Tabor Asset Management, LP 13F 持仓 · 2026年Q2
Tabor 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 3.28 亿美元。前几大持仓：ZGN（6.69%）、W（6.13%）、FND（5.29%）。本季前 25 大持仓中：新建仓 6 只、增持 16 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ZGN | ERMENEGILDO ZEGNA N V | $21.9M | 6.69% | 1.7M | 增持 |
| 2 | W | WAYFAIR INC | $20.1M | 6.13% | 217,280 | 增持 |
| 3 | FND | FLOOR & DECOR HLDGS INC | $17.3M | 5.29% | 291,676 | 增持 |
| 4 | FIVE | FIVE BELOW INC | $17.1M | 5.23% | 95,331 | 增持 |
| 5 | MSGS | MADISON SQUARE GRDN SPRT COR | $15.9M | 4.84% | 39,458 | 减持 |
| 6 | MHK | MOHAWK INDS INC | $13.7M | 4.18% | 112,718 | 增持 |
| 7 | ABNB | AIRBNB INC | $13.5M | 4.11% | 94,163 | 增持 |
| 8 | BURL | BURLINGTON STORES INC | $13.4M | 4.10% | 42,404 | 增持 |
| 9 | CCL | CARNIVAL CORP LTD | $13.4M | 4.10% | 470,510 | 新建仓 |
| 10 | FWONK | LIBERTY MEDIA CORP DEL | $10.6M | 3.24% | 111,507 | 增持 |
| 11 | AS | AMER SPORTS INC | $10.6M | 3.23% | 312,459 | 增持 |
| 12 | VSXY | VICTORIAS SECRET AND CO | $9.0M | 2.76% | 108,358 | 增持 |
| 13 | URBN | URBAN OUTFITTERS INC | $9.0M | 2.73% | 126,332 | 增持 |
| 14 | WSM | WILLIAMS SONOMA INC | $8.9M | 2.70% | 38,006 | 增持 |
| 15 | SN | SHARKNINJA INC | $8.8M | 2.68% | 57,719 | 增持 |
| 16 | MDLZ | MONDELEZ INTL INC | $7.4M | 2.27% | 128,476 | 减持 |
| 17 | LZ | LEGALZOOM COM INC | $7.4M | 2.24% | 1.2M | 增持 |
| 18 | BOOT | BOOT BARN HLDGS INC | $7.3M | 2.22% | 44,279 | 增持 |
| 19 | ONON | ON HLDG AG | $7.1M | 2.16% | 199,776 | 新建仓 |
| 20 | STZ | CONSTELLATION BRANDS INC | $6.2M | 1.88% | 44,304 | 减持 |
| 21 | CART | MAPLEBEAR INC | $5.5M | 1.69% | 117,071 | 增持 |
| 22 | TREX | TREX INC | $5.4M | 1.65% | 107,875 | 新建仓 |
| 23 | AAP | ADVANCE AUTO PARTS INC | $5.4M | 1.64% | 86,134 | 新建仓 |
| 24 | SPHR | SPHERE ENTERTAINMENT CO | $4.5M | 1.38% | 26,032 | 新建仓 |
| 25 | MGM | MGM RESORTS INTERNATIONAL | $4.4M | 1.35% | 92,735 | 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