DENDUR CAPITAL LP
NEW YORK NY · SEC CIK 0001782124
$13.65亿2026Q1 申报市值
22持仓数
72.5%前十大占比 · 第一大 15.5%
10 / 3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
DIS 加仓+$1.12亿
FWONK 加仓+$8,760.46万
TTMI 新建仓+$6,381.01万
MKSI 新建仓+$4,929.42万
GDS 新建仓+$4,625.29万
2026Q1 卖出最多 按季末市值估算
ATI 减仓-$1.10亿
REZI 清仓-$3,002.76万
UNP 减仓-$2,887.18万
FLUT 减仓-$2,752.65万
MIDD 清仓-$1,509.00万
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $2.11亿 | 15.48% | 2,192,000 | 1,160,000 | 112.4% | $1.12亿 | 加仓 |
| ATI | ATI INC | $1.87亿 | 13.68% | 1,283,103 | -756,188 | -37.1% | -$1.10亿 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.02亿 | 7.49% | 1,203,000 | 1,030,400 | 597.0% | $8,760.46万 | 加仓 |
| VSEC | VSE CORP | $8,832.76万 | 6.47% | 479,000 | 227,000 | 90.1% | $4,185.88万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $8,792.46万 | 6.44% | 4,953,500 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $7,187.02万 | 5.27% | 1,220,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $6,503.63万 | 4.77% | 356,500 | 16,500 | 4.9% | $301.01万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $6,381.01万 | 4.68% | 655,000 | 655,000 | — | $6,381.01万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6,344.42万 | 4.65% | 416,000 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $4,929.42万 | 3.61% | 214,500 | 214,500 | — | $4,929.42万 | 新建仓 |
| GDS | GDS HLDGS LTD | $4,625.29万 | 3.39% | 1,148,000 | 1,148,000 | — | $4,625.29万 | 新建仓 |
| UNP | UNION PAC CORP | $4,512.73万 | 3.31% | 186,000 | -119,000 | -39.0% | -$2,887.18万 | 减仓 |
| CNM | CORE & MAIN INC | $4,436.12万 | 3.25% | 898,000 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $4,293.73万 | 3.15% | 313,000 | 313,000 | — | $4,293.73万 | 新建仓 |
| HUT | HUT 8 CORP | $4,078.45万 | 2.99% | 869,420 | 396,420 | 83.8% | $1,859.61万 | 加仓 |
| TLN | TALEN ENERGY CORP | $3,958.45万 | 2.90% | 124,000 | 124,000 | — | $3,958.45万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $3,652.18万 | 2.68% | 1,330,000 | 1,330,000 | — | $3,652.18万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $3,376.42万 | 2.47% | 802,000 | 802,000 | — | $3,376.42万 | 新建仓 |
| — | VSE CORP | $1,911.40万 | 1.40% | 380,000 | 380,000 | — | $1,911.40万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $1,141.84万 | 0.84% | 112,000 | -270,000 | -70.7% | -$2,752.65万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,002.32万 | 0.73% | 670,000 | 670,000 | — | $1,002.32万 | 新建仓 |
| CNM | CORE & MAIN INC 看涨期权 | $494.00万 | 0.36% | 100,000 | 100,000 | — | $494.00万 | 新建仓 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$4,483.50万 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -855,000 | -100.0% | -$3,002.76万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -101,500 | -100.0% | -$1,509.00万 | 清仓 |