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 |
|---|---|---|---|---|---|---|---|---|
| — | DYNAMIX CORP | $10.79万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ARC GROUP ACQUISITION I CORP | $10.80万 | 0.00% | 460,000 | 460,000 | — | $10.80万 | 新建仓 |
| — | KRAKACQUISITION CORPORATION | $10.84万 | 0.00% | 231,627 | 0 | 0.0% | — | 不变 |
| — | STARLINK AI ACQUISITION CORP | $11.00万 | 0.00% | 499,990 | 499,990 | — | $11.00万 | 新建仓 |
| — | HCM IV ACQUISITION CORP | $11.02万 | 0.00% | 204,000 | 204,000 | — | $11.02万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $11.08万 | 0.00% | 21,270 | 21,270 | — | $11.08万 | 新建仓 |
| — | GRAFTECH INTL LTD SR NT | $11.17万 | 0.00% | 18,906 | -10,963 | -36.7% | -$6.48万 | 减仓 |
| — | ARMATA PHARMACEUTICALS INC | $11.39万 | 0.00% | 17,584 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC | $11.69万 | 0.00% | 353,877 | -101,911 | -22.4% | -$3.37万 | 减仓 |
| — | CRANE HBR ACQUISITION CORP I | $11.80万 | 0.00% | 525,000 | -75,000 | -12.5% | -$1.69万 | 减仓 |
| — | HARVARD AVE ACQUISITION CORP | $12.00万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| — | OTG ACQUISITION CORP. I | $12.03万 | 0.00% | 300,725 | -154,000 | -33.9% | -$6.16万 | 减仓 |
| — | GENERAL CATALYST GBL RESIL M | $12.25万 | 0.00% | 125,000 | 125,000 | — | $12.25万 | 新建仓 |
| — | SIDDHI ACQUISITION CORP | $12.48万 | 0.00% | 547,305 | -2,695 | -0.5% | -$614 | 减仓 |
| AACO | ABONY ACQUISITION CORP I | $12.56万 | 0.00% | 12,690 | 12,690 | — | $12.56万 | 新建仓 |
| — | M EVO GBL ACQUISITION CORP I | $12.70万 | 0.00% | 320,830 | 150,000 | 87.8% | $5.94万 | 加仓 |
| PONY | PONY AI INC | $12.83万 | 0.00% | 18,459 | -47,690 | -72.1% | -$33.14万 | 重新持有 |
| — | INFLECTION POINT ACQU CORP V | $13.11万 | 0.00% | 201,700 | -15,060 | -6.9% | -$9,789 | 减仓 |
| — | HIGHVIEW MERGER CORP | $13.12万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | KOCHAV DEFENSE ACQUI CO | $13.13万 | 0.00% | 650,000 | 0 | 0.0% | — | 不变 |
| — | MOZAYYX ACQUISITION CORP | $13.17万 | 0.00% | 187,500 | 187,500 | — | $13.17万 | 新建仓 |
| — | JACKSON ACQUISITION CO II | $13.32万 | 0.00% | 950,000 | 0 | 0.0% | — | 不变 |
| — | KEYSTONE ACQUISITION CORP | $13.38万 | 0.00% | 300,000 | 300,000 | — | $13.38万 | 新建仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $13.65万 | 0.00% | 10,325 | 10,325 | — | $13.65万 | 新建仓 |
| — | IRENIC ACQUISITION CORP | $13.75万 | 0.00% | 250,000 | 250,000 | — | $13.75万 | 新建仓 |
| MGTX | MEIRAGTX HLDGS PLC | $13.77万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| — | WHITE PEARL ACQUISITION CORP | $14.05万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| — | TRG LATIN AMER ACQUIS CORP | $14.13万 | 0.00% | 800,882 | 800,882 | — | $14.13万 | 新建仓 |
| — | ARMADA ACQUISITION CORP III | $14.85万 | 0.00% | 450,000 | 0 | 0.0% | — | 不变 |
| — | ALDABRA 4 LQDTY OPP VEH INC | $16.00万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $16.20万 | 0.00% | 18,520 | -12,220 | -39.8% | -$10.69万 | 重新持有 |
| ABSI | ABSCI CORPORATION | $16.27万 | 0.00% | 14,040 | 14,040 | — | $16.27万 | 新建仓 |
