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LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
报告期 2026-03-31 · CIK 0001536186
持仓数
703
前50大市值合计
$506.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 51
增持 34
减持 31
清仓 34
方向
标的
Δ市值
现股数(环比)
建仓
ELF
E L F BEAUTY INC
+$12.5M
100,607
建仓
FIVE
FIVE BELOW INC
+$10.6M
80,820
增持
AFRM
AFFIRM HLDGS INC
+$9.9M
218,818
+90%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
DLTR
DOLLAR TREE INC
+$9.5M
96,004
清仓
EAT
BRINKER INTL INC
-$9.3M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$8.4M
485,991
+7%
建仓
GAP
GAP INC
+$8.1M
371,648
减持
HIMS
HIMS & HERS HEALTH INC
-$7.8M
11,068
-96%
清仓
CROX
CROCS INC
-$7.8M
0
-100%
建仓
GRPN
GROUPON INC
+$7.7M
228,777
清仓
V
VISA INC
-$7.5M
0
-100%
建仓
TEM
TEMPUS AI INC
+$7.2M
113,791
减持
URBN
URBAN OUTFITTERS INC
-$7.0M
18,689
-88%
建仓
W
WAYFAIR INC
+$6.8M
133,743
建仓
ROST
ROSS STORES INC
+$6.8M
53,408
建仓
ALK
ALASKA AIR GROUP INC
+$6.7M
135,861
建仓
SHAK
SHAKE SHACK INC
+$6.7M
47,660
增持
BOOT
BOOT BARN HLDGS INC
+$6.7M
62,276
+139%
减持
TRIP
TRIPADVISOR INC
-$6.6M
26,312
-95%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$6.1M
92,647
-55%
增持
UPST
UPSTART HLDGS INC
+$6.0M
142,183
+103%
增持
ULTA
ULTA BEAUTY INC
+$5.9M
13,167
+1803%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$5.8M
318,124
-60%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$5.7M
16,871
+412%
建仓
JBLU
JETBLUE AWYS CORP
+$5.5M
1,298,992
增持
ROKU
ROKU INC
+$5.5M
88,393
+169%
减持
—
ALCON AG
-$5.4M
16,631
-77%
清仓
—
FOOT LOCKER INC
-$5.3M
0
-100%
建仓
RUN
SUNRUN INC
+$5.3M
644,474
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$5.2M
0
-100%
清仓
AZO
AUTOZONE INC
-$5.2M
0
-100%
减持
HEI/A
HEICO CORP NEW
+$5.1M
108,311
-0%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$5.1M
20,841
-79%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.9M
6,427
-52%
减持
CUBE
CUBESMART
-$4.8M
94,114
-54%
建仓
WWW
WOLVERINE WORLD WIDE INC
+$4.8M
266,065
清仓
—
SHARKNINJA INC
-$4.7M
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$4.6M
0
-100%
建仓
EMR
EMERSON ELEC CO
+$4.6M
34,402
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$4.5M
387,789
减持
NKE
NIKE INC
-$4.5M
10,820
-87%
减持
CMCSA
COMCAST CORP NEW
-$4.4M
30,365
-80%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$4.4M
66,596
增持
CRI
CARTERS INC
+$4.4M
371,266
+122%
减持
—
HELEN OF TROY LTD
-$4.3M
92,907
-29%
建仓
WINA
WINMARK CORP
+$4.3M
11,471
清仓
DUOL
DUOLINGO INC
-$4.3M
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$4.3M
32,495
增持
PINS
PINTEREST INC
+$4.2M
288,927
+46%
建仓
CBRL
CRACKER BARREL OLD CTRY STOR
+$4.2M
69,222
建仓
GPC
GENUINE PARTS CO
+$4.2M
34,802
增持
MTCH
MATCH GROUP INC NEW
+$4.2M
168,549
+427%
建仓
—
ON HLDG AG
+$4.1M
79,066
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$4.1M
203,836
增持
CCI
CROWN CASTLE INC
+$4.1M
48,112
+501%
建仓
BKE
BUCKLE INC
+$4.1M
89,773
增持
FIZZ
NATIONAL BEVERAGE CORP
+$4.0M
123,171
+278%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$3.9M
0
-100%
建仓
KR
KROGER CO
+$3.9M
53,825
清仓
CELH
CELSIUS HLDGS INC
-$3.8M
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$3.8M
22,821
建仓
DASH
DOORDASH INC
+$3.7M
14,946
清仓
SG
SWEETGREEN INC
-$3.7M
0
-100%
清仓
JJSF
J & J SNACK FOODS CORP
-$3.6M
0
-100%
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$3.6M
0
-100%
减持
ROOT
ROOT INC
-$3.5M
73,463
-24%
清仓
NVDA
NVIDIA CORPORATION
-$3.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$3.3M
1,030
-90%
清仓
LZ
LEGALZOOM COM INC
-$3.3M
0
-100%
清仓
ADSK
AUTODESK INC
-$3.3M
0
-100%
减持
KDP
KEURIG DR PEPPER INC
-$3.3M
11,354
-89%
增持
DIS
DISNEY WALT CO
+$3.2M
