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 |
|---|---|---|---|---|---|---|---|---|
| — | BERTO ACQUISITION CORP | $22.20万 | 0.00% | 300,000 | -221,341 | -42.5% | -$16.38万 | 减仓 |
| VNOM | VIPER ENERGY INC | $22.18万 | 0.00% | 5,230 | 5,230 | — | $22.18万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $22.17万 | 0.00% | 12,150 | 12,150 | — | $22.17万 | 新建仓 |
| KLRA | KAILERA THERAPEUTICS INC | $22.14万 | 0.00% | 10,050 | 10,050 | — | $22.14万 | 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 |
| MRSH | MARSH & MCLENNAN COS INC | $21.67万 | 0.00% | 1,300 | 1,300 | — | $21.67万 | 新建仓 |
| MCK | MCKESSON CORP | $21.16万 | 0.00% | 280 | 280 | — | $21.16万 | 新建仓 |
| — | XEROX HOLDINGS CORP | $21.03万 | 0.00% | 764,586 | -235,414 | -23.5% | -$6.47万 | 减仓 |
| BAND | BANDWIDTH INC | $21.02万 | 0.00% | 3,320 | 3,320 | — | $21.02万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $20.74万 | 0.00% | 669 | 669 | — | $20.74万 | 新建仓 |
| PINS | PINTEREST INC | $20.74万 | 0.00% | 9,860 | 9,860 | — | $20.74万 | 新建仓 |
| — | ARMADA ACQUISITION CORP II | $20.55万 | 0.00% | 241,707 | -51,869 | -17.7% | -$4.41万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $20.39万 | 0.00% | 1,360 | 1,360 | — | $20.39万 | 新建仓 |
| — | CREATIVE MED TECHNOLOGY HLDG | $19.60万 | 0.00% | 135,170 | 135,170 | — | $19.60万 | 新建仓 |
| — | MOBIA MED INC | $19.47万 | 0.00% | 14,530 | 14,530 | — | $19.47万 | 新建仓 |
| — | CHURCHILL CAPITAL CORP IX | $18.69万 | 0.00% | 17,159 | 0 | 0.0% | — | 不变 |
| MAMA | MAMAS CREATIONS INC | $17.85万 | 0.00% | 10,000 | 10,000 | — | $17.85万 | 新建仓 |
| — | MESHFLOW ACQUISITION CORP | $17.56万 | 0.00% | 585,333 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $17.56万 | 0.00% | 13,610 | 13,610 | — | $17.56万 | 新建仓 |
| — | EXYN TECHNOLOGIES INC | $17.16万 | 0.00% | 129,000 | 129,000 | — | $17.16万 | 新建仓 |
| — | COLOMBIER ACQUISITION CORP I | $16.77万 | 0.00% | 209,592 | 35,317 | 20.3% | $2.83万 | 加仓 |
| — | SILVERBOX CORP V | $16.76万 | 0.00% | 349,237 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $16.64万 | 0.00% | 45,600 | 45,600 | — | $16.64万 | 新建仓 |
| — | GEN DIGITAL INC | $16.39万 | 0.00% | 127,057 | -15,673 | -11.0% | -$2.02万 | 减仓 |
| RZLV | REZOLVE AI PLC | $16.29万 | 0.00% | 51,700 | 24,100 | 87.3% | $7.59万 | 加仓 |
| ABSI | ABSCI CORPORATION | $16.27万 | 0.00% | 14,040 | 14,040 | — | $16.27万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $16.20万 | 0.00% | 18,520 | -12,220 | -39.8% | -$10.69万 | 重新持有 |
| — | ALDABRA 4 LQDTY OPP VEH INC | $16.00万 | 0.00% | 333,333 | 0 | 0.0% | — | 不变 |
| — | ARMADA ACQUISITION CORP III | $14.85万 | 0.00% | 450,000 | 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 |
| — | WHITE PEARL ACQUISITION CORP | $14.05万 | 0.00% | 500,000 | 0 | 0.0% | — | 不变 |
| MGTX | MEIRAGTX HLDGS PLC | $13.77万 | 0.00% | 10,190 | 0 | 0.0% | — | 不变 |
| — | IRENIC ACQUISITION CORP | $13.75万 | 0.00% | 250,000 | 250,000 | — | $13.75万 | 新建仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $13.65万 | 0.00% | 10,325 | 10,325 | — | $13.65万 | 新建仓 |
| — | KEYSTONE ACQUISITION CORP | $13.38万 | 0.00% | 300,000 | 300,000 | — | $13.38万 | 新建仓 |
| — | JACKSON ACQUISITION CO II | $13.32万 | 0.00% | 950,000 | 0 | 0.0% | — | 不变 |
| — | MOZAYYX ACQUISITION CORP | $13.17万 | 0.00% | 187,500 | 187,500 | — | $13.17万 | 新建仓 |
| — | KOCHAV DEFENSE ACQUI CO | $13.13万 | 0.00% | 650,000 | 0 | 0.0% | — | 不变 |
