首页 › 机构 › LYNWOOD PRICE CAPITAL MANAGEMENT LP
LYNWOOD PRICE CAPITAL MANAGEMENT LP
特别关注No.7032 数据截至 2026Q2环比变动 Q1 2026
+$2,093.8万+11.2%
| 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 |
|---|
 台积电TSM |
| 15.8% | 12.71% | $3,271.4万 | 6.9万股 | $2,365.7万 | 7.0万股 | -1,500股-2.14% | 减仓 |
 安费诺APH |
| 12.16% | 7.13% | $2,517.1万 | 14.3万股 | $1,326.7万 | 10.5万股 | +3.8万股+35.96% | 加仓 |
 TransDigmTDG |
| 11.02% | 9.46% | $2,281.1万 | 1.7万股 | $1,761.6万 | 1.5万股 | +1,925股+12.66% | 加仓 |
 MCKESSON COMMCK |
| 10.42% | 10.88% | $2,158.7万 | 2.9万股 | $2,024.9万 | 2.3万股 | +5,170股+22.09% | 加仓 |
 亚马逊AMZN |
| 9.14% | 9.79% | $1,893.5万 | 7.9万股 | $1,822.4万 | 8.8万股 | -8,055股-9.21% | 减仓 |
 英伟达NVDA |
| 8.27% | 5.25% | $1,713.3万 | 8.6万股 | $976.6万 | 5.6万股 | +3.0万股+52.90% | 加仓 |
| KKKR & COMKKR |
| 7.5% | 8.7% | $1,552.2万 | 16.9万股 | $1,618.8万 | 17.5万股 | -5,875股-3.36% | 减仓 |
 PERIMETER SOLUTIONSPRM |
| 7.37% | 4.59% | $1,526.3万 | 42.8万股 | $854.7万 | 35.0万股 | +7.8万股+22.32% | 加仓 |
 VisaV |
| 5.04% | 2.84% | $1,043.0万 | 3.0万股 | $528.9万 | 1.8万股 | +1.3万股+73.71% | 加仓 |
 优步UBER |
| 4.77% | 7.89% | $988.6万 | 13.7万股 | $1,468.8万 | 20.4万股 | -6.7万股-32.91% | 减仓 |
 ROYALTY PHARMARPRX |
| 3.87% | — | $801.8万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
 谷歌AGOOGL |
| 2.76% | — | $571.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 万豪MAR |
| 1.88% | 1.84% | $389.1万 | 1.1万股 | $343.4万 | 1.1万股 | 00.00% | 持仓不变 |
