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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 36
增持 62
减持 22
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES TR
+$45.8M
582,988
+1773%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$17.7M
348,576
+276%
增持
MO
ALTRIA GROUP INC
+$15.8M
270,416
+675%
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
BF/B
BROWN FORMAN CORP
+$13.7M
506,042
清仓
ELF
E L F BEAUTY INC
-$12.5M
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
+$12.0M
101,686
+864%
增持
BRBR
BELLRING BRANDS INC
+$11.1M
545,696
+261%
增持
WMT
WALMART INC
+$10.9M
126,656
+485%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$10.8M
526,267
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$10.2M
301,301
-38%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$9.9M
250,766
+277%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$9.5M
210,341
清仓
DLTR
DOLLAR TREE INC
-$9.5M
0
-100%
建仓
CLX
CLOROX CO DEL
+$9.5M
76,702
增持
WELL
WELLTOWER INC
+$9.3M
63,385
+385%
建仓
NWSA
NEWS CORP NEW
+$9.2M
300,000
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$9.0M
41,770
-77%
减持
FIVE
FIVE BELOW INC
-$8.3M
14,885
-82%
增持
REAL
THE REALREAL INC
+$7.9M
1,170,112
+23%
增持
RMD
RESMED INC
+$7.8M
49,017
+123%
增持
ORCL
ORACLE CORP
+$7.7M
35,657
+241%
清仓
GRPN
GROUPON INC
-$7.7M
0
-100%
增持
SPHR
SPHERE ENTERTAINMENT CO
+$7.5M
243,176
+33%
建仓
TDUP
THREDUP INC
+$7.4M
781,953
清仓
CALM
CAL MAINE FOODS INC
-$7.3M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$7.1M
48,392
+504%
减持
ROKU
ROKU INC
-$7.1M
6,685
-92%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$6.9M
0
-100%
清仓
DIS
DISNEY WALT CO
-$6.8M
0
-100%
清仓
BBY
BEST BUY INC
-$6.8M
0
-100%
增持
SJM
SMUCKER J M CO
+$6.8M
125,715
+79%
增持
ADBE
ADOBE INC
+$6.5M
26,051
+282%
减持
PINS
PINTEREST INC
-$6.5M
121,252
-58%
建仓
—
ASA GOLD AND PRECIOUS MTLS L
+$6.4M
139,975
减持
GAP
GAP INC
-$6.2M
87,901
-76%
清仓
HPQ
HP INC
-$6.2M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$6.1M
125,073
+88%
建仓
PANW
PALO ALTO NETWORKS INC
+$5.9M
29,048
增持
WDC
WESTERN DIGITAL CORP
+$5.8M
71,089
+65%
增持
LOW
LOWES COS INC
+$5.6M
23,203
+2188%
增持
WRBY
WARBY PARKER INC
+$5.5M
230,156
+482%
清仓
—
ODDITY TECH LTD
-$5.4M
0
-100%
建仓
PSA
PUBLIC STORAGE OPER CO
+$5.4M
18,600
清仓
RUN
SUNRUN INC
-$5.3M
0
-100%
增持
AEO
AMERICAN EAGLE OUTFITTERS IN
+$5.2M
451,616
+75%
增持
CMCSA
COMCAST CORP NEW
+$5.2M
201,025
+562%
清仓
TOST
TOAST INC
-$5.0M
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$5.0M
5,355
减持
ULTA
ULTA BEAUTY INC
-$4.9M
2,337
-82%
清仓
WWW
WOLVERINE WORLD WIDE INC
-$4.8M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$4.8M
69,255
+81%
增持
CABO
CABLE ONE INC
+$4.8M
45,859
+87%
减持
W
WAYFAIR INC
-$4.7M
23,836
-82%
清仓
REYN
REYNOLDS CONSUMER PRODS INC
-$4.7M
0
-100%
增持
SMPL
SIMPLY GOOD FOODS CO
+$4.6M
201,679
+1420%
增持
TMUS
T-MOBILE US INC
+$4.6M
30,799
+162%
增持
PCTY
PAYLOCITY HLDG CORP
+$4.5M
32,910
+687%
增持
TSN
TYSON FOODS INC
+$4.3M
123,585
+193%
增持
IT
GARTNER INC
+$4.3M
25,470
+335%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$4.3M
185,937
+642%
减持
F
FORD MTR CO
-$4.2M
42,161
-90%
清仓
GPC
GENUINE PARTS CO
-$4.2M
0
-100%
增持
WDAY
WORKDAY INC
+$4.2M
27,011
+184%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$4.1M
510,312
+436%
增持
CCD
CALAMOS DYNAMIC CONV & INCOM
+$4.1M
388,963
+91%
建仓
INSM
INSMED INC
+$4.1M
28,194
建仓
—
ROYAL CARIBBEAN GROUP
+$4.0M
12,393
减持
AFRM
AFFIRM HLDGS INC
-$4.0M
152,451
-30%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$4.0M
300,930
+106%
增持
