Madison Avenue Partners, LP 13F 持仓 · 2026年Q2
Madison Avenue Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 23.23 亿美元。前几大持仓：GHC（12.11%）、INVH（10.84%）、MKL（9.44%）。本季前 25 大持仓中：新建仓 7 只、增持 7 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GHC | GRAHAM HLDGS CO | $281.2M | 12.11% | 246,368 | 增持 |
| 2 | INVH | INVITATION HOMES INC | $251.8M | 10.84% | 8.3M | 新建仓 |
| 3 | MKL | MARKEL GROUP INC | $219.4M | 9.44% | 112,325 | 增持 |
| 4 | CPNG | COUPANG INC | $216.4M | 9.31% | 12.5M | 增持 |
| 5 | MICC | MAGNUM ICE CREAM CO NV | $189.6M | 8.16% | 10.9M | 减持 |
| 6 | TBPH | THERAVANCE BIOPHARMA INC | $156.6M | 6.74% | 9.2M | 减持 |
| 7 | SOLV | SOLVENTUM CORP | $134.3M | 5.78% | 1.7M | 减持 |
| 8 | STAA | STAAR SURGICAL CO | $119.8M | 5.16% | 4.2M | 增持 |
| 9 | INDV | INDIVIOR PLC | $117.9M | 5.08% | 2.9M | 减持 |
| 10 | LKFT | LAKEFRONT BIOTHERAPEUTICS NV | $103.4M | 4.45% | 3.4M | 增持 |
| 11 | GMED | GLOBUS MED INC | $73.9M | 3.18% | 935,216 | 增持 |
| 12 | OCTV | OCTAVE INTELLIGENCE PLC | $68.8M | 2.96% | 4.2M | 新建仓 |
| 13 | BTI | BRITISH AMERN TOB PLC | $64.4M | 2.77% | 1.0M | 减持 |
| 14 | STGW | STAGWELL INC | $59.5M | 2.56% | 8.0M | 持平 |
| 15 | SANM | SANMINA CORP | $47.7M | 2.05% | 188,322 | 新建仓 |
| 16 | PRIM | PRIMORIS SVCS CORP | $45.8M | 1.97% | 462,058 | 新建仓 |
| 17 | AD | ARRAY DIGITAL INFRASTRUCTURE | $40.2M | 1.73% | 1.1M | 新建仓 |
| 18 | AIV | APARTMENT INVT & MGMT CO | $36.8M | 1.58% | 12.4M | 持平 |
| 19 | SNDK | SANDISK CORP | $22.1M | 0.95% | 9,698 | 减持 |
| 20 | TPB | TURNING PT BRANDS INC | $21.0M | 0.90% | 247,823 | 增持 |
| 21 | SBGI | SINCLAIR INC | $19.7M | 0.85% | 1.4M | 减持 |
| 22 | MAGN | MAGNERA CORP | $15.3M | 0.66% | 1.3M | 减持 |
| 23 | MRP | MILLROSE PPRYS INC | $9.0M | 0.39% | 298,461 | 新建仓 |
| 24 | KROS | KEROS THERAPEUTICS INC | $6.7M | 0.29% | 626,583 | 持平 |
| 25 | MNRO | MONRO INC | $1.6M | 0.07% | 95,966 | 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