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Heron Bay Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Heron Bay Capital Management
报告期 2026-03-31 · CIK 0001842149
持仓数
78
前50大市值合计
$1.07B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 111 项
建仓 6
增持 52
减持 13
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
VNT
VONTIER CORPORATION
+$47.2M
2,179,193
+169%
增持
LPLA
LPL FINL HLDGS INC
+$45.0M
249,212
+197%
增持
AMZN
AMAZON COM INC
+$36.4M
271,684
+210%
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
SCHW
SCHWAB CHARLES CORP
+$33.8M
614,582
+156%
增持
CPAY
CORPAY INC
+$27.1M
130,106
+264%
增持
FDS
FACTSET RESH SYS INC
+$26.9M
229,302
+191%
增持
GOOGL
ALPHABET INC
+$25.7M
188,284
+107%
增持
KKR
KKR & CO INC
+$24.8M
411,671
+294%
增持
MCK
MCKESSON CORP
+$23.8M
43,464
+158%
增持
CCSI
CONSENSUS CLOUD SOLUTIONS IN
+$21.1M
2,039,062
+63%
增持
LRCX
LAM RESEARCH CORP
+$20.7M
162,121
+99%
增持
META
META PLATFORMS INC
+$19.9M
62,018
+162%
增持
ULTA
ULTA BEAUTY INC
+$19.4M
68,659
+153%
增持
SSNC
SS&C TECH HLDGS
+$18.4M
622,625
+130%
增持
TREX
TREX INC
+$15.1M
465,865
+777%
增持
TRU
TRANSUNION
+$14.2M
425,198
+140%
增持
MEDP
MEDPACE HLDGS INC
+$13.2M
50,293
+159%
增持
PRGS
PROGRESS SOFTWARE CORP
+$12.1M
915,697
+246%
增持
LH
LABCORP HOLDINGS INC
+$11.5M
63,393
+192%
增持
CRM
SALESFORCE INC
+$10.5M
105,389
+203%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$10.1M
89,678
+153%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.1M
35,652
+155%
增持
MSFT
MICROSOFT CORP
+$8.9M
85,389
+82%
增持
IBP
INSTALLED BLDG PRODS INC
+$8.4M
50,565
+162%
增持
ZTS
ZOETIS INC
+$8.1M
111,814
+174%
增持
ADBE
ADOBE INC
+$7.8M
57,262
+230%
增持
MSCI
MSCI INC
+$7.7M
29,723
+106%
增持
BRO
BROWN & BROWN INC
+$7.1M
217,602
+144%
增持
TXN
TEXAS INSTRS INC
+$6.0M
52,763
+114%
增持
TNET
TRINET GROUP INC
+$5.9M
288,397
+267%
增持
ROK
ROCKWELL AUTOMATION INC
+$5.2M
54,172
+48%
增持
CSW
CSW INDUSTRIALS INC
+$4.4M
34,950
+117%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$4.2M
0
-100%
建仓
PINS
PINTEREST INC
+$4.1M
221,311
增持
—
CHECK POINT SOFTWARE TECH LT
+$3.9M
53,942
+165%
建仓
DOCU
DOCUSIGN INC
+$3.8M
80,317
增持
POOL
POOL CORP
+$3.5M
25,448
+256%
建仓
TEAM
ATLASSIAN CORPORATION
+$2.1M
30,551
增持
THQ
ABRDN HEALTHCARE OPPORTUNITI
-$1.4M
594,371
+0%
清仓
BWA
BORGWARNER INC
-$1.3M
0
-100%
增持
CRUS
CIRRUS LOGIC INC
+$1.2M
28,895
+17%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.0M
0
-100%
清仓
QRVO
QORVO INC
-$1.0M
0
-100%
增持
IJR
ISHARES TR
+$956.6K
11,262
+205%
增持
EXEL
EXELIXIS INC
+$948.4K
95,465
+33%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$941.8K
311,443
-0%
清仓
BN
BROOKFIELD CORP
-$885.0K
0
-100%
清仓
NTES
NETEASE INC
-$729.7K
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$724.9K
4,345
+14%
增持
LNTH
LANTHEUS HLDGS INC
+$701.1K
30,992
+25%
增持
AVUV
AMERICAN CENTY ETF TR
