Hudson Bay Capital Management LP
STAMFORD CT · SEC CIK 0001393825
$368.29亿2026Q2 申报市值
1,335持仓数
25.8%前十大占比 · 第一大 3.2%
414 / 522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
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2026Q2 卖出最多 按季末市值估算
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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 |
|---|---|---|---|---|---|---|---|---|
| BLZR | TRAILBLAZER ACQUISITION CORP | $255.55万 | 0.01% | 252,518 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $255.57万 | 0.01% | 30,000 | -9,470 | -24.0% | -$80.67万 | 减仓 |
| FORM | FORMFACTOR INC | $255.73万 | 0.01% | 15,990 | 15,990 | — | $255.73万 | 新建仓 |
| — | STARRY SEA ACQUISITION CORP | $256.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| IGAC | INVEST GREEN ACQUISITION COR | $256.86万 | 0.01% | 256,601 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $259.40万 | 0.01% | 70,508 | 40,208 | 132.7% | $147.93万 | 加仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $259.50万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $259.94万 | 0.01% | 159,280 | 159,280 | — | $259.94万 | 新建仓 |
| PCVX | VAXCYTE INC | $261.58万 | 0.01% | 45,000 | 14,030 | 45.3% | $81.56万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $266.97万 | 0.01% | 7,160 | 7,160 | — | $266.97万 | 新建仓 |
| RAL | RALLIANT CORP | $267.40万 | 0.01% | 36,317 | -92,399 | -71.8% | -$680.33万 | 减仓 |
| LFTO | LIFTOFF MOBILE INC | $268.52万 | 0.01% | 111,790 | 111,790 | — | $268.52万 | 新建仓 |
| — | EMPERY DIGITAL INC | $268.78万 | 0.01% | 755,000 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $268.98万 | 0.01% | 7,000 | 2,000 | 40.0% | $76.85万 | 重新持有 |
| — | RIBBON ACQUISITION CORP | $269.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| LPBB | LAUNCH TWO ACQUISITION CORP. | $269.14万 | 0.01% | 251,061 | -200 | -0.1% | -$2,144 | 减仓 |
| RGNX | REGENXBIO INC | $269.55万 | 0.01% | 225,000 | 45,000 | 25.0% | $53.91万 | 加仓 |
| CTVA | CORTEVA INC | $269.90万 | 0.01% | 31,869 | 31,869 | — | $269.90万 | 新建仓 |
| SONO | SONOS INC | $270.60万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $270.76万 | 0.01% | 27,000 | -1,323,000 | -98.0% | -$1.33亿 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $270.92万 | 0.01% | 5,000 | -15,918 | -76.1% | -$862.48万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $271.24万 | 0.01% | 35,281 | 35,281 | — | $271.24万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $272.52万 | 0.01% | 57,085 | 57,085 | — | $272.52万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $273.71万 | 0.01% | 1,980 | 1,980 | — | $273.71万 | 新建仓 |
| TMTS | SPARTACUS ACQUISITION CORP I | $275.00万 | 0.01% | 274,998 | 274,998 | — | $275.00万 | 新建仓 |
| DY | DYCOM INDS INC | $275.04万 | 0.01% | 5,440 | 5,440 | — | $275.04万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $275.55万 | 0.01% | 21,869 | 21,869 | — | $275.55万 | 新建仓 |
| FRBT | FORBRIGHT INC | $278.78万 | 0.01% | 152,424 | 152,424 | — | $278.78万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $279.75万 | 0.01% | 58,587 | -12,492 | -17.6% | -$59.65万 | 减仓 |
| LMND | LEMONADE INC | $281.84万 | 0.01% | 43,327 | -7,493 | -14.7% | -$48.74万 | 减仓 |
| ESAB | ESAB CORPORATION | $284.02万 | 0.01% | 28,797 | 22,597 | 364.5% | $222.87万 | 加仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $284.54万 | 0.01% | 9,400 | 9,400 | — | $284.54万 | 新建仓 |
| AA | ALCOA CORP | $285.05万 | 0.01% | 54,671 | 3,766 | 7.4% | $19.64万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $286.02万 | 0.01% | 65,587 | 55,587 | 555.9% | $242.41万 | 加仓 |
| GH | GUARDANT HEALTH INC | $290.46万 | 0.01% | 19,360 | 19,360 | — | $290.46万 | 新建仓 |
| — | PALOMA ACQUISITION CORP I | $292.00万 | 0.01% | 294,950 | 294,950 | — | $292.00万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $292.29万 | 0.01% | 22,020 | 22,020 | — | $292.29万 | 新建仓 |
| EXP | EAGLE MATLS INC | $293.08万 | 0.01% | 13,026 | -12,432 | -48.8% | -$279.72万 | 减仓 |
| SANM | SANMINA CORP | $294.33万 | 0.01% | 11,630 | 11,630 | — | $294.33万 | 新建仓 |
| SMTC | SEMTECH CORP | $295.54万 | 0.01% | 18,260 | 18,260 | — | $295.54万 | 新建仓 |
| PHIN | PHINIA INC | $297.38万 | 0.01% | 36,103 | -39,853 | -52.5% | -$328.27万 | 减仓 |
| ARCI | ARCHIMEDES TECH SPAC PTNRS I | $300.30万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $300.60万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | ALPEX ACQUISITION CORP | $300.60万 | 0.01% | 300,000 | 300,000 | — | $300.60万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $300.64万 | 0.01% | 36,866 | 15,866 | 75.6% | $129.39万 | 加仓 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $301.05万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $303.27万 | 0.01% | 35,000 | 5,000 | 16.7% | $43.33万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $303.48万 | 0.01% | 55,279 | 55,279 | — | $303.48万 | 新建仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $304.50万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | EMMIS ACQUISITION CORP. | $305.40万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | CO2 ENERGY TRANSITION CORP | $306.24万 | 0.01% | 290,001 | 1 | 0.0% | $11 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $307.14万 | 0.01% | 89,756 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $308.24万 | 0.01% | 435,361 | 147,487 | 51.2% | $104.42万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $309.47万 | 0.01% | 49,208 | -1,645 | -3.2% | -$10.35万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $310.02万 | 0.01% | 20,925 | -3,512 | -14.4% | -$52.03万 | 减仓 |
