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 |
|---|---|---|---|---|---|---|---|---|
| SBXDF | SILVERBOX CORP IV | $102.26万 | 0.10% | 94,600 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $98.93万 | 0.10% | 5,222 | 5,222 | — | $98.93万 | 新建仓 |
| ROG | ROGERS CORP | $92.83万 | 0.09% | 5,670 | 5,670 | — | $92.83万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $92.42万 | 0.09% | 4,469 | 4,469 | — | $92.42万 | 新建仓 |
| UPRO | PROSHARES TR | $90.56万 | 0.09% | 6,387 | 6,387 | — | $90.56万 | 新建仓 |
| CLPT | CLEARPOINT NEURO INC | $89.70万 | 0.09% | 50,278 | -156,692 | -75.7% | -$279.54万 | 减仓 |
| CNO | CNO FINL GROUP INC | $88.44万 | 0.09% | 17,348 | 17,348 | — | $88.44万 | 新建仓 |
| SE | SEA LTD | $88.13万 | 0.09% | 9,197 | -9,753 | -51.5% | -$93.46万 | 减仓 |
| BEAG | BOLD EAGLE ACQUISITION CORP | $87.31万 | 0.08% | 81,752 | 1,752 | 2.2% | $1.87万 | 加仓 |
| CDP | COPT DEFENSE PROPERTIES | $84.46万 | 0.08% | 23,209 | 23,209 | — | $84.46万 | 新建仓 |
| VCYT | VERACYTE INC | $83.10万 | 0.08% | 14,149 | 14,149 | — | $83.10万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $80.88万 | 0.08% | 11,426 | 11,426 | — | $80.88万 | 新建仓 |
| — | RENATUS TACTICAL ACQUIS | $79.20万 | 0.08% | 73,000 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $78.49万 | 0.08% | 14,006 | 14,006 | — | $78.49万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $77.86万 | 0.08% | 9,206 | 9,206 | — | $77.86万 | 新建仓 |
| KN | KNOWLES CORP | $74.37万 | 0.07% | 17,928 | 17,928 | — | $74.37万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $73.74万 | 0.07% | 10,219 | -10,837 | -51.5% | -$78.20万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $73.18万 | 0.07% | 16,804 | 16,804 | — | $73.18万 | 新建仓 |
| CRK | COMSTOCK RES INC | $73.11万 | 0.07% | 48,999 | -127,871 | -72.3% | -$190.78万 | 减仓 |
| ENS | ENERSYS | $73.02万 | 0.07% | 3,123 | 3,123 | — | $73.02万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $71.92万 | 0.07% | 7,709 | 7,709 | — | $71.92万 | 新建仓 |
| ECH | ISHARES INC | $71.84万 | 0.07% | 18,095 | -73,603 | -80.3% | -$292.20万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $70.66万 | 0.07% | 15,889 | 15,889 | — | $70.66万 | 新建仓 |
| ERO | ERO COPPER CORP | $69.99万 | 0.07% | 26,164 | -137,967 | -84.1% | -$369.06万 | 减仓 |
| DLO | DLOCAL LTD | $69.05万 | 0.07% | 53,139 | -56,353 | -51.5% | -$73.23万 | 减仓 |
| NOK | NOKIA CORP | $67.42万 | 0.07% | 50,766 | 50,766 | — | $67.42万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $66.34万 | 0.06% | 15,939 | 15,939 | — | $66.34万 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $65.05万 | 0.06% | 9,082 | 9,082 | — | $65.05万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $64.61万 | 0.06% | 1,220 | -310 | -20.3% | -$16.42万 | 重新持有 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $64.29万 | 0.06% | 72,810 | 1,560 | 2.2% | $1.38万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $63.75万 | 0.06% | 1,635 | 1,635 | — | $63.75万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $62.90万 | 0.06% | 2,516 | -16,406 | -86.7% | -$410.12万 | 减仓 |
