Pennant Investors, LP
Summit NJ · SEC CIK 0001759176
$3.35亿2026Q2 申报市值
16持仓数
78.9%前十大占比 · 第一大 12.6%
1 / 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
VGNT 新建仓+$1,261.89万
AMZN 加仓+$1,072.53万
FLS 加仓+$556.20万
MSFT 加仓+$22.38万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$1,841.51万
CORZ 清仓-$1,660.56万
CCC 清仓-$1,452.05万
SOLS 减仓-$1,391.02万
ECHO 减仓-$1,050.93万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $4,235.08万 | 12.64% | 478,000 | -157,000 | -24.7% | -$1,391.02万 | 减仓 |
| AMZN | AMAZON COM INC | $3,861.11万 | 11.53% | 162,000 | 45,000 | 38.5% | $1,072.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,730.20万 | 11.14% | 100,000 | 600 | 0.6% | $22.38万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,759.39万 | 8.24% | 271,861 | -103,540 | -27.6% | -$1,050.93万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $2,456.28万 | 7.33% | 689,000 | -249,250 | -26.6% | -$888.58万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $2,233.96万 | 6.67% | 16,771 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1,821.03万 | 5.44% | 15,500 | -5,000 | -24.4% | -$587.43万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,808.03万 | 5.40% | 54,000 | -55,000 | -50.5% | -$1,841.51万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,787.32万 | 5.34% | 196,000 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1,732.80万 | 5.17% | 30,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,711.80万 | 5.11% | 47,900 | -6,000 | -11.1% | -$214.42万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,686.72万 | 5.04% | 480,000 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1,557.36万 | 4.65% | 210,000 | 75,000 | 55.6% | $556.20万 | 加仓 |
| VGNT | VERSIGENT PLC | $1,261.89万 | 3.77% | 300,378 | 300,378 | — | $1,261.89万 | 新建仓 |
| QXO | QXO INC | $850.18万 | 2.54% | 492,000 | 0 | 0.0% | — | 不变 |
| — | GRAB HOLDINGS LIMITED | $3,568 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -1,110,000 | -100.0% | -$1,660.56万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -2,420,086 | -100.0% | -$1,452.05万 | 清仓 |