Park West Asset Management LLC 13F 持仓 · 2026年Q2
Park West Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 14.68 亿美元。前几大持仓：FLEX（6.28%）、AMZN（5.27%）、HQY（4.78%）。本季前 25 大持仓中：新建仓 6 只、增持 7 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | $92.1M | 6.28% | 568,497 | 减持 |
| 2 | AMZN | AMAZON COM INC | $77.4M | 5.27% | 324,570 | 减持 |
| 3 | HQY | HEALTHEQUITY INC | $70.1M | 4.78% | 776,651 | 增持 |
| 4 | GOOGL | ALPHABET INC | $68.6M | 4.68% | 192,000 | 减持 |
| 5 | GLAS | GLASS HOUSE BRANDS INC | $67.4M | 4.59% | 5.2M | 新建仓 |
| 6 | MKSI | MKS INC. | $61.7M | 4.20% | 138,740 | 减持 |
| 7 | ENVA | ENOVA INTL INC | $60.0M | 4.09% | 249,213 | 增持 |
| 8 | PRMB | PRIMO BRANDS CORPORATION | $58.7M | 4.00% | 2.4M | 减持 |
| 9 | PRCH | PORCH GROUP INC | $53.2M | 3.62% | 3.5M | 减持 |
| 10 | BKD | BROOKDALE SR LIVING INC | $49.5M | 3.37% | 3.1M | 减持 |
| 11 | OPLN | OPENLANE INC | $46.4M | 3.16% | 1.1M | 减持 |
| 12 | TOST | TOAST INC | $45.7M | 3.11% | 1.6M | 增持 |
| 13 | VSTS | VESTIS CORPORATION | $44.1M | 3.01% | 3.0M | 新建仓 |
| 14 | CCOI | COGENT COMM HOLDINGS INC | $43.1M | 2.94% | 3.1M | 增持 |
| 15 | MGNI | MAGNITE INC | $42.7M | 2.91% | 2.2M | 增持 |
| 16 | CNK | CINEMARK HLDGS INC | $40.7M | 2.77% | 1.3M | 减持 |
| 17 | META | META PLATFORMS INC | $40.0M | 2.72% | 71,000 | 新建仓 |
| 18 | NOK | NOKIA CORP | $39.8M | 2.71% | 3.0M | 新建仓 |
| 19 | FTRE | FORTREA HLDGS INC | $36.6M | 2.50% | 2.1M | 减持 |
| 20 | SMTC | SEMTECH CORP | $35.8M | 2.44% | 221,162 | 减持 |
| 21 | RKT | ROCKET COS INC | $31.5M | 2.15% | 2.0M | 新建仓 |
| 22 | SNPS | SYNOPSYS INC | $31.6M | 2.15% | 70,900 | 增持 |
| 23 | CXW | CORECIVIC INC | $27.3M | 1.86% | 898,947 | 增持 |
| 24 | WDC | WESTERN DIGITAL CORP | $25.6M | 1.74% | 40,027 | 减持 |
| 25 | ELAN | ELANCO ANIMAL HEALTH INC | $25.0M | 1.70% | 1.0M | 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