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Bluegrass Capital Partners LP
特别关注No.8060 数据截至 2026Q2环比变动 Q1 2026
+$1,512.6万+10.9%
| 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 |
|---|
 万事达MA |
| 16.68% | 16.2% | $2,568.0万 | 5.0万股 | $2,248.5万 | 4.5万股 | +5,000股+11.11% | 加仓 |
 TransDigmTDG |
| 16.44% | 16.37% | $2,530.9万 | 1.9万股 | $2,271.6万 | 2.0万股 | -600股-3.06% | 减仓 |
 亚马逊AMZN |
| 15.33% | 15.98% | $2,359.6万 | 9.9万股 | $2,218.1万 | 10.7万股 | -7,500股-7.04% | 减仓 |
 穆迪MCO |
| 15.3% | 16.35% | $2,355.2万 | 5.2万股 | $2,268.5万 | 5.2万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 12.87% | 16.26% | $1,980.8万 | 5.3万股 | $2,256.0万 | 8.0万股 | -2.7万股-33.33% | 减仓 |
 台积电TSM |
| 9% | — | $1,385.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 6.37% | 3.39% | $980.4万 | 1.7万股 | $470.9万 | 8,000股 | +9,000股+112.50% | 加仓 |
 微软MSFT |
| 4.6% | 11.74% | $708.7万 | 1.9万股 | $1,628.7万 | 4.4万股 | -2.5万股-56.82% | 减仓 |
 标普全球SPGI |
| 3.18% | 3.37% | $488.7万 | 1.2万股 | $467.9万 | 1.1万股 | +1,000股+9.09% | 加仓 |
 宣伟SHW |
| 0.11% | 0.23% | $17.2万 | 500股 | $32.1万 | 1,000股 | -500股-50.00% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.11% | 0.12% | $16.7万 | 1,000股 | $16.2万 | 1,000股 | 00.00% | 持仓不变 |
