Broad Bay Capital Management, LP
New York NY · SEC CIK 0001759115
$10.70亿2026Q2 申报市值
24持仓数
66.1%前十大占比 · 第一大 10.0%
10 / 13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
SNOW 新建仓+$7,416.13万
PI 新建仓+$4,707.97万
TTI 新建仓+$3,963.85万
VSTS 新建仓+$3,354.12万
DG 新建仓+$2,762.64万
2026Q2 卖出最多 按季末市值估算
GSAT 减仓-$5,275.10万
CVCO 减仓-$4,697.49万
ROST 清仓-$4,591.06万
GBX 清仓-$4,221.22万
BATRK 减仓-$3,570.10万
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 |
|---|---|---|---|---|---|---|---|---|
| AIR | AAR CORP | $1.07亿 | 10.01% | 749,675 | -68,650 | -8.4% | -$981.21万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1.06亿 | 9.92% | 2,046,239 | -687,881 | -25.2% | -$3,570.10万 | 减仓 |
| RKT | ROCKET COS INC | $7,543.67万 | 7.05% | 4,789,632 | 471,737 | 10.9% | $742.99万 | 加仓 |
| SNOW | SNOWFLAKE INC | $7,416.13万 | 6.93% | 291,400 | 291,400 | — | $7,416.13万 | 新建仓 |
| HUBG | HUB GROUP INC | $6,896.07万 | 6.44% | 1,574,804 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $6,270.22万 | 5.86% | 4,095,508 | -1,059,200 | -20.5% | -$1,621.64万 | 减仓 |
| RDDT | REDDIT INC | $5,601.43万 | 5.23% | 322,700 | 107,576 | 50.0% | $1,867.30万 | 重新持有 |
| VFC | V F CORP | $5,343.94万 | 4.99% | 3,203,800 | 1,263,400 | 65.1% | $2,107.35万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,343.32万 | 4.99% | 327,851 | -62,600 | -16.0% | -$1,020.25万 | 减仓 |
| NET | CLOUDFLARE INC | $4,976.12万 | 4.65% | 202,875 | -101,525 | -33.4% | -$2,490.21万 | 减仓 |
| PI | IMPINJ INC | $4,707.97万 | 4.40% | 328,700 | 328,700 | — | $4,707.97万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $4,507.93万 | 4.21% | 1,893,294 | -1,026,171 | -35.1% | -$2,443.31万 | 减仓 |
| SMTC | SEMTECH CORP | $4,025.21万 | 3.76% | 248,700 | -67,300 | -21.3% | -$1,089.25万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $3,963.85万 | 3.70% | 3,498,542 | 3,498,542 | — | $3,963.85万 | 新建仓 |
| VSTS | VESTIS CORPORATION | $3,354.12万 | 3.13% | 2,310,000 | 2,310,000 | — | $3,354.12万 | 新建仓 |
| DG | DOLLAR GEN CORP | $2,762.64万 | 2.58% | 240,000 | 240,000 | — | $2,762.64万 | 新建仓 |
| FIG | FIGMA INC | $2,165.21万 | 2.02% | 1,196,910 | 1,196,910 | — | $2,165.21万 | 新建仓 |
| DDOG | DATADOG INC | $2,144.77万 | 2.00% | 82,377 | 82,377 | — | $2,144.77万 | 新建仓 |
| ETSY | ETSY INC | $2,105.47万 | 1.97% | 279,500 | 279,500 | — | $2,105.47万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,776.58万 | 1.66% | 226,605 | -62,323 | -21.6% | -$488.61万 | 减仓 |
| INOD | INNODATA INC 看跌期权 | $1,511.60万 | 1.41% | 200,000 | 200,000 | — | $1,511.60万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $1,465.48万 | 1.37% | 23,853 | -76,459 | -76.2% | -$4,697.49万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1,390.09万 | 1.30% | 62,900 | 62,900 | — | $1,390.09万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $427.72万 | 0.40% | 52,617 | -648,923 | -92.5% | -$5,275.10万 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1.24亿 | 清仓 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$7,956.00万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -211,931 | -100.0% | -$4,591.06万 | 清仓 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | -801,752 | -100.0% | -$4,221.22万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -675,000 | -100.0% | -$3,003.75万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -722,194 | -100.0% | -$2,459.07万 | 清仓 |
| PVH | PVH CORPORATION | $0 | 0.00% | 0 | -340,000 | -100.0% | -$2,371.84万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -1,344,847 | -100.0% | -$2,334.65万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -188,000 | -100.0% | -$2,159.18万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -32,100 | -100.0% | -$1,677.90万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -353,024 | -100.0% | -$1,252.53万 | 清仓 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | -677,633 | -100.0% | -$1,114.71万 | 清仓 |
| CTRN | CITI TRENDS INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$259.92万 | 清仓 |