Northern Right Capital Management, L.P.
DARIEN CT · SEC CIK 0001346543
$3.37亿2026Q2 申报市值
27持仓数
67.9%前十大占比 · 第一大 10.7%
9 / 7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
WULF 新建仓+$1,910.78万
HPE 新建仓+$1,803.80万
CORZ 新建仓+$1,593.20万
ZM 新建仓+$1,355.49万
TKO 加仓+$942.17万
2026Q2 卖出最多 按季末市值估算
HHH 清仓-$2,420.78万
NDAQ 清仓-$1,933.75万
NFLX 清仓-$1,365.13万
RITM 清仓-$1,333.60万
SMRT 清仓-$747.87万
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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $3,603.19万 | 10.69% | 133,190 | 29,897 | 28.9% | $808.80万 | 加仓 |
| NWSA | NEWS CORP NEW | $3,329.40万 | 9.88% | 1,340,878 | -57,826 | -4.1% | -$143.58万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $3,316.66万 | 9.84% | 164,754 | 46,802 | 39.7% | $942.17万 | 加仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $2,577.34万 | 7.65% | 4,890,584 | 800,415 | 19.6% | $421.82万 | 加仓 |
| WULF | TERAWULF INC | $1,910.78万 | 5.67% | 773,594 | 773,594 | — | $1,910.78万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,803.80万 | 5.35% | 399,868 | 399,868 | — | $1,803.80万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $1,606.19万 | 4.77% | 531,148 | -28,252 | -5.1% | -$85.43万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,593.20万 | 4.73% | 622,587 | 622,587 | — | $1,593.20万 | 新建仓 |
| HUT | HUT 8 CORP | $1,585.71万 | 4.71% | 137,356 | -42,913 | -23.8% | -$495.41万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,556.78万 | 4.62% | 153,377 | -13,610 | -8.2% | -$138.14万 | 减仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $1,462.95万 | 4.34% | 1,219,122 | 141,496 | 13.1% | $169.80万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,355.49万 | 4.02% | 157,049 | 157,049 | — | $1,355.49万 | 新建仓 |
| EBAY | EBAY INC. | $1,039.28万 | 3.08% | 93,000 | 68,000 | 272.0% | $759.90万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $945.06万 | 2.80% | 84,903 | -13,391 | -13.6% | -$149.06万 | 减仓 |
| LODE | COMSTOCK INC | $934.60万 | 2.77% | 2,246,637 | 2,246,637 | — | $934.60万 | 新建仓 |
| — | GREAT ELM GROUP INC | $925.01万 | 2.75% | 4,243,168 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $725.70万 | 2.15% | 61,339 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $639.44万 | 1.90% | 40,000 | 40,000 | — | $639.44万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $624.69万 | 1.85% | 179,871 | 20,432 | 12.8% | $70.96万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $422.26万 | 1.25% | 15,290 | -4,710 | -23.5% | -$130.08万 | 减仓 |
| ET | ENERGY TRANSFER L P | $406.32万 | 1.21% | 212,512 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $394.13万 | 1.17% | 140,459 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $275.45万 | 0.82% | 350,000 | 350,000 | — | $275.45万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $259.55万 | 0.77% | 15,000 | 15,000 | — | $259.55万 | 新建仓 |
| — | GREAT ELM CAP CORP | $209.26万 | 0.62% | 383,971 | 0 | 0.0% | — | 不变 |
| AIV | APARTMENT INVT & MGMT CO | $142.36万 | 0.42% | 479,342 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $50.05万 | 0.15% | 15,200 | 15,200 | — | $50.05万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -382,672 | -100.0% | -$2,420.78万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -227,795 | -100.0% | -$1,933.75万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -141,979 | -100.0% | -$1,365.13万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -1,406,749 | -100.0% | -$1,333.60万 | 清仓 |
| SMRT | SMARTRENT INC | $0 | 0.00% | 0 | -4,985,800 | -100.0% | -$747.87万 | 清仓 |
| CDRE | CADRE HLDGS INC | $0 | 0.00% | 0 | -88,075 | -100.0% | -$270.21万 | 清仓 |
| — | TPG MTG INVTS TR INC | $0 | 0.00% | 0 | -63,951 | -100.0% | -$46.75万 | 清仓 |