KR Capital LP
- SEC CIK
- 0002103364
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 79
- 較 2026 年第 1 季 +30
- 總值
- $10.1 億
- 較 2026 年第 1 季 +$5.10 億 (+102.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARMKAramark | COM | 1,797,740 | $1.02 億 | 10.1% | +556,972+44.9% | 加碼 | 歷史 |
| PFGCPerformance Food Group Co | COM | 525,123 | $5,870 萬 | 5.8% | +57,392+12.3% | 加碼 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 1,318,564 | $5,385 萬 | 5.3% | +99,105+8.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 188,778 | $4,499 萬 | 4.5% | +104,563+124.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 75,619 | $4,260 萬 | 4.2% | +57,192+310.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 103,034 | $3,535 萬 | 3.5% | +15,890+18.2% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 28,778 | $3,000 萬 | 3.0% | +9,528+49.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 152,165 | $2,683 萬 | 2.7% | +53,826+54.7% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 370,184 | $2,437 萬 | 2.4% | +281,099+315.5% | 加碼依 5 比 1 拆股換算 | 歷史 |
| CMICummins Inc | Stock | 28,573 | $2,038 萬 | 2.0% | +28,573 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 35,043 | $2,036 萬 | 2.0% | +6,870+24.4% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 614,525 | $1,756 萬 | 1.7% | +346,189+129.0% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 89,707 | $1,655 萬 | 1.6% | +89,707 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 64,856 | $1,651 萬 | 1.6% | +64,856 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 8,270 | $1,645 萬 | 1.6% | +3,921+90.2% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 100,042 | $1,621 萬 | 1.6% | +100,042 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 54,614 | $1,485 萬 | 1.5% | +54,614 | 新進 | 歷史 |
| GILGildan Activewear Inc. | Stock | 283,939 | $1,465 萬 | 1.5% | +283,939 | 新進 | 歷史 |
| NTNXNutanix, Inc. | Stock | 283,175 | $1,443 萬 | 1.4% | +219,407+344.1% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 24,529 | $1,375 萬 | 1.4% | +24,529 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 27,400 | $1,258 萬 | 1.2% | +27,400 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 19,400 | $1,239 萬 | 1.2% | +11,387+142.1% | 加碼 | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 346,349 | $1,172 萬 | 1.2% | +346,349 | 新進 | 歷史 |
| THTarget Hospitality Corp. | COM | 556,093 | $1,132 萬 | 1.1% | +418,402+303.9% | 加碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 145,702 | $1,091 萬 | 1.1% | +145,702 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 39,672 | $1,059 萬 | 1.1% | +39,672 | 新進 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 37,449 | $1,055 萬 | 1.0% | +20,793+124.8% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 34,749 | $1,038 萬 | 1.0% | +34,749 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 34,196 | $1,035 萬 | 1.0% | −19,228−36.0% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 189,358 | $1,034 萬 | 1.0% | +189,358 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 19,844 | $1,019 萬 | 1.0% | +19,844 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 29,648 | $1,011 萬 | 1.0% | +29,648 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 116,158 | $1,003 萬 | 1.0% | +116,158 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 233,645 | $965.4 萬 | 1.0% | +233,645 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 104,482 | $958.9 萬 | 1.0% | +104,482 | 新進 | 歷史 |
| MKSIMKS Inc | COM | 21,068 | $937.1 萬 | 0.9% | −15,738−42.8% | 減碼 | 歷史 |
| UCTTUltra Clean Holdings, Inc. | COM | 64,750 | $923.3 萬 | 0.9% | +64,750 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 51,073 | $906.4 萬 | 0.9% | −22,724−30.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 32,055 | $900.8 萬 | 0.9% | +32,055 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 5,306 | $900.6 萬 | 0.9% | +5,306 | 新進 | 歷史 |
| BWABorgwarner Inc | COM | 121,734 | $808.3 萬 | 0.8% | +121,734 | 新進 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 33,639 | $798.4 萬 | 0.8% | +33,639 | 新進 | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 68,462 | $787.4 萬 | 0.8% | +68,462 | 新進 | 歷史 |
| OPLNOPENLANE, Inc. | COM | 184,876 | $762.4 萬 | 0.8% | +184,876 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 168,237 | $758.9 萬 | 0.8% | +168,237 | 新進 | 歷史 |
| INIOInnio N.V. | ORDINARY SHARES | 190,000 | $751.5 萬 | 0.7% | +190,000 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 18,203 | $741.3 萬 | 0.7% | +258+1.4% | 加碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 187,316 | $689.1 萬 | 0.7% | +187,316 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 9,510 | $687.6 萬 | 0.7% | −12,247−56.3% | 減碼 | 歷史 |
| MBLYMobileye Global Inc. | Stock | 665,610 | $644.3 萬 | 0.6% | +665,610 | 新進 | 歷史 |
| ATIAti Inc | Stock | 32,325 | $637.1 萬 | 0.6% | +32,325 | 新進 | 歷史 |
| DPCDPC Holdings PLC | ORDINARY SHARES | 126,500 | $620.6 萬 | 0.6% | +126,500 | 新進 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 230,017 | $602.2 萬 | 0.6% | +230,017 | 新進 | 歷史 |
| SXTSensient Technologies Corp | COM | 44,807 | $552.4 萬 | 0.5% | +44,807 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 38,276 | $534.4 萬 | 0.5% | +38,276 | 新進 | 歷史 |
| SMTCSemtech Corp | Stock | 32,321 | $523.1 萬 | 0.5% | +13,471+71.5% | 加碼 | 歷史 |
| VICRVicor Corp | COM | 13,650 | $518.4 萬 | 0.5% | +13,650 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 36,337 | $512.9 萬 | 0.5% | +36,337 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 64,863 | $511.3 萬 | 0.5% | +64,863 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 44,571 | $509.4 萬 | 0.5% | +44,571 | 新進 | 歷史 |
| WHDCactus, Inc. | CL A | 98,078 | $502.5 萬 | 0.5% | +98,078 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 16,816 | $500.9 萬 | 0.5% | +16,816 | 新進 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 61,132 | $498.5 萬 | 0.5% | +61,132 | 新進 | 歷史 |
| WWDWoodward, Inc. | COM | 11,587 | $493.0 萬 | 0.5% | +11,587 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 33,974 | $486.2 萬 | 0.5% | +33,974 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 66,225 | $477.9 萬 | 0.5% | +66,225 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 50,998 | $441.7 萬 | 0.4% | +50,998 | 新進 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 43,630 | $432.5 萬 | 0.4% | −73,927−62.9% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 16,970 | $426.9 萬 | 0.4% | −3,056−15.3% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 308,761 | $410.0 萬 | 0.4% | +6,584+2.2% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 14,699 | $396.3 萬 | 0.4% | +14,699 | 新進 | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 219,238 | $396.2 萬 | 0.4% | +219,238 | 新進 | 歷史 |
| TTMITTM Technologies Inc | COM | 19,603 | $366.6 萬 | 0.4% | +19,603 | 新進 | 歷史 |
| FLSFlowserve Corp | COM | 49,273 | $365.4 萬 | 0.4% | +49,273 | 新進 | 歷史 |
| CGNXCognex Corp | COM | 49,336 | $357.3 萬 | 0.4% | +49,336 | 新進 | 歷史 |
| LMBLimbach Holdings, Inc. | COM | 37,585 | $289.4 萬 | 0.3% | +37,585 | 新進 | 歷史 |
| BMIBadger Meter Inc | COM | 13,814 | $205.0 萬 | 0.2% | +13,814 | 新進 | 歷史 |
| JMIAJumia Technologies AG | SPONSORED ADS | 176,923 | $124.7 萬 | 0.1% | +176,923 | 新進 | 歷史 |
| UTIUniversal Technical Institute Inc | COM | 11,081 | $47.4 萬 | <0.1% | +11,081 | 新進 | 歷史 |
2026 年第 1 季之後清倉（24 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 212,788 | $2,046 萬 | 4.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 85,626 | $1,855 萬 | 3.7% | 歷史 |
| DYDycom Industries Inc | COM | 44,921 | $1,522 萬 | 3.1% | 歷史 |
| SLBSLB Limited | Stock | 286,944 | $1,475 萬 | 3.0% | 歷史 |
| BKRBaker Hughes Co | CL A | 238,057 | $1,453 萬 | 2.9% | 歷史 |
| INTUIntuit Inc. | Stock | 33,061 | $1,429 萬 | 2.9% | 歷史 |
| FDXFedEx Corp | Stock | 32,833 | $1,169 萬 | 2.3% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 178,508 | $1,028 萬 | 2.1% | 歷史 |
| LITELumentum Holdings Inc. | COM | 12,150 | $853.9 萬 | 1.7% | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 429,185 | $784.1 萬 | 1.6% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 53,068 | $626.5 萬 | 1.3% | 歷史 |
| SHOPShopify Inc. | Stock | 46,425 | $550.7 萬 | 1.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 28,902 | $504.1 萬 | 1.0% | 歷史 |
| USFDUS Foods Holding Corp. | COM | 54,048 | $498.4 萬 | 1.0% | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 732,064 | $481.7 萬 | 1.0% | 歷史 |
| HUBSHubSpot Inc | COM | 16,255 | $396.8 萬 | 0.8% | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,275 | $349.0 萬 | 0.7% | 歷史 |
| MWHSOLV Energy, Inc. | COM SHS CL A | 103,573 | $311.0 萬 | 0.6% | 歷史 |
| COHRCoherent Corp. | COM | 12,895 | $307.2 萬 | 0.6% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 17,040 | $307.1 萬 | 0.6% | 歷史 |
| CDWCDW Corp | COM | 16,813 | $203.5 萬 | 0.4% | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 83,883 | $181.9 萬 | 0.4% | 歷史 |
| PTRNPattern Group Inc. | COM SER A | 144,028 | $179.0 萬 | 0.4% | 歷史 |
| VNETVNET Group, Inc. | SPONSORED ADS A | 195,728 | $164.2 萬 | 0.3% | 歷史 |