Tensile Capital Management LP
LARKSPUR CA · SEC CIK 0001598843
$7.24亿2026Q2 申报市值
22持仓数
74.1%前十大占比 · 第一大 11.2%
1 / 4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
TYL 加仓+$5,664.01万
COMP 加仓+$2,484.50万
VISN 新建仓+$403.15万
WBI 加仓+$335.71万
APPF 加仓+$320.70万
2026Q2 卖出最多 按季末市值估算
VVV 减仓-$2,154.93万
CLEARWATER ANALY 清仓-$2,080.43万
NE 清仓-$1,959.73万
CVCO 清仓-$1,598.16万
CCK 减仓-$1,509.57万
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 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | $8,116.26万 | 11.21% | 357,844 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $7,166.53万 | 9.90% | 245,043 | 193,668 | 377.0% | $5,664.01万 | 加仓 |
| LAD | LITHIA MTRS INC | $6,476.85万 | 8.94% | 222,963 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $6,143.90万 | 8.48% | 1,553,843 | -545,000 | -26.0% | -$2,154.93万 | 减仓 |
| COMP | COMPASS INC | $4,947.29万 | 6.83% | 4,012,399 | 2,015,000 | 100.9% | $2,484.50万 | 加仓 |
| USFD | US FOODS HLDG CORP | $4,560.78万 | 6.30% | 446,042 | -95,000 | -17.6% | -$971.38万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $4,436.35万 | 6.13% | 1,467,046 | -124,197 | -7.8% | -$375.57万 | 减仓 |
| QTWO | Q2 HLDGS INC | $4,178.77万 | 5.77% | 868,767 | -21,000 | -2.4% | -$101.01万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $3,912.63万 | 5.40% | 753,879 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $3,709.84万 | 5.12% | 1,082,533 | 97,959 | 9.9% | $335.71万 | 加仓 |
| CCK | CROWN HLDGS INC | $3,356.45万 | 4.63% | 300,165 | -135,000 | -31.0% | -$1,509.57万 | 减仓 |
| VERX | VERTEX INC | $3,327.55万 | 4.59% | 2,898,563 | -500,000 | -14.7% | -$574.00万 | 减仓 |
| EQIX | EQUINIX INC | $2,542.60万 | 3.51% | 24,392 | -2,000 | -7.6% | -$208.48万 | 减仓 |
| BL | BLACKLINE INC | $1,950.43万 | 2.69% | 694,846 | -55,940 | -7.5% | -$157.02万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $1,826.84万 | 2.52% | 316,610 | -64,785 | -17.0% | -$373.81万 | 减仓 |
| SKY | CHAMPION HOMES INC | $1,793.97万 | 2.48% | 203,583 | -7,560 | -3.6% | -$66.62万 | 减仓 |
| NCNO | NCINO INC | $1,727.53万 | 2.39% | 1,056,592 | 51,450 | 5.1% | $84.12万 | 加仓 |
| APPF | APPFOLIO INC | $1,170.56万 | 1.62% | 73,000 | 20,000 | 37.7% | $320.70万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $428.50万 | 0.59% | 490,277 | -359,669 | -42.3% | -$314.35万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $403.15万 | 0.56% | 315,453 | 315,453 | — | $403.15万 | 新建仓 |
| — | ALIGHT INC | $179.97万 | 0.25% | 3,213,744 | -546,728 | -14.5% | -$30.62万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $68.75万 | 0.09% | 40,573 | -195,939 | -82.8% | -$332.02万 | 减仓 |
| — | CLEARWATER ANALYTICS HOLDINGS INC | $0 | 0.00% | 0 | -879,674 | -100.0% | -$2,080.43万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -399,375 | -100.0% | -$1,959.73万 | 清仓 |
| CVCO | CAVCO INDUSTRIES INC | $0 | 0.00% | 0 | -33,000 | -100.0% | -$1,598.16万 | 清仓 |
| CLBT | CELLEBRITE DI LTD | $0 | 0.00% | 0 | -525,202 | -100.0% | -$723.73万 | 清仓 |