LB Partners LLC
CHARLOTTESVILLE VA · SEC CIK 0002007877
$1.47亿2026Q2 申报市值
34持仓数
80.1%前十大占比 · 第一大 19.4%
3 / 6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
NIQ 加仓+$1,432.86万
TOST 新建仓+$431.21万
FOUR 加仓+$321.02万
LIBERTY BROADBAN 加仓+$305.99万
MU 加仓+$230.86万
2026Q2 卖出最多 按季末市值估算
SPT 减仓-$778.59万
TIGO 减仓-$599.02万
RELY 减仓-$585.34万
OPEN LENDING COR 减仓-$171.05万
FISV 清仓-$150.66万
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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$150.66万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$129.84万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$67.30万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$62.73万 | 清仓 |
| GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | -10,815 | -100.0% | -$40.24万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,400 | -100.0% | -$22.10万 | 清仓 |
| CABO | CABLE ONE INC | $6.75万 | 0.05% | 100,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $11.72万 | 0.08% | 11,164 | 11,164 | — | $11.72万 | 新建仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $12.10万 | 0.08% | 12,000 | 2,000 | 20.0% | $2.02万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $13.97万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.21万 | 0.16% | 1,400 | 0 | 0.0% | — | 不变 |
| FRPH | FRP HLDGS INC | $23.95万 | 0.16% | 9,582 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD | $27.40万 | 0.19% | 36,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $30.54万 | 0.21% | 750 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $33.23万 | 0.23% | 23,000 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $38.77万 | 0.26% | 1,685 | 1,685 | — | $38.77万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $41.32万 | 0.28% | 10,000 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $42.05万 | 0.29% | 11,000 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $44.69万 | 0.30% | 14,913 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $97.16万 | 0.66% | 22,500 | 2,500 | 12.5% | $10.79万 | 加仓 |
| TBBB | BBB FOODS INC | $145.84万 | 0.99% | 35,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $156.94万 | 1.07% | 17,100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $160.07万 | 1.09% | 8,000 | 2,000 | 33.3% | $40.02万 | 加仓 |
| PDD | PDD HOLDINGS INC | $167.82万 | 1.14% | 22,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $190.67万 | 1.30% | 8,000 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $211.75万 | 1.44% | 683,066 | -120,968 | -15.0% | -$37.50万 | 减仓 |
| GOOG | ALPHABET INC | $282.66万 | 1.93% | 8,000 | 0 | 0.0% | — | 不变 |
| SPT | SPROUT SOCIAL INC | $362.20万 | 2.47% | 479,733 | -1,031,246 | -68.3% | -$778.59万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $366.11万 | 2.50% | 110,075 | 92,000 | 509.0% | $305.99万 | 加仓 |
| TOST | TOAST INC | $431.21万 | 2.94% | 155,000 | 155,000 | — | $431.21万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $466.94万 | 3.18% | 96,000 | 66,000 | 220.0% | $321.02万 | 加仓 |
| OPFI | OPPFI INC | $628.07万 | 4.28% | 632,500 | 132,500 | 26.5% | $131.57万 | 加仓 |
| GOOGL | ALPHABET INC | $679.00万 | 4.63% | 19,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $692.57万 | 4.72% | 6,000 | 2,000 | 50.0% | $230.86万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $698.85万 | 4.77% | 77,000 | -66,000 | -46.2% | -$599.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,014.75万 | 6.92% | 30,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1,405.46万 | 9.58% | 70,056 | 0 | 0.0% | — | 不变 |
| — | OPEN LENDING CORP | $1,508.61万 | 10.29% | 4,850,841 | -550,000 | -10.2% | -$171.05万 | 减仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $1,806.58万 | 12.32% | 1,932,168 | 1,532,468 | 383.4% | $1,432.86万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $2,841.59万 | 19.38% | 1,268,000 | -261,195 | -17.1% | -$585.34万 | 减仓 |