LONE PEAK GLOBAL INVESTORS LLC
ALPINE UT · SEC CIK 0001730467
$7.27亿2026Q2 申报市值
43持仓数
41.8%前十大占比 · 第一大 5.2%
3 / 2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
CPRT 新建仓+$1,845.33万
CRM 新建仓+$1,771.48万
SOLV 加仓+$928.52万
LKQ 加仓+$840.17万
PLAB 加仓+$678.11万
2026Q2 卖出最多 按季末市值估算
PRDO 清仓-$2,146.50万
NATL 清仓-$988.54万
OPLN 减仓-$776.64万
REYN 减仓-$713.46万
GBCI 减仓-$634.67万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $3,749.61万 | 5.16% | 319,224 | 18,182 | 6.0% | $213.57万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3,594.42万 | 4.95% | 1,098,204 | 63,646 | 6.2% | $208.31万 | 加仓 |
| SOLV | SOLVENTUM CORP | $3,341.58万 | 4.60% | 433,128 | 120,352 | 38.5% | $928.52万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $3,340.42万 | 4.60% | 399,954 | 22,543 | 6.0% | $188.28万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,876.61万 | 3.96% | 121,090 | 6,928 | 6.1% | $164.58万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,805.69万 | 3.86% | 260,994 | -4,664 | -1.8% | -$50.14万 | 减仓 |
| OPLN | OPENLANE INC | $2,757.74万 | 3.80% | 668,706 | -188,323 | -22.0% | -$776.64万 | 减仓 |
| AMZN | AMAZON COM INC | $2,685.40万 | 3.70% | 112,671 | 6,441 | 6.1% | $153.51万 | 加仓 |
| SANM | SANMINA CORP | $2,633.42万 | 3.62% | 104,055 | 5,948 | 6.1% | $150.53万 | 加仓 |
| RKT | ROCKET COS INC | $2,582.99万 | 3.56% | 1,639,991 | 95,271 | 6.2% | $150.05万 | 加仓 |
| GPN | GLOBAL PMTS INC | $2,371.51万 | 3.26% | 326,833 | 18,711 | 6.1% | $135.77万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,362.72万 | 3.25% | 156,130 | 9,062 | 6.2% | $137.14万 | 加仓 |
| DIS | DISNEY WALT CO | $2,223.86万 | 3.06% | 231,050 | 13,041 | 6.0% | $125.52万 | 加仓 |
| CTBI | COMMUNITY TR BANCORP INC | $2,174.45万 | 2.99% | 300,504 | 17,388 | 6.1% | $125.82万 | 加仓 |
| RTX | RTX CORPORATION | $2,173.57万 | 2.99% | 114,561 | 22,322 | 24.2% | $423.52万 | 加仓 |
| HNI | HNI CORP | $2,168.69万 | 2.98% | 536,672 | -11,043 | -2.0% | -$44.62万 | 减仓 |
| KBR | KBR INC | $1,956.45万 | 2.69% | 566,594 | -17,778 | -3.0% | -$61.39万 | 减仓 |
| LKQ | LKQ CORP | $1,920.87万 | 2.64% | 729,538 | 319,091 | 77.7% | $840.17万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $1,920.06万 | 2.64% | 161,417 | -9,778 | -5.7% | -$116.31万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $1,915.68万 | 2.64% | 115,437 | -7,899 | -6.4% | -$131.08万 | 减仓 |
| CPRT | COPART INC | $1,845.33万 | 2.54% | 654,606 | 654,606 | — | $1,845.33万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $1,824.23万 | 2.51% | 569,183 | 31,925 | 5.9% | $102.32万 | 加仓 |
| WEX | WEX INC | $1,792.72万 | 2.47% | 127,062 | 34,805 | 37.7% | $491.06万 | 加仓 |
| CRM | SALESFORCE INC | $1,771.48万 | 2.44% | 113,078 | 113,078 | — | $1,771.48万 | 新建仓 |
| CHE | CHEMED CORP NEW | $1,727.85万 | 2.38% | 37,099 | 10,226 | 38.1% | $476.27万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,688.74万 | 2.32% | 327,403 | -123,045 | -27.3% | -$634.67万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,678.51万 | 2.31% | 66,091 | -7,153 | -9.8% | -$181.66万 | 减仓 |
| EBAY | EBAY INC. | $1,657.94万 | 2.28% | 148,361 | 8,496 | 6.1% | $94.94万 | 加仓 |
| EVTC | EVERTEC INC | $1,624.25万 | 2.24% | 584,685 | 32,764 | 5.9% | $91.02万 | 加仓 |
| NKE | NIKE INC | $1,493.76万 | 2.06% | 363,889 | 20,844 | 6.1% | $85.56万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $1,492.09万 | 2.05% | 555,713 | -265,719 | -32.3% | -$713.46万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $1,252.45万 | 1.72% | 246,497 | 13,861 | 6.0% | $70.43万 | 加仓 |
| PLAB | PHOTRONICS INC | $732.20万 | 1.01% | 225,085 | 208,458 | 1,253.7% | $678.11万 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $70.73万 | 0.10% | 18,852 | 4,001 | 26.9% | $15.01万 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $67.19万 | 0.09% | 107,676 | 107,676 | — | $67.19万 | 新建仓 |
| IESC | IES HOLDINGS INC | $59.58万 | 0.08% | 811 | -555 | -40.6% | -$40.77万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $58.61万 | 0.08% | 36,069 | 908 | 2.6% | $1.48万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $51.43万 | 0.07% | 6,883 | 129 | 1.9% | $9,639 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $50.09万 | 0.07% | 6,260 | -666 | -9.6% | -$5.33万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $45.95万 | 0.06% | 50,276 | 931 | 1.9% | $8,509 | 加仓 |
| AMCX | AMC GLOBAL MEDIA INC | $44.74万 | 0.06% | 44,829 | 833 | 1.9% | $8,313 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $43.33万 | 0.06% | 8,060 | 153 | 1.9% | $8,225 | 加仓 |
| — | DOUGLAS ELLIMAN INC | $28.57万 | 0.04% | 161,438 | 2,920 | 1.8% | $5,168 | 加仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -576,861 | -100.0% | -$2,146.50万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -226,833 | -100.0% | -$988.54万 | 清仓 |