PAR CAPITAL MANAGEMENT INC
BOSTON MA · SEC CIK 0001051359
$34.52亿2026Q1 申报市值
48持仓数
82.7%前十大占比 · 第一大 15.0%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UBER 加仓+$1.97亿
BKNG 加仓+$7,614.78万
V 加仓+$2,386.49万
TRIP 加仓+$2,016.33万
ALGT 加仓+$1,799.98万
2026Q1 卖出最多 按季末市值估算
SCHW 减仓-$6,190.46万
WEBSTER FINL COR 减仓-$4,897.58万
CARS 减仓-$1,990.50万
MAR 减仓-$1,468.54万
CARG 减仓-$1,149.94万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AERO | GRUPO AEROMEXICO SAB DE CV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -6,300 | -100.0% | -$145.42万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -18,500 | -100.0% | -$101.75万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$79.27万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$76.45万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$74.68万 | 清仓 |
| DASH | DOORDASH INC 看跌期权 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$54.36万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -5,300 | -100.0% | -$36.25万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -18,000 | -100.0% | -$25.90万 | 清仓 |
| NXT | NEXTPOWER INC | $20.81万 | 0.01% | 1,726 | 1,726 | — | $20.81万 | 新建仓 |
| CARG | CARGURUS INC | $35.33万 | 0.01% | 10,376 | -337,722 | -97.0% | -$1,149.94万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $48.23万 | 0.01% | 6,000 | -5,900 | -49.6% | -$47.43万 | 减仓 |
| SNAP | SNAP INC | $50.92万 | 0.01% | 110,693 | 110,693 | — | $50.92万 | 新建仓 |
| PINS | PINTEREST INC | $58.37万 | 0.02% | 31,825 | 31,825 | — | $58.37万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $67.33万 | 0.02% | 13,523 | 9,023 | 200.5% | $44.93万 | 加仓 |
| TFC | TRUIST FINL CORP | $68.95万 | 0.02% | 15,000 | 15,000 | — | $68.95万 | 新建仓 |
| CART | MAPLEBEAR INC | $76.18万 | 0.02% | 20,336 | -54,664 | -72.9% | -$204.77万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $95.95万 | 0.03% | 16,000 | 16,000 | — | $95.95万 | 新建仓 |
| C | CITIGROUP INC 看跌期权 | $113.41万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $113.41万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC 看跌期权 | $119.66万 | 0.03% | 18,000 | 0 | 0.0% | — | 不变 |
| CARS | CARS COM INC | $199.99万 | 0.06% | 246,299 | -2,451,349 | -90.9% | -$1,990.50万 | 减仓 |
| — | WEBSTER FINL CORP | $347.10万 | 0.10% | 50,000 | -705,500 | -93.4% | -$4,897.58万 | 减仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $645.40万 | 0.19% | 1,400,000 | 0 | 0.0% | — | 不变 |
| ULCC | FRONTIER GROUP HLDGS INC | $752.28万 | 0.22% | 2,131,100 | -25,000 | -1.2% | -$8.82万 | 减仓 |
| LTM | LATAM AIRLINES GROUP SA | $815.76万 | 0.24% | 165,000 | 0 | 0.0% | — | 不变 |
| RJET | REPUBLIC AWYS HLDGS INC | $906.24万 | 0.26% | 506,844 | 329,543 | 185.9% | $589.22万 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $941.14万 | 0.27% | 1,686,634 | 803,390 | 91.0% | $448.29万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $963.85万 | 0.28% | 33,600 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,021.22万 | 0.30% | 35,600 | -1,100 | -3.0% | -$31.55万 | 减仓 |
| — | TRIVAGO N V | $1,136.33万 | 0.33% | 4,193,114 | 222,308 | 5.6% | $60.25万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,342.50万 | 0.39% | 1,250,000 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $1,532.00万 | 0.44% | 400,000 | 75,000 | 23.1% | $287.25万 | 加仓 |
| CPA | COPA HOLDINGS SA | $1,785.92万 | 0.52% | 157,197 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $1,970.18万 | 0.57% | 4,457,425 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,994.10万 | 0.58% | 345,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2,380.51万 | 0.69% | 253,300 | -658,700 | -72.2% | -$6,190.46万 | 减仓 |
| V | VISA INC | $2,417.92万 | 0.70% | 80,000 | 78,960 | 7,592.3% | $2,386.49万 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC | $2,424.81万 | 0.70% | 1,467,800 | -532,200 | -26.6% | -$879.19万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $2,917.00万 | 0.85% | 200,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2,943.63万 | 0.85% | 90,000 | -44,900 | -33.3% | -$1,468.54万 | 减仓 |
| SKYW | SKYWEST INC | $3,286.81万 | 0.95% | 357,923 | -1,958 | -0.5% | -$17.98万 | 减仓 |
| LYFT | LYFT INC | $4,162.90万 | 1.21% | 3,130,000 | -10,000 | -0.3% | -$13.30万 | 减仓 |
| TRIP | TRIPADVISOR INC | $4,340.81万 | 1.26% | 4,072,054 | 1,891,490 | 86.7% | $2,016.33万 | 加仓 |
| H | HYATT HOTELS CORP | $4,867.29万 | 1.41% | 338,500 | -300 | -0.1% | -$4.31万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $5,816.76万 | 1.69% | 1,581,500 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $6,857.53万 | 1.99% | 846,191 | 222,110 | 35.6% | $1,799.98万 | 加仓 |
| ABNB | AIRBNB INC | $9,439.43万 | 2.73% | 747,500 | 17,600 | 2.4% | $222.25万 | 加仓 |
| CVNA | CARVANA CO | $1.09亿 | 3.17% | 347,872 | -2,800 | -0.8% | -$88.03万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.79亿 | 5.19% | 42,573 | 18,086 | 73.9% | $7,614.78万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.96亿 | 5.68% | 5,219,192 | 269,000 | 5.4% | $1,010.63万 | 加仓 |
| DAL | DELTA AIR LINES INC | $2.34亿 | 6.77% | 3,514,445 | -59,765 | -1.7% | -$397.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.69亿 | 7.79% | 3,736,973 | 2,741,773 | 275.5% | $1.97亿 | 加仓 |
| WEX | WEX INC | $3.45亿 | 10.00% | 2,254,984 | 2,984 | 0.1% | $45.67万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $4.51亿 | 13.06% | 1,952,120 | 3,674 | 0.2% | $84.83万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $4.60亿 | 13.33% | 4,996,850 | 102,000 | 2.1% | $939.11万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5.18亿 | 15.00% | 7,612,137 | 112,137 | 1.5% | $762.76万 | 加仓 |