SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001543170
$28.01亿2026Q1 申报市值
11持仓数
99.4%前十大占比 · 第一大 26.2%
1 / 0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
CIGI 加仓+$1.29亿
DKNG 加仓+$1.18亿
SRAD 新建仓+$4,603.50万
CVNA 加仓+$1,886.28万
CPAY 加仓+$1,454.95万
2026Q1 卖出最多 按季末市值估算
W 减仓-$2,435.64万
CMPR 减仓-$1,771.95万
APP 减仓-$387.21万
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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $7.34亿 | 26.21% | 2,335,000 | 60,000 | 2.6% | $1,886.28万 | 加仓 |
| APP | APPLOVIN CORP | $7.12亿 | 25.44% | 1,790,000 | -9,729 | -0.5% | -$387.21万 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $2.68亿 | 9.58% | 2,511,000 | 1,209,867 | 93.0% | $1.29亿 | 加仓 |
| CPAY | CORPAY INC | $2.56亿 | 9.14% | 880,000 | 50,000 | 6.0% | $1,454.95万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $2.09亿 | 7.45% | 9,650,000 | 5,446,166 | 129.6% | $1.18亿 | 加仓 |
| W | WAYFAIR INC | $1.96亿 | 6.98% | 2,600,000 | -323,845 | -11.1% | -$2,435.64万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $1.69亿 | 6.02% | 3,250,000 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $1.06亿 | 3.79% | 2,150,000 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $8,925.22万 | 3.19% | 1,222,633 | -242,733 | -16.6% | -$1,771.95万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $4,603.50万 | 1.64% | 2,750,000 | 2,750,000 | — | $4,603.50万 | 新建仓 |
| QXO | QXO INC | $1,578.86万 | 0.56% | 813,009 | 0 | 0.0% | — | 不变 |