BRIDGER MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001166309
$1.28亿2026Q1 申报市值
24持仓数
67.8%前十大占比 · 第一大 14.4%
5 / 4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
FLUT 加仓+$692.66万
GOOGL 新建仓+$531.64万
MLM 新建仓+$449.63万
LLY 新建仓+$435.60万
DASH 新建仓+$359.16万
2026Q1 卖出最多 按季末市值估算
CX 清仓-$712.38万
BIIB 清仓-$634.71万
BMY 清仓-$621.28万
MS 减仓-$401.55万
NKE 减仓-$315.86万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CX | CEMEX SAB DE CV | $0 | 0.00% | 0 | -620,000 | -100.0% | -$712.38万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -36,065 | -100.0% | -$634.71万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -115,179 | -100.0% | -$621.28万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -147,209 | -100.0% | -$101.57万 | 清仓 |
| — | SURROZEN INC | $7,073 | 0.01% | 442,052 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $51.96万 | 0.41% | 67,837 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $107.08万 | 0.84% | 40,392 | 0 | 0.0% | — | 不变 |
| RXST | RXSIGHT INC | $153.30万 | 1.20% | 248,858 | 88,158 | 54.9% | $54.31万 | 加仓 |
| BBNX | BETA BIONICS INC | $163.45万 | 1.28% | 163,124 | 163,124 | — | $163.45万 | 新建仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $297.04万 | 2.32% | 522,966 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $319.34万 | 2.50% | 83,119 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $359.16万 | 2.81% | 23,920 | 23,920 | — | $359.16万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $420.13万 | 3.28% | 13,072 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $420.19万 | 3.28% | 58,416 | -24,620 | -29.6% | -$177.09万 | 减仓 |
| LLY | ELI LILLY & CO | $435.60万 | 3.40% | 4,736 | 4,736 | — | $435.60万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $449.63万 | 3.51% | 7,638 | 7,638 | — | $449.63万 | 新建仓 |
| MSFT | MICROSOFT CORP | $455.31万 | 3.56% | 12,300 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $485.54万 | 3.79% | 132,588 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $513.64万 | 4.01% | 57,179 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $519.85万 | 4.06% | 17,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $531.64万 | 4.15% | 18,488 | 18,488 | — | $531.64万 | 新建仓 |
| NKE | NIKE INC | $633.66万 | 4.95% | 119,965 | -59,800 | -33.3% | -$315.86万 | 减仓 |
| ALC | ALCON AG | $635.20万 | 4.96% | 84,300 | -23,900 | -22.1% | -$180.09万 | 减仓 |
| DXCM | DEXCOM INC | $639.89万 | 5.00% | 101,893 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $942.27万 | 7.36% | 92,425 | 67,941 | 277.5% | $692.66万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,107.21万 | 8.65% | 367,600 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,307.33万 | 10.22% | 62,771 | -3,500 | -5.3% | -$72.89万 | 减仓 |
| MS | MORGAN STANLEY | $1,848.01万 | 14.44% | 112,293 | -24,400 | -17.9% | -$401.55万 | 减仓 |