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Freshford Capital Management, LLC · 13F 持仓分析
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Freshford Capital Management, LLC

No.5864 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.92亿
环比变动 Q1 2026
+$9,205.3万+46.0%
持仓股票数
22
新买入
6
加仓
9
减仓
6
清仓
3
持股不变
1
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
FICOFICO
15.91%13.57%$4,649.0万3.9万股$2,716.9万2.5万股+1.3万股+52.89%加仓
110X GENOMICSTXG
7.88%7.14%$2,302.0万60.0万股$1,428.7万67.3万股-7.3万股-10.78%减仓
TTWIST BIOSCIENCETWST
6.25%6.15%$1,825.6万17.7万股$1,230.7万25.9万股-8.2万股-31.48%减仓
T赛默飞世尔TMO
6.21%$1,814.5万3.6万股$00股+3.6万股新买入
AAPPLOVINAPP
5.85%6.5%$1,709.5万3.3万股$1,302.4万3.3万股+457股+1.40%加仓
加拿大太平洋堪萨斯城铁路CP
5.84%7.45%$1,708.3万19.7万股$1,492.5万19.0万股+7,415股+3.91%加仓
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
5.7%5.78%$1,667.4万6.7万股$1,156.5万5.9万股+8,144股+13.91%加仓
CCACI国际CACI
5.27%5.45%$1,541.0万3.3万股$1,091.3万2.0万股+1.3万股+65.78%加仓
亚马逊AMZN
5.22%9.08%$1,526.6万6.4万股$1,817.3万8.7万股-2.3万股-26.60%减仓
ATLANTA BRAVESBATRK
4.5%4.07%$1,314.4万25.3万股$814.6万19.1万股+6.2万股+32.76%加仓
VERTEXVERX
4.11%3.36%$1,202.3万104.7万股$672.4万56.6万股+48.2万股+85.18%加仓
MMERCURY SYSMRCY
3.92%5.61%$1,147.0万9.4万股$1,123.3万15.4万股-6.0万股-39.14%减仓
优步UBER
3.89%6.03%$1,136.1万15.7万股$1,208.3万16.8万股-1.1万股-6.28%减仓
RREPLIGENRGEN
3.69%$1,078.5万7.9万股$00股+7.9万股新买入
MADISON SQUARE GARDEN SPCLASS AMSGS
3.52%$1,029.4万2.6万股$00股+2.6万股新买入
NEXTDECADENEXT
3.05%2.11%$890.4万118.1万股$422.1万55.1万股+63.0万股+114.28%加仓
UNIQUREQURE
2.55%$745.5万16.2万股$00股+16.2万股新买入
LPL金融LPLA
1.6%$468.3万1.7万股$00股+1.7万股新买入
PPURECYCLE TECHNOLOGIESPCT
1.49%$436.4万53.8万股$00股+53.8万股新买入
SSTAAR SURGICALSTAA
1.23%1.17%$358.6万12.5万股$233.8万12.5万股00.00%持仓不变
IINSPERITYNSP
1.18%0.61%$343.9万8.3万股$121.9万4.5万股+3.8万股+84.72%加仓
GoDaddyGDDY
1.14%4.49%$333.1万3.9万股$898.9万10.9万股-6.9万股-63.91%减仓

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