Park West Asset Management LLC
SAN FRANCISCO CA · SEC CIK 0001386928
$14.68亿2026Q2 申报市值
47持仓数
44.9%前十大占比 · 第一大 6.3%
13 / 18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
GLAS 新建仓+$6,736.64万
VSTS 新建仓+$4,411.15万
META 新建仓+$3,999.36万
NOK 新建仓+$3,984.00万
RKT 新建仓+$3,150.00万
2026Q2 卖出最多 按季末市值估算
FLEX 减仓-$6,855.56万
MKSI 减仓-$4,915.04万
BDX 清仓-$3,616.29万
GOOGL 减仓-$3,323.54万
KEX 清仓-$2,823.83万
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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $9,213.63万 | 6.28% | 568,497 | -423,000 | -42.7% | -$6,855.56万 | 减仓 |
| AMZN | AMAZON COM INC | $7,735.80万 | 5.27% | 324,570 | -46,400 | -12.5% | -$1,105.90万 | 减仓 |
| HQY | HEALTHEQUITY INC | $7,014.71万 | 4.78% | 776,651 | 153,495 | 24.6% | $1,386.37万 | 加仓 |
| GOOGL | ALPHABET INC | $6,861.50万 | 4.68% | 192,000 | -93,000 | -32.6% | -$3,323.54万 | 减仓 |
| GLAS | GLASS HOUSE BRANDS INC | $6,736.64万 | 4.59% | 5,182,030 | 5,182,030 | — | $6,736.64万 | 新建仓 |
| MKSI | MKS INC. | $6,171.16万 | 4.20% | 138,740 | -110,500 | -44.3% | -$4,915.04万 | 减仓 |
| ENVA | ENOVA INTL INC | $5,999.30万 | 4.09% | 249,213 | 2,950 | 1.2% | $71.02万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $5,873.93万 | 4.00% | 2,403,408 | -311,484 | -11.5% | -$761.27万 | 减仓 |
| PRCH | PORCH GROUP INC | $5,319.36万 | 3.62% | 3,536,810 | -1,560,382 | -30.6% | -$2,346.81万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $4,949.10万 | 3.37% | 3,075,883 | -500,742 | -14.0% | -$805.69万 | 减仓 |
| OPLN | OPENLANE INC | $4,636.81万 | 3.16% | 1,124,348 | -121,515 | -9.8% | -$501.13万 | 减仓 |
| TOST | TOAST INC | $4,568.07万 | 3.11% | 1,642,010 | 899,885 | 121.3% | $2,503.48万 | 加仓 |
| VSTS | VESTIS CORPORATION | $4,411.15万 | 3.01% | 3,037,983 | 3,037,983 | — | $4,411.15万 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $4,311.60万 | 2.94% | 3,106,339 | 1,171,138 | 60.5% | $1,625.54万 | 加仓 |
| CNK | CINEMARK HLDGS INC | $4,070.65万 | 2.77% | 1,282,904 | 258,805 | 25.3% | $821.19万 | 加仓 |
| META | META PLATFORMS INC | $3,999.36万 | 2.72% | 71,000 | 71,000 | — | $3,999.36万 | 新建仓 |
| NOK | NOKIA CORP | $3,984.00万 | 2.71% | 3,000,000 | 3,000,000 | — | $3,984.00万 | 新建仓 |
| MGNI | MAGNITE INC | $3,796.00万 | 2.59% | 2,000,000 | 1,401,620 | 234.2% | $2,660.27万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $3,664.67万 | 2.50% | 2,106,131 | -151,193 | -6.7% | -$263.08万 | 减仓 |
| SMTC | SEMTECH CORP | $3,579.51万 | 2.44% | 221,162 | -163,838 | -42.6% | -$2,651.72万 | 减仓 |
| SNPS | SYNOPSYS INC | $3,162.64万 | 2.15% | 70,900 | 7,000 | 11.0% | $312.25万 | 加仓 |
| RKT | ROCKET COS INC | $3,150.00万 | 2.15% | 2,000,000 | 2,000,000 | — | $3,150.00万 | 新建仓 |
| CXW | CORECIVIC INC | $2,731.00万 | 1.86% | 898,947 | 782,453 | 671.7% | $2,377.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,556.60万 | 1.74% | 40,027 | -35,000 | -46.6% | -$2,235.52万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,497.91万 | 1.70% | 1,015,000 | 1,015,000 | — | $2,497.91万 | 新建仓 |
| GEO | GEO GROUP INC | $2,246.09万 | 1.53% | 760,097 | -695,293 | -47.8% | -$2,054.59万 | 减仓 |
| CHWY | CHEWY INC | $2,190.97万 | 1.49% | 1,115,000 | 1,115,000 | — | $2,190.97万 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2,166.14万 | 1.48% | 175,695 | 175,695 | — | $2,166.14万 | 新建仓 |
