DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
GREENBRAE CA · SEC CIK 0001854440
$22.26亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 16.4%
0 / 4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
TPG 加仓+$1.65亿
GLBE 加仓+$9,876.75万
FUN 加仓+$6,212.50万
CRM 加仓+$5,786.77万
FOUR 加仓+$4,393.92万
2026Q1 卖出最多 按季末市值估算
LNG 清仓-$1.03亿
FWONK 清仓-$9,450.35万
BX 清仓-$9,236.49万
ONESTREAM INC 清仓-$7,056.83万
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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -530,815 | -100.0% | -$1.03亿 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -959,329 | -100.0% | -$9,450.35万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -599,227 | -100.0% | -$9,236.49万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -3,839,405 | -100.0% | -$7,056.83万 | 清仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $8,835.30万 | 3.97% | 8,098,349 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $9,073.42万 | 4.08% | 2,769,663 | 1,163,853 | 72.5% | $3,812.78万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.54亿 | 6.94% | 8,700,000 | 3,500,000 | 67.3% | $6,212.50万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $1.93亿 | 8.67% | 7,551,884 | 900,000 | 13.5% | $2,298.60万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $2.15亿 | 9.65% | 6,961,820 | 3,201,541 | 85.1% | $9,876.75万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $2.69亿 | 12.07% | 893,006 | 110,000 | 14.0% | $3,309.13万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2.72亿 | 12.23% | 1,350,367 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $2.88亿 | 12.92% | 6,576,509 | 1,004,784 | 18.0% | $4,393.92万 | 加仓 |
| CRM | SALESFORCE INC | $2.92亿 | 13.10% | 1,561,852 | 310,000 | 24.8% | $5,786.77万 | 加仓 |
| TPG | TPG INC | $3.65亿 | 16.38% | 9,000,000 | 4,069,953 | 82.6% | $1.65亿 | 加仓 |