SCOGGIN MANAGEMENT LP
NEW YORK NY · SEC CIK 0001086416
$9.35亿2026Q2 申报市值
69持仓数
75.7%前十大占比 · 第一大 23.4%
31 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SHAZ 加仓+$1,523.88万
BRUN 新建仓+$1,329.24万
WULF 加仓+$802.75万
PS 新建仓+$509.33万
ABR 重新持有+$474.25万
2026Q2 卖出最多 按季末市值估算
NBIS 清仓-$1,297.00万
WILLOW LANE ACQU 清仓-$1,065.00万
ENVIRI CORP 清仓-$981.00万
APO 减仓-$887.33万
ECHO 减仓-$761.25万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC 看涨期权 | $2.19亿 | 23.42% | 8,862,500 | 175,000 | 2.0% | $432.25万 | 加仓 |
| WULF | TERAWULF INC | $1.93亿 | 20.68% | 7,825,000 | 325,000 | 4.3% | $802.75万 | 加仓 |
| WULF | TERAWULF INC 看跌期权 | $8,645.00万 | 9.25% | 3,500,000 | -250,000 | -6.7% | -$617.50万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $5,501.85万 | 5.89% | 2,150,000 | 150,000 | 7.5% | $383.85万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $3,755.62万 | 4.02% | 125,000 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW 看跌期权 | $3,198.75万 | 3.42% | 1,250,000 | 1,250,000 | — | $3,198.75万 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $2,908.43万 | 3.11% | 6,175,000 | 675,000 | 12.3% | $317.93万 | 加仓 |
| HUT | HUT 8 CORP 看涨期权 | $2,020.29万 | 2.16% | 175,000 | -75,000 | -30.0% | -$865.84万 | 减仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $1,776.25万 | 1.90% | 175,000 | 50,000 | 40.0% | $507.50万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC 看涨期权 | $1,773.00万 | 1.90% | 3,000,000 | 125,000 | 4.3% | $73.88万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,666.25万 | 1.78% | 625,000 | -225,000 | -26.5% | -$599.85万 | 重新持有 |
| SHAZ | SHARONAI HOLDINGS INC | $1,650.87万 | 1.77% | 195,000 | 180,000 | 1,200.0% | $1,523.88万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $1,625.25万 | 1.74% | 2,750,000 | 117,100 | 4.4% | $69.21万 | 加仓 |
| BRUN | BOOST RUN INC | $1,329.24万 | 1.42% | 342,500 | 342,500 | — | $1,329.24万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $1,279.50万 | 1.37% | 500,000 | -2,650,000 | -84.1% | -$6,781.35万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC 看涨期权 | $1,118.62万 | 1.20% | 2,375,000 | 1,125,000 | 90.0% | $529.88万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $998.70万 | 1.07% | 300,000 | -100,000 | -25.0% | -$332.90万 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $932.55万 | 1.00% | 25,000 | 25,000 | — | $932.55万 | 新建仓 |
| BRUN | BOOST RUN INC 看跌期权 | $873.23万 | 0.93% | 225,000 | 225,000 | — | $873.23万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $761.25万 | 0.81% | 75,000 | -75,000 | -50.0% | -$761.25万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $745.25万 | 0.80% | 1,375,000 | 875,000 | 175.0% | $474.25万 | 重新持有 |
| HUT | HUT 8 CORP | $721.53万 | 0.77% | 62,500 | 37,500 | 150.0% | $432.92万 | 重新持有 |
| PRMB | PRIMO BRANDS CORPORATION 看涨期权 | $611.00万 | 0.65% | 250,000 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $591.55万 | 0.63% | 50,000 | -75,000 | -60.0% | -$887.33万 | 减仓 |
| NOMD | NOMAD FOODS LTD | $547.50万 | 0.59% | 500,000 | 250,000 | 100.0% | $273.75万 | 加仓 |
| PS | PERSHING SQUARE INC | $509.33万 | 0.54% | 155,000 | 155,000 | — | $509.33万 | 新建仓 |
| BRUN | BOOST RUN INC 看涨期权 | $485.12万 | 0.52% | 125,000 | 125,000 | — | $485.12万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. 看涨期权 | $478.45万 | 0.51% | 175,000 | 175,000 | — | $478.45万 | 新建仓 |
| VIA | VIA TRANSN INC | $453.50万 | 0.49% | 250,000 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $445.75万 | 0.48% | 250,000 | 250,000 | — | $445.75万 | 新建仓 |
| CTEV | CLARITEV CORPORATION | $426.38万 | 0.46% | 125,000 | 36,477 | 41.2% | $124.42万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $396.75万 | 0.42% | 250,000 | 250,000 | — | $396.75万 | 新建仓 |
| PSUS | PERSHING SQUARE USA LTD | $373.80万 | 0.40% | 100,000 | 100,000 | — | $373.80万 | 新建仓 |
| — | CLENE INC | $369.30万 | 0.40% | 600,000 | 300,000 | 100.0% | $184.65万 | 加仓 |
| CLSK | CLEANSPARK INC 看涨期权 | $363.75万 | 0.39% | 250,000 | -500,000 | -66.7% | -$727.50万 | 减仓 |
| FRMI | FERMI INC 看涨期权 | $343.50万 | 0.37% | 375,000 | 375,000 | — | $343.50万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC 看涨期权 | $268.35万 | 0.29% | 50,000 | 50,000 | — | $268.35万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC 看涨期权 | $211.65万 | 0.23% | 25,000 | 25,000 | — | $211.65万 | 新建仓 |
