Woodson Capital Management, LP
Greenwich CT · SEC CIK 0001697848
$5.97亿2026Q2 申报市值
26持仓数
64.1%前十大占比 · 第一大 9.3%
5 / 10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
DECK 新建仓+$1,985.80万
EBAY 新建仓+$1,676.25万
COIN 新建仓+$1,461.93万
QXO 加仓+$829.44万
GRMN 加仓+$819.51万
2026Q2 卖出最多 按季末市值估算
TSLA 清仓-$2,580.69万
AMZN 减仓-$2,431.07万
WOLF 减仓-$2,123.00万
RDDT 减仓-$2,122.66万
COCO 清仓-$2,108.04万
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 |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | $5,554.56万 | 9.30% | 320,000 | -122,287 | -27.6% | -$2,122.66万 | 减仓 |
| XYZ | BLOCK INC | $5,092.00万 | 8.52% | 670,000 | 90,891 | 15.7% | $690.77万 | 加仓 |
| SG | SWEETGREEN INC | $4,669.30万 | 7.82% | 5,300,000 | -1,400,000 | -20.9% | -$1,233.40万 | 减仓 |
| AS | AMER SPORTS INC | $4,568.40万 | 7.65% | 1,350,000 | -475,000 | -26.0% | -$1,607.40万 | 减仓 |
| REAL | THE REALREAL INC | $3,890.70万 | 6.51% | 3,300,000 | 630,580 | 23.6% | $743.45万 | 加仓 |
| QXO | QXO INC | $3,283.20万 | 5.50% | 1,900,000 | 480,000 | 33.8% | $829.44万 | 加仓 |
| TPR | TAPESTRY INC | $3,278.91万 | 5.49% | 224,000 | -46,000 | -17.0% | -$673.35万 | 减仓 |
| AMZN | AMAZON COM INC | $2,979.25万 | 4.99% | 125,000 | -102,000 | -44.9% | -$2,431.07万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $2,563.35万 | 4.29% | 3,450,000 | -290,000 | -7.8% | -$215.47万 | 减仓 |
| WOLF | WOLFSPEED INC | $2,412.50万 | 4.04% | 500,000 | -440,000 | -46.8% | -$2,123.00万 | 减仓 |
| GRMN | GARMIN LTD | $2,375.40万 | 3.98% | 100,000 | 34,500 | 52.7% | $819.51万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $2,359.78万 | 3.95% | 275,000 | -75,000 | -21.4% | -$643.58万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,985.80万 | 3.32% | 200,000 | 200,000 | — | $1,985.80万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,968.56万 | 3.30% | 220,000 | 20,000 | 10.0% | $178.96万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1,760.81万 | 2.95% | 188,000 | -99,000 | -34.5% | -$927.23万 | 减仓 |
| EBAY | EBAY INC. | $1,676.25万 | 2.81% | 150,000 | 150,000 | — | $1,676.25万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,584.00万 | 2.65% | 1,600,000 | -400,000 | -20.0% | -$396.00万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $1,461.93万 | 2.45% | 100,002 | 100,002 | — | $1,461.93万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $1,457.80万 | 2.44% | 100,000 | -20,000 | -16.7% | -$291.56万 | 减仓 |
| FOR | FORESTAR GROUP INC | $1,139.40万 | 1.91% | 360,000 | -75,000 | -17.2% | -$237.38万 | 减仓 |
| TDUP | THREDUP INC | $1,067.78万 | 1.79% | 1,558,806 | -136,194 | -8.0% | -$93.29万 | 减仓 |
| VFC | V F CORP | $1,000.80万 | 1.68% | 600,000 | -159,420 | -21.0% | -$265.91万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $643.50万 | 1.08% | 500,000 | 500,000 | — | $643.50万 | 新建仓 |
| — | THE REAL BROKERAGE INC | $600.60万 | 1.01% | 3,300,000 | 2,800,000 | 560.0% | $509.60万 | 加仓 |
| SYM | SYMBOTIC INC | $314.65万 | 0.53% | 70,000 | 43,058 | 159.8% | $193.55万 | 加仓 |
| CROX | CROCS INC | $51.50万 | 0.09% | 4,269 | 4,269 | — | $51.50万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -69,420 | -100.0% | -$2,580.69万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -440,000 | -100.0% | -$2,108.04万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$2,073.60万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -44,000 | -100.0% | -$1,454.77万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -335,000 | -100.0% | -$1,386.23万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$1,066.72万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -400,000 | -100.0% | -$923.20万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -50,442 | -100.0% | -$772.27万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -16,900 | -100.0% | -$628.26万 | 清仓 |
| COCO | VITA COCO CO INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$239.55万 | 清仓 |