SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CIK 1638555 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $5.7B
- Posisi
- 155
- Per tanggal
- 30 Juni 2026
#732 dari 9.443 berdasarkan nilai 13F · top 7.8%
Nilai portofolio QoQ: +52.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 32,80%
- Bobot 25 kepemilikan teratas
- 53,13%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 48,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 41,6% Perkiraan pembelian $2.904.320.969 · penjualan $1.957.222.919
Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 31,1% masih dipegang
- Posisi baru
- 86
- Meningkat
- 28
- Menurun
- 37
- Tertutup
- 42
Eksposur put-notional: 19,6% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +64.4% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 97,9% · Opsi dikecualikan: 37,9%
Rincian sektor
Technology
54,2%
Healthcare
13,9%
Consumer Discretionary
9,5%
Industrials
8,1%
Energy
2,7%
Real Estate
2,5%
Consumer products
1,6%
Communication Services
1,5%
Retail
1,5%
Utilities
1,0%
Communications
0,6%
Financial Services
0,3%
Materials
0,2%
Telecommunication
0,2%
Lainnya/Tidak terpetakan
2,2%
Portofolio lengkap 155 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SMH SMH | $468.305.460 | 8,23% | 714.000 | Opsi jual | $345.617.460 | Naik ×2 | |
| SNDK Sandisk Corporation - Common Stock | $353.342.189 | 6,21% | 155.402 | $235.501.232 | Turun ×3 | ||
| GH Guardant Health, Inc. - Common Stock | $145.183.581 | 2,55% | 967.697 | $65.476.122 | Naik ×3 | ||
| MKSI MKS Inc. - Common Stock | $142.261.718 | 2,50% | 319.833 | $77.407.957 | Naik ×1 | ||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $139.353.918 | 2,45% | 887.435 | $58.965.448 | Turun ×1 | ||
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | $136.205.745 | 2,39% | 1.692.838 | $38.496.847 | Turun ×2 | ||
| TSEM Tower Semiconductor Ltd. - Ordinary Shares | $134.893.450 | 2,37% | 517.547 | $13.451.639 | Turun ×3 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $124.115.217 | 2,18% | 449.416 | $95.062.417 | Naik ×1 | ||
| SNOW Snowflake Inc. Common Stock | $112.084.091 | 1,97% | 440.409 | ||||
| HUT Hut 8 Corp. - Common Stock | $110.654.033 | 1,94% | 958.500 | Naik ×1 | |||
| NTRA Natera, Inc. - Common Stock | $105.594.050 | 1,86% | 389.000 | $31.277.166 | Naik ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $103.356.411 | 1,82% | 396.975 | ||||
| NVDA NVIDIA Corporation - Common Stock | $90.035.898 | 1,58% | 449.977 | $11.647.109 | Naik ×1 | ||
| ONTO Onto Innovation Inc. Common Stock | $87.800.400 | 1,54% | 232.000 | Naik ×1 | |||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $87.270.794 | 1,53% | 261.815 | $36.024.445 | Turun ×3 | ||
| SNDK Sandisk Corporation - Common Stock | $79.580.550 | 1,40% | 35.000 | Opsi jual | $4.229.226 | Turun ×3 | |
| SITM SiTime Corporation - Common Stock | $76.761.366 | 1,35% | 102.958 | $40.493.745 | Turun ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $76.368.420 | 1,34% | 177.000 | Opsi jual | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $69.242.445 | 1,22% | 229.500 | Opsi jual | $54.518.345 | Naik ×1 | |
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $67.673.433 | 1,19% | 830.247 | $33.806.404 | Naik ×2 | ||
| COMP Compass, Inc. Class A Common Stock | $66.643.650 | 1,17% | 5.405.000 | $24.965.663 | Turun ×1 | ||
