Solel Partners LP
BOSTON MA · SEC CIK 0001790604
$5.88亿2026Q2 申报市值
24持仓数
72.6%前十大占比 · 第一大 11.0%
5 / 1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
GEHC 新建仓+$2,622.49万
CHDN 新建仓+$2,525.16万
ARE 新建仓+$1,416.42万
LPLA 重新持有+$1,408.40万
HLF 加仓+$1,298.56万
2026Q2 卖出最多 按季末市值估算
CVS 减仓-$4,699.73万
UNH 减仓-$2,285.96万
SYF 减仓-$1,628.23万
DKNG 减仓-$1,136.70万
PUK 清仓-$757.92万
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 |
|---|---|---|---|---|---|---|---|---|
| PUK | PRUDENTIAL PLC | $0 | 0.00% | 0 | -266,592 | -100.0% | -$757.92万 | 清仓 |
| — | BIOCERES CROP SOLUTIONS CORP | $160.32万 | 0.27% | 4,579,364 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC | $292.81万 | 0.50% | 349,838 | -190,736 | -35.3% | -$159.65万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $335.83万 | 0.57% | 485,300 | -759,700 | -61.0% | -$525.71万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $370.81万 | 0.63% | 56,166 | 56,166 | — | $370.81万 | 新建仓 |
| CVS | CVS HEALTH CORP | $407.59万 | 0.69% | 39,400 | -454,300 | -92.0% | -$4,699.73万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $427.88万 | 0.73% | 428,736 | 428,736 | — | $427.88万 | 新建仓 |
| LAW | CS DISCO INC | $449.04万 | 0.76% | 1,187,945 | 143,501 | 13.7% | $54.24万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1,129.55万 | 1.92% | 447,170 | -450,000 | -50.2% | -$1,136.70万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,416.42万 | 2.41% | 268,008 | 268,008 | — | $1,416.42万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $1,843.97万 | 3.13% | 1,720,124 | 300,000 | 21.1% | $321.60万 | 加仓 |
| CXM | SPRINKLR INC | $1,883.07万 | 3.20% | 3,649,369 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $2,236.50万 | 3.80% | 76,700 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $2,525.16万 | 4.29% | 281,700 | 281,700 | — | $2,525.16万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,622.49万 | 4.46% | 409,700 | 409,700 | — | $2,622.49万 | 新建仓 |
| WEX | WEX INC | $3,137.66万 | 5.33% | 222,387 | 55,387 | 33.2% | $781.46万 | 加仓 |
| AMZN | AMAZON COM INC | $3,498.83万 | 5.95% | 146,800 | -1,500 | -1.0% | -$35.75万 | 减仓 |
| BRZE | BRAZE INC | $3,626.57万 | 6.16% | 1,672,000 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $3,745.27万 | 6.36% | 2,848,115 | 987,500 | 53.1% | $1,298.56万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $3,859.02万 | 6.56% | 137,000 | 50,000 | 57.5% | $1,408.40万 | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $3,924.05万 | 6.67% | 513,418 | -39,199 | -7.1% | -$299.60万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $3,991.86万 | 6.78% | 524,900 | -214,100 | -29.0% | -$1,628.23万 | 减仓 |
| CPT | CAMDEN PPTY TR | $4,192.05万 | 7.12% | 366,150 | 40,000 | 12.3% | $457.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $6,297.92万 | 10.70% | 151,527 | -55,000 | -26.6% | -$2,285.96万 | 减仓 |
| HUM | HUMANA INC | $6,474.29万 | 11.00% | 162,990 | -6,560 | -3.9% | -$260.58万 | 减仓 |