Buckland Partners Management Co LLC
HARRISON NY · SEC CIK 0002074628
$1.65亿2026Q1 申报市值
91持仓数
41.1%前十大占比 · 第一大 7.9%
8 / 17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
AMCR 新建仓+$201.73万
CENTESSA PHARMAC 新建仓+$119.16万
BX 新建仓+$114.99万
CRM 加仓+$106.40万
KEY 新建仓+$80.20万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$211.63万
PYPL 清仓-$157.63万
GDDY 清仓-$148.90万
SLAB 清仓-$143.77万
CRS 减仓-$118.25万
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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS, INC | $1,308.38万 | 7.94% | 33,000 | -2,500 | -7.0% | -$99.12万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY INC | $1,103.62万 | 6.69% | 28,000 | -3,000 | -9.7% | -$118.25万 | 减仓 |
| WRB | W.R. BERKLEY CORPORATION | $984.26万 | 5.97% | 148,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $771.52万 | 4.68% | 30,400 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY COMPANY | $566.25万 | 3.43% | 125,000 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HOLDINGS INC | $538.54万 | 3.27% | 138,800 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL GROUP, INC | $431.78万 | 2.62% | 72,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES, INC | $379.45万 | 2.30% | 11,927 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANSPORT LTD | $351.35万 | 2.13% | 267,594 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $345.69万 | 2.10% | 15,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP, INC | $338.40万 | 2.05% | 4,000 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN INCORPORATED | $309.01万 | 1.87% | 30,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $286.06万 | 1.74% | 5,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N.V. | $283.98万 | 1.72% | 2,150 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORP. | $281.04万 | 1.70% | 8,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORPORATION | $271.67万 | 1.65% | 45,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $263.24万 | 1.60% | 54,400 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SPORTS CORP | $257.12万 | 1.56% | 8,000 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORPORATION | $256.18万 | 1.55% | 24,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORPORATION | $241.63万 | 1.47% | 14,242 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC ADR | $241.00万 | 1.46% | 50,000 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $214.83万 | 1.30% | 13,400 | 400 | 3.1% | $6.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $205.91万 | 1.25% | 7,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG | $203.22万 | 1.23% | 6,000 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $201.73万 | 1.22% | 50,750 | 50,750 | — | $201.73万 | 新建仓 |
| GOOGL | ALPHABET INC | $201.29万 | 1.22% | 7,000 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $194.30万 | 1.18% | 84,590 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS, INC | $193.45万 | 1.17% | 16,500 | 0 | 0.0% | — | 不变 |
| TKR | THE TIMKEN COMPANY | $191.08万 | 1.16% | 19,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO | $183.15万 | 1.11% | 30,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $178.62万 | 1.08% | 5,175 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $169.52万 | 1.03% | 7,500 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATERIALS INC | $166.60万 | 1.01% | 21,875 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $165.02万 | 1.00% | 143,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA LLC | $158.26万 | 0.96% | 1,812 | 0 | 0.0% | — | 不变 |
| GE | GENERAL ELECTRIC COMPANY | $149.23万 | 0.91% | 5,250 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $148.07万 | 0.90% | 7,932 | 5,700 | 255.4% | $106.40万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE, INC | $140.78万 | 0.85% | 17,100 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $132.39万 | 0.80% | 30,000 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $129.72万 | 0.79% | 60,000 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HOLDINGS INC | $129.46万 | 0.79% | 30,319 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORPORATION | $127.71万 | 0.77% | 3,450 | 50 | 1.5% | $1.85万 | 加仓 |
| ALAB | ASTERA LABS, INC | $120.56万 | 0.73% | 11,000 | 0 | 0.0% | — | 不变 |
| — | CENTESSA PHARMACEUTICALS PLC | $119.16万 | 0.72% | 30,000 | 30,000 | — | $119.16万 | 新建仓 |
| CSCO | CISCO SYSTEMS, INC | $116.39万 | 0.71% | 15,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE GROUP INC | $114.99万 | 0.70% | 10,000 | 10,000 | — | $114.99万 | 新建仓 |
