13F 机构持仓

KR Capital LP

NEW YORK CITY NY · SEC CIK 0002103364

2026Q22026Q1 更早 9 个季度 🔒
$4.99亿2026Q1 申报市值
49持仓数
51.5%前十大占比 · 第一大 10.1%
0 / 0新建仓 / 清仓
申报市值走势$10.09亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ARMK 10.1%
PFGC 8.0%
LTH 6.6%
V 5.3%
NFLX 4.1%
EQIX 3.8%
ROST 3.7%
AMZN 3.5%
PRIM 3.4%
DY 3.1%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
TH TARGET HOSPITALITY CORP $127.78万0.26%137,691 —— — —
SMTC SEMTECH CORP $144.94万0.29%18,850 —— — —
VNET VNET GROUP INC $164.22万0.33%195,728 —— — —
PTRN PATTERN GROUP INC $179.03万0.36%144,028 —— — —
ASX ASE TECHNOLOGY HLDG CO LTD $181.86万0.36%83,883 —— — —
CDW CDW CORP $203.47万0.41%16,813 —— — —
WDC WESTERN DIGITAL CORP $216.74万0.43%8,013 —— — —
NTNX NUTANIX INC $242.38万0.49%63,768 —— — —
NOK NOKIA CORP $242.95万0.49%302,177 —— — —
DLR DIGITAL RLTY TR INC $307.08万0.62%17,040 —— — —
COHR COHERENT CORP $307.17万0.62%12,895 —— — —
MWH SOLV ENERGY INC $311.03万0.62%103,573 —— — —
AVGO BROADCOM INC $348.97万0.70%11,275 —— — —
HUBS HUBSPOT INC $396.78万0.80%16,255 —— — —
SHLS SHOALS TECHNOLOGIES GROUP IN $481.70万0.97%732,064 —— — —
VRSN VERISIGN INC $497.37万1.00%20,026 —— — —
USFD US FOODS HLDG CORP $498.38万1.00%54,048 —— — —
LPLA LPL FINL HLDGS INC $501.06万1.00%16,656 —— — —
NVDA NVIDIA CORPORATION $504.05万1.01%28,902 —— — —
SHOP SHOPIFY INC $550.69万1.10%46,425 —— — —
CVNA CARVANA CO $560.13万1.12%17,817 —— — —
AMD ADVANCED MICRO DEVICES INC $573.12万1.15%28,173 —— — —
ASML ASML HLDG NV $574.43万1.15%4,349 —— — —
U UNITY SOFTWARE INC $588.73万1.18%268,336 —— — —
DDOG DATADOG INC $626.47万1.26%53,068 —— — —
BE BLOOM ENERGY CORP $723.84万1.45%53,424 —— — —
AMAT APPLIED MATLS INC $743.63万1.49%21,757 —— — —
SPGI S&P GLOBAL INC $763.27万1.53%17,945 —— — —
DHT DHT HOLDINGS INC $784.12万1.57%429,185 —— — —
MKSI MKS INC. $845.84万1.70%36,806 —— — —
LITE LUMENTUM HLDGS INC $853.85万1.71%12,150 —— — —
KNX KNIGHT-SWIFT TRANSN HLDGS IN $1,027.85万2.06%178,508 —— — —
META META PLATFORMS INC $1,054.26万2.11%18,427 —— — —
FDX FEDEX CORP $1,169.45万2.34%32,833 —— — —
APH AMPHENOL CORP $1,242.51万2.49%98,339 —— — —
VEEV VEEVA SYS INC $1,296.32万2.60%73,797 —— — —
INTU INTUIT $1,429.49万2.87%33,061 —— — —
BKR BAKER HUGHES COMPANY $1,453.34万2.91%238,057 —— — —
SLB SLB LIMITED $1,474.61万2.96%286,944 —— — —
DY DYCOM INDS INC $1,522.01万3.05%44,921 —— — —
PRIM PRIMORIS SVCS CORP $1,681.54万3.37%117,557 —— — —
AMZN AMAZON COM INC $1,753.95万3.52%84,215 —— — —
ROST ROSS STORES INC $1,854.92万3.72%85,626 —— — —
EQIX EQUINIX INC $1,886.96万3.78%19,250 —— — —
NFLX NETFLIX INC. $2,045.96万4.10%212,788 —— — —
V VISA INC $2,633.84万5.28%87,144 —— — —
LTH LIFE TIME GROUP HOLDINGS INC $3,285.22万6.58%1,219,459 —— — —
PFGC PERFORMANCE FOOD GROUP CO $4,006.58万8.03%467,731 —— — —
ARMK ARAMARK $5,030.07万10.08%1,240,768 —— — —