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Paralel Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Paralel Advisors LLC
报告期 2026-03-31 · CIK 0001895911
持仓数
107
前50大市值合计
$2.30B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 94 项
建仓 26
增持 26
减持 14
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
IPAR
INTERPARFUMS INC
-$33.0M
0
-100%
建仓
CART
MAPLEBEAR INC
+$31.7M
700,000
建仓
DKNG
DRAFTKINGS INC NEW
+$25.7M
600,000
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
FWRD
FORWARD AIR CORP
+$23.9M
975,000
清仓
—
FORWARD AIR CORP
-$19.6M
0
-100%
减持
WMT
WALMART INC
-$17.1M
270,000
-45%
增持
PYPL
PAYPAL HLDGS INC
+$5.1M
540,945
+1%
建仓
VST
VISTRA CORP
+$4.4M
22,750
建仓
PEGA
PEGASYSTEMS INC
+$4.2M
76,736
建仓
FTDR
FRONTDOOR INC
+$4.1M
69,537
清仓
TPR
TAPESTRY INC
-$3.7M
0
-100%
清仓
CBRE
CBRE GROUP INC
-$3.4M
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$3.4M
0
-100%
清仓
CNX
CNX RES CORP
-$3.3M
0
-100%
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$3.2M
13,083
清仓
JLL
JONES LANG LASALLE INC
-$3.2M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$3.2M
0
-100%
清仓
AVGO
BROADCOM INC
-$3.2M
0
-100%
建仓
ADSK
AUTODESK INC
+$3.2M
10,204
清仓
AZO
AUTOZONE INC
-$3.0M
0
-100%
建仓
NYT
NEW YORK TIMES CO
+$3.0M
53,863
建仓
ACA
ARCOSA INC
+$3.0M
34,642
建仓
NKE
NIKE INC
+$3.0M
42,086
建仓
GEN
GEN DIGITAL INC
+$3.0M
100,664
建仓
NTNX
NUTANIX INC
+$2.9M
38,270
建仓
MCK
MCKESSON CORP
+$2.9M
3,969
清仓
EXTR
EXTREME NETWORKS
-$2.9M
0
-100%
清仓
FHI
FEDERATED HERMES INC
-$2.8M
0
-100%
建仓
PLXS
PLEXUS CORP
+$2.8M
20,850
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$2.7M
118,502
建仓
CVS
CVS HEALTH CORP
+$2.7M
39,433
建仓
SAIC
SCIENCE APPLICATIONS INTL CO
+$2.7M
23,796
清仓
LH
LABCORP HOLDINGS INC
-$2.7M
0
-100%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$2.7M
25,546
清仓
SLGN
SILGAN HLDGS INC
-$2.6M
0
-100%
建仓
FCN
FTI CONSULTING INC
+$2.6M
16,282
建仓
TTC
TORO CO
+$2.6M
36,702
清仓
CACI
CACI INTL INC
-$2.4M
0
-100%
建仓
AMGN
AMGEN INC
+$2.4M
8,575
建仓
ACIW
ACI WORLDWIDE INC
+$2.2M
48,832
清仓
MAS
MASCO CORP
-$2.2M
0
-100%
清仓
IT
GARTNER INC
-$2.2M
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$2.1M
0
-100%
清仓
TKR
TIMKEN CO
-$2.1M
0
-100%
清仓
NSIT
INSIGHT ENTERPRISES INC
-$2.0M
0
-100%
清仓
DXC
DXC TECHNOLOGY CO
-$2.0M
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$2.0M
0
-100%
建仓
FTV
FORTIVE CORP
+$1.9M
36,507
减持
FOXA
FOX CORP
-$1.9M
47,203
-41%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.9M
0
-100%
增持
COKE
COCA COLA CONS INC
-$1.8M
19,790
+567%
清仓
FUL
FULLER H B CO
-$1.8M
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$1.8M
0
-100%
增持
JBL
JABIL INC
+$1.7M
19,635
+5%
增持
PII
POLARIS INC
+$1.6M
65,257
+160%
清仓
EFOR
ASGN INC
-$1.5M
0
-100%
减持
—
GENPACT LIMITED
-$1.5M
53,052
-30%
减持
MTN
VAIL RESORTS INC
-$1.4M
1,200
-88%
建仓
CURB
CURBLINE PPTYS CORP
+$1.4M
60,000
增持
EME
EMCOR GROUP INC
+$1.2M
7,228
+1%
减持
GDDY
GODADDY INC
-$1.1M
14,831
-30%
增持
QLYS
QUALYS INC
+$1.1M
21,215
+41%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
5,102
+0%
增持
TGT
TARGET CORP
+$1.0M
25,600
+81%
增持
TNET
TRINET GROUP INC
+$964.4K
33,715
+78%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$789.3K
33,188
+44%
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$608.8K
0
-100%
建仓
RAL
RALLIANT CORP
+$590.0K
12,168
增持
HUM
HUMANA INC
+$552.6K
10,096
+39%
增持
LDOS
LEIDOS HOLDINGS INC
+$539.5K
19,799
+3%
减持
CIEN
CIENA CORP
+$520.8K
44,211
-13%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$518.8K
17,839
+11%
增持
NVR
NVR INC
+$457.8K
369
+18%
增持
OC
OWENS CORNING NEW
+$422.7K
18,707
+24%
增持
EXP
EAGLE MATLS INC
+$382.6K
12,039
+30%
增持
—
ESSENT GROUP LTD
+$375.8K
46,287
+10%
减持
CBOE
CBOE GLOBAL MKTS INC
-$337.8K
11,810
-14%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$328.3K
97,791
+2%
清仓
AMTM
AMENTUM HOLDINGS INC
-$297.2K
0
-100%
减持
CPAY
CORPAY INC
-$294.4K
7,662
-6%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$292.8K
22,500
+55%
增持
CACC
CREDIT ACCEP CORP MICH
+$284.3K
5,175
+14%
增持
ELV
ELEVANCE HEALTH INC
+$282.9K
6,143
+27%
增持
HD
HOME DEPOT INC
+$276.7K
7,293
+11%
增持
NSP
INSPERITY INC
-$243.8K
29,941
+31%
减持
BOX
BOX INC
+$222.2K
86,573
-2%
增持
CAG
CONAGRA BRANDS INC
-$209.4K
100,135
+18%
减持
CAH
CARDINAL HEALTH INC
+$160.4K
19,392
-14%
减持
NDAQ
NASDAQ INC
+$131.3K
35,218
-11%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$107.2K
11,857
-7%
减持
DBX
DROPBOX INC
+$101.0K
100,024
-3%
增持
EEFT
EURONET WORLDWIDE INC
+$94.8K
25,004
+9%
增持
ENS
ENERSYS
+$67.8K
29,173
+10%
减持
COR
CENCORA INC
+$8.6K
9,609
-7%
