13F 机构持仓

Sculptor Capital LP

New York NY · SEC CIK 0001054587

2026Q22026Q1 更早 9 个季度 🔒
$122.70亿2026Q2 申报市值
407持仓数
30.1%前十大占比 · 第一大 5.0%
134 / 99新建仓 / 清仓
申报市值走势$122.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TSM 5.0%
TSM 看跌期权 5.0%
MKSI 3.9%
SHC 3.5%
FWONK 3.1%
BRKR 2.3%
AMD 1.9%
GMED 1.9%
LYV 1.8%
VIK 1.6%

2026Q2 买入最多 按季末市值估算

TSM 加仓+$4.62亿
AMD 新建仓+$2.38亿
MU 新建仓+$1.62亿
MSFT 新建仓+$1.59亿
MKSI 加仓+$1.56亿

2026Q2 卖出最多 按季末市值估算

LITE 清仓-$5.84亿
WDC 清仓-$5.02亿
LITE 清仓-$4.70亿
LITE 清仓-$4.00亿
AMAT 减仓-$1.88亿

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— XEROX HOLDINGS CORP $31.13万0.00%1,132,038 392,20653.0% $10.79万 加仓
— CANOPY GROWTH CORPORATION 看跌期权 $31.82万0.00%335,000 00.0% — 不变
— CANOPY GROWTH CORPORATION $31.82万0.00%335,000 00.0% — 不变
— ARCHIMEDES TECH SPAC PARTNER $32.89万0.00%150,200 150,200— $32.89万 新建仓
— HERTZ GLOBAL HLDGS INC $34.88万0.00%320,000 00.0% — 不变
— BLEICHROEDER ACQUISITI CORP $35.62万0.00%163,408 -85,968-34.5% -$18.74万 减仓
XXI TWENTY ONE CAP INC $37.72万0.00%76,201 76,201— $37.72万 新建仓
— CHURCHILL CAP CORP XII $38.18万0.00%224,600 224,600— $38.18万 新建仓
— SIDDHI ACQUISITION CORP $39.90万0.00%1,648,895 00.0% — 不变
— KODIAK AI INC. $41.27万0.00%557,644 488,744709.4% $36.17万 加仓
— ARTIUS II ACQUISITION INC $41.58万0.00%1,980,000 00.0% — 不变
ZS ZSCALER INC 看跌期权 $42.34万0.00%3,000 00.0% — 不变
SLS SELLAS LIFE SCIENCES GROUP I 看跌期权 $44.72万0.00%30,300 30,300— $44.72万 新建仓
SLS SELLAS LIFE SCIENCES GROUP I $44.72万0.00%30,300 30,300— $44.72万 新建仓
PCG PG&E CORP 看跌期权 $55.67万0.00%33,100 00.0% — 不变
— GENERAL CATALYST GBL RESIL M $63.44万0.01%647,300 647,300— $63.44万 新建仓
KEEL KEEL INFRASTRUCTURE CORP $65.15万0.01%113,500 113,500— $65.15万 新建仓
BTDR BITDEER TECHNOLOGIES GROUP 看跌期权 $66.34万0.01%41,800 00.0% — 不变
— CHURCHILL CAPITAL CORP IX $66.44万0.01%851,817 451,733112.9% $35.24万 加仓
VERX VERTEX INC $67.96万0.01%59,200 59,200— $67.96万 新建仓
IBRX IMMUNITYBIO INC 看跌期权 $69.34万0.01%79,200 -10,000-11.2% -$8.76万 减仓
IBRX IMMUNITYBIO INC $69.34万0.01%79,200 -10,000-11.2% -$8.76万 减仓
APLD APPLIED DIGITAL CORP 看跌期权 $78.33万0.01%21,000 00.0% — 不变
LCID LUCID GROUP INC $78.81万0.01%117,800 117,800— $78.81万 新建仓
XRX XEROX HOLDINGS CORP 看跌期权 $79.25万0.01%253,200 00.0% — 不变
BCYC BICYCLE THERAPEUTICS PLC $83.91万0.01%197,904 197,904— $83.91万 新建仓
SE SEA LTD 看跌期权 $92.00万0.01%9,600 00.0% — 不变
NVAX NOVAVAX INC 看跌期权 $93.63万0.01%99,400 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF 看跌期权 $99.87万0.01%30,000 00.0% — 不变