| FN | FABRINET | $310.27万 | 0.01% | 5,520 | 3,589 | 185.9% | $201.73万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $310.31万 | 0.01% | 102,074 | 102,074 | — | $310.31万 | 新建仓 |
| JENA | JENA ACQUISITION CORP II | $310.85万 | 0.01% | 300,047 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $311.75万 | 0.01% | 105,000 | -128,703 | -55.1% | -$382.12万 | 减仓 |
| — | LAKESHORE ACQUISITION III CO | $313.20万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD | $315.73万 | 0.01% | 76,484 | 76,484 | — | $315.73万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $317.79万 | 0.01% | 403,796 | 272,571 | 207.7% | $214.51万 | 加仓 |
| BCSS | BAIN CAP GSS INVT CORP | $318.91万 | 0.01% | 310,521 | 0 | 0.0% | — | 不变 |
| OACC | OAKTREE ACQUISITION CORP III | $321.30万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $324.85万 | 0.01% | 104,454 | -138,911 | -57.1% | -$432.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $325.78万 | 0.01% | 56,540 | 56,540 | — | $325.78万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $326.41万 | 0.01% | 99,637 | 12,801 | 14.7% | $41.94万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $327.85万 | 0.01% | 123,021 | 123,021 | — | $327.85万 | 新建仓 |
| SITM | SITIME CORP | $328.05万 | 0.01% | 4,400 | 4,400 | — | $328.05万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $331.03万 | 0.01% | 15,283 | 15,283 | — | $331.03万 | 新建仓 |
| SKE | SKEENA RES LTD NEW | $332.48万 | 0.01% | 124,712 | 8,312 | 7.1% | $22.16万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $334.36万 | 0.01% | 130,000 | -216,360 | -62.5% | -$556.48万 | 减仓 |
| XNCR | XENCOR INC | $338.10万 | 0.01% | 210,000 | -277,320 | -56.9% | -$446.49万 | 减仓 |
| TBN | TAMBORAN RES CORP | $338.13万 | 0.01% | 104,007 | 104,007 | — | $338.13万 | 新建仓 |
| SOUL | SOULPOWER ACQUISITION CORP | $338.42万 | 0.01% | 326,976 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $338.65万 | 0.01% | 67,920 | 57,699 | 564.5% | $287.69万 | 加仓 |
| KHC | KRAFT HEINZ CO | $339.19万 | 0.01% | 143,601 | 143,601 | — | $339.19万 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $341.40万 | 0.01% | 432,156 | 432,156 | — | $341.40万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $343.46万 | 0.01% | 23,687 | -21,909 | -48.1% | -$317.68万 | 减仓 |
| POOL | POOL CORP | $343.95万 | 0.01% | 16,005 | -4,260 | -21.0% | -$91.55万 | 减仓 |
| UNP | UNION PAC CORP | $348.16万 | 0.01% | 12,800 | -12,575 | -49.6% | -$342.04万 | 减仓 |
| BLRK | BLUEROCK ACQUISITION CORP | $349.30万 | 0.01% | 349,998 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $349.44万 | 0.01% | 36,729 | 36,729 | — | $349.44万 | 新建仓 |
| DNMX | DYNAMIX CORP III | $349.65万 | 0.01% | 350,000 | 0 | 0.0% | — | 不变 |
| TWLV | TWELVE SEAS INVT CO III | $349.65万 | 0.01% | 350,000 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $350.29万 | 0.01% | 600,000 | -40,500 | -6.3% | -$23.64万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $352.61万 | 0.01% | 36,173 | -73,065 | -66.9% | -$712.24万 | 减仓 |
| IDACU | IRON DOME ACQUISITION I CORP | $353.32万 | 0.01% | 350,000 | 350,000 | — | $353.32万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $356.14万 | 0.01% | 500,200 | 500,200 | — | $356.14万 | 新建仓 |
| NOK | NOKIA CORP | $360.63万 | 0.01% | 271,556 | 271,556 | — | $360.63万 | 新建仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $360.97万 | 0.01% | 347,086 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $361.38万 | 0.01% | 50,080 | -217,482 | -81.3% | -$1,569.35万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $361.79万 | 0.01% | 17,494 | 3,274 | 23.0% | $67.71万 | 加仓 |
| — | ENERGY TRANSITION SPL OPPORT | $362.83万 | 0.01% | 366,500 | 366,500 | — | $362.83万 | 新建仓 |
| CECO | CECO ENVIRONMENTAL CORP | $364.20万 | 0.01% | 40,137 | 5,137 | 14.7% | $46.61万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $364.30万 | 0.01% | 56,159 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $367.39万 | 0.01% | 45,912 | 28,624 | 165.6% | $229.05万 | 加仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $370.09万 | 0.01% | 162,464 | 162,464 | — | $370.09万 | 新建仓 |
| SLVM | SYLVAMO CORP | $371.82万 | 0.01% | 98,366 | 17,204 | 21.2% | $65.03万 | 加仓 |
| CXII | CHURCHILL CAP CORP XII | $372.75万 | 0.01% | 350,000 | 350,000 | — | $372.75万 | 新建仓 |