Freshford Capital Management, LLC
HARRISON NY · SEC CIK 0001459270
$2.00亿2026Q1 申报市值
19持仓数
72.8%前十大占比 · 第一大 13.6%
6 / 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
UBER 加仓+$1,177.59万
TTWO 新建仓+$1,156.48万
FICO 加仓+$740.87万
VERX 新建仓+$672.44万
CP 加仓+$619.97万
2026Q1 卖出最多 按季末市值估算
TRMB 清仓-$1,419.98万
GOOGL 减仓-$1,389.81万
NXE 清仓-$823.60万
TWST 减仓-$765.97万
BATRK 减仓-$720.04万
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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -181,235 | -100.0% | -$1,419.98万 | 清仓 |
| NXE | NEXGEN ENERGY LTD | $0 | 0.00% | 0 | -895,213 | -100.0% | -$823.60万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -26,731 | -100.0% | -$574.13万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -137,074 | -100.0% | -$543.22万 | 清仓 |
| NSP | INSPERITY INC | $121.88万 | 0.61% | 45,073 | 45,073 | — | $121.88万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $233.75万 | 1.17% | 125,000 | 125,000 | — | $233.75万 | 新建仓 |
| SARO | STANDARDAERO INC | $258.30万 | 1.29% | 100,000 | 100,000 | — | $258.30万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $422.14万 | 2.11% | 551,100 | 551,100 | — | $422.14万 | 新建仓 |
| VERX | VERTEX INC | $672.44万 | 3.36% | 565,547 | 565,547 | — | $672.44万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $814.55万 | 4.07% | 190,762 | -168,628 | -46.9% | -$720.04万 | 减仓 |
| GDDY | GODADDY INC | $898.91万 | 4.49% | 108,735 | -33,169 | -23.4% | -$274.21万 | 减仓 |
| IQV | IQVIA HLDGS INC | $961.35万 | 4.80% | 56,371 | 16,734 | 42.2% | $285.38万 | 加仓 |
| GOOGL | ALPHABET INC | $1,071.45万 | 5.35% | 37,260 | -48,331 | -56.5% | -$1,389.81万 | 减仓 |
| CACI | CACI INTL INC | $1,091.28万 | 5.45% | 20,065 | -5,223 | -20.7% | -$284.06万 | 减仓 |
| MRCY | MERCURY SYS INC | $1,123.29万 | 5.61% | 154,065 | -28,360 | -15.5% | -$206.77万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,156.48万 | 5.78% | 58,556 | 58,556 | — | $1,156.48万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,208.29万 | 6.03% | 167,982 | 163,714 | 3,835.8% | $1,177.59万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,230.68万 | 6.15% | 258,982 | -161,189 | -38.4% | -$765.97万 | 减仓 |
| APP | APPLOVIN CORP | $1,302.38万 | 6.50% | 32,723 | -10,108 | -23.6% | -$402.30万 | 减仓 |
| TXG | 10X GENOMICS INC | $1,428.69万 | 7.14% | 672,956 | -160,346 | -19.2% | -$340.41万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,492.48万 | 7.45% | 189,738 | 78,816 | 71.1% | $619.97万 | 加仓 |
| AMZN | AMAZON COM INC | $1,817.30万 | 9.08% | 87,257 | -911 | -1.0% | -$18.97万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,716.89万 | 13.57% | 25,450 | 6,940 | 37.5% | $740.87万 | 加仓 |