55,042
+51%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$3.2M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$3.2M
33,799
-57%
减持
CPB
THE CAMPBELLS COMPANY
-$3.2M
35,133
-67%
清仓
SBUX
STARBUCKS CORP
-$3.1M
0
-100%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$3.1M
196,119
-8%
建仓
KO
COCA COLA CO
+$3.1M
43,856
减持
YOU
CLEAR SECURE INC
-$3.1M
146,879
-47%
清仓
SONO
SONOS INC
-$3.1M
0
-100%
建仓
UTZ
UTZ BRANDS INC
+$3.0M
236,392
减持
MZTI
LANCASTER COLONY CORP
-$2.9M
5,129
-76%
清仓
DRI
DARDEN RESTAURANTS INC
-$2.9M
0
-100%
增持
CLSK
CLEANSPARK INC
+$2.9M
283,959
+629%
清仓
ESS
ESSEX PPTY TR INC
-$2.9M
0
-100%
增持
CHDN
CHURCHILL DOWNS INC
+$2.8M
85,714
+64%
建仓
ANET
ARISTA NETWORKS INC
+$2.8M
27,708
建仓
TMUS
T-MOBILE US INC
+$2.8M
11,763
减持
GWW
GRAINGER W W INC
-$2.8M
3,548
-46%
清仓
CAKE
CHEESECAKE FACTORY INC
-$2.8M
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$2.8M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$2.8M
43,011
减持
F
FORD MTR CO
-$2.7M
435,631
-42%
减持
RA
BROOKFIELD REAL ASSETS INCOM
-$2.7M
104,672
-67%
建仓
RDDT
REDDIT INC
+$2.7M
17,950
增持
TOST
TOAST INC
+$2.7M
113,694
+61%
清仓
LOVE
LOVESAC COMPANY
-$2.7M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$2.7M
16,909
+258%
增持
UBER
UBER TECHNOLOGIES INC
+$2.7M
66,483
+37%
清仓
HLN
HALEON PLC
-$2.7M
0
-100%
减持
GRND
GRINDR INC
-$2.6M
11,705
-93%
建仓
MCD
MCDONALDS CORP
+$2.6M
8,890
增持
GH
GUARDANT HEALTH INC
+$2.6M
75,621
+139%
清仓
KVUE
KENVUE INC
-$2.6M
0
-100%
建仓
SHY
ISHARES TR
+$2.6M
31,124
建仓
D
DOMINION ENERGY INC
+$2.6M
45,523
建仓
GDDY
GODADDY INC
+$2.5M
14,115
清仓
RIOT
RIOT PLATFORMS INC
-$2.5M
0
-100%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$2.5M
282,193
-60%
建仓
TGT
TARGET CORP
+$2.5M
25,539
增持
DIN
DINE BRANDS GLOBAL INC
+$2.5M
224,733
+76%
增持
ADI
ANALOG DEVICES INC
+$2.5M
15,216
+169%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$2.5M
257,777
增持
FWONA
LIBERTY MEDIA CORP DEL
+$2.5M
69,300
+37%
增持
MTN
VAIL RESORTS INC
+$2.4M
17,858
+661%
清仓
KLG
WK KELLOGG CO
-$2.4M
0
-100%
建仓
HMC
HONDA MOTOR LTD
+$2.4M
83,682
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$2.4M
130,034
-52%
建仓
BNY
BANK NEW YORK MELLON CORP
+$2.4M
26,075
减持
LLY
ELI LILLY & CO
-$2.4M
2,234
-55%
建仓
IT
GARTNER INC
+$2.4M
5,850
减持
CAG
CONAGRA BRANDS INC
-$2.4M
87,325
-44%
增持
—
ODDITY TECH LTD
+$2.4M
71,652
+2%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$2.3M
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$2.3M
7,212
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$2.3M
183,790
+8%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$2.3M
5,654
建仓
PGNY
PROGYNY INC
+$2.3M
103,329
增持
MDB
MONGODB INC
+$2.2M
12,708
+429%
建仓
RL
RALPH LAUREN CORP
+$2.2M
8,162
清仓
NFLX
NETFLIX INC
-$2.2M
0
-100%
清仓
UPBD
UPBOUND GROUP INC
-$2.2M
0
-100%
清仓
—
SKECHERS U S A INC
-$2.2M
0
-100%
增持
NYT
NEW YORK TIMES CO
+$2.2M
136,237
+25%
建仓
OVV
OVINTIV INC
+$2.2M
58,241
增持
SVV
SAVERS VALUE VLG INC
+$2.2M
362,383
+67%
增持
APH
AMPHENOL CORP NEW
+$2.2M
38,291
+58%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$2.2M
0
-100%
建仓
EQIX
EQUINIX INC
+$2.2M
2,743
减持
FCFS
FIRSTCASH HOLDINGS INC
-$2.2M
29,801
-42%
减持
MA
MASTERCARD INCORPORATED
-$2.2M
364
-92%
建仓
DOCS
DOXIMITY INC
+$2.2M
35,315
增持
THO
THOR INDS INC
+$2.2M
50,529
+65%
建仓
DDOG
DATADOG INC
+$2.1M
15,986
增持
GIS
GENERAL MLS INC
+$2.1M
58,415
+295%
增持
ROL
ROLLINS INC
+$2.1M
52,022
+254%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$2.1M
17,399
+260%
建仓
WMT
WALMART INC
+$2.1M
21,637
建仓
GGT
GABELLI MULTIMEDIA TR INC
+$2.1M
510,724
增持
PH
PARKER-HANNIFIN CORP
+$2.1M
5,035
+117%
