ALTA FOX CAPITAL MANAGEMENT, LLC
FORT WORTH TX · SEC CIK 0001858353
$3.78亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 22.5%
3 / 7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
XPEL 加仓+$2,131.65万
TOST 新建仓+$1,962.54万
BCO 新建仓+$1,157.55万
CARG 加仓+$1,068.50万
BTSG 加仓+$792.12万
2026Q1 卖出最多 按季末市值估算
REZI 清仓-$4,448.65万
FICO 清仓-$1,996.62万
AMZN 清仓-$1,915.81万
NATL 减仓-$1,699.59万
ARES 清仓-$1,626.00万
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 |
|---|---|---|---|---|---|---|---|---|
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,266,700 | -100.0% | -$4,448.65万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -11,810 | -100.0% | -$1,996.62万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -83,000 | -100.0% | -$1,915.81万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -100,600 | -100.0% | -$1,626.00万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -16,600 | -100.0% | -$1,095.75万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -875,600 | -100.0% | -$994.68万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -18,000 | -100.0% | -$870.52万 | 清仓 |
| IDT | IDT CORP | $476.32万 | 1.26% | 97,010 | 97,010 | — | $476.32万 | 新建仓 |
| TRS | TRIMAS CORP | $803.07万 | 2.13% | 223,448 | -339,927 | -60.3% | -$1,221.70万 | 减仓 |
| BCO | BRINKS CO | $1,157.55万 | 3.06% | 111,700 | 111,700 | — | $1,157.55万 | 新建仓 |
| TOST | TOAST INC | $1,962.54万 | 5.19% | 740,300 | 740,300 | — | $1,962.54万 | 新建仓 |
| CARG | CARGURUS INC | $5,404.91万 | 14.31% | 1,587,346 | 313,802 | 24.6% | $1,068.50万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $6,065.11万 | 16.05% | 1,423,400 | 185,900 | 15.0% | $792.12万 | 加仓 |
| DAKT | DAKTRONICS INC | $6,591.09万 | 17.45% | 3,371,399 | -361,800 | -9.7% | -$707.32万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $6,802.35万 | 18.01% | 1,560,889 | -389,992 | -20.0% | -$1,699.59万 | 减仓 |
| XPEL | XPEL INC | $8,516.77万 | 22.54% | 1,924,258 | 481,620 | 33.4% | $2,131.65万 | 加仓 |