| RZLV | REZOLVE AI PLC | $16.29万 | 0.00% | 51,700 | 24,100 | 87.3% | $7.59万 | 加仓 |
| — | GEN DIGITAL INC | $16.39万 | 0.00% | 127,057 | -15,673 | -11.0% | -$2.02万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $16.64万 | 0.00% | 45,600 | 45,600 | — | $16.64万 | 新建仓 |
| — | SILVERBOX CORP V | $16.76万 | 0.00% | 349,237 | 0 | 0.0% | — | 不变 |
| — | COLOMBIER ACQUISITION CORP I | $16.77万 | 0.00% | 209,592 | 35,317 | 20.3% | $2.83万 | 加仓 |
| — | EXYN TECHNOLOGIES INC | $17.16万 | 0.00% | 129,000 | 129,000 | — | $17.16万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $17.56万 | 0.00% | 13,610 | 13,610 | — | $17.56万 | 新建仓 |
| — | MESHFLOW ACQUISITION CORP | $17.56万 | 0.00% | 585,333 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $17.85万 | 0.00% | 10,000 | 10,000 | — | $17.85万 | 新建仓 |
| — | CHURCHILL CAPITAL CORP IX | $18.69万 | 0.00% | 17,159 | 0 | 0.0% | — | 不变 |
| — | MOBIA MED INC | $19.47万 | 0.00% | 14,530 | 14,530 | — | $19.47万 | 新建仓 |
| — | CREATIVE MED TECHNOLOGY HLDG | $19.60万 | 0.00% | 135,170 | 135,170 | — | $19.60万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $20.39万 | 0.00% | 1,360 | 1,360 | — | $20.39万 | 新建仓 |
| — | ARMADA ACQUISITION CORP II | $20.55万 | 0.00% | 241,707 | -51,869 | -17.7% | -$4.41万 | 减仓 |
| PINS | PINTEREST INC | $20.74万 | 0.00% | 9,860 | 9,860 | — | $20.74万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $20.74万 | 0.00% | 669 | 669 | — | $20.74万 | 新建仓 |
| BAND | BANDWIDTH INC | $21.02万 | 0.00% | 3,320 | 3,320 | — | $21.02万 | 新建仓 |
| — | XEROX HOLDINGS CORP | $21.03万 | 0.00% | 764,586 | -235,414 | -23.5% | -$6.47万 | 减仓 |
| MCK | MCKESSON CORP | $21.16万 | 0.00% | 280 | 280 | — | $21.16万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.67万 | 0.00% | 1,300 | 1,300 | — | $21.67万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $22.06万 | 0.00% | 10,450 | -124,417 | -92.3% | -$262.64万 | 重新持有 |
| KLRA | KAILERA THERAPEUTICS INC | $22.14万 | 0.00% | 10,050 | 10,050 | — | $22.14万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $22.17万 | 0.00% | 12,150 | 12,150 | — | $22.17万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $22.18万 | 0.00% | 5,230 | 5,230 | — | $22.18万 | 新建仓 |
| — | BERTO ACQUISITION CORP | $22.20万 | 0.00% | 300,000 | -221,341 | -42.5% | -$16.38万 | 减仓 |
| OKTA | OKTA INC | $22.24万 | 0.00% | 1,630 | 1,630 | — | $22.24万 | 新建仓 |
| TRGP | TARGA RES CORP | $22.26万 | 0.00% | 830 | 830 | — | $22.26万 | 新建仓 |
| NEM | NEWMONT CORP | $22.51万 | 0.00% | 2,410 | 2,410 | — | $22.51万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $22.93万 | 0.00% | 12,870 | 12,870 | — | $22.93万 | 新建仓 |
| GWW | WW GRAINGER INC | $23.13万 | 0.00% | 170 | 170 | — | $23.13万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $23.28万 | 0.00% | 980 | 980 | — | $23.28万 | 新建仓 |
| KKR | KKR & CO INC | $23.31万 | 0.00% | 2,540 | 2,540 | — | $23.31万 | 新建仓 |
| — | BLUE WTR ACQUISITION CORP IV | $23.48万 | 0.00% | 23,718 | 23,718 | — | $23.48万 | 新建仓 |
| VLTO | VERALTO CORP | $23.68万 | 0.00% | 2,670 | 2,670 | — | $23.68万 | 新建仓 |
