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Parkwood LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Parkwood LLC

报告期 2026-03-31 · CIK 0001597823

持仓数

85

前50大市值合计

$982.8M

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 82 项建仓 19增持 23减持 23清仓 17

方向

标的

Δ市值

现股数(环比)

增持

XBI SS SPDR S&P BIOTECH ETF

+$29.4M

460,000 +4900%

建仓

AXON AXON ENTERPRISE INC

+$27.4M

38,250

建仓

NET CLOUDFLARE INC - CLASS A

+$18.8M

87,750

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。

减持

VTI VANGUARD TOTAL STOCK MKT ETF

-$18.4M

406,545 -19%

建仓

SHOP SHOPIFY INC - CLASS A

+$17.7M

119,027

增持

TLT ISHARES 20 YEAR TREASURY BD

+$15.6M

300,000 +9900%

清仓

— ASTRAZENECA PLC-SPONS ADR

-$15.3M

0 -100%

减持

TSM TAIWAN SEMICONDUCTOR-SP ADR

-$15.0M

55,109 -66%

建仓

NVDA NVIDIA CORP

+$14.6M

78,239

清仓

BAC BANK OF AMERICA CORP

-$14.5M

0 -100%

清仓

USB US BANCORP

-$14.1M

0 -100%

建仓

LRCX LAM RESEARCH CORP

+$13.9M

104,015

减持

SCHW SCHWAB (CHARLES) CORP

-$13.2M

75,532 -66%

增持

AMZN AMAZON.COM INC

+$12.3M

102,296 +121%

减持

PM PHILIP MORRIS INTERNATIONAL

-$12.3M

101,345 -36%

清仓

SNY SANOFI-ADR

-$12.1M

0 -100%

清仓

INTU INTUIT INC

-$12.0M

0 -100%

建仓

C CITIGROUP INC

+$11.5M

112,967

减持

PBR PETROLEO BRASILEIRO-SPON ADR

-$11.1M

593,505 -60%

清仓

NVO NOVO-NORDISK A/S-SPONS ADR

-$11.0M

0 -100%

清仓

FISV FISERV INC

-$10.9M

0 -100%

减持

NVS NOVARTIS AG-SPONSORED ADR

-$10.5M

132,966 -42%

减持

BIL SS SPDR BB 1-3M T-BILL ETF

-$10.4M

22,270 -84%

建仓

AN AUTONATION INC

+$9.8M

44,975

清仓

AMT AMERICAN TOWER CORP

-$9.8M

0 -100%

清仓

BABA ALIBABA GROUP HOLDING-SP ADR

-$9.7M

0 -100%

建仓

DDOG DATADOG INC - CLASS A

+$9.7M

67,919

建仓

CPNG COUPANG INC

+$9.5M

296,337

清仓

BAX BAXTER INTERNATIONAL INC

-$9.5M

0 -100%

减持

— ARCH CAPITAL GROUP LTD

-$8.5M

100,286 -48%

建仓

TXN TEXAS INSTRUMENTS INC

+$8.5M

46,317

清仓

V VISA INC-CLASS A SHARES

-$8.5M

0 -100%

建仓

MCHP MICROCHIP TECHNOLOGY INC

+$8.4M

130,842

清仓

— STEELCASE INC-CL A

-$8.4M

0 -100%

增持

META META PLATFORMS INC-CLASS A

+$8.0M

37,071 +42%

清仓

FNF FIDELITY NATIONAL FINANCIAL

-$7.9M

0 -100%

建仓

BLDR BUILDERS FIRSTSOURCE INC

+$7.2M

59,489

增持

AAP ADVANCE AUTO PARTS INC

+$6.9M

387,863 +7%

建仓

— MONDAY.COM LTD

+$6.9M

35,381

建仓

— CHUBB LTD

+$6.8M

24,270

减持

— TOTALENERGIES SE -SPON ADR

-$6.7M

105,137 -50%

清仓

FTV FORTIVE CORP

-$6.7M

0 -100%

清仓

FG F&G ANNUITIES & LIFE INC

-$6.6M

0 -100%

增持

CORZ CORE SCIENTIFIC INC

+$6.6M

700,000 +100%

增持

GOOG ALPHABET INC-CL C

+$6.0M

87,258 +1%

减持

ELV ELEVANCE HEALTH INC

-$5.9M

54,052 -10%

增持

MSFT MICROSOFT CORP

+$5.8M

29,177 +56%

增持

SNX TD SYNNEX CORP

+$5.6M

132,638 +11%

建仓

TSLA TESLA INC

+$5.3M

11,905

增持

CDNS CADENCE DESIGN SYS INC

+$4.8M

49,347 +22%

减持

ENB ENBRIDGE INC

-$4.7M

162,782 -43%

清仓

JNJ JOHNSON & JOHNSON

-$4.0M

0 -100%

建仓

CTSH COGNIZANT TECH SOLUTIONS-A

+$4.0M

59,590

减持

IBIT ISHARES BITCOIN TRUST ETF

-$3.4M

296,000 -20%

减持

APH AMPHENOL CORP-CL A

+$3.0M

124,567 -1%

增持

OMF ONEMAIN HOLDINGS INC

+$2.9M

299,632 +22%

增持

SLM SLM CORP

+$2.8M

445,348 +53%

增持

APO APOLLO GLOBAL MANAGEMENT INC

+$2.3M

70,112 +42%

清仓

RAL RALLIANT CORP

-$2.1M

0 -100%

减持

CVS CVS HEALTH CORP

-$1.9M

178,341 -20%

减持

URI UNITED RENTALS INC

-$1.8M

9,210 -34%

减持

NOW SERVICENOW INC

-$1.7M

11,951 -3%

增持

MRP MILLROSE PROPERTIES

+$1.6M

269,655 +3%

减持

PGR PROGRESSIVE CORP

-$1.4M

46,722 -4%

增持

CNQ CANADIAN NATURAL RESOURCES

+$1.3M

654,874 +5%

增持

ROP ROPER TECHNOLOGIES INC

-$996.0K

16,423 +1%

增持

PRI PRIMERICA INC

+$958.0K

32,942 +10%

增持

— SPOTIFY TECHNOLOGY SA

+$833.0K

20,408 +17%

减持

DASH DOORDASH INC - A

-$830.0K

58,436 -14%

增持

MELI MERCADOLIBRE INC

+$755.0K

5,782 +18%

减持

PEP PEPSICO INC

-$676.0K

35,873 -17%

减持

PG PROCTER & GAMBLE CO/THE

-$663.0K

34,661 -8%

增持

WFC WELLS FARGO & CO

+$568.0K

131,970 +1%

增持

UHAL U-HAUL HOLDING CO

+$432.0K

135,872 +12%

减持

UBER UBER TECHNOLOGIES INC

-$429.0K

152,033 -7%

建仓

DV DOUBLEVERIFY HOLDINGS INC

+$298.0K

24,909

减持

LEN LENNAR CORP-A

-$190.0K

68,919 -14%

增持

DG DOLLAR GENERAL CORP

-$119.0K

102,458 +9%

增持

MPLX MPLX LP

+$96.0K

166,815 +4%

减持

FOX FOX CORP - CLASS B

-$78.0K

131,027 -11%

建仓

REPX RILEY EXPLORATION PERMIAN IN

+$68.0K

2,500

建仓

SHPWQ SHAPEWAYS HOLDINGS INC

+$0

159,657