Featured 13F manager
Avantyr Capital Partners, LP Ning Jin
New York, NY 3 processed 13Fs on this site · 2025 Q4–2026 Q2
- $2.7B
- 24 Positions
- 2026 Q2
- +30.5% QoQ
- Top 5 40.3%
Ning Jin files Avantyr Capital Partners, LP as a Form 13F. The latest book is 2026 Q2 at $2.7B, up 30.5% QoQ, led by VISA, Johnson Controls, and US Foods.
Portfolio
top 5 40.3% · top 10 66.1%
- V - VISA · CL A 10.1%
- JCI - Johnson Controls 8.4%
- USFD - US Foods 8.1%
- MSGS - MSG Sports · CL A 6.9%
- VMC - Vulcan Matls 6.8%
- COF - Capital One Finl 6.4%
- SGI - Somnigroup International 6.2%
- UNP - Union Pac 4.6%
- LPX - Louisiana Pac 4.5%
- NVDA - Nvidia 4.1%
- F - Ford Mtr 3.7%
- AER - Aercap 3.7%
- Other 26.5%
AUM over time
Latest book
| V - VISA · CL A | 10.09% | Add +35.4% | 798,902 | $343.09 | $274M | +208,660 | +$96M |
| JCI - Johnson Controls | 8.45% | Reduce −16.5% | 1,571,784 | $146.11 | $230M | −311,047 | −$17M |
| USFD - US Foods | 8.13% | Add +34.9% | 2,159,092 | $102.25 | $221M | +558,228 | +$73M |
| MSGS - MSG Sports · CL A | 6.91% | New | 467,014 | $401.84 | $188M | +467,014 | +$188M |
| VMC - Vulcan Matls | 6.78% | Add +15.8% | 624,305 | $295.01 | $184M | +85,211 | +$37M |
| COF - Capital One Finl | 6.40% | Add +41.1% | 866,466 | $200.62 | $174M | +252,171 | +$62M |
| SGI - Somnigroup International | 6.21% | Add +244.9% | 2,153,090 | $78.40 | $169M | +1,528,886 | +$123M |
| UNP - Union Pac | 4.56% | Add +40.6% | 455,085 | $272.00 | $124M | +131,373 | +$45M |
| LPX - Louisiana Pac | 4.48% | Add +148.6% | 1,547,490 | $78.66 | $122M | +924,980 | +$76M |
| NVDA - Nvidia | 4.08% | Reduce −20.6% | 553,437 | $200.09 | $111M | −143,217 | −$11M |
| F - Ford Mtr | 3.73% | New | 7,299,953 | $13.90 | $101M | +7,299,953 | +$101M |
| AER - Aercap | 3.68% | Reduce −35.3% | 685,964 | $145.78 | $100M | −373,585 | −$45M |
| FWONK - Liberty Media Del | 3.48% | Hold | 993,052 | $95.14 | $94M | — | — |
| LFUS - Littelfuse | 3.40% | New | 202,758 | $455.33 | $92M | +202,758 | +$92M |
| INTC - Intel | 2.76% | Reduce −39.4% | 538,025 | $139.63 | $75M | −349,241 | +$36M |
| META - Meta Platforms · CL A | 2.76% | Reduce −31.7% | 133,338 | $563.29 | $75M | −61,762 | −$37M |
| COMP - Compass · CL A | 2.54% | New | 5,603,477 | $12.33 | $69M | +5,603,477 | +$69M |
| AMZN - Amazon | 2.48% | Add +9.6% | 282,886 | $238.34 | $67M | +24,740 | +$14M |
| AAMI - Acadian Asset Management | 2.02% | New | 767,793 | $71.52 | $55M | +767,793 | +$55M |
| SCHW - Schwab Charles | 1.60% | Reduce −71.0% | 471,600 | $92.27 | $44M | −1,152,591 | −$109M |
| CPNG - Coupang · CL A | 1.55% | New | 2,429,000 | $17.37 | $42M | +2,429,000 | +$42M |
| SPCX - Space Exploration Techn · CLASS A | 1.53% | New | 244,028 | $170.86 | $42M | +244,028 | +$42M |
| WOLF - Wolfspeed | 1.44% | New | 811,392 | $48.25 | $39M | +811,392 | +$39M |
| MSGE - MSG Entertainment · CL A | 0.93% | Reduce −50.2% | 314,000 | $80.89 | $25M | −316,861 | −$12M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ASML — | 8.54% | Exit | 0 | $1,321 | $178M | −134,603 | −$178M |
| LIN - Linde | 2.51% | Exit | 0 | $495.76 | $52M | −105,356 | −$52M |
| VSNT - Versant Media Group · CL A | 1.84% | Exit | 0 | $37.02 | $38M | −1,035,872 | −$38M |
| WIT - Wipro | 1.41% | Exit | 0 | $2.12 | $29M | −13,886,108 | −$29M |
| FAF - First Amern Finl | 1.20% | Exit | 0 | $60.29 | $25M | −414,766 | −$25M |
| CORZ - Core Scientific | 0.57% | Exit | 0 | $14.96 | $12M | −798,137 | −$12M |
Filings history
3 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 24 | $2.7B | +30.5% | 13F-HR | 8/14/2026 | 000208737826000005 |
| 2026 Q1 | 22 | $2.1B | +24.7% | 13F-HR | 5/15/2026 | 000208737826000004 |
| 2025 Q4 | 25 | $1.7B | — | 13F-HR | 2/17/2026 | 000208737826000002 |
About
Avantyr Capital Partners, LP
3 processed 13Fs on this site · 2025 Q4–2026 Q2