Mbb Public Markets I LLC 13F 持仓 · 2026年Q2
Mbb Public Markets I 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 9.26 亿美元。前几大持仓：PGR（22.21%）、AER（19.27%）、AMZN（18.96%）。本季前 25 大持仓中：新建仓 3 只、增持 5 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $205.7M | 22.21% | 941,511 | 增持 |
| 2 | AER | AERCAP HOLDINGS NV | $178.5M | 19.27% | 1.2M | 增持 |
| 3 | AMZN | AMAZON COM INC | $175.6M | 18.96% | 736,730 | 增持 |
| 4 | FERG | FERGUSON ENTERPRISES INC | $132.4M | 14.29% | 557,772 | 增持 |
| 5 | MDLN | MEDLINE INC | $96.3M | 10.40% | 2.4M | 持平 |
| 6 | VTEB | VANGUARD MUN BD FDS | $81.7M | 8.82% | 1.6M | 增持 |
| 7 | EQT | EQT CORP | $25.3M | 2.73% | 475,000 | 持平 |
| 8 | GOOGL | ALPHABET INC | $14.3M | 1.54% | 40,000 | 减持 |
| 9 | TECK | TECK RESOURCES LTD | $7.1M | 0.77% | 120,228 | 减持 |
| 10 | KYTX | KYVERNA THERAPEUTICS INC | $5.5M | 0.59% | 614,477 | 持平 |
| 11 | GTX | GARRETT MOTION INC | $571,275 | 0.06% | 15,768 | 持平 |
| 12 | ESI | ELEMENT SOLUTIONS INC | $355,451 | 0.04% | 7,444 | 持平 |
| 13 | AMG | AFFILIATED MANAGERS GROUP | $302,530 | 0.03% | 894 | 持平 |
| 14 | LSTR | LANDSTAR SYS INC | $234,936 | 0.03% | 1,136 | 新建仓 |
| 15 | RUSHA | RUSH ENTERPRISES INC | $233,479 | 0.03% | 3,199 | 持平 |
| 16 | SAIA | SAIA INC | $260,277 | 0.03% | 618 | 持平 |
| 17 | VMD | VIEMED HEALTHCARE INC | $266,578 | 0.03% | 23,384 | 持平 |
| 18 | AHCO | ADAPTHEALTH CORP | $188,935 | 0.02% | 18,132 | 持平 |
| 19 | FTDR | FRONTDOOR INC | $218,105 | 0.02% | 2,811 | 新建仓 |
| 20 | HLMN | HILLMAN SOLUTIONS CORP | $182,726 | 0.02% | 21,650 | 持平 |
| 21 | IBP | INSTALLED BLDG PRODS INC | $229,840 | 0.02% | 1,000 | 持平 |
| 22 | IMXI | INTERNATIONAL MONEY EXPRESS | $204,887 | 0.02% | 14,179 | 持平 |
| 23 | LNTH | LANTHEUS HLDGS INC | $223,766 | 0.02% | 2,017 | 新建仓 |
| 24 | UNF | UNIFIRST CORP MASS | $225,849 | 0.02% | 854 | 持平 |
| 25 | JBI | JANUS INTERNATIONAL GROUP IN | $109,934 | 0.01% | 19,808 | 持平 |
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