Harbor Island Capital LLC
Topsfield MA · SEC CIK 0001730580
$3.76亿2026Q2 申报市值
16持仓数
82.9%前十大占比 · 第一大 17.8%
0 / 0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
NKE 加仓+$486.75万
CMCSA 加仓+$169.71万
MSFT 加仓+$85.79万
VSNT 加仓+$53.46万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$1,848.28万
LRCX 减仓-$472.63万
WARNER BROS DISC 减仓-$115.65万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $6,687.61万 | 17.81% | 92,498 | -25,564 | -21.7% | -$1,848.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6,451.33万 | 17.18% | 148,878 | -10,907 | -6.8% | -$472.63万 | 减仓 |
| KLAC | KLA CORP | $4,102.05万 | 10.92% | 135,960 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,473.75万 | 6.59% | 927,890 | -43,380 | -4.5% | -$115.65万 | 减仓 |
| CSCO | CISCO SYS INC | $2,419.10万 | 6.44% | 205,951 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,273.24万 | 6.05% | 78,561 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2,100.64万 | 5.59% | 254,192 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,606.46万 | 4.28% | 115,051 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1,522.82万 | 4.05% | 40,824 | 2,300 | 6.0% | $85.79万 | 加仓 |
| NKE | NIKE INC | $1,483.91万 | 3.95% | 361,489 | 118,574 | 48.8% | $486.75万 | 加仓 |
| GATX | GATX CORP | $1,477.69万 | 3.93% | 83,396 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,349.10万 | 3.59% | 549,531 | 69,130 | 14.4% | $169.71万 | 加仓 |
| EXP | EAGLE MATLS INC | $1,331.03万 | 3.54% | 59,157 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $831.80万 | 2.21% | 145,981 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $796.78万 | 2.12% | 221,266 | 14,846 | 7.2% | $53.46万 | 加仓 |
| HPQ | HP INC | $648.12万 | 1.73% | 295,406 | 0 | 0.0% | — | 不变 |