Pacific Capital Partners Ltd
LONDON X0 · SEC CIK 0002064920
$1.01亿2026Q1 申报市值
38持仓数
58.2%前十大占比 · 第一大 11.3%
29 / 27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
PGR 新建仓+$689.56万
BRK/A 加仓+$646.33万
AMD 新建仓+$466.38万
NVDA 新建仓+$439.49万
AZO 加仓+$417.83万
2026Q1 卖出最多 按季末市值估算
DHR 清仓-$623.81万
CRH 清仓-$546.00万
AVTR 清仓-$486.50万
AER 清仓-$470.81万
EPAM 清仓-$414.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -27,250 | -100.0% | -$623.81万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -43,750 | -100.0% | -$546.00万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -424,520 | -100.0% | -$486.50万 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -32,750 | -100.0% | -$470.81万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -20,250 | -100.0% | -$414.88万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -11,750 | -100.0% | -$387.88万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -94,750 | -100.0% | -$366.11万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -14,750 | -100.0% | -$345.86万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$345.78万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -50,500 | -100.0% | -$294.82万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -17,500 | -100.0% | -$253.33万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -17,750 | -100.0% | -$253.24万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -43,750 | -100.0% | -$220.72万 | 清仓 |
| CWST | CASELLA WASTE SYS INC | $0 | 0.00% | 0 | -20,750 | -100.0% | -$203.23万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -32,500 | -100.0% | -$179.43万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -19,250 | -100.0% | -$151.96万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -10,750 | -100.0% | -$137.04万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -9,750 | -100.0% | -$103.66万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -12,500 | -100.0% | -$100.95万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -37,500 | -100.0% | -$96.15万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$75.58万 | 清仓 |
| LAB | STANDARD BIOTOOLS INC | $0 | 0.00% | 0 | -475,000 | -100.0% | -$60.80万 | 清仓 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | -27,500 | -100.0% | -$52.61万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$46.98万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -9,500 | -100.0% | -$38.57万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -5,000 | -100.0% | -$30.84万 | 清仓 |
| CNNE | CANNAE HLDGS INC | $0 | 0.00% | 0 | -12,500 | -100.0% | -$19.66万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $43.20万 | 0.43% | 5,081 | 5,081 | — | $43.20万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $69.66万 | 0.69% | 20,646 | 20,646 | — | $69.66万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $69.79万 | 0.69% | 17,300 | 17,300 | — | $69.79万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $74.21万 | 0.73% | 4,300 | 4,300 | — | $74.21万 | 新建仓 |
| INTC | INTEL CORP | $78.55万 | 0.78% | 17,800 | 17,800 | — | $78.55万 | 新建仓 |
| META | META PLATFORMS INC | $98.41万 | 0.97% | 1,720 | 1,720 | — | $98.41万 | 新建仓 |
| INTU | INTUIT | $100.83万 | 0.99% | 2,332 | 2,332 | — | $100.83万 | 新建仓 |
| LLY | ELI LILLY & CO | $101.82万 | 1.00% | 1,107 | 1,107 | — | $101.82万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $103.36万 | 1.02% | 9,000 | 9,000 | — | $103.36万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $114.72万 | 1.13% | 3,900 | 3,900 | — | $114.72万 | 新建仓 |
| ITT | ITT INC | $124.78万 | 1.23% | 6,549 | 6,549 | — | $124.78万 | 新建仓 |
| GOOG | ALPHABET INC | $126.22万 | 1.25% | 4,400 | 4,400 | — | $126.22万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $135.50万 | 1.34% | 20,751 | 20,751 | — | $135.50万 | 新建仓 |
| MSFT | MICROSOFT CORP | $139.44万 | 1.38% | 3,767 | 3,767 | — | $139.44万 | 新建仓 |
| SAP | SAP SE | $142.10万 | 1.40% | 8,300 | 8,300 | — | $142.10万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $143.09万 | 1.41% | 2,986 | 132 | 4.6% | $6.33万 | 加仓 |
| TDW | TIDEWATER INC NEW | $143.20万 | 1.41% | 17,140 | 4,640 | 37.1% | $38.77万 | 加仓 |
| KLAC | KLA CORP | $163.88万 | 1.62% | 1,113 | 1,113 | — | $163.88万 | 新建仓 |
| AMZN | AMAZON COM INC | $166.76万 | 1.65% | 8,007 | 8,007 | — | $166.76万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $173.45万 | 1.71% | 25,861 | 25,861 | — | $173.45万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $179.54万 | 1.77% | 8,290 | 8,290 | — | $179.54万 | 新建仓 |
| WAT | WATERS CORP | $182.88万 | 1.80% | 6,141 | 6,141 | — | $182.88万 | 新建仓 |
| COO | COOPER COS INC | $188.83万 | 1.86% | 26,410 | 26,410 | — | $188.83万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $193.52万 | 1.91% | 12,689 | 12,689 | — | $193.52万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $260.23万 | 2.57% | 16,551 | -20,949 | -55.9% | -$329.38万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $286.54万 | 2.83% | 24,407 | 24,407 | — | $286.54万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $292.07万 | 2.88% | 110,464 | 59,931 | 118.6% | $158.46万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $343.14万 | 3.39% | 15,895 | 15,895 | — | $343.14万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $346.01万 | 3.41% | 120,520 | 120,520 | — | $346.01万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $375.97万 | 3.71% | 11,000 | 11,000 | — | $375.97万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $439.49万 | 4.34% | 25,200 | 25,200 | — | $439.49万 | 新建仓 |
| UNP | UNION PAC CORP | $458.14万 | 4.52% | 18,883 | -6,637 | -26.0% | -$161.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $466.38万 | 4.60% | 22,926 | 22,926 | — | $466.38万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $628.35万 | 6.20% | 47,394 | 25,713 | 118.6% | $340.90万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $630.08万 | 6.22% | 67,044 | 36,374 | 118.6% | $341.84万 | 加仓 |
| PGR | PROGRESSIVE CORP | $689.56万 | 6.80% | 34,784 | 34,784 | — | $689.56万 | 新建仓 |
| AZO | AUTOZONE INC | $712.04万 | 7.03% | 2,108 | 1,237 | 142.0% | $417.83万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,149.02万 | 11.34% | 16 | 9 | 128.6% | $646.33万 | 加仓 |