PharVision Advisers, LLC 13F 持仓 · 2026年Q2
PharVision Advisers 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 530.46 万美元。前几大持仓：PK（2.74%）、GDOT（2.59%）、GO（2.56%）。本季前 25 大持仓中：新建仓 15 只、增持 2 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PK | PARK HOTELS & RESORTS INC | $145,478 | 2.74% | 10,209 | 新建仓 |
| 2 | GDOT | GREEN DOT CORP | $137,518 | 2.59% | 10,179 | 新建仓 |
| 3 | GO | GROCERY OUTLET HLDG CORP | $135,698 | 2.56% | 13,597 | 减持 |
| 4 | ADAM | ADAMAS TRUST INC. | $126,311 | 2.38% | 13,466 | 新建仓 |
| 5 | CLF | CLEVELAND-CLIFFS INC NEW | $123,572 | 2.33% | 13,160 | 增持 |
| 6 | CGNT | COGNYTE SOFTWARE LTD | $122,727 | 2.31% | 13,978 | 新建仓 |
| 7 | AVAH | AVEANNA HEALTHCARE HLDGS INC | $121,137 | 2.28% | 14,135 | 减持 |
| 8 | SXC | SUNCOKE ENERGY INC | $121,136 | 2.28% | 15,048 | 新建仓 |
| 9 | BLMN | BLOOMIN BRANDS INC | $119,688 | 2.26% | 13,095 | 减持 |
| 10 | INN | SUMMIT HOTEL PPTYS | $114,515 | 2.16% | 16,336 | 新建仓 |
| 11 | GGB | GERDAU SA | $111,916 | 2.11% | 27,702 | 新建仓 |
| 12 | LILAK | LIBERTY LATIN AMERICA LTD | $110,073 | 2.08% | 14,130 | 新建仓 |
| 13 | MITT | TPG MTG INVTS TR INC | $105,106 | 1.98% | 13,271 | 减持 |
| 14 | ITUB | ITAU UNIBANCO HLDG S A | $104,462 | 1.97% | 12,786 | 减持 |
| 15 | SB | SAFE BULKERS INC | $104,147 | 1.96% | 16,505 | 减持 |
| 16 | UGP | ULTRAPAR PARTICIPACOES SA | $103,864 | 1.96% | 20,690 | 增持 |
| 17 | SNAP | SNAP INC | $103,030 | 1.94% | 23,205 | 减持 |
| 18 | PTEN | PATTERSON-UTI ENERGY INC | $101,760 | 1.92% | 11,085 | 新建仓 |
| 19 | DCH | DAUCH CORP | $98,026 | 1.85% | 18,086 | 减持 |
| 20 | IBRX | IMMUNITYBIO INC | $98,038 | 1.85% | 11,198 | 新建仓 |
| 21 | UA | UNDER ARMOUR INC | $97,710 | 1.84% | 15,709 | 新建仓 |
| 22 | INTR | INTER & CO INC | $95,850 | 1.81% | 17,652 | 新建仓 |
| 23 | LZ | LEGALZOOM COM INC | $95,653 | 1.80% | 15,604 | 新建仓 |
| 24 | MYGN | MYRIAD GENETICS INC | $93,924 | 1.77% | 16,449 | 新建仓 |
| 25 | BTGO | BITGO HOLDINGS INC | $91,800 | 1.73% | 17,722 | 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