Bridgefront Capital, LLC
AUSTIN TX · SEC CIK 0001725690
$4.02亿2026Q1 申报市值
503持仓数
8.6%前十大占比 · 第一大 1.1%
226 / 228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
TTWO 新建仓+$427.75万
TPG 新建仓+$383.84万
KMB 新建仓+$343.26万
AVGO 加仓+$317.50万
CLX 重新持有+$291.74万
2026Q1 卖出最多 按季末市值估算
ELF 清仓-$451.88万
MCD 清仓-$375.04万
MSFT 减仓-$359.62万
LNG 减仓-$299.22万
MRSH 清仓-$298.13万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| AXIAY | CENTRAIS ELET BRAS SA | $0 | 0.00% | 0 | -11,911 | -100.0% | -$10.91万 | 清仓 |
| ARCO | ARCOS DORADOS HOLDINGS INC | $0 | 0.00% | 0 | -14,261 | -100.0% | -$10.47万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -10,707 | -100.0% | -$9.87万 | 清仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $0 | 0.00% | 0 | -11,681 | -100.0% | -$8.36万 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -10,467 | -100.0% | -$4.97万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $7.13万 | 0.02% | 10,116 | -3,040 | -23.1% | -$2.14万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $8.81万 | 0.02% | 12,146 | 12,146 | — | $8.81万 | 新建仓 |
| VIR | VIR BIOTECHNOLOGY INC | $9.34万 | 0.02% | 10,427 | 10,427 | — | $9.34万 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC | $9.63万 | 0.02% | 13,228 | 1,680 | 14.5% | $1.22万 | 重新持有 |
| FTRE | FORTREA HLDGS INC | $10.06万 | 0.02% | 10,675 | 10,675 | — | $10.06万 | 新建仓 |
| FIP | FTAI INFRASTRUCTURE INC | $10.22万 | 0.03% | 20,686 | 20,686 | — | $10.22万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $10.27万 | 0.03% | 12,370 | 12,370 | — | $10.27万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $10.38万 | 0.03% | 12,926 | 12,926 | — | $10.38万 | 新建仓 |
| CXM | SPRINKLR INC | $10.79万 | 0.03% | 17,982 | -5,804 | -24.4% | -$3.48万 | 减仓 |
| COUR | COURSERA INC | $11.78万 | 0.03% | 20,246 | -24,775 | -55.0% | -$14.42万 | 重新持有 |
| DNOW | DNOW INC | $11.91万 | 0.03% | 10,001 | 10,001 | — | $11.91万 | 新建仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $11.93万 | 0.03% | 11,018 | 11,018 | — | $11.93万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $12.70万 | 0.03% | 18,492 | 7,883 | 74.3% | $5.42万 | 重新持有 |
| ACHR | ARCHER AVIATION INC | $12.96万 | 0.03% | 25,067 | -23,799 | -48.7% | -$12.30万 | 减仓 |
| TWI | TITAN INTL INC ILL | $13.06万 | 0.03% | 18,905 | 18,905 | — | $13.06万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $14.57万 | 0.04% | 10,927 | 10,927 | — | $14.57万 | 新建仓 |
| SDGR | SCHRODINGER INC | $14.58万 | 0.04% | 12,831 | 12,831 | — | $14.58万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $15.73万 | 0.04% | 15,694 | 15,694 | — | $15.73万 | 新建仓 |
| GRND | GRINDR INC | $15.75万 | 0.04% | 13,028 | 2,364 | 22.2% | $2.86万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $15.81万 | 0.04% | 16,779 | 16,779 | — | $15.81万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $15.81万 | 0.04% | 10,706 | 10,706 | — | $15.81万 | 新建仓 |
| PSNL | PERSONALIS INC | $16.33万 | 0.04% | 25,643 | 25,643 | — | $16.33万 | 新建仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $16.61万 | 0.04% | 14,954 | -2,027 | -11.9% | -$2.25万 | 减仓 |
| WT | WISDOMTREE INC | $18.17万 | 0.05% | 12,478 | 12,478 | — | $18.17万 | 新建仓 |
| BEKE | KE HLDGS INC | $18.69万 | 0.05% | 12,488 | -12,378 | -49.8% | -$18.53万 | 减仓 |
