13FBOX
Madison Avenue Partners, LP · 13F 持仓分析
期权收益计算器 机构排行

Madison Avenue Partners, LP

No.1598 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$23.23亿
环比变动 Q1 2026
+$2,334.0万+1.0%
持仓股票数
25
新买入
7
加仓
7
减仓
8
清仓
9
持股不变
3
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
GRAHAMGHC
12.11%11.3%$2.81亿24.6万股$2.60亿24.6万股+539股+0.22%加仓
Invitation HomesINVH
10.84%$2.52亿833.5万股$00股+833.5万股新买入
Markel Group Inc.MKL
9.44%7.32%$2.19亿11.2万股$1.68亿8.8万股+2.4万股+27.80%加仓
COUPANG INC CLASS ACPNG
9.31%7.69%$2.16亿1,245.7万股$1.77亿936.4万股+309.4万股+33.04%加仓
MMAGNUM ICE CREAM ORD SHSMICC
8.16%7.44%$1.90亿1,089.3万股$1.71亿1,144.6万股-55.3万股-4.83%减仓
THERAVANCE BIOPHARMATBPH
6.74%6.71%$1.57亿921.2万股$1.54亿951.1万股-29.9万股-3.14%减仓
SSOLVENTUM COM SHSSOLV
5.78%5.33%$1.34亿174.1万股$1.22亿187.6万股-13.5万股-7.17%减仓
SSTAAR SURGICALSTAA
5.16%1.99%$1.20亿417.6万股$4,565.9万244.2万股+173.4万股+71.02%加仓
IINDIVIOR PHARMACEUTICALSINDV
5.08%5.72%$1.18亿287.4万股$1.32亿431.5万股-144.1万股-33.39%减仓
LLAKEFRONT BIOTHERAPEUTICS NVLKFT
4.45%3.22%$1.03亿344.8万股$7,395.5万246.5万股+98.3万股+39.86%加仓
GLOBUS MEDGMED
3.18%2.69%$7,389.1万93.5万股$6,181.8万71.7万股+21.8万股+30.35%加仓
OOCTAVE INTELLIGENCE PLC
2.96%$6,882.9万422.3万股$00股+422.3万股新买入
BRITISH AMERN TOB SPONSORED ADRBTI
2.77%2.86%$6,443.4万104.3万股$6,570.7万112.4万股-8.0万股-7.16%减仓
SSTAGWELLSTGW
2.56%2.19%$5,954.6万801.4万股$5,041.0万801.4万股00.00%持仓不变
S新美亚SANM
2.05%$4,766.1万18.8万股$00股+18.8万股新买入
PPRIMORIS SVCSPRIM
1.97%$4,579.9万46.2万股$00股+46.2万股新买入
AARRAY DIGITAL INFRASTRUCTUREAD
1.73%$4,022.9万110.9万股$00股+110.9万股新买入
AAPARTMENT INVT & MGMTAIV
1.58%2.19%$3,675.4万1,237.5万股$5,036.6万1,237.5万股00.00%持仓不变
SSANDISK COMSNDK
0.95%17.1%$2,205.1万9,698股$3.93亿61.9万股-60.9万股-98.43%减仓
TURNING PT BRANDSTPB
0.9%0.93%$2,101.8万24.8万股$2,150.0万24.8万股+100股+0.04%加仓
SINCLAIRSBGI
0.85%0.83%$1,971.4万138.3万股$1,906.7万147.3万股-9.0万股-6.11%减仓
MAGNERA CORP COM SHSMAGN
0.66%0.66%$1,529.9万130.2万股$1,512.7万159.1万股-28.9万股-18.14%减仓
MMILLROSE PPTYS INC CLASS AMRP
0.39%$896.9万29.8万股$00股+29.8万股新买入
KEROS THERAPEUTICS INC COMKROS
0.29%0.3%$670.4万62.7万股$691.7万62.7万股00.00%持仓不变
MMONRO INC COMMNRO
0.07%$164.2万9.6万股$00股+9.6万股新买入

🧭 机构资金流板块热力图

净流出 净流入