Solel Partners LP
BOSTON MA · SEC CIK 0001790604
$4.68亿2026Q1 申报市值
19持仓数
77.9%前十大占比 · 第一大 11.9%
1 / 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
AMZN 新建仓+$3,088.64万
HUM 加仓+$971.85万
BRZE 加仓+$943.93万
CPT 加仓+$396.99万
CXM 加仓+$300.00万
2026Q1 卖出最多 按季末市值估算
FAF 清仓-$1,890.51万
BRSL 减仓-$1,752.00万
CZR 清仓-$1,622.92万
CALM 清仓-$1,445.79万
CVS 减仓-$718.20万
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -307,700 | -100.0% | -$1,890.51万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -693,850 | -100.0% | -$1,622.92万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -181,700 | -100.0% | -$1,445.79万 | 清仓 |
| — | BIOCERES CROP SOLUTIONS CORP | $203.74万 | 0.44% | 4,579,364 | 0 | 0.0% | — | 不变 |
| LAW | CS DISCO INC | $398.98万 | 0.85% | 1,044,444 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC | $422.19万 | 0.90% | 540,574 | -333,112 | -38.1% | -$260.16万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $749.49万 | 1.60% | 1,245,000 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $757.92万 | 1.62% | 266,592 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,809.24万 | 3.87% | 1,420,124 | -1,375,200 | -49.2% | -$1,752.00万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $1,856.14万 | 3.97% | 76,700 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1,939.68万 | 4.15% | 897,170 | -282,530 | -23.9% | -$610.83万 | 减仓 |
| CXM | SPRINKLR INC | $2,189.62万 | 4.68% | 3,649,369 | 500,000 | 15.9% | $300.00万 | 加仓 |
| WEX | WEX INC | $2,555.77万 | 5.46% | 167,000 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $2,738.83万 | 5.86% | 1,860,615 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $2,939.83万 | 6.29% | 169,550 | 56,050 | 49.4% | $971.85万 | 加仓 |
| AMZN | AMAZON COM INC | $3,088.64万 | 6.60% | 148,300 | 148,300 | — | $3,088.64万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $3,185.18万 | 6.81% | 326,150 | 40,650 | 14.2% | $396.99万 | 加仓 |
| CVS | CVS HEALTH CORP | $3,545.75万 | 7.58% | 493,700 | -100,000 | -16.8% | -$718.20万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3,823.56万 | 8.18% | 552,617 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $3,947.59万 | 8.44% | 1,672,000 | 399,800 | 31.4% | $943.93万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5,026.68万 | 10.75% | 739,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $5,588.41万 | 11.95% | 206,527 | 0 | 0.0% | — | 不变 |