Weiss Asset Management LP
BOSTON MA · SEC CIK 0001357550
$95.42亿2026Q2 申报市值
624持仓数
37.6%前十大占比 · 第一大 11.0%
345 / 288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
MU 加仓+$7.49亿
SUPER MICRO COMP 新建仓+$2.49亿
BOEING CO 新建仓+$1.88亿
TSLA 加仓+$1.37亿
SUPER MICRO COMP 加仓+$1.21亿
2026Q2 卖出最多 按季末市值估算
PSLV 减仓-$1.02亿
HOLOGIC INC 清仓-$9,300.87万
PFG 重新持有-$6,505.65万
NVDA 减仓-$6,364.54万
STRATEGY INC 减仓-$5,609.76万
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 |
|---|---|---|---|---|---|---|---|---|
| — | THERAVANCE BIOPHARMA INC | $1.27亿 | 1.33% | 7,457,060 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $1.29亿 | 1.36% | 2,697,000 | 150,000 | 5.9% | $719.55万 | 加仓 |
| — | STRATEGY INC | $1.82亿 | 1.91% | 177,857,000 | 107,967,000 | 154.5% | $1.10亿 | 加仓 |
| — | BOEING CO | $1.88亿 | 1.97% | 2,775,000 | 2,775,000 | — | $1.88亿 | 新建仓 |
| TSLA | TESLA INC | $1.92亿 | 2.01% | 455,491 | 325,983 | 251.7% | $1.37亿 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $2.00亿 | 2.10% | 1,000,000 | -90,000 | -8.3% | -$1,800.81万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC 看跌期权 | $2.07亿 | 2.17% | 7,046,400 | 6,546,400 | 1,309.3% | $1.92亿 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $2.12亿 | 2.22% | 230,956,000 | 131,877,000 | 133.1% | $1.21亿 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $2.46亿 | 2.57% | 249,862,000 | 101,486,000 | 68.4% | $9,975.06万 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $2.49亿 | 2.61% | 4,850,000 | 4,850,000 | — | $2.49亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $8.59亿 | 9.00% | 743,769 | 648,765 | 682.9% | $7.49亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $10.53亿 | 11.04% | 5,263,485 | -318,084 | -5.7% | -$6,364.54万 | 减仓 |