| ORKA Oruka Therapeutics, Inc. - Common Stock | $62.650.506 | 1,10% | 658.301 | Naik ×1 | |||
| IONS Ionis Pharmaceuticals, Inc. - Common Stock | $62.422.083 | 1,10% | 787.263 | $-43.006.755 | Turun ×2 | ||
| GKOS Glaukos Corporation Common Stock | $62.409.828 | 1,10% | 446.550 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $58.860.503 | 1,03% | 123.250 | $16.562.343 | Turun ×3 | ||
| INTC Intel Corporation - Common Stock | $56.270.890 | 0,99% | 403.000 | Opsi jual | |||
| ABVX Abivax SA - American Depositary Shares | $54.636.600 | 0,96% | 410.000 | Naik ×1 | |||
| SN SharkNinja, Inc. Ordinary Shares | $54.400.894 | 0,96% | 357.266 | $48.046.894 | Naik ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $53.877.560 | 0,95% | 160.915 | $13.555.479 | |||
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | $53.642.409 | 0,94% | 197.251 | $50.912.388 | Naik ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $53.214.777 | 0,94% | 257.911 | ||||
| RSI Rush Street Interactive, Inc. Class A Common Stock | $50.989.200 | 0,90% | 1.714.499 | $44.746.950 | Naik ×1 | ||
| ALKS Alkermes plc - Ordinary Shares | $49.787.510 | 0,88% | 950.234 | Naik ×1 | |||
| HTFL Heartflow, Inc. - Common Stock | $49.721.060 | 0,87% | 1.694.651 | $28.016.437 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $49.399.620 | 0,87% | 114.000 | $25.897.020 | Naik ×1 | ||
| FLEX Flex Ltd. - Ordinary Shares | $49.369.439 | 0,87% | 304.618 | Naik ×1 | |||
| ARM Arm Holdings plc - American Depositary Shares | $47.866.950 | 0,84% | 135.000 | Opsi beli | $47.110.550 | Naik ×1 | |
| GOOGL Alphabet Inc. - Class A Common Stock | $46.458.100 | 0,82% | 130.000 | Opsi beli | Naik ×1 | ||
| BBIO BridgeBio Pharma, Inc. - Common Stock | $46.261.390 | 0,81% | 621.125 | $20.060.160 | Naik ×1 | ||
| FPS Forgent Power Solutions, Inc. Class A Common Stock | $46.125.054 | 0,81% | 825.726 | $25.614.804 | Naik ×1 | ||
| XMTR Xometry, Inc. - Class A Common Stock | $45.267.880 | 0,80% | 469.000 | $16.288.674 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $43.965.000 | 0,77% | 300.000 | Opsi beli | |||
| MRVL Marvell Technology, Inc. - Common Stock | $43.938.775 | 0,77% | 147.500 | Opsi jual | Naik ×1 | ||
| ESTA Establishment Labs Holdings Inc. - Common Shares | $42.174.414 | 0,74% | 491.486 | $19.870.946 | Naik ×2 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $41.620.950 | 0,73% | 21.000 | $27.831.050 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $40.954.155 | 0,72% | 70.500 | Opsi beli | |||
| AMAT Applied Materials, Inc. - Common Stock | $39.765.000 | 0,70% | 55.000 | Naik ×1 | |||
| WDC Western Digital Corporation - Common Stock | $38.961.920 | 0,68% | 61.000 | Opsi beli | Naik ×1 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $38.422.440 | 0,68% | 386.000 | Opsi beli | $30.597.970 | Naik ×2 | |
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $38.157.000 | 0,67% | 50.000 | ||||
| SPOT Spotify Technology S.A. Ordinary Shares | $38.107.790 | 0,67% | 83.000 | $-5.534.110 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $37.216.740 | 0,65% | 186.000 | Opsi beli | $12.626.340 | Naik ×3 | |
| MDB MongoDB, Inc. - Class A Common Stock | $36.949.000 | 0,65% | 110.000 | Opsi beli | Naik ×1 | ||
| SKY Champion Homes, Inc. Common Stock | $35.248.000 | 0,62% | 400.000 | $7.669.224 | Naik ×1 | ||
