TAM Capital Management Inc.
STAMFORD CT · SEC CIK 0001594591
$2.37亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 35.4%
3 / 1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
CHKP 新建仓+$8,234.93万
CHECK POINT SOFT 新建仓+$2,102.88万
SALESFORCE INC 新建仓+$1,409.94万
2026Q2 卖出最多 按季末市值估算
CRM 减仓-$2,933.22万
THE CIGNA GROUP 减仓-$2,343.28万
CI 减仓-$1,830.35万
CHTR 清仓-$1,331.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | THE CIGNA GROUP | $8,366.89万 | 35.37% | 303,500 | -85,000 | -21.9% | -$2,343.28万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $8,234.93万 | 34.81% | 626,564 | 626,564 | — | $8,234.93万 | 新建仓 |
| — | CHECK POINT SOFTWARE TECH LT | $2,102.88万 | 8.89% | 160,000 | 160,000 | — | $2,102.88万 | 新建仓 |
| — | SPDR S&P 500 ETF TR | $1,501.01万 | 6.35% | 20,100 | 0 | 0.0% | — | 不变 |
| — | SALESFORCE INC | $1,409.94万 | 5.96% | 90,000 | 90,000 | — | $1,409.94万 | 新建仓 |
| CI | THE CIGNA GROUP | $779.90万 | 3.30% | 28,290 | -66,394 | -70.1% | -$1,830.35万 | 减仓 |
| CRM | SALESFORCE INC | $503.04万 | 2.13% | 32,110 | -187,235 | -85.4% | -$2,933.22万 | 减仓 |
| FISV | FISERV INC | $406.18万 | 1.72% | 82,809 | 0 | 0.0% | — | 不变 |
| — | FISERV INC | $350.22万 | 1.48% | 71,400 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -61,682 | -100.0% | -$1,331.59万 | 清仓 |