13D Management LLC
New York NY · SEC CIK 0001600133
$6,449.70万2026Q1 申报市值
13持仓数
85.1%前十大占比 · 第一大 11.9%
1 / 4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
ACHC 新建仓+$687.67万
2026Q1 卖出最多 按季末市值估算
SWX 清仓-$510.51万
BILL 清仓-$490.86万
WEX 清仓-$437.26万
LW 清仓-$318.37万
MRCY 减仓-$315.70万
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 |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | $764.42万 | 11.85% | 60,755 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $754.55万 | 11.70% | 164,750 | -37,000 | -18.3% | -$169.46万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $687.67万 | 10.66% | 294,000 | 294,000 | — | $687.67万 | 新建仓 |
| PSO | PEARSON PLC | $601.80万 | 9.33% | 458,338 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $587.20万 | 9.10% | 55,839 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $445.05万 | 6.90% | 25,800 | -2,200 | -7.9% | -$37.95万 | 减仓 |
| MRCY | MERCURY SYS INC | $440.83万 | 6.83% | 60,462 | -43,300 | -41.7% | -$315.70万 | 减仓 |
| EXEL | EXELIXIS INC | $434.63万 | 6.74% | 101,335 | -19,000 | -15.8% | -$81.49万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $413.60万 | 6.41% | 47,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $359.04万 | 5.57% | 71,836 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $331.04万 | 5.13% | 186,500 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $319.80万 | 4.96% | 300,000 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $310.08万 | 4.81% | 52,000 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -63,798 | -100.0% | -$510.51万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$490.86万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -29,350 | -100.0% | -$437.26万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -76,001 | -100.0% | -$318.37万 | 清仓 |