PAR CAPITAL MANAGEMENT INC
BOSTON MA · SEC CIK 0001051359
$40.34亿2026Q2 申报市值
48持仓数
84.1%前十大占比 · 第一大 18.1%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UAL 加仓+$4,934.95万
UBER 加仓+$3,468.93万
META 重新持有+$3,057.71万
Z 新建仓+$2,594.10万
V 加仓+$1,633.11万
2026Q2 卖出最多 按季末市值估算
AERO 重新持有-$2.28亿
SKYW 减仓-$3,010.12万
CAR 清仓-$2,917.00万
SUN CTRY AIRLS H 清仓-$2,424.81万
LYFT 减仓-$2,228.03万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UAL | UNITED AIRLS HLDGS INC | $7.29亿 | 18.07% | 5,359,741 | 362,891 | 7.3% | $4,934.95万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5.79亿 | 14.35% | 7,612,137 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $4.85亿 | 12.03% | 1,895,847 | -56,273 | -2.9% | -$1,439.91万 | 减仓 |
| DAL | DELTA AIR LINES INC | $3.26亿 | 8.09% | 3,482,745 | -31,700 | -0.9% | -$296.90万 | 减仓 |
| WEX | WEX INC | $3.18亿 | 7.89% | 2,254,984 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.04亿 | 7.54% | 4,217,700 | 480,727 | 12.9% | $3,468.93万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.52亿 | 6.25% | 4,905,756 | -313,436 | -6.0% | -$1,611.69万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.77亿 | 4.38% | 992,100 | -72,225 | -6.8% | -$1,287.34万 | 减仓 |
| CVNA | CARVANA CO | $1.14亿 | 2.84% | 1,739,360 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $1.07亿 | 2.66% | 750,000 | 2,500 | 0.3% | $35.77万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $9,932.87万 | 2.46% | 844,632 | -1,559 | -0.2% | -$18.33万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $8,245.70万 | 2.04% | 1,579,636 | -1,864 | -0.1% | -$9.73万 | 减仓 |
| H | HYATT HOTELS CORP | $6,561.48万 | 1.63% | 338,500 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $5,582.79万 | 1.38% | 4,072,054 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4,377.83万 | 1.09% | 127,600 | 47,600 | 59.5% | $1,633.11万 | 加仓 |
| META | META PLATFORMS INC | $3,097.14万 | 0.77% | 54,983 | 54,283 | 7,754.7% | $3,057.71万 | 重新持有 |
| Z | ZILLOW GROUP INC | $2,594.10万 | 0.64% | 823,000 | 823,000 | — | $2,594.10万 | 新建仓 |
| — | TRIVAGO N V | $2,348.12万 | 0.58% | 4,292,733 | 99,619 | 2.4% | $54.49万 | 加仓 |
| LYFT | LYFT INC | $2,344.91万 | 0.58% | 1,605,000 | -1,525,000 | -48.7% | -$2,228.03万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $2,292.00万 | 0.57% | 4,000,000 | -457,425 | -10.3% | -$262.10万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,260.61万 | 0.56% | 245,000 | -8,300 | -3.3% | -$76.58万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2,201.50万 | 0.55% | 340,000 | -5,000 | -1.4% | -$32.38万 | 减仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $2,141.68万 | 0.53% | 1,189,824 | -12,660,586 | -91.4% | -$2.28亿 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,807.00万 | 0.45% | 1,000,000 | -250,000 | -20.0% | -$451.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,540.80万 | 0.38% | 30,000 | 29,100 | 3,233.3% | $1,494.58万 | 重新持有 |
| MAR | MARRIOTT INTL INC NEW | $1,482.36万 | 0.37% | 40,000 | -50,000 | -55.6% | -$1,852.95万 | 减仓 |
| RJET | REPUBLIC AWYS HLDGS INC | $1,064.88万 | 0.26% | 506,844 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $890.39万 | 0.22% | 25,200 | -10,400 | -29.2% | -$367.46万 | 减仓 |
| BILL | BILL HOLDINGS INC | $723.20万 | 0.18% | 200,000 | -200,000 | -50.0% | -$723.20万 | 减仓 |
| SKYW | SKYWEST INC | $545.13万 | 0.14% | 54,881 | -303,042 | -84.7% | -$3,010.12万 | 减仓 |
| CPA | COPA HOLDINGS SA | $312.93万 | 0.08% | 20,115 | -137,082 | -87.2% | -$2,132.58万 | 减仓 |
| CARS | CARS COM INC | $269.45万 | 0.07% | 246,299 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $206.34万 | 0.05% | 911,001 | -488,999 | -34.9% | -$110.76万 | 减仓 |
| FLEX | FLEX LTD | $160.61万 | 0.04% | 9,910 | 9,910 | — | $160.61万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $146.73万 | 0.04% | 17,000 | 11,000 | 183.3% | $94.94万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $140.14万 | 0.03% | 20,000 | 4,000 | 25.0% | $28.03万 | 加仓 |
| C | CITIGROUP INC | $139.96万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC 看跌期权 | $139.96万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC 看跌期权 | $98.34万 | 0.02% | 10,500 | -7,500 | -41.7% | -$70.25万 | 减仓 |
| CART | MAPLEBEAR INC | $96.29万 | 0.02% | 20,336 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $89.40万 | 0.02% | 8,000 | 8,000 | — | $89.40万 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $88.33万 | 0.02% | 2,500 | -31,100 | -92.6% | -$1,098.86万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $53.88万 | 0.01% | 13,523 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $49.82万 | 0.01% | 10,000 | -5,000 | -33.3% | -$24.91万 | 减仓 |
| CARG | CARGURUS INC | $35.37万 | 0.01% | 10,376 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $32.62万 | 0.01% | 4,000 | 4,000 | — | $32.62万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $24.62万 | 0.01% | 1,000 | 1,000 | — | $24.62万 | 新建仓 |
| NXT | NEXTPOWER INC | $20.56万 | 0.01% | 1,726 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$2,917.00万 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -1,467,800 | -100.0% | -$2,424.81万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -1,686,634 | -100.0% | -$941.14万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -165,000 | -100.0% | -$815.76万 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -2,131,100 | -100.0% | -$752.28万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$347.10万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -31,825 | -100.0% | -$58.37万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -110,693 | -100.0% | -$50.92万 | 清仓 |