13FBOX
DENDUR CAPITAL LP · 13F 持仓分析
期权收益计算器 机构排行

DENDUR CAPITAL LP

No.1813 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.04亿
环比变动 Q1 2026
+$5.40亿+39.5%
持仓股票数
24
新买入
9
加仓
5
减仓
6
清仓
6
持股不变
4
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
迪士尼DIS
11.08%15.48%$2.11亿219.2万股$2.11亿219.2万股00.00%持仓不变
AATIATI
10.44%13.68%$1.99亿100.9万股$1.87亿128.3万股-27.4万股-21.36%减仓
IiShares安硕·RUSSELLIWM
10.25%$1.95亿65.0万股$00股+65.0万股新买入
VVSEVSEC
9.86%6.47%$1.88亿82.1万股$8,832.8万47.9万股+34.2万股+71.48%加仓
自由媒体FWONK
7.11%7.49%$1.35亿142.4万股$1.02亿120.3万股+22.1万股+18.37%加仓
S六旗FUN
5.54%6.44%$1.06亿495.4万股$8,792.5万495.4万股00.00%持仓不变
TTTM TECHNOLOGIESTTMI
4.7%4.68%$8,958.3万47.9万股$6,381.0万65.5万股-17.6万股-26.87%减仓
Live NationLYV
4.2%4.65%$8,001.9万43.7万股$6,344.4万41.6万股+2.1万股+5.05%加仓
GFL ENVIRONMENTALGFL
3.82%$7,266.0万197.5万股$00股+197.5万股新买入
MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE
3.68%5.27%$7,005.1万86.6万股$7,187.0万122.0万股-35.4万股-29.02%减仓
CompassCOMP
3.5%$6,671.5万541.1万股$00股+541.1万股新买入
HHUT 8HUT
3.47%2.99%$6,603.5万57.2万股$4,078.4万86.9万股-29.7万股-34.21%减仓
华纳兄弟探索WBD
3.12%2.68%$5,945.2万223.0万股$3,652.2万133.0万股+90.0万股+67.67%加仓
MMKSMKSI
2.9%3.61%$5,515.5万12.4万股$4,929.4万21.5万股-9.1万股-42.19%减仓
联合太平洋铁路UNP
2.66%3.31%$5,059.2万18.6万股$4,512.7万18.6万股00.00%持仓不变
SOTERA HEALTHSHC
2.58%$4,916.8万277.0万股$00股+277.0万股新买入
TTALEN ENERGYTLN
2.5%2.9%$4,764.8万12.4万股$3,958.5万12.4万股00.00%持仓不变
GGDSGDS
2.23%3.39%$4,246.2万141.4万股$4,625.3万114.8万股+26.6万股+23.17%加仓
DDPC HOLDINGS PLCDPC
1.94%$3,695.8万75.3万股$00股+75.3万股新买入
AADVANCED ENERGY INDSAEIS
1.47%$2,796.5万7.5万股$00股+7.5万股新买入
VVSE CORP
1.01%1.4%$1,918.4万33.0万股$1,911.4万38.0万股-5.0万股-13.16%减仓
ATLANTA BRAVESBATRK
0.88%$1,676.4万32.3万股$00股+32.3万股新买入
BBITDEER TECHNOLOGIESBTDR
0.74%$1,412.4万89.0万股$00股+89.0万股新买入
WWOLFSPEEDWOLF
0.32%$610.4万12.7万股$00股+12.7万股新买入

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