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FRED ALGER MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FRED ALGER MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0000003520
持仓数
444
前50大市值合计
$19.13B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 52
减持 72
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP.
+$446.0M
15,381,070
+856%
建仓
APP
APPLOVIN CORP CLASS A
+$290.7M
3,492,613
增持
AAPL
APPLE INC.
+$263.6M
4,771,308
+10%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$149.0M
4,927,271
+1%
减持
AMD
ADVANCED MICRO DEVICES INC.
-$122.4M
888,027
-40%
增持
CEG
CONSTELLATION ENERGY GROUP INC
+$107.9M
660,696
+401%
增持
AMZN
AMAZON COM INC.
+$103.5M
6,521,736
+2%
增持
AVGO
BROADCOM LTD
+$101.7M
225,938
+15%
减持
MLM
MARTIN MARIETTA MATERIALS INC.
-$93.6M
203,980
-39%
减持
ACHC
ACADIA HEALTHCARE CO INC
-$91.3M
24,116
-98%
减持
MBLY
MOBILEYE GLOBAL INC
-$90.0M
44,920
-98%
增持
HUBS
HUBSPOT INC
+$79.7M
163,291
+516%
减持
UBER
UBER TECHNOLOGIES INC
-$78.8M
783,991
-56%
减持
FANG
DIAMONDBACK ENERGY INC
-$77.3M
130,660
-75%
减持
MDB
MONGODB INC
-$76.1M
19,979
-91%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$75.1M
1,905,729
+1%
清仓
—
SHOCKWAVE MEDICAL INC
-$67.4M
0
-100%
增持
AMGN
AMGEN INC
+$61.2M
325,752
+128%
减持
RH
RH
-$59.9M
19,564
-89%
减持
V
VISA INC CLASS A SHARES
-$59.0M
1,168,615
-11%
减持
SNOW
SNOWFLAKE INC CLASS A
-$55.9M
158
-100%
建仓
NRG
NRG ENERGY INC
+$53.8M
690,633
减持
—
CHAMPIONX CORP
-$52.7M
145,761
-91%
增持
EQIX
EQUINIX INC.
+$51.3M
144,103
+106%
减持
WAB
WABTEC CORP
-$50.5M
343,405
-52%
减持
INTU
INTUIT INC.
-$49.0M
20,736
-78%
减持
TSLA
TESLA INC
-$48.0M
252,717
-55%
减持
FSV
FIRSTSERVICE CORP
-$47.3M
754,762
-23%
减持
CELH
CELSIUS HOLDINGS INC
-$45.7M
155,157
-76%
建仓
FCX
FREEPORT- MCMORAN COPPER & GOL
+$45.3M
932,645
减持
PI
IMPINJ INC
-$44.3M
103,602
-78%
增持
NFLX
NETFLIX COM INC
+$44.2M
465,249
+5%
减持
MSTR
MICROSTRATEGY INC CL-A
-$43.3M
1
-100%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$42.6M
432,944
-21%
增持
GFL
GFL ENVIRONMENTAL INC
+$41.7M
6,221,767
+7%
减持
RMBS
RAMBUS INC.-DEL
-$41.2M
55,810
-92%
减持
PINS
PINTEREST INC CLASS A
+$40.6M
5,562,289
-6%
增持
META
META PLATFORMS INC CLASS A
+$39.8M
1,938,574
+0%
减持
RGEN
REPLIGEN CORP
-$39.6M
307,723
-28%
增持
ADBE
ADOBE INC.
