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Avantyr Capital Partners, LP

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Ning Jin

2026 Q1 vs 2025 Q4 · filed 15 May · compare periods · all filings · sitewide activity

New 11
Add 8
Reduce 3
Exit 14

moves

36 shown

ticker action Δ port detail period
V New +8.57 pp opened 8.6% 2025Q4→2026Q1
USFD New +7.09 pp opened 7.1% 2025Q4→2026Q1
VMC New +7.05 pp opened 7.1% 2025Q4→2026Q1
META New +5.36 pp opened 5.4% 2025Q4→2026Q1
LIN New +2.51 pp opened 2.5% 2025Q4→2026Q1
SGI New +2.22 pp opened 2.2% 2025Q4→2026Q1
LPX New +2.18 pp opened 2.2% 2025Q4→2026Q1
VSNT New +1.84 pp opened 1.8% 2025Q4→2026Q1
MSGE New +1.79 pp opened 1.8% 2025Q4→2026Q1
WIT New +1.41 pp opened 1.4% 2025Q4→2026Q1
CORZ New +0.57 pp opened 0.6% 2025Q4→2026Q1
MSFT Exit −6.34 pp was 6.3% 2025Q4→2026Q1
BA Exit −5.50 pp was 5.5% 2025Q4→2026Q1
BAC Exit −5.30 pp was 5.3% 2025Q4→2026Q1
GOOGL Exit −1.92 pp was 1.9% 2025Q4→2026Q1
SE Exit −1.85 pp was 1.9% 2025Q4→2026Q1
— Exit −1.85 pp was 1.9% 2025Q4→2026Q1
AXON Exit −1.69 pp was 1.7% 2025Q4→2026Q1
MSGS Exit −1.53 pp was 1.5% 2025Q4→2026Q1
MRVL Exit −1.42 pp was 1.4% 2025Q4→2026Q1
TTWO Exit −1.30 pp was 1.3% 2025Q4→2026Q1
SNOW Exit −1.20 pp was 1.2% 2025Q4→2026Q1
TSM Exit −1.18 pp was 1.2% 2025Q4→2026Q1
NIQ Exit −1.09 pp was 1.1% 2025Q4→2026Q1
— Exit −0.71 pp was 0.7% 2025Q4→2026Q1
ASML Add +3.87 pp +84.6% sh 2025Q4→2026Q1
JCI Add +2.33 pp +42.0% sh 2025Q4→2026Q1
AER Add +0.72 pp +45.8% sh 2025Q4→2026Q1
INTC Add +0.55 pp +47.9% sh 2025Q4→2026Q1
NVDA Add −0.40 pp +24.8% sh 2025Q4→2026Q1
FAF Add −0.29 pp +2.2% sh 2025Q4→2026Q1
UNP Add +0.21 pp +25.9% sh 2025Q4→2026Q1
COF Add −0.11 pp +62.3% sh 2025Q4→2026Q1
AMZN Reduce −8.54 pp −67.9% sh 2025Q4→2026Q1
SCHW Reduce −3.30 pp −8.6% sh 2025Q4→2026Q1
FWONK Reduce −2.72 pp −13.6% sh 2025Q4→2026Q1