13D Management LLC
New York NY · SEC CIK 0001600133
$7,133.51万2026Q2 申报市值
11持仓数
94.4%前十大占比 · 第一大 15.9%
1 / 3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
SNPS 新建仓+$564.28万
2026Q2 卖出最多 按季末市值估算
ACHC 清仓-$687.67万
TWLO 减仓-$448.87万
VSAT 减仓-$345.77万
TRIP 清仓-$319.80万
WK 清仓-$310.08万
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 |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | $1,133.85万 | 15.89% | 126,250 | -38,500 | -23.4% | -$345.77万 | 减仓 |
| TWLO | TWILIO INC | $804.69万 | 11.28% | 39,000 | -21,755 | -35.8% | -$448.87万 | 减仓 |
| MRCY | MERCURY SYS INC | $739.63万 | 10.37% | 60,462 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $728.30万 | 10.21% | 458,338 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $648.68万 | 9.09% | 55,839 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $585.12万 | 8.20% | 25,800 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $564.28万 | 7.91% | 12,650 | 12,650 | — | $564.28万 | 新建仓 |
| EXEL | EXELIXIS INC | $551.36万 | 7.73% | 101,335 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $541.14万 | 7.59% | 71,836 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $439.21万 | 6.16% | 47,000 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $397.25万 | 5.57% | 186,500 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -294,000 | -100.0% | -$687.67万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$319.80万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -52,000 | -100.0% | -$310.08万 | 清仓 |