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Capital Impact Advisors, LLC
特别关注No.1893 数据截至 2026Q2环比变动 Q1 2026
+$15.36亿+620.6%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 英伟达NVDA |
| 11.55% | 7.84% | $2.06亿 | 102.9万股 | $1,939.2万 | 11.1万股 | +91.8万股+825.64% | 加仓 |
| AASTERA LABSALAB |
| 9.44% | — | $1.68亿 | 34.9万股 | $0 | 0股 | +34.9万股 | 新买入 |
 谷歌AGOOGL |
| 7.95% | 3.65% | $1.42亿 | 39.7万股 | $902.3万 | 3.1万股 | +36.5万股+1,164.50% | 加仓 |
 Meta平台META |
| 5.45% | 6.47% | $9,713.3万 | 17.2万股 | $1,601.3万 | 2.8万股 | +14.4万股+516.12% | 加仓 |
| AAPPLOVINAPP |
| 4.81% | 3.29% | $8,585.9万 | 16.7万股 | $813.7万 | 2.0万股 | +14.6万股+715.07% | 加仓 |
 NateraNTRA |
| 4.51% | 3.24% | $8,041.1万 | 29.6万股 | $800.6万 | 4.0万股 | +25.6万股+639.96% | 加仓 |
 RobinhoodHOOD |
| 4.33% | 2.78% | $7,727.0万 | 77.1万股 | $688.9万 | 9.9万股 | +67.1万股+675.10% | 加仓 |
 VeevaVEEV |
| 3.86% | 2.88% | $6,880.5万 | 38.8万股 | $712.7万 | 4.1万股 | +34.7万股+855.53% | 加仓 |
 REDDIT CL ARDDT |
| 3.39% | 2.24% | $6,041.5万 | 34.8万股 | $554.8万 | 4.1万股 | +30.7万股+744.66% | 加仓 |
 AFFIRM COM CL AAFRM |
| 3.22% | 2.04% | $5,741.7万 | 70.4万股 | $503.6万 | 11.0万股 | +59.4万股+540.54% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.17% | 2.75% | $5,659.6万 | 10.1万股 | $681.6万 | 1.6万股 | +8.5万股+529.04% | 加仓 |
| RROCKET LAB COMRKLB |
| 3.05% | 3.08% | $5,431.0万 | 53.4万股 | $761.3万 | 11.9万股 | +41.6万股+350.73% | 加仓 |
 Arista网络ANET |
| 2.82% | 5.02% | $5,028.6万 | 29.6万股 | $1,242.4万 | 10.1万股 | +19.5万股+192.52% | 加仓 |
 MONGODB CL AMDB |
| 2.79% | 2.26% | $4,968.9万 | 14.8万股 | $560.1万 | 2.3万股 | +12.5万股+546.51% | 加仓 |
 ROKU COM CL AROKU |
| 2.64% | 2.16% | $4,700.5万 | 34.0万股 | $534.7万 | 5.7万股 | +28.4万股+502.10% | 加仓 |
| TTEMPUS AITEM |
| 2.5% | — | $4,464.7万 | 77.1万股 | $0 | 0股 | +77.1万股 | 新买入 |
| DDOORDASHDASH |
| 2.49% | 3.22% | $4,436.4万 | 24.0万股 | $797.6万 | 5.3万股 | +18.7万股+352.59% | 加仓 |
 ExelixisEXEL |
| 2.3% | 2.97% | $4,106.1万 | 75.5万股 | $735.5万 | 17.1万股 | +58.3万股+340.09% | 加仓 |
 VIRTU FINLVIRT |
| 2.27% | — | $4,042.8万 | 67.9万股 | $0 | 0股 | +67.9万股 | 新买入 |
 DraftKingsDKNG |
| 2.2% | — | $3,924.6万 | 155.4万股 | $0 | 0股 | +155.4万股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 2.15% | — | $3,839.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| TTOAST CL ATOST |
| 2.09% | 2.55% | $3,723.3万 | 133.8万股 | $631.7万 | 23.8万股 | +110.0万股+461.67% | 加仓 |
 MEDPACEMEDP |
| 2.03% | 2.74% | $3,624.5万 | 6.8万股 | $678.5万 | 1.4万股 | +5.4万股+384.35% | 加仓 |
 特斯拉TSLA |
| 1.99% | 3.59% | $3,546.2万 | 8.4万股 | $888.6万 | 2.4万股 | +6.0万股+252.73% | 加仓 |
| PPEGASYSTEMSPEGA |
| 1.9% | 2.16% | $3,396.7万 | 113.3万股 | $535.6万 | 12.6万股 | +100.8万股+800.62% | 加仓 |
 瑞思迈RMD |
| 1.66% | 3.45% | $2,952.9万 | 15.2万股 | $854.1万 | 3.8万股 | +11.3万股+298.27% | 加仓 |
 GLOBUS MEDGMED |
| 1.64% | 2.91% | $2,924.7万 | 37.0万股 | $721.0万 | 8.4万股 | +28.6万股+342.37% | 加仓 |
 UBIQUITIUI |
| 1.12% | 5.4% | $2,003.0万 | 3.8万股 | $1,337.6万 | 1.7万股 | +2.1万股+121.61% | 加仓 |
 帕兰提尔PLTR |
| 0.68% | 4.92% | $1,215.4万 | 10.4万股 | $1,217.1万 | 8.3万股 | +2.1万股+25.20% | 加仓 |
