Palogic Value Management, L.P.
DALLAS TX · SEC CIK 0001532943
$3.04亿2026Q2 申报市值
194持仓数
34.6%前十大占比 · 第一大 8.9%
33 / 17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
AAPL 加仓+$1,372.66万
BIL 加仓+$624.59万
HEALTH CATALYST 加仓+$403.14万
AGX 新建仓+$223.56万
MSFT 加仓+$203.28万
2026Q2 卖出最多 按季末市值估算
BAND 减仓-$1,028.51万
OPEN LENDING COR 清仓-$567.95万
PEB 清仓-$347.45万
ASPN 减仓-$167.64万
EXPENSIFY INC 减仓-$134.99万
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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$52.38万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,521 | -100.0% | -$36.97万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$35.42万 | 清仓 |
| SMWB | SIMILARWEB LTD | $0 | 0.00% | 0 | -114,000 | -100.0% | -$29.75万 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$27.78万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.94万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$26.56万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -5,177 | -100.0% | -$24.29万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -500 | -100.0% | -$23.66万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$23.31万 | 清仓 |
| — | GRANITE PT MTG TR INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$2.75万 | 清仓 |