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Solel Partners LP · 13F 持仓分析
期权收益计算器 机构排行

Solel Partners LP

No.3840 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.88亿
环比变动 Q1 2026
+$1.21亿+25.8%
持仓股票数
24
新买入
6
加仓
5
减仓
9
清仓
1
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
HUMANA COMHUM
11%6.29%$6,474.3万16.3万股$2,939.8万17.0万股-6,560股-3.87%减仓
联合健康UNH
10.7%11.95%$6,297.9万15.2万股$5,588.4万20.7万股-5.5万股-26.63%减仓
Camden地产CPT
7.12%6.81%$4,192.1万36.6万股$3,185.2万32.6万股+4.0万股+12.26%加仓
SYNCHRONY FINANCIAL COMSYF
6.78%10.75%$3,991.9万52.5万股$5,026.7万73.9万股-21.4万股-28.97%减仓
TRAVEL PLUS LEISURETNL
6.67%8.18%$3,924.1万51.3万股$3,823.6万55.3万股-3.9万股-7.09%减仓
LPL金融LPLA
6.56%$3,859.0万13.7万股$00股+13.7万股新买入
HERBALIFEHLF
6.36%5.86%$3,745.3万284.8万股$2,738.8万186.1万股+98.8万股+53.07%加仓
BBRAZEBRZE
6.16%8.44%$3,626.6万167.2万股$3,947.6万167.2万股00.00%持仓不变
亚马逊AMZN
5.95%6.6%$3,498.8万14.7万股$3,088.6万14.8万股-1,500股-1.01%减仓
WWEXWEX
5.33%5.46%$3,137.7万22.2万股$2,555.8万16.7万股+5.5万股+33.17%加仓
GGE医疗GEHC
4.46%$2,622.5万41.0万股$00股+41.0万股新买入
CHURCHILL DOWNSCHDN
4.29%$2,525.2万28.2万股$00股+28.2万股新买入
Essex地产ESS
3.8%3.97%$2,236.5万7.7万股$1,856.1万7.7万股00.00%持仓不变
SSPRINKLR INC CLASS ACXM
3.2%4.68%$1,883.1万364.9万股$2,189.6万364.9万股00.00%持仓不变
BBRIGHTSTAR LOTTERYBRSL
3.13%3.87%$1,844.0万172.0万股$1,809.2万142.0万股+30.0万股+21.12%加仓
AALEXANDRIA REAL ESTATE EQ INARE
2.41%$1,416.4万26.8万股$00股+26.8万股新买入
DraftKingsDKNG
1.92%4.15%$1,129.6万44.7万股$1,939.7万89.7万股-45.0万股-50.16%减仓
CCS DISCO INC COMLAW
0.76%0.85%$449.0万118.8万股$399.0万104.4万股+14.4万股+13.74%加仓
GROCERY OUTLETGO
0.73%$427.9万42.9万股$00股+42.9万股新买入
CVS健康CVS
0.69%7.58%$407.6万3.9万股$3,545.8万49.4万股-45.4万股-92.02%减仓
STEWART INFORMATION SVCS CORSTC
0.63%$370.8万5.6万股$00股+5.6万股新买入
XXPONENTIAL FITNESS INC COM CL AXPOF
0.57%1.6%$335.8万48.5万股$749.5万124.5万股-76.0万股-61.02%减仓
TTPG RE FIN TRTRTX
0.5%0.9%$292.8万35.0万股$422.2万54.1万股-19.1万股-35.28%减仓
BBIOCERES CROP SOLUTIONS CORPBIOX
0.27%0.44%$160.3万457.9万股$203.7万457.9万股00.00%持仓不变

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