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JANA Partners Management, LP
特别关注No.1816 数据截至 2026Q2环比变动 Q1 2026
+$2.96亿+18.5%
| 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 |
|---|
| MMERCURY SYSMRCY |
| 25.46% | 18.65% | $4.84亿 | 395.9万股 | $2.99亿 | 410.7万股 | -14.9万股-3.62% | 减仓 |
 COOPER COSCOO |
| 13.5% | 15.87% | $2.57亿 | 358.2万股 | $2.55亿 | 356.5万股 | +1.7万股+0.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 13.46% | 13.92% | $2.56亿 | 34.3万股 | $2.23亿 | 34.4万股 | -700股-0.20% | 减仓 |
| LLAMB WESTONLW |
| 12.25% | 13.18% | $2.33亿 | 539.5万股 | $2.12亿 | 500.9万股 | +38.6万股+7.71% | 加仓 |
| FFiservFISV |
| 9.44% | 15.41% | $1.80亿 | 366.2万股 | $2.48亿 | 443.6万股 | -77.4万股-17.44% | 减仓 |
 Markel Group Inc.MKL |
| 7.88% | 8.98% | $1.50亿 | 7.7万股 | $1.44亿 | 7.5万股 | +1,436股+1.91% | 加仓 |
 ALKAMI TECHNOLOGYALKT |
| 6.43% | 5.3% | $1.22亿 | 674.8万股 | $8,511.0万 | 543.1万股 | +131.6万股+24.24% | 加仓 |
| S六旗FUN |
| 4.61% | 4.55% | $8,767.3万 | 411.6万股 | $7,306.1万 | 411.6万股 | 00.00% | 持仓不变 |
| EEVERPURE CL AEVPR |
| 4.1% | — | $7,793.9万 | 98.9万股 | $0 | 0股 | +98.9万股 | 新买入 |
| RRapid7RPD |
| 2.87% | 2.31% | $5,467.4万 | 675.0万股 | $3,715.8万 | 674.4万股 | +6,283股+0.09% | 加仓 |
