Visualize Group LP
NEW YORK NY · SEC CIK 0001994625
$2.43亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 12.4%
5 / 6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
RBC 新建仓+$2,794.19万
CLH 新建仓+$2,761.21万
RSP 新建仓+$2,251.22万
HLT 新建仓+$1,649.33万
LYV 新建仓+$1,493.41万
2026Q1 卖出最多 按季末市值估算
WCN 清仓-$4,011.52万
ICE 清仓-$3,214.31万
BX 清仓-$3,095.55万
NOW 清仓-$2,127.35万
SPOT 清仓-$1,937.02万
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 |
|---|---|---|---|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -228,759 | -100.0% | -$4,011.52万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -198,463 | -100.0% | -$3,214.31万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -200,827 | -100.0% | -$3,095.55万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -138,870 | -100.0% | -$2,127.35万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -33,356 | -100.0% | -$1,937.02万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -214,388 | -100.0% | -$1,441.54万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,493.41万 | 6.15% | 97,922 | 97,922 | — | $1,493.41万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,649.33万 | 6.79% | 54,240 | 54,240 | — | $1,649.33万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,251.22万 | 9.27% | 117,300 | 117,300 | — | $2,251.22万 | 新建仓 |
| PWR | QUANTA SVCS INC | $2,312.25万 | 9.52% | 42,116 | 596 | 1.4% | $32.72万 | 加仓 |
| HEI/A | HEICO CORP NEW | $2,591.97万 | 10.67% | 122,790 | -18,419 | -13.0% | -$388.81万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,650.20万 | 10.91% | 40,751 | 6,071 | 17.5% | $394.82万 | 加仓 |
| CLH | CLEAN HARBORS INC | $2,761.21万 | 11.37% | 96,300 | 96,300 | — | $2,761.21万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $2,780.06万 | 11.45% | 40,816 | 10,014 | 32.5% | $682.07万 | 加仓 |
| RBC | RBC BEARINGS INC | $2,794.19万 | 11.50% | 51,447 | 51,447 | — | $2,794.19万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $3,006.38万 | 12.38% | 137,265 | 63,500 | 86.1% | $1,390.78万 | 加仓 |