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North Peak Capital Management, LLC · 13F 持仓分析
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North Peak Capital Management, LLC

No.2976 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.00亿
环比变动 Q1 2026
+$2.99亿+49.7%
持仓股票数
8
新买入
2
加仓
4
减仓
2
清仓
1
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
HHILTON GRAND VACATIONSHGV
25.91%28.81%$2.33亿445.2万股$1.73亿442.9万股+2.4万股+0.54%加仓
AAGILON HEALTHAGL
17.69%2.03%$1.59亿148.5万股$1,222.5万154.6万股-6.0万股-3.91%减仓
嘉信理财SCHW
16.88%18.78%$1.52亿164.6万股$1.13亿120.2万股+44.5万股+37.01%加仓
CCARVANA CL ACVNA
16.87%22.01%$1.52亿230.7万股$1.32亿42.1万股+188.6万股+448.00%加仓
SSEA SPONSORD ADSSE
8.04%8.41%$7,231.5万75.5万股$5,055.2万61.0万股+14.4万股+23.61%加仓
FFIGURE TECHNOLOGY SOLUTIOFIGR
7.87%$7,085.3万230.7万股$00股+230.7万股新买入
CELSIUSCELH
3.89%$3,499.7万119.5万股$00股+119.5万股新买入
HHAEMONETICS MASSHAE
2.86%9.36%$2,573.1万34.3万股$5,630.1万99.9万股-65.6万股-65.66%减仓

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