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VERADERMICS · 13F 机构持仓分析
期权收益计算器 机构排行
V

VERADERMICS

VERADERMICS INCMANE
持有机构数
164
机构合计市值 (Q2 2026)
$41.74亿
机构合计股数 (Q2 2026)
3,394.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,155.1万股
138 · 98 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-352.5万股
33 · 14 清仓 · ≈
⚖️ 净额
+802.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$41.74亿
持有机构数
164
新买入
98
加仓
40
减仓
19
清仓
14
持股不变
7
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
蒙塔诺瓦资本MONTANOVA CAPITAL, LLC
9.37%6.72%#3$5.13亿416.9万股$2.63亿416.9万股00.00%持仓不变
富达投资FMR LLC
0.02%0.01%#55$3.94亿320.5万股$1.13亿179.3万股+141.2万股+78.76%加仓
SR ONE CAPITAL MANAGEMENT, LP
28.42%16.57%#1$2.95亿240.2万股$1.52亿240.2万股00.00%持仓不变
深轨资本Deep Track Capital, LP
3.58%0.52%#6$2.46亿200.0万股$3,157.5万50.0万股+150.0万股+300.00%加仓
城堡顾问CITADEL ADVISORS LLC
0.03%0.02%#45$2.31亿187.8万股$1.15亿182.6万股+5.2万股+2.85%加仓
Siren, L.L.C.
4.12%2.64%#5$2.04亿165.5万股$9,506.4万150.5万股+15.0万股+9.96%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#84$1.96亿159.4万股$1,784.7万28.3万股+131.1万股+463.95%加仓
维京全球投资VIKING GLOBAL INVESTORS LP
0.55%0.3%#20$1.92亿156.1万股$1.07亿169.1万股-12.9万股-7.63%减仓
摩根大通JPMORGAN CHASE & CO
0.01%<0.01%#65$1.44亿116.6万股$5,940.0万97.6万股+18.9万股+19.40%加仓
安本标准投资Aberdeen Group plc
0.19%0.11%#26$1.35亿109.7万股$6,660.2万105.5万股+4.2万股+3.98%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.06%0.01%#37$1.25亿101.4万股$847.6万13.4万股+87.9万股+655.22%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#92$1.07亿86.9万股$4,418.3万70.0万股+17.0万股+24.24%加仓
Maverick资本MAVERICK CAPITAL LTD
0.86%#15$9,712.0万79.0万股$00股+79.0万股新买入
詹尼森联营JENNISON ASSOCIATES LLC
0.06%0.01%#39$9,204.2万74.9万股$895.3万14.2万股+60.7万股+428.05%加仓
INFINITUM ASSET MANAGEMENT, LLC
9.14%5.77%#4$8,988.7万73.1万股$4,617.2万73.1万股00.00%持仓不变
瑞银集团UBS Group AG
0.01%<0.01%#62$8,245.9万67.1万股$2,191.8万34.7万股+32.4万股+93.25%加仓
马歇尔·韦斯MARSHALL WACE, LLP
0.06%0.04%#38$7,198.9万58.6万股$4,133.8万65.5万股-6.9万股-10.55%减仓
Adage资本合伙人ADAGE CAPITAL PARTNERS GP, L.L.C.
0.09%0.11%#36$6,758.1万55.0万股$6,946.5万110.0万股-55.0万股-50.03%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#98$6,692.5万54.4万股$469.8万7.4万股+47.0万股+631.68%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#82$6,247.7万50.8万股$1,126.0万17.8万股+33.0万股+185.10%加仓
Woodline合伙人Woodline Partners LP
0.19%0.12%#25$6,166.5万50.2万股$3,161.6万50.1万股+944股+0.19%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%<0.01%#69$4,260.9万34.7万股$23.2万3,668股+34.3万股+9,348.88%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.02%#42$3,615.9万29.4万股$1,857.3万29.4万股00.00%持仓不变
EMERALD ADVISERS, LLC
0.83%0.26%#16$3,545.2万28.8万股$837.0万13.3万股+15.6万股+117.58%加仓
Frontier资本管理FRONTIER CAPITAL MANAGEMENT CO LLC
0.29%#22$3,133.4万25.5万股$00股+25.5万股新买入
BAMCO(巴伦基金)BAMCO INC /NY/
0.04%0.01%#41$2,822.5万23.0万股$376.8万6.0万股+17.0万股+284.76%加仓
EMERALD MUTUAL FUND ADVISERS 信托EMERALD MUTUAL FUND ADVISERS TRUST
0.91%0.33%#14$2,580.8万21.0万股$690.1万10.9万股+10.1万股+92.09%加仓
Logos Global Management LP
0.95%0.08%#12$2,212.9万18.0万股$157.9万2.5万股+15.5万股+620.00%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#90$2,189.7万17.8万股$218.1万3.5万股+14.4万股+415.71%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#86$2,117.0万17.2万股$618.9万9.8万股+7.4万股+75.70%加仓
Balyasny资产管理BALYASNY ASSET MANAGEMENT L.P.
0.03%0.04%#47$2,076.9万16.9万股$3,365.3万53.3万股-36.4万股-68.30%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.01%#81$1,851.0万15.1万股$3,246.1万51.4万股-36.3万股-70.71%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#114$1,832.5万14.9万股$28.7万4,537股+14.5万股+3,185.30%加仓
Sofinnova Investments, Inc.
0.95%0.18%#13$1,831.7万14.9万股$463.0万7.3万股+7.6万股+103.22%加仓
MFS马萨诸塞金融服务MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.01%#73$1,817.6万14.8万股$00股+14.8万股新买入
Kalehua Capital Management LLC
12.84%6.51%#2$1,791.2万14.6万股$920.1万14.6万股00.00%持仓不变
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#79$1,736.2万14.1万股$618.8万9.8万股+4.3万股+44.13%加仓
Ensign Peak顾问Ensign Peak Advisors, Inc
0.03%0.02%#48$1,572.0万12.8万股$947.3万15.0万股-2.2万股-14.75%减仓
SEVEN GRAND MANAGERS, LLC
0.62%0.32%#17$1,536.8万12.5万股$472.0万7.5万股+5.0万股+67.22%加仓
MASTERS 资本管理MASTERS CAPITAL MANAGEMENT LLC
0.32%0.21%#21$1,229.4万10.0万股$631.5万10.0万股00.00%持仓不变
MYDA Advisors LLC
1.83%1.25%#7$1,229.4万10.0万股$757.8万12.0万股-2.0万股-16.67%减仓
Affinity Asset Advisors, LLC
0.56%0.23%#19$1,229.4万10.0万股$442.1万7.0万股+3.0万股+42.86%加仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#91$1,180.9万9.6万股$1,263.0万20.0万股-10.4万股-51.97%减仓
SILVERARC CAPITAL MANAGEMENT, LLC
1.21%#10$1,167.9万9.5万股$00股+9.5万股新买入
吉尔德·加尼翁·豪GILDER GAGNON HOWE & CO LLC
0.12%#34$1,166.3万9.5万股$00股+9.5万股新买入
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
0.01%#58$1,006.3万8.2万股$00股+8.2万股新买入
Seven Fleet Capital Management LP
1.62%#8$983.5万8.0万股$00股+8.0万股新买入
摩根士丹利MORGAN STANLEY
<0.01%#126$932.8万7.6万股$00股+7.6万股新买入
DV EQUITIES, LLC
1.23%#9$860.6万7.0万股$00股+7.0万股新买入
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%0.01%#102$842.5万6.9万股$3,017.5万47.8万股-40.9万股-85.66%减仓

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