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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | $28.57亿 | 12.55% | 16,381,918 | 1,081,244 | 7.1% | $1.89亿 | 加仓 |
| MSFT | Microsoft Corporation | $18.46亿 | 8.11% | 4,986,013 | -7,117 | -0.1% | -$263.45万 | 减仓 |
| AMZN | Amazon.com, Inc. | $14.90亿 | 6.54% | 7,153,123 | 99,682 | 1.4% | $2,076.08万 | 加仓 |
| AAPL | Apple Inc. | $11.77亿 | 5.17% | 4,636,913 | 87,611 | 1.9% | $2,223.48万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $10.97亿 | 4.82% | 3,823,140 | 306,341 | 8.7% | $8,787.70万 | 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 |
| 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 |
| AVGO | Broadcom Inc. | $9.13亿 | 4.01% | 2,949,411 | 73,171 | 2.5% | $2,264.72万 | 加仓 |
| WDC | Western Digital Corporation | $7.19亿 | 3.16% | 2,659,835 | -24,506 | -0.9% | -$662.86万 | 减仓 |
| TSLA | Tesla, Inc. | $6.79亿 | 2.98% | 1,825,663 | 172,589 | 10.4% | $6,416.00万 | 加仓 |
| APP | AppLovin Corp. Class A | $4.67亿 | 2.05% | 1,173,040 | -499,354 | -29.9% | -$1.99亿 | 减仓 |
| QXO | QXO, Inc. | $4.35亿 | 1.91% | 22,404,712 | 6,480,775 | 40.7% | $1.26亿 | 加仓 |
| TLN | Talen Energy Corp | $3.79亿 | 1.66% | 1,185,953 | -618,141 | -34.3% | -$1.97亿 | 减仓 |
| NTRA | Natera, Inc. | $3.51亿 | 1.54% | 1,756,472 | -66,036 | -3.6% | -$1,320.65万 | 减仓 |
| GEV | GE Vernova Inc. | $2.98亿 | 1.31% | 340,739 | -89,119 | -20.7% | -$7,783.55万 | 减仓 |
| ALAB | Astera Labs, Inc. | $2.82亿 | 1.24% | 2,573,005 | 638,317 | 33.0% | $6,995.95万 | 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 |
| GFL | GFL Environmental Inc | $2.51亿 | 1.10% | 6,017,527 | 994,511 | 19.8% | $4,149.10万 | 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 |
| HEI/A | HEICO Corporation Class A | $2.03亿 | 0.89% | 961,365 | 68,600 | 7.7% | $1,448.08万 | 加仓 |
| NFLX | Netflix, Inc. | $1.95亿 | 0.86% | 2,032,997 | -719,070 | -26.1% | -$6,913.86万 | 减仓 |
| ISRG | Intuitive Surgical, Inc. | $1.78亿 | 0.78% | 386,739 | 35,767 | 10.2% | $1,648.82万 | 加仓 |
| MELI | MercadoLibre, Inc. | $1.64亿 | 0.72% | 94,718 | 8,084 | 9.3% | $1,397.74万 | 加仓 |
| AZN | AstraZeneca PLC | $1.51亿 | 0.66% | 768,754 | 768,754 | — | $1.51亿 | 新建仓 |
| ROKU | Roku, Inc. Class A | $1.51亿 | 0.66% | 1,591,123 | 169,683 | 11.9% | $1,605.54万 | 加仓 |
| RKT | Rocket Companies, Inc. Class A | $1.45亿 | 0.64% | 10,189,429 | -1,489 | -0.0% | -$2.12万 | 减仓 |
| BIIB | Biogen Inc. | $1.34亿 | 0.59% | 733,194 | -65,580 | -8.2% | -$1,202.28万 | 减仓 |
