PB INVESTMENT PARTNERS, L.P.
BURLINGAME CA · SEC CIK 0001910391
$1.50亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 25.0%
0 / 1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
NICE 加仓+$732.53万
WLTH 加仓+$253.67万
COF 加仓+$37.26万
2026Q2 卖出最多 按季末市值估算
GLOBAL BUSINESS 清仓-$519.48万
NAVN 减仓-$27.22万
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 |
|---|---|---|---|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | $3,754.41万 | 24.99% | 716,901 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2,711.54万 | 18.05% | 135,158 | 1,857 | 1.4% | $37.26万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,237.14万 | 14.89% | 189,091 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1,815.62万 | 12.09% | 18,882 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $1,219.72万 | 8.12% | 200,052 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $1,128.65万 | 7.51% | 124,232 | 80,631 | 184.9% | $732.53万 | 加仓 |
| NAVN | NAVAN INC | $861.88万 | 5.74% | 376,860 | -11,904 | -3.1% | -$27.22万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $652.13万 | 4.34% | 729,453 | 283,752 | 63.7% | $253.67万 | 加仓 |
| BAC | BANK OF AMER CORP | $642.42万 | 4.28% | 112,745 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -930,961 | -100.0% | -$519.48万 | 清仓 |