Avantyr Capital Partners, LP Ning Jin
New York, NY 3 processed 13Fs on this site, 2025 Q4 to 2026 Q2
- $2.7B
- 24 holdings
- 2026 Q2
- +30.5% QoQ
- Top 5 40.3%
Ning Jin's biggest moves in 2026 Q2 were opening MSG Sports and Ford, adding to Somnigroup International and Louisiana Pacific, trimming Charles Schwab and Johnson Controls, and selling out of ASML and Linde.
AUM over time
Latest book
| V, Visa | Add +35.4% | 798,902 | $343.09 | $274M | +208,660 | +$96M | |
| JCI, Johnson Controls | Reduce −16.5% | 1,571,784 | $146.11 | $230M | −311,047 | −$17M | |
| USFD, US Foods | Add +34.9% | 2,159,092 | $102.25 | $221M | +558,228 | +$73M | |
| MSGS, MSG Sports | New | 467,014 | $401.84 | $188M | +467,014 | +$188M | |
| VMC, Vulcan Materials | Add +15.8% | 624,305 | $295.01 | $184M | +85,211 | +$37M | |
| COF, Capital One | Add +41.1% | 866,466 | $200.62 | $174M | +252,171 | +$62M | |
| SGI, Somnigroup International | Add +244.9% | 2,153,090 | $78.40 | $169M | +1,528,886 | +$123M | |
| UNP, Union Pacific | Add +40.6% | 455,085 | $272.00 | $124M | +131,373 | +$45M | |
| LPX, Louisiana Pacific | Add +148.6% | 1,547,490 | $78.66 | $122M | +924,980 | +$76M | |
| NVDA, Nvidia | Reduce −20.6% | 553,437 | $200.09 | $111M | −143,217 | −$11M | |
| F, Ford | New | 7,299,953 | $13.90 | $101M | +7,299,953 | +$101M | |
| AER, Aercap | Reduce −35.3% | 685,964 | $145.78 | $100M | −373,585 | −$45M | |
| FWONK, Liberty Media | Hold | 993,052 | $95.14 | $94M | — | — | |
| LFUS, Littelfuse | New | 202,758 | $455.33 | $92M | +202,758 | +$92M | |
| INTC, Intel | Reduce −39.4% | 538,025 | $139.63 | $75M | −349,241 | +$36M | |
| META, Meta Platforms | Reduce −31.7% | 133,338 | $563.29 | $75M | −61,762 | −$37M | |
| COMP, Compass | New | 5,603,477 | $12.33 | $69M | +5,603,477 | +$69M | |
| AMZN, Amazon | Add +9.6% | 282,886 | $238.34 | $67M | +24,740 | +$14M | |
| AAMI, Acadian Asset Management | New | 767,793 | $71.52 | $55M | +767,793 | +$55M | |
| SCHW, Charles Schwab | Reduce −71.0% | 471,600 | $92.27 | $44M | −1,152,591 | −$109M | |
| CPNG, Coupang | New | 2,429,000 | $17.37 | $42M | +2,429,000 | +$42M | |
| SPCX, Space Exploration | New | 244,028 | $170.86 | $42M | +244,028 | +$42M | |
| WOLF, Wolfspeed | New | 811,392 | $48.25 | $39M | +811,392 | +$39M | |
| MSGE, MSG Entertainment | Reduce −50.2% | 314,000 | $80.89 | $25M | −316,861 | −$12M |
Exits / last held
Gone since 2026 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ASML | Exit | 0 | $1,321 | $178M | −134,603 | −$178M | |
| LIN, Linde | Exit | 0 | $495.76 | $52M | −105,356 | −$52M | |
| VSNT, Versant Media Group | Exit | 0 | $37.02 | $38M | −1,035,872 | −$38M | |
| WIT, Wipro | Exit | 0 | $2.12 | $29M | −13,886,108 | −$29M | |
| FAF, First American Financial | Exit | 0 | $60.29 | $25M | −414,766 | −$25M | |
| CORZ, Core Scientific | Exit | 0 | $14.96 | $12M | −798,137 | −$12M |
Filings history
3 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2