| EC | ECOPETROL S A | $19.51万 | 0.05% | 13,016 | -5,708 | -30.5% | -$8.56万 | 重新持有 |
| REZI | RESIDEO TECHNOLOGIES INC | $20.14万 | 0.05% | 5,974 | 5,974 | — | $20.14万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $20.25万 | 0.05% | 4,412 | 4,412 | — | $20.25万 | 新建仓 |
| BKH | BLACK HILLS CORP | $20.25万 | 0.05% | 2,917 | 2,917 | — | $20.25万 | 新建仓 |
| FOX | FOX CORP | $20.35万 | 0.05% | 3,832 | 3,832 | — | $20.35万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $20.39万 | 0.05% | 2,522 | 2,522 | — | $20.39万 | 新建仓 |
| SYM | SYMBOTIC INC | $20.88万 | 0.05% | 3,925 | 3,925 | — | $20.88万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $20.89万 | 0.05% | 1,225 | 1,225 | — | $20.89万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $21.02万 | 0.05% | 1,072 | 1,072 | — | $21.02万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $21.20万 | 0.05% | 6,363 | -29,842 | -82.4% | -$99.43万 | 减仓 |
| VTR | VENTAS INC | $21.39万 | 0.05% | 2,616 | 2,616 | — | $21.39万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.65万 | 0.05% | 779 | 779 | — | $21.65万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $21.67万 | 0.05% | 2,562 | 2,562 | — | $21.67万 | 新建仓 |
| FIGS | FIGS INC | $21.77万 | 0.05% | 14,742 | -9,923 | -40.2% | -$14.66万 | 减仓 |
| CRH | CRH PLC | $21.93万 | 0.05% | 2,086 | -14,692 | -87.6% | -$154.44万 | 重新持有 |
| PACS | PACS GROUP INC | $22.14万 | 0.06% | 6,894 | 6,894 | — | $22.14万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $22.16万 | 0.06% | 6,551 | -6,098 | -48.2% | -$20.63万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $22.19万 | 0.06% | 9,138 | 9,138 | — | $22.19万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $22.20万 | 0.06% | 2,555 | -1,173 | -31.5% | -$10.19万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $22.31万 | 0.06% | 7,313 | 7,313 | — | $22.31万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $22.46万 | 0.06% | 3,598 | 3,598 | — | $22.46万 | 新建仓 |
| OLN | OLIN CORP | $22.51万 | 0.06% | 7,572 | -2,993 | -28.3% | -$8.90万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $22.73万 | 0.06% | 10,867 | -8,612 | -44.2% | -$18.02万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $22.76万 | 0.06% | 5,805 | 5,805 | — | $22.76万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $22.88万 | 0.06% | 13,571 | -7,038 | -34.2% | -$11.87万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $23.17万 | 0.06% | 1,068 | -1,365 | -56.1% | -$29.62万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $23.28万 | 0.06% | 4,582 | -2,329 | -33.7% | -$11.83万 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $23.36万 | 0.06% | 17,752 | 5,858 | 49.3% | $7.71万 | 加仓 |
| KVYO | KLAVIYO INC | $23.40万 | 0.06% | 12,027 | -3,610 | -23.1% | -$7.03万 | 减仓 |
| UAA | UNDER ARMOUR INC | $23.46万 | 0.06% | 39,697 | 39,697 | — | $23.46万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $23.51万 | 0.06% | 688 | 111 | 19.2% | $3.79万 | 重新持有 |
| EZPW | EZCORP INC | $23.51万 | 0.06% | 9,263 | 9,263 | — | $23.51万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $23.51万 | 0.06% | 3,429 | 3,429 | — | $23.51万 | 新建仓 |
| TRMB | TRIMBLE INC | $23.68万 | 0.06% | 3,630 | 3,630 | — | $23.68万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $23.76万 | 0.06% | 18,530 | 18,530 | — | $23.76万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $23.83万 | 0.06% | 3,060 | 3,060 | — | $23.83万 | 新建仓 |
