LONGFELLOW INVESTMENT MANAGEMENT CO LLC
BOSTON MA · SEC CIK 0001167487
$4.89亿2026Q2 申报市值
244持仓数
51.6%前十大占比 · 第一大 8.6%
28 / 29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
WU 新建仓+$669.82万
S 新建仓+$654.19万
INDA 加仓+$204.08万
KMB 新建仓+$170.56万
MCD 加仓+$158.62万
2026Q2 卖出最多 按季末市值估算
QCOM 清仓-$596.24万
TXN 减仓-$257.09万
CSCO 减仓-$231.19万
ORCL 减仓-$181.10万
DELL 清仓-$169.48万
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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -46,299 | -100.0% | -$596.24万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,326 | -100.0% | -$169.48万 | 清仓 |
| RDY | DR REDDYS LABS LTD | $0 | 0.00% | 0 | -81,832 | -100.0% | -$113.34万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -46,169 | -100.0% | -$109.93万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -7,575 | -100.0% | -$95.87万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -12,610 | -100.0% | -$90.56万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -929 | -100.0% | -$78.59万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,243 | -100.0% | -$66.88万 | 清仓 |
| UDR | UDR INC | $0 | 0.00% | 0 | -17,569 | -100.0% | -$59.35万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | -9,409 | -100.0% | -$55.65万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -2,648 | -100.0% | -$49.39万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -2,364 | -100.0% | -$49.02万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -5,576 | -100.0% | -$40.72万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -6,253 | -100.0% | -$15.46万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -1,512 | -100.0% | -$11.43万 | 清仓 |
| — | SIM ACQUISITION CORP. I | $0 | 0.00% | 0 | -7,566 | -100.0% | -$8.11万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -429 | -100.0% | -$7.63万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -4,013 | -100.0% | -$7.57万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -1,610 | -100.0% | -$7.52万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,860 | -100.0% | -$7.48万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -3,106 | -100.0% | -$7.35万 | 清仓 |
| HBT | HBT FINL INC. | $0 | 0.00% | 0 | -647 | -100.0% | -$1.73万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -942 | -100.0% | -$1.04万 | 清仓 |
| — | QUETTA ACQUISITION CORP | $0 | 0.00% | 0 | -570 | -100.0% | -$6,555 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -2,971 | -100.0% | -$1,486 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$163 | 清仓 |
| — | ESH ACQUISITION CORP | $0 | 0.00% | 0 | -470 | -100.0% | -$56 | 清仓 |
| — | VOYAGER ACQUISITION CORP | $0 | 0.00% | 0 | -194 | -100.0% | -$29 | 清仓 |
| — | ALLURION TECHNOLOGIES INC | $0 | 0.00% | 0 | -77 | -100.0% | -$2 | 清仓 |
| — | KEEN VISION ACQUISITION CORP | $9 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| — | CYABRA INC | $17 | 0.00% | 43 | 43 | — | $17 | 新建仓 |
| — | BRAND ENGAGEMENT NETWORK INC | $20 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | VERAXA BIOTECH AG | $21 | 0.00% | 194 | 194 | — | $21 | 新建仓 |
| — | NAMIB MINERALS | $32 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | ALCHEMY INVTS ACQUISITN CORP | $39 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | QUETTA ACQUISITION CORP | $40 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | GALATA ACQUISITION CORP II | $51 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| — | SPECTRAL AI INC | $56 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ROMAN DBDR ACQUISITION CORP | $56 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| — | NEWBURY STR II ACQUISITION C | $59 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| — | FUTURE VISION II ACQUISITION | $65 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | PLUM ACQUISITION CORP IV | $107 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| — | CAYSON ACQUISITION CORP | $112 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| — | SOULPOWER ACQUISITION CORP | $114 | 0.00% | 980 | 0 | 0.0% | — | 不变 |
| — | FACT II ACQUISITION CORP | $143 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| — | FG MERGER II CORP | $162 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | PRESIDIO PRODTN CO | $179 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | ENVOY MEDICAL INC | $229 | 0.00% | 4,599 | 0 | 0.0% | — | 不变 |
| — | CN HEALTHY FOOD TECH GROUP C | $389 | 0.00% | 4,320 | 0 | 0.0% | — | 不变 |
| — | CENTURION ACQUISITION CORP | $480 | 0.00% | 2,075 | 0 | 0.0% | — | 不变 |
| — | MELAR ACQUISITION CORP. I | $493 | 0.00% | 3,760 | 0 | 0.0% | — | 不变 |
| — | FLAG SHIP ACQUISITION CORP | $526 | 0.00% | 7,520 | 0 | 0.0% | — | 不变 |
| — | SYNTEC OPTICS HLDGS INC | $543 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| — | LAUNCH ONE ACQUISITION CORP | $733 | 0.00% | 3,858 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $741 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $953 | 0.00% | 3,783 | 0 | 0.0% | — | 不变 |
| — | LIONHEART HOLDINGS | $1,391 | 0.00% | 3,760 | 0 | 0.0% | — | 不变 |
| — | GRAF GLOBAL CORP | $1,436 | 0.00% | 3,778 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $1,439 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $1,468 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $1,485 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $1,541 | 0.00% | 1,976 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $1,744 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | EINRIDE AB | $1,783 | 0.00% | 2,971 | 2,971 | — | $1,783 | 新建仓 |
| — | FG MERGER II CORP | $1,818 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | BLACK HAWK ACQUISITION CORP | $2,327 | 0.00% | 1,511 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2,525 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3,312 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $3,392 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC | $3,431 | 0.00% | 113 | 113 | — | $3,431 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,437 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $3,623 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3,869 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LATA | GALATA ACQUISITION CORP II | $4,398 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $4,458 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $4,598 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,609 | 0.00% | 72 | 72 | — | $4,609 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4,614 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | PRESIDIO PRODTN CO | $4,742 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| — | CN HEALTHY FOOD TECH GROUP C | $4,761 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| DRDB | ROMAN DBDR ACQUISITION CORP | $4,783 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | FUTURE VISION II ACQUISITION | $4,928 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4,959 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | PLUM ACQUISITION CORP IV | $5,053 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| FACT | FACT II ACQUISITION CORP | $5,060 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| — | NEW PROVIDENCE ACQUISITION C | $5,069 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| NTWO | NEWBURY STR II ACQUISITION C | $5,069 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| — | PIONEER ACQUISITION I CORP | $5,160 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $5,189 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $5,246 | 0.00% | 29 | -3,564 | -99.2% | -$64.47万 | 减仓 |
| CUB | LIONHEART HOLDINGS | $5,924 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| — | MELAR ACQUISITION CORP. I | $5,984 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| — | CALISA ACQUISITION CORP | $6,288 | 0.00% | 7,860 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $6,448 | 0.00% | 44 | -12,358 | -99.6% | -$181.10万 | 减仓 |
| — | BOOST RUN INC | $6,469 | 0.00% | 238 | 238 | — | $6,469 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $7,151 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| LPAA | LAUNCH ONE ACQUISITION CORP | $7,219 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| — | D. BORAL ARC ACQ I CORP. | $7,445 | 0.00% | 4,113 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $7,484 | 0.00% | 8 | -5 | -38.5% | -$4,678 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,556 | 0.00% | 19 | 5 | 35.7% | $1,988 | 加仓 |