| KKR | KKR & CO. INC | $111.00万 | 0.67% | 12,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $110.33万 | 0.67% | 7,500 | 2,000 | 36.4% | $29.42万 | 加仓 |
| TOL | TOLL BROTHERS, INC | $109.18万 | 0.66% | 8,000 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMPANY | $108.17万 | 0.66% | 11,223 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC (NEW) | $107.18万 | 0.65% | 5,000 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S.A. | $96.98万 | 0.59% | 2,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $92.37万 | 0.56% | 3,800 | 300 | 8.6% | $7.29万 | 加仓 |
| HSIC | HENRY SCHEIN INC | $91.39万 | 0.55% | 12,400 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $88.18万 | 0.53% | 6,680 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK, INC | $83.25万 | 0.50% | 17,000 | -1,000 | -5.6% | -$4.90万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $80.86万 | 0.49% | 19,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $80.20万 | 0.49% | 40,000 | 40,000 | — | $80.20万 | 新建仓 |
| PATH | UIPATH, INC | $77.70万 | 0.47% | 70,000 | -35,000 | -33.3% | -$38.85万 | 减仓 |
| FROG | JFROG LTD | $75.09万 | 0.46% | 16,000 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA, INC | $74.77万 | 0.45% | 9,500 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $73.90万 | 0.45% | 4,900 | 100 | 2.1% | $1.51万 | 加仓 |
| PCTY | PAYLOCITY HOLDING CORPORATION | $72.39万 | 0.44% | 6,700 | 600 | 9.8% | $6.48万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED | $71.07万 | 0.43% | 11,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $66.50万 | 0.40% | 3,500 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $64.31万 | 0.39% | 8,000 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N.V. | $64.31万 | 0.39% | 1,900 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP. | $57.75万 | 0.35% | 21,091 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC | $54.56万 | 0.33% | 14,000 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN, INC | $54.52万 | 0.33% | 11,500 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $54.38万 | 0.33% | 46,360 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $54.37万 | 0.33% | 5,200 | 1,200 | 30.0% | $12.55万 | 加仓 |
| CRWV | COREWEAVE, INC | $51.90万 | 0.31% | 6,700 | 0 | 0.0% | — | 不变 |
| CTO | CTO REALTY GROWTH, INC | $44.38万 | 0.27% | 24,000 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $43.39万 | 0.26% | 48,000 | 48,000 | — | $43.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES, INC | $40.69万 | 0.25% | 2,000 | -500 | -20.0% | -$10.17万 | 减仓 |
| MGNI | MAGNITE, INC | $37.36万 | 0.23% | 31,446 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $34.88万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $30.62万 | 0.19% | 2,000 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG, INC | $29.51万 | 0.18% | 2,500 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HOLDINGS, INC | $28.76万 | 0.17% | 17,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $28.69万 | 0.17% | 1,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $28.13万 | 0.17% | 13,000 | 1,000 | 8.3% | $2.16万 | 加仓 |
| DHI | D.R. HORTON, INC | $27.44万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA, INC | $23.68万 | 0.14% | 11,200 | -19,000 | -62.9% | -$40.17万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $21.91万 | 0.13% | 18,120 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $20.32万 | 0.12% | 1,500 | 1,500 | — | $20.32万 | 新建仓 |
| SAIL | SAILPOINT INC | $15.89万 | 0.10% | 12,000 | 12,000 | — | $15.89万 | 新建仓 |
| AI | C3.AI, INC | $13.47万 | 0.08% | 16,000 | 0 | 0.0% | — | 不变 |
| NAVN | NAVAN, INC. | $13.24万 | 0.08% | 10,000 | 10,000 | — | $13.24万 | 新建仓 |
| MBC | MASTERBRAND INC | $11.63万 | 0.07% | 14,000 | 0 | 0.0% | — | 不变 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -50,750 | -100.0% | -$211.63万 | 清仓 |
| PYPL | PAYPAL HOLDINGS, INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$157.63万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$148.90万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$143.77万 | 清仓 |
| — | CHART INDUSTRIES, INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$103.11万 | 清仓 |
| BHP | BLACKSTONE GROUP INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$92.48万 | 清仓 |
| — | FANNIE MAE COMMON STOCK | $0 | 0.00% | 0 | -80,000 | -100.0% | -$85.84万 | 清仓 |
| — | KEYCORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$82.56万 | 清仓 |
| UAL | UNITED AIRLINES HOLDINGS INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$78.27万 | 清仓 |