| — | HIGHVIEW MERGER CORP | $13.12万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION POINT ACQU CORP V | $13.11万 | 0.00% | 201,700 | -15,060 | -6.9% | -$9,789 | 减仓 |
| PONY | PONY AI INC | $12.83万 | 0.00% | 18,459 | -47,690 | -72.1% | -$33.14万 | 重新持有 |
| — | M EVO GBL ACQUISITION CORP I | $12.70万 | 0.00% | 320,830 | 150,000 | 87.8% | $5.94万 | 加仓 |
| AACO | ABONY ACQUISITION CORP I | $12.56万 | 0.00% | 12,690 | 12,690 | — | $12.56万 | 新建仓 |
| — | SIDDHI ACQUISITION CORP | $12.48万 | 0.00% | 547,305 | -2,695 | -0.5% | -$614 | 减仓 |
| — | GENERAL CATALYST GBL RESIL M | $12.25万 | 0.00% | 125,000 | 125,000 | — | $12.25万 | 新建仓 |
| — | OTG ACQUISITION CORP. I | $12.03万 | 0.00% | 300,725 | -154,000 | -33.9% | -$6.16万 | 减仓 |
| — | HARVARD AVE ACQUISITION CORP | $12.00万 | 0.00% | 750,000 | 0 | 0.0% | — | 不变 |
| — | CRANE HBR ACQUISITION CORP I | $11.80万 | 0.00% | 525,000 | -75,000 | -12.5% | -$1.69万 | 减仓 |
| — | BLAIZE HLDGS INC | $11.69万 | 0.00% | 353,877 | -101,911 | -22.4% | -$3.37万 | 减仓 |
| — | ARMATA PHARMACEUTICALS INC | $11.39万 | 0.00% | 17,584 | 0 | 0.0% | — | 不变 |
| — | GRAFTECH INTL LTD SR NT | $11.17万 | 0.00% | 18,906 | -10,963 | -36.7% | -$6.48万 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $11.08万 | 0.00% | 21,270 | 21,270 | — | $11.08万 | 新建仓 |
| — | HCM IV ACQUISITION CORP | $11.02万 | 0.00% | 204,000 | 204,000 | — | $11.02万 | 新建仓 |
| — | STARLINK AI ACQUISITION CORP | $11.00万 | 0.00% | 499,990 | 499,990 | — | $11.00万 | 新建仓 |
| — | KRAKACQUISITION CORPORATION | $10.84万 | 0.00% | 231,627 | 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 |
| — | DYNAMIX CORP | $10.79万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MTAL | METALS ACQUISITION CORP II | $10.44万 | 0.00% | 10,287 | 10,287 | — | $10.44万 | 新建仓 |
| — | RUM GROUP INC | $10.37万 | 0.00% | 58,593 | 0 | 0.0% | — | 不变 |
| — | XMAX INC | $10.27万 | 0.00% | 11,303 | 1,015 | 9.9% | $9,226 | 加仓 |
| — | RANGE CAP ACQUISITION CORP I | $10.20万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| RILY | BRC GROUP HOLDINGS INC | $10.17万 | 0.00% | 12,646 | -25,310 | -66.7% | -$20.35万 | 减仓 |
| — | COLUMBUS CIRCLE CAP CORP II | $10.08万 | 0.00% | 77,566 | -89,100 | -53.5% | -$11.58万 | 减仓 |
| — | VERNAL CAP ACQUISITION CORP | $9.80万 | 0.00% | 500,000 | 500,000 | — | $9.80万 | 新建仓 |
| — | OCEANHAWK ACQUISITION CORP | $9.75万 | 0.00% | 375,000 | 375,000 | — | $9.75万 | 新建仓 |
| — | TEAMSHARES INC | $9.71万 | 0.00% | 65,634 | 65,634 | — | $9.71万 | 新建仓 |
| — | AI INFRASTRUCTURE ACQUISI | $9.66万 | 0.00% | 459,998 | 0 | 0.0% | — | 不变 |
| — | NEWBURY STR II ACQUISITION C | $9.58万 | 0.00% | 387,074 | 0 | 0.0% | — | 不变 |
| — | DRUGS MADE IN AMER ACQ II CO | $9.55万 | 0.00% | 1,314,048 | -391,302 | -22.9% | -$2.84万 | 减仓 |
| — | JOBY AVIATION INC | $9.50万 | 0.00% | 262,398 | 77,828 | 42.2% | $2.82万 | 加仓 |
| — | PRAETORIAN ACQUISITION CORP | $9.50万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | PERIMETER ACQUISITION CORP I | $9.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION PT ACQUISIT CORP | $9.46万 | 0.00% | 50,882 | 50,882 | — | $9.46万 | 新建仓 |
| — | IDEA ACQUISITION CORP | $9.42万 | 0.00% | 269,247 | 269,247 | — | $9.42万 | 新建仓 |
| — | ARCHIMEDES TECH SPAC PARTNER | $8.72万 | 0.00% | 39,994 | 0 | 0.0% | — | 不变 |
| — | SOLARIUS CAPITAL ACQU CORP | $8.70万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | CAL REDWOOD ACQUISITION CORP | $8.51万 | 0.00% | 340,363 | -28,000 | -7.6% | -$7,000 | 减仓 |
| — | DRUGS MADE IN AMER ACQUTN CO | