尚普蘭投資合夥人

尚普蘭投資合夥人

��告期

Q4 2025

組合日期

31 Dec 2025

持股數

128

市值

$9.9B

前五大持倉

PEN

$PEN

Penumbra, Inc.

1.89%

佔比

NTNX

$NTNX

Nutanix, Inc.

1.79%

佔比

ESAB

$ESAB

ESAB Corporation

1.72%

佔比

MSA

$MSA

MSA Safety Incorporated

1.72%

佔比

CFLT

$CFLT

Confluent, Inc.

1.68%

佔比

全部持倉

PEN

$PEN

1.89%

NTNX

$NTNX

1.79%

ESAB

$ESAB

1.72%

MSA

$MSA

1.72%

CFLT

$CFLT

1.68%

RGEN

$RGEN

1.67%

WING

$WING

1.64%

GTLB

$GTLB

1.55%

CFR

$CFR

1.5%

$EW

1.5%

IEX

$IEX

1.5%

COO

$COO

1.47%

MSCI

$MSCI

1.45%

HLNE

$HLNE

1.44%

MTD

$MTD

1.43%

EXAS

$EXAS

1.39%

$WH

1.36%

DPZ

$DPZ

1.34%

RYAN

$RYAN

1.34%

GWW

$GWW

1.33%

$TW

1.32%

WST

$WST

1.32%

OKTA

$OKTA

1.32%

SNPS

$SNPS

1.32%

ACGL

$ACGL

1.29%

AAON

$AAON

1.29%

AME

$AME

1.28%

WAT

$WAT

1.2%

MKC

$MKC

1.2%

PCOR

$PCOR

1.18%

XYL

$XYL

1.16%

SFBS

$SFBS

1.14%

NDSN

$NDSN

1.14%

MDB

$MDB

1.13%

$A

1.11%

VLTO

$VLTO

1.11%

FAST

$FAST

1.1%

FRPT

$FRPT

1.1%

FND

$FND

1.09%

CSL

$CSL

1.09%

CAVA

$CAVA

1.08%

TOST

$TOST

1.04%

AXON

$AXON

1.04%

FDS

$FDS

1.01%

WDAY

$WDAY

1%

PSTG

$PSTG

0.99%

FTV

$FTV

0.99%

LECO

$LECO

0.96%

CHWY

$CHWY

0.95%

KNSL

$KNSL

0.94%

ELF

$ELF

0.93%

AKAM

$AKAM

0.93%

VEEV

$VEEV

0.92%

BWIN

$BWIN

0.89%

BRO

$BRO

0.89%

TECH

$TECH

0.84%

STE

$STE

0.83%

SFM

$SFM

0.83%

ADSK

$ADSK

0.82%

HLI

$HLI

0.81%

PANW

$PANW

0.78%

$ZS

0.76%

WCN

$WCN

0.73%

DDOG

$DDOG

0.69%

GGG

$GGG

0.69%

CSW

$CSW

0.64%

GMED

$GMED

0.63%

CART

$CART

0.63%

CBSH

$CBSH

0.6%

BRZE

$BRZE

0.58%

NOVT

$NOVT

0.58%

KAI

$KAI

0.53%

SSD

$SSD

0.52%

CVLT

$CVLT

0.52%

PLNT

$PLNT

0.51%

SXI

$SXI

0.51%

SPXC

$SPXC

0.51%

TTD

$TTD

0.5%

FFIN

$FFIN

0.5%

RBA

$RBA

0.49%

JBTM

$JBTM

0.49%

$S

0.48%

SKWD

$SKWD

0.48%

EPAC

$EPAC

0.48%

ATRC

$ATRC

0.47%

ALKT

$ALKT

0.46%

PRCT

$PRCT

0.46%

PLMR

$PLMR

0.45%

OTC-CBCY

$OTC-CBCY

0.43%

$OS

0.39%

MNST

$MNST

0.39%

NVT

$NVT

0.39%

GKOS

$GKOS

0.38%

RLI

$RLI

0.38%

VCEL

$VCEL

0.38%

RBC

$RBC

0.37%

KRMN

$KRMN

0.36%

PJT

$PJT

0.36%

BRKR

$BRKR

0.36%

SNEX

$SNEX

0.36%

MOD

$MOD

0.35%

MMSI

$MMSI

0.33%

VVV

$VVV

0.31%

WTS

$WTS

0.31%

SXT

$SXT

0.3%

GABC

$GABC

0.3%

VCYT

$VCYT

0.29%

BRC

$BRC

0.29%

MZTI

$MZTI

0.29%

PHR

$PHR

0.28%

SYBT

$SYBT

0.27%

RAL

$RAL

0.26%

BANF

$BANF

0.26%

CAI

$CAI

0.26%

CELH

$CELH

0.25%

SIBN

$SIBN

0.22%

BRBR

$BRBR

0.2%

OSW

$OSW

0.2%

AMSF

$AMSF

0.19%

INSP

$INSP

0.19%

MKTX

$MKTX

0.19%

EAT

$EAT

0.18%

SHAK

$SHAK

0.18%

FWRG

$FWRG

0.17%

STVN

$STVN

0.16%

VERX

$VERX

0.15%

TRNS

$TRNS

0.14%

NOW

$NOW

0%

近期賣出

1EG - Everest Group, Ltd.384,141 shares

2ROK - Rockwell Automation, Inc.356,115 shares

3HRL - Hormel Foods Corporation2,961,282 shares

4DXCM - DexCom, Inc.1,086,120 shares

5ULTA - Ulta Beauty, Inc.122,920 shares

6WSFS - WSFS Financial Corporation1,194,893 shares

7CLX - The Clorox Company521,745 shares

8IRTC - iRhythm Technologies, Inc.365,627 shares

9SMPL - The Simply Good Foods Company2,496,072 shares

10ESE - ESCO Technologies Inc.259,805 shares