POET POET TECHNOLOGIES INC 看跌期权 $102.80万0.01%100,000 100,000— $102.80万 新建仓
POET POET TECHNOLOGIES INC $102.80万0.01%100,000 100,000— $102.80万 新建仓
WIX WIX COM LTD $104.35万0.01%23,000 23,000— $104.35万 新建仓
WLFC WILLIS LEASE FIN CORP $105.39万0.01%4,606 4,606— $105.39万 新建仓
APO APOLLO GLOBAL MGMT INC 看跌期权 $106.48万0.01%9,000 00.0% — 不变
UBER UBER TECHNOLOGIES INC 看跌期权 $111.13万0.01%15,400 00.0% — 不变
— STRATEGY INC $117.64万0.01%20,000 20,000— $117.64万 新建仓
HTZ HERTZ GLOBAL HLDGS INC 看跌期权 $129.97万0.01%573,800 547,6002,090.1% $124.03万 加仓
— PALOMA ACQUISITION CORP I $130.75万0.01%131,937 131,937— $130.75万 新建仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $137.78万0.01%27,500 27,500— $137.78万 新建仓
CEPF CANTOR EQUITY PARTNERS IV IN $143.39万0.01%137,871 1000.1% $1,040 加仓
— VIRTUS TOTAL RETURN FD INC $148.66万0.01%217,653 00.0% — 不变
— GROVE COLLABORATIVE HOLD INC $149.10万0.01%1,192,799 00.0% — 不变
WEN WENDYS CO $165.80万0.01%200,000 200,000— $165.80万 新建仓
WEN WENDYS CO 看跌期权 $165.80万0.01%200,000 200,000— $165.80万 新建仓
— NCL CORP LTD $173.59万0.01%1,738,000 00.0% — 不变
U UNITY SOFTWARE INC 看跌期权 $186.34万0.02%65,200 00.0% — 不变
YSS YORK SPACE SYSTEMS INC 看涨期权 $187.36万0.02%76,100 76,100— $187.36万 新建仓
COGT COGENT BIOSCIENCES INC $193.50万0.02%50,000 50,000— $193.50万 新建仓
MTAL METALS ACQUISITION CORP II $203.00万0.02%199,998 199,998— $203.00万 新建仓
RIG TRANSOCEAN LTD 看跌期权 $209.10万0.02%427,600 3,0000.7% $1.47万 加仓
COIN COINBASE GLOBAL INC 看跌期权 $217.82万0.02%14,900 00.0% — 不变
LCID LUCID GROUP INC 看跌期权 $219.77万0.02%328,500 117,80055.9% $78.81万 加仓
— SUPER MICRO COMPUTER INC $221.42万0.02%2,500,000 2,500,000— $221.42万 新建仓
YSS YORK SPACE SYSTEMS INC 看跌期权 $226.50万0.02%92,000 92,000— $226.50万 新建仓
MDLN MEDLINE INC $240.22万0.02%60,907 -169,093-73.5% -$666.90万 减仓
MARA MARA HOLDINGS INC $241.59万0.02%2,500,000 00.0% — 不变
— ALPHABET INC $250.47万0.02%50,000 50,000— $250.47万 新建仓
NET CLOUDFLARE INC 看跌期权 $252.64万0.02%10,300 00.0% — 不变
IPFX INFLECTION PT ACQUISIT CORP $254.20万0.02%245,838 245,838— $254.20万 新建仓
TVIVU TEXAS VENTURES ACQUISITION I $258.79万0.02%258,787 258,787— $258.79万 新建仓
NIO NIO INC 看跌期权 $271.06万0.02%535,700 00.0% — 不变
— SUPER MICRO COMPUTER INC $274.65万0.02%3,000,000 -31,000,000-91.2% -$2,838.00万 减仓
YICCU YORKVILLE INTL CAP CORP $278.56万0.02%277,451 277,451— $278.56万 新建仓
SEDG SOLAREDGE TECHNOLOGIES INC 看跌期权 $289.28万0.02%49,500 00.0% — 不变
QXO QXO INC $302.40万0.02%175,000 175,000— $302.40万 新建仓
