开盘$208.52
昨收$208.00
当日区间$205.51 – $216.00
成交量2.06M
市值$32.23B
市盈率（TTM）36.7
股息率–
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例112.3%+6.81 个百分点，较上季度
持仓机构数1,189+41 ，较上季度
内部人近期交易17次买入 / 33次卖出净卖出
ARK基金动态+61,715 股4笔近期交易 · 最近一次 3 Nov 2026
空头持仓比例5.22% 占流通股回补天数 2.9 · 截至 15 Oct 2026
卖空成交量占比10.6%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：+$8.63M（10个净流入日，10个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有42.5%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从5.32%降至5.22%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| FMR | Mutual Fund | 2026/Q3 | +11,646,022 | 10.0% |
| Ninety One UK Limited | Mutual Fund | 2026/Q3 | +1,373,914 | 0.9% |
| Geode Capital Management, LLC | Mutual Fund | 2026/Q3 | +1,273,597 | 2.8% |
| Swedbank Robur Fonder AB | Mutual Fund | 2026/Q3 | +400,419 | 0.3% |
| Mitsubishi UFJ Asset Management | Mutual Fund | 2026/Q3 | +213,779 | 0.3% |
| FMR | Mutual Fund | 2026/Q3 | +2,524,942 | 2.3% |
| PRIMECAP Management Company | Mutual Fund | 2026/Q3 | +1,447,350 | 2.3% |
| AGF Management Limited | Mutual Fund | 2026/Q3 | +1,363,343 | 0.9% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +1,188,004 | 1.2% |
| MFS Investment Management | Mutual Fund | 2026/Q3 | +720,487 | 1.2% |
| PointState Capital LP | Hedge Fund | 2026/Q3 | +713,665 | 0.6% |
| Strategic Advisers LLC | Mutual Fund | 2026/Q3 | +451,614 | 0.7% |
| Jane Street Group, LLC | Private Company | 2026/Q3 | +364,404 | 0.2% |
| Norges Bank Investment Management | Sovereign Wealth Fund | 2026/Q3 | +286,939 | 0.5% |
| WCM Investment Management | Mutual Fund | 2026/Q3 | +283,528 | 4.1% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 4 Oct 2026 | Jacob Thaysen | Chief Executive Officer | Sale to Issuer | -1,303 | $293.69 | 41,940 |
| 29 Sep 2026 | Keith Meister | Independent Director | Other Acquisition | +107 | $219.80 | 4,815 |
| 29 Sep 2026 | Scott Ullem | Independent Director | Other Acquisition | +113 | $219.80 | 9,071 |
| 7 Sep 2026 | Julie Coletti | Chief Legal Officer | Other Acquisition | +18,763 | – | 18,763 |
| 7 Sep 2026 | Julie Coletti | Chief Legal Officer | Other Derivative Acquisition | +10,614 | – | 5,307 |
| 4 Sep 2026 | Steven Barnard | Chief Technology Officer | Sale to Issuer | -408 | $211.06 | 40,927 |
| 3 Sep 2026 | Corvex Management LP | Intent to Sell (Form 144) | -150,000 | $213.25 | – | |
| 3 Sep 2026 | Keith Meister | Director | Open Market Disposition | -263,560 | $221.55 | 775,058 |
| 3 Sep 2026 | Corvex Management LP | Open Market Disposition | -263,560 | $221.55 | 770,350 | |
| 26 Aug 2026 | Corvex Management LP | Intent to Sell (Form 144) | -200,000 | $224.84 | – | |
| 26 Aug 2026 | Keith Meister | Director | Open Market Disposition | -375,941 | $231.23 | 1,038,618 |
| 26 Aug 2026 | Corvex Management LP | Open Market Disposition | -375,941 | $231.23 | 1,033,910 | |
| 24 Aug 2026 | Corvex Management LP | Intent to Sell (Form 144) | -300,000 | $223.22 | – | |
| 20 Aug 2026 | Corvex Management LP | Intent to Sell (Form 144) | -250,000 | $213.24 | – | |
| 20 Aug 2026 | Keith Meister | Director | Open Market Disposition | -679,574 | $220.13 | 1,414,559 |
| 20 Aug 2026 | Corvex Management LP | Open Market Disposition | -679,574 | $220.13 | 1,409,851 | |
| 19 Aug 2026 | Corvex Management LP | Intent to Sell (Form 144) | -355,000 | $205.00 | – | |
| 17 Aug 2026 | Jakob Wedel | Chief Strategy & Corporate Development Officer | Open Market Disposition | -1,033 | $191.52 | 14,023 |
| 4 Aug 2026 | Michael Sullivan | Chief Commercial Officer | Other Acquisition | +4,503 | $199.87 | 4,503 |
| 4 Aug 2026 | Michael Sullivan | Chief Commercial Officer | Other Derivative Acquisition | +10,508 | – | 5,254 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 7,885,327 | 5.2% | 2.9 |
| 30 Sep 2026 | 9,471,310 | 6.3% | 1.6 |
| 15 Sep 2026 | 10,585,422 | 7.0% | 5.6 |
| 31 Aug 2026 | 9,720,715 | 6.4% | 5.2 |
| 14 Aug 2026 | 9,464,776 | 6.3% | 4.8 |
| 31 Jul 2026 | 8,056,689 | 5.3% | 4.5 |
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