Marble Bar Asset Management LLP
London X0 · SEC CIK 0001346570
$1.44亿2026Q2 申报市值
42持仓数
79.5%前十大占比 · 第一大 33.1%
19 / 7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
WARNER BROS DISC 加仓+$4,344.04万
ECHO 加仓+$3,293.81万
MPT 新建仓+$725.34万
UAL 新建仓+$203.99万
FTAI 新建仓+$175.84万
2026Q2 卖出最多 按季末市值估算
NSC 减仓-$5,664.48万
NWS 清仓-$429.84万
HOLOGIC INC 清仓-$182.80万
FWONA 减仓-$166.62万
THERAVANCE BIOPH 清仓-$138.08万
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 |
|---|---|---|---|---|---|---|---|---|
| NWS | NEWS CORP NEW | $0 | 0.00% | 0 | -150,768 | -100.0% | -$429.84万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -24,183 | -100.0% | -$182.80万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -85,074 | -100.0% | -$138.08万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,896 | -100.0% | -$53.80万 | 清仓 |
| FLNG | FLEX LNG LTD | $0 | 0.00% | 0 | -17,550 | -100.0% | -$52.14万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -17,811 | -100.0% | -$40.06万 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -9,294 | -100.0% | -$30.12万 | 清仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $18.12万 | 0.13% | 13,000 | 13,000 | — | $18.12万 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $20.36万 | 0.14% | 8,878 | 8,878 | — | $20.36万 | 新建仓 |
| OCS | OCULIS HOLDING AG | $20.54万 | 0.14% | 14,806 | 14,806 | — | $20.54万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $20.78万 | 0.14% | 20,000 | 20,000 | — | $20.78万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $31.42万 | 0.22% | 6,000 | 6,000 | — | $31.42万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC | $33.51万 | 0.23% | 3,537 | 3,537 | — | $33.51万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $43.44万 | 0.30% | 7,000 | 7,000 | — | $43.44万 | 新建仓 |
| NOW | SERVICENOW INC | $51.77万 | 0.36% | 5,215 | -65 | -1.2% | -$6,453 | 减仓 |
| GRAL | GRAIL INC | $53.90万 | 0.37% | 7,895 | 7,895 | — | $53.90万 | 新建仓 |
| MRX | MAREX GROUP PLC | $54.85万 | 0.38% | 9,000 | 9,000 | — | $54.85万 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC | $57.11万 | 0.40% | 57,748 | -900 | -1.5% | -$8,901 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $62.34万 | 0.43% | 62,339 | -32,049 | -34.0% | -$32.05万 | 减仓 |
| FWRD | FORWARD AIR CORP | $63.12万 | 0.44% | 46,719 | 46,719 | — | $63.12万 | 新建仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $76.61万 | 0.53% | 21,127 | 21,127 | — | $76.61万 | 新建仓 |
| SGRY | SURGERY PARTNERS INC | $78.27万 | 0.54% | 46,589 | 30,761 | 194.3% | $51.68万 | 加仓 |
| QDEL | QUIDELORTHO CORP | $87.58万 | 0.61% | 50,000 | 50,000 | — | $87.58万 | 新建仓 |
| — | LANDS END INC NEW | $100.07万 | 0.69% | 95,483 | -38,007 | -28.5% | -$39.83万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $101.31万 | 0.70% | 7,124 | 4,579 | 179.9% | $65.12万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $102.05万 | 0.71% | 7,000 | 7,000 | — | $102.05万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $110.01万 | 0.76% | 98,839 | 19,525 | 24.6% | $21.73万 | 加仓 |
| KVUE | KENVUE INC | $118.63万 | 0.82% | 62,078 | -765 | -1.2% | -$1.46万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $120.31万 | 0.83% | 122,518 | -1,406 | -1.1% | -$1.38万 | 减仓 |
| — | ELME COMMUNITIES | $128.78万 | 0.89% | 870,102 | -9,898 | -1.1% | -$1.46万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $134.68万 | 0.93% | 25,800 | 25,800 | — | $134.68万 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $139.68万 | 0.97% | 103,849 | -43,151 | -29.4% | -$58.04万 | 减仓 |
| GLNG | GOLAR LNG LTD | $145.82万 | 1.01% | 29,258 | 14,484 | 98.0% | $72.19万 | 加仓 |
| GRND | GRINDR INC | $146.96万 | 1.02% | 102,268 | 14,820 | 16.9% | $21.30万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $155.44万 | 1.08% | 4,941 | -180,059 | -97.3% | -$5,664.48万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $164.10万 | 1.14% | 107,186 | 79,068 | 281.2% | $121.05万 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $167.97万 | 1.17% | 251,836 | -43,472 | -14.7% | -$29.00万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $169.41万 | 1.17% | 35,434 | 35,434 | — | $169.41万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $172.80万 | 1.20% | 96,000 | 96,000 | — | $172.80万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $175.84万 | 1.22% | 6,500 | 6,500 | — | $175.84万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $203.99万 | 1.41% | 15,000 | 15,000 | — | $203.99万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $258.19万 | 1.79% | 240,848 | 42,640 | 21.5% | $45.71万 | 加仓 |
| — | ELECTRONIC ARTS INC | $268.91万 | 1.87% | 13,115 | 6,537 | 99.4% | $134.03万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $269.26万 | 1.87% | 26,591 | -16,455 | -38.2% | -$166.62万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $435.14万 | 3.02% | 340,489 | 2,470 | 0.7% | $3.16万 | 加仓 |
| ATEX | ANTERIX INC | $702.54万 | 4.87% | 68,248 | 14,739 | 27.5% | $151.72万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $725.34万 | 5.03% | 1,570,000 | 1,570,000 | — | $725.34万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $3,657.99万 | 25.37% | 360,393 | 324,513 | 904.4% | $3,293.81万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $4,769.12万 | 33.08% | 1,788,868 | 1,629,423 | 1,021.9% | $4,344.04万 | 加仓 |