KR Capital LP
NEW YORK CITY NY · SEC CIK 0002103364
$10.09亿2026Q2 申报市值
79持仓数
43.6%前十大占比 · 第一大 10.1%
54 / 24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
META 加仓+$3,221.57万
ARMK 加仓+$3,169.17万
AMZN 加仓+$2,492.15万
CMI 新建仓+$2,037.85万
CVNA 加仓+$1,850.19万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$2,045.96万
ROST 清仓-$1,854.92万
DY 清仓-$1,522.01万
SLB 清仓-$1,474.61万
BKR 清仓-$1,453.34万
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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $1.02亿 | 10.14% | 1,797,740 | 556,972 | 44.9% | $3,169.17万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $5,870.35万 | 5.82% | 525,123 | 57,392 | 12.3% | $641.59万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $5,385.02万 | 5.34% | 1,318,564 | 99,105 | 8.1% | $404.74万 | 加仓 |
| AMZN | AMAZON COM INC | $4,499.33万 | 4.46% | 188,778 | 104,563 | 124.2% | $2,492.15万 | 加仓 |
| META | META PLATFORMS INC | $4,259.54万 | 4.22% | 75,619 | 57,192 | 310.4% | $3,221.57万 | 加仓 |
| V | VISA INC | $3,534.99万 | 3.50% | 103,034 | 15,890 | 18.2% | $545.17万 | 加仓 |
| EQIX | EQUINIX INC | $2,999.79万 | 2.97% | 28,778 | 9,528 | 49.5% | $993.19万 | 加仓 |
| APH | AMPHENOL CORP | $2,682.97万 | 2.66% | 152,165 | 53,826 | 54.7% | $949.06万 | 加仓 |
| CVNA | CARVANA CO | $2,436.55万 | 2.42% | 370,184 | 281,099 | 315.5% | $1,850.19万 | 加仓 |
| CMI | CUMMINS INC | $2,037.85万 | 2.02% | 28,573 | 28,573 | — | $2,037.85万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,035.68万 | 2.02% | 35,043 | 6,870 | 24.4% | $399.09万 | 加仓 |
| U | UNITY SOFTWARE INC | $1,756.31万 | 1.74% | 614,525 | 346,189 | 129.0% | $989.41万 | 加仓 |
| DASH | DOORDASH INC | $1,655.36万 | 1.64% | 89,707 | 89,707 | — | $1,655.36万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1,650.59万 | 1.64% | 64,856 | 64,856 | — | $1,650.59万 | 新建仓 |
| ASML | ASML HLDG NV | $1,645.27万 | 1.63% | 8,270 | 3,921 | 90.2% | $780.06万 | 加仓 |
| FLEX | FLEX LTD | $1,621.38万 | 1.61% | 100,042 | 100,042 | — | $1,621.38万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,485.23万 | 1.47% | 54,614 | 54,614 | — | $1,485.23万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,465.13万 | 1.45% | 283,939 | 283,939 | — | $1,465.13万 | 新建仓 |
| NTNX | NUTANIX INC | $1,443.06万 | 1.43% | 283,175 | 219,407 | 344.1% | $1,118.10万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,375.12万 | 1.36% | 24,529 | 24,529 | — | $1,375.12万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,258.02万 | 1.25% | 27,400 | 27,400 | — | $1,258.02万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,239.12万 | 1.23% | 19,400 | 11,387 | 142.1% | $727.31万 | 加仓 |
| AS | AMER SPORTS INC | $1,172.05万 | 1.16% | 346,349 | 346,349 | — | $1,172.05万 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $1,132.21万 | 1.12% | 556,093 | 418,402 | 303.9% | $851.87万 | 加仓 |
| STM | STMICROELECTRONICS N V | $1,091.16万 | 1.08% | 145,702 | 145,702 | — | $1,091.16万 | 新建仓 |
| MOD | MODINE MFG CO | $1,059.32万 | 1.05% | 39,672 | 39,672 | — | $1,059.32万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $1,054.86万 | 1.05% | 37,449 | 20,793 | 124.8% | $585.70万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,038.13万 | 1.03% | 34,749 | 34,749 | — | $1,038.13万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $1,035.11万 | 1.03% | 34,196 | -19,228 | -36.0% | -$582.03万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1,034.27万 | 1.03% | 189,358 | 189,358 | — | $1,034.27万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $1,019.19万 | 1.01% | 19,844 | 19,844 | — | $1,019.19万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,011.06万 | 1.00% | 29,648 | 29,648 | — | $1,011.06万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,002.56万 | 0.99% | 116,158 | 116,158 | — | $1,002.56万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $965.42万 | 0.96% | 233,645 | 233,645 | — | $965.42万 | 新建仓 |
| KKR | KKR & CO INC | $958.94万 | 0.95% | 104,482 | 104,482 | — | $958.94万 | 新建仓 |
| MKSI | MKS INC. | $937.10万 | 0.93% | 21,068 | -15,738 | -42.8% | -$700.03万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $923.27万 | 0.92% | 64,750 | 64,750 | — | $923.27万 | 新建仓 |
| VEEV | VEEVA SYS INC | $906.39万 | 0.90% | 51,073 | -22,724 | -30.8% | -$403.28万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $900.84万 | 0.89% | 32,055 | 32,055 | — | $900.84万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $900.64万 | 0.89% | 5,306 | 5,306 | — | $900.64万 | 新建仓 |
| BWA | BORGWARNER INC | $808.31万 | 0.80% | 121,734 | 121,734 | — | $808.31万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $798.35万 | 0.79% | 33,639 | 33,639 | — | $798.35万 | 新建仓 |
| DUOL | DUOLINGO INC | $787.45万 | 0.78% | 68,462 | 68,462 | — | $787.45万 | 新建仓 |
| OPLN | OPENLANE INC | $762.43万 | 0.76% | 184,876 | 184,876 | — | $762.43万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $758.92万 | 0.75% | 168,237 | 168,237 | — | $758.92万 | 新建仓 |