| Z | ZILLOW GROUP INC | $2,053.78万 | 1.40% | 651,580 | -210,000 | -24.4% | -$661.92万 | 减仓 |
| CRH | CRH PLC | $2,033.00万 | 1.39% | 190,000 | 30,000 | 18.8% | $321.00万 | 加仓 |
| ROKU | ROKU INC | $1,816.54万 | 1.24% | 131,500 | 131,500 | — | $1,816.54万 | 新建仓 |
| P | EVERPURE INC | $1,812.17万 | 1.23% | 230,000 | 230,000 | — | $1,812.17万 | 新建仓 |
| MAMA | MAMAS CREATIONS INC | $1,428.00万 | 0.97% | 800,000 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,298.29万 | 0.88% | 143,047 | -42,983 | -23.1% | -$390.11万 | 减仓 |
| CPNG | COUPANG INC | $1,121.41万 | 0.76% | 645,600 | -501,000 | -43.7% | -$870.24万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,033.79万 | 0.70% | 58,000 | 58,000 | — | $1,033.79万 | 新建仓 |
| WULF | TERAWULF INC | $1,022.58万 | 0.70% | 414,001 | -834,800 | -66.8% | -$2,061.96万 | 减仓 |
| IREN | IREN LIMITED | $980.22万 | 0.67% | 214,350 | -9,500 | -4.2% | -$43.44万 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $962.59万 | 0.66% | 1,035,047 | -1,292,356 | -55.5% | -$1,201.89万 | 减仓 |
| VGNT | VERSIGENT PLC | $952.78万 | 0.65% | 226,798 | 226,798 | — | $952.78万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $934.37万 | 0.64% | 41,200 | -3,600 | -8.0% | -$81.64万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $595.63万 | 0.41% | 55,865 | -137,141 | -71.1% | -$1,462.20万 | 减仓 |
| MGNI | MAGNITE INC 看涨期权 | $474.50万 | 0.32% | 250,000 | 250,000 | — | $474.50万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $336.02万 | 0.23% | 78,565 | -131,550 | -62.6% | -$562.64万 | 减仓 |
| OIM | ONEIM ACQUISITION CORP | $302.10万 | 0.21% | 300,000 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $8.26万 | 0.01% | 600,105 | 0 | 0.0% | — | 不变 |
| — | ONEIM ACQUISITION CORP | $4.12万 | 0.00% | 49,999 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -230,000 | -100.0% | -$3,616.29万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -212,510 | -100.0% | -$2,823.83万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -130,000 | -100.0% | -$2,267.20万 | 清仓 |
| Z | ZILLOW GROUP INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$2,069.00万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -129,400 | -100.0% | -$1,547.75万 | 清仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $0 | 0.00% | 0 | -86,540 | -100.0% | -$1,518.60万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -518,024 | -100.0% | -$1,516.26万 | 清仓 |
| CNK | CINEMARK HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,426.00万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -176,500 | -100.0% | -$1,267.62万 | 清仓 |
| ENOV | ENOVIS CORPORATION | $0 | 0.00% | 0 | -520,592 | -100.0% | -$1,184.35万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -423,554 | -100.0% | -$1,140.21万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -240,250 | -100.0% | -$1,127.01万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -327,893 | -100.0% | -$692.84万 | 清仓 |
| TTD | THE TRADE DESK INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$680.70万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -25,468 | -100.0% | -$635.99万 | 清仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | 0.00% | 0 | -442,000 | -100.0% | -$489.29万 | 清仓 |
| U | UNITY SOFTWARE INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$438.80万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$133.00万 | 清仓 |