Resolute Capital Asset Partners LLC 13F 持仓 · 2026年Q2
Resolute Capital Asset Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 2.34 亿美元。前几大持仓：ASND（13.52%）、ANDE（7.63%）、AMZN（5.60%）。本季前 25 大持仓中：新建仓 10 只、增持 8 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASND | Ascendis Pharma A/S | $31.6M | 13.52% | 118,627 | 新建仓 |
| 2 | ANDE | Andersons Inc | $17.9M | 7.63% | 260,999 | 减持 |
| 3 | AMZN | Amazon.Com Inc | $13.1M | 5.60% | 55,000 | 增持 |
| 4 | ARGX | argenx SE | $11.1M | 4.76% | 12,000 | 新建仓 |
| 5 | SPOT | Spotify Technology Sa | $8.0M | 3.43% | 17,500 | 新建仓 |
| 6 | TPL | Texas Pacific Land Corp | $7.7M | 3.27% | 17,500 | 减持 |
| 7 | LEGN | Legend Biotech Corp | $7.5M | 3.22% | 260,871 | 新建仓 |
| 8 | CLH | Clean Harbors Inc | $7.5M | 3.19% | 25,000 | 增持 |
| 9 | LTH | Life Time Group Holdings Inc | $6.9M | 2.97% | 170,000 | 增持 |
| 10 | AGYS | Agilysys Inc | $6.8M | 2.90% | 65,000 | 新建仓 |
| 11 | UAL | United Airlines Holdings Inc | $5.6M | 2.40% | 41,300 | 增持 |
| 12 | QCOM | Qualcomm Inc | $5.5M | 2.37% | 30,000 | 新建仓 |
| 13 | DAR | Darling Ingredients Inc | $5.2M | 2.22% | 95,000 | 增持 |
| 14 | UTI | Universal Technical Institute Inc | $5.2M | 2.22% | 121,297 | 增持 |
| 15 | VGNT | Versigent Ltd | $5.0M | 2.15% | 120,000 | 新建仓 |
| 16 | VVV | Valvoline Inc | $4.9M | 2.11% | 125,000 | 增持 |
| 17 | NOVT | Novanta Inc | $4.9M | 2.08% | 30,000 | 新建仓 |
| 18 | YSS | York Space Systems Inc | $4.5M | 1.94% | 184,206 | 减持 |
| 19 | BA | Boeing Co | $4.3M | 1.85% | 20,000 | 新建仓 |
| 20 | WMB | Williams Companies Inc | $3.7M | 1.59% | 50,000 | 持平 |
| 21 | FPS | Forgent Power Solutions Inc | $3.6M | 1.55% | 65,000 | 增持 |
| 22 | EQT | EQT Corp | $3.5M | 1.51% | 66,402 | 持平 |
| 23 | MIRM | Mirum Pharmaceuticals Inc | $3.5M | 1.50% | 30,000 | 新建仓 |
| 24 | CR | CRANE CO | $3.3M | 1.43% | 15,000 | 减持 |
| 25 | AMRZ | Amrize Ag | $3.2M | 1.37% | 60,000 | 减持 |
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