Pillsbury Lake Capital LLC
SAN FRANCISCO CA · SEC CIK 0002111915
$3.71亿2026Q2 申报市值
43持仓数
42.0%前十大占比 · 第一大 5.7%
18 / 8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
MSA 新建仓+$1,343.62万
SLB 新建仓+$1,305.20万
MCFT 新建仓+$1,288.69万
KNX 新建仓+$1,077.99万
CARG 新建仓+$1,012.01万
2026Q2 卖出最多 按季末市值估算
PDFS 减仓-$1,081.77万
BLZE 减仓-$985.61万
CRON 减仓-$948.77万
LMRI 清仓-$700.79万
MGNI 重新持有-$694.46万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BLZE | BACKBLAZE INC | $2,124.98万 | 5.73% | 1,339,837 | -621,446 | -31.7% | -$985.61万 | 减仓 |
| COMP | COMPASS INC | $1,799.23万 | 4.85% | 1,459,233 | -143,096 | -8.9% | -$176.44万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $1,777.37万 | 4.80% | 356,187 | -24,381 | -6.4% | -$121.66万 | 减仓 |
| HNI | HNI CORP | $1,668.16万 | 4.50% | 412,808 | 191,607 | 86.6% | $774.28万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,481.92万 | 4.00% | 49,604 | 26,687 | 116.5% | $797.27万 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $1,401.51万 | 3.78% | 387,157 | 22,203 | 6.1% | $80.37万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $1,375.30万 | 3.71% | 321,556 | 101,654 | 46.2% | $434.77万 | 加仓 |
| MSA | MSA SAFETY INC | $1,343.62万 | 3.63% | 76,963 | 76,963 | — | $1,343.62万 | 新建仓 |
| SLB | SLB LIMITED | $1,305.20万 | 3.52% | 280,748 | 280,748 | — | $1,305.20万 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $1,288.69万 | 3.48% | 499,107 | 499,107 | — | $1,288.69万 | 新建仓 |
| CVCO | CAVCO INDS INC DEL | $1,153.31万 | 3.11% | 18,772 | 2,998 | 19.0% | $184.19万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $1,144.12万 | 3.09% | 2,171,006 | -432,790 | -16.6% | -$228.08万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $1,086.87万 | 2.93% | 1,462,815 | 286,247 | 24.3% | $212.68万 | 加仓 |
| GPGI | GPGI INC | $1,079.44万 | 2.91% | 681,032 | 572,277 | 526.2% | $907.06万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,077.99万 | 2.91% | 138,435 | 138,435 | — | $1,077.99万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $1,067.37万 | 2.88% | 125,854 | -44,204 | -26.0% | -$374.89万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $1,049.28万 | 2.83% | 110,928 | 12,672 | 12.9% | $119.87万 | 加仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $1,038.37万 | 2.80% | 339,225 | 9,123 | 2.8% | $27.93万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $1,018.75万 | 2.75% | 176,989 | 58,428 | 49.3% | $336.31万 | 加仓 |
| CARG | CARGURUS INC | $1,012.01万 | 2.73% | 296,864 | 296,864 | — | $1,012.01万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $916.38万 | 2.47% | 1,025,030 | 366,217 | 55.6% | $327.40万 | 加仓 |
| CROX | CROCS INC | $911.58万 | 2.46% | 75,562 | -4,266 | -5.3% | -$51.47万 | 减仓 |
| LWAY | LIFEWAY FOODS INC | $870.46万 | 2.35% | 291,709 | 291,709 | — | $870.46万 | 新建仓 |
| AIQ | GLOBAL X FDS | $838.27万 | 2.26% | 127,765 | 127,765 | — | $838.27万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $834.29万 | 2.25% | 117,854 | -152,814 | -56.5% | -$1,081.77万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $832.30万 | 2.25% | 473,706 | -297,670 | -38.6% | -$523.01万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $743.00万 | 2.00% | 295,075 | 295,075 | — | $743.00万 | 新建仓 |
| BV | BRIGHTVIEW HLDGS INC | $712.69万 | 1.92% | 502,957 | -3,793 | -0.7% | -$5.37万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $696.13万 | 1.88% | 48,165 | 48,165 | — | $696.13万 | 新建仓 |
| INFL | LISTED FDS TR | $581.69万 | 1.57% | 176,270 | 46,295 | 35.6% | $152.77万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $521.35万 | 1.41% | 64,796 | 64,796 | — | $521.35万 | 新建仓 |
| MEC | MAYVILLE ENGR CO INC | $512.25万 | 1.38% | 136,746 | 136,746 | — | $512.25万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $458.86万 | 1.24% | 167,836 | 167,836 | — | $458.86万 | 新建仓 |
| MGNI | MAGNITE INC | $413.30万 | 1.12% | 217,753 | -365,891 | -62.7% | -$694.46万 | 重新持有 |
| SHAZ | SHARONAI HOLDINGS INC | $242.85万 | 0.66% | 28,685 | 28,685 | — | $242.85万 | 新建仓 |
| CRON | CRONOS GROUP INC | $225.23万 | 0.61% | 810,163 | -3,412,841 | -80.8% | -$948.77万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $160.85万 | 0.43% | 90,110 | -258,478 | -74.1% | -$461.38万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $82.87万 | 0.22% | 215,239 | 215,239 | — | $82.87万 | 新建仓 |
| IWM | ISHARES TR 看跌期权 | $65.39万 | 0.18% | 900 | -402 | -30.9% | -$29.21万 | 减仓 |
| — | TOYO CO LTD 看跌期权 | $56.35万 | 0.15% | 683 | 683 | — | $56.35万 | 新建仓 |
| AIQ | GLOBAL X FDS 看跌期权 | $42.95万 | 0.12% | 1,494 | 1,494 | — | $42.95万 | 新建仓 |
| WEST | WESTROCK COFFEE CO 看跌期权 | $36.16万 | 0.10% | 5,166 | 5,166 | — | $36.16万 | 新建仓 |
| TPB | TURNING PT BRANDS INC 看跌期权 | $13.70万 | 0.04% | 315 | 315 | — | $13.70万 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $0 | 0.00% | 0 | -814,869 | -100.0% | -$700.79万 | 清仓 |
| LMB | LIMBACH HLDGS INC | $0 | 0.00% | 0 | -56,520 | -100.0% | -$441.14万 | 清仓 |
| CRTO | CRITEO S A | $0 | 0.00% | 0 | -213,261 | -100.0% | -$382.38万 | 清仓 |
| — | IDENTIV INC | $0 | 0.00% | 0 | -491,657 | -100.0% | -$181.91万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,379 | -100.0% | -$152.36万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -9,947 | -100.0% | -$103.21万 | 清仓 |
| — | CHAIN BRIDGE BANCORP INC | $0 | 0.00% | 0 | -26,860 | -100.0% | -$93.74万 | 清仓 |
| FLXS | FLEXSTEEL INDS INC | $0 | 0.00% | 0 | -18,306 | -100.0% | -$82.27万 | 清仓 |