HAWK RIDGE CAPITAL MANAGEMENT LP
LOS ANGELES CA · SEC CIK 0001609074
$27.51亿2026Q1 申报市值
48持仓数
50.3%前十大占比 · 第一大 8.3%
13 / 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
VRSN 加仓+$7,423.36万
WK 新建仓+$6,509.10万
OPLN 加仓+$6,084.19万
NCNO 加仓+$5,788.29万
SMCI 新建仓+$5,293.34万
2026Q1 卖出最多 按季末市值估算
GMED 重新持有-$9,212.70万
ENTG 清仓-$9,173.34万
AAOI 清仓-$5,929.34万
WEX 减仓-$4,450.40万
ACHC 减仓-$3,609.23万
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 |
|---|---|---|---|---|---|---|---|---|
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -1,088,824 | -100.0% | -$9,173.34万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -1,700,900 | -100.0% | -$5,929.34万 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -262,300 | -100.0% | -$929.07万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -19,900 | -100.0% | -$164.75万 | 清仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $204.31万 | 0.07% | 43,331 | 0 | 0.0% | — | 不变 |
| SHAZ | SHARONAI HOLDINGS INC | $277.66万 | 0.10% | 122,155 | 122,155 | — | $277.66万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $330.57万 | 0.12% | 28,000 | 28,000 | — | $330.57万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $417.27万 | 0.15% | 735,929 | 241,100 | 48.7% | $136.70万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $639.01万 | 0.23% | 447,176 | 447,176 | — | $639.01万 | 新建仓 |
| TOST | TOAST INC | $683.16万 | 0.25% | 257,700 | 257,700 | — | $683.16万 | 新建仓 |
| — | SUPER MICRO COMPUTER INC | $799.86万 | 0.29% | 10,000,000 | 10,000,000 | — | $799.86万 | 新建仓 |
| AROC | ARCHROCK INC | $963.77万 | 0.35% | 276,944 | 276,944 | — | $963.77万 | 新建仓 |
| AMBA | AMBARELLA INC | $1,421.22万 | 0.52% | 276,100 | 276,100 | — | $1,421.22万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $1,723.89万 | 0.63% | 947,194 | 947,194 | — | $1,723.89万 | 新建仓 |
| XPO | XPO INC | $1,758.50万 | 0.64% | 90,388 | -103,600 | -53.4% | -$2,015.54万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $1,771.76万 | 0.64% | 303,800 | 303,800 | — | $1,771.76万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $1,873.51万 | 0.68% | 669,109 | 11,100 | 1.7% | $31.08万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,955.48万 | 0.71% | 836,033 | -1,543,064 | -64.9% | -$3,609.23万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $2,209.48万 | 0.80% | 767,182 | -126,600 | -14.2% | -$364.61万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $2,429.23万 | 0.88% | 1,368,578 | -171,072 | -11.1% | -$303.65万 | 减仓 |
| WEX | WEX INC | $2,501.76万 | 0.91% | 163,471 | -290,800 | -64.0% | -$4,450.40万 | 减仓 |
| ATI | ATI INC | $2,699.74万 | 0.98% | 185,600 | -23,900 | -11.4% | -$347.65万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $3,447.23万 | 1.25% | 441,500 | 141,700 | 47.3% | $1,106.39万 | 加仓 |
| CR | CRANE COMPANY | $3,518.22万 | 1.28% | 205,744 | -41,656 | -16.8% | -$712.32万 | 减仓 |
| MYRG | MYR GROUP INC | $3,668.61万 | 1.33% | 129,945 | 18,748 | 16.9% | $529.29万 | 加仓 |
| RBA | RB GLOBAL INC | $3,802.37万 | 1.38% | 396,700 | 396,700 | — | $3,802.37万 | 新建仓 |
| NSP | INSPERITY INC | $3,960.77万 | 1.44% | 1,464,781 | 549,545 | 60.0% | $1,485.97万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $4,298.28万 | 1.56% | 109,052 | -8,600 | -7.3% | -$338.97万 | 减仓 |
| GMED | GLOBUS MED INC | $4,307.83万 | 1.57% | 499,980 | -1,069,255 | -68.1% | -$9,212.70万 | 重新持有 |
| RHI | ROBERT HALF INC. | $4,534.92万 | 1.65% | 1,785,400 | 1,023,000 | 134.2% | $2,598.42万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $4,743.90万 | 1.72% | 168,600 | 168,600 | — | $4,743.90万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5,109.40万 | 1.86% | 1,564,422 | -280,246 | -15.2% | -$915.28万 | 重新持有 |
| SMCI | SUPER MICRO COMPUTER INC | $5,293.34万 | 1.92% | 2,324,700 | 2,324,700 | — | $5,293.34万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $5,369.27万 | 1.95% | 486,876 | -366 | -0.1% | -$4.04万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $5,664.06万 | 2.06% | 209,400 | -116,300 | -35.7% | -$3,145.80万 | 减仓 |
| WK | WORKIVA INC | $6,509.10万 | 2.37% | 1,091,582 | 1,091,582 | — | $6,509.10万 | 新建仓 |
| NCNO | NCINO INC | $6,713.75万 | 2.44% | 4,481,810 | 3,864,010 | 625.4% | $5,788.29万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,789.20万 | 2.47% | 173,300 | -27,604 | -13.7% | -$1,081.41万 | 减仓 |
| BL | BLACKLINE INC | $6,996.05万 | 2.54% | 1,890,823 | 393,192 | 26.3% | $1,454.81万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $8,341.07万 | 3.03% | 413,641 | 58,604 | 16.5% | $1,181.75万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $9,450.37万 | 3.43% | 160,535 | -33,920 | -17.4% | -$1,996.80万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $9,554.98万 | 3.47% | 2,237,700 | -423,729 | -15.9% | -$1,809.32万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.01亿 | 3.68% | 4,248,900 | 1,475,700 | 53.2% | $3,513.64万 | 加仓 |
| VVV | VALVOLINE INC | $1.06亿 | 3.85% | 3,147,810 | 409,565 | 15.0% | $1,379.41万 | 加仓 |
| ALLE | ALLEGION PLC | $1.17亿 | 4.24% | 802,807 | 198,800 | 32.9% | $2,888.37万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.22亿 | 4.43% | 2,597,980 | 640,200 | 32.7% | $3,003.18万 | 加仓 |
| WWD | WOODWARD INC | $1.22亿 | 4.45% | 342,121 | -69,600 | -16.9% | -$2,491.12万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $1.32亿 | 4.79% | 1,173,315 | 385,568 | 48.9% | $4,329.54万 | 加仓 |
| OPLN | OPENLANE INC | $1.45亿 | 5.26% | 4,967,144 | 2,087,200 | 72.5% | $6,084.19万 | 加仓 |
| CPAY | CORPAY INC | $1.55亿 | 5.63% | 532,180 | 90,360 | 20.5% | $2,629.39万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.57亿 | 5.72% | 1,849,660 | 518,300 | 38.9% | $4,406.59万 | 加仓 |
| VRSN | VERISIGN INC | $2.27亿 | 8.26% | 915,012 | 298,895 | 48.5% | $7,423.36万 | 加仓 |