Highlander Partners, L.P.
DALLAS TX · SEC CIK 0001903866
$2.98亿2026Q2 申报市值
44持仓数
79.4%前十大占比 · 第一大 22.2%
1 / 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
SGI 加仓+$2,473.52万
SUNB 新建仓+$1,122.15万
2026Q2 卖出最多 按季末市值估算
VRT 减仓-$2,209.81万
PSN 减仓-$699.41万
KRE 清仓-$651.50万
FXI 清仓-$21.54万
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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $6,615.01万 | 22.17% | 197,569 | -66,000 | -25.0% | -$2,209.81万 | 减仓 |
| BX | BLACKSTONE INC | $2,807.61万 | 9.41% | 238,600 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,772.55万 | 9.29% | 79,200 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2,583.28万 | 8.66% | 329,500 | 315,500 | 2,253.6% | $2,473.52万 | 加仓 |
| AMZN | AMAZON COM INC | $2,478.74万 | 8.31% | 104,000 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,439.73万 | 4.83% | 122,980 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $1,294.38万 | 4.34% | 30,000 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $1,281.01万 | 4.29% | 52,250 | 0 | 0.0% | — | 不变 |
| TCBI | TEXAS CAP BANCSHARES INC | $1,278.79万 | 4.29% | 123,842 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,122.15万 | 3.76% | 150,000 | 150,000 | — | $1,122.15万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1,104.78万 | 3.70% | 58,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $836.95万 | 2.81% | 87,200 | 0 | 0.0% | — | 不变 |
| DAKT | DAKTRONICS INC | $782.40万 | 2.62% | 400,000 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $641.25万 | 2.15% | 122,400 | -133,500 | -52.2% | -$699.41万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $507.57万 | 1.70% | 81,800 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $406.06万 | 1.36% | 33,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $298.71万 | 1.00% | 4,000 | 0 | 0.0% | — | 不变 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $234.93万 | 0.79% | 85,899 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $210.64万 | 0.71% | 9,900 | 0 | 0.0% | — | 不变 |
| — | SPECTRAL AI INC | $155.70万 | 0.52% | 900,000 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $83.52万 | 0.28% | 33,077 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $80.50万 | 0.27% | 14,291 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $78.62万 | 0.26% | 2,200 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $58.18万 | 0.20% | 6,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.46万 | 0.17% | 14,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.10万 | 0.16% | 1,500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $45.23万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $42.73万 | 0.14% | 1,160 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $42.41万 | 0.14% | 3,300 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $39.17万 | 0.13% | 1,050 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $37.04万 | 0.12% | 2,360 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $36.41万 | 0.12% | 15,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.28万 | 0.12% | 725 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.81万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $32.66万 | 0.11% | 17,080 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $31.97万 | 0.11% | 22,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $30.98万 | 0.10% | 550 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.34万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $26.69万 | 0.09% | 6,100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $25.94万 | 0.09% | 14,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $24.02万 | 0.08% | 700 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $23.43万 | 0.08% | 5,040 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.04万 | 0.07% | 625 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $20.50万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -100,000 | -100.0% | -$651.50万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -6,000 | -100.0% | -$21.54万 | 清仓 |