13F 机构持仓

Hudson Bay Capital Management LP

STAMFORD CT · SEC CIK 0001393825

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$368.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TSLA 看跌期权 3.2%
AMZN 看跌期权 3.1%
AMZN 2.7%
NVDA 看跌期权 2.6%
IWM 看跌期权 2.5%
TSM 看跌期权 2.5%
TSM 2.5%
TSLA 2.3%
AMD 看跌期权 2.2%
NVDA 2.1%

2026Q2 买入最多 按季末市值估算

SNDK 新建仓+$6.96亿
TSM 加仓+$5.81亿
GOOGL 加仓+$4.47亿
PLTR 加仓+$3.42亿
AMZN 加仓+$2.78亿

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$5.44亿
AAPL 减仓-$4.08亿
FLG 减仓-$3.73亿
NVDA 减仓-$2.58亿
UNH 减仓-$1.85亿

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
— ACTIVATE ENERGY ACQUISIT COR $3.80万0.00%100,000 -87,500-46.7% -$3.33万 减仓
— BITCOIN INFRASTRUCTURE ACQUI $3.90万0.00%125,000 00.0% — 不变
— GENERAL PURP ACQUISITION COR $3.90万0.00%150,000 00.0% — 不变
— MILUNA ACQUISITION CORP $3.90万0.00%300,000 00.0% — 不变
— GIGCAPITAL9 CORP $3.90万0.00%150,000 00.0% — 不变
— HALL CHADWICK ACQUISITION CO $3.94万0.00%136,692 -163,308-54.4% -$4.71万 减仓
— ALUSSA ENERGY ACQUISIT CORP $3.97万0.00%99,426 -100,000-50.1% -$4.00万 减仓
— KULR TECHNOLOGY GROUP INC $3.98万0.00%10,440 10,440— $3.98万 新建仓
— LEAPFROG ACQUISITION CORP $4.05万0.00%112,500 00.0% — 不变
— K&F GROWTH ACQUISITION CORP $4.12万0.00%374,953 00.0% — 不变
— OMNIAB INC $4.13万0.00%465,229 00.0% — 不变
— STARRY SEA ACQUISITION CORP $4.13万0.00%250,000 00.0% — 不变
— CO2 ENERGY TRANSITION CORP $4.20万0.00%290,000 00.0% — 不变
— COLLECTIVE ACQUISITION CORP $4.23万0.00%100,799 -49,201-32.8% -$2.07万 减仓
PONY PONY AI INC 看涨期权 $4.24万0.00%6,100 4,100205.0% $2.85万 重新持有
— AA MISSION ACQUISITION CORP $4.40万0.00%200,000 00.0% — 不变
VTEX VTEX $4.40万0.00%11,000 11,000— $4.40万 新建仓
— SAFEGUARD ACQUISITION CORP $4.42万0.00%75,000 -74,624-49.9% -$4.40万 减仓
— EMMIS ACQUISITION CORP. $4.50万0.00%300,000 00.0% — 不变
— SC II ACQUISITION CORP $4.55万0.00%244,376 00.0% — 不变
— BEST SPAC I ACQUISITION CORP $4.55万0.00%275,000 00.0% — 不变
— CLEARTHINK 1 ACQUISITION COR $4.60万0.00%200,000 200,000— $4.60万 新建仓
— KPET ULTRA PACELINE CORP $4.60万0.00%66,666 66,666— $4.60万 新建仓
— INVEST GREEN ACQUISITION COR $4.62万0.00%256,601 00.0% — 不变
— VINE HILL CAP INVTS CORP II $4.68万0.00%101,666 -115,000-53.1% -$5.29万 减仓
— LEGATO MERGER CORP IV $4.81万0.00%115,733 00.0% — 不变
— JENA ACQUISITION CORP II $4.91万0.00%288,672 00.0% — 不变
— ORAMED PHARMACEUTICALS INC $4.94万0.00%10,265 -41,405-80.1% -$19.92万 减仓
