140 Summer Partners LP
New York NY · SEC CIK 0001820788
$14.00亿2026Q2 申报市值
22持仓数
70.0%前十大占比 · 第一大 14.4%
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
VSAT 加仓+$1.20亿
CIFR 新建仓+$4,976.23万
BTDR 加仓+$3,786.26万
NVT 新建仓+$3,509.81万
SGI 加仓+$2,182.90万
2026Q2 卖出最多 按季末市值估算
TMUS 清仓-$8,122.24万
ECHO 清仓-$6,209.79万
PCG 减仓-$4,918.97万
VIK 减仓-$4,912.99万
JBTM 清仓-$4,030.49万
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 |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | $2.02亿 | 14.41% | 2,246,829 | 1,338,859 | 147.5% | $1.20亿 | 加仓 |
| PCG | PG&E CORP 看涨期权 | $1.44亿 | 10.27% | 8,552,200 | 8,552,200 | — | $1.44亿 | 新建仓 |
| MTZ | MASTEC INC | $1.12亿 | 7.97% | 268,168 | -61,052 | -18.5% | -$2,540.13万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $9,782.90万 | 6.99% | 1,302,130 | 6,208 | 0.5% | $46.64万 | 加仓 |
| GLPI | GAMING & LEISURE P | $8,300.05万 | 5.93% | 1,863,923 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $7,803.05万 | 5.57% | 995,287 | 278,431 | 38.8% | $2,182.90万 | 加仓 |
| VST | VISTRA CORP | $7,411.69万 | 5.29% | 467,231 | -15,503 | -3.2% | -$245.92万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $7,119.26万 | 5.08% | 680,162 | -469,379 | -40.8% | -$4,912.99万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $6,027.91万 | 4.30% | 300,464 | -91,858 | -23.4% | -$1,842.86万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $5,821.07万 | 4.16% | 399,305 | -109,261 | -21.5% | -$1,592.81万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $5,056.17万 | 3.61% | 2,851,758 | -442,559 | -13.4% | -$784.66万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $5,007.52万 | 3.58% | 3,155,340 | 2,385,795 | 310.0% | $3,786.26万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $4,976.23万 | 3.55% | 2,031,116 | 2,031,116 | — | $4,976.23万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $4,732.10万 | 3.38% | 2,941,020 | 72,020 | 2.5% | $115.88万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $3,584.91万 | 2.56% | 968,633 | -368,098 | -27.5% | -$1,362.33万 | 减仓 |
| NVT | NVENT ELEC PLC | $3,509.81万 | 2.51% | 206,934 | 206,934 | — | $3,509.81万 | 新建仓 |
| PCG | PG&E CORP | $3,377.94万 | 2.41% | 2,008,289 | -2,924,474 | -59.3% | -$4,918.97万 | 减仓 |
| BOH | BANK HAWAII CORP | $3,177.52万 | 2.27% | 389,927 | -12,538 | -3.1% | -$102.17万 | 减仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $2,337.10万 | 1.67% | 1,298,388 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC 看跌期权 | $2,188.80万 | 1.56% | 800,000 | 800,000 | — | $2,188.80万 | 新建仓 |
| FLS | FLOWSERVE CORP | $2,130.36万 | 1.52% | 287,265 | 287,265 | — | $2,130.36万 | 新建仓 |
| — | BRASKEM SA | $1,959.35万 | 1.40% | 8,030,124 | 8,030,124 | — | $1,959.35万 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,104,000 | -100.0% | -$2.74亿 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -1,362,500 | -100.0% | -$1.25亿 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -386,718 | -100.0% | -$8,122.24万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -530,434 | -100.0% | -$6,209.79万 | 清仓 |
| GSAT | GLOBALSTAR INC 看跌期权 | $0 | 0.00% | 0 | -917,500 | -100.0% | -$6,094.03万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -315,202 | -100.0% | -$4,030.49万 | 清仓 |
| AER | AERCAP HOLDINGS NV 看跌期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$3,429.50万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION 看涨期权 | $0 | 0.00% | 0 | -2,570,000 | -100.0% | -$930.34万 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -2,485,717 | -100.0% | -$323.14万 | 清仓 |