Taproot Management LP
NEW YORK NY · SEC CIK 0002074098
$5.30亿2026Q1 申报市值
180持仓数
16.4%前十大占比 · 第一大 2.1%
96 / 63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
AVALONBAY CMNTYS 加仓+$828.17万
ABBV 新建仓+$784.70万
KO 新建仓+$779.57万
RRX 新建仓+$737.06万
ABT 新建仓+$723.05万
2026Q1 卖出最多 按季末市值估算
BSX 清仓-$1,132.82万
SNY 清仓-$1,019.54万
MDT 清仓-$1,017.00万
FDS 清仓-$990.82万
GEV 清仓-$979.57万
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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -13,561 | -100.0% | -$519.82万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -14,946 | -100.0% | -$517.28万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -43,603 | -100.0% | -$496.11万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -16,055 | -100.0% | -$412.60万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -75,366 | -100.0% | -$406.52万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -18,001 | -100.0% | -$390.84万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -82,262 | -100.0% | -$377.34万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -9,751 | -100.0% | -$329.49万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -113,339 | -100.0% | -$319.73万 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | -87,790 | -100.0% | -$280.40万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -79,536 | -100.0% | -$274.08万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -59,579 | -100.0% | -$266.26万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,657 | -100.0% | -$254.14万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -62,364 | -100.0% | -$252.70万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -86,304 | -100.0% | -$241.74万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -18,433 | -100.0% | -$231.92万 | 清仓 |
| APG | API GROUP CORP | $0 | 0.00% | 0 | -57,561 | -100.0% | -$220.23万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -58,856 | -100.0% | -$217.77万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -17,852 | -100.0% | -$214.81万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -20,533 | -100.0% | -$208.20万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -22,647 | -100.0% | -$192.45万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -563 | -100.0% | -$190.94万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -24,510 | -100.0% | -$189.66万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -19,287 | -100.0% | -$174.93万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -55,092 | -100.0% | -$168.25万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -9,594 | -100.0% | -$166.48万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -3,504 | -100.0% | -$159.53万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -6,306 | -100.0% | -$108.63万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -9,706 | -100.0% | -$100.62万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -9,577 | -100.0% | -$98.33万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -5,890 | -100.0% | -$94.30万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -10,866 | -100.0% | -$92.62万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -86,387 | -100.0% | -$84.05万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -36,526 | -100.0% | -$79.30万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -18,634 | -100.0% | -$74.91万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -2,668 | -100.0% | -$68.51万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -293 | -100.0% | -$49.54万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -131,633 | -100.0% | -$48.97万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -24,120 | -100.0% | -$46.53万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -559 | -100.0% | -$43.15万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -1,921 | -100.0% | -$35.43万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -4,920 | -100.0% | -$35.10万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -9,937 | -100.0% | -$34.70万 | 清仓 |