Darlington Partners
Scott Clark & Ramsey Jishi
报告期
Q2 2026
组合日期
2026年6月30日
持股数
10
市值
$2.3B
持仓价值趋势
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
历史持仓
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| TPG | 16.1% | 16.4% | 12.6% | 9.6% |
| FOUR | 15.4% | 12.9% | 14.0% | 13.3% |
| LPLA | 12.3% | 12.1% | 11.2% | 8.8% |
| TKO | 12.0% | 12.2% | 11.3% | 9.2% |
| CRM | 10.8% | 13.1% | 13.3% | 10.0% |
| GLBE | 10.7% | 9.7% | 5.9% | - |
| WMG | 8.0% | 8.7% | 8.2% | 13.8% |
| FUN | 7.2% | 6.9% | - | 6.7% |
| ACEL | 4.5% | 4.0% | 3.7% | - |
| LINE | 2.9% | 4.1% | - | 6.7% |
披露后主要贡献者
披露价至今涨跌幅，按组合贡献排序
TPG+29.22%
LPLA+28.28%
CRM+33.52%
GLBE+17.45%
披露后主要拖累者
披露价至今涨跌幅，按组合贡献排序
FOUR-1.60%
FUN-21.17%
WMG+0.22%
TKO-4.06%
行业分析
金融28.5%
科技26.2%
房地产2.9%
通信服务20.0%
可选消费22.4%
交易摘要
该分类暂无股票