ELWOOD CAPITAL PARTNERS LP
NEW YORK NY · SEC CIK 0002050159
$2.03亿2026Q2 申报市值
32持仓数
61.8%前十大占比 · 第一大 10.2%
7 / 8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
UNH 加仓+$831.26万
SGI 加仓+$470.40万
AXON 新建仓+$438.12万
PM 加仓+$434.18万
AMAT 新建仓+$423.03万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$591.63万
PLNT 清仓-$371.96万
RTO 减仓-$286.10万
FIVE 清仓-$285.60万
TSM 减仓-$238.79万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$3,251.70万 | 清仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $0 | 0.00% | 0 | -50,008 | -100.0% | -$371.96万 | 清仓 |
| STM | STMICROELECTRONICS N V 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$345.50万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$285.60万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$270.59万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -7,500 | -100.0% | -$223.35万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$40.52万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,734 | -100.0% | -$38.38万 | 清仓 |
| VEEV | VEEVA SYS INC | $113.30万 | 0.56% | 6,384 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $118.12万 | 0.58% | 75,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $138.75万 | 0.68% | 25,000 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $151.70万 | 0.75% | 50,000 | 12,500 | 33.3% | $37.92万 | 加仓 |
| SPGI | S&P GLOBAL INC | $203.63万 | 1.00% | 5,000 | 5,000 | — | $203.63万 | 新建仓 |
| BA | BOEING CO | $270.59万 | 1.33% | 12,500 | 2,500 | 25.0% | $54.12万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $287.19万 | 1.42% | 12,510 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $297.74万 | 1.47% | 12,500 | 12,500 | — | $297.74万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $327.25万 | 1.61% | 125,000 | 50,000 | 66.7% | $130.90万 | 加仓 |
| SHC | SOTERA HEALTH CO | $332.81万 | 1.64% | 187,500 | 187,500 | — | $332.81万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $358.14万 | 1.77% | 125,180 | -100,000 | -44.4% | -$286.10万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $377.77万 | 1.86% | 15,112 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP S P A | $390.00万 | 1.92% | 215,826 | 165,826 | 331.7% | $299.65万 | 加仓 |
| RDDT | REDDIT INC | $393.09万 | 1.94% | 22,646 | 2,500 | 12.4% | $43.40万 | 加仓 |
| META | META PLATFORMS INC | $422.47万 | 2.08% | 7,500 | 1,250 | 20.0% | $70.41万 | 加仓 |
| AMAT | APPLIED MATLS INC | $423.03万 | 2.09% | 5,851 | 5,851 | — | $423.03万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $438.12万 | 2.16% | 7,815 | 7,815 | — | $438.12万 | 新建仓 |
| GOOGL | ALPHABET INC | $446.71万 | 2.20% | 12,500 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $498.50万 | 2.46% | 63,374 | -11,626 | -15.5% | -$91.45万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $502.22万 | 2.48% | 27,761 | 24,000 | 638.1% | $434.18万 | 加仓 |
| STM | STMICROELECTRONICS N V | $599.12万 | 2.95% | 80,000 | -20,000 | -20.0% | -$149.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $652.52万 | 3.22% | 17,493 | -5,250 | -23.1% | -$195.84万 | 减仓 |
| TXN | TEXAS INSTRS INC | $672.39万 | 3.32% | 22,558 | -7,500 | -25.0% | -$223.55万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC 看涨期权 | $858.30万 | 4.23% | 300,000 | 300,000 | — | $858.30万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $955.14万 | 4.71% | 20,000 | -10,000 | -33.3% | -$477.57万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,176.69万 | 5.80% | 150,088 | 60,000 | 66.6% | $470.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,248.05万 | 6.15% | 30,028 | 20,000 | 199.4% | $831.26万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $1,249.90万 | 6.16% | 50,000 | 50,000 | — | $1,249.90万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $1,430.04万 | 7.05% | 60,000 | -25,000 | -29.4% | -$595.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,433.19万 | 7.07% | 30,010 | -5,000 | -14.3% | -$238.79万 | 减仓 |
| AMZN | AMAZON COM INC | $1,437.07万 | 7.09% | 60,295 | -24,823 | -29.2% | -$591.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $2,078.15万 | 10.25% | 50,000 | -50,000 | -50.0% | -$2,078.15万 | 减仓 |