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 |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | $0 | 0.00% | 0 | -4,656 | -100.0% | -$37.55万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -220,000 | -100.0% | -$37.40万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -6,685 | -100.0% | -$37.20万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -3,773 | -100.0% | -$37.19万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -247,357 | -100.0% | -$36.86万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -10,854 | -100.0% | -$35.73万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -4,417 | -100.0% | -$34.96万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$33.43万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -10,029 | -100.0% | -$33.32万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -2,786 | -100.0% | -$32.89万 | 清仓 |
| — | NEURONETICS INC | $0 | 0.00% | 0 | -221,000 | -100.0% | -$32.05万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -8,422 | -100.0% | -$30.95万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -7,297 | -100.0% | -$30.72万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -14,000 | -100.0% | -$30.27万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -3,280 | -100.0% | -$30.12万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -3,307 | -100.0% | -$29.16万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -8,486 | -100.0% | -$28.81万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -1,851 | -100.0% | -$28.43万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -5,370 | -100.0% | -$27.91万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$27.88万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -20,826 | -100.0% | -$27.28万 | 清仓 |
| CVSA | COVISTA INC | $0 | 0.00% | 0 | -2,367 | -100.0% | -$27.28万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -5,500 | -100.0% | -$26.14万 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -4,369 | -100.0% | -$25.74万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -1,809 | -100.0% | -$25.28万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | -2,049 | -100.0% | -$24.49万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,632 | -100.0% | -$24.47万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -2,806 | -100.0% | -$24.26万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -865 | -100.0% | -$23.93万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -8,472 | -100.0% | -$23.29万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -1,849 | -100.0% | -$23.26万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -3,036 | -100.0% | -$23.24万 | 清仓 |
| CHEF | CHEFS WHSE INC | $0 | 0.00% | 0 | -3,814 | -100.0% | -$22.67万 | 清仓 |
| OSIS | OSI SYSTEMS INC | $0 | 0.00% | 0 | -825 | -100.0% | -$21.90万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -538 | -100.0% | -$21.00万 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -31,036 | -100.0% | -$20.73万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -30,080 | -100.0% | -$20.66万 | 清仓 |
| INFQ | INFLEQTION INC | $0 | 0.00% | 0 | -21,056 | -100.0% | -$20.66万 | 清仓 |
| DXPE | DXP ENTERPRISES INC | $0 | 0.00% | 0 | -1,441 | -100.0% | -$20.14万 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -9,809 | -100.0% | -$20.09万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -4,441 | -100.0% | -$20.01万 | 清仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $0 | 0.00% | 0 | -3,055 | -100.0% | -$20.00万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -12,740 | -100.0% | -$18.15万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -14,966 | -100.0% | -$16.54万 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -15,170 | -100.0% | -$13.67万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$12.97万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -29,622 | -100.0% | -$10.10万 | 清仓 |
| UNIT | UNITI GROUP LLC | $0 | 0.00% | 0 | -10,037 | -100.0% | -$9.41万 | 清仓 |
| — | INOTIV INC | $0 | 0.00% | 0 | -342,700 | -100.0% | -$9.34万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -27,095 | -100.0% | -$7.07万 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -14,771 | -100.0% | -$5.94万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $2.03万 | 0.00% | 17,801 | 17,801 | — | $2.03万 | 新建仓 |
| EVGO | EVGO INC | $2.04万 | 0.00% | 10,667 | 10,667 | — | $2.04万 | 新建仓 |
