Parsifal Capital Management, LP

报告期 2026-03-31 · CIK 0001776090

持仓数

前50大市值合计

$849.1M

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

21Q3 调仓2021-06-30 → 2021-09-30 · 共 23 项建仓 7增持 5减持 4清仓 7

方向

标的

Δ市值

现股数(环比)

建仓

BBWI BATH & BODY WORKS INC

+$156.8M

2,487,385

清仓

— L BRANDS INC

-$145.0M

0 -100%

建仓

VSXY VICTORIAS SECRET AND CO

+$120.0M

2,172,368

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

— INTERNATIONAL GAME TECHNOLOG

+$92.2M

3,502,426

清仓

VICI VICI PPTYS INC

-$89.0M

0 -100%

建仓

— ROVER GROUP INC

+$87.8M

6,464,254

建仓

NTNX NUTANIX INC

+$79.1M

2,096,888

增持

HGV HILTON GRAND VACATIONS INC

+$51.5M

4,499,269 +15%

清仓

FSLY FASTLY INC

-$50.7M

0 -100%

清仓

— TOWER SEMICONDUCTOR LTD

-$47.5M

0 -100%

清仓

CCK CROWN HLDGS INC

-$47.3M

0 -100%

建仓

CCC CCC INTELLIGENT SOLUTIONS HL

+$26.9M

2,559,980

清仓

LPRO OPEN LENDING CORP

-$23.8M

0 -100%

减持

ALLY ALLY FINL INC

-$23.6M

1,277,817 -28%

清仓

— DRAGONEER GROWTH OPPORTUN CO

-$22.2M

0 -100%

减持

— AXALTA COATING SYS LTD

-$16.4M

1,991,514 -19%

增持

— ZYNGA INC

-$14.5M

6,451,562 +9%

减持

FNF FIDELITY NATIONAL FINANCIAL

-$13.8M

1,571,613 -20%

增持

DAR DARLING INGREDIENTS INC

+$12.5M

1,275,148 +9%

减持

OMF ONEMAIN HLDGS INC

-$12.0M

2,014,952 -2%

增持

— FLEETCOR TECHNOLOGIES INC

+$7.5M

194,947 +15%

增持

GPN GLOBAL PMTS INC

+$4.9M

531,175 +26%