Avantyr Capital Partners, LP activity
Every position Ning Jin opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
8
Add
8
Reduce
7
Exit
6
29 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| MSGS | New | 0% to 6.9% | $188M | Q1→Q2 |
| F | New | 0% to 3.7% | $101M | Q1→Q2 |
| LFUS | New | 0% to 3.4% | $92M | Q1→Q2 |
| COMP | New | 0% to 2.5% | $69M | Q1→Q2 |
| AAMI | New | 0% to 2.0% | $55M | Q1→Q2 |
| CPNG | New | 0% to 1.6% | $42M | Q1→Q2 |
| SPCX | New | 0% to 1.5% | $42M | Q1→Q2 |
| WOLF | New | 0% to 1.4% | $39M | Q1→Q2 |
| ASML | Exit | 8.5% to 0% | $178M | Q1→Q2 |
| LIN | Exit | 2.5% to 0% | $52M | Q1→Q2 |
| VSNT | Exit | 1.8% to 0% | $38M | Q1→Q2 |
| WIT | Exit | 1.4% to 0% | $29M | Q1→Q2 |
| FAF | Exit | 1.2% to 0% | $25M | Q1→Q2 |
| CORZ | Exit | 0.57% to 0% | $12M | Q1→Q2 |
| SGI | Add | 2.2% to 6.2% | +244.9% sh | Q1→Q2 |
| LPX | Add | 2.2% to 4.5% | +148.6% sh | Q1→Q2 |
| V | Add | 8.6% to 10.1% | +35.4% sh | Q1→Q2 |
| USFD | Add | 7.1% to 8.1% | +34.9% sh | Q1→Q2 |
| COF | Add | 5.4% to 6.4% | +41.1% sh | Q1→Q2 |
| UNP | Add | 3.8% to 4.6% | +40.6% sh | Q1→Q2 |
| VMC | Add | 7.1% to 6.8% | +15.8% sh | Q1→Q2 |
| AMZN | Add | 2.6% to 2.5% | +9.6% sh | Q1→Q2 |
| SCHW | Reduce | 7.3% to 1.6% | −71.0% sh | Q1→Q2 |
| JCI | Reduce | 11.8% to 8.5% | −16.5% sh | Q1→Q2 |
| AER | Reduce | 7.0% to 3.7% | −35.3% sh | Q1→Q2 |
| META | Reduce | 5.4% to 2.8% | −31.7% sh | Q1→Q2 |
| NVDA | Reduce | 5.8% to 4.1% | −20.6% sh | Q1→Q2 |
| INTC | Reduce | 1.9% to 2.8% | −39.4% sh | Q1→Q2 |
| MSGE | Reduce | 1.8% to 0.93% | −50.2% sh | Q1→Q2 |