— SPARTACUS ACQUISITION CORP I $4.95万0.00%91,666 91,666— $4.95万 新建仓
— QUASAREDGE ACQUISITION CORP $5.00万0.00%200,000 200,000— $5.00万 新建仓
— PALOMA ACQUISITION CORP I $5.16万0.00%147,475 147,475— $5.16万 新建仓
— ALIGHT INC $5.17万0.00%92,270 92,270— $5.17万 新建仓
IPFX INFLECTION PT ACQUISIT CORP $5.17万0.00%5,000 5,000— $5.17万 新建仓
— K2 CAP ACQUISITION CORP $5.20万0.00%236,342 -218-0.1% -$48 减仓
— CO2 ENERGY TRANSITION CORP $5.22万0.00%290,000 00.0% — 不变
— EINRIDE AB $5.23万0.00%87,200 87,200— $5.23万 新建仓
— BLUEROCK ACQUISITION CORP $5.25万0.00%116,666 00.0% — 不变
LAB STANDARD BIOTOOLS INC $5.27万0.00%64,040 64,040— $5.27万 新建仓
— ENERGY TRANSITION SPL OPPORT $5.50万0.00%183,250 183,250— $5.50万 新建仓
— ARC GROUP ACQUISITION I CORP $5.52万0.00%460,000 460,000— $5.52万 新建仓
— LAKE SUPERIOR ACQUISITION CO $5.55万0.00%52,888 -7,112-11.9% -$7,468 减仓
— APEX TREAS CORP $5.59万0.00%186,380 00.0% — 不变
— DIREXION SHARES ETF TRUST 看跌期权 $5.60万0.00%17,287 17,287— $5.60万 新建仓
— XSOLLA SPAC 1 $5.62万0.00%235,000 00.0% — 不变
— GESHER ACQUISITION CORP. II $5.95万0.00%212,500 00.0% — 不变
— CHURCHILL CAP CORP XII $5.95万0.00%35,000 35,000— $5.95万 新建仓
— SPRING VY ACQUISITION CORP I $5.99万0.00%59,900 -39,819-39.9% -$3.98万 减仓
— LAKESHORE ACQUISITION III CO $6.00万0.00%300,000 00.0% — 不变
— OYSTER ENTERPRISES II ACQUIS $6.02万0.00%501,530 00.0% — 不变
— IRON HORSE ACQUISIT II CORP $6.10万0.00%379,148 00.0% — 不变
— SILICON VY ACQUISITION CORP $6.20万0.00%81,108 81,108— $6.20万 新建仓
— ILLUMINATION ACQUISITIO CORP $6.23万0.00%127,132 127,132— $6.23万 新建仓
— MOUNTAIN CREST ACQUISITION 6 $6.25万0.00%250,000 250,000— $6.25万 新建仓
— COLLECTIVE ACQUISITION CORP $6.25万0.00%250,000 250,000— $6.25万 新建仓
— TWELVE SEAS INVT CO III $6.30万0.00%350,000 00.0% — 不变
— RIBBON ACQUISITION CORP $6.40万0.00%245,998 00.0% — 不变
— TEXAS VENTURES ACQUISITION I $6.43万0.00%121,250 00.0% — 不变
— GENELUX CORPORATION $6.48万0.00%21,542 -16,193-42.9% -$4.87万 减仓
— AVERIN CAP ACQUISITION CORP $6.50万0.00%100,000 100,000— $6.50万 新建仓
— CHENGHE ACQUISITION III CO $6.66万0.00%325,000 00.0% — 不变
— MUZERO ACQUISITION CORP $6.71万0.00%220,709 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED $6.71万0.00%17,800 17,800— $6.71万 新建仓
FATE FATE THERAPEUTICS INC $6.79万0.00%25,160 25,160— $6.79万 新建仓
— GALATA ACQUISITION CORP II $6.80万0.00%193,462 00.0% — 不变
