Perbak Capital Partners LLP
LONDON X0 · SEC CIK 0001968437
$02026Q2 申报市值
0持仓数
0.0%前十大占比
0 / 295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
本季没有买入
2026Q2 卖出最多 按季末市值估算
XLI 清仓-$7,470.66万
XLY 清仓-$1,690.02万
XLP 清仓-$1,634.76万
OIH 清仓-$1,378.84万
KIE 清仓-$1,148.63万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,892 | -100.0% | -$83.95万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -10,475 | -100.0% | -$83.68万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -3,980 | -100.0% | -$83.21万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -5,968 | -100.0% | -$83.18万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -2,811 | -100.0% | -$82.69万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -5,358 | -100.0% | -$82.35万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -43,681 | -100.0% | -$81.55万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -35,732 | -100.0% | -$81.18万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -12,603 | -100.0% | -$80.75万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -2,341 | -100.0% | -$79.98万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -2,241 | -100.0% | -$79.82万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -2,963 | -100.0% | -$78.82万 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -12,532 | -100.0% | -$77.26万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -111,625 | -100.0% | -$76.69万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -12,236 | -100.0% | -$76.38万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -39,703 | -100.0% | -$76.35万 | 清仓 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | -11,996 | -100.0% | -$75.99万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -4,792 | -100.0% | -$75.88万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -7,660 | -100.0% | -$75.50万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -5,203 | -100.0% | -$75.22万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -55,974 | -100.0% | -$74.45万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -3,788 | -100.0% | -$74.02万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -4,386 | -100.0% | -$74.00万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -64,098 | -100.0% | -$73.97万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -3,164 | -100.0% | -$73.80万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -9,744 | -100.0% | -$73.38万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -7,960 | -100.0% | -$73.33万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -23,654 | -100.0% | -$72.97万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -2,471 | -100.0% | -$72.07万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,728 | -100.0% | -$72.01万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -19,336 | -100.0% | -$71.58万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -3,423 | -100.0% | -$71.23万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -1,043 | -100.0% | -$71.04万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -3,422 | -100.0% | -$70.95万 | 清仓 |
| TFII | TRANSFORCE INC | $0 | 0.00% | 0 | -6,333 | -100.0% | -$68.80万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -51,410 | -100.0% | -$68.43万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -39,992 | -100.0% | -$67.95万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -12,498 | -100.0% | -$67.70万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -11,722 | -100.0% | -$67.50万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -22,886 | -100.0% | -$67.31万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -5,317 | -100.0% | -$67.14万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,396 | -100.0% | -$67.03万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -577 | -100.0% | -$66.87万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -1,369 | -100.0% | -$66.30万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -137,267 | -100.0% | -$65.89万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -9,072 | -100.0% | -$65.74万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -24,465 | -100.0% | -$64.66万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -3,349 | -100.0% | -$64.21万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -42,608 | -100.0% | -$64.12万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -7,101 | -100.0% | -$63.96万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -24,719 | -100.0% | -$62.79万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -10,437 | -100.0% | -$62.59万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,088 | -100.0% | -$62.25万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -1,342 | -100.0% | -$61.86万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -143,515 | -100.0% | -$61.57万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -10,514 | -100.0% | -$61.40万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,008 | -100.0% | -$61.12万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -76,027 | -100.0% | -$61.05万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -3,206 | -100.0% | -$60.83万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -13,071 | -100.0% | -$60.65万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -7,497 | -100.0% | -$60.04万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,116 | -100.0% | -$59.75万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -8,184 | -100.0% | -$59.67万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -3,468 | -100.0% | -$58.97万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -15,683 | -100.0% | -$58.75万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -8,965 | -100.0% | -$56.37万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -3,269 | -100.0% | -$56.25万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -2,885 | -100.0% | -$56.13万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -6,698 | -100.0% | -$56.08万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -26,483 | -100.0% | -$55.99万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -10,991 | -100.0% | -$55.83万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -4,664 | -100.0% | -$55.73万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -6,852 | -100.0% | -$55.08万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -3,177 | -100.0% | -$54.83万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -8,307 | -100.0% | -$54.78万 | 清仓 |
| TXG | 10X GENOMICS INC | $0 | 0.00% | 0 | -25,538 | -100.0% | -$54.22万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$53.89万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$53.69万 | 清仓 |
| KYMR | KYMERA THERAPEUTICS INC | $0 | 0.00% | 0 | -6,443 | -100.0% | -$53.66万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -4,982 | -100.0% | -$53.64万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -29,500 | -100.0% | -$53.60万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,442 | -100.0% | -$53.53万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -6,297 | -100.0% | -$53.46万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -4,395 | -100.0% | -$51.89万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -3,058 | -100.0% | -$51.69万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,344 | -100.0% | -$50.77万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -109,862 | -100.0% | -$50.54万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -14,319 | -100.0% | -$50.29万 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -20,303 | -100.0% | -$50.03万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -23,236 | -100.0% | -$49.89万 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -9,146 | -100.0% | -$49.85万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -5,286 | -100.0% | -$48.74万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -8,570 | -100.0% | -$48.47万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -12,675 | -100.0% | -$48.18万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -43,591 | -100.0% | -$47.95万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -6,901 | -100.0% | -$47.71万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -25,794 | -100.0% | -$47.69万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$46.87万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -3,215 | -100.0% | -$46.50万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,307 | -100.0% | -$46.25万 | 清仓 |