AXP
AMERICAN EXPRESS CO
+$3.9M
18,644
+159%
清仓
KR
KROGER CO
-$3.9M
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.8M
119,393
+705%
建仓
HUBS
HUBSPOT INC
+$3.8M
8,147
减持
AMZN
AMAZON COM INC
-$3.8M
9,914
-64%
建仓
ERIE
ERIE INDTY CO
+$3.8M
11,919
增持
TEM
TEMPUS AI INC
+$3.8M
136,372
+20%
增持
MSFT
MICROSOFT CORP
+$3.7M
8,218
+698%
增持
CPB
THE CAMPBELLS COMPANY
+$3.7M
152,227
+333%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.7M
16,246
+740%
减持
MAS
MASCO CORP
-$3.7M
30,575
-66%
清仓
GWW
GRAINGER W W INC
-$3.7M
0
-100%
建仓
HD
HOME DEPOT INC
+$3.7M
9,022
减持
ROST
ROSS STORES INC
-$3.6M
20,870
-61%
建仓
UUUU
ENERGY FUELS INC
+$3.6M
236,024
建仓
LH
LABCORP HOLDINGS INC
+$3.6M
12,581
减持
UPST
UPSTART HLDGS INC
-$3.6M
110,859
-22%
清仓
LKQ
LKQ CORP
-$3.5M
0
-100%
建仓
CG
CARLYLE GROUP INC
+$3.5M
56,427
建仓
NTRA
NATERA INC
+$3.5M
21,899
清仓
PH
PARKER-HANNIFIN CORP
-$3.5M
0
-100%
增持
CNC
CENTENE CORP DEL
+$3.5M
109,533
+1379%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$3.5M
42,108
增持
SFIX
STITCH FIX INC
+$3.5M
825,802
+2862%
清仓
LYFT
LYFT INC
-$3.5M
0
-100%
清仓
BROS
DUTCH BROS INC
-$3.5M
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$3.5M
51,361
增持
COO
COOPER COS INC
+$3.4M
57,169
+747%
增持
—
GLOBAL E ONLINE LTD
+$3.4M
113,444
+511%
建仓
BLK
BLACKROCK INC
+$3.4M
2,897
减持
—
GARMIN LTD
-$3.4M
7,097
-71%
增持
DASH
DOORDASH INC
+$3.3M
25,715
+72%
减持
KIO
KKR INCOME OPPORTUNITIES FD
-$3.3M
54,439
-83%
增持
FOX
FOX CORP
+$3.3M
265,918
+15%
建仓
VFC
V F CORP
+$3.2M
224,932
增持
GOOGL
ALPHABET INC
+$3.2M
34,172
+19%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$3.2M
17,634
增持
ZTS
ZOETIS INC
+$3.2M
41,260
+127%
增持
RBRK
RUBRIK INC.
+$3.2M
47,648
+462%
清仓
MHK
MOHAWK INDS INC
-$3.1M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$3.1M
61,953
+132%
清仓
CLSK
CLEANSPARK INC
-$3.1M
0
-100%
清仓
KO
COCA COLA CO
-$3.1M
0
-100%
建仓
DDS
DILLARDS INC
+$3.1M
5,040
建仓
AME
AMETEK INC
+$3.1M
16,350
减持
EMR
EMERSON ELEC CO
-$3.1M
11,589
-66%
减持
YOU
CLEAR SECURE INC
-$3.1M
30,653
-79%
增持
ADT
ADT INC DEL
+$3.0M
396,215
+718%
增持
SRE
SEMPRA
+$3.0M
51,107
+147%
增持
RVLV
REVOLVE GROUP INC
+$3.0M
240,622
+127%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$3.0M
146,143
-66%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$3.0M
44,188
+48%
清仓
—
THE ODP CORP
-$3.0M
0
-100%
建仓
—
CIMPRESS PLC
+$3.0M
47,020
增持
GE
GE AEROSPACE
+$3.0M
21,827
+56%
建仓
TSCO
TRACTOR SUPPLY CO
+$2.9M
51,811
建仓
WSM
WILLIAMS SONOMA INC
+$2.9M
15,045
增持
JNJ
JOHNSON & JOHNSON
+$2.9M
18,252
+521%
减持
LEN
LENNAR CORP
-$2.9M
14,869
-66%
清仓
MKC
MCCORMICK & CO INC
-$2.9M
0
-100%
减持
AN
AUTONATION INC
-$2.9M
3,180
-82%
增持
LRCX
LAM RESEARCH CORP
+$2.9M
37,819
+68%
清仓
PII
POLARIS INC
-$2.9M
0
-100%
减持
CRI
CARTERS INC
-$2.9M
294,784
-21%
增持
ETSY
ETSY INC
+$2.9M
64,526
+127%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.9M
0
-100%
建仓
VLY
VALLEY NATL BANCORP
+$2.8M
268,793
增持
EVR
EVERCORE INC
+$2.8M
11,842
+177%
建仓
KHC
KRAFT HEINZ CO
+$2.8M
108,212
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$2.8M
30,376
+583%
清仓
PAYX
PAYCHEX INC
-$2.8M
0
-100%
建仓
CNK
CINEMARK HLDGS INC
+$2.7M
97,696
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.7M
10,484
+241%
清仓
CAH
CARDINAL HEALTH INC
-$2.7M
0
-100%
清仓
RDDT
REDDIT INC
-$2.7M
0
-100%
建仓
INVH
INVITATION HOMES INC
+$2.7M
91,283
建仓
CNP
CENTERPOINT ENERGY INC
+$2.7M
68,943
建仓
UAL
UNITED AIRLS HLDGS INC
+$2.7M
27,670
增持
MA
MASTERCARD INCORPORATED
+$2.7M
5,043
+1285%
增持
COUR
COURSERA INC
+$2.7M
321,741
+153%
建仓
FTNT
FORTINET INC
+$2.7M
31,558
