Pelham Capital Ltd.
LONDON X0 · SEC CIK 0001654111
$1.28亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 19.1%
1 / 3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
APH 新建仓+$804.41万
2026Q1 卖出最多 按季末市值估算
PLNT 清仓-$1,551.60万
MCO 清仓-$1,372.55万
AJG 清仓-$1,156.07万
LIN 减仓-$1,155.27万
APG 减仓-$499.60万
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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $2,432.64万 | 19.06% | 80,000 | -10,583 | -11.7% | -$321.81万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,824.93万 | 14.30% | 54,000 | -7,972 | -12.9% | -$269.41万 | 减仓 |
| LIN | LINDE PLC | $1,561.64万 | 12.24% | 31,500 | -23,303 | -42.5% | -$1,155.27万 | 减仓 |
| APG | API GROUP CORP | $1,450.62万 | 11.37% | 358,000 | -123,296 | -25.6% | -$499.60万 | 减仓 |
| AMZN | AMAZON COM INC | $1,332.41万 | 10.44% | 63,975 | -12,347 | -16.2% | -$257.15万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,197.88万 | 9.39% | 129,767 | -18,250 | -12.3% | -$168.47万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,087.88万 | 8.53% | 18,480 | -6,338 | -25.5% | -$373.11万 | 减仓 |
| GE | GE AEROSPACE | $1,067.57万 | 8.37% | 37,621 | -7,554 | -16.7% | -$214.36万 | 减仓 |
| APH | AMPHENOL CORP | $804.41万 | 6.30% | 63,665 | 63,665 | — | $804.41万 | 新建仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -143,044 | -100.0% | -$1,551.60万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -26,868 | -100.0% | -$1,372.55万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -44,672 | -100.0% | -$1,156.07万 | 清仓 |