PB INVESTMENT PARTNERS, L.P.
BURLINGAME CA · SEC CIK 0001910391
$1.27亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 22.1%
2 / 1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
NAVN 新建仓+$514.72万
BLK 加仓+$448.25万
WLTH 新建仓+$412.27万
APO 加仓+$282.62万
NICE 加仓+$140.13万
2026Q1 卖出最多 按季末市值估算
BAC 减仓-$1,021.80万
OMF 减仓-$504.78万
COF 减仓-$382.34万
PGR 清仓-$154.35万
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 |
|---|---|---|---|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | $2,804.52万 | 22.07% | 716,901 | 16,069 | 2.3% | $62.86万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,431.81万 | 19.14% | 133,301 | -20,958 | -13.6% | -$382.34万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,106.85万 | 16.58% | 189,091 | 25,365 | 15.5% | $282.62万 | 加仓 |
| BLK | BLACKROCK INC | $1,815.90万 | 14.29% | 18,882 | 4,661 | 32.8% | $448.25万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $1,070.08万 | 8.42% | 200,052 | -94,369 | -32.1% | -$504.78万 | 减仓 |
| BAC | BANK AMERICA CORP | $549.63万 | 4.33% | 112,745 | -209,600 | -65.0% | -$1,021.80万 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $519.48万 | 4.09% | 930,961 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN INC | $514.72万 | 4.05% | 388,764 | 388,764 | — | $514.72万 | 新建仓 |
| NICE | NICE LTD | $480.74万 | 3.78% | 43,601 | 12,709 | 41.1% | $140.13万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $412.27万 | 3.24% | 445,701 | 445,701 | — | $412.27万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -6,778 | -100.0% | -$154.35万 | 清仓 |