BWCP, LP
DALLAS TX · SEC CIK 0001787893
$7.00亿2026Q2 申报市值
24持仓数
60.0%前十大占比 · 第一大 11.6%
6 / 9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
TTMI 新建仓+$3,394.00万
MKSI 新建仓+$2,707.36万
SNX 新建仓+$2,331.69万
ARMK 新建仓+$2,212.89万
RDDT 新建仓+$2,062.82万
2026Q2 卖出最多 按季末市值估算
ASML 减仓-$2,764.33万
TSM 清仓-$2,474.40万
SN 清仓-$2,458.70万
EYE 清仓-$2,055.96万
FIX 减仓-$1,965.90万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -73,218 | -100.0% | -$2,474.40万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -232,172 | -100.0% | -$2,458.70万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -793,807 | -100.0% | -$2,055.96万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -1,358,453 | -100.0% | -$1,885.53万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -100,562 | -100.0% | -$1,509.94万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -617,732 | -100.0% | -$1,494.91万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -34,853 | -100.0% | -$1,480.17万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -138,359 | -100.0% | -$1,186.84万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -1,302,526 | -100.0% | -$952.15万 | 清仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $633.15万 | 0.90% | 224,203 | -641,690 | -74.1% | -$1,812.13万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $1,385.64万 | 1.98% | 172,215 | 172,215 | — | $1,385.64万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $1,446.25万 | 2.07% | 88,418 | 3,495 | 4.1% | $57.17万 | 加仓 |
| META | META PLATFORMS INC | $1,888.49万 | 2.70% | 33,526 | -24,963 | -42.7% | -$1,406.14万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $1,936.87万 | 2.77% | 1,502,614 | 144,541 | 10.6% | $186.31万 | 加仓 |
| RDDT | REDDIT INC | $2,062.82万 | 2.95% | 118,840 | 118,840 | — | $2,062.82万 | 新建仓 |
| ASML | ASML HLDG NV | $2,111.99万 | 3.02% | 10,616 | -13,895 | -56.7% | -$2,764.33万 | 减仓 |
| ARMK | ARAMARK | $2,212.89万 | 3.16% | 388,909 | 388,909 | — | $2,212.89万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $2,286.61万 | 3.27% | 1,594,569 | 794,206 | 99.2% | $1,138.89万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $2,331.69万 | 3.33% | 87,218 | 87,218 | — | $2,331.69万 | 新建仓 |
| AMZN | AMAZON COM INC | $2,359.16万 | 3.37% | 98,983 | -47,460 | -32.4% | -$1,131.16万 | 减仓 |
| GRND | GRINDR INC | $2,364.39万 | 3.38% | 1,645,367 | 79,916 | 5.1% | $114.84万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,398.95万 | 3.43% | 12,104 | -9,919 | -45.0% | -$1,965.90万 | 减仓 |
| ONON | ON HLDG AG | $2,565.98万 | 3.67% | 724,443 | 43,710 | 6.4% | $154.82万 | 加仓 |
| MKSI | MKS INC. | $2,707.36万 | 3.87% | 60,867 | 60,867 | — | $2,707.36万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $2,991.28万 | 4.27% | 1,223,926 | 48,315 | 4.1% | $118.08万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,276.43万 | 4.68% | 78,895 | -7,580 | -8.8% | -$314.79万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $3,394.00万 | 4.85% | 181,478 | 181,478 | — | $3,394.00万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $3,613.32万 | 5.16% | 1,380,185 | 169,229 | 14.0% | $443.04万 | 加仓 |
| GPGI | GPGI INC | $3,714.41万 | 5.31% | 2,343,475 | 1,283,636 | 121.1% | $2,034.56万 | 加仓 |
| AS | AMER SPORTS INC | $3,917.79万 | 5.60% | 1,157,738 | 426,366 | 58.3% | $1,442.82万 | 加仓 |
| BYD | BOYD GAMING CORP | $4,421.52万 | 6.32% | 500,568 | 36,462 | 7.9% | $322.07万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $5,871.29万 | 8.39% | 431,744 | -21,129 | -4.7% | -$287.33万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $8,119.25万 | 11.60% | 4,125,636 | -386,009 | -8.6% | -$759.67万 | 减仓 |