+$37.5M
408,681
+9%
增持
NOW
SERVICENOW INC
+$35.9M
157,546
+36%
增持
GKOS
GLAUKOS CORPORATION
+$35.2M
1,278,723
+4%
增持
SPGI
S&P GLOBAL INC
+$34.9M
464,457
+15%
增持
TNDM
TANDEM DIABETES CARE INC
+$34.6M
2,174,107
+45%
减持
REGN
REGENERON PHARMACEUTICALS
-$34.5M
11,123
-77%
减持
CABA
CABALETTA BIO INC
-$34.2M
2,522,882
-19%
建仓
INSM
INSMED INC
+$33.4M
498,572
增持
HEI/A
HEICO CORP CLASS A
+$32.1M
1,188,218
+2%
减持
—
AKERO THERAPEUTICS INC
-$30.9M
123,788
-91%
增持
DELL
DELL TECHNOLOGIES C
+$30.6M
269,224
+368%
增持
TWST
TWIST BIOSCIENCE CORP
+$29.5M
654,877
+721%
减持
SHAK
SHAKE SHACK INC CLASS A
-$29.3M
291,627
-45%
减持
NTRA
NATERA INC
-$28.9M
5,262,664
-20%
减持
IBM
INTL BUSINESS MACHINES CORP
-$28.8M
10,784
-93%
增持
NEOG
NEOGEN CORP
+$28.2M
2,137,317
+542%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$27.8M
149,597
-33%
增持
SHOP
SHOPIFY INC - A
+$27.8M
610,839
+274%
减持
SYK
STRYKER CORP
-$26.5M
221,998
-22%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$26.3M
486,211
+23%
减持
PGNY
PROGYNY INC
-$25.9M
2,235,354
-5%
增持
TTD
TRADE DESK INC CLASS A
+$25.8M
462,579
+109%
减持
APPF
APPFOLIO INC A
-$25.8M
358,883
-22%
减持
IMVT
IMMUNOVANT INC
-$25.0M
607,724
-52%
减持
KRUS
KURA SUSHI USA INC CLASS A
-$24.0M
406,085
-6%
减持
TDG
TRANSDIGM GROUP INC
-$23.9M
179,166
-13%
增持
—
GATES INDUSTRIAL COPR INC
+$23.8M
2,665,632
+157%
增持
CCJ
CAMECO CORP.
+$23.7M
841,182
+106%
减持
CYRX
CRYOPORT INC
-$22.8M
1,800,287
-10%
增持
—
SPOTIFY TECHNOLOGY SA
+$22.4M
350,877
+6%
减持
ODFL
OLD DOMINION FREIGHT LINE
-$22.3M
343,909
-9%
减持
VEEV
VEEVA SYSTEMS INC CLASS A
-$21.7M
79,245
-49%
清仓
SQ
BLOCK INC A
-$21.6M
0
-100%
减持
SPT
SPROUT SOCIAL INC
-$21.1M
611,922
-15%
减持
OWL
BLUE OWL CAPITAL INC
-$21.1M
769,745
-58%
减持
C
CITIGROUP INC.
-$20.5M
766,698
-30%
增持
AGYS
AGILYSYS INC
+$20.2M
938,058
+2%
减持
ABSI
ABSCI CORP
-$19.7M
7,256,775
-2%
建仓
—
FTAI AVIATION LTD
+$19.4M
188,287
增持
HEI
HEICO CORP
+$18.8M
490,161
+3%
减持
DXCM
DEXCOM INC.
-$18.6M
494,644
-8%
减持
XMTR
XOMETRY INC-A
-$18.6M
1,502,725
-29%
增持
MCK
MCKESSON CORP
+$17.9M
242,262
+5%
减持
RBC
RBC BEARINGS INC
-$17.9M
314,570
-17%
减持
INTA
INTAPP INC
-$17.8M
670,743
-46%
减持
BURL
BURLINGTON STORES INC
-$17.4M
249,449
-25%
清仓
ATRC
ATRICURE INC
-$17.0M
0
-100%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$16.9M
318,252
+24%
减持
GPN
GLOBAL PAYMENTS INC
-$16.8M
567
-100%
减持
PWR
QUANTA SERVICES INC.
-$16.6M
234,615
-20%
清仓
IEX
IDEX CORP
-$16.5M
0
-100%
增持
—
ASTRAZENECA PLC-SPONS ADR
+$16.5M
264,373
+338%
建仓
SPXC
SPX TECHNOLOGIES INC
+$16.1M
113,539
减持
MELI
MERCADOLIBRE INC
+$15.9M
141,652
-1%
增持
CDNA
CAREDX INC
+$15.9M
1,149,602
+518%
减持
ISRG
INTUITIVE SURGICAL INC
+$15.8M
392,243
-1%
增持
ONT
MONTROSE ENVIRONMENT GROUP
+$15.7M
1,395,696
+18%
建仓
AAON
AAON INC.
