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Forest Avenue Capital Management LP · 13F 持仓分析
期权收益计算器 机构排行

Forest Avenue Capital Management LP

No.1579 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$23.81亿
环比变动 Q1 2026
+$6.95亿+41.3%
持仓股票数
24
新买入
7
加仓
8
减仓
9
清仓
9
持股不变
0
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
VistraVST
10.22%11.57%$2.43亿153.4万股$1.95亿129.7万股+23.7万股+18.26%加仓
VIKING ORD SHSVIK
6.96%8.88%$1.66亿158.3万股$1.50亿203.7万股-45.5万股-22.31%减仓
MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR
6.65%$1.58亿406.2万股$00股+406.2万股新买入
DDPC HOLDINGS PLCDPC
6.04%$1.44亿293.0万股$00股+293.0万股新买入
伍德沃德WWD
5.93%4.72%$1.41亿33.2万股$7,948.4万22.2万股+11.0万股+49.52%加仓
EEVERUS CONSTRECG
5.76%5.01%$1.37亿82.7万股$8,444.7万71.5万股+11.1万股+15.55%加仓
LLEGENCELGN
5.54%$1.32亿154.7万股$00股+154.7万股新买入
NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH
5.46%2.19%$1.30亿615.3万股$3,689.9万197.3万股+418.0万股+211.83%加仓
台积电TSM
5.17%$1.23亿25.8万股$00股+25.8万股新买入
MMASTECMTZ
4.34%5.15%$1.03亿24.9万股$8,682.2万27.0万股-2.1万股-7.87%减仓
RREGAL REXNORD COMRRX
4.28%2.66%$1.02亿42.8万股$4,479.6万23.9万股+18.9万股+78.89%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
4.27%4.44%$1.02亿129.6万股$7,482.0万101.2万股+28.4万股+28.05%加仓
CCARPENTER TECHNOLOGYCRS
4.25%8.77%$1.01亿16.4万股$1.48亿37.5万股-21.1万股-56.21%减仓
CORE & MAINCNM
3.63%5.3%$8,653.8万179.4万股$8,931.8万180.8万股-1.5万股-0.80%减仓
TTERAWULF COMWULF
3.55%1.69%$8,456.5万342.4万股$2,844.1万197.1万股+145.3万股+73.70%加仓
QQXOQXO
3.33%5.33%$7,924.1万458.6万股$8,977.4万462.3万股-3.7万股-0.80%减仓
AASTERA LABSALAB
3.03%$7,212.5万14.9万股$00股+14.9万股新买入
DDELEK US NEWDK
2.54%1.75%$6,036.5万118.8万股$2,946.8万65.4万股+53.4万股+81.71%加仓
英伟达NVDA
2.47%$5,888.6万29.4万股$00股+29.4万股新买入
PPAR PACPARR
2.09%5.27%$4,977.4万88.8万股$8,876.6万141.7万股-53.0万股-37.37%减仓
LLEGGETT & PLATTLP1
1.81%2.17%$4,300.7万367.3万股$3,658.0万370.2万股-3.0万股-0.80%减仓
PEABODY ENGRBTU
1.59%3.22%$3,775.8万163.3万股$5,424.8万164.6万股-1.3万股-0.80%减仓
布鲁克BRKR
1.07%$2,539.6万42.2万股$00股+42.2万股新买入
NNOVONIX LIMITED
0.02%0.05%$54.7万119.0万股$82.8万119.9万股-9,627股-0.80%减仓

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