Ricky Sandler
Eminence · Ricky Sandler 的 fundamental long/short equity
Eminence Capital 是 Ricky Sandler 领导的基本面 active equity 平台，覆盖消费、科技、工业和事件驱动机会。最值得看的是长期 compounder、周期股、特殊情景和行业风险如何在公开持仓中动态切换。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
| 暂无可展示持仓。 | |||
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
SE
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 4,065,665 | -100.0% | -$336.7M |
AMZN
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 1,543,759 | -100.0% | -$321.5M |
PFGC
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 3,719,411 | -100.0% | -$318.6M |
CPNG
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 15,510,784 | -100.0% | -$292.8M |
AMD
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 1,176,963 | -100.0% | -$239.4M |
DT
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 5,304,693 | -100.0% | -$196.2M |
ABG
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 956,079 | -100.0% | -$186.8M |
LPX
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 2,533,385 | -100.0% | -$184.3M |
SNPS
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 449,220 | -100.0% | -$178.1M |
FWONK
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 1,982,673 | -100.0% | -$168.6M |
FERG
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 645,805 | -100.0% | -$150.6M |
WK
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 2,519,889 | -100.0% | -$150.3M |
THC
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 790,302 | -100.0% | -$149.1M |
VVV
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 4,425,261 | -100.0% | -$149.0M |
Z
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 3,445,538 | -100.0% | -$142.6M |
TSM
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 421,673 | -100.0% | -$142.5M |
SGI
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 1,512,994 | -100.0% | -$111.8M |
BABA
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 861,326 | -100.0% | -$108.1M |
DHR
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 561,234 | -100.0% | -$106.4M |
MDLN
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 2,279,190 | -100.0% | -$101.4M |
MTN
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 714,077 | -100.0% | -$91.6M |
MGRC
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 805,829 | -100.0% | -$88.9M |
AON
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 179,019 | -100.0% | -$57.8M |
MRSH
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 320,386 | -100.0% | -$55.6M |
EL
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 698,350 | -100.0% | -$50.1M |
MDB
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 163,008 | -100.0% | -$39.9M |
CWH
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 5,832,492 | -100.0% | -$39.8M |
PLAY
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 2,346,038 | -100.0% | -$25.4M |
RRR
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 414,491 | -100.0% | -$22.1M |
U
|
清仓 | 2026-06-30 披露 2026-07-06 | 0 | 724,782 | -100.0% | -$15.9M |
还没有观点记录。