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PAR CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PAR CAPITAL MANAGEMENT INC

报告期 2026-03-31 · CIK 0001051359

持仓数

48

前50大市值合计

$3.45B

报告期

2026-03-31

当前持仓调仓

前 48 大持仓

标的

类型

市值

股数

占比*

SYF SYNCHRONY FINANCIAL

COM

$517.8M

7,612,137

15.0%

UAL UNITED AIRLS HLDGS INC

COM

$460.1M

4,996,850

13.3%

EXPE EXPEDIA GROUP INC

COM NEW

$450.7M

1,952,120

13.1%

WEX WEX INC

COM

$345.1M

2,254,984

10.0%

UBER UBER TECHNOLOGIES INC

COM

$268.8M

3,736,973

7.8%

DAL DELTA AIR LINES INC

COM NEW

$233.6M

3,514,445

6.8%

LUV SOUTHWEST AIRLS CO

COM

$196.1M

5,219,192

5.7%

BKNG BOOKING HOLDINGS INC

COM

$179.2M

42,573

5.2%

CVNA CARVANA CO

CL A

$109.4M

347,872

3.2%

ABNB AIRBNB INC

COM CL A

$94.4M

747,500

2.7%

ALGT ALLEGIANT TRAVEL CO

COM

$68.6M

846,191

2.0%

ALK ALASKA AIR GROUP INC

COM

$58.2M

1,581,500

1.7%

H HYATT HOTELS CORP

COM CL A

$48.7M

338,500

1.4%

TRIP TRIPADVISOR INC

COM

$43.4M

4,072,054

1.3%

LYFT LYFT INC

CL A COM

$41.6M

3,130,000

1.2%

SKYW SKYWEST INC

COM

$32.9M

357,923

1.0%

MAR MARRIOTT INTL INC NEW

CL A

$29.4M

90,000

0.9%

CAR AVIS BUDGET GROUP INC

COM

$29.2M

200,000

0.8%

SNCY SUN CTRY AIRLS HLDGS INC

COM

$24.2M

1,467,800

0.7%

V VISA INC

COM CL A

$24.2M

80,000

0.7%

SCHW SCHWAB CHARLES CORP

COM

$23.8M

253,300

0.7%

RYAAY RYANAIR HOLDINGS PLC

SPONSORED ADR

$19.9M

345,000

0.6%

JBLU JETBLUE AIRWAYS CORP

COM

$19.7M

4,457,425

0.6%

— COPA HOLDINGS SA

CL A

$17.9M

157,197

0.5%

BILL BILL HOLDINGS INC

COM

$15.3M

400,000

0.4%

AAL AMERICAN AIRLINES GROUP INC

COM

$13.4M

1,250,000

0.4%

TRVG TRIVAGO N V

SPON ADS A SHS N

$11.4M

4,193,114

0.3%

GOOG ALPHABET INC

CAP STK CL C

$10.2M

35,600

0.3%

GOOG ALPHABET INC

CAP STK CL C · 认沽

$9.6M

33,600

0.3%

GBTG GLOBAL BUSINESS TRAVEL GROUP

COM CL A

$9.4M

1,686,634

0.3%

RJET REPUBLIC AWYS HLDGS INC

COM SHS

$9.1M

506,844

0.3%

LTM LATAM AIRLINES GROUP SA

SPONSORED ADR

$8.2M

165,000

0.2%

ULCC FRONTIER GROUP HLDGS INC

COM

$7.5M

2,131,100

0.2%

HTZ HERTZ GLOBAL HLDGS INC

COM NEW

$6.5M

1,400,000

0.2%

WBS WEBSTER FINL CORP

COM

$3.5M

50,000

0.1%

CARS CARS COM INC

COM

$2.0M

246,299

0.1%

DAL DELTA AIR LINES INC

COM NEW · 认沽

$1.2M

18,000

0.0%

C CITIGROUP INC

COM NEW

$1.1M

10,000

0.0%

C CITIGROUP INC

COM NEW · 认沽

$1.1M

10,000

0.0%

CFG CITIZENS FINL GROUP INC

COM

$959.5K

16,000

0.0%

CART MAPLEBEAR INC

COM

$761.8K

20,336

0.0%

TFC TRUIST FINL CORP

COM

$689.5K

15,000

0.0%

TCOM TRIP COM GROUP LTD

ADS

$673.3K

13,523

0.0%

PINS PINTEREST INC

CL A

$583.7K

31,825

0.0%

SNAP SNAP INC

CL A

$509.2K

110,693

0.0%

ZM ZOOM COMMUNICATIONS INC

CL A

$482.3K

6,000

0.0%

CARG CARGURUS INC

COM CL A

$353.3K

10,376

0.0%

NXT NEXTPOWER INC

CLASS A COM

$208.1K

1,726

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

66%前 6 大占比

SYF15.0%UAL13.3%EXPE13.1%WEX10.0%UBER7.8%DAL6.8%