| FIGR | Figure Technology Solutions, Inc. Class A | $1.30亿 | 0.57% | 3,838,851 | 2,188,858 | 132.7% | $7,431.17万 | 加仓 |
| VRT | Vertiv Holdings Co. Class A | $1.19亿 | 0.52% | 472,924 | -105,792 | -18.3% | -$2,650.94万 | 减仓 |
| NET | Cloudflare Inc Class A | $1.11亿 | 0.49% | 538,062 | 99,537 | 22.7% | $2,053.85万 | 加仓 |
| CAH | Cardinal Health, Inc. | $1.10亿 | 0.48% | 522,453 | 117,774 | 29.1% | $2,488.68万 | 加仓 |
| SHOP | Shopify, Inc. Class A | $1.10亿 | 0.48% | 930,697 | 342,669 | 58.3% | $4,064.74万 | 加仓 |
| LLY | Eli Lilly and Company | $1.09亿 | 0.48% | 118,770 | 18,170 | 18.1% | $1,671.22万 | 加仓 |
| MDB | MongoDB, Inc. Class A | $1.07亿 | 0.47% | 438,613 | -123,001 | -21.9% | -$3,010.70万 | 减仓 |
| WELL | Welltower Inc. | $1.05亿 | 0.46% | 533,533 | 474,114 | 797.9% | $9,373.71万 | 加仓 |
| DNTH | Dianthus Therapeutics, Inc. | $9,750.86万 | 0.43% | 1,161,923 | 1,128,463 | 3,372.6% | $9,470.06万 | 加仓 |
| RBC | RBC Bearings Incorporated | $9,729.13万 | 0.43% | 179,134 | 5,281 | 3.0% | $286.82万 | 加仓 |
| PLTR | Palantir Technologies Inc. Class A | $9,524.79万 | 0.42% | 651,134 | 577,876 | 788.8% | $8,453.17万 | 加仓 |
| — | DuPont de Nemours, Inc. | $9,272.50万 | 0.41% | 2,024,564 | -365,185 | -15.3% | -$1,672.55万 | 减仓 |
| BSX | Boston Scientific Corporation | $9,127.73万 | 0.40% | 1,454,619 | 357,944 | 32.6% | $2,246.10万 | 加仓 |
| ANET | Arista Networks, Inc. | $8,383.09万 | 0.37% | 682,773 | 681,303 | 46,347.1% | $8,365.04万 | 重新持有 |
| JNJ | Johnson & Johnson | $8,178.77万 | 0.36% | 334,592 | 269,777 | 416.2% | $6,594.43万 | 加仓 |
| HOOD | Robinhood Markets, Inc. Class A | $7,723.30万 | 0.34% | 1,114,474 | 167,934 | 17.7% | $1,163.78万 | 加仓 |
| NRG | NRG Energy, Inc. | $7,264.37万 | 0.32% | 497,083 | 470,692 | 1,783.5% | $6,878.69万 | 加仓 |
| ASND | Ascendis Pharma A/S Sponsored ADR | $6,973.89万 | 0.31% | 304,896 | -47,213 | -13.4% | -$1,079.90万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $6,656.76万 | 0.29% | 231,491 | -11,596 | -4.8% | -$333.45万 | 减仓 |
| TPC | Tutor Perini Corporation | $6,250.36万 | 0.27% | 809,737 | -296,111 | -26.8% | -$2,285.68万 | 减仓 |
| CEG | Constellation Energy Corporation | $5,920.04万 | 0.26% | 211,998 | -297,064 | -58.4% | -$8,295.51万 | 减仓 |
| FTAI | FTAI Aviation Ltd. | $5,878.36万 | 0.26% | 239,933 | -136,760 | -36.3% | -$3,350.62万 | 减仓 |
| GH | Guardant Health, Inc. | $5,747.81万 | 0.25% | 622,259 | 32,603 | 5.5% | $301.15万 | 加仓 |
| HEI | HEICO Corporation | $5,430.50万 | 0.24% | 198,049 | 3,017 | 1.5% | $82.73万 | 加仓 |
