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

LB Partners LLC

报告期 2026-03-31 · CIK 0002007877

持仓数

37

前50大市值合计

$111.5M

报告期

2026-03-31

当前持仓调仓

前 37 大持仓

标的

类型

市值

股数

占比*

RELY REMITLY GLOBAL INC

COM

$24.0M

1,529,195

21.5%

COF CAPITAL ONE FINL CORP

COM

$12.8M

70,056

11.5%

— MILLICOM INTL CELLULAR S A

COM STK

$10.7M

143,000

9.6%

AXP AMERICAN EXPRESS CO

COM

$9.1M

30,000

8.1%

SPT SPROUT SOCIAL INC

COM CL A

$8.6M

1,510,979

7.7%

LPRO OPEN LENDING CORP

COM

$6.8M

5,400,841

6.1%

GOOGL ALPHABET INC

CAP STK CL A

$5.5M

19,000

4.9%

— NIQ GLOBAL INTELLIGENCE PLC

ORDINARY SHARES

$4.5M

399,700

4.1%

OPFI OPPFI INC

COM CL A

$3.9M

500,000

3.5%

GOGO GOGO INC

COM

$3.2M

804,034

2.9%

GOOG ALPHABET INC

CAP STK CL C

$2.3M

8,000

2.1%

PDD PDD HOLDINGS INC

SPONSORED ADS

$2.2M

22,000

2.0%

AMZN AMAZON COM INC

COM

$1.7M

8,000

1.5%

KKR KKR & CO INC

COM

$1.6M

17,100

1.4%

FISV FISERV INC

COM

$1.5M

27,000

1.4%

MU MICRON TECHNOLOGY INC

COM

$1.4M

4,000

1.2%

FOUR SHIFT4 PMTS INC

CL A

$1.3M

30,000

1.2%

GTLB GITLAB INC

CLASS A COM

$1.3M

60,000

1.2%

— BBB FOODS INC

CL A COM

$1.2M

35,000

1.1%

NVDA NVIDIA CORPORATION

COM

$1.0M

6,000

0.9%

LBRDK LIBERTY BROADBAND CORP

COM SER C

$909.2K

18,075

0.8%

PYPL PAYPAL HLDGS INC

COM

$904.6K

20,000

0.8%

GPN GLOBAL PMTS INC

COM

$673.0K

10,000

0.6%

NOW SERVICENOW INC

COM

$627.3K

6,000

0.6%

TFPM TRIPLE FLAG PRECIOUS METAL

COM

$517.6K

14,913

0.5%

DVN DEVON ENERGY CORP NEW

COM

$503.2K

10,000

0.5%

SGOL ETFS GOLD TR

PHYSCL GOLD SHS

$490.8K

11,000

0.4%

GLIBK GCI LIBERTY INC

COM SER C

$402.4K

10,815

0.4%

IMXI INTERNATIONAL MONEY EXPRESS

COM

$363.4K

23,000

0.3%

SPGI S&P GLOBAL INC

COM

$319.0K

750

0.3%

CVX CHEVRON CORPORATION

COM

$289.7K

1,400

0.3%

MTA METALLA RTY & STREAMING LTD

COM NEW

$238.7K

36,000

0.2%

OXY OCCIDENTAL PETE CORP

COM

$221.0K

3,400

0.2%

FRPH FRP HLDGS INC

COM

$209.7K

9,582

0.2%

BSM BLACK STONE MINERALS L P

COM UNIT

$151.2K

10,000

0.1%

MFIC MIDCAP FINANCIAL INVSTMNT CO

COM NEW

$112.4K

10,000

0.1%

— CABLE ONE INC

NOTE 1.125% 3/1

$75.0K

100,000

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

RELY21.5%COF11.5%MILLICOM INTL CELLULAR S A9.6%AXP8.1%SPT7.7%LPRO6.1%

其他

35.5%