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

Pillsbury Lake Capital LLC

报告期 2026-03-31 · CIK 0002111915

持仓数

32

前50大市值合计

$221.2M

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 调仓2025-12-31 → 2026-03-31 · 共 41 项建仓 11增持 11减持 10清仓 9

方向

标的

Δ市值

现股数(环比)

减持

IWM ISHARES TR

-$40.4M

1,302 -99%

清仓

NATL NCR ATLEOS CORPORATION

-$10.2M

0 -100%

减持

GPGI GPGI INC

-$10.0M

108,755 -82%

清仓

MGNI MAGNITE INC

-$9.5M

0 -100%

建仓

ETON ETON PHARMACEUTICALS INC

+$9.0M

364,954

建仓

FLYW FLYWIRE CORPORATION

+$9.0M

771,376

清仓

KRC KILROY RLTY CORP

-$8.4M

0 -100%

建仓

UTI UNIVERSAL TECHNICAL INST INC

+$7.9M

219,902

减持

CVCO CAVCO INDS INC DEL

-$7.5M

15,774 -38%

建仓

LMRI LUMEXA IMAGING HOLDINGS INC

+$7.0M

814,869

建仓

CROX CROCS INC

+$6.6M

79,828

清仓

ASR GRUPO AEROPORTUARIO DEL SURE

-$6.5M

0 -100%

清仓

kspi us equity KASPI KZ JSC

-$6.3M

0 -100%

建仓

WLTH WEALTHFRONT CORP

+$6.1M

658,813

增持

CRON CRONOS GROUP INC

+$5.8M

4,223,004 +130%

减持

CRTO CRITEO S A

-$5.7M

213,261 -54%

建仓

LMB LIMBACH HLDGS INC

+$4.4M

56,520

建仓

INFL LISTED FDS TR

+$4.3M

129,975

清仓

PINS PINTEREST INC

-$3.6M

0 -100%

减持

LUXE LUXEXPERIENCE BV

-$3.2M

1,176,568 -22%

清仓

BXSL BLACKSTONE SECD LENDING FD

-$2.7M

0 -100%

增持

TPB TURNING PT BRANDS INC

-$2.6M

170,058 +6%

清仓

KIND NEXTDOOR HOLDINGS INC

-$2.4M

0 -100%

增持

COMP COMPASS INC

-$2.4M

1,602,329 +20%

减持

PDFS PDF SOLUTIONS INC

-$1.9M

270,668 -28%

减持

INVE IDENTIV INC

-$1.8M

491,657 -48%

减持

LINC LINCOLN EDL SVCS CORP

-$1.5M

380,568 -46%

建仓

XOP SPDR SERIES TRUST

+$1.5M

8,379

增持

HNI HNI CORP

-$1.5M

221,201 +5%

增持

BLDE STRATA CRITICAL MEDICAL INC

+$1.4M

2,603,796 +32%

减持

MAMA MAMAS CREATIONS INC

-$1.3M

348,588 -29%

增持

BLZE BACKBLAZE INC

-$1.3M

1,961,283 +13%

增持

CLH CLEAN HARBORS INC

+$1.3M

22,917 +2%

建仓

— NEBIUS GROUP N.V.

+$1.0M

9,947

建仓

FLXS FLEXSTEEL INDS INC

+$822.7K

18,306

增持

BBW BUILD-A-BEAR WORKSHOP INC

-$524.8K

330,102 +57%

增持

CBNA CHAIN BRIDGE BANCORP INC

+$304.0K

26,860 +47%

减持

KRUS KURA SUSHI USA INC

+$237.8K

118,561 -23%

增持

BV BRIGHTVIEW HLDGS INC

-$233.4K

506,750 +3%

清仓

AEYE AUDIOEYE INC

-$211.4K

0 -100%

增持

BGSI BOYD GROUP SERVICES INC

-$192.9K

98,256 +23%

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。