| SN | SharkNinja, Inc. | $5,395.80万 | 0.24% | 509,518 | 472,223 | 1,266.2% | $5,000.84万 | 加仓 |
| RGEN | Repligen Corporation | $5,122.51万 | 0.23% | 434,774 | -476,753 | -52.3% | -$5,617.10万 | 减仓 |
| FSV | FirstService Corp | $5,092.35万 | 0.22% | 366,514 | -78,192 | -17.6% | -$1,086.40万 | 减仓 |
| EQPT | EquipmentShare.com, Inc. Class A | $5,023.73万 | 0.22% | 2,466,238 | 2,466,238 | — | $5,023.73万 | 新建仓 |
| CAT | Caterpillar Inc. | $4,961.35万 | 0.22% | 70,030 | -10,942 | -13.5% | -$775.20万 | 减仓 |
| VSEC | VSE Corporation | $4,872.84万 | 0.21% | 264,254 | -104,059 | -28.3% | -$1,918.85万 | 减仓 |
| SPOT | Spotify Technology SA | $4,833.97万 | 0.21% | 99,688 | -363,924 | -78.5% | -$1.76亿 | 减仓 |
| UNH | UnitedHealth Group Incorporated | $4,808.55万 | 0.21% | 177,706 | 36,916 | 26.2% | $998.91万 | 加仓 |
| COGT | Cogent Biosciences, Inc. | $4,771.61万 | 0.21% | 1,239,700 | 137,519 | 12.5% | $529.31万 | 加仓 |
| KLAC | KLA Corporation | $4,753.82万 | 0.21% | 32,286 | -1,156 | -3.5% | -$170.21万 | 减仓 |
| AORT | Artivion, Inc. | $4,425.05万 | 0.19% | 1,208,371 | -164,201 | -12.0% | -$601.30万 | 减仓 |
| V | Visa Inc. Class A | $4,236.53万 | 0.19% | 140,171 | -114,374 | -44.9% | -$3,456.84万 | 减仓 |
| CWST | Casella Waste Systems, Inc. Class A | $4,178.51万 | 0.18% | 526,659 | 78,244 | 17.4% | $620.79万 | 加仓 |
| VEEV | Veeva Systems Inc Class A | $3,907.05万 | 0.17% | 222,421 | 207,410 | 1,381.7% | $3,643.36万 | 重新持有 |
| MRK | Merck & Co., Inc. | $3,865.94万 | 0.17% | 321,001 | 276,750 | 625.4% | $3,333.00万 | 加仓 |
| MGY | Magnolia Oil & Gas Corp. Class A | $3,773.81万 | 0.17% | 1,195,380 | 1,023,154 | 594.1% | $3,230.10万 | 加仓 |
| STRL | Sterling Infrastructure, Inc. | $3,757.80万 | 0.17% | 92,268 | -16,932 | -15.5% | -$689.59万 | 减仓 |
| MU | Micron Technology, Inc. | $3,746.41万 | 0.16% | 110,873 | 95,700 | 630.7% | $3,233.71万 | 加仓 |
| LGN | Legence Corp. Class A | $3,733.90万 | 0.16% | 661,335 | 171,024 | 34.9% | $965.60万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $3,587.10万 | 0.16% | 121,944 | -11,869 | -8.9% | -$349.14万 | 减仓 |
| CVNA | Carvana Co. Class A | $3,567.58万 | 0.16% | 113,480 | -56,000 | -33.0% | -$1,760.53万 | 减仓 |
| AIR | AAR CORP. | $3,536.77万 | 0.16% | 323,111 | -286,280 | -47.0% | -$3,133.62万 | 减仓 |
| WMT | Walmart Inc. | $3,492.41万 | 0.15% | 280,511 | 82,332 | 41.5% | $1,025.05万 | 加仓 |
| KRMN | Karman Holdings Inc. | $3,491.79万 | 0.15% | 436,201 | 282,470 | 183.7% | $2,261.17万 | 加仓 |
| LOAR | Loar Holdings Inc. | $3,327.86万 | 0.15% | 580,880 | -47,132 | -7.5% | -$270.02万 | 减仓 |
