LB Partners LLC
CHARLOTTESVILLE VA · SEC CIK 0002007877
$1.12亿2026Q1 申报市值
37持仓数
79.8%前十大占比 · 第一大 21.5%
14 / 2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
SPT 加仓+$509.30万
RELY 加仓+$439.24万
GOGO 加仓+$262.92万
PDD 新建仓+$224.80万
NIQ 加仓+$176.24万
2026Q1 卖出最多 按季末市值估算
TIGO 减仓-$666.97万
IMXI 减仓-$189.60万
THRY 清仓-$151.07万
FRPH 减仓-$146.81万
LIBERTY BROADBAN 减仓-$100.60万
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 |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL INC | $2,396.25万 | 21.48% | 1,529,195 | 280,307 | 22.4% | $439.24万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,278.03万 | 11.46% | 70,056 | 6,000 | 9.4% | $109.46万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,071.64万 | 9.61% | 143,000 | -89,000 | -38.4% | -$666.97万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $907.44万 | 8.14% | 30,000 | -2,000 | -6.2% | -$60.50万 | 减仓 |
| SPT | SPROUT SOCIAL INC | $861.26万 | 7.72% | 1,510,979 | 893,502 | 144.7% | $509.30万 | 加仓 |
| — | OPEN LENDING CORP | $675.11万 | 6.05% | 5,400,841 | 150,000 | 2.9% | $18.75万 | 加仓 |
| GOOGL | ALPHABET INC | $546.36万 | 4.90% | 19,000 | 0 | 0.0% | — | 不变 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $454.46万 | 4.07% | 399,700 | 155,000 | 63.3% | $176.24万 | 加仓 |
| OPFI | OPPFI INC | $385.50万 | 3.46% | 500,000 | 0 | 0.0% | — | 不变 |
| GOGO | GOGO INC | $323.22万 | 2.90% | 804,034 | 654,034 | 436.0% | $262.92万 | 加仓 |
| GOOG | ALPHABET INC | $229.49万 | 2.06% | 8,000 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $224.80万 | 2.02% | 22,000 | 22,000 | — | $224.80万 | 新建仓 |
| AMZN | AMAZON COM INC | $166.62万 | 1.49% | 8,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $158.18万 | 1.42% | 17,100 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $150.66万 | 1.35% | 27,000 | 27,000 | — | $150.66万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $135.14万 | 1.21% | 4,000 | 4,000 | — | $135.14万 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $131.19万 | 1.18% | 30,000 | 30,000 | — | $131.19万 | 新建仓 |
| GTLB | GITLAB INC | $129.84万 | 1.16% | 60,000 | -41,077 | -40.6% | -$88.89万 | 减仓 |
| TBBB | BBB FOODS INC | $123.80万 | 1.11% | 35,000 | 35,000 | — | $123.80万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $104.64万 | 0.94% | 6,000 | 6,000 | — | $104.64万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $90.92万 | 0.82% | 18,075 | -20,000 | -52.5% | -$100.60万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $90.46万 | 0.81% | 20,000 | 20,000 | — | $90.46万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $67.30万 | 0.60% | 10,000 | 10,000 | — | $67.30万 | 新建仓 |
| NOW | SERVICENOW INC | $62.73万 | 0.56% | 6,000 | 6,000 | — | $62.73万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $51.76万 | 0.46% | 14,913 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $50.32万 | 0.45% | 10,000 | 10,000 | — | $50.32万 | 新建仓 |
| SGOL | ETFS GOLD TR | $49.08万 | 0.44% | 11,000 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC | $40.24万 | 0.36% | 10,815 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $36.34万 | 0.33% | 23,000 | -120,000 | -83.9% | -$189.60万 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.90万 | 0.29% | 750 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $28.97万 | 0.26% | 1,400 | 1,400 | — | $28.97万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $23.87万 | 0.21% | 36,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $22.10万 | 0.20% | 3,400 | 3,400 | — | $22.10万 | 新建仓 |
| FRPH | FRP HLDGS INC | $20.97万 | 0.19% | 9,582 | -67,100 | -87.5% | -$146.81万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $15.12万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $11.24万 | 0.10% | 10,000 | 10,000 | — | $11.24万 | 新建仓 |
| CABO | CABLE ONE INC | $7.50万 | 0.07% | 100,000 | 100,000 | — | $7.50万 | 新建仓 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -249,705 | -100.0% | -$151.07万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9.31万 | 清仓 |