Tabor Asset Management, LP
NEW YORK NY · SEC CIK 0001834780
$3.28亿2026Q2 申报市值
47持仓数
47.9%前十大占比 · 第一大 6.7%
17 / 11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
CCL 新建仓+$1,344.25万
ABNB 加仓+$1,164.43万
ONON 新建仓+$707.61万
FIVE 加仓+$681.17万
VSXY 加仓+$582.58万
2026Q2 卖出最多 按季末市值估算
CCL 清仓-$1,008.90万
CHWY 清仓-$1,006.34万
AMZN 减仓-$760.85万
VIK 减仓-$688.59万
ROST 清仓-$576.56万
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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -389,838 | -100.0% | -$1,008.90万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -372,717 | -100.0% | -$1,006.34万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -26,615 | -100.0% | -$576.56万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -59,460 | -100.0% | -$335.65万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -28,573 | -100.0% | -$334.50万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -6,235 | -100.0% | -$325.91万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -18,449 | -100.0% | -$286.85万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -19,367 | -100.0% | -$270.79万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -68,899 | -100.0% | -$246.87万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -26,978 | -100.0% | -$242.99万 | 清仓 |
| EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | -78,826 | -100.0% | -$204.16万 | 清仓 |
| — | LEGALZOOM COM INC 看涨期权 | $122.60万 | 0.37% | 200,000 | 200,000 | — | $122.60万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $174.58万 | 0.53% | 55,021 | 55,021 | — | $174.58万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $181.15万 | 0.55% | 20,245 | 897 | 4.6% | $8.03万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC | $185.73万 | 0.57% | 117,399 | -256,392 | -68.6% | -$405.61万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $192.95万 | 0.59% | 13,568 | 13,568 | — | $192.95万 | 新建仓 |
| RKT | ROCKET COS INC | $230.84万 | 0.70% | 146,563 | -63,099 | -30.1% | -$99.38万 | 重新持有 |
| RDDT | REDDIT INC | $267.71万 | 0.82% | 15,423 | 15,423 | — | $267.71万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $274.01万 | 0.84% | 15,343 | -31,017 | -66.9% | -$553.93万 | 减仓 |
| FOXA | FOX CORP | $275.52万 | 0.84% | 52,822 | 52,822 | — | $275.52万 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $275.95万 | 0.84% | 120,344 | 120,344 | — | $275.95万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $288.68万 | 0.88% | 116,264 | 116,264 | — | $288.68万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $296.53万 | 0.91% | 28,330 | -65,787 | -69.9% | -$688.59万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $302.32万 | 0.92% | 511,532 | 127,301 | 33.1% | $75.23万 | 加仓 |
| MCD | MCDONALDS CORP | $341.62万 | 1.04% | 12,638 | -2,723 | -17.7% | -$73.61万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $346.44万 | 1.06% | 410,479 | 410,479 | — | $346.44万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $355.44万 | 1.09% | 11,194 | -8,162 | -42.2% | -$259.17万 | 减仓 |
| TPR | TAPESTRY INC | $359.54万 | 1.10% | 24,562 | 24,562 | — | $359.54万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $359.89万 | 1.10% | 137,467 | 137,467 | — | $359.89万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $362.22万 | 1.11% | 69,792 | 69,792 | — | $362.22万 | 新建仓 |
| RL | RALPH LAUREN CORP | $371.50万 | 1.13% | 9,255 | 3,621 | 64.3% | $145.35万 | 加仓 |
| EAT | BRINKER INTL INC | $399.20万 | 1.22% | 23,762 | -4,998 | -17.4% | -$83.97万 | 重新持有 |
| AMZN | AMAZON COM INC | $418.86万 | 1.28% | 17,574 | -31,923 | -64.5% | -$760.85万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $443.37万 | 1.35% | 92,735 | 92,735 | — | $443.37万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $450.43万 | 1.38% | 26,032 | 26,032 | — | $450.43万 | 新建仓 |
| AAP | ADVANCE AUTO PARTS INC | $535.93万 | 1.64% | 86,134 | 86,134 | — | $535.93万 | 新建仓 |
| TREX | TREX INC | $539.81万 | 1.65% | 107,875 | 107,875 | — | $539.81万 | 新建仓 |
| CART | MAPLEBEAR INC | $554.33万 | 1.69% | 117,071 | 44,742 | 61.9% | $211.85万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $616.22万 | 1.88% | 44,304 | -18,925 | -29.9% | -$263.23万 | 减仓 |
| ONON | ON HLDG AG | $707.61万 | 2.16% | 199,776 | 199,776 | — | $707.61万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $727.37万 | 2.22% | 44,279 | 15,925 | 56.2% | $261.60万 | 加仓 |
| LZ | LEGALZOOM COM INC | $735.24万 | 2.24% | 1,199,418 | 309,936 | 34.8% | $189.99万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $743.11万 | 2.27% | 128,476 | -35,804 | -21.8% | -$207.09万 | 减仓 |
| SN | SHARKNINJA INC | $878.89万 | 2.68% | 57,719 | 19,277 | 50.1% | $293.53万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $885.92万 | 2.70% | 38,006 | 11,227 | 41.9% | $261.70万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $895.19万 | 2.73% | 126,332 | 37,124 | 41.6% | $263.06万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $904.57万 | 2.76% | 108,358 | 69,787 | 180.9% | $582.58万 | 加仓 |
| AS | AMER SPORTS INC | $1,057.36万 | 3.23% | 312,459 | 71,510 | 29.7% | $241.99万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,060.88万 | 3.24% | 111,507 | 7,409 | 7.1% | $70.49万 | 加仓 |
| BURL | BURLINGTON STORES INC | $1,343.36万 | 4.10% | 42,404 | 8,042 | 23.4% | $254.77万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $1,344.25万 | 4.10% | 470,510 | 470,510 | — | $1,344.25万 | 新建仓 |
| ABNB | AIRBNB INC | $1,347.47万 | 4.11% | 94,163 | 81,372 | 636.2% | $1,164.43万 | 加仓 |
| MHK | MOHAWK INDS INC | $1,367.61万 | 4.18% | 112,718 | 35,764 | 46.5% | $433.92万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,585.58万 | 4.84% | 39,458 | -6,694 | -14.5% | -$268.99万 | 减仓 |
| FIVE | FIVE BELOW INC | $1,713.96万 | 5.23% | 95,331 | 37,887 | 66.0% | $681.17万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,731.39万 | 5.29% | 291,676 | 27,593 | 10.4% | $163.79万 | 加仓 |
| W | WAYFAIR INC | $2,008.10万 | 6.13% | 217,280 | 27,389 | 14.4% | $253.13万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $2,191.06万 | 6.69% | 1,682,838 | 244,292 | 17.0% | $318.07万 | 加仓 |