| IRTC | iRhythm Holdings, Inc. | $3,305.03万 | 0.15% | 280,040 | -30,542 | -9.8% | -$360.46万 | 减仓 |
| — | Forte Biosciences Inc. | $3,299.57万 | 0.14% | 1,273,965 | -187,006 | -12.8% | -$484.35万 | 减仓 |
| CDNS | Cadence Design Systems, Inc. | $3,132.51万 | 0.14% | 112,733 | 45,863 | 68.6% | $1,274.40万 | 加仓 |
| MLM | Martin Marietta Materials, Inc. | $3,077.21万 | 0.14% | 52,273 | -110,037 | -67.8% | -$6,477.66万 | 减仓 |
| SPGI | S&P Global, Inc. | $3,075.55万 | 0.14% | 72,308 | -182,562 | -71.6% | -$7,765.09万 | 减仓 |
| TKO | TKO Group Holdings, Inc. Class A | $2,994.62万 | 0.13% | 148,506 | -13,247 | -8.2% | -$267.13万 | 减仓 |
| DOCN | DigitalOcean Holdings, Inc. | $2,957.32万 | 0.13% | 344,756 | 344,756 | — | $2,957.32万 | 新建仓 |
| LRN | Stride, Inc. | $2,872.80万 | 0.13% | 325,825 | 325,825 | — | $2,872.80万 | 新建仓 |
| ADPT | Adaptive Biotechnologies Corp. | $2,863.65万 | 0.13% | 2,063,146 | -182,272 | -8.1% | -$252.99万 | 减仓 |
| ACAD | ACADIA Pharmaceuticals Inc. | $2,842.94万 | 0.12% | 1,277,151 | -282,811 | -18.1% | -$629.54万 | 减仓 |
| FIX | Comfort Systems USA, Inc. | $2,835.76万 | 0.12% | 20,564 | -6,664 | -24.5% | -$918.96万 | 减仓 |
| CDNL | Cardinal Infrastructure Group, Inc. | $2,722.65万 | 0.12% | 686,585 | 441,754 | 180.4% | $1,751.78万 | 加仓 |
| HWM | Howmet Aerospace Inc. | $2,667.64万 | 0.12% | 115,753 | 11,077 | 10.6% | $255.28万 | 加仓 |
| SMTC | Semtech Corporation | $2,580.49万 | 0.11% | 335,608 | -524,247 | -61.0% | -$4,030.94万 | 减仓 |
| MOD | Modine Manufacturing Company | $2,576.55万 | 0.11% | 118,894 | -39,440 | -24.9% | -$854.70万 | 减仓 |
| ROIV | Roivant Sciences Ltd. | $2,562.77万 | 0.11% | 925,186 | 813,314 | 727.0% | $2,252.88万 | 加仓 |
| SPXC | SPX Technologies, Inc. | $2,527.02万 | 0.11% | 126,389 | -5,565 | -4.2% | -$111.27万 | 减仓 |
| XMTR | Xometry, Inc. Class A | $2,463.80万 | 0.11% | 603,280 | 22,546 | 3.9% | $92.08万 | 加仓 |
| STX | Seagate Technology Holdings PLC | $2,450.81万 | 0.11% | 62,559 | 10,209 | 19.5% | $399.95万 | 加仓 |
| PLNT | Planet Fitness, Inc. Class A | $2,446.05万 | 0.11% | 328,859 | -147,523 | -31.0% | -$1,097.28万 | 减仓 |
| MS | Morgan Stanley | $2,445.58万 | 0.11% | 148,604 | -29,899 | -16.7% | -$492.05万 | 减仓 |
| STEP | StepStone Group, Inc. Class A | $2,444.43万 | 0.11% | 512,242 | -393,830 | -43.5% | -$1,879.36万 | 减仓 |
| MP | MP Materials Corp Class A | $2,403.53万 | 0.11% | 498,037 | 210,937 | 73.5% | $1,017.98万 | 加仓 |
| TWLO | Twilio, Inc. Class A | $2,399.90万 | 0.11% | 190,741 | -181,740 | -48.8% | -$2,286.65万 | 减仓 |