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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |