BRIDGER MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001166309

持仓数

前50大市值合计

$128.0M

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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 29 项建仓 11增持 2减持 6清仓 10

方向

标的

Δ市值

现股数(环比)

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$14.9M

42,400

建仓

BBWI BATH & BODY WORKS INC

+$14.0M

372,100

清仓

— ACTIVISION BLIZZARD INC

-$13.6M

0 -100%

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。

清仓

— POST HOLDINGS PARTNERING COR

-$12.7M

0 -100%

建仓

USFD US FOODS HLDG CORP

+$10.8M

246,431

建仓

— CATALENT INC

+$10.5M

241,338

清仓

VRSN VERISIGN INC

-$10.0M

0 -100%

建仓

— IMMUNOGEN INC

+$8.8M

467,220

清仓

MDU MDU RES GROUP INC

-$8.3M

0 -100%

减持

UBER UBER TECHNOLOGIES INC

+$7.2M

794,557 -7%

清仓

BRBR BELLRING BRANDS INC

-$6.4M

0 -100%

减持

MS MORGAN STANLEY

-$5.9M

181,914 -26%

建仓

BLCO BAUSCH PLUS LOMB CORP

+$4.9M

245,431

建仓

SHC SOTERA HEALTH CO

+$4.9M

260,400

建仓

CCK CROWN HLDGS INC

+$4.8M

55,100

清仓

SCHW SCHWAB CHARLES CORP

-$4.3M

0 -100%

增持

— ALCON AG

+$3.5M

181,977 +12%

建仓

KNF KNIFE RIVER CORP

+$3.0M

68,199

减持

GDDY GODADDY INC

-$2.5M

269,803 -8%

清仓

LBRT LIBERTY ENERGY INC

-$2.4M

0 -100%

减持

BIIB BIOGEN INC

-$2.4M

46,633 -17%

增持

MLCO MELCO RESORTS AND ENTMNT LTD

+$2.3M

1,965,122 +15%

清仓

RXST RXSIGHT INC

-$1.7M

0 -100%

建仓

— UNIQURE NV

+$1.3M

111,000

减持

DCBO DOCEBO INC

-$817.5K

138,592 -11%

清仓

WYNN WYNN RESORTS LTD

-$544.3K

0 -100%

减持

— FLAME ACQUISITION CORP

-$515.4K

443,000 -11%

清仓

— WILLIAMS ROWLAND ACQUISITION

-$21.4K

0 -100%