Madison Avenue Partners, LP
NEW YORK NY · SEC CIK 0001801265
$23.00亿2026Q1 申报市值
27持仓数
78.5%前十大占比 · 第一大 17.1%
6 / 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
CPNG 新建仓+$1.77亿
ICLR 新建仓+$1.42亿
MICC 加仓+$7,499.27万
STAA 新建仓+$4,565.94万
AIV 重新持有+$3,564.37万
2026Q1 卖出最多 按季末市值估算
SNDK 减仓-$5.18亿
GMED 减仓-$1.64亿
SOLS 清仓-$1.35亿
SUPN 减仓-$5,990.36万
UNF 清仓-$5,861.15万
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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -2,782,460 | -100.0% | -$1.35亿 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -303,844 | -100.0% | -$5,861.15万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -59,946 | -100.0% | -$517.03万 | 清仓 |
| SN | SHARKNINJA INC | $65.15万 | 0.03% | 6,152 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $71.77万 | 0.03% | 1,080,132 | -1,173,257 | -52.1% | -$77.96万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $597.02万 | 0.26% | 447,878 | 447,878 | — | $597.02万 | 新建仓 |
| KROS | KEROS THERAPEUTICS INC | $691.75万 | 0.30% | 626,583 | -197,124 | -23.9% | -$217.62万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $1,065.61万 | 0.46% | 444,933 | -548,946 | -55.2% | -$1,314.73万 | 减仓 |
| MAGN | MAGNERA CORP | $1,512.68万 | 0.66% | 1,590,616 | -190,033 | -10.7% | -$180.72万 | 减仓 |
| DNOW | DNOW INC | $1,625.79万 | 0.71% | 1,365,067 | 1,365,067 | — | $1,625.79万 | 新建仓 |
| SBGI | SINCLAIR INC | $1,906.69万 | 0.83% | 1,473,484 | 563,831 | 62.0% | $729.60万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $2,149.99万 | 0.93% | 247,723 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $2,489.22万 | 1.08% | 1,321,942 | 1,321,942 | — | $2,489.22万 | 新建仓 |
| WLY | WILEY JOHN & SONS INC | $2,584.77万 | 1.12% | 678,417 | -468,841 | -40.9% | -$1,786.28万 | 减仓 |
| STAA | STAAR SURGICAL CO | $4,565.94万 | 1.99% | 2,441,678 | 2,441,678 | — | $4,565.94万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $5,036.62万 | 2.19% | 12,374,991 | 8,757,677 | 242.1% | $3,564.37万 | 重新持有 |
| STGW | STAGWELL INC | $5,041.01万 | 2.19% | 8,014,322 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $6,181.77万 | 2.69% | 717,476 | -1,907,275 | -72.7% | -$1.64亿 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $6,570.67万 | 2.86% | 1,123,767 | -100,000 | -8.2% | -$584.70万 | 减仓 |
| LKFT | GALAPAGOS NV | $7,395.54万 | 3.22% | 2,465,179 | 252,010 | 11.4% | $756.03万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $8,449.58万 | 3.67% | 633,877 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.22亿 | 5.33% | 1,875,736 | -112,322 | -5.6% | -$733.46万 | 减仓 |
| SUPN | INDIVIOR PLC | $1.32亿 | 5.72% | 4,315,162 | -1,965,340 | -31.3% | -$5,990.36万 | 减仓 |
| ICLR | ICON PLC | $1.42亿 | 6.17% | 1,282,838 | 1,282,838 | — | $1.42亿 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $1.54亿 | 6.71% | 9,511,150 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1.68亿 | 7.32% | 87,889 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1.71亿 | 7.44% | 11,445,529 | 5,016,233 | 78.0% | $7,499.27万 | 加仓 |
| CPNG | COUPANG INC | $1.77亿 | 7.69% | 9,363,621 | 9,363,621 | — | $1.77亿 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $2.60亿 | 11.30% | 245,829 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $3.93亿 | 17.10% | 619,010 | -815,162 | -56.8% | -$5.18亿 | 减仓 |