Hudson Way Capital Management LLC
DALLAS TX · SEC CIK 0001697597
$10.46亿2026Q1 申报市值
16持仓数
77.6%前十大占比 · 第一大 13.7%
2 / 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
SPOT 加仓+$4,683.55万
CTAS 新建仓+$4,411.10万
WWD 新建仓+$4,329.44万
KKR 加仓+$2,475.61万
V 加仓+$1,804.28万
2026Q1 卖出最多 按季末市值估算
APPF 清仓-$4,719.38万
SSNC 减仓-$3,705.80万
GIL 减仓-$2,998.43万
TDG 减仓-$2,774.09万
LKQ 清仓-$2,308.18万
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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $1.44亿 | 13.72% | 1,551,801 | 267,633 | 20.8% | $2,475.61万 | 加仓 |
| V | VISA INC | $1.01亿 | 9.63% | 333,128 | 59,697 | 21.8% | $1,804.28万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $9,486.17万 | 9.07% | 1,283,302 | 176,787 | 16.0% | $1,306.81万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $8,018.53万 | 7.67% | 263,698 | -74,812 | -22.1% | -$2,274.88万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $7,818.46万 | 7.47% | 870,362 | -167,460 | -16.1% | -$1,504.29万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,572.40万 | 7.24% | 156,161 | 96,586 | 162.1% | $4,683.55万 | 加仓 |
| SPGI | S&P GLOBAL INC | $7,216.96万 | 6.90% | 169,675 | 13,177 | 8.4% | $560.47万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,216.24万 | 5.94% | 415,635 | 103,723 | 33.3% | $1,551.28万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,721.44万 | 5.47% | 49,367 | -23,936 | -32.7% | -$2,774.09万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $4,741.89万 | 4.53% | 852,092 | -538,801 | -38.7% | -$2,998.43万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $4,529.41万 | 4.33% | 132,292 | 33,614 | 34.1% | $1,150.88万 | 加仓 |
| CTAS | CINTAS CORP | $4,411.10万 | 4.22% | 260,796 | 260,796 | — | $4,411.10万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $4,397.29万 | 4.20% | 650,776 | -548,439 | -45.7% | -$3,705.80万 | 减仓 |
| WWD | WOODWARD INC | $4,329.44万 | 4.14% | 120,961 | 120,961 | — | $4,329.44万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $3,477.15万 | 3.32% | 81,875 | -10,185 | -11.1% | -$432.55万 | 减仓 |
| RKT | ROCKET COS INC | $2,239.58万 | 2.14% | 1,571,634 | -420,062 | -21.1% | -$598.59万 | 减仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -202,853 | -100.0% | -$4,719.38万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -764,297 | -100.0% | -$2,308.18万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -156,775 | -100.0% | -$1,008.22万 | 清仓 |