+$15.7M
179,968
减持
WST
WEST PHARMACEUTICAL SERVICES
-$15.7M
14,618
-72%
减持
TXG
10X GENOMICS INC
-$15.4M
65,973
-85%
减持
SPSC
SPS COMMERCE INC
-$15.4M
483,399
-16%
减持
—
GLOBANT SA
-$15.2M
39,783
-64%
减持
FLYW
FLYWIRE CORPORATION
-$15.0M
941,568
-23%
减持
ALAB
ASTERA LABS
-$14.9M
193,156
-46%
增持
HLNE
HAMILTON LANE INC CLASS A
+$14.8M
687,521
+10%
减持
SVV
SAVERS VALUE VILLAGE INC
-$14.8M
316,435
-67%
清仓
DV
DOUBLEVERIFY HOLDINGS INC
-$14.6M
0
-100%
建仓
SMTC
SEMTECH CORP.
+$14.3M
478,826
减持
—
NEVRO CORP
-$13.9M
1,928,144
-7%
增持
—
ASCENDIS PHARMACEUTICALS ADR
+$13.7M
307,073
+65%
减持
STEP
STEPSTONE GROUP INC
+$13.7M
2,344,898
-11%
建仓
LOAR
LOAR HOLDINGS INC
+$13.1M
244,996
建仓
FA
FIRST ADVANTAGE CORP
+$12.9M
803,094
减持
CSGP
COSTAR GROUP INC
-$12.6M
285,245
-18%
增持
DKNG
DRAFTKINGS INC A
-$12.1M
3,167,849
+8%
减持
MRVL
MARVELL TECHNOLOGY GROUP LTD
-$11.7M
2,990,108
-4%
增持
—
ON HOLDING AG CLASS A
+$11.5M
1,152,941
+23%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$11.5M
102,455
+59%
减持
NEO
NEOGENOMICS INC
-$11.3M
1,834,912
-22%
减持
EPAM
EPAM SYSTEMS INC
-$11.3M
347
-99%
减持
INDI
INDIE SEMICONDUCTOR INC
-$10.2M
1,677,851
-42%
清仓
ALT
ALTIMMUNE INC
-$10.1M
0
-100%
清仓
EFX
EQUIFAX INC
-$10.0M
0
-100%
减持
CWST
CASELLA WASTE SYSTEMS
-$10.0M
1,120,713
-9%
清仓
—
AGILITI INC
-$10.0M
0
-100%
增持
—
STEVANATO GROUP
-$9.9M
861,727
+8%
减持
BL
BLACKLINE INC
-$9.6M
545,893
-2%
增持
NEE
NEXTERA ENERGY INC
+$9.6M
179,801
+267%
清仓
BRKR
BRUKER BIOSCIENCES CORP
-$9.5M
0
-100%
建仓
NTNX
NUTANIX INC A
+$9.4M
166,074
增持
FISV
FISERV INC.
+$9.2M
62,470
+15636%
清仓
—
DRIL-QUIP INC
-$8.9M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.9M
103,957
+17%
建仓
—
INVESCO QQQ TR
+$8.9M
18,500
增持
—
PROS HOLDINGS INC
-$8.8M
2,919,116
+15%
减持
EW
EDWARDS LIFESCIENCES CORP
-$8.8M
296,275
-22%
建仓
ECL
ECOLAB INC
+$8.7M
36,399
增持
ATEC
ALPHATEC HOLDINGS INC
-$8.5M
2,638,303
+1%
减持
GOOG
ALPHABET INC CL C
-$8.4M
2,806,845
-18%
建仓
—
CAMTEK LTD
+$8.4M
66,961
增持
VKTX
VIKING THERAPEUTICS INC
-$8.2M
567,284
+21%
减持
DH
DEFINITIVE HEALTHCARE CORP
-$8.2M
1,777,867
-20%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
+$7.9M
111,974
+75%
增持
GOOGL
ALPHABET INC CL A
+$7.9M
164,285
+13%
增持
DHR
DANAHER CORP
+$7.9M
399,885
+9%
减持
CRM
SALESFORCE.COM INC
-$7.8M
5,653
-82%
增持
LULU
LULULEMON ATHLETICA INC
+$7.7M
27,078
+2895%
减持
AUTL
AUTOLUS THERAPEUTICS PLC SPONS
-$7.6M
10,262
-99%
增持
—
INFORMATICA INC - CLASS A
+$7.5M
794,084
+63%
清仓
MOH
MOLINA HEALTHCARE INC
-$7.4M
0
-100%
清仓
SKY
SKYLINE CHAMPION CORP
-$7.3M
0
-100%