Parsifal Capital Management, LP
GREENWICH CT · SEC CIK 0001776090
$8.26亿2026Q2 申报市值
15持仓数
86.9%前十大占比 · 第一大 17.7%
2 / 5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
VRSN 新建仓+$3,030.90万
AKAM 加仓+$2,473.21万
AXTA 加仓+$1,830.63万
MMM 加仓+$1,365.31万
LPX 加仓+$1,123.84万
2026Q2 卖出最多 按季末市值估算
CZR 清仓-$5,110.77万
ATMU 清仓-$4,479.08万
SN 减仓-$3,675.16万
GMED 清仓-$3,335.40万
VIAV 减仓-$3,186.67万
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 |
|---|---|---|---|---|---|---|---|---|
| COMP | COMPASS INC | $1.46亿 | 17.71% | 11,859,422 | -58,880 | -0.5% | -$72.60万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $1.09亿 | 13.18% | 2,078,729 | -83,300 | -3.9% | -$436.24万 | 减仓 |
| SN | SHARKNINJA INC | $8,401.59万 | 10.18% | 551,756 | -241,358 | -30.4% | -$3,675.16万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $8,206.97万 | 9.94% | 2,398,295 | 534,959 | 28.7% | $1,830.63万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $8,096.46万 | 9.81% | 684,922 | 209,222 | 44.0% | $2,473.21万 | 加仓 |
| MMM | 3M CO | $5,704.70万 | 6.91% | 352,338 | 84,325 | 31.5% | $1,365.31万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $4,606.76万 | 5.58% | 908,632 | 57,511 | 6.8% | $291.58万 | 加仓 |
| AVPT | AVEPOINT INC | $4,290.88万 | 5.20% | 3,827,722 | 16,537 | 0.4% | $18.54万 | 加仓 |
| IESC | IES HOLDINGS INC | $3,597.70万 | 4.36% | 48,971 | -41,096 | -45.6% | -$3,019.16万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $3,311.75万 | 4.01% | 4,697,521 | 1,211,621 | 34.8% | $854.19万 | 加仓 |
| VRSN | VERISIGN INC | $3,030.90万 | 3.67% | 120,484 | 120,484 | — | $3,030.90万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $2,954.96万 | 3.58% | 618,839 | -667,365 | -51.9% | -$3,186.67万 | 减仓 |
| ACI | ALBERTSONS COS INC | $2,094.42万 | 2.54% | 1,547,983 | -173,210 | -10.1% | -$234.35万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $1,846.60万 | 2.24% | 234,757 | 142,873 | 155.5% | $1,123.84万 | 加仓 |
| FRMI | FERMI INC 看涨期权 | $916.00万 | 1.11% | 1,000,000 | 1,000,000 | — | $916.00万 | 新建仓 |
| VRSN | VERISIGN INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$7,450.80万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -1,933,700 | -100.0% | -$5,110.77万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -788,987 | -100.0% | -$4,479.08万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -387,117 | -100.0% | -$3,335.40万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -714,900 | -100.0% | -$1,832.29万 | 清仓 |