SHAH CAPITAL MANAGEMENT
RALEIGH NC · SEC CIK 0001383838
$5.26亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 46.3%
0 / 2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
VGSH 加仓+$228.92万
2026Q2 卖出最多 按季末市值估算
CYD 减仓-$1,315.08万
VEON 减仓-$1,163.86万
WOLF 清仓-$830.60万
NVAX 减仓-$640.11万
TDAY 清仓-$352.50万
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 |
|---|---|---|---|---|---|---|---|---|
| WOLF | WOLFSPEED INC | $0 | 0.00% | 0 | -508,948 | -100.0% | -$830.60万 | 清仓 |
| TDAY | USA TODAY CO INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$352.50万 | 清仓 |
| DOLE | DOLE PLC | $604.81万 | 1.15% | 440,826 | -17,696 | -3.9% | -$24.28万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $1,266.79万 | 2.41% | 556,830 | -29,170 | -5.0% | -$66.36万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1,353.73万 | 2.57% | 294,866 | -9,087 | -3.0% | -$41.72万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $1,479.79万 | 2.81% | 923,716 | -40,841 | -4.2% | -$65.43万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $1,619.61万 | 3.08% | 2,570,814 | -423,340 | -14.1% | -$266.70万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,225.13万 | 4.23% | 382,324 | 39,334 | 11.5% | $228.92万 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $6,357.95万 | 12.08% | 1,341,057 | -277,384 | -17.1% | -$1,315.08万 | 减仓 |
| NVAX | NOVAVAX INC | $1.33亿 | 25.36% | 14,165,577 | -679,520 | -4.6% | -$640.11万 | 减仓 |
| VEON | VEON LTD | $2.44亿 | 46.31% | 4,667,578 | -222,919 | -4.6% | -$1,163.86万 | 减仓 |