Pennant Select, LLC
Summit NJ · SEC CIK 0002011563
$2.25亿2026Q2 申报市值
15持仓数
85.8%前十大占比 · 第一大 19.0%
1 / 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
VGNT 新建仓+$724.60万
AIRJOULE TECHNOL 加仓+$54.88万
2026Q2 卖出最多 按季末市值估算
PRM 清仓-$143.44万
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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $4,283.30万 | 19.03% | 422,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,891.06万 | 12.85% | 121,300 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2,521.62万 | 11.20% | 67,600 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $2,387.33万 | 10.61% | 12,000 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1,906.08万 | 8.47% | 33,000 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $1,373.76万 | 6.10% | 795,000 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP | $1,263.45万 | 5.61% | 2,280,601 | 99,069 | 4.5% | $54.88万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $936.99万 | 4.16% | 32,000 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $927.00万 | 4.12% | 125,000 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $825.86万 | 3.67% | 6,200 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $749.43万 | 3.33% | 213,269 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $724.60万 | 3.22% | 172,483 | 172,483 | — | $724.60万 | 新建仓 |
| GOOGL | ALPHABET INC | $718.31万 | 3.19% | 20,100 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $635.59万 | 2.82% | 69,700 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $361.61万 | 1.61% | 10,800 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -58,737 | -100.0% | -$143.44万 | 清仓 |