JANA Partners Management, LP
NEW YORK NY · SEC CIK 0001998597
$19.02亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 25.5%
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
ALKT 加仓+$2,385.17万
LW 加仓+$1,666.75万
MKL 加仓+$280.45万
COO 加仓+$124.22万
RPD 加仓+$5.09万
2026Q2 卖出最多 按季末市值估算
FISV 减仓-$3,794.14万
ENHABIT INC 清仓-$2,945.39万
MRCY 减仓-$1,817.52万
P 减仓-$418.37万
SPY 减仓-$52.27万
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 |
|---|---|---|---|---|---|---|---|---|
| MRCY | MERCURY SYS INC | $4.84亿 | 25.46% | 3,958,849 | -148,575 | -3.6% | -$1,817.52万 | 减仓 |
| COO | COOPER COS INC | $2.57亿 | 13.50% | 3,582,480 | 17,322 | 0.5% | $124.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.56亿 | 13.46% | 342,965 | -700 | -0.2% | -$52.27万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $2.33亿 | 12.25% | 5,394,635 | 386,000 | 7.7% | $1,666.75万 | 加仓 |
| FISV | FISERV INC | $1.80亿 | 9.44% | 3,662,080 | -773,525 | -17.4% | -$3,794.14万 | 减仓 |
| MKL | MARKEL GROUP INC | $1.50亿 | 7.88% | 76,743 | 1,436 | 1.9% | $280.45万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1.22亿 | 6.43% | 6,747,707 | 1,316,319 | 24.2% | $2,385.17万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $8,767.29万 | 4.61% | 4,116,099 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $7,793.88万 | 4.10% | 989,196 | -53,100 | -5.1% | -$418.37万 | 减仓 |
| RPD | RAPID7 INC | $5,467.45万 | 2.87% | 6,749,936 | 6,283 | 0.1% | $5.09万 | 加仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -2,090,412 | -100.0% | -$2,945.39万 | 清仓 |