LB Partners LLC 13F 持仓 · 2026年Q2
LB Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 1.47 亿美元。前几大持仓：RELY（19.38%）、NIQ（12.32%）、LPRO（10.29%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RELY | REMITLY GLOBAL INC | $28.4M | 19.38% | 1.3M | 减持 |
| 2 | NIQ | NIQ GLOBAL INTELLIGENCE PLC | $18.1M | 12.32% | 1.9M | 增持 |
| 3 | LPRO | OPEN LENDING CORP | $15.1M | 10.29% | 4.9M | 减持 |
| 4 | COF | CAPITAL ONE FINL CORP | $14.1M | 9.58% | 70,056 | 持平 |
| 5 | AXP | AMERICAN EXPRESS CO | $10.1M | 6.92% | 30,000 | 持平 |
| 6 | TIGO | MILLICOM INTL CELLULAR S A | $7.0M | 4.77% | 77,000 | 减持 |
| 7 | MU | MICRON TECHNOLOGY INC | $6.9M | 4.72% | 6,000 | 增持 |
| 8 | GOOGL | ALPHABET INC | $6.8M | 4.63% | 19,000 | 持平 |
| 9 | OPFI | OPPFI INC | $6.3M | 4.28% | 632,500 | 增持 |
| 10 | FOUR | SHIFT4 PMTS INC | $4.7M | 3.18% | 96,000 | 增持 |
| 11 | TOST | TOAST INC | $4.3M | 2.94% | 155,000 | 新建仓 |
| 12 | LBRDK | LIBERTY BROADBAND CORP | $3.7M | 2.50% | 110,075 | 增持 |
| 13 | SPT | SPROUT SOCIAL INC | $3.6M | 2.47% | 479,733 | 减持 |
| 14 | GOOG | ALPHABET INC | $2.8M | 1.93% | 8,000 | 持平 |
| 15 | GOGO | GOGO INC | $2.1M | 1.44% | 683,066 | 减持 |
| 16 | AMZN | AMAZON COM INC | $1.9M | 1.30% | 8,000 | 持平 |
| 17 | PDD | PDD HOLDINGS INC | $1.7M | 1.14% | 22,000 | 持平 |
| 18 | NVDA | NVIDIA CORPORATION | $1.6M | 1.09% | 8,000 | 增持 |
| 19 | KKR | KKR & CO INC | $1.6M | 1.07% | 17,100 | 持平 |
| 20 | TBBB | BBB FOODS INC | $1.5M | 0.99% | 35,000 | 持平 |
| 21 | PYPL | PAYPAL HLDGS INC | $971,550 | 0.66% | 22,500 | 增持 |
| 22 | TFPM | TRIPLE FLAG PRECIOUS METAL | $446,943 | 0.30% | 14,913 | 持平 |
| 23 | SGOL | ETFS GOLD TR | $420,530 | 0.29% | 11,000 | 持平 |
| 24 | DVN | DEVON ENERGY CORP NEW | $413,200 | 0.28% | 10,000 | 持平 |
| 25 | FDS | FACTSET RESH SYS INC | $387,685 | 0.26% | 1,685 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR