2,032,997 | -719,070 | -26.1% | -$6,913.86万 | 减仓 |
| HEI/A | HEICO Corporation Class A | $2.03亿 | 0.89% | 961,365 | 68,600 | 7.7% | $1,448.08万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals, Inc. | $2.10亿 | 0.92% | 3,342,493 | 1,509,496 | 82.4% | $9,464.54万 | 加仓 |
| GFL | GFL Environmental Inc | $2.51亿 | 1.10% | 6,017,527 | 994,511 | 19.8% | $4,149.10万 | 加仓 |
| SE | Sea Limited Sponsored ADR Class A | $2.79亿 | 1.23% | 3,370,698 | 603,525 | 21.8% | $4,997.79万 | 加仓 |
| ALAB | Astera Labs, Inc. | $2.82亿 | 1.24% | 2,573,005 | 638,317 | 33.0% | $6,995.95万 | 加仓 |
| GEV | GE Vernova Inc. | $2.98亿 | 1.31% | 340,739 | -89,119 | -20.7% | -$7,783.55万 | 减仓 |
| NTRA | Natera, Inc. | $3.51亿 | 1.54% | 1,756,472 | -66,036 | -3.6% | -$1,320.65万 | 减仓 |
| TLN | Talen Energy Corp | $3.79亿 | 1.66% | 1,185,953 | -618,141 | -34.3% | -$1.97亿 | 减仓 |
| QXO | QXO, Inc. | $4.35亿 | 1.91% | 22,404,712 | 6,480,775 | 40.7% | $1.26亿 | 加仓 |
| APP | AppLovin Corp. Class A | $4.67亿 | 2.05% | 1,173,040 | -499,354 | -29.9% | -$1.99亿 | 减仓 |
| TSLA | Tesla, Inc. | $6.79亿 | 2.98% | 1,825,663 | 172,589 | 10.4% | $6,416.00万 | 加仓 |
| WDC | Western Digital Corporation | $7.19亿 | 3.16% | 2,659,835 | -24,506 | -0.9% | -$662.86万 | 减仓 |
| AVGO | Broadcom Inc. | $9.13亿 | 4.01% | 2,949,411 | 73,171 | 2.5% | $2,264.72万 | 加仓 |
| NBIS | Nebius Group N.V. Class A | $9.96亿 | 4.37% | 9,599,306 | 1,661,403 | 20.9% | $1.72亿 | 加仓 |
| META | Meta Platforms Inc Class A | $10.18亿 | 4.47% | 1,779,598 | -188,117 | -9.6% | -$1.08亿 | 减仓 |
| GOOG | Alphabet Inc. Class C | $10.97亿 | 4.82% | 3,823,140 | 306,341 | 8.7% | $8,787.70万 | 加仓 |
| AAPL | Apple Inc. | $11.77亿 | 5.17% | 4,636,913 | 87,611 | 1.9% | $2,223.48万 | 加仓 |
| AMZN | Amazon.com, Inc. | $14.90亿 | 6.54% | 7,153,123 | 99,682 | 1.4% | $2,076.08万 | 加仓 |
| MSFT | Microsoft Corporation | $18.46亿 | 8.11% | 4,986,013 | -7,117 | -0.1% | -$263.45万 | 减仓 |
| NVDA | NVIDIA Corporation | $28.57亿 | 12.55% | 16,381,918 | 1,081,244 | 7.1% | $1.89亿 | 加仓 |