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Prevatt Capital Ltd
特别关注No.4483 数据截至 2026Q2环比变动 Q1 2026
+$9,014.6万+24.3%
| 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 |
|---|
 CARGURUSCARG |
| 19.03% | 22.71% | $8,778.2万 | 257.5万股 | $8,427.4万 | 247.5万股 | +10.0万股+4.04% | 加仓 |
| GGARRETT MOTIONGTX |
| 14.93% | 11.02% | $6,883.7万 | 190.0万股 | $4,088.3万 | 225.0万股 | -35.0万股-15.56% | 减仓 |
 芝加哥商品交易所CME |
| 10.25% | 12.89% | $4,725.8万 | 21.4万股 | $4,784.7万 | 16.2万股 | +5.2万股+32.10% | 加仓 |
 BOOKING COMBKNG |
| 8.39% | 9.85% | $3,867.8万 | 21.7万股 | $3,654.6万 | 8,680股 | +20.8万股+2,400.00% | 加仓 |
| LLYFT INC CLASS ALYFT |
| 7.13% | 6.81% | $3,287.3万 | 225.0万股 | $2,527.0万 | 190.0万股 | +35.0万股+18.42% | 加仓 |
 PHINIA COMMON STOCKPHIN |
| 6.79% | 7.01% | $3,130.1万 | 38.0万股 | $2,600.7万 | 38.0万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 6.28% | 5.99% | $2,897.3万 | 39.5万股 | $2,224.2万 | 39.5万股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 6.16% | — | $2,839.5万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| BBLOCK H & RHRB |
| 5.86% | 6.07% | $2,703.7万 | 71.0万股 | $2,253.5万 | 71.0万股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 5.22% | 6.08% | $2,409.1万 | 24.5万股 | $2,256.9万 | 24.5万股 | 00.00% | 持仓不变 |
 COPART COMCPRT |
| 5.13% | 6.26% | $2,368.0万 | 84.0万股 | $2,324.0万 | 70.0万股 | +14.0万股+20.00% | 加仓 |
 VisaV |
| 4.84% | 5.29% | $2,230.1万 | 6.5万股 | $1,964.6万 | 6.5万股 | 00.00% | 持仓不变 |
