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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 29 项建仓 10增持 3减持 4清仓 12

方向

标的

Δ市值

现股数(环比)

减持

MLCO MELCO RESORTS AND ENTMNT LTD

-$17.5M

214,763 -89%

建仓

PFE PFIZER INC

+$10.1M

350,500

减持

CHTR CHARTER COMMUNICATIONS INC N

-$9.1M

26,513 -40%

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

BIIB BIOGEN INC

-$8.8M

0 -100%

清仓

— ALCON AG

-$7.8M

0 -100%

清仓

— IMMUNOGEN INC

-$7.4M

0 -100%

建仓

XENE XENON PHARMACEUTICALS INC

+$6.8M

146,800

清仓

— AKERO THERAPEUTICS INC

-$5.1M

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$4.8M

48,000 +13%

清仓

BLCO BAUSCH PLUS LOMB CORP

-$4.2M

0 -100%

减持

UBER UBER TECHNOLOGIES INC

+$4.0M

445,357 -13%

清仓

SHC SOTERA HEALTH CO

-$3.9M

0 -100%

清仓

THC TENET HEALTHCARE CORP

-$3.9M

0 -100%

建仓

— SPRINGWORKS THERAPEUTICS INC

+$3.7M

101,126

建仓

ACAD ACADIA PHARMACEUTICALS INC

+$3.7M

117,341

建仓

ALNY ALNYLAM PHARMACEUTICALS INC

+$3.6M

18,922

清仓

DXCM DEXCOM INC

-$3.6M

0 -100%

清仓

CRL CHARLES RIV LABS INTL INC

-$3.4M

0 -100%

清仓

KNF KNIFE RIVER CORP

-$3.3M

0 -100%

建仓

ATRC ATRICURE INC

+$3.1M

87,100

建仓

CPRX CATALYST PHARMACEUTICALS INC

+$3.1M

184,527

增持

DCBO DOCEBO INC

+$3.0M

192,892 +23%

增持

— UNIQURE NV

+$2.4M

362,349 +2917%

清仓

PODD INSULET CORP

-$1.9M

0 -100%

建仓

CYTK CYTOKINETICS INC

+$1.9M

22,510

建仓

MSFT MICROSOFT CORP

+$1.2M

3,275

减持

BBWI BATH & BODY WORKS INC

+$947.4K

332,327 -16%

建仓

NEXT NEXTDECADE CORP

+$323.6K

67,837

清仓

— SURROZEN INC

-$30.2K

0 -100%