Peregrine Capital Management LLC 13F 持仓 · 2026年Q2
Peregrine Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 282 只证券，申报市值合计 30.78 亿美元。前几大持仓：AMZN（3.35%）、GOOGL（3.35%）、NET（3.07%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $103.2M | 3.35% | 433,027 | 减持 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $103.2M | 3.35% | 288,916 | 减持 |
| 3 | NET | CLOUDFLARE | $94.4M | 3.07% | 384,759 | 减持 |
| 4 | CRWD | CROWDSTRIKE HOLDINGS | $89.4M | 2.91% | 117,191 | 减持 |
| 5 | SNOW | SNOWFLAKE INC. CLASS A | $70.9M | 2.30% | 278,701 | 减持 |
| 6 | ARES | ARES MANAGEMENT CORPORATION | $64.6M | 2.10% | 579,930 | 减持 |
| 7 | LLY | ELI LILLY AND CO | $60.9M | 1.98% | 50,785 | 增持 |
| 8 | NOW | SERVICENOW, INC | $55.2M | 1.79% | 555,593 | 增持 |
| 9 | UBER | UBER TECHNOLOGIES INC | $49.4M | 1.61% | 685,270 | 减持 |
| 10 | V | VISA INC CLASS A | $47.8M | 1.55% | 139,458 | 减持 |
| 11 | DXCM | DEXCOM | $44.8M | 1.45% | 664,581 | 增持 |
| 12 | RDDT | REDDIT INC. CLASS A | $44.6M | 1.45% | 256,904 | 增持 |
| 13 | CDNS | CADENCE DESIGN SYSTEMS | $41.0M | 1.33% | 109,303 | 增持 |
| 14 | MA | MASTERCARD INCORPORATED CL A | $40.3M | 1.31% | 78,383 | 减持 |
| 15 | VEEV | VEEVA SYSTEMS | $40.0M | 1.30% | 225,382 | 增持 |
| 16 | ISRG | INTUITIVE SURGICAL INC | $39.3M | 1.28% | 98,922 | 减持 |
| 17 | PCOR | PROCORE TECHNOLOGIES | $37.5M | 1.22% | 922,897 | 增持 |
| 18 | SHOP | SHOPIFY, INC. CLASS A | $37.5M | 1.22% | 328,206 | 增持 |
| 19 | DKNG | DRAFTKINGS INC. CLASS A | $33.3M | 1.08% | 1.3M | 增持 |
| 20 | ARGX | ARGENX SE SPONSORED ADR | $27.6M | 0.90% | 29,732 | 新建仓 |
| 21 | NFLX | NETFLIX INC. | $26.7M | 0.87% | 373,591 | 增持 |
| 22 | SNPS | SYNOPSYS INC. | $23.2M | 0.75% | 51,940 | 增持 |
| 23 | ESI | ELEMENT SOLUTIONS | $21.6M | 0.70% | 453,344 | 减持 |
| 24 | MTSI | MACOM TECH SOLUTIONS | $21.5M | 0.70% | 56,469 | 减持 |
| 25 | SPXC | SPX TECHNOLOGIES | $21.2M | 0.69% | 86,409 | 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