Marble Bar Asset Management LLP
London X0 · SEC CIK 0001346570
$1.02亿2026Q1 申报市值
30持仓数
82.9%前十大占比 · 第一大 52.1%
22 / 4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
NSC 新建仓+$5,309.50万
VISN 新建仓+$615.19万
NWS 新建仓+$429.84万
ECHO 新建仓+$420.05万
WARNER BROS DISC 加仓+$407.18万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$41.67万
HNI 清仓-$23.67万
ILMN 清仓-$17.08万
PD 清仓-$9.20万
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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $5,309.50万 | 52.13% | 185,000 | 185,000 | — | $5,309.50万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $615.19万 | 6.04% | 338,019 | 338,019 | — | $615.19万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $437.84万 | 4.30% | 159,445 | 148,282 | 1,328.3% | $407.18万 | 加仓 |
| NWS | NEWS CORP NEW | $429.84万 | 4.22% | 150,768 | 150,768 | — | $429.84万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $420.05万 | 4.12% | 35,880 | 35,880 | — | $420.05万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $394.47万 | 3.87% | 43,046 | 43,046 | — | $394.47万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $252.52万 | 2.48% | 198,208 | 198,208 | — | $252.52万 | 新建仓 |
| ATEX | ANTERIX INC | $204.35万 | 2.01% | 53,509 | 40,243 | 303.4% | $153.69万 | 加仓 |
| RNA | ATRIUM THERAPEUTICS INC | $196.54万 | 1.93% | 147,000 | 147,000 | — | $196.54万 | 新建仓 |
| — | HOLOGIC INC | $182.80万 | 1.79% | 24,183 | 24,183 | — | $182.80万 | 新建仓 |
| — | ELME COMMUNITIES | $176.88万 | 1.74% | 880,000 | 826,353 | 1,540.4% | $166.10万 | 加仓 |
| — | LANDS END INC NEW | $150.04万 | 1.47% | 133,490 | 133,490 | — | $150.04万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $139.39万 | 1.37% | 295,308 | 295,308 | — | $139.39万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $138.08万 | 1.36% | 85,074 | 85,074 | — | $138.08万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $134.11万 | 1.32% | 6,578 | 4,446 | 208.5% | $90.64万 | 加仓 |
| VG | VENTURE GLOBAL INC | $125.00万 | 1.23% | 79,314 | 79,314 | — | $125.00万 | 新建仓 |
| KVUE | KENVUE INC | $108.34万 | 1.06% | 62,843 | 26,382 | 72.4% | $45.48万 | 加仓 |
| GRND | GRINDR INC | $105.72万 | 1.04% | 87,448 | 60,289 | 222.0% | $72.89万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $104.96万 | 1.03% | 123,924 | 123,924 | — | $104.96万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $89.86万 | 0.88% | 94,388 | 94,388 | — | $89.86万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $79.94万 | 0.78% | 14,774 | 14,774 | — | $79.94万 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC | $57.42万 | 0.56% | 58,648 | 58,648 | — | $57.42万 | 新建仓 |
| NOW | SERVICENOW INC | $55.20万 | 0.54% | 5,280 | 5,280 | — | $55.20万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $54.94万 | 0.54% | 2,545 | 2,545 | — | $54.94万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $53.80万 | 0.53% | 1,896 | 1,896 | — | $53.80万 | 新建仓 |
| FLNG | FLEX LNG LTD | $52.14万 | 0.51% | 17,550 | 17,550 | — | $52.14万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $40.06万 | 0.39% | 17,811 | 17,811 | — | $40.06万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $30.12万 | 0.30% | 9,294 | 9,294 | — | $30.12万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $26.97万 | 0.26% | 28,118 | 0 | 0.0% | — | 不变 |
| SGRY | SURGERY PARTNERS INC | $18.87万 | 0.19% | 15,828 | 5,276 | 50.0% | $6.29万 | 加仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -5,777 | -100.0% | -$41.67万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -5,630 | -100.0% | -$23.67万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$17.08万 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -7,020 | -100.0% | -$9.20万 | 清仓 |