Northern Right Capital Management, L.P.
DARIEN CT · SEC CIK 0001346543
$2.81亿2026Q1 申报市值
25持仓数
73.8%前十大占比 · 第一大 12.4%
6 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NDAQ 新建仓+$1,933.75万
NFLX 新建仓+$1,365.13万
SRTA 加仓+$510.44万
NWSA 加仓+$505.18万
HHH 加仓+$289.39万
2026Q1 卖出最多 按季末市值估算
DIGITALBRIDGE GR 清仓-$2,695.04万
FOX 清仓-$2,432.47万
HUT 减仓-$1,983.97万
MSGE 清仓-$1,974.41万
ECHO 减仓-$1,068.10万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NWSA | NEWS CORP NEW | $3,486.97万 | 12.41% | 1,398,704 | 202,638 | 16.9% | $505.18万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2,530.68万 | 9.01% | 103,293 | -10,707 | -9.4% | -$262.32万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $2,420.78万 | 8.61% | 382,672 | 45,746 | 13.6% | $289.39万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2,378.50万 | 8.46% | 117,952 | -10,374 | -8.1% | -$209.19万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,954.92万 | 6.96% | 166,987 | -91,236 | -35.3% | -$1,068.10万 | 减仓 |
| NDAQ | NASDAQ INC | $1,933.75万 | 6.88% | 227,795 | 227,795 | — | $1,933.75万 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $1,709.69万 | 6.08% | 4,090,169 | 1,221,155 | 42.6% | $510.44万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $1,634.01万 | 5.81% | 559,400 | 1,462 | 0.3% | $4.27万 | 加仓 |
| NFLX | NETFLIX INC. | $1,365.13万 | 4.86% | 141,979 | 141,979 | — | $1,365.13万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $1,333.60万 | 4.75% | 1,406,749 | -415,112 | -22.8% | -$393.53万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1,072.39万 | 3.82% | 98,294 | -25,044 | -20.3% | -$273.23万 | 减仓 |
| HUT | HUT 8 CORP | $845.64万 | 3.01% | 180,269 | -422,932 | -70.1% | -$1,983.97万 | 减仓 |
| — | GREAT ELM GROUP INC | $793.47万 | 2.82% | 4,243,168 | 0 | 0.0% | — | 不变 |
| SMRT | SMARTRENT INC | $747.87万 | 2.66% | 4,985,800 | 1,506,341 | 43.3% | $225.95万 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $739.25万 | 2.63% | 1,077,626 | 300,000 | 38.6% | $205.80万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $683.44万 | 2.43% | 61,339 | -70,756 | -53.6% | -$788.36万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $520.41万 | 1.85% | 159,439 | -2,959 | -1.8% | -$9.66万 | 减仓 |
| ET | ENERGY TRANSFER L P | $410.15万 | 1.46% | 212,512 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $400.45万 | 1.43% | 140,459 | 0 | 0.0% | — | 不变 |
| CDRE | CADRE HLDGS INC | $270.21万 | 0.96% | 88,075 | 88,075 | — | $270.21万 | 新建仓 |
| EBAY | EBAY INC. | $227.55万 | 0.81% | 25,000 | 25,000 | — | $227.55万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $207.52万 | 0.74% | 20,000 | 20,000 | — | $207.52万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $195.09万 | 0.69% | 479,342 | 116,300 | 32.0% | $47.33万 | 加仓 |
| — | GREAT ELM CAP CORP | $192.37万 | 0.68% | 383,971 | -414,500 | -51.9% | -$207.66万 | 减仓 |
| — | TPG MTG INVTS TR INC | $46.75万 | 0.17% | 63,951 | 63,951 | — | $46.75万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -1,756,872 | -100.0% | -$2,695.04万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -374,629 | -100.0% | -$2,432.47万 | 清仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -366,377 | -100.0% | -$1,974.41万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -38,654 | -100.0% | -$831.22万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -35,038 | -100.0% | -$187.00万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -29,778 | -100.0% | -$133.94万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -131,226 | -100.0% | -$119.81万 | 清仓 |
| — | SOUNDTHINKING INC | $0 | 0.00% | 0 | -92,260 | -100.0% | -$74.08万 | 清仓 |