Khrom Capital Management LLC
Miami Beach FL · SEC CIK 0001877963
$11.94亿2026Q2 申报市值
15持仓数
91.3%前十大占比 · 第一大 14.9%
2 / 2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
MDLN 加仓+$6,832.97万
DASH 加仓+$5,182.86万
GXO 加仓+$4,384.20万
HCI 加仓+$1,936.18万
UHS 加仓+$1,425.25万
2026Q2 卖出最多 按季末市值估算
ACHC 减仓-$1.34亿
SNX 减仓-$8,019.99万
LYV 清仓-$5,411.38万
SOLENO THERAPEUT 清仓-$5,060.44万
THC 重新持有-$4,867.09万
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 |
|---|---|---|---|---|---|---|---|---|
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -354,821 | -100.0% | -$5,411.38万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -1,511,481 | -100.0% | -$5,060.44万 | 清仓 |
| ARW | ARROW ELECTRS INC | $439.35万 | 0.37% | 20,587 | 20,587 | — | $439.35万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $1,075.26万 | 0.90% | 61,900 | 61,900 | — | $1,075.26万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,910.61万 | 1.60% | 647,006 | -4,547,619 | -87.5% | -$1.34亿 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $3,004.15万 | 2.52% | 395,023 | -120,000 | -23.3% | -$912.60万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $3,940.20万 | 3.30% | 264,994 | 95,854 | 56.7% | $1,425.25万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $4,566.96万 | 3.83% | 244,118 | -260,161 | -51.6% | -$4,867.09万 | 重新持有 |
| LRN | STRIDE INC | $6,469.43万 | 5.42% | 750,166 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $7,386.59万 | 6.19% | 347,359 | 55,542 | 19.0% | $1,181.10万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $8,114.14万 | 6.80% | 303,514 | -299,992 | -49.7% | -$8,019.99万 | 减仓 |
| MDLN | MEDLINE INC | $9,606.14万 | 8.05% | 2,435,635 | 1,732,498 | 246.4% | $6,832.97万 | 加仓 |
| AMCR | AMCOR PLC | $1.08亿 | 9.02% | 2,484,095 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $1.21亿 | 10.14% | 690,749 | 110,481 | 19.0% | $1,936.18万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $1.45亿 | 12.12% | 2,853,117 | 864,734 | 43.5% | $4,384.20万 | 加仓 |
| DASH | DOORDASH INC | $1.77亿 | 14.83% | 959,268 | 280,868 | 41.4% | $5,182.86万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1.78亿 | 14.91% | 887,221 | 67,395 | 8.2% | $1,352.08万 | 加仓 |