| SHEL | SHELL PLC | $23.90万 | 0.06% | 2,570 | -3,996 | -60.9% | -$37.16万 | 重新持有 |
| AGCO | AGCO CORP | $23.90万 | 0.06% | 2,063 | -3,348 | -61.9% | -$38.79万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $24.18万 | 0.06% | 2,987 | 2,987 | — | $24.18万 | 新建仓 |
| MAX | MEDIAALPHA INC | $24.34万 | 0.06% | 26,170 | 26,170 | — | $24.34万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $24.49万 | 0.06% | 3,484 | -2,176 | -38.4% | -$15.30万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $24.50万 | 0.06% | 805 | 805 | — | $24.50万 | 新建仓 |
| RUM | RUMBLE INC | $24.56万 | 0.06% | 48,157 | -27,672 | -36.5% | -$14.11万 | 减仓 |
| FRSH | FRESHWORKS INC | $24.89万 | 0.06% | 30,998 | 16,565 | 114.8% | $13.30万 | 重新持有 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $25.12万 | 0.06% | 19,150 | 19,150 | — | $25.12万 | 新建仓 |
| SONO | SONOS INC | $25.34万 | 0.06% | 18,908 | 18,908 | — | $25.34万 | 新建仓 |
| LASR | NLIGHT INC | $25.35万 | 0.06% | 4,446 | -13,368 | -75.0% | -$76.22万 | 重新持有 |
| STNG | SCORPIO TANKERS INC | $25.53万 | 0.06% | 3,420 | -3,322 | -49.3% | -$24.80万 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $25.64万 | 0.06% | 12,981 | 12,981 | — | $25.64万 | 新建仓 |
| ALKS | ALKERMES PLC | $25.78万 | 0.06% | 7,291 | -90 | -1.2% | -$3,182 | 减仓 |
| BBNX | BETA BIONICS INC | $25.96万 | 0.06% | 25,909 | 25,909 | — | $25.96万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $26.03万 | 0.06% | 6,929 | 6,929 | — | $26.03万 | 新建仓 |
| VVV | VALVOLINE INC | $26.10万 | 0.06% | 7,749 | 7,749 | — | $26.10万 | 新建仓 |
| MPC | MARATHON PETE CORP | $26.10万 | 0.06% | 1,069 | 1,069 | — | $26.10万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $26.29万 | 0.07% | 48,683 | 26,813 | 122.6% | $14.48万 | 重新持有 |
| NGG | NATIONAL GRID PLC | $26.34万 | 0.07% | 3,114 | 3,114 | — | $26.34万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP | $26.65万 | 0.07% | 14,833 | -256 | -1.7% | -$4,600 | 重新持有 |
| IDXX | IDEXX LABS INC | $26.75万 | 0.07% | 476 | 476 | — | $26.75万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $26.76万 | 0.07% | 4,384 | 4,384 | — | $26.76万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $26.87万 | 0.07% | 33,927 | 21,981 | 184.0% | $17.41万 | 重新持有 |
| CMS | CMS ENERGY CORP | $26.92万 | 0.07% | 3,470 | -21,895 | -86.3% | -$169.86万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $27.03万 | 0.07% | 9,758 | 9,758 | — | $27.03万 | 新建仓 |
| AVTR | AVANTOR INC | $27.07万 | 0.07% | 34,523 | 34,523 | — | $27.07万 | 新建仓 |
| VSEC | VSE CORP | $27.18万 | 0.07% | 1,474 | 1,474 | — | $27.18万 | 新建仓 |
| ZLAB | ZAI LAB LTD | $27.33万 | 0.07% | 14,529 | 14,529 | — | $27.33万 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $27.37万 | 0.07% | 19,692 | 19,692 | — | $27.37万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $27.45万 | 0.07% | 1,624 | 1,624 | — | $27.45万 | 新建仓 |
| HLN | HALEON PLC | $27.51万 | 0.07% | 27,480 | 27,480 | — | $27.51万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $27.61万 | 0.07% | 1,393 | -3,027 | -68.5% | -$60.01万 | 重新持有 |
| PATH | UIPATH INC | $27.64万 | 0.07% | 24,903 | -90,409 | -78.4% | -$100.35万 | 重新持有 |