| AZUL | AZUL S A | $188.97万 | 0.20% | 210,198 | 210,198 | — | $188.97万 | 新建仓 |
| — | METALS RTY CO INC | $182.07万 | 0.19% | 255,000 | 255,000 | — | $182.07万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $182.00万 | 0.19% | 500,000 | 500,000 | — | $182.00万 | 新建仓 |
| CLSK | CLEANSPARK INC | $145.50万 | 0.16% | 100,000 | -200,000 | -66.7% | -$291.00万 | 减仓 |
| GLAS | GLASS HOUSE BRANDS INC | $125.16万 | 0.13% | 101,182 | 101,182 | — | $125.16万 | 新建仓 |
| TBCH | TURTLE BEACH CORP 看涨期权 | $124.50万 | 0.13% | 100,000 | 100,000 | — | $124.50万 | 新建仓 |
| — | SKYAI INC | $111.00万 | 0.12% | 1,000,000 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $101.60万 | 0.11% | 200,000 | -175,000 | -46.7% | -$88.90万 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $99.40万 | 0.11% | 175,000 | 50,000 | 40.0% | $28.40万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $89.79万 | 0.10% | 5,000 | 5,000 | — | $89.79万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看涨期权 | $79.35万 | 0.08% | 50,000 | -200,000 | -80.0% | -$317.40万 | 减仓 |
| IONQ | IONQ INC | $66.58万 | 0.07% | 12,500 | 12,500 | — | $66.58万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $65.97万 | 0.07% | 27,500 | 27,500 | — | $65.97万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $57.96万 | 0.06% | 30,000 | 30,000 | — | $57.96万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $55.77万 | 0.06% | 57,500 | 57,500 | — | $55.77万 | 新建仓 |
| GUACU | BERTO ACQUISITION CORP II | $50.60万 | 0.05% | 50,000 | 50,000 | — | $50.60万 | 新建仓 |
| — | AIB DATA CENTERS INC | $47.70万 | 0.05% | 225,000 | 225,000 | — | $47.70万 | 新建仓 |
| — | FINWISE BANCORP | $36.25万 | 0.04% | 25,000 | 25,000 | — | $36.25万 | 新建仓 |
| — | IRENIC ACQUISITION CORP | $35.56万 | 0.04% | 35,000 | 35,000 | — | $35.56万 | 新建仓 |
| — | SOLUNA HOLDINGS INC | $33.75万 | 0.04% | 250,000 | 250,000 | — | $33.75万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $27.93万 | 0.03% | 5,000 | 5,000 | — | $27.93万 | 新建仓 |
| CAES | CANTOR EQUITY PARTNERS VII I | $25.23万 | 0.03% | 25,000 | 25,000 | — | $25.23万 | 新建仓 |
| — | RENATUS TACTICAL ACQUIS | $21.70万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | REPUBLIC DIGITAL ACQUISITION | $21.16万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SPACE ASSET ACQUISITION CORP | $21.15万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $20.98万 | 0.02% | 5,000 | 5,000 | — | $20.98万 | 新建仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $20.80万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $20.62万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION GLOBAL ACQUISITION | $20.36万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | SPRING VY ACQUISITION CORP I | $15.58万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | AUTHID INC | $8.03万 | 0.01% | 75,000 | -425,000 | -85.0% | -$45.48万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -337,500 | -100.0% | -$2.19亿 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -337,500 | -100.0% | -$1.95亿 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -125,000 | -100.0% | -$1,297.00万 | 清仓 |
| — | WILLOW LANE ACQUISITION CORP | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,065.00万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,037.60万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -500,000 | -100.0% | -$981.00万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$778.20万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$557.10万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$460.35万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$422.95万 | 清仓 |
| SOC | SABLE OFFSHORE CORP 看涨期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$413.00万 | 清仓 |
| IGV | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$400.25万 | 清仓 |
| AEVA | AEVA TECHNOLOGIES INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$329.00万 | 清仓 |
| — | 1RT ACQUISITION CORP. | $0 | 0.00% | 0 | -20,000 | -100.0% | -$20.56万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -20,000 | -100.0% | -$20.50万 | 清仓 |
| — | FUTURECREST ACQUISITION CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$20.36万 | 清仓 |
| BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | -25,000 | -100.0% | -$11.30万 | 清仓 |