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
Book
| JCI - Johnson Controls | 11.84% | Add +42.0% | 1,882,831 | $130.95 | $247M | +556,960 | +$88M |
| V - VISA · CL A | 8.57% | New | 590,242 | $302.24 | $178M | +590,242 | +$178M |
| ASML — | 8.54% | Add +84.6% | 134,603 | $1,321 | $178M | +61,704 | +$100M |
| SCHW - Schwab Charles | 7.33% | Reduce −8.6% | 1,624,191 | $93.98 | $153M | −152,559 | −$25M |
| USFD - US Foods | 7.09% | New | 1,600,864 | $92.21 | $148M | +1,600,864 | +$148M |
| VMC - Vulcan Matls | 7.05% | New | 539,094 | $272.30 | $147M | +539,094 | +$147M |
| AER - Aercap | 6.98% | Add +45.8% | 1,059,549 | $137.18 | $145M | +332,612 | +$41M |
| NVDA - Nvidia | 5.84% | Add +24.8% | 696,654 | $174.40 | $121M | +138,318 | +$17M |
| COF - Capital One Finl | 5.38% | Add +62.3% | 614,295 | $182.43 | $112M | +235,895 | +$20M |
| META - Meta Platforms · CL A | 5.36% | New | 195,100 | $572.13 | $112M | +195,100 | +$112M |
| FWONK - Liberty Media Del | 4.06% | Reduce −13.6% | 993,052 | $85.02 | $84M | −155,688 | −$29M |
| UNP - Union Pac | 3.77% | Add +25.9% | 323,712 | $242.62 | $79M | +66,570 | +$19M |
| AMZN - Amazon | 2.58% | Reduce −67.9% | 258,146 | $208.27 | $54M | −546,486 | −$132M |
| LIN - Linde | 2.51% | New | 105,356 | $495.76 | $52M | +105,356 | +$52M |
| SGI - Somnigroup International | 2.22% | New | 624,204 | $73.92 | $46M | +624,204 | +$46M |
| LPX - Louisiana Pac | 2.18% | New | 622,510 | $72.75 | $45M | +622,510 | +$45M |
| INTC - Intel | 1.88% | Add +47.9% | 887,266 | $44.13 | $39M | +287,266 | +$17M |
| VSNT - Versant Media Group · CL A | 1.84% | New | 1,035,872 | $37.02 | $38M | +1,035,872 | +$38M |
| MSGE - MSG Entertainment · CL A | 1.79% | New | 630,861 | $58.91 | $37M | +630,861 | +$37M |
| WIT - Wipro | 1.41% | New | 13,886,108 | $2.12 | $29M | +13,886,108 | +$29M |
| FAF - First Amern Finl | 1.20% | Add +2.2% | 414,766 | $60.29 | $25M | +8,770 | +$62K |
| CORZ - Core Scientific | 0.57% | New | 798,137 | $14.96 | $12M | +798,137 | +$12M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MSFT - Microsoft | 6.34% | Exit | 0 | $483.62 | $106M | −218,750 | −$106M |
| BA - Boeing | 5.50% | Exit | 0 | $217.12 | $92M | −423,145 | −$92M |
| BAC - Bank of America | 5.30% | Exit | 0 | $55.00 | $88M | −1,607,285 | −$88M |
| GOOGL - Alphabet · CL A | 1.92% | Exit | 0 | $313.00 | $32M | −102,456 | −$32M |
| SE - SEA | 1.85% | Exit | 0 | $127.57 | $31M | −242,529 | −$31M |
| SPHR - Sphere Entertainment · CL A | 1.85% | Exit | 0 | $95.08 | $31M | −325,000 | −$31M |
| AXON - Axon Enterprise | 1.69% | Exit | 0 | $567.92 | $28M | −49,741 | −$28M |
| MSGS - MSG Sports · CL A | 1.53% | Exit | 0 | $258.65 | $26M | −99,000 | −$26M |
| MRVL - Marvell Technology | 1.42% | Exit | 0 | $84.98 | $24M | −279,441 | −$24M |
| TTWO - Take Two | 1.30% | Exit | 0 | $256.04 | $22M | −85,000 | −$22M |
| SNOW - Snowflake | 1.20% | Exit | 0 | $219.36 | $20M | −91,437 | −$20M |
| TSM - Taiwan Semiconductor Mfg | 1.18% | Exit | 0 | $303.89 | $20M | −65,000 | −$20M |
| NIQ - Niq Global Intelligence | 1.09% | Exit | 0 | $16.49 | $18M | −1,100,000 | −$18M |
| INFY - Infosys | 0.71% | Exit | 0 | $17.82 | $12M | −662,446 | −$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