Ararat Capital Management LP
WESTPORT CT · SEC CIK 0001768757
$2.13亿2026Q2 申报市值
17持仓数
78.0%前十大占比 · 第一大 9.4%
4 / 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
RAL 新建仓+$1,664.63万
ITGR 加仓+$1,098.70万
SHC 新建仓+$1,047.89万
FELE 新建仓+$968.01万
GIL 加仓+$361.18万
2026Q2 卖出最多 按季末市值估算
EUROPEAN WAX CTR 清仓-$1,793.02万
EYE 减仓-$1,042.70万
FLYW 减仓-$526.89万
BY 减仓-$501.49万
LZ 减仓-$383.26万
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 |
|---|---|---|---|---|---|---|---|---|
| FLYW | FLYWIRE CORPORATION | $2,011.59万 | 9.42% | 1,144,903 | -299,881 | -20.8% | -$526.89万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $1,927.01万 | 9.03% | 859,890 | -155,101 | -15.3% | -$347.58万 | 减仓 |
| BY | BYLINE BANCORP INC | $1,847.63万 | 8.65% | 490,609 | -133,163 | -21.3% | -$501.49万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,805.78万 | 8.46% | 519,947 | 99,206 | 23.6% | $344.54万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $1,673.12万 | 7.84% | 179,039 | 117,571 | 191.3% | $1,098.70万 | 加仓 |
| RAL | RALLIANT CORP | $1,664.63万 | 7.80% | 226,080 | 226,080 | — | $1,664.63万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,630.94万 | 7.64% | 316,073 | 69,996 | 28.4% | $361.18万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $1,507.58万 | 7.06% | 279,440 | -42,321 | -13.2% | -$228.32万 | 减仓 |
| CARG | CARGURUS INC | $1,333.88万 | 6.25% | 391,283 | 7,430 | 1.9% | $25.33万 | 加仓 |
| FNKO | FUNKO INC | $1,244.77万 | 5.83% | 2,116,954 | -397,749 | -15.8% | -$233.88万 | 减仓 |
| USFD | US FOODS HLDG CORP | $1,057.95万 | 4.96% | 103,467 | 4,448 | 4.5% | $45.48万 | 加仓 |
| SHC | SOTERA HEALTH CO | $1,047.89万 | 4.91% | 590,362 | 590,362 | — | $1,047.89万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $968.01万 | 4.53% | 90,308 | 90,308 | — | $968.01万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $961.83万 | 4.51% | 1,569,055 | -625,216 | -28.5% | -$383.26万 | 减仓 |
| GDDY | GODADDY INC | $333.04万 | 1.56% | 39,236 | 98 | 0.3% | $8,318 | 加仓 |
| OMDA | OMADA HEALTH INC | $296.98万 | 1.39% | 135,300 | 135,300 | — | $296.98万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $35.44万 | 0.17% | 18,641 | -548,502 | -96.7% | -$1,042.70万 | 减仓 |
| — | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | -3,102,117 | -100.0% | -$1,793.02万 | 清仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | -91,624 | -100.0% | -$115.54万 | 清仓 |