BRIDGER MANAGEMENT, LLC
NEW YORK NY · SEC CIK 0001166309
$1.50亿2026Q2 申报市值
24持仓数
68.6%前十大占比 · 第一大 15.6%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UNH 新建仓+$985.00万
OSCR 新建仓+$491.94万
HIMS 新建仓+$415.57万
SPCX 新建仓+$264.83万
MLM 加仓+$197.06万
2026Q2 卖出最多 按季末市值估算
ALC 清仓-$635.20万
NKE 清仓-$633.66万
AORT 清仓-$485.54万
BBNX 清仓-$163.45万
RXST 清仓-$153.30万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $2,347.37万 | 15.64% | 112,293 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1,496.08万 | 9.97% | 62,771 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,245.43万 | 8.30% | 367,600 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $985.00万 | 6.56% | 23,699 | 23,699 | — | $985.00万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $944.31万 | 6.29% | 92,425 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $701.07万 | 4.67% | 5,845 | 1,109 | 23.4% | $133.02万 | 加仓 |
| DXCM | DEXCOM INC | $686.25万 | 4.57% | 101,893 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $660.71万 | 4.40% | 18,488 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $637.54万 | 4.25% | 11,055 | 3,417 | 44.7% | $197.06万 | 加仓 |
| V | VISA INC | $590.11万 | 3.93% | 17,200 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $525.29万 | 3.50% | 13,072 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $512.55万 | 3.42% | 57,179 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $491.94万 | 3.28% | 172,489 | 172,489 | — | $491.94万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $466.20万 | 3.11% | 51,616 | -8,868 | -14.7% | -$80.10万 | 重新持有 |
| MSFT | MICROSOFT CORP | $458.81万 | 3.06% | 12,300 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $441.40万 | 2.94% | 23,920 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $421.53万 | 2.81% | 58,416 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $415.57万 | 2.77% | 119,865 | 119,865 | — | $415.57万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $276.70万 | 1.84% | 83,119 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $275.60万 | 1.84% | 522,966 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $264.83万 | 1.76% | 15,500 | 15,500 | — | $264.83万 | 新建仓 |
| TOST | TOAST INC | $112.37万 | 0.75% | 40,392 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $51.15万 | 0.34% | 67,837 | 0 | 0.0% | — | 不变 |
| — | SURROZEN INC | $7,294 | 0.00% | 442,052 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -84,300 | -100.0% | -$635.20万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -119,965 | -100.0% | -$633.66万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -132,588 | -100.0% | -$485.54万 | 清仓 |
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | -163,124 | -100.0% | -$163.45万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -248,858 | -100.0% | -$153.30万 | 清仓 |