Prentice Capital Management, LP 13F 持仓 · 2026年Q2
Prentice Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 5,285.37 万美元。前几大持仓：OPEN（17.67%）、NN（14.83%）、JBLU（13.32%）。本季前 25 大持仓中：增持 10 只、减持 4 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OPEN | OPENDOOR TECHNOLOGIES INC | $9.3M | 17.67% | 2.0M | 增持 |
| 2 | NN | NEXTNAV INC | $7.8M | 14.83% | 439,735 | 增持 |
| 3 | JBLU | JETBLUE AWYS CORP | $7.0M | 13.32% | 1.2M | 增持 |
| 4 | SNAP | SNAP INC | $6.2M | 11.74% | 1.4M | 减持 |
| 5 | PTON | PELOTON INTERACTIVE INC | $5.4M | 10.29% | 920,066 | 增持 |
| 6 | ULCC | FRONTIER GROUP HLDGS INC | $5.0M | 9.41% | 628,567 | 增持 |
| 7 | FRMI | FERMI INC | $4.2M | 8.01% | 462,047 | 增持 |
| 8 | CWH | CAMPING WORLD HLDGS INC | $2.9M | 5.47% | 379,245 | 增持 |
| 9 | NXNVW | NEXTNAV INC | $1.7M | 3.26% | 250,000 | 减持 |
| 10 | TBCH | TURTLE BEACH CORP | $1.4M | 2.69% | 114,293 | 增持 |
| 11 | NWL | NEWELL BRANDS INC | $738,169 | 1.40% | 120,223 | 增持 |
| 12 | BMBL | BUMBLE INC | $725,277 | 1.37% | 226,649 | 增持 |
| 13 | GRWG | GROWGENERATION CORP | $254,862 | 0.48% | 172,204 | 减持 |
| 14 | HYFM | HYDROFARMS HLDGS GROUP INC | $12,521 | 0.02% | 14,736 | 减持 |
| 15 | OPENL | OPENDOOR TECHNOLOGIES INC | $3,668 | 0.01% | 12,970 | 持平 |
| 16 | OPENW | OPENDOOR TECHNOLOGIES INC | $6,420 | 0.01% | 12,970 | 持平 |
| 17 | OPENZ | OPENDOOR TECHNOLOGIES INC | $3,113 | 0.01% | 12,970 | 持平 |
| 18 | AAL | AMERICAN AIRLINES GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 19 | CALY | CALLAWAY GOLF GO | $0 | 0.00% | 0 | 清仓 |
| 20 | COTY | COTY INC | $0 | 0.00% | 0 | 清仓 |
| 21 | GPRO | GOPRO INC | $0 | 0.00% | 0 | 清仓 |
| 22 | GRPN | GROUPON INC | $0 | 0.00% | 0 | 清仓 |
| 23 | OTLY | OATLY GROUP AB | $0 | 0.00% | 0 | 清仓 |
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