← 机构持仓
RACE

Ferrari NV

3 家机构 · 合计 $1.4B
数据: SEC EDGAR 13F · 2026Q2
大师持有数 · 近 5 季
3
2025Q2 – 2026Q2 · 与上季持平
总仓位
$1.4B
追踪机构合计持仓市值
本季净动作
↓ 减持
按持仓机构股数加权
持仓机构本季动作仓位价值占其组合风格
Baillie Gifford减仓-7.87%$1.3B1.2%长期成长 / 全球配置
Sands减仓-2.64%$104M0.39%激进成长 / 创新驱动集中持股
AKO减仓-4.33%$0M7.66%质量成长 / 集中长持
机构如何谈论它
2026-09-02Aswath Damodaran (Musings on Markets)中性The Scaling and Profitability Trade off: Venture Capital's Weakest Link!详情 →
2026-06-26Scottish Mortgage (Baillie Gifford)中性Manager Review: Tom Slater详情 →
2026-04-01Worldly Partners看多Ferrari详情 →
2026-03-31Scottish Mortgage (Baillie Gifford)中性Scottish Mortgage Annual Report - including the Notice of AGM - March 2026详情 →
2025-10-01Colossus (Invest Like the Best / Business Breakdowns)看多Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229]详情 →
2025-09-30Scottish Mortgage (Baillie Gifford)中性Scottish Mortgage Interim Financial Report - September 2025详情 →
2025-09-09Scottish Mortgage (Baillie Gifford)中性The age of resilience: outperformers must first be survivors详情 →
2024-01-24Colossus (Invest Like the Best / Business Breakdowns)中性Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146]详情 →
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