Hudson Way Capital Management LLC
DALLAS TX · SEC CIK 0001697597
$11.22亿2026Q2 申报市值
18持仓数
72.3%前十大占比 · 第一大 13.8%
3 / 1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
TXN 新建仓+$5,073.24万
WCN 新建仓+$4,992.38万
CHRW 新建仓+$4,250.98万
WWD 加仓+$3,054.66万
SPGI 加仓+$2,109.69万
2026Q2 卖出最多 按季末市值估算
CHDN 减仓-$4,502.69万
HLT 减仓-$3,908.95万
AXON 清仓-$3,477.15万
SPOT 减仓-$1,900.48万
GWRE 减仓-$1,004.74万
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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $1.55亿 | 13.82% | 1,688,872 | 137,071 | 8.8% | $1,258.04万 | 加仓 |
| V | VISA INC | $1.14亿 | 10.14% | 331,381 | -1,747 | -0.5% | -$59.94万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $9,453.53万 | 8.43% | 1,205,807 | -77,495 | -6.0% | -$607.56万 | 减仓 |
| SPGI | S&P GLOBAL INC | $9,019.87万 | 8.04% | 221,477 | 51,802 | 30.5% | $2,109.69万 | 加仓 |
| WWD | WOODWARD INC | $8,200.82万 | 7.31% | 192,761 | 71,800 | 59.4% | $3,054.66万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6,714.81万 | 5.99% | 50,410 | 1,043 | 2.1% | $138.93万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $5,367.66万 | 4.79% | 183,535 | 51,243 | 38.7% | $1,498.65万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $5,269.34万 | 4.70% | 114,768 | -41,393 | -26.5% | -$1,900.48万 | 减仓 |
| CTAS | CINTAS CORP | $5,124.83万 | 4.57% | 301,319 | 40,523 | 15.5% | $689.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,073.24万 | 4.52% | 170,203 | 170,203 | — | $5,073.24万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $4,992.38万 | 4.45% | 299,501 | 299,501 | — | $4,992.38万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,805.22万 | 4.28% | 145,410 | -118,288 | -44.9% | -$3,908.95万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4,250.98万 | 3.79% | 225,708 | 225,708 | — | $4,250.98万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4,109.65万 | 3.66% | 333,982 | -81,653 | -19.6% | -$1,004.74万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $3,516.81万 | 3.14% | 566,770 | -84,006 | -12.9% | -$521.26万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3,430.54万 | 3.06% | 664,834 | -187,258 | -22.0% | -$966.25万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $3,299.24万 | 2.94% | 368,054 | -502,308 | -57.7% | -$4,502.69万 | 减仓 |
| RKT | ROCKET COS INC | $2,663.48万 | 2.37% | 1,691,098 | 119,464 | 7.6% | $188.16万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -81,875 | -100.0% | -$3,477.15万 | 清仓 |