Ararat Capital Management LP
WESTPORT CT · SEC CIK 0001768757
$1.78亿2026Q1 申报市值
15持仓数
84.9%前十大占比 · 第一大 11.1%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FLYW 加仓+$642.45万
EUROPEAN WAX CTR 加仓+$555.70万
ITGR 新建仓+$540.92万
FNKO 加仓+$524.68万
RELY 加仓+$490.17万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$2,120.34万
DRVN 减仓-$1,485.92万
SGI 清仓-$946.39万
NCNO 清仓-$638.18万
PLOW 减仓-$572.25万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BY | BYLINE BANCORP INC | $1,969.25万 | 11.09% | 623,772 | -27,424 | -4.2% | -$86.58万 | 减仓 |
| — | EUROPEAN WAX CTR INC | $1,793.02万 | 10.10% | 3,102,117 | 961,417 | 44.9% | $555.70万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $1,681.73万 | 9.47% | 1,444,784 | 551,934 | 61.8% | $642.45万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $1,590.49万 | 8.95% | 1,014,991 | 312,805 | 44.5% | $490.17万 | 加仓 |
| EYE | NATIONAL VISION HLDGS INC | $1,468.90万 | 8.27% | 567,143 | 84,880 | 17.6% | $219.84万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,369.42万 | 7.71% | 246,077 | 68,213 | 38.4% | $379.61万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $1,354.29万 | 7.62% | 321,761 | -135,959 | -29.7% | -$572.25万 | 减仓 |
| CARG | CARGURUS INC | $1,307.02万 | 7.36% | 383,853 | 52,884 | 16.0% | $180.07万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,297.99万 | 7.31% | 420,741 | 102,115 | 32.0% | $315.02万 | 加仓 |
| LZ | LEGALZOOM COM INC | $1,244.15万 | 7.00% | 2,194,271 | 319,016 | 17.0% | $180.88万 | 加仓 |
| USFD | US FOODS HLDG CORP | $913.05万 | 5.14% | 99,019 | 30,579 | 44.7% | $281.97万 | 加仓 |
| FNKO | FUNKO INC | $792.13万 | 4.46% | 2,514,703 | 1,665,662 | 196.2% | $524.68万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $540.92万 | 3.05% | 61,468 | 61,468 | — | $540.92万 | 新建仓 |
| GDDY | GODADDY INC | $323.55万 | 1.82% | 39,138 | -1,921 | -4.7% | -$15.88万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $115.54万 | 0.65% | 91,624 | -1,178,365 | -92.8% | -$1,485.92万 | 减仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -701,170 | -100.0% | -$2,120.34万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -106,002 | -100.0% | -$946.39万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -248,900 | -100.0% | -$638.18万 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $0 | 0.00% | 0 | -601,466 | -100.0% | -$259.83万 | 清仓 |