| TLN Talen Energy Corporation - Common Stock | $34.583.400 | 0,61% | 90.000 | Naik ×1 | |||
| CVNA Carvana Co. Class A Common Stock | $34.555.500 | 0,61% | 525.000 | $-6.170.228 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $34.553.790 | 0,61% | 87.000 | $1.467.230 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $33.874.400 | 0,60% | 46.000 | Opsi jual | $-98.877.000 | Turun ×1 | |
| HUT Hut 8 Corp. - Common Stock | $33.017.270 | 0,58% | 286.000 | Opsi beli | Naik ×1 | ||
| MEC Mayville Engineering Company, Inc. Common Stock | $29.968.000 | 0,53% | 800.000 | Naik ×1 | |||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $29.754.468 | 0,52% | 235.567 | ||||
| Penerbit tidak dikenal (CUSIP: 15675D103) | $29.716.765 | 0,52% | 134.465 | Naik ×1 | |||
| LSCC Lattice Semiconductor Corporation - Common Stock | $28.756.480 | 0,51% | 188.000 | $-20.499.080 | Turun ×1 | ||
| EQIX Equinix, Inc. - Common Stock | $27.237.651 | 0,48% | 26.130 | Naik ×1 | |||
| TSEM Tower Semiconductor Ltd. - Ordinary Shares | $27.106.560 | 0,48% | 104.000 | Opsi beli | Naik ×1 | ||
| IREN IREN Limited - Ordinary Shares | $26.523.400 | 0,47% | 580.000 | Opsi beli | Naik ×1 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $24.837.000 | 0,44% | 100.000 | $2.497.000 | Naik ×1 | ||
| VICR Vicor Corporation - Common Stock | $24.685.700 | 0,43% | 65.000 | Opsi beli | Naik ×1 | ||
| WULF TeraWulf Inc. - Common Stock | $24.468.808 | 0,43% | 990.640 | Naik ×1 | |||
| FTAI FTAI Aviation Ltd. - Common Stock | $23.400.845 | 0,41% | 86.500 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $23.236.400 | 0,41% | 40.000 | Opsi jual | |||
| FROG JFrog Ltd. - Ordinary shares | $22.720.000 | 0,40% | 250.000 | Opsi beli | |||
| RMBS Rambus, Inc. - Common Stock | $22.565.800 | 0,40% | 170.000 | Opsi beli | |||
| CIFR Cipher Mining Inc. - Common Stock | $22.125.950 | 0,39% | 903.100 | Opsi beli | Naik ×1 | ||
| ABVX Abivax SA - American Depositary Shares | $21.321.600 | 0,37% | 160.000 | Opsi jual | Naik ×1 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $21.241.836 | 0,37% | 213.400 | Opsi jual | |||
| Penerbit tidak dikenal (CUSIP: 31556C106) | $21.168.191 | 0,37% | 724.194 | Naik ×1 | |||
| ON ON Semiconductor Corporation - Common Stock | $21.082.420 | 0,37% | 223.000 | Opsi jual | $12.104.020 | Naik ×1 | |
| FND Floor & Decor Holdings, Inc. Common Stock | $20.776.000 | 0,37% | 350.000 | ||||
| AEIS Advanced Energy Industries, Inc. - Common Stock | $20.507.850 | 0,36% | 55.000 | $-33.196.903 | Turun ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $19.856.000 | 0,35% | 200.000 | Opsi beli | |||
| CSTL Castle Biosciences, Inc. - Common stock | $19.673.197 | 0,35% | 824.872 | $-3.420.620 | Turun ×2 | ||
| LBRT Liberty Energy Inc. Class A common stock | $19.642.500 | 0,35% | 750.000 | Naik ×1 | |||
| ALAB Astera Labs, Inc. - Common Stock | $19.320.800 | 0,34% | 40.000 | Opsi jual | |||
| CRUS Cirrus Logic, Inc. - Common Stock | $19.029.812 | 0,33% | 128.121 | $-9.861.070 | Turun ×1 | ||
| IGV | $18.120.000 | 0,32% | 200.000 | Opsi jual | |||
| Penerbit tidak dikenal (CUSIP: G2R11M108) | $17.641.240 | 0,31% | 359.585 | Naik ×1 | |||
| COMP Compass, Inc. Class A Common Stock | $16.029.000 | 0,28% | 1.300.000 | Opsi beli | $12.374.000 | Naik ×1 | |