IEAG INFINITE EAGLE ACQUISITION C $303.60万0.02%299,997 -300,003-50.0% -$303.60万 减仓
LI LI AUTO INC 看跌期权 $309.94万0.03%264,000 00.0% — 不变
— SABRE GLBL INC $327.78万0.03%3,220,000 -18,900,000-85.4% -$1,923.94万 减仓
BIRK BIRKENSTOCK HOLDING PLC 看跌期权 $347.68万0.03%80,800 80,800— $347.68万 新建仓
BIRK BIRKENSTOCK HOLDING PLC $347.68万0.03%80,800 80,800— $347.68万 新建仓
ABCL ABCELLERA BIOLOGICS INC 看跌期权 $356.39万0.03%454,000 454,000— $356.39万 新建仓
ABCL ABCELLERA BIOLOGICS INC $356.39万0.03%454,000 454,000— $356.39万 新建仓
CEPV CANTOR EQUITY PARTNERS V INC $360.94万0.03%350,000 00.0% — 不变
ONEN HENNESSY CAP INVT CORP VII $363.25万0.03%347,606 00.0% — 不变
AMC AMC ENTMT HLDGS INC 看跌期权 $386.82万0.03%2,035,900 6,5000.3% $1.24万 加仓
NBIS NEBIUS GROUP N.V. $397.68万0.03%14,400 00.0% — 不变
BTU PEABODY ENGR CORP 看跌期权 $399.28万0.03%172,700 35,50025.9% $82.08万 加仓
CRAN CRANE HBR ACQUISITION CORP I $405.20万0.03%400,000 -100,000-20.0% -$101.30万 减仓
ONDS ONDAS INC $408.70万0.03%496,000 -1,000-0.2% -$8,240 减仓
RNGT RANGE CAP ACQUISITION CORP I $415.34万0.03%410,822 53,00814.8% $53.59万 加仓
ACGC ACP HOLDINGS ACQUISITION COR $418.54万0.03%421,068 421,068— $418.54万 新建仓
MLAA MOUNTAIN LAKE ACQUISIT CORP $424.54万0.03%427,532 427,532— $424.54万 新建仓
— BEYOND MEAT INC $427.25万0.03%5,120,000 00.0% — 不变
SNOW SNOWFLAKE INC $441.68万0.04%2,500,000 -37,500,000-93.8% -$6,625.22万 减仓
— PURECYCLE TECHNOLOGIES INC $453.85万0.04%4,500,000 4,500,000— $453.85万 新建仓
WOLF WOLFSPEED INC $453.98万0.04%1,158,000 -5,412,000-82.4% -$2,121.69万 减仓
ASTS AST SPACEMOBILE INC 看跌期权 $454.96万0.04%51,200 00.0% — 不变
JOBY JOBY AVIATION INC $455.10万0.04%5,000,000 -5,000,000-50.0% -$455.10万 减仓
— PERCEPTIVE CAP SOLUTIONS COR $462.07万0.04%424,700 00.0% — 不变
FRMI FERMI INC 看跌期权 $465.51万0.04%508,200 508,200— $465.51万 新建仓
FRMI FERMI INC $465.51万0.04%508,200 508,200— $465.51万 新建仓
SOUN SOUNDHOUND AI INC 看跌期权 $483.44万0.04%747,200 47,2006.7% $30.54万 加仓
IACQ IRENIC ACQUISITION CORP $484.83万0.04%485,312 485,312— $484.83万 新建仓
SOUN SOUNDHOUND AI INC 看涨期权 $485.25万0.04%750,000 750,000— $485.25万 新建仓
— STRATEGY INC $488.81万0.04%5,650,000 -16,850,000-74.9% -$1,457.78万 减仓
GRAB GRAB HOLDINGS LIMITED 看跌期权 $493.23万0.04%1,308,300 00.0% — 不变
TMTS SPARTACUS ACQUISITION CORP I $500.50万0.04%500,000 500,000— $500.50万 新建仓
RREV RRE VENTURES ACQUISITION COR $501.59万0.04%508,197 508,197— $501.59万 新建仓
ALUB ALUSSA ENERGY ACQUISIT CORP $502.00万0.04%500,000 -249,900-33.3% -$250.90万 减仓
SAC SAFEGUARD ACQUISITION CORP $503.00万0.04%500,000 00.0% — 不变