| DVA | DAVITA INC | $23.96万 | 0.00% | 1,077 | 1,077 | — | $23.96万 | 新建仓 |
| T | AT&T INC | $23.97万 | 0.00% | 11,580 | -77,526 | -87.0% | -$160.48万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $24.48万 | 0.00% | 601 | -15,124 | -96.2% | -$615.94万 | 减仓 |
| NET | CLOUDFLARE INC | $24.53万 | 0.00% | 1,000 | 1,000 | — | $24.53万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $25.04万 | 0.00% | 2,960 | 2,960 | — | $25.04万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $25.20万 | 0.00% | 680 | -59,822 | -98.9% | -$2,216.94万 | 减仓 |
| BAC | BANK OF AMER CORP | $25.36万 | 0.00% | 4,451 | -6,290 | -58.6% | -$35.84万 | 减仓 |
| PEP | PEPSICO INC | $25.46万 | 0.00% | 1,880 | -32,107 | -94.5% | -$434.73万 | 重新持有 |
| — | 1RT ACQUISITION CORP. | $25.60万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| SAAQ | SPACE ASSET ACQUISITION CORP | $25.66万 | 0.00% | 25,254 | -274,746 | -91.6% | -$279.14万 | 减仓 |
| CADL | CANDEL THERAPEUTICS INC | $25.75万 | 0.00% | 25,000 | -34,210 | -57.8% | -$35.24万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $26.07万 | 0.00% | 520 | 520 | — | $26.07万 | 新建仓 |
| YEXT | YEXT INC | $26.44万 | 0.00% | 56,616 | -845,654 | -93.7% | -$394.92万 | 减仓 |
| PAYX | PAYCHEX INC | $27.14万 | 0.00% | 2,760 | 2,760 | — | $27.14万 | 新建仓 |
| DT | DYNATRACE INC | $27.93万 | 0.00% | 6,360 | 6,360 | — | $27.93万 | 新建仓 |
| MRK | MERCK & CO INC | $28.40万 | 0.00% | 2,210 | -99,295 | -97.8% | -$1,275.94万 | 减仓 |
| RHI | ROBERT HALF INC. | $28.56万 | 0.00% | 9,303 | 9,303 | — | $28.56万 | 新建仓 |
| — | FG IMPERII ACQUISITION CORP | $28.58万 | 0.00% | 974,132 | 0 | 0.0% | — | 不变 |
| — | KENSINGTON CAP ACQUISITION | $28.75万 | 0.00% | 250,000 | 250,000 | — | $28.75万 | 新建仓 |
| — | RRE VENTURES ACQUISITION COR | $28.80万 | 0.00% | 533,333 | 533,333 | — | $28.80万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $29.21万 | 0.00% | 3,384 | 3,384 | — | $29.21万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $29.25万 | 0.00% | 1,000 | 1,000 | — | $29.25万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $29.27万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $29.27万 | 0.00% | 375,000 | 375,000 | — | $29.27万 | 新建仓 |
| — | GSR IV ACQUISITION CORP | $29.57万 | 0.00% | 128,571 | 0 | 0.0% | — | 不变 |
| — | SPRING VY ACQUISITION CORP I | $29.67万 | 0.00% | 28,973 | -21,027 | -42.1% | -$21.53万 | 减仓 |
| TPR | TAPESTRY INC | $29.72万 | 0.00% | 2,030 | 2,030 | — | $29.72万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC 看涨期权 | $29.86万 | 0.00% | 11,200 | -129,300 | -92.0% | -$344.71万 | 重新持有 |
| FTNT | FORTINET INC | $29.96万 | 0.00% | 1,950 | 1,950 | — | $29.96万 | 新建仓 |
| CB | CHUBB LIMITED | $29.99万 | 0.00% | 880 | 880 | — | $29.99万 | 新建仓 |
| WAT | WATERS CORP | $30.00万 | 0.00% | 800 | -29,200 | -97.3% | -$1,095.12万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $30.10万 | 0.00% | 1,930 | 1,930 | — | $30.10万 | 新建仓 |
| P | EVERPURE INC | $30.73万 | 0.00% | 3,900 | 3,900 | — | $30.73万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $31.06万 | 0.00% | 3,049 | 3,049 | — | $31.06万 | 新建仓 |