| AEVA Aeva Technologies, Inc. - Common Stock | $15.796.000 | 0,28% | 550.000 | $3.688.800 | Turun ×1 | ||
| CAVA CAVA Group, Inc. Common Stock | $15.696.000 | 0,28% | 200.000 | Naik ×1 | |||
| OUST Ouster, Inc. - Common Stock | $15.630.000 | 0,27% | 250.000 | Naik ×1 | |||
| VIAV Viavi Solutions Inc. - Common Stock | $15.280.000 | 0,27% | 320.000 | Opsi jual | $12.551.040 | Naik ×1 | |
| AEVA Aeva Technologies, Inc. - Common Stock | $14.360.000 | 0,25% | 500.000 | Opsi beli | Naik ×1 | ||
| DOCN DigitalOcean Holdings, Inc. Common Stock | $14.132.700 | 0,25% | 90.000 | Opsi beli | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $14.060.500 | 0,25% | 50.000 | Opsi jual | $10.909.430 | Naik ×1 | |
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $13.211.100 | 0,23% | 162.000 | Opsi beli | Naik ×1 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $12.894.030 | 0,23% | 23.000 | Opsi beli | |||
| AAON AAON, Inc. - Common Stock | $12.686.000 | 0,22% | 100.000 | $-5.932.750 | Turun ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $12.578.000 | 0,22% | 200.000 | Opsi beli | $-5.056.000 | Turun ×1 | |
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $12.427.650 | 0,22% | 45.000 | Opsi jual | $-16.625.150 | Turun ×1 | |
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SNOW | $112.084.091 | 440.409 | 1,97% |
| HUT | $110.654.033 | 958.500 | 1,94% |
| DDOG | $103.356.411 | 396.975 | 1,82% |
| ONTO | $87.800.400 | 232.000 | 1,54% |
| DELL | $76.368.420 | 177.000 | 1,34% |
| ORKA | $62.650.506 | 658.301 | 1,10% |
| GKOS | $62.409.828 | 446.550 | 1,10% |
| INTC | $56.270.890 | 403.000 | 0,99% |
| ABVX | $54.636.600 | 410.000 | 0,96% |
| TWLO | $53.214.777 | 257.911 | 0,94% |
| ALKS | $49.787.510 | 950.234 | 0,88% |
| FLEX | $49.369.439 | 304.618 | 0,87% |
| GOOGL | $46.458.100 | 130.000 | 0,82% |
| ORCL | $43.965.000 | 300.000 | 0,77% |
| MRVL | $43.938.775 | 147.500 | 0,77% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SMH | Beli lebih banyak | +394K | +$345.6M |
| SNDK | Dipangkas | -30K | +$235.5M |
| QQQ | Dipangkas | -184K | -$98.9M |
| NBIS | Beli lebih banyak | +169K | +$95.1M |
| MKSI | Beli lebih banyak | +38K | +$77.4M |
| GH | Beli lebih banyak | +105K | +$65.5M |
| DOCN | Dipangkas | -50K | +$59.0M |
| KLAC | Beli lebih banyak | +220K | +$54.5M |
| IONS | Dipangkas | -617K | -$43.0M |
| SITM | Dipangkas | -2K | +$40.5M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VRNA | 31 Des. 2025 | 1.785.407 | $190.520.781 | Tidak lagi dilacak |
| GEV | 31 Maret 2026 | 243.322 | $159.027.960 | 11,2% |
| IWM | 30 Juni 2026 | 575.000 | $142.600.000 | Tidak lagi dilacak |
| QQQ | 31 Des. 2025 | 180.000 | $108.066.600 | |
| INSM | 30 Juni 2026 | 653.445 | $106.851.326 | 17,6% |
| CDTX | 31 Maret 2026 | 477.527 | $105.480.939 | Tidak lagi dilacak |
| CVLT | 31 Des. 2025 | 492.563 | $92.986.043 | 4,9% |
| TTD | 30 Sep. 2025 | 1.276.307 | $91.881.341 | -73,0% |
| TSLA | 30 Sep. 2025 | 276.500 | $87.832.990 | -21,6% |
| QQQ | 30 Juni 2025 | 181.200 | $84.968.304 | |
| ALAB | 31 Maret 2026 | 510.000 | $84.843.600 | 164,3% |
| SMH | 30 Juni 2025 | 400.000 | $84.588.000 | 101,4% |
| MDB | 31 Maret 2025 | 357.604 | $83.253.787 | 138,6% |
| MRVL | 31 Maret 2025 | 688.000 | $75.989.600 | 300,1% |
| AKAM | 30 Juni 2026 | 643.000 | $73.848.550 | -7,0% |
| ARGX | 31 Maret 2026 | 82.620 | $69.479.289 | 41,9% |