+$691.0K
8,954
+206%
减持
GOOG
ALPHABET INC
-$640.2K
13,175
-6%
清仓
—
FIVERR INTL LTD
-$621.8K
0
-100%
增持
ZM
ZOOM COMMUNICATIONS INC
+$614.7K
36,838
+35%
清仓
—
ASML HOLDING N V
-$527.4K
0
-100%
减持
AAPL
APPLE INC
-$502.2K
4,905
-24%
清仓
—
ACCENTURE PLC IRELAND
-$405.9K
0
-100%
清仓
NU
NU HLDGS LTD
-$397.0K
0
-100%
清仓
NICE
NICE LTD
-$386.3K
0
-100%
增持
INCY
INCYTE CORP
+$385.5K
39,955
+17%
清仓
QLTY
GMO ETF TRUST
-$285.3K
0
-100%
清仓
FET
FORUM ENERGY TECHNOLOGIES IN
-$283.4K
0
-100%
清仓
NATR
NATURES SUNSHINE PRODS INC
-$274.8K
0
-100%
清仓
ESP
ESPEY MFG & ELECTRS CORP
-$272.2K
0
-100%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$271.8K
179,813
+0%
建仓
SPYM
SPDR SERIES TRUST
+$260.0K
3,397
增持
PATH
UIPATH INC
-$244.8K
120,900
+25%
增持
HPQ
HP INC
+$243.2K
43,168
+64%
清仓
CRTO
CRITEO S A
-$242.2K
0
-100%
清仓
TACT
TRANSACT TECHNOLOGIES INC
-$236.1K
0
-100%
减持
EXPE
EXPEDIA GROUP INC
-$234.8K
1,290
-31%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$221.1K
4,189
清仓
OOMA
OOMA INC
-$208.8K
0
-100%
建仓
AVDV
AMERICAN CENTY ETF TR
+$207.5K
2,078
减持
—
ITURAN LOCATION AND CONTROL
-$205.9K
4,623
-54%
清仓
UUU
UNIVERSAL SAFETY PRODS INC
-$185.9K
0
-100%
减持
NMAI
NUVEEN MULTI ASSET INCOME FU
-$184.3K
287,763
-0%
清仓
MG
MISTRAS GROUP INC
-$184.2K
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$167.0K
10,380
+48%
减持
CCLD
CARECLOUD INC
-$165.0K
28,990
-69%
清仓
SLSR
SOLARIS RES INC
-$139.8K
0
-100%
清仓
—
AUNA S A
-$138.2K
0
-100%
清仓
NSLR
SURO CAPITAL CORP
-$137.0K
0
-100%
清仓
OPRT
OPORTUN FINL CORP
-$136.3K
0
-100%
清仓
HFFG
HF FOODS GROUP INC
-$129.6K
0
-100%
清仓
ULBI
ULTRALIFE CORP
-$127.1K
0
-100%
清仓
—
TABOOLA.COM LTD
-$126.8K
0
-100%
清仓
PBYI
PUMA BIOTECHNOLOGY INC
-$119.3K
0
-100%
清仓
CPIX
CUMBERLAND PHARMACEUTICALS I
-$116.2K
0
-100%
清仓
VNCE
VINCE HLDG CORP
-$114.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$104.3K
2,225
-3%
增持
ETSY
ETSY INC
+$103.5K
16,963
+26%
减持
—
UPLAND SOFTWARE INC
-$100.8K
27,192
-67%
清仓
BTMD
BIOTE CORP
-$82.9K
0
-100%
清仓
—
BITCOIN DEPOT INC
-$76.2K
0
-100%
清仓
TYGO
TIGO ENERGY INC
-$76.1K
0
-100%
清仓
RFIL
RF INDS LTD
-$75.8K
0
-100%
清仓
TG
TREDEGAR CORP
-$75.8K
0
-100%
清仓
QUAD
QUAD / GRAPHICS INC
-$72.5K
0
-100%
清仓
NEPH
NEPHROS INC
-$65.7K
0
-100%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$62.3K
24,325
-11%
减持
EGHT
8X8 INC NEW
-$60.8K
15,899
-64%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$60.2K
42,114
+22%
清仓
MAPS
WM TECHNOLOGY INC
-$57.0K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$56.7K
841
+6%
清仓
HGBL
HERITAGE GLOBAL INC
-$39.6K
0
-100%
清仓
IMCC
IM CANNABIS CORP
-$36.0K
0
-100%
增持
FRSH
FRESHWORKS INC
-$35.7K
11,223
+9%
增持
PYPL
PAYPAL HLDGS INC
-$34.3K
29,879
+26%
减持
NVDA
NVIDIA CORPORATION
-$32.5K
2,594
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$27.7K
1,309
-15%
