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Marble Bar Asset Management LLP · 13F 持仓分析
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Marble Bar Asset Management LLP

No.8287 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.44亿
环比变动 Q1 2026
+$4,233.1万+41.6%
持仓股票数
42
新买入
19
加仓
12
减仓
11
清仓
7
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
华纳兄弟探索WBD
33.08%4.3%$4,769.1万178.9万股$437.8万15.9万股+162.9万股+1,021.93%加仓
EECHOSTAR CORP CLASS CLASS AECHO
25.37%4.12%$3,658.0万36.0万股$420.0万3.6万股+32.5万股+904.44%加仓
MMEDICAL PROPERTIES TRUSTMPT
5.03%$725.3万157.0万股$00股+157.0万股新买入
ANTERIXATEX
4.87%2.01%$702.5万6.8万股$204.4万5.4万股+1.5万股+27.54%加仓
CCOMMSCOPEVISN
3.02%6.04%$435.1万34.0万股$615.2万33.8万股+2,470股+0.73%加仓
自由媒体FWONA
1.87%3.87%$269.3万2.7万股$394.5万4.3万股-1.6万股-38.23%减仓
艺电EA
1.87%1.32%$268.9万1.3万股$134.1万6,578股+6,537股+99.38%加仓
BBRIGHTSTAR LOTTERYBRSL
1.79%2.48%$258.2万24.1万股$252.5万19.8万股+4.3万股+21.51%加仓
UNITED AIRLS COMUAL
1.41%$204.0万1.5万股$00股+1.5万股新买入
FFTAI AVIATIONFTAI
1.22%$175.8万6,500股$00股+6,500股新买入
GGRUPO AEROMEXICO SAB DE CVAERO
1.2%$172.8万9.6万股$00股+9.6万股新买入
美高梅MGM
1.17%$169.4万3.5万股$00股+3.5万股新买入
PPRIORITY TECHNOLOGY HLDGS INC COMPRTH
1.17%1.37%$168.0万25.2万股$139.4万29.5万股-4.3万股-14.72%减仓
LLIONSGATE STUDIOSLION
1.14%0.26%$164.1万10.7万股$27.0万2.8万股+7.9万股+281.20%加仓
NORFOLK SOUTHN COMNSC
1.08%52.13%$155.4万4,941股$5,309.5万18.5万股-18.0万股-97.33%减仓
GrindrGRND
1.02%1.04%$147.0万10.2万股$105.7万8.7万股+1.5万股+16.95%加仓
GOLAR LNG LTD SHSGLNG
1.01%0.78%$145.8万2.9万股$79.9万1.5万股+1.4万股+98.04%加仓
AATRIUM THERAPEUTICSRNA
0.97%1.93%$139.7万10.4万股$196.5万14.7万股-4.3万股-29.35%减仓
AALASKA AIRALK
0.93%$134.7万2.6万股$00股+2.6万股新买入
EELME COMMUNITIES SH BEN INTELME
0.89%1.74%$128.8万87.0万股$176.9万88.0万股-9,898股-1.12%减仓
OOCULAR THERAPEUTIXOCUL
0.83%1.03%$120.3万12.3万股$105.0万12.4万股-1,406股-1.13%减仓
KENVUE COMKVUE
0.82%1.06%$118.6万6.2万股$108.3万6.3万股-765股-1.22%减仓
VVENTURE GLOBAL INC CLASS AVG
0.76%1.23%$110.0万9.9万股$125.0万7.9万股+2.0万股+24.62%加仓
AERCAP SHSAER
0.71%$102.0万7,000股$00股+7,000股新买入
CHARTER COMMUNICATIONSCHTR
0.7%0.54%$101.3万7,124股$54.9万2,545股+4,579股+179.92%加仓
LLANDS END INC NEW COMLE
0.69%1.47%$100.1万9.5万股$150.0万13.3万股-3.8万股-28.47%减仓
QQUIDELORTHOQDEL
0.61%$87.6万5.0万股$00股+5.0万股新买入
SSURGERY PARTNERSSGRY
0.54%0.19%$78.3万4.7万股$18.9万1.6万股+3.1万股+194.35%加仓
AARRAY DIGITAL INFRASTRUCTUREAD
0.53%$76.6万2.1万股$00股+2.1万股新买入
FFORWARD AIRFWRD
0.44%$63.1万4.7万股$00股+4.7万股新买入
BIOCRYST PHARMACEUTICALSBCRX
0.43%0.88%$62.3万6.2万股$89.9万9.4万股-3.2万股-33.95%减仓
RESERVOIR MEDIA INC COMRSVR
0.4%0.56%$57.1万5.8万股$57.4万5.9万股-900股-1.53%减仓
MMarex Group LtdMRX
0.38%$54.9万9,000股$00股+9,000股新买入
GRAILGRAL
0.37%$53.9万7,895股$00股+7,895股新买入
ServiceNowNOW
0.36%0.54%$51.8万5,215股$55.2万5,280股-65股-1.23%减仓
SSS&C TECHSSNC
0.3%$43.4万7,000股$00股+7,000股新买入
INHIBRX BIOSCIENCESINBX
0.23%$33.5万3,537股$00股+3,537股新买入
HHILTON GRAND VACATIONSHGV
0.22%$31.4万6,000股$00股+6,000股新买入
PPERRIGOPRGO
0.14%$20.8万2.0万股$00股+2.0万股新买入
OCULIS HOLDINGOCS
0.14%$20.5万1.5万股$00股+1.5万股新买入
MANCHESTER UTD NEWMANU
0.14%$20.4万8,878股$00股+8,878股新买入
DRIVEN BRANDSDRVN
0.13%$18.1万1.3万股$00股+1.3万股新买入

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