ArrowMark Colorado Holdings LLC 13F 持仓 · 2026年Q2
ArrowMark Colorado Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 296 只证券，申报市值合计 24.02 亿美元。前几大持仓：BIL（3.75%）、MGM（1.54%）、VST（1.48%）。本季前 25 大持仓中：增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $90.0M | 3.75% | 982,494 | 减持 |
| 2 | MGM | MGM RESORTS INTERNATIONAL | $37.0M | 1.54% | 774,495 | 减持 |
| 3 | VST | VISTRA CORP | $35.5M | 1.48% | 224,009 | 减持 |
| 4 | AXGN | AXOGEN INC | $32.9M | 1.37% | 711,795 | 减持 |
| 5 | ABCL | ABCELLERA BIOLOGICS INC | $32.2M | 1.34% | 4.1M | 持平 |
| 6 | FSS | FEDERAL SIGNAL CORP | $29.4M | 1.22% | 228,974 | 减持 |
| 7 | RBA | RB GLOBAL INC | $28.1M | 1.17% | 241,145 | 减持 |
| 8 | HNGE | HINGE HEALTH INC | $27.8M | 1.16% | 335,489 | 减持 |
| 9 | LNG | CHENIERE ENERGY INC | $27.3M | 1.14% | 114,105 | 减持 |
| 10 | DFTX | DEFINIUM THERAPEUTICS INC | $26.5M | 1.10% | 564,069 | 减持 |
| 11 | UNH | UNITEDHEALTH GROUP INC | $26.4M | 1.10% | 63,630 | 减持 |
| 12 | VCYT | VERACYTE INC | $26.0M | 1.08% | 441,986 | 减持 |
| 13 | TPB | TURNING PT BRANDS INC | $24.9M | 1.04% | 294,131 | 减持 |
| 14 | SPXC | SPX TECHNOLOGIES INC | $24.4M | 1.02% | 99,596 | 减持 |
| 15 | WFC | WELLS FARGO & CO | $24.4M | 1.02% | 295,580 | 增持 |
| 16 | MAZE | MAZE THERAPEUTICS INC | $22.9M | 0.95% | 767,383 | 持平 |
| 17 | KEX | KIRBY CORP | $22.1M | 0.92% | 162,464 | 减持 |
| 18 | TNGX | TANGO THERAPEUTICS INC | $22.1M | 0.92% | 708,385 | 持平 |
| 19 | CHDN | CHURCHILL DOWNS INC | $20.9M | 0.87% | 232,896 | 减持 |
| 20 | TRMB | TRIMBLE INC | $20.6M | 0.86% | 402,467 | 减持 |
| 21 | RPRX | ROYALTY PHARMA PLC | $20.5M | 0.85% | 366,199 | 减持 |
| 22 | TNDM | TANDEM DIABETES CARE INC | $19.6M | 0.82% | 1.3M | 减持 |
| 23 | PDFS | PDF SOLUTIONS INC | $19.4M | 0.81% | 274,537 | 减持 |
| 24 | ON | ON SEMICONDUCTOR CORP | $19.1M | 0.80% | 202,230 | 减持 |
| 25 | CW | CURTISS WRIGHT CORP | $19.1M | 0.79% | 25,198 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR