Massar Capital Management, LP
STAMFORD CT · SEC CIK 0002037238
$9.34亿2026Q1 申报市值
246持仓数
55.6%前十大占比 · 第一大 19.5%
108 / 171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
JD 加仓+$4,981.01万
QQQ 加仓+$4,047.24万
KWEB 新建仓+$3,271.08万
MELI 加仓+$2,850.29万
PYPL 加仓+$919.85万
2026Q1 卖出最多 按季末市值估算
BABA 减仓-$3,824.69万
ORCL 清仓-$2,421.89万
XYZ 清仓-$2,287.94万
MSTR 清仓-$1,536.81万
MARA 减仓-$1,285.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNFI | UNITED NAT FOODS INC | $20.01万 | 0.02% | 4,441 | 4,441 | — | $20.01万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $20.09万 | 0.02% | 9,809 | -11,616 | -54.2% | -$23.79万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $20.14万 | 0.02% | 1,441 | 1,441 | — | $20.14万 | 新建仓 |
| INFQ | INFLEQTION INC | $20.66万 | 0.02% | 21,056 | 21,056 | — | $20.66万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $20.66万 | 0.02% | 30,080 | -41,920 | -58.2% | -$28.80万 | 重新持有 |
| LAR | LITHIUM ARGENTINA AG | $20.73万 | 0.02% | 31,036 | 31,036 | — | $20.73万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.00万 | 0.02% | 538 | 538 | — | $21.00万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $21.90万 | 0.02% | 825 | -440 | -34.8% | -$11.68万 | 重新持有 |
| DDOG | DATADOG INC | $22.67万 | 0.02% | 1,920 | -297 | -13.4% | -$3.51万 | 减仓 |
| CHEF | CHEFS WHSE INC | $22.67万 | 0.02% | 3,814 | 3,814 | — | $22.67万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $23.24万 | 0.02% | 3,036 | 3,036 | — | $23.24万 | 新建仓 |
| TWLO | TWILIO INC | $23.26万 | 0.02% | 1,849 | 1,849 | — | $23.26万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $23.29万 | 0.02% | 8,472 | -29,642 | -77.8% | -$81.49万 | 重新持有 |
| AMG | AFFILIATED MANAGERS GROUP | $23.93万 | 0.03% | 865 | -865 | -50.0% | -$23.93万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $24.26万 | 0.03% | 2,806 | 2,806 | — | $24.26万 | 新建仓 |
| NKE | NIKE INC | $24.47万 | 0.03% | 4,632 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $24.49万 | 0.03% | 2,049 | 2,049 | — | $24.49万 | 新建仓 |
| PJT | PJT PARTNERS INC | $25.28万 | 0.03% | 1,809 | 1,809 | — | $25.28万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $25.74万 | 0.03% | 4,369 | -4,369 | -50.0% | -$25.74万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $26.14万 | 0.03% | 5,500 | -6,750 | -55.1% | -$32.08万 | 减仓 |
| AROC | ARCHROCK INC | $26.81万 | 0.03% | 7,703 | 7,703 | — | $26.81万 | 新建仓 |
| CVSA | COVISTA INC | $27.28万 | 0.03% | 2,367 | 2,367 | — | $27.28万 | 新建仓 |
| TAC | TRANSALTA CORP | $27.28万 | 0.03% | 20,826 | -119,912 | -85.2% | -$157.08万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $27.88万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $27.91万 | 0.03% | 5,370 | -5,369 | -50.0% | -$27.91万 | 减仓 |
| HWKN | HAWKINS INC | $28.43万 | 0.03% | 1,851 | 1,851 | — | $28.43万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $28.81万 | 0.03% | 8,486 | 8,486 | — | $28.81万 | 新建仓 |
| LRN | STRIDE INC | $29.16万 | 0.03% | 3,307 | 3,307 | — | $29.16万 | 新建仓 |
| SKYW | SKYWEST INC | $30.12万 | 0.03% | 3,280 | 3,280 | — | $30.12万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $30.27万 | 0.03% | 14,000 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $30.72万 | 0.03% | 7,297 | 7,297 | — | $30.72万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $30.95万 | 0.03% | 8,422 | 8,422 | — | $30.95万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $31.76万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| — | NEURONETICS INC | $32.05万 | 0.03% | 221,000 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $32.05万 | 0.03% | 490,200 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $32.89万 | 0.04% | 2,786 | 2,786 | — | $32.89万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $33.32万 | 0.04% | 10,029 | 10,029 | — | $33.32万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $33.43万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $34.96万 | 0.04% | 4,417 | 4,417 | — | $34.96万 | 新建仓 |
| SBET | SHARPLINK INC | $35.31万 | 0.04% | 54,746 | 54,746 | — | $35.31万 | 新建仓 |
| AS | AMER SPORTS INC | $35.73万 | 0.04% | 10,854 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $36.86万 | 0.04% | 247,357 | 247,357 | — | $36.86万 | 新建仓 |
| DUOL | DUOLINGO INC | $37.19万 | 0.04% | 3,773 | 3,773 | — | $37.19万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $37.20万 | 0.04% | 6,685 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $37.40万 | 0.04% | 220,000 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $37.55万 | 0.04% | 4,656 | 4,656 | — | $37.55万 | 新建仓 |
