Pillsbury Lake Capital LLC
SAN FRANCISCO CA · SEC CIK 0002111915
$2.21亿2026Q1 申报市值
32持仓数
52.3%前十大占比 · 第一大 7.0%
11 / 8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
ETON 新建仓+$900.71万
FLYW 新建仓+$897.88万
UTI 新建仓+$793.85万
LMRI 新建仓+$700.79万
CROX 新建仓+$662.73万
2026Q1 卖出最多 按季末市值估算
LINC 减仓-$1,320.23万
NATL 清仓-$1,021.68万
GPGI 减仓-$867.61万
KRC 清仓-$836.30万
ASR 清仓-$648.26万
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 |
|---|---|---|---|---|---|---|---|---|
| LINC | LINCOLN EDL SVCS CORP | $1,548.15万 | 7.00% | 380,568 | -324,540 | -46.0% | -$1,320.23万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $1,475.93万 | 6.67% | 170,058 | 9,817 | 6.1% | $85.20万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $1,254.30万 | 5.67% | 98,256 | 18,307 | 22.9% | $233.70万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $1,236.23万 | 5.59% | 330,102 | 119,768 | 56.9% | $448.53万 | 加仓 |
| COMP | COMPASS INC | $1,171.30万 | 5.29% | 1,602,329 | 270,216 | 20.3% | $197.53万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $1,088.39万 | 4.92% | 2,603,796 | 625,544 | 31.6% | $261.48万 | 加仓 |
| CRON | CRONOS GROUP INC | $1,059.97万 | 4.79% | 4,223,004 | 2,384,001 | 129.6% | $598.38万 | 加仓 |
| LUXE | LUXEXPERIENCE BV | $941.25万 | 4.25% | 1,176,568 | -332,700 | -22.0% | -$266.16万 | 减仓 |
| ETON | ETON PHARMACEUTICALS INC | $900.71万 | 4.07% | 364,954 | 364,954 | — | $900.71万 | 新建仓 |
| FLYW | FLYWIRE CORPORATION | $897.88万 | 4.06% | 771,376 | 771,376 | — | $897.88万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $885.36万 | 4.00% | 270,668 | -105,401 | -28.0% | -$344.77万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $827.44万 | 3.74% | 118,561 | -35,013 | -22.8% | -$244.36万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $793.85万 | 3.59% | 219,902 | 219,902 | — | $793.85万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $763.92万 | 3.45% | 15,774 | -9,772 | -38.3% | -$473.25万 | 减仓 |
| HNI | HNI CORP | $738.59万 | 3.34% | 221,201 | 9,919 | 4.7% | $33.12万 | 加仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $700.79万 | 3.17% | 814,869 | 814,869 | — | $700.79万 | 新建仓 |
| BLZE | BACKBLAZE INC | $676.64万 | 3.06% | 1,961,283 | 232,151 | 13.4% | $80.09万 | 加仓 |
| CROX | CROCS INC | $662.73万 | 3.00% | 79,828 | 79,828 | — | $662.73万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $657.10万 | 2.97% | 22,917 | 364 | 1.6% | $10.44万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $609.40万 | 2.75% | 658,813 | 658,813 | — | $609.40万 | 新建仓 |
| BV | BRIGHTVIEW HLDGS INC | $597.46万 | 2.70% | 506,750 | 16,777 | 3.4% | $19.78万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $534.73万 | 2.42% | 348,588 | -144,596 | -29.3% | -$221.81万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $441.14万 | 1.99% | 56,520 | 56,520 | — | $441.14万 | 新建仓 |
| INFL | LISTED FDS TR | $428.92万 | 1.94% | 129,975 | 129,975 | — | $428.92万 | 新建仓 |
| CRTO | CRITEO S A | $382.38万 | 1.73% | 213,261 | -246,981 | -53.7% | -$442.84万 | 减仓 |
| GPGI | GPGI INC | $185.97万 | 0.84% | 108,755 | -507,372 | -82.3% | -$867.61万 | 减仓 |
| — | IDENTIV INC | $181.91万 | 0.82% | 491,657 | -453,643 | -48.0% | -$167.85万 | 减仓 |
| XOP | SPDR SERIES TRUST | $152.36万 | 0.69% | 8,379 | 8,379 | — | $152.36万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $103.21万 | 0.47% | 9,947 | 9,947 | — | $103.21万 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC | $93.74万 | 0.42% | 26,860 | 8,574 | 46.9% | $29.92万 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $82.27万 | 0.37% | 18,306 | 18,306 | — | $82.27万 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $47.91万 | 0.22% | 1,302 | -164,598 | -99.2% | -$6,057.21万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -268,088 | -100.0% | -$1,021.68万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -223,788 | -100.0% | -$836.30万 | 清仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $0 | 0.00% | 0 | -20,045 | -100.0% | -$648.26万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -81,123 | -100.0% | -$633.81万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -138,205 | -100.0% | -$357.81万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -100,679 | -100.0% | -$265.09万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -1,150,000 | -100.0% | -$241.50万 | 清仓 |
| — | AUDIOEYE INC | $0 | 0.00% | 0 | -21,164 | -100.0% | -$21.14万 | 清仓 |