| INIO | INNIO NV | $751.45万 | 0.74% | 190,000 | 190,000 | — | $751.45万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $741.34万 | 0.73% | 18,203 | 258 | 1.4% | $10.51万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $689.14万 | 0.68% | 187,316 | 187,316 | — | $689.14万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $687.57万 | 0.68% | 9,510 | -12,247 | -56.3% | -$885.46万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $644.31万 | 0.64% | 665,610 | 665,610 | — | $644.31万 | 新建仓 |
| ATI | ATI INC | $637.13万 | 0.63% | 32,325 | 32,325 | — | $637.13万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $620.61万 | 0.62% | 126,500 | 126,500 | — | $620.61万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $602.18万 | 0.60% | 230,017 | 230,017 | — | $602.18万 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $552.43万 | 0.55% | 44,807 | 44,807 | — | $552.43万 | 新建仓 |
| INTC | INTEL CORP | $534.45万 | 0.53% | 38,276 | 38,276 | — | $534.45万 | 新建仓 |
| SMTC | SEMTECH CORP | $523.12万 | 0.52% | 32,321 | 13,471 | 71.5% | $218.03万 | 加仓 |
| VICR | VICOR CORP | $518.40万 | 0.51% | 13,650 | 13,650 | — | $518.40万 | 新建仓 |
| ZS | ZSCALER INC | $512.90万 | 0.51% | 36,337 | 36,337 | — | $512.90万 | 新建仓 |
| NDAQ | NASDAQ INC | $511.25万 | 0.51% | 64,863 | 64,863 | — | $511.25万 | 新建仓 |
| BIDU | BAIDU INC | $509.40万 | 0.50% | 44,571 | 44,571 | — | $509.40万 | 新建仓 |
| WHD | CACTUS INC | $502.45万 | 0.50% | 98,078 | 98,078 | — | $502.45万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $500.93万 | 0.50% | 16,816 | 16,816 | — | $500.93万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $498.53万 | 0.49% | 61,132 | 61,132 | — | $498.53万 | 新建仓 |
| WWD | WOODWARD INC | $492.96万 | 0.49% | 11,587 | 11,587 | — | $492.96万 | 新建仓 |
| ABNB | AIRBNB INC | $486.17万 | 0.48% | 33,974 | 33,974 | — | $486.17万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $477.88万 | 0.47% | 66,225 | 66,225 | — | $477.88万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $441.70万 | 0.44% | 50,998 | 50,998 | — | $441.70万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $432.46万 | 0.43% | 43,630 | -73,927 | -62.9% | -$732.76万 | 减仓 |
| VRSN | VERISIGN INC | $426.90万 | 0.42% | 16,970 | -3,056 | -15.3% | -$76.88万 | 减仓 |
| NOK | NOKIA CORP | $410.03万 | 0.41% | 308,761 | 6,584 | 2.2% | $8.74万 | 加仓 |
| WAB | WABTEC | $396.29万 | 0.39% | 14,699 | 14,699 | — | $396.29万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $396.16万 | 0.39% | 219,238 | 219,238 | — | $396.16万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $366.62万 | 0.36% | 19,603 | 19,603 | — | $366.62万 | 新建仓 |
| FLS | FLOWSERVE CORP | $365.41万 | 0.36% | 49,273 | 49,273 | — | $365.41万 | 新建仓 |
| CGNX | COGNEX CORP | $357.29万 | 0.35% | 49,336 | 49,336 | — | $357.29万 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $289.40万 | 0.29% | 37,585 | 37,585 | — | $289.40万 | 新建仓 |
| BMI | BADGER METER INC | $204.97万 | 0.20% | 13,814 | 13,814 | — | $204.97万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $124.73万 | 0.12% | 176,923 | 176,923 | — | $124.73万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $47.39万 | 0.05% | 11,081 | 11,081 | — | $47.39万 | 新建仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -212,788 | -100.0% | -$2,045.96万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -85,626 | -100.0% | -$1,854.92万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -44,921 | -100.0% | -$1,522.01万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -286,944 | -100.0% | -$1,474.61万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -238,057 | -100.0% | -$1,453.34万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -33,061 | -100.0% | -$1,429.49万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -32,833 | -100.0% | -$1,169.45万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -178,508 | -100.0% | -$1,027.85万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -12,150 | -100.0% | -$853.85万 | 清仓 |
| DHT | DHT HOLDINGS INC | $0 | 0.00% | 0 | -429,185 | -100.0% | -$784.12万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -53,068 | -100.0% | -$626.47万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -46,425 | -100.0% | -$550.69万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -28,902 | -100.0% | -$504.05万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -54,048 | -100.0% | -$498.38万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -732,064 | -100.0% | -$481.70万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -16,255 | -100.0% | -$396.78万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -11,275 | -100.0% | -$348.97万 | 清仓 |
| MWH | SOLV ENERGY INC | $0 | 0.00% | 0 | -103,573 | -100.0% | -$311.03万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -12,895 | -100.0% | -$307.17万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -17,040 | -100.0% | -$307.08万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -16,813 | -100.0% | -$203.47万 | 清仓 |