| ACMR | ACM RESH INC | $62.84万 | 0.06% | 4,952 | -49,183 | -90.9% | -$624.08万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $62.56万 | 0.06% | 542 | -3,778 | -87.5% | -$436.09万 | 重新持有 |
| RDDT | REDDIT INC | $61.52万 | 0.06% | 3,544 | -1,720 | -32.7% | -$29.86万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $61.18万 | 0.06% | 4,185 | 503 | 13.7% | $7.35万 | 加仓 |
| ATEN | A10 NETWORKS INC | $61.03万 | 0.06% | 16,336 | 16,336 | — | $61.03万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $59.68万 | 0.06% | 40,876 | -127,572 | -75.7% | -$186.26万 | 减仓 |
| XBI | SPDR SERIES TRUST | $59.03万 | 0.06% | 3,730 | 3,730 | — | $59.03万 | 新建仓 |
| ZTS | ZOETIS INC | $58.75万 | 0.06% | 8,175 | 8,175 | — | $58.75万 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $58.59万 | 0.06% | 17,897 | 17,897 | — | $58.59万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $58.40万 | 0.06% | 6,773 | -7,183 | -51.5% | -$61.94万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $56.60万 | 0.06% | 33,673 | 33,673 | — | $56.60万 | 新建仓 |
| QCOM | QUALCOMM INC | $55.25万 | 0.05% | 2,990 | -3,227 | -51.9% | -$59.63万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $54.17万 | 0.05% | 9,270 | -30,736 | -76.8% | -$179.62万 | 减仓 |
| FISV | FISERV INC | $53.95万 | 0.05% | 11,000 | -46,861 | -81.0% | -$229.85万 | 重新持有 |
| RKLB | ROCKET LAB CORP | $52.49万 | 0.05% | 5,164 | 5,164 | — | $52.49万 | 新建仓 |
| — | SPROTT FDS TR | $51.89万 | 0.05% | 40,876 | -123,781 | -75.2% | -$157.13万 | 减仓 |
| ADBE | ADOBE INC | $51.46万 | 0.05% | 2,510 | 2,510 | — | $51.46万 | 新建仓 |
| RKT | ROCKET COS INC 看涨期权 | $51.19万 | 0.05% | 32,500 | 700 | 2.2% | $1.10万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $49.86万 | 0.05% | 46,554 | 46,554 | — | $49.86万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $49.29万 | 0.05% | 23,845 | -13,122 | -35.5% | -$27.12万 | 重新持有 |
| LLY | ELI LILLY & CO | $49.06万 | 0.05% | 409 | -12 | -2.9% | -$1.44万 | 重新持有 |
| SONY | SONY GROUP CORP | $48.96万 | 0.05% | 24,409 | 24,409 | — | $48.96万 | 新建仓 |
| NEO | NEOGENOMICS INC | $48.79万 | 0.05% | 33,438 | 33,438 | — | $48.79万 | 新建仓 |
| GEV | GE VERNOVA INC | $48.76万 | 0.05% | 415 | -1,976 | -82.6% | -$232.15万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $48.08万 | 0.05% | 1,741 | 1,741 | — | $48.08万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $46.53万 | 0.05% | 2,541 | 2,541 | — | $46.53万 | 新建仓 |
| OII | OCEANEERING INTL INC | $46.27万 | 0.04% | 11,420 | 11,420 | — | $46.27万 | 新建仓 |
| LAUR | LAUREATE ED INC | $46.02万 | 0.04% | 12,671 | 12,671 | — | $46.02万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $45.35万 | 0.04% | 1,922 | -8,290 | -81.2% | -$195.61万 | 减仓 |
| UUUU | ENERGY FUELS INC | $45.06万 | 0.04% | 31,079 | -160,941 | -83.8% | -$233.36万 | 减仓 |
| CURB | CURBLINE PPTYS CORP | $44.93万 | 0.04% | 14,778 | 14,778 | — | $44.93万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $44.56万 | 0.04% | 5,623 | -17,539 | -75.7% | -$138.98万 | 减仓 |
| EWY | ISHARES INC | $44.42万 | 0.04% | 2,200 | 2,200 | — | $44.42万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $43.67万 | 0.04% | 22,501 | 22,501 | — | $43.67万 | 新建仓 |
