根据最新披露信息，Jana Partners Management公布了其投资组合的季度变动情况。数据显示，该机构在2025年第四季度（截至12月31日）的持股配置与第三季度（截至9月30日）相比出现显著调整。
具体而言，Jana Partners Management对多家科技与医疗领域企业的持仓比例发生变化。其中涉及Alkami Technology, Inc.（ALKT）、库珀医疗（COO）、费哲金融服务（FISV）以及天宝导航（TRMB）等公司的持股变动。这些调整反映了该投资机构对市场趋势的重新评估与战略布局的优化。
值得注意的是，本次披露的持股数据仅代表截至2025年12月31日的仓位情况，后续投资组合可能因市场波动而继续调整。
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