Madison Avenue Partners, LP
NEW YORK NY · SEC CIK 0001801265
$23.23亿2026Q2 申报市值
25持仓数
77.1%前十大占比 · 第一大 12.1%
7 / 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
INVH 新建仓+$2.52亿
OCTV 新建仓+$6,882.94万
CPNG 加仓+$5,373.54万
STAA 加仓+$4,975.05万
MKL 加仓+$4,772.38万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$13.85亿
ICLR 清仓-$1.42亿
MOH 清仓-$8,449.58万
SUPN 减仓-$5,911.58万
WLY 清仓-$2,584.77万
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 |
|---|---|---|---|---|---|---|---|---|
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,282,838 | -100.0% | -$1.42亿 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -633,877 | -100.0% | -$8,449.58万 | 清仓 |
| WLY | WILEY JOHN & SONS INC | $0 | 0.00% | 0 | -678,417 | -100.0% | -$2,584.77万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -1,321,942 | -100.0% | -$2,489.22万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -1,365,067 | -100.0% | -$1,625.79万 | 清仓 |
| CBC | CENTRAL BANCOMPANY | $0 | 0.00% | 0 | -444,933 | -100.0% | -$1,065.61万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -447,878 | -100.0% | -$597.02万 | 清仓 |
| — | FRANKLIN STR PPTYS CORP | $0 | 0.00% | 0 | -1,080,132 | -100.0% | -$71.77万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -6,152 | -100.0% | -$65.15万 | 清仓 |
| MNRO | MONRO INC | $164.20万 | 0.07% | 95,966 | 95,966 | — | $164.20万 | 新建仓 |
| KROS | KEROS THERAPEUTICS INC | $670.44万 | 0.29% | 626,583 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPRYS INC | $896.88万 | 0.39% | 298,461 | 298,461 | — | $896.88万 | 新建仓 |
| MAGN | MAGNERA CORP | $1,529.93万 | 0.66% | 1,302,066 | -288,550 | -18.1% | -$339.05万 | 减仓 |
| SBGI | SINCLAIR INC | $1,971.44万 | 0.85% | 1,383,470 | -90,014 | -6.1% | -$128.27万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $2,101.79万 | 0.90% | 247,823 | 100 | 0.0% | $8,481 | 加仓 |
| SNDK | SANDISK CORP | $2,205.06万 | 0.95% | 9,698 | -609,312 | -98.4% | -$13.85亿 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $3,675.37万 | 1.58% | 12,374,991 | 0 | 0.0% | — | 不变 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $4,022.91万 | 1.73% | 1,109,463 | 1,109,463 | — | $4,022.91万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $4,579.92万 | 1.97% | 462,058 | 462,058 | — | $4,579.92万 | 新建仓 |
| SANM | SANMINA CORP | $4,766.05万 | 2.05% | 188,322 | 188,322 | — | $4,766.05万 | 新建仓 |
| STGW | STAGWELL INC | $5,954.64万 | 2.56% | 8,014,322 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $6,443.43万 | 2.77% | 1,043,302 | -80,465 | -7.2% | -$496.95万 | 减仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $6,882.94万 | 2.96% | 4,222,663 | 4,222,663 | — | $6,882.94万 | 新建仓 |
| GMED | GLOBUS MED INC | $7,389.14万 | 3.18% | 935,216 | 217,740 | 30.3% | $1,720.36万 | 加仓 |
| LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $1.03亿 | 4.45% | 3,447,807 | 982,628 | 39.9% | $2,945.92万 | 加仓 |
| SUPN | INDIVIOR PLC | $1.18亿 | 5.08% | 2,874,368 | -1,440,794 | -33.4% | -$5,911.58万 | 减仓 |
| STAA | STAAR SURGICAL CO | $1.20亿 | 5.16% | 4,175,748 | 1,734,070 | 71.0% | $4,975.05万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.34亿 | 5.78% | 1,741,221 | -134,515 | -7.2% | -$1,037.78万 | 减仓 |
| — | THERAVANCE BIOPHARMA INC | $1.57亿 | 6.74% | 9,212,252 | -298,898 | -3.1% | -$508.13万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1.90亿 | 8.16% | 10,892,592 | -552,937 | -4.8% | -$962.66万 | 减仓 |
| CPNG | COUPANG INC | $2.16亿 | 9.31% | 12,457,195 | 3,093,574 | 33.0% | $5,373.54万 | 加仓 |
| MKL | MARKEL GROUP INC | $2.19亿 | 9.44% | 112,325 | 24,436 | 27.8% | $4,772.38万 | 加仓 |
| INVH | INVITATION HOMES INC | $2.52亿 | 10.84% | 8,335,309 | 8,335,309 | — | $2.52亿 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $2.81亿 | 12.11% | 246,368 | 539 | 0.2% | $61.52万 | 加仓 |