| ETN | 30 Juni 2026 | 190.000 | $67.957.300 | -1,2% |
| IWM | 31 Des. 2025 | 277.700 | $67.192.292 | Tidak lagi dilacak |
| AXON | 31 Des. 2025 | 92.015 | $66.033.645 | 7,2% |
| AMZN | 30 Sep. 2025 | 296.600 | $65.071.074 | 17,4% |
| MSFT | 31 Maret 2025 | 146.000 | $61.539.000 | 28,4% |
| MELI | 30 Juni 2026 | 34.000 | $58.786.680 | 14,1% |
| GNRC | 30 Sep. 2025 | 410.000 | $58.716.100 | 26,0% |
| DOCS | 30 Juni 2025 | 1.004.754 | $58.305.875 | -58,4% |
| AMZN | 31 Maret 2026 | 244.000 | $56.320.080 | 23,8% |
| KLAC | 31 Des. 2025 | 51.700 | $55.763.620 | -84,7% |
| MSFT | 31 Maret 2026 | 113.163 | $54.727.890 | 30,2% |
| JPM | 30 Juni 2025 | 200.000 | $49.060.000 | 22,6% |
| LLY | 31 Maret 2025 | 63.192 | $48.784.224 | 51,3% |
| MNTN | 30 Sep. 2025 | 2.116.527 | $46.288.445 | -31,9% |
| META | 31 Maret 2026 | 70.000 | $46.206.300 | -4,1% |
| META | 30 Juni 2025 | 80.000 | $46.108.800 | -25,6% |
| SRPT | 31 Maret 2025 | 379.150 | $46.100.849 | -69,4% |
| AAPL | 30 Juni 2026 | 173.000 | $43.905.670 | 6,5% |
| LNG | 30 Sep. 2025 | 175.000 | $42.616.000 | 19,0% |
| MELI | 31 Des. 2025 | 18.176 | $42.476.221 | -3,8% |
| JBL | 31 Des. 2025 | 192.100 | $41.718.357 | 39,9% |
| COIN | 30 Sep. 2025 | 119.000 | $41.708.310 | -44,5% |
| PVLA | 31 Maret 2026 | 389.420 | $40.760.591 | 16,2% |
| TEAM | 30 Juni 2025 | 189.869 | $40.292.100 | -16,2% |
| PRIM | 31 Maret 2025 | 526.883 | $40.253.861 | 38,4% |
| UPWK | 31 Maret 2026 | 2.025.000 | $40.135.500 | -21,2% |
| ALGM | 30 Sep. 2025 | 1.154.000 | $39.455.260 | 28,4% |
| MU | 31 Maret 2026 | 130.100 | $37.131.841 | 191,5% |
| APO | 30 Sep. 2025 | 260.000 | $36.886.200 | -1,3% |
| VST | 31 Maret 2025 | 264.921 | $36.524.658 | 18,5% |
| HUBS | 31 Maret 2026 | 90.000 | $36.117.000 | -4,3% |
| LITE | 30 Juni 2026 | 50.700 | $35.629.932 | 7,3% |
| CRWD | 31 Maret 2026 | 75.000 | $35.157.000 | -52,0% |
| HD | 31 Maret 2026 | 100.000 | $34.410.000 | 2,0% |
| NRG | 30 Juni 2026 | 220.000 | $32.150.800 | -21,6% |
| RCL | 31 Maret 2026 | 115.000 | $32.075.800 | 6,3% |
| FIVE | 31 Maret 2026 | 170.000 | $32.021.200 | 5,9% |
| EXAS | 30 Sep. 2025 | 599.985 | $31.883.203 | Tidak lagi dilacak |
| KKR | 31 Des. 2025 | 245.000 | $31.837.750 | -14,8% |
| ODFL | 31 Maret 2026 | 200.000 | $31.360.000 | 6,3% |
| TWLO | 31 Des. 2025 | 311.000 | $31.127.990 | 52,8% |
| MTUM | 31 Maret 2025 | 150.000 | $31.038.000 | Tidak lagi dilacak |
| WGS | 30 Juni 2026 | 479.418 | $30.788.224 | 18,5% |
| NFLX | 30 Juni 2025 | 33.000 | $30.773.490 | -94,1% |
| FRSH | 31 Maret 2025 | 1.893.000 | $30.609.810 | -9,5% |
| UPST | 31 Des. 2025 | 600.000 | $30.480.000 | -33,1% |
| AAPL | 31 Des. 2025 | 119.700 | $30.479.211 | 13,3% |
| HOOD | 30 Juni 2025 | 725.000 | $30.174.500 | 13,5% |
| IGV | 31 Maret 2025 | 300.000 | $30.036.000 | Tidak lagi dilacak |
| ALKT | 30 Sep. 2025 | 965.959 | $29.114.004 | -19,3% |
| IGV | 31 Maret 2026 | 275.000 | $29.064.750 | Tidak lagi dilacak |
| LNG | 30 Juni 2026 | 100.000 | $28.376.000 | 17,0% |
| NEE | 30 Juni 2025 | 400.000 | $28.356.000 | 22,4% |
| LII | 30 Juni 2025 | 50.000 | $28.041.500 | -29,2% |
| ESTC | 31 Des. 2025 | 331.000 | $27.966.190 | 11,6% |
| FND | 31 Des. 2025 | 375.000 | $27.637.500 | -10,1% |
| PANW | 31 Maret 2026 | 150.000 | $27.630.000 | 114,6% |
| RMBS | 31 Des. 2025 | 265.000 | $27.613.000 | 0,1% |