| IVVD | INVIVYD INC | $2.47万 | 0.00% | 28,273 | 28,273 | — | $2.47万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $3.30万 | 0.00% | 12,729 | 12,729 | — | $3.30万 | 新建仓 |
| — | WESTWATER RES INC | $10.06万 | 0.01% | 199,271 | -290,929 | -59.3% | -$14.69万 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $12.47万 | 0.01% | 12,361 | 12,361 | — | $12.47万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $12.48万 | 0.01% | 23,146 | -24,544 | -51.5% | -$13.23万 | 减仓 |
| ASPI | ASP ISOTOPES INC | $12.65万 | 0.01% | 20,334 | -127,042 | -86.2% | -$79.02万 | 减仓 |
| SBET | SHARPLINK INC | $12.75万 | 0.01% | 26,569 | -28,177 | -51.5% | -$13.52万 | 减仓 |
| DGXX | DIGI PWR X INC | $13.14万 | 0.01% | 24,107 | 24,107 | — | $13.14万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $13.60万 | 0.01% | 10,219 | -20,812 | -67.1% | -$27.70万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $15.17万 | 0.01% | 16,156 | -33,426 | -67.4% | -$31.39万 | 减仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $18.64万 | 0.02% | 26,441 | -172,054 | -86.7% | -$121.30万 | 减仓 |
| PRLB | PROTO LABS INC | $20.12万 | 0.02% | 2,469 | 2,469 | — | $20.12万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $20.27万 | 0.02% | 754 | 754 | — | $20.27万 | 新建仓 |
| MWH | SOLV ENERGY INC | $20.34万 | 0.02% | 5,973 | 5,973 | — | $20.34万 | 新建仓 |
| AAPL | APPLE INC | $20.37万 | 0.02% | 704 | 704 | — | $20.37万 | 新建仓 |
| WAB | WABTEC | $20.46万 | 0.02% | 759 | 759 | — | $20.46万 | 新建仓 |
| FN | FABRINET | $20.63万 | 0.02% | 367 | 367 | — | $20.63万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.73万 | 0.02% | 659 | -699 | -51.5% | -$21.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $20.81万 | 0.02% | 1,225 | -1,807 | -59.6% | -$30.70万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.86万 | 0.02% | 1,428 | 1,428 | — | $20.86万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $21.13万 | 0.02% | 8,258 | -98,218 | -92.2% | -$251.34万 | 重新持有 |
| PPTA | PERPETUA RESOURCES CORP | $21.21万 | 0.02% | 10,219 | -10,837 | -51.5% | -$22.50万 | 减仓 |
| TRGP | TARGA RES CORP | $21.29万 | 0.02% | 794 | 794 | — | $21.29万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $21.37万 | 0.02% | 5,730 | 5,730 | — | $21.37万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $21.45万 | 0.02% | 250 | 250 | — | $21.45万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $21.58万 | 0.02% | 2,024 | -3,827 | -65.4% | -$40.80万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $21.61万 | 0.02% | 372 | -1,756 | -82.5% | -$102.01万 | 减仓 |
| HROW | HARROW INC | $21.70万 | 0.02% | 5,110 | -7,524 | -59.6% | -$31.95万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $21.72万 | 0.02% | 19,982 | 19,982 | — | $21.72万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $21.73万 | 0.02% | 7,566 | 7,566 | — | $21.73万 | 新建仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $21.87万 | 0.02% | 4,621 | 4,621 | — | $21.87万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $22.08万 | 0.02% | 2,744 | 2,744 | — | $22.08万 | 新建仓 |
| MS | MORGAN STANLEY | $22.28万 | 0.02% | 1,066 | 1,066 | — | $22.28万 | 新建仓 |
| APH | AMPHENOL CORP | $22.43万 | 0.02% | 1,272 | 1,272 | — | $22.43万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $22.44万 | 0.02% | 2,073 | -13,719 | -86.9% | -$148.52万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.57万 | 0.02% | 1,021 | 1,021 | — | $22.57万 | 新建仓 |
| TE | T1 ENERGY INC | $22.60万 | 0.02% | 23,840 | 23,840 | — | $22.60万 | 新建仓 |
| DY | DYCOM INDS INC | $22.75万 | 0.02% | 450 | 450 | — | $22.75万 | 新建仓 |
| HON | HONEYWELL INTL INC | $22.86万 | 0.02% | 1,021 | -13,038 | -92.7% | -$291.92万 | 减仓 |
| CDZI | CADIZ INC | $22.86万 | 0.02% | 54,701 | -170,911 | -75.8% | -$71.44万 | 减仓 |
| ONDS | ONDAS INC | $24.09万 | 0.02% | 29,231 | 29,231 | — | $24.09万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $24.45万 | 0.02% | 12,298 | -119,302 | -90.7% | -$237.17万 | 重新持有 |
| — | COSAN S A | $24.50万 | 0.02% | 85,068 | -215,104 | -71.7% | -$61.95万 | 减仓 |
| ATI | ATI INC | $24.85万 | 0.02% | 1,261 | 1,261 | — | $24.85万 | 新建仓 |
| MXL | MAXLINEAR INC | $24.90万 | 0.02% | 1,945 | 1,945 | — | $24.90万 | 新建仓 |
| ABCB | AMERIS BANCORP | $24.90万 | 0.02% | 2,759 | -2,926 | -51.5% | -$26.41万 | 减仓 |
| VSTS | VESTIS CORPORATION | $25.20万 | 0.02% | 17,353 | 17,353 | — | $25.20万 | 新建仓 |