OCO Capital Partners, L.P.
New York NY · SEC CIK 0001764525
$5.69亿2026Q2 申报市值
5持仓数
100.0%前十大占比 · 第一大 61.6%
0 / 4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
OWL 加仓+$4,528.12万
RKT 加仓+$2,756.25万
APO 加仓+$118.31万
2026Q2 卖出最多 按季末市值估算
VSAT 减仓-$5,388.60万
KKR 清仓-$2,173.75万
ARES 清仓-$954.62万
AFRM 清仓-$687.30万
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 |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | $3.50亿 | 61.56% | 3,900,000 | -600,000 | -13.3% | -$5,388.60万 | 减仓 |
| RKT | ROCKET COS INC | $9,056.25万 | 15.92% | 5,750,000 | 1,750,000 | 43.8% | $2,756.25万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $6,453.12万 | 11.34% | 7,375,000 | 5,175,000 | 235.2% | $4,528.12万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $6,329.59万 | 11.12% | 535,000 | 10,000 | 1.9% | $118.31万 | 加仓 |
| — | KATAPULT HOLDINGS INC | $33.05万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,775.00万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -235,000 | -100.0% | -$2,173.75万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -87,500 | -100.0% | -$954.62万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$687.30万 | 清仓 |