| NRG | 31 Maret 2025 | 304.933 | $27.511.055 | 20,0% |
| POWL | 31 Maret 2026 | 84.963 | $27.084.505 | 10,5% |
| BILL | 31 Maret 2025 | 318.000 | $26.937.780 | 3,2% |
| NET | 30 Juni 2026 | 128.000 | $26.411.520 | 12,3% |
| FSLR | 31 Maret 2026 | 100.000 | $26.123.000 | 8,9% |
| ENPH | 30 Sep. 2025 | 650.000 | $25.772.500 | 10,5% |
| FSLR | 31 Maret 2025 | 146.000 | $25.731.040 | 70,0% |
| VST | 30 Sep. 2025 | 125.000 | $24.226.250 | -29,0% |
| W | 30 Juni 2026 | 320.000 | $24.067.200 | 9,6% |
| PRCT | 30 Juni 2025 | 410.292 | $23.903.612 | -63,4% |
| NPWR | 31 Maret 2025 | 2.250.000 | $23.827.500 | -35,7% |
| AZEK | 31 Maret 2025 | 500.262 | $23.747.437 | Tidak lagi dilacak |
| STX | 30 Juni 2026 | 60.000 | $23.505.600 | -11,0% |
| FVRR | 31 Maret 2025 | 738.000 | $23.416.740 | -61,3% |
| DY | 31 Maret 2026 | 67.000 | $22.639.300 | 19,7% |
| ZTS | 30 Sep. 2025 | 145.000 | $22.612.750 | -47,6% |
| AORT | 30 Juni 2026 | 605.722 | $22.181.540 | 25,0% |
| AKRO | 31 Des. 2025 | 459.352 | $21.810.033 | Tidak lagi dilacak |
| OKLO | 31 Maret 2025 | 1.000.000 | $21.230.000 | 98,6% |
| IREN | 31 Des. 2025 | 446.000 | $20.930.780 | 19,6% |
| AR | 31 Maret 2025 | 595.900 | $20.886.295 | -6,8% |
| RIVN | 30 Juni 2025 | 1.660.000 | $20.667.000 | 18,9% |
| ASND | 31 Des. 2025 | 100.000 | $19.881.000 | 20,9% |
| ACVA | 30 Sep. 2025 | 1.202.026 | $19.496.862 | -23,5% |
| IRM | 31 Des. 2025 | 185.000 | $18.858.900 | 50,5% |
| CMI | 30 Juni 2026 | 35.000 | $18.830.700 | -16,0% |
| HD | 30 Sep. 2025 | 50.000 | $18.332.000 | -17,2% |
| VICR | 31 Maret 2025 | 368.100 | $17.786.592 | 347,2% |
| ORCL | 31 Des. 2025 | 63.000 | $17.718.120 | -24,9% |
| PRIM | 30 Juni 2026 | 123.000 | $17.593.920 | -19,8% |
| ACLS | 31 Maret 2025 | 250.000 | $17.467.500 | 152,4% |
| DASH | 30 Juni 2025 | 95.500 | $17.454.535 | -11,0% |
| CRWD | 31 Maret 2025 | 50.000 | $17.108.000 | -46,9% |
| AVGO | 30 Juni 2025 | 102.000 | $17.077.860 | 35,2% |
| ANET | 31 Des. 2025 | 113.967 | $16.606.132 | 43,8% |
| AMAT | 31 Maret 2025 | 100.000 | $16.263.000 | 240,5% |
| NRG | 30 Sep. 2025 | 100.000 | $16.058.000 | -29,2% |
| DUOL | 30 Juni 2025 | 50.000 | $15.527.000 | -64,6% |
| GKOS | 30 Sep. 2025 | 150.000 | $15.493.500 | 126,6% |
| LENZ | 31 Des. 2025 | 323.857 | $15.085.259 | -70,1% |
| AMD | 31 Maret 2026 | 70.000 | $14.991.200 | 131,4% |
| RRX | 30 Juni 2026 | 80.000 | $14.980.800 | -29,0% |
| QCOM | 31 Des. 2025 | 90.000 | $14.972.400 | -5,9% |
| ADPT | 31 Des. 2025 | 998.252 | $14.933.850 | 54,4% |
| EQT | 30 Sep. 2025 | 253.070 | $14.759.042 | -1,1% |
| VIA | 31 Maret 2026 | 490.625 | $14.233.031 | 77,0% |
| DT | 30 Juni 2025 | 300.000 | $14.145.000 | -12,7% |
| KRYS | 31 Maret 2025 | 90.000 | $14.099.400 | 89,2% |
| AAON | 31 Des. 2025 | 150.000 | $14.016.000 | 6,4% |
| DHI | 31 Maret 2025 | 100.000 | $13.982.000 | 16,7% |
| OLED | 30 Juni 2025 | 100.000 | $13.948.000 | -44,2% |
| GTLB | 31 Des. 2025 | 307.000 | $13.839.560 | 8,9% |
| TPG | 30 Sep. 2025 | 250.000 | $13.112.500 | -8,2% |
| AMAT | 31 Des. 2025 | 64.000 | $13.103.360 | 92,3% |
| LEN | 30 Juni 2026 | 150.000 | $13.026.000 | -4,5% |
| SOFI | 30 Juni 2026 | 800.000 | $12.704.000 | 4,1% |
| PLTR | 31 Maret 2026 | 70.000 | $12.442.500 | 18,3% |
| BABA | 30 Sep. 2025 | 107.000 | $12.134.870 | -31,6% |
| BX | 30 Sep. 2025 | 80.000 | $11.966.400 | -16,1% |