| GOOGL | ALPHABET INC | $42.85万 | 0.04% | 1,199 | -9,858 | -89.2% | -$352.30万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $42.75万 | 0.04% | 35,100 | 35,100 | — | $42.75万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $42.52万 | 0.04% | 6,401 | 6,401 | — | $42.52万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $41.84万 | 0.04% | 655 | 655 | — | $41.84万 | 新建仓 |
| MSCI | MSCI INC | $40.71万 | 0.04% | 727 | 727 | — | $40.71万 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $39.45万 | 0.04% | 13,259 | 13,259 | — | $39.45万 | 新建仓 |
| AEHR | AEHR TEST SYS | $39.07万 | 0.04% | 4,067 | 4,067 | — | $39.07万 | 新建仓 |
| TNA | DIREXION SHARES ETF TRUST | $38.59万 | 0.04% | 5,138 | 5,138 | — | $38.59万 | 新建仓 |
| MSFT | MICROSOFT CORP | $38.35万 | 0.04% | 1,028 | -12,155 | -92.2% | -$453.41万 | 减仓 |
| DIS | DISNEY WALT CO | $36.98万 | 0.04% | 3,842 | -25,005 | -86.7% | -$240.67万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $36.76万 | 0.04% | 20,500 | 500 | 2.5% | $8,965 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $36.20万 | 0.04% | 3,062 | 3,062 | — | $36.20万 | 新建仓 |
| CENX | CENTURY ALUM CO | $36.01万 | 0.04% | 7,827 | 7,827 | — | $36.01万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $35.81万 | 0.03% | 7,995 | -52,015 | -86.7% | -$232.98万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $35.71万 | 0.03% | 12,498 | 12,498 | — | $35.71万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $35.50万 | 0.03% | 3,540 | -33,308 | -90.4% | -$334.01万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $35.16万 | 0.03% | 12,007 | 12,007 | — | $35.16万 | 新建仓 |
| GLW | CORNING INC | $35.15万 | 0.03% | 1,376 | -24,566 | -94.7% | -$627.49万 | 重新持有 |
| ACH | ACCENDRA HEALTH INC | $34.95万 | 0.03% | 102,190 | -318,930 | -75.7% | -$109.07万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $34.08万 | 0.03% | 8,414 | 8,414 | — | $34.08万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $33.82万 | 0.03% | 966 | -1,024 | -51.5% | -$35.85万 | 减仓 |
| MDA | MDA SPACE LTD | $33.68万 | 0.03% | 8,160 | 8,160 | — | $33.68万 | 新建仓 |
| COCO | VITA COCO CO INC | $33.63万 | 0.03% | 5,084 | -5,391 | -51.5% | -$35.66万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $32.86万 | 0.03% | 864 | 864 | — | $32.86万 | 新建仓 |
| IREN | IREN LIMITED | $32.83万 | 0.03% | 7,178 | 7,178 | — | $32.83万 | 新建仓 |
| TRMD | TORM PLC | $32.80万 | 0.03% | 12,585 | 12,585 | — | $32.80万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $32.76万 | 0.03% | 756 | 756 | — | $32.76万 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC | $32.35万 | 0.03% | 15,891 | 15,891 | — | $32.35万 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $32.01万 | 0.03% | 6,387 | -19,933 | -75.7% | -$99.90万 | 减仓 |
| COHR | COHERENT CORP | $31.60万 | 0.03% | 801 | 801 | — | $31.60万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $31.55万 | 0.03% | 3,014 | -3,193 | -51.4% | -$33.42万 | 减仓 |
| TER | TERADYNE INC | $30.87万 | 0.03% | 638 | 638 | — | $30.87万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $30.70万 | 0.03% | 1,129 | 1,129 | — | $30.70万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.30万 | 0.03% | 475 | 475 | — | $29.30万 | 新建仓 |