Woodson Capital Management, LP 13F 持仓 · 2026年Q2
Woodson Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 5.97 亿美元。前几大持仓：RDDT（9.30%）、XYZ（8.52%）、SG（7.82%）。本季前 25 大持仓中：新建仓 4 只、增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDDT | REDDIT INC | $55.5M | 9.30% | 320,000 | 减持 |
| 2 | XYZ | BLOCK INC | $50.9M | 8.52% | 670,000 | 增持 |
| 3 | SG | SWEETGREEN INC | $46.7M | 7.82% | 5.3M | 减持 |
| 4 | AS | AMER SPORTS INC | $45.7M | 7.65% | 1.4M | 减持 |
| 5 | REAL | THE REALREAL INC | $38.9M | 6.51% | 3.3M | 增持 |
| 6 | QXO | QXO INC | $32.8M | 5.50% | 1.9M | 增持 |
| 7 | TPR | TAPESTRY INC | $32.8M | 5.49% | 224,000 | 减持 |
| 8 | AMZN | AMAZON COM INC | $29.8M | 4.99% | 125,000 | 减持 |
| 9 | LUXE | LUXEXPERIENCE BV | $25.6M | 4.29% | 3.5M | 减持 |
| 10 | WOLF | WOLFSPEED INC | $24.1M | 4.04% | 500,000 | 减持 |
| 11 | GRMN | GARMIN LTD | $23.8M | 3.98% | 100,000 | 增持 |
| 12 | ESTA | ESTABLISHMENT LABS HLDGS INC | $23.6M | 3.95% | 275,000 | 减持 |
| 13 | DECK | DECKERS OUTDOOR CORP | $19.9M | 3.32% | 200,000 | 新建仓 |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | $19.7M | 3.30% | 220,000 | 增持 |
| 15 | DAL | DELTA AIR LINES INC | $17.6M | 2.95% | 188,000 | 减持 |
| 16 | EBAY | EBAY INC. | $16.8M | 2.81% | 150,000 | 新建仓 |
| 17 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $15.8M | 2.65% | 1.6M | 减持 |
| 18 | COIN | COINBASE GLOBAL INC | $14.6M | 2.45% | 100,002 | 新建仓 |
| 19 | AER | AERCAP HOLDINGS NV | $14.6M | 2.44% | 100,000 | 减持 |
| 20 | FOR | FORESTAR GROUP INC | $11.4M | 1.91% | 360,000 | 减持 |
| 21 | TDUP | THREDUP INC | $10.7M | 1.79% | 1.6M | 减持 |
| 22 | VFC | V F CORP | $10.0M | 1.68% | 600,000 | 减持 |
| 23 | STUB | STUBHUB HLDGS INC | $6.4M | 1.08% | 500,000 | 新建仓 |
| 24 | REAX | THE REAL BROKERAGE INC | $6.0M | 1.01% | 3.3M | 增持 |
| 25 | SYM | SYMBOTIC INC | $3.1M | 0.53% | 70,000 | 增持 |
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