AAP ADVANCE AUTO PARTS INC $6.86万0.00%1,102 1,102— $6.86万 新建仓
— MCKINLEY ACQUISITION CORP $6.90万0.00%300,000 00.0% — 不变
— FIFTH ERA ACQUISITION CORP I $7.00万0.00%200,000 00.0% — 不变
— THAYER VENTURES ACQ CORP II $7.13万0.00%375,000 00.0% — 不变
— BEYOND MEAT INC $7.16万0.00%95,440 95,440— $7.16万 新建仓
— M3-BRIGADE ACQUISITION VI CO $7.33万0.00%183,333 00.0% — 不变
— NEWHOLD INVTS CORP IV $7.47万0.00%133,333 133,333— $7.47万 新建仓
MRVI MARAVAI LIFESCIENCES HLDGS I $7.74万0.00%12,400 12,400— $7.74万 新建仓
— QUANTUM LEAP ACQUISITION COR $7.80万0.00%600,000 600,000— $7.80万 新建仓
— GALAXYEDGE ACQUISITION CORP $7.88万0.00%475,000 475,000— $7.88万 新建仓
— CAMBRIDGE ACQUISITION CORP $8.00万0.00%266,666 00.0% — 不变
— X3 ACQUISITION CORP LTD $8.12万0.00%300,000 00.0% — 不变
CAMP CAMP4 THERAPEUTICS CORP $8.15万0.00%18,661 -29,850-61.5% -$13.04万 减仓
— RITHM ACQUISITION CORP $8.17万0.00%123,817 00.0% — 不变
— CH4 NATURAL SOLUTIONS CORP $8.25万0.00%250,000 250,000— $8.25万 新建仓
— DRUGS MADE IN AMER ACQUTN CO $8.35万0.00%758,719 -942,827-55.4% -$10.37万 减仓
— CAL REDWOOD ACQUISITION CORP $8.51万0.00%340,363 -28,000-7.6% -$7,000 减仓
— SOLARIUS CAPITAL ACQU CORP $8.70万0.00%300,000 00.0% — 不变
— ARCHIMEDES TECH SPAC PARTNER $8.72万0.00%39,994 00.0% — 不变
— IDEA ACQUISITION CORP $9.42万0.00%269,247 269,247— $9.42万 新建仓
— INFLECTION PT ACQUISIT CORP $9.46万0.00%50,882 50,882— $9.46万 新建仓
— PERIMETER ACQUISITION CORP I $9.50万0.00%100,000 00.0% — 不变
— PRAETORIAN ACQUISITION CORP $9.50万0.00%250,000 00.0% — 不变
— JOBY AVIATION INC $9.50万0.00%262,398 77,82842.2% $2.82万 加仓
— DRUGS MADE IN AMER ACQ II CO $9.55万0.00%1,314,048 -391,302-22.9% -$2.84万 减仓
— NEWBURY STR II ACQUISITION C $9.58万0.00%387,074 00.0% — 不变
— AI INFRASTRUCTURE ACQUISI $9.66万0.00%459,998 00.0% — 不变
— TEAMSHARES INC $9.71万0.00%65,634 65,634— $9.71万 新建仓
— OCEANHAWK ACQUISITION CORP $9.75万0.00%375,000 375,000— $9.75万 新建仓
— VERNAL CAP ACQUISITION CORP $9.80万0.00%500,000 500,000— $9.80万 新建仓
— COLUMBUS CIRCLE CAP CORP II $10.08万0.00%77,566 -89,100-53.5% -$11.58万 减仓
RILY BRC GROUP HOLDINGS INC $10.17万0.00%12,646 -25,310-66.7% -$20.35万 减仓
— RANGE CAP ACQUISITION CORP I $10.20万0.00%300,000 00.0% — 不变
— XMAX INC $10.27万0.00%11,303 1,0159.9% $9,226 加仓
— RUM GROUP INC $10.37万0.00%58,593 00.0% — 不变
MTAL METALS ACQUISITION CORP II $10.44万0.00%10,287 10,287— $10.44万 新建仓