One Fin Capital Management LP
San Francisco CA · SEC CIK 0001753875
$3.10亿2026Q2 申报市值
23持仓数
61.8%前十大占比 · 第一大 11.5%
10 / 7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
DRVN 加仓+$1,742.50万
QGEN 新建仓+$1,564.00万
VGNT 新建仓+$1,281.31万
COLUMBIA FINL IN 新建仓+$1,230.76万
NRG 新建仓+$1,124.66万
2026Q2 卖出最多 按季末市值估算
LAR 清仓-$2,464.77万
AMRZ 清仓-$1,893.48万
APTV 清仓-$1,562.40万
GNRC 清仓-$1,308.71万
PCG 清仓-$1,098.12万
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 |
|---|---|---|---|---|---|---|---|---|
| NXT | NEXTPOWER INC | $3,574.20万 | 11.54% | 300,000 | 0 | 0.0% | — | 不变 |
| DRVN | DRIVEN BRANDS HLDGS INC | $2,439.50万 | 7.88% | 1,750,000 | 1,250,000 | 250.0% | $1,742.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2,401.08万 | 7.75% | 120,000 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,683.40万 | 5.43% | 190,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1,666.25万 | 5.38% | 625,000 | -135,000 | -17.8% | -$359.91万 | 减仓 |
| CRNC | CERENCE INC | $1,618.76万 | 5.23% | 1,430,000 | 129,984 | 10.0% | $147.14万 | 加仓 |
| QGEN | QIAGEN NV | $1,564.00万 | 5.05% | 400,000 | 400,000 | — | $1,564.00万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $1,494.30万 | 4.82% | 47,500 | -32,500 | -40.6% | -$1,022.42万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,371.58万 | 4.43% | 33,000 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $1,323.75万 | 4.27% | 267,100 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $1,281.31万 | 4.14% | 305,000 | 305,000 | — | $1,281.31万 | 新建仓 |
| PINS | PINTEREST INC | $1,240.77万 | 4.01% | 590,000 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA FINL INC | $1,230.76万 | 3.97% | 580,000 | 580,000 | — | $1,230.76万 | 新建仓 |
| RKT | ROCKET COS INC | $1,165.50万 | 3.76% | 740,000 | -460,000 | -38.3% | -$724.50万 | 减仓 |
| NRG | NRG ENERGY INC | $1,124.66万 | 3.63% | 77,000 | 77,000 | — | $1,124.66万 | 新建仓 |
| HON | HONEYWELL INTL INC | $1,041.13万 | 3.36% | 46,500 | 46,500 | — | $1,041.13万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,028.02万 | 3.32% | 46,500 | 46,500 | — | $1,028.02万 | 新建仓 |
| NVRI | ENVIRI CORP | $999.94万 | 3.23% | 455,553 | 455,553 | — | $999.94万 | 新建仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $917.71万 | 2.96% | 843,482 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $672.10万 | 2.17% | 275,000 | 125,000 | 83.3% | $305.50万 | 加仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $519.96万 | 1.68% | 280,000 | 280,000 | — | $519.96万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $460.43万 | 1.49% | 37,000 | 37,000 | — | $460.43万 | 新建仓 |
| Z | ZILLOW GROUP INC | $157.60万 | 0.51% | 50,000 | 50,000 | — | $157.60万 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -25,525,000 | -100.0% | -$2,464.77万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -338,000 | -100.0% | -$1,893.48万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$1,562.40万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -67,000 | -100.0% | -$1,308.71万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -625,000 | -100.0% | -$1,098.12万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -33,000 | -100.0% | -$602.02万 | 清仓 |
| — | JELD-WEN HLDG INC | $0 | 0.00% | 0 | -1,912,044 | -100.0% | -$237.09万 | 清仓 |