NEXPOINT ASSET MANAGEMENT, L.P.
Dallas TX · SEC CIK 0001469877
$14.97亿2026Q2 申报市值
70持仓数
50.4%前十大占比 · 第一大 9.8%
31 / 44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
NUVALENT INC 新建仓+$7,630.08万
GLOBAL BUSINESS 新建仓+$7,595.89万
TAYLOR MORRISON 新建仓+$7,532.20万
WTRG 新建仓+$6,820.52万
TOPBUILD COR 新建仓+$6,582.91万
2026Q2 卖出最多 按季末市值估算
HOLOGIC INC 清仓-$1.17亿
CLEARWATER ANALY 清仓-$9,470.00万
SEALED AIR CORP 清仓-$8,383.93万
ONESTREAM INC 清仓-$8,059.72万
AIR LEASE CORP 清仓-$7,589.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | CHART INDS INC | $4,615.84万 | 3.08% | 220,917 | 35,657 | 19.2% | $745.02万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $5,036.84万 | 3.37% | 1,602,557 | 1,602,557 | — | $5,036.84万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $5,153.38万 | 3.44% | 1,933,000 | 1,061,000 | 121.7% | $2,828.63万 | 加仓 |
| — | AVANOS MED INC | $5,417.29万 | 3.62% | 2,177,366 | 2,177,366 | — | $5,417.29万 | 新建仓 |
| — | WHITESTONE REIT | $5,783.19万 | 3.86% | 3,050,205 | 2,174,950 | 248.5% | $4,123.71万 | 加仓 |
| — | SILA REALTY TRUST INC | $5,968.97万 | 3.99% | 1,966,063 | 1,966,063 | — | $5,968.97万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $6,293.99万 | 4.20% | 306,964 | 6,954 | 2.3% | $142.58万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $6,562.38万 | 4.38% | 1,263,211 | 1,263,211 | — | $6,562.38万 | 新建仓 |
| — | TOPBUILD COR | $6,582.91万 | 4.40% | 185,680 | 185,680 | — | $6,582.91万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $6,820.52万 | 4.56% | 1,780,349 | 1,780,349 | — | $6,820.52万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $7,532.20万 | 5.03% | 1,049,930 | 1,049,930 | — | $7,532.20万 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $7,595.89万 | 5.07% | 8,089,339 | 8,089,339 | — | $7,595.89万 | 新建仓 |
| — | NUVALENT INC | $7,630.08万 | 5.10% | 617,820 | 617,820 | — | $7,630.08万 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $1.46亿 | 9.78% | 9,439,635 | 0 | 0.0% | — | 不变 |