| GMED | GLOBUS MED INC | $38.01万 | 0.04% | 4,411 | 4,411 | — | $38.01万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $38.09万 | 0.04% | 15,382 | -2,958 | -16.1% | -$7.32万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $38.26万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $38.83万 | 0.04% | 8,828 | 8,828 | — | $38.83万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $38.97万 | 0.04% | 1,358 | -8,742 | -86.6% | -$250.90万 | 减仓 |
| IMSR | TERRESTRIAL ENERGY INC | $39.03万 | 0.04% | 65,000 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $39.14万 | 0.04% | 8,422 | 8,422 | — | $39.14万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $39.73万 | 0.04% | 6,696 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $40.02万 | 0.04% | 729 | -8,576 | -92.2% | -$470.84万 | 减仓 |
| HXL | HEXCEL CORP NEW | $40.08万 | 0.04% | 4,953 | 4,953 | — | $40.08万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $40.52万 | 0.04% | 1,737 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.89万 | 0.04% | 1,441 | 1,441 | — | $40.89万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $41.05万 | 0.04% | 1,548 | 1,548 | — | $41.05万 | 新建仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $41.08万 | 0.04% | 14,739 | 14,739 | — | $41.08万 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP | $41.15万 | 0.04% | 3,805 | 3,805 | — | $41.15万 | 新建仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $41.49万 | 0.04% | 13,613 | 13,613 | — | $41.49万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $41.55万 | 0.04% | 4,453 | 4,453 | — | $41.55万 | 新建仓 |
| TLT | ISHARES TR | $41.91万 | 0.04% | 4,834 | 4,834 | — | $41.91万 | 新建仓 |
| — | EXAGEN INC | $42.00万 | 0.04% | 140,000 | -30,000 | -17.6% | -$9.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.29万 | 0.05% | 2,128 | 2,128 | — | $43.29万 | 新建仓 |
| — | GRAVITY CO LTD | $43.37万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC | $43.80万 | 0.05% | 19,371 | 19,371 | — | $43.80万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $43.82万 | 0.05% | 2,659 | 2,659 | — | $43.82万 | 新建仓 |
| ABCB | AMERIS BANCORP | $44.34万 | 0.05% | 5,685 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $44.55万 | 0.05% | 12,634 | 12,634 | — | $44.55万 | 新建仓 |
| PL | PLANET LABS PBC | $45.02万 | 0.05% | 16,108 | -16,108 | -50.0% | -$45.02万 | 减仓 |
| ENVA | ENOVA INTL INC | $45.03万 | 0.05% | 3,315 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC 看涨期权 | $45.31万 | 0.05% | 31,800 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $45.53万 | 0.05% | 6,580 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $45.61万 | 0.05% | 6,207 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $46.09万 | 0.05% | 54,220 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $46.51万 | 0.05% | 57,000 | -1,575,806 | -96.5% | -$1,285.86万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $46.68万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $46.91万 | 0.05% | 73,300 | 0 | 0.0% | — | 不变 |
| — | FRONTIER NUCLEAR & MINERALS | $46.93万 | 0.05% | 167,000 | 167,000 | — | $46.93万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $48.03万 | 0.05% | 33,150 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $48.84万 | 0.05% | 12,085 | 12,085 | — | $48.84万 | 新建仓 |
| JBL | JABIL INC | $49.35万 | 0.05% | 1,858 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $49.64万 | 0.05% | 2,758 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $50.19万 | 0.05% | 10,475 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $50.66万 | 0.05% | 22,250 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $50.71万 | 0.05% | 3,412 | 3,412 | — | $50.71万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $50.82万 | 0.05% | 3,974 | 3,974 | — | $50.82万 | 新建仓 |
| BAP | CREDICORP LTD | $51.59万 | 0.06% | 1,521 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $52.92万 | 0.06% | 15,792 | 15,792 | — | $52.92万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $54.91万 | 0.06% | 21,056 | -12,127 | -36.5% | -$31.63万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $56.19万 | 0.06% | 1,990 | -7,505 | -79.0% | -$211.92万 | 减仓 |
| VLO | VALERO ENERGY CORP | $57.20万 | 0.06% | 2,315 | 0 | 0.0% | — | 不变 |
| — | GRUPO AVAL ACCIONES Y VALORE | $57.20万 | 0.06% | 130,000 | 0 | 0.0% | — | 不变 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $57.24万 | 0.06% | 202,250 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $57.39万 | 0.06% | 12,799 | 7,447 | 139.1% | $33.39万 | 重新持有 |
| NXE | NEXGEN ENERGY LTD | $57.52万 | 0.06% | 49,582 | -74,217 | -59.9% | -$86.09万 | 减仓 |
| — | ALPHA TEKNOVA INC | $57.80万 | 0.06% | 200,000 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $58.41万 | 0.06% | 26,548 | 26,548 | — | $58.41万 | 新建仓 |