Massar Capital Management, LP
STAMFORD CT · SEC CIK 0002037238
$10.29亿2026Q2 申报市值
265持仓数
67.7%前十大占比 · 第一大 19.5%
152 / 151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
IGV 新建仓+$926.20万
ONTO 新建仓+$619.07万
DOCN 新建仓+$608.52万
VICR 新建仓+$602.63万
LSCC 新建仓+$597.29万
2026Q2 卖出最多 按季末市值估算
JD 减仓-$4,351.11万
QQQ 清仓-$4,351.07万
MELI 减仓-$2,325.59万
KWEB 减仓-$2,267.32万
QURE 减仓-$1,679.88万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| XOP | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1.82亿 | 清仓 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -852,800 | -100.0% | -$6,784.88万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -75,385 | -100.0% | -$4,351.07万 | 清仓 |
| — | ELECTRONIC ARTS INC 看跌期权 | $0 | 0.00% | 0 | -108,900 | -100.0% | -$2,220.14万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -250,000 | -100.0% | -$960.50万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -61,134 | -100.0% | -$814.24万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -140,800 | -100.0% | -$679.50万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -320,000 | -100.0% | -$632.00万 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -650,000 | -100.0% | -$516.10万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 0 | -255,000 | -100.0% | -$506.43万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -280,000 | -100.0% | -$475.16万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -101,038 | -100.0% | -$445.88万 | 清仓 |
| QQQI | NEOS ETF TRUST | $0 | 0.00% | 0 | -83,390 | -100.0% | -$414.36万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -82,483 | -100.0% | -$407.22万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -16,632 | -100.0% | -$343.18万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -168,307 | -100.0% | -$315.91万 | 清仓 |
| KWEB | KRANESHARES TRUST 看涨期权 | $0 | 0.00% | 0 | -105,300 | -100.0% | -$299.37万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -151,210 | -100.0% | -$285.48万 | 清仓 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | -53,880 | -100.0% | -$279.53万 | 清仓 |
| IPI | INTREPID POTASH INC | $0 | 0.00% | 0 | -55,798 | -100.0% | -$238.65万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -29,478 | -100.0% | -$237.47万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -6,200 | -100.0% | -$230.49万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -178,976 | -100.0% | -$230.16万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -84,224 | -100.0% | -$225.64万 | 清仓 |
| MOO | VANECK ETF TRUST | $0 | 0.00% | 0 | -25,267 | -100.0% | -$213.51万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -411,000 | -100.0% | -$213.31万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -26,320 | -100.0% | -$211.59万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -36,453 | -100.0% | -$206.18万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -26,334 | -100.0% | -$198.16万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -87,346 | -100.0% | -$189.02万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -25,360 | -100.0% | -$187.84万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -37,910 | -100.0% | -$185.65万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,091 | -100.0% | -$184.70万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -55,000 | -100.0% | -$171.60万 | 清仓 |
| ASST | STRIVE INC | $0 | 0.00% | 0 | -157,875 | -100.0% | -$158.19万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | -242,500 | -100.0% | -$146.71万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -30,000 | -100.0% | -$140.13万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -1,880 | -100.0% | -$122.26万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -85,000 | -100.0% | -$120.02万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -10,528 | -100.0% | -$101.23万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -31,584 | -100.0% | -$99.74万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$99.32万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$95.94万 | 清仓 |
| CIB | GRUPO CIBEST SA | $0 | 0.00% | 0 | -13,000 | -100.0% | -$94.65万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -19,898 | -100.0% | -$93.50万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -5,308 | -100.0% | -$92.14万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -14,454 | -100.0% | -$88.17万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -7,200 | -100.0% | -$87.93万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -16,702 | -100.0% | -$86.93万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -23,162 | -100.0% | -$86.14万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -40,305 | -100.0% | -$84.80万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -233,648 | -100.0% | -$82.48万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -1,768 | -100.0% | -$81.89万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -34,417 | -100.0% | -$81.53万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -10,528 | -100.0% | -$79.44万 | 清仓 |
| SVIV | SPRING VY ACQUISITION CORP I | $0 | 0.00% | 0 | -77,418 | -100.0% | -$78.66万 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -63,168 | -100.0% | -$74.66万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,538 | -100.0% | -$73.30万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -38,300 | -100.0% | -$65.53万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -4,556 | -100.0% | -$65.05万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -98,000 | -100.0% | -$63.21万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -26,548 | -100.0% | -$58.41万 | 清仓 |
| — | ALPHA TEKNOVA INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$57.80万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -12,799 | -100.0% | -$57.39万 | 清仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $0 | 0.00% | 0 | -202,250 | -100.0% | -$57.24万 | 清仓 |
| — | GRUPO AVAL ACCIONES Y VALORE | $0 | 0.00% | 0 | -130,000 | -100.0% | -$57.20万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -2,315 | -100.0% | -$57.20万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -21,056 | -100.0% | -$54.91万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -15,792 | -100.0% | -$52.92万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -3,974 | -100.0% | -$50.82万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -22,250 | -100.0% | -$50.66万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -2,758 | -100.0% | -$49.64万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -1,858 | -100.0% | -$49.35万 | 清仓 |
| PLAB | PHOTRONICS INC | $0 | 0.00% | 0 | -12,085 | -100.0% | -$48.84万 | 清仓 |
| — | FRONTIER NUCLEAR & MINERALS | $0 | 0.00% | 0 | -167,000 | -100.0% | -$46.93万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -73,300 | -100.0% | -$46.91万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$46.68万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -57,000 | -100.0% | -$46.51万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -54,220 | -100.0% | -$46.09万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -6,580 | -100.0% | -$45.53万 | 清仓 |
| ENVA | ENOVA INTL INC | $0 | 0.00% | 0 | -3,315 | -100.0% | -$45.03万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -2,659 | -100.0% | -$43.82万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -19,371 | -100.0% | -$43.80万 | 清仓 |
| — | GRAVITY CO LTD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$43.37万 | 清仓 |
| — | EXAGEN INC | $0 | 0.00% | 0 | -140,000 | -100.0% | -$42.00万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,834 | -100.0% | -$41.91万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -13,613 | -100.0% | -$41.49万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -3,805 | -100.0% | -$41.15万 | 清仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $0 | 0.00% | 0 | -14,739 | -100.0% | -$41.08万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,548 | -100.0% | -$41.05万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,441 | -100.0% | -$40.89万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -1,737 | -100.0% | -$40.52万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -729 | -100.0% | -$40.02万 | 清仓 |
| EMBJ | EMBRAER S.A. | $0 | 0.00% | 0 | -6,696 | -100.0% | -$39.73万 | 清仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,422 | -100.0% | -$39.14万 | 清仓 |
| IMSR | TERRESTRIAL ENERGY INC | $0 | 0.00% | 0 | -65,000 | -100.0% | -$39.03万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -8,828 | -100.0% | -$38.83万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -650 | -100.0% | -$38.26万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -15,382 | -100.0% | -$38.09万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -4,411 | -100.0% | -$38.01万 | 清仓 |