| CLBT | 31 Maret 2025 | 542.138 | $11.943.300 | -42,1% |
| MIR | 31 Maret 2026 | 500.000 | $11.710.000 | -18,1% |
| WFC | 30 Juni 2026 | 146.000 | $11.623.060 | 2,4% |
| SN | 31 Maret 2025 | 119.205 | $11.605.799 | 116,4% |
| ESLT | 30 Sep. 2025 | 25.700 | $11.552.150 | 46,6% |
| TTAN | 30 Juni 2025 | 120.000 | $11.413.200 | -14,8% |
| FSLY | 30 Juni 2026 | 391.481 | $11.376.438 | 28,3% |
| ENPH | 30 Juni 2026 | 300.000 | $11.343.000 | -20,6% |
| KLAC | 31 Maret 2025 | 18.000 | $11.342.160 | -72,7% |
| DASH | 31 Maret 2026 | 50.000 | $11.324.000 | 46,2% |
| NET | 30 Juni 2025 | 100.000 | $11.269.000 | 40,6% |
| APTV | 30 Sep. 2025 | 160.000 | $10.915.200 | -44,6% |
| LIF | 31 Maret 2026 | 170.000 | $10.903.800 | 9,9% |
| MCHP | 31 Maret 2025 | 190.000 | $10.896.500 | 57,7% |
| LMND | 31 Des. 2025 | 200.000 | $10.706.000 | -27,8% |
| ESTC | 30 Juni 2025 | 120.000 | $10.692.000 | -0,1% |
| PHM | 30 Sep. 2025 | 100.000 | $10.546.000 | -3,1% |
| WAY | 31 Maret 2026 | 316.723 | $10.372.678 | 2,7% |
| GLBE | 30 Juni 2026 | 335.000 | $10.334.750 | 16,0% |
| NOW | 31 Des. 2025 | 11.000 | $10.123.080 | -15,4% |
| QS | 30 Sep. 2025 | 1.500.000 | $10.080.000 | -51,3% |
| ACN | 31 Maret 2026 | 37.500 | $10.061.250 | -7,9% |
| RBRK | 30 Juni 2026 | 200.000 | $9.794.000 | 20,0% |
| PLTR | 30 Sep. 2025 | 70.000 | $9.542.400 | -5,2% |
| CMI | 30 Juni 2025 | 30.000 | $9.403.200 | 82,9% |
| JOBY | 31 Maret 2026 | 700.000 | $9.240.000 | -7,6% |
| W | 31 Des. 2025 | 100.000 | $8.933.000 | 0,9% |
| IESC | 30 Juni 2025 | 53.000 | $8.750.830 | 127,7% |
| MNDY | 31 Des. 2025 | 45.000 | $8.716.050 | -40,0% |
| WIX | 31 Maret 2025 | 40.000 | $8.582.000 | -50,8% |
| BE | 31 Des. 2025 | 100.000 | $8.457.000 | 137,2% |
| CAR | 30 Sep. 2025 | 50.000 | $8.452.500 | -9,3% |
| PL | 31 Des. 2025 | 650.000 | $8.437.000 | 14,3% |
| ON | 30 Sep. 2025 | 160.000 | $8.385.600 | 52,3% |
| MA | 30 Juni 2025 | 15.000 | $8.221.800 | 2,4% |
| CRM | 31 Maret 2026 | 30.000 | $7.947.300 | 10,1% |
| CAI | 30 Sep. 2025 | 296.000 | $7.909.120 | -17,6% |
| VG | 30 Juni 2026 | 500.000 | $7.880.000 | 28,3% |
| NVMI | 31 Maret 2025 | 40.000 | $7.878.000 | 106,9% |
| AEYE | 31 Maret 2025 | 515.279 | $7.837.394 | -36,1% |
| SPHB | 30 Sep. 2025 | 80.000 | $7.802.400 | Tidak lagi dilacak |
| FCX | 30 Juni 2025 | 200.000 | $7.572.000 | 77,9% |
| AMPL | 31 Des. 2025 | 691.000 | $7.407.520 | 9,5% |
| DKNG | 30 Juni 2025 | 220.000 | $7.306.200 | -41,7% |
| TRMB | 31 Maret 2026 | 93.000 | $7.286.550 | -8,8% |
| RUM | 30 Sep. 2025 | 800.000 | $7.184.000 | 17,8% |
| CFLT | 31 Des. 2025 | 340.000 | $6.732.000 | Tidak lagi dilacak |
| FFIV | 30 Juni 2026 | 23.000 | $6.654.590 | -8,9% |
| LEN | 31 Maret 2025 | 48.000 | $6.545.760 | -24,7% |
| IONQ | 31 Des. 2025 | 106.000 | $6.519.000 | -5,3% |
| AGYS | 31 Maret 2026 | 54.000 | $6.417.360 | 57,9% |
| FIG | 30 Juni 2026 | 300.000 | $6.342.000 | 48,5% |
| EXPE | 30 Juni 2025 | 36.000 | $6.051.600 | 90,8% |
| NOW | 30 Juni 2025 | 7.500 | $5.971.050 | -36,9% |
| WMT | 30 Sep. 2025 | 60.000 | $5.866.800 | 0,1% |
| PRLB | 30 Juni 2026 | 100.000 | $5.702.000 | -3,5% |
| CARR | 30 Juni 2026 | 100.000 | $5.631.000 | -16,9% |
| ALLY | 30 Juni 2025 | 150.000 | $5.470.500 | 10,4% |
| BE | 30 Juni 2026 | 40.000 | $5.419.600 | -31,9% |
| UBER | 30 Juni 2026 | 75.000 | $5.394.750 | 8,4% |
| QS | 31 Maret 2026 | 500.000 | $5.210.000 | -6,0% |
| QS | 31 Maret 2025 | 1.000.000 | $5.190.000 | 44,1% |
| STC | 31 Des. 2025 | 70.500 | $5.169.060 | -1,4% |
| RDWR | 30 Juni 2026 | 195.000 | $5.132.400 | -12,2% |
| GDS | 31 Des. 2025 | 126.000 | $4.876.200 | -4,7% |
| PAY | 31 Des. 2025 | 158.000 | $4.834.800 | 20,5% |
| BRZE | 30 Juni 2026 | 200.000 | $4.722.000 | 38,3% |
| HNGE | 31 Maret 2026 | 100.000 | $4.645.000 | 126,0% |
| INTC | 31 Maret 2026 | 125.000 | $4.612.500 | 108,3% |
| SMCI | 31 Des. 2025 | 95.000 | $4.554.300 | 27,2% |
| LRCX | 30 Sep. 2025 | 46.500 | $4.526.310 | 134,5% |
| BLND | 31 Des. 2025 | 1.230.000 | $4.489.500 | -50,7% |
| NBIS | 30 Juni 2025 | 210.000 | $4.433.100 | 312,7% |
| CIEN | 30 Sep. 2025 | 53.500 | $4.351.155 | 174,3% |
| RGTI | 31 Des. 2025 | 146.000 | $4.349.340 | -24,9% |
| SAIL | 31 Maret 2026 | 200.000 | $4.046.000 | 36,3% |
| KC | 30 Juni 2026 | 300.000 | $4.008.000 | 23,8% |
| ROKU | 31 Des. 2025 | 40.000 | $4.005.200 | 45,2% |
| SOFI | 31 Des. 2025 | 150.000 | $3.963.000 | -28,7% |
| SITM | 31 Maret 2025 | 18.000 | $3.861.540 | 311,7% |
| SEMR | 30 Juni 2025 | 400.000 | $3.732.000 | Tidak lagi dilacak |
| GFS | 31 Des. 2025 | 100.000 | $3.584.000 | 35,9% |
| CSCO | 30 Sep. 2025 | 50.000 | $3.469.000 | 62,3% |
| INTA | 30 Sep. 2025 | 65.000 | $3.355.300 | -3,5% |
| PCOR | 30 Juni 2025 | 50.000 | $3.301.000 | -9,1% |
| NTAP | 31 Maret 2026 | 30.000 | $3.212.700 | 88,5% |
| DOCS | 30 Juni 2026 | 130.000 | $3.029.000 | 23,0% |
| KMTS | 30 Juni 2026 | 147.273 | $2.935.151 | 7,0% |
| UBER | 30 Juni 2025 | 40.000 | $2.914.400 | -16,2% |
| TYL | 30 Juni 2025 | 5.000 | $2.906.950 | -42,0% |
| JBL | 31 Maret 2025 | 20.000 | $2.878.000 | 134,4% |
| STM | 31 Des. 2025 | 100.000 | $2.826.000 | 93,8% |
| TDC | 31 Maret 2025 | 90.000 | $2.803.500 | 22,1% |
| DDOG | 30 Sep. 2025 | 20.380 | $2.737.645 | 61,4% |
| ENTG | 30 Juni 2026 | 23.000 | $2.696.520 | -19,5% |
| BLND | 30 Juni 2025 | 750.000 | $2.512.500 | -54,5% |
| ROG | 30 Sep. 2025 | 36.500 | $2.499.520 | 58,3% |
| KRMN | 30 Juni 2025 | 74.501 | $2.489.823 | 9,9% |
| PLUG | 31 Des. 2025 | 1.000.000 | $2.330.000 | 15,1% |
| TEL | 30 Juni 2026 | 10.000 | $2.090.200 | 0,6% |
| VPG | 30 Juni 2025 | 85.000 | $2.047.650 | 122,6% |
| TEAM | 30 Juni 2026 | 30.000 | $2.047.500 | 118,9% |
| MANH | 30 Juni 2026 | 15.000 | $1.996.800 | 49,0% |
| BE | 30 Juni 2025 | 100.000 | $1.966.000 | 761,5% |
| APH | 30 Juni 2026 | 15.000 | $1.895.250 | -11,6% |
| TDUP | 30 Sep. 2025 | 230.000 | $1.722.700 | -70,7% |
| BLLN | 31 Maret 2026 | 19.783 | $1.619.041 | 20,5% |
| FORM | 31 Des. 2025 | 39.900 | $1.453.158 | 107,2% |
| NVTS | 31 Des. 2025 | 180.000 | $1.299.600 | 85,8% |
| T | 31 Maret 2026 | 50.000 | $1.242.000 | -12,5% |
| OLED | 31 Maret 2026 | 10.000 | $1.167.800 | -6,0% |
| MBLY | 31 Des. 2025 | 70.000 | $988.400 | -12,8% |
| RDDT | 30 Juni 2026 | 7.000 | $942.550 | -11,7% |
| MCHP | 30 Sep. 2025 | 13.000 | $914.810 | 18,9% |
| CLS | 31 Maret 2026 | 3.000 | $886.830 | 7,7% |
| ASML | 30 Sep. 2025 | 1.000 | $801.390 | 81,2% |
| PI | 31 Des. 2025 | 4.000 | $723.000 | -7,4% |
| MLTX | 31 Des. 2025 | 100.000 | $717.000 | 20,3% |
| ADTN | 31 Des. 2025 | 75.000 | $703.500 | -9,3% |
| AMD | 30 Sep. 2025 | 4.000 | $567.600 | 191,0% |
| THRY | 30 Sep. 2025 | 44.169 | $537.095 | -82,9% |
| SLAB | 30 Juni 2025 | 2.700 | $303.939 | 48,0% |