Woodson Capital Management, LP
Greenwich CT · SEC CIK 0001697848
$6.36亿2026Q1 申报市值
31持仓数
60.1%前十大占比 · 第一大 9.4%
7 / 9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
RDDT 加仓+$3,289.32万
DAL 新建仓+$1,907.98万
WOLF 新建仓+$1,534.08万
Z 新建仓+$1,386.23万
SHLS 新建仓+$1,316.00万
2026Q1 卖出最多 按季末市值估算
GOOGL 清仓-$2,504.00万
U 清仓-$1,590.12万
GPGI 清仓-$1,426.72万
TPR 减仓-$1,340.55万
WWW 清仓-$1,089.00万
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 |
|---|---|---|---|---|---|---|---|---|
| AS | AMER SPORTS INC | $6,007.90万 | 9.45% | 1,825,000 | 325,000 | 21.7% | $1,069.90万 | 加仓 |
| RDDT | REDDIT INC | $5,955.39万 | 9.36% | 442,287 | 244,287 | 123.4% | $3,289.32万 | 加仓 |
| AMZN | AMAZON COM INC | $4,727.73万 | 7.43% | 227,000 | 52,000 | 29.7% | $1,083.00万 | 加仓 |
| TPR | TAPESTRY INC | $3,809.97万 | 5.99% | 270,000 | -95,000 | -26.0% | -$1,340.55万 | 减仓 |
| XYZ | BLOCK INC | $3,485.08万 | 5.48% | 579,109 | -110,891 | -16.1% | -$667.34万 | 减仓 |
| SG | SWEETGREEN INC | $3,477.30万 | 5.47% | 6,700,000 | 700,000 | 11.7% | $363.30万 | 加仓 |
| LUXE | LUXEXPERIENCE BV | $2,992.00万 | 4.70% | 3,740,000 | 140,000 | 3.9% | $112.00万 | 加仓 |
| QXO | QXO INC | $2,757.64万 | 4.34% | 1,420,000 | 570,000 | 67.1% | $1,106.94万 | 加仓 |
| TSLA | TESLA INC | $2,580.69万 | 4.06% | 69,420 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $2,423.83万 | 3.81% | 2,669,420 | 169,420 | 6.8% | $153.83万 | 加仓 |
| COCO | VITA COCO CO INC | $2,108.04万 | 3.31% | 440,000 | -120,000 | -21.4% | -$574.92万 | 减仓 |
| SAM | BOSTON BEER INC | $2,073.60万 | 3.26% | 90,000 | -10,000 | -10.0% | -$230.40万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1,987.30万 | 3.12% | 350,000 | -25,000 | -6.7% | -$141.95万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1,907.98万 | 3.00% | 287,000 | 287,000 | — | $1,907.98万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,646.60万 | 2.59% | 200,000 | 58,000 | 40.8% | $477.51万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1,646.16万 | 2.59% | 120,000 | -35,000 | -22.6% | -$480.13万 | 减仓 |
| WOLF | WOLFSPEED INC | $1,534.08万 | 2.41% | 940,000 | 940,000 | — | $1,534.08万 | 新建仓 |
| GRMN | GARMIN LTD | $1,519.67万 | 2.39% | 65,500 | -34,500 | -34.5% | -$800.43万 | 重新持有 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1,454.77万 | 2.29% | 44,000 | -17,500 | -28.5% | -$578.60万 | 减仓 |
| Z | ZILLOW GROUP INC | $1,386.23万 | 2.18% | 335,000 | 335,000 | — | $1,386.23万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,316.00万 | 2.07% | 2,000,000 | 2,000,000 | — | $1,316.00万 | 新建仓 |
| VFC | V F CORP | $1,290.25万 | 2.03% | 759,420 | 759,420 | — | $1,290.25万 | 新建仓 |
| DOCU | DOCUSIGN INC | $1,066.72万 | 1.68% | 225,000 | 225,000 | — | $1,066.72万 | 新建仓 |
| FOR | FORESTAR GROUP INC | $1,063.14万 | 1.67% | 435,000 | 5,000 | 1.2% | $12.22万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC 看跌期权 | $923.20万 | 1.45% | 400,000 | -800,000 | -66.7% | -$1,846.40万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $772.27万 | 1.21% | 50,442 | 6,942 | 16.0% | $106.28万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $628.26万 | 0.99% | 16,900 | -45,800 | -73.0% | -$1,702.62万 | 减仓 |
| TDUP | THREDUP INC | $555.96万 | 0.87% | 1,695,000 | -105,000 | -5.8% | -$34.44万 | 减仓 |
| COCO | VITA COCO CO INC 看涨期权 | $239.55万 | 0.38% | 50,000 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $143.33万 | 0.23% | 26,942 | 26,942 | — | $143.33万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $125.00万 | 0.20% | 500,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$2,504.00万 | 清仓 |
| TPR | TAPESTRY INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,916.55万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -360,000 | -100.0% | -$1,590.12万 | 清仓 |
| GPGI | COMPOSECURE INC | $0 | 0.00% | 0 | -740,000 | -100.0% | -$1,426.72万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -600,000 | -100.0% | -$1,089.00万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$967.59万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -129,031 | -100.0% | -$452.64万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$430.08万 | 清仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $0 | 0.00% | 0 | -5,900 | -100.0% | -$121.79万 | 清仓 |