Freshford Capital Management, LLC
HARRISON NY · SEC CIK 0001459270
$2.92亿2026Q2 申报市值
22持仓数
68.6%前十大占比 · 第一大 15.9%
5 / 3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
TMO 新建仓+$1,814.52万
FICO 加仓+$1,608.29万
RGEN 新建仓+$1,078.53万
MSGK 新建仓+$1,029.43万
CACI 加仓+$611.46万
2026Q2 卖出最多 按季末市值估算
GOOGL 清仓-$1,071.45万
IQV 清仓-$961.35万
TWST 减仓-$838.81万
MRCY 减仓-$737.70万
GDDY 减仓-$589.84万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -37,260 | -100.0% | -$1,071.45万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -56,371 | -100.0% | -$961.35万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$258.30万 | 清仓 |
| GDDY | GODADDY INC | $333.10万 | 1.14% | 39,244 | -69,491 | -63.9% | -$589.84万 | 减仓 |
| NSP | INSPERITY INC | $343.94万 | 1.18% | 83,259 | 38,186 | 84.7% | $157.75万 | 加仓 |
| STAA | STAAR SURGICAL CO | $358.62万 | 1.23% | 125,000 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $436.40万 | 1.49% | 538,104 | 538,104 | — | $436.40万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $468.26万 | 1.60% | 16,624 | 16,624 | — | $468.26万 | 新建仓 |
| QURE | UNIQURE NV | $745.50万 | 2.55% | 161,855 | -67,758 | -29.5% | -$312.09万 | 重新持有 |
| NEXT | NEXTDECADE CORP | $890.38万 | 3.05% | 1,180,872 | 629,772 | 114.3% | $474.85万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,029.43万 | 3.52% | 25,618 | 25,618 | — | $1,029.43万 | 新建仓 |
| RGEN | REPLIGEN CORP | $1,078.53万 | 3.69% | 79,048 | 79,048 | — | $1,078.53万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,136.07万 | 3.89% | 157,437 | -10,545 | -6.3% | -$76.09万 | 减仓 |
| MRCY | MERCURY SYS INC | $1,146.98万 | 3.92% | 93,761 | -60,304 | -39.1% | -$737.70万 | 减仓 |
| VERX | VERTEX INC | $1,202.29万 | 4.11% | 1,047,293 | 481,746 | 85.2% | $553.04万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1,314.39万 | 4.50% | 253,255 | 62,493 | 32.8% | $324.34万 | 加仓 |
| AMZN | AMAZON COM INC | $1,526.59万 | 5.22% | 64,051 | -23,206 | -26.6% | -$553.09万 | 减仓 |
| CACI | CACI INTL INC | $1,540.99万 | 5.27% | 33,264 | 13,199 | 65.8% | $611.46万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,667.37万 | 5.70% | 66,700 | 8,144 | 13.9% | $203.58万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,708.33万 | 5.84% | 197,153 | 7,415 | 3.9% | $64.25万 | 加仓 |
| APP | APPLOVIN CORP | $1,709.53万 | 5.85% | 33,180 | 457 | 1.4% | $23.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,814.52万 | 6.21% | 36,192 | 36,192 | — | $1,814.52万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,825.60万 | 6.25% | 177,449 | -81,533 | -31.5% | -$838.81万 | 减仓 |
| TXG | 10X GENOMICS INC | $2,302.02万 | 7.88% | 600,423 | -72,533 | -10.8% | -$278.09万 | 减仓 |
| FICO | FAIR ISAAC CORP | $4,649.01万 | 15.91% | 38,911 | 13,461 | 52.9% | $1,608.29万 | 加仓 |