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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $0 | 0.00% | 0 | -2,321 | -100.0% | -$46.19万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -17,587 | -100.0% | -$45.71万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -619 | -100.0% | -$45.70万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -6,909 | -100.0% | -$45.07万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -5,642 | -100.0% | -$44.41万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -3,390 | -100.0% | -$44.39万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -20,869 | -100.0% | -$43.97万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -18,864 | -100.0% | -$43.95万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$43.72万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$43.24万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -38,886 | -100.0% | -$43.16万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -67,417 | -100.0% | -$43.01万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -10,027 | -100.0% | -$43.01万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -1,052 | -100.0% | -$42.84万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -5,941 | -100.0% | -$42.29万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -6,635 | -100.0% | -$41.97万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -6,410 | -100.0% | -$41.15万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,191 | -100.0% | -$41.11万 | 清仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | -2,000 | -100.0% | -$41.05万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -48,182 | -100.0% | -$40.91万 | 清仓 |
| SHC | SOTERA HEALTH CO | $0 | 0.00% | 0 | -28,363 | -100.0% | -$40.67万 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -3,908 | -100.0% | -$40.50万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,636 | -100.0% | -$40.42万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -11,762 | -100.0% | -$40.16万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,262 | -100.0% | -$40.15万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -9,909 | -100.0% | -$39.97万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,205 | -100.0% | -$39.87万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -3,097 | -100.0% | -$39.55万 | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $0 | 0.00% | 0 | -22,414 | -100.0% | -$39.40万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -22,001 | -100.0% | -$39.34万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -3,263 | -100.0% | -$39.34万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -9,709 | -100.0% | -$39.14万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,904 | -100.0% | -$39.10万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -6,093 | -100.0% | -$38.67万 | 清仓 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | -5,026 | -100.0% | -$38.12万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -7,128 | -100.0% | -$38.03万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -4,078 | -100.0% | -$37.45万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,220 | -100.0% | -$37.31万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -19,948 | -100.0% | -$36.58万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -2,619 | -100.0% | -$36.55万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -7,430 | -100.0% | -$36.38万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -29,122 | -100.0% | -$36.20万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$35.89万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,762 | -100.0% | -$35.88万 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -6,964 | -100.0% | -$35.85万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -6,754 | -100.0% | -$34.91万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -2,539 | -100.0% | -$34.80万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -3,614 | -100.0% | -$34.20万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -2,610 | -100.0% | -$33.42万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -2,588 | -100.0% | -$33.21万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,366 | -100.0% | -$33.20万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -1,603 | -100.0% | -$32.61万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -12,833 | -100.0% | -$32.56万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,145 | -100.0% | -$32.35万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -3,837 | -100.0% | -$31.77万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,370 | -100.0% | -$31.63万 | 清仓 |
| WDFC | WD 40 CO | $0 | 0.00% | 0 | -1,537 | -100.0% | -$31.35万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -6,668 | -100.0% | -$30.05万 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -23,782 | -100.0% | -$29.89万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$29.69万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -14,992 | -100.0% | -$29.17万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -3,411 | -100.0% | -$28.93万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -4,321 | -100.0% | -$27.92万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$27.61万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -7,138 | -100.0% | -$27.52万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$26.78万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -3,513 | -100.0% | -$26.47万 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$26.05万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -5,035 | -100.0% | -$26.02万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -799 | -100.0% | -$25.74万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,337 | -100.0% | -$25.59万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -13,175 | -100.0% | -$25.30万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,536 | -100.0% | -$25.12万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -3,322 | -100.0% | -$24.56万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -655 | -100.0% | -$24.35万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -2,739 | -100.0% | -$24.06万 | 清仓 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -3,035 | -100.0% | -$23.67万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -2,071 | -100.0% | -$23.64万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -15,564 | -100.0% | -$23.27万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -9,000 | -100.0% | -$22.99万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -3,657 | -100.0% | -$22.93万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -7,385 | -100.0% | -$21.69万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -2,551 | -100.0% | -$21.59万 | 清仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $0 | 0.00% | 0 | -6,098 | -100.0% | -$21.46万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -6,443 | -100.0% | -$21.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,134 | -100.0% | -$21.17万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -11,203 | -100.0% | -$21.15万 | 清仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $0 | 0.00% | 0 | -2,075 | -100.0% | -$20.24万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -7,455 | -100.0% | -$20.08万 | 清仓 |
| DHT | DHT HOLDINGS INC | $0 | 0.00% | 0 | -10,442 | -100.0% | -$19.08万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -12,645 | -100.0% | -$17.55万 | 清仓 |
| TMC | TMC THE METALS COMPANY INC | $0 | 0.00% | 0 | -27,963 | -100.0% | -$13.06万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,101 | -100.0% | -$10.82万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -15,001 | -100.0% | -$9.00万 | 清仓 |
| — | NO SECURITIES BENEFICIALLY OWNED | $0 | — | 0 | 0 | — | — | 清仓 |