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Khrom Capital Management LLC · 13F 持仓分析
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Khrom Capital Management LLC

No.2461 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.94亿
环比变动 Q1 2026
+$1.00亿+9.2%
持仓股票数
15
新买入
3
加仓
7
减仓
3
清仓
2
持股不变
2
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
第一资本COF
14.91%13.68%$1.78亿88.7万股$1.50亿82.0万股+6.7万股+8.22%加仓
DDOORDASHDASH
14.83%9.32%$1.77亿95.9万股$1.02亿67.8万股+28.1万股+41.40%加仓
GXO LOGISTICS INCORPORATEDGXO
12.12%9.43%$1.45亿285.3万股$1.03亿198.8万股+86.5万股+43.49%加仓
HHCIHCI
10.14%8.21%$1.21亿69.1万股$8,971.5万58.0万股+11.0万股+19.04%加仓
AAMCORAMCR
9.02%9.03%$1.08亿248.4万股$9,874.3万248.4万股00.00%持仓不变
MMEDLINE COM CL AMDLN
8.05%2.86%$9,606.1万243.6万股$3,129.0万70.3万股+173.2万股+246.40%加仓
TD SYNNEXSNX
6.8%9.31%$8,114.1万30.4万股$1.02亿60.4万股-30.0万股-49.71%减仓
RREINSURANCE AMERRGA
6.19%5.45%$7,386.6万34.7万股$5,957.7万29.2万股+5.6万股+19.03%加仓
STRIDELRN
5.42%6.05%$6,469.4万75.0万股$6,614.2万75.0万股00.00%持仓不变
TTENET HEALTHCARETHC
3.83%$4,567.0万24.4万股$00股+24.4万股新买入
UUNIVERSAL HLTH SVCSUHS
3.3%2.77%$3,940.2万26.5万股$3,027.1万16.9万股+9.6万股+56.67%加仓
SYNCHRONY FINANCIAL COMSYF
2.52%3.2%$3,004.1万39.5万股$3,503.2万51.5万股-12.0万股-23.30%减仓
ACADIA HEALTHCARE INACHC
1.6%11.11%$1,910.6万64.7万股$1.22亿519.5万股-454.8万股-87.54%减仓
ICON PUB LTD COICLR
0.9%$1,075.3万6.2万股$00股+6.2万股新买入
ARROW ELECTRSARW
0.37%$439.3万2.1万股$00股+2.1万股新买入

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