Crescent Park Management, L.P.
LOS ALTOS CA · SEC CIK 0001629984
$4,048.22万2026Q2 申报市值
11持仓数
98.8%前十大占比 · 第一大 17.2%
3 / 0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
CCC 新建仓+$431.68万
VRSK 新建仓+$316.52万
APO 重新持有+$76.16万
TMO 新建仓+$50.32万
2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$131.82万
AMZN 减仓-$100.04万
TSM 减仓-$65.94万
KKR 减仓-$58.52万
NVDA 减仓-$38.88万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $694.38万 | 17.15% | 18,458 | -3,504 | -16.0% | -$131.82万 | 减仓 |
| AMZN | AMAZON COM INC | $613.95万 | 15.17% | 25,640 | -4,178 | -14.0% | -$100.04万 | 减仓 |
| KKR | KKR & CO INC | $439.48万 | 10.86% | 48,017 | -6,394 | -11.8% | -$58.52万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $431.68万 | 10.66% | 875,795 | 875,795 | — | $431.68万 | 新建仓 |
| DASH | DOORDASH INC | $427.26万 | 10.55% | 22,904 | -1,233 | -5.1% | -$23.00万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $343.05万 | 8.47% | 29,364 | 6,519 | 28.5% | $76.16万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $332.37万 | 8.21% | 7,122 | -1,413 | -16.6% | -$65.94万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $316.52万 | 7.82% | 17,704 | 17,704 | — | $316.52万 | 新建仓 |
| GDDY | GODADDY INC | $211.46万 | 5.22% | 25,225 | -4,207 | -14.3% | -$35.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $187.76万 | 4.64% | 9,518 | -1,971 | -17.2% | -$38.88万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $50.32万 | 1.24% | 1,009 | 1,009 | — | $50.32万 | 新建仓 |