Buckland Partners Management Co LLC
HARRISON NY · SEC CIK 0002074628
$2.04亿2026Q2 申报市值
97持仓数
40.2%前十大占比 · 第一大 8.5%
6 / 4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
XOM 新建仓+$194.72万
PLTR 新建仓+$124.84万
MTDR 新建仓+$99.56万
CVLT 新建仓+$42.52万
CRWD 新建仓+$38.16万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$241.63万
CENTESSA PHARMAC 清仓-$119.16万
HON 减仓-$63.81万
TENB 清仓-$28.76万
AI 清仓-$13.47万
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 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY INC | $1,727.15万 | 8.46% | 28,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS, INC | $1,472.03万 | 7.21% | 33,000 | 0 | 0.0% | — | 不变 |
| WRB | W.R. BERKLEY CORPORATION | $1,056.28万 | 5.17% | 148,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $879.65万 | 4.31% | 30,400 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HOLDINGS INC | $643.89万 | 3.15% | 138,800 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS, INC | $531.32万 | 2.60% | 11,000 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL GROUP, INC | $504.50万 | 2.47% | 72,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES, INC | $473.70万 | 2.32% | 11,927 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANSPORT LTD | $464.28万 | 2.27% | 267,594 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $463.79万 | 2.27% | 13,600 | 200 | 1.5% | $6.82万 | 加仓 |
| ASML | ASML HOLDING N.V. | $427.73万 | 2.09% | 2,150 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $418.89万 | 2.05% | 30,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP, INC | $404.55万 | 1.98% | 4,000 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $403.29万 | 1.98% | 15,000 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $395.12万 | 1.94% | 125,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN INCORPORATED | $381.52万 | 1.87% | 30,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORPORATION | $366.17万 | 1.79% | 45,000 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SPORTS CORP | $321.47万 | 1.57% | 8,000 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS, INC | $296.77万 | 1.45% | 16,500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG | $286.99万 | 1.41% | 6,000 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORP. | $283.62万 | 1.39% | 8,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $281.64万 | 1.38% | 5,000 | 0 | 0.0% | — | 不变 |
| TKR | THE TIMKEN COMPANY | $276.11万 | 1.35% | 19,000 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $271.70万 | 1.33% | 24,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $268.35万 | 1.31% | 50,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $250.16万 | 1.23% | 7,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $229.13万 | 1.12% | 7,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $229.08万 | 1.12% | 54,400 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $220.00万 | 1.08% | 50,750 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $212.98万 | 1.04% | 1,812 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $211.22万 | 1.03% | 84,590 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $198.77万 | 0.97% | 143,000 | 0 | 0.0% | — | 不变 |
| GE | GENERAL ELECTRIC COMPANY | $196.21万 | 0.96% | 5,250 | 0 | 0.0% | — | 不变 |
| XOM | EXXON MOBIL CORPORATION | $194.72万 | 0.95% | 14,242 | 14,242 | — | $194.72万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $193.81万 | 0.95% | 21,875 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS, INC | $176.19万 | 0.86% | 15,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $166.50万 | 0.82% | 30,000 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HOLDINGS INC | $157.36万 | 0.77% | 30,319 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $156.03万 | 0.76% | 9,932 | 2,000 | 25.2% | $31.42万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE, INC | $153.01万 | 0.75% | 17,100 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $151.56万 | 0.74% | 60,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $150.38万 | 0.74% | 5,175 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $145.41万 | 0.71% | 16,000 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK, INC | $136.48万 | 0.67% | 17,000 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS, INC | $131.80万 | 0.65% | 8,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $129.79万 | 0.64% | 5,100 | 200 | 4.1% | $5.09万 | 加仓 |
| OKTA | OKTA, INC | $129.63万 | 0.63% | 9,500 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORPORATION | $128.69万 | 0.63% | 3,450 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $124.84万 | 0.61% | 10,700 | 10,700 | — | $124.84万 | 新建仓 |
| AME | AMETEK INC (NEW) | $120.97万 | 0.59% | 5,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE GROUP INC | $117.67万 | 0.58% | 10,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO. INC | $110.14万 | 0.54% | 12,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $109.91万 | 0.54% | 7,500 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY | $108.86万 | 0.53% | 11,223 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES, INC | $104.56万 | 0.51% | 1,800 | -200 | -10.0% | -$11.62万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $104.11万 | 0.51% | 4,650 | -2,850 | -38.0% | -$63.81万 | 减仓 |
| HSIC | HENRY SCHEIN INC | $103.56万 | 0.51% | 12,400 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED | $100.32万 | 0.49% | 11,000 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $99.56万 | 0.49% | 20,000 | 20,000 | — | $99.56万 | 新建仓 |
| KEY | KEYCORP | $92.20万 | 0.45% | 40,000 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. | $91.83万 | 0.45% | 2,000 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP. | $80.48万 | 0.39% | 21,091 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $77.91万 | 0.38% | 3,800 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $76.86万 | 0.38% | 14,000 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH, INC | $76.09万 | 0.37% | 70,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE, INC | $71.67万 | 0.35% | 7,200 | 500 | 7.5% | $4.98万 | 加仓 |
| RACE | FERRARI N.V. | $70.74万 | 0.35% | 1,900 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HOLDING CORPORATION | $70.04万 | 0.34% | 6,700 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $69.45万 | 0.34% | 6,680 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $69.05万 | 0.34% | 8,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $66.81万 | 0.33% | 3,500 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG, INC | $65.09万 | 0.32% | 2,500 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE, INC | $59.68万 | 0.29% | 31,446 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $59.57万 | 0.29% | 6,000 | 800 | 15.4% | $7.94万 | 加仓 |
| CTO | CTO REALTY GROWTH, INC | $51.62万 | 0.25% | 24,000 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN, INC | $51.08万 | 0.25% | 11,500 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $51.00万 | 0.25% | 46,360 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $50.95万 | 0.25% | 17,000 | -2,000 | -10.5% | -$5.99万 | 减仓 |
| GTLB | GITLAB INC | $48.85万 | 0.24% | 16,000 | 3,000 | 23.1% | $9.16万 | 加仓 |
| ONDS | ONDAS INC | $47.79万 | 0.23% | 58,000 | 10,000 | 20.8% | $8.24万 | 加仓 |
| BE | BLOOM ENERGY CORP | $45.41万 | 0.22% | 1,500 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYSTEMS, INC | $42.52万 | 0.21% | 3,000 | 3,000 | — | $42.52万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $40.02万 | 0.20% | 2,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS, INC | $38.16万 | 0.19% | 500 | 500 | — | $38.16万 | 新建仓 |
| GOOG | ALPHABET INC | $35.33万 | 0.17% | 1,000 | 0 | 0.0% | — | 不变 |
| DHI | D.R. HORTON, INC | $32.58万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $31.96万 | 0.16% | 6,000 | 0 | 0.0% | — | 重新持有 |
| PRGS | PROGRESS SOFTWARE CORP | $23.51万 | 0.12% | 7,000 | 0 | 0.0% | — | 重新持有 |
| NAVN | NAVAN, INC | $22.87万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $22.84万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA, INC | $22.07万 | 0.11% | 12,200 | 1,000 | 8.9% | $1.81万 | 加仓 |
| SAIL | SAILPOINT INC | $21.96万 | 0.11% | 15,000 | 3,000 | 25.0% | $4.39万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $21.82万 | 0.11% | 4,000 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA, INC | $21.03万 | 0.10% | 500 | -200 | -28.6% | -$8.41万 | 重新持有 |
| LBTYA | LIBERTY GLOBAL LTD | $20.60万 | 0.10% | 18,120 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $14.41万 | 0.07% | 14,000 | 0 | 0.0% | — | 不变 |
| BTGO | BITGO HOLDINGS INC | $8.29万 | 0.04% | 16,000 | 16,000 | — | $8.29万 | 新建仓 |
| — | EXXON MOBIL CORPORATION | $0 | 0.00% | 0 | -14,242 | -100.0% | -$241.63万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$119.16万 | 清仓 |
| TENB | TENABLE HOLDINGS, INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$28.76万 | 清仓 |