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
Triatomic Management LP (CIK 1852813) reported $3.4M across 8 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: GOTU ($1.1M, 33.82%), W ($790,950, 23.33%), MRNA ($623,438, 18.39%), AGNT ($397,266, 11.72%), STLN ($369,364, 10.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOTU | GAOTU TECHEDU INC | $1.1M | 33.82% | 234,000 | Hold |
| 2 | W | WAYFAIR INC | $790,950 | 23.33% | 15,000 | New |
| 3 | MRNA | MODERNA INC | $623,438 | 18.39% | 5,250 | New |
| 4 | AGNT | EXP WORLD HLDGS INC | $397,266 | 11.72% | 35,203 | Added |
| 5 | STLN | THE ONCOLOGY INSTITUTE INC | $369,364 | 10.89% | 802,965 | Trimmed |
| 6 | CMAX | CAREMAX INC | $57,510 | 1.70% | 20,613 | Trimmed |
| 7 | SNTI | SENTI BIOSCIENCES INC | $4,276 | 0.13% | 15,493 | Trimmed |
| 8 | CMAXW | CAREMAX INC | $917 | 0.03% | 65,021 | Hold |
| 9 | ACMR | ACM RESH INC | $0 | 0.00% | 0 | Exited |
| 10 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | Exited |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 12 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 13 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 14 | BEKE | KE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 15 | C | CITIGROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | DMTK | DERMTECH INC | $0 | 0.00% | 0 | Exited |
| 17 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 18 | IOT | SAMSARA INC | $0 | 0.00% | 0 | Exited |
| 19 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 20 | KRE | SPDR SER TR | $0 | 0.00% | 0 | Exited |
| 21 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 22 | NIO | NIO INC | $0 | 0.00% | 0 | Exited |
| 23 | OMIC | SINGULAR GENOMICS SYSTEMS IN | $0 | 0.00% | 0 | Exited |
| 24 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 25 | SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-06-30