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MIG Capital, LLC · 13F 持仓分析
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MIG Capital, LLC

No.3900 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$5.72亿
环比变动 Q4 2025
-$1,720.7万-2.9%
持仓股票数
43
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
43
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
Meta平台META
9.17%8.9%$5,244.6万7.9万股$5,244.6万7.9万股00.00%持仓不变
德康医疗DXCM
7.02%6.82%$4,019.0万60.6万股$4,019.0万60.6万股00.00%持仓不变
SOTERA HEALTHSHC
6.06%5.88%$3,465.4万196.5万股$3,465.4万196.5万股00.00%持仓不变
微软MSFT
5.98%5.81%$3,424.8万7.1万股$3,424.8万7.1万股00.00%持仓不变
CELSIUSCELH
5.93%5.76%$3,393.2万74.2万股$3,393.2万74.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
5.7%5.53%$3,259.0万10.4万股$3,259.0万10.4万股00.00%持仓不变
CREDIT ACCEP MICHCACC
5.4%5.24%$3,091.6万7.0万股$3,091.6万7.0万股00.00%持仓不变
KKNIFE RIVERKNF
5.08%4.93%$2,908.1万41.3万股$2,908.1万41.3万股00.00%持仓不变
博通AVGO
4.86%4.72%$2,779.9万8.0万股$2,779.9万8.0万股00.00%持仓不变
V先锋领航指数基金VOO
4.73%4.59%$2,704.1万4.4万股$2,704.1万4.4万股00.00%持仓不变
台积电TSM
3.54%3.44%$2,026.1万6.7万股$2,026.1万6.7万股00.00%持仓不变
亚马逊AMZN
3.33%3.23%$1,905.9万8.3万股$1,905.9万8.3万股00.00%持仓不变
VanEck ETF信托SMH
3.29%3.2%$1,884.8万5.2万股$1,884.8万5.2万股00.00%持仓不变
ADVANCED DRAIN SYS DELWMS
3.03%2.94%$1,733.8万12.0万股$1,733.8万12.0万股00.00%持仓不变
CCOGENT COMMCCOI
2.14%2.08%$1,227.2万56.9万股$1,227.2万56.9万股00.00%持仓不变
礼来LLY
2.04%1.98%$1,168.4万1.1万股$1,168.4万1.1万股00.00%持仓不变
西部数据WDC
2.03%1.97%$1,161.2万6.7万股$1,161.2万6.7万股00.00%持仓不变
美光科技MU
1.86%1.8%$1,061.9万3.7万股$1,061.9万3.7万股00.00%持仓不变
FLUTTER ENTMTFLUT
1.63%3.34%$933.5万9.2万股$1,968.1万9.2万股00.00%持仓不变
希捷STX
1.55%1.5%$885.4万3.2万股$885.4万3.2万股00.00%持仓不变
泛林集团LRCX
1.24%1.21%$712.0万4.2万股$712.0万4.2万股00.00%持仓不变
相干公司COHR
1.18%1.15%$675.4万3.7万股$675.4万3.7万股00.00%持仓不变
科磊KLAC
0.94%0.92%$540.1万4,445股$540.1万4,445股00.00%持仓不变
ShopifySHOP
0.92%0.89%$524.6万3.3万股$524.6万3.3万股00.00%持仓不变
应用材料AMAT
0.91%0.89%$523.2万2.0万股$523.2万2.0万股00.00%持仓不变
CienaCIEN
0.78%0.76%$445.1万1.9万股$445.1万1.9万股00.00%持仓不变
MONGODB CL AMDB
0.77%1.28%$440.1万1.8万股$753.9万1.8万股00.00%持仓不变
TD SYNNEXSNX
0.72%0.7%$414.6万2.8万股$414.6万2.8万股00.00%持仓不变
英伟达NVDA
0.72%0.7%$413.3万2.2万股$413.3万2.2万股00.00%持仓不变
DatadogDDOG
0.68%0.66%$391.2万2.9万股$391.2万2.9万股00.00%持仓不变
CrowdStrikeCRWD
0.68%0.66%$388.0万8,278股$388.0万8,278股00.00%持仓不变
REDDIT CL ARDDT
0.65%1.07%$369.8万2.7万股$629.7万2.7万股00.00%持仓不变
PPTC COMPTC
0.61%0.59%$346.5万2.0万股$346.5万2.0万股00.00%持仓不变
ROBLOX CL ARBLX
0.6%0.58%$344.4万4.3万股$344.4万4.3万股00.00%持仓不变
欧特克ADSK
0.6%0.58%$343.1万1.2万股$343.1万1.2万股00.00%持仓不变
SNOWFLAKE COM SHSSNOW
0.6%0.58%$341.3万1.6万股$341.3万1.6万股00.00%持仓不变
SPOTIFY TECHNOLOGY SHSSPOT
0.53%0.51%$303.4万5,224股$303.4万5,224股00.00%持仓不变
甲骨文ORCL
0.52%0.5%$295.8万1.5万股$295.8万1.5万股00.00%持仓不变
PALO ALTOPANW
0.47%0.45%$268.0万1.5万股$268.0万1.5万股00.00%持仓不变
NETFLIXNFLX
0.46%0.45%$264.0万2.8万股$264.0万2.8万股00.00%持仓不变
ServiceNowNOW
0.45%0.44%$257.5万1.7万股$257.5万1.7万股00.00%持仓不变
ZscalerZS
0.32%0.51%$185.4万1.3万股$297.8万1.3万股00.00%持仓不变
新思科技SNPS
0.28%0.27%$158.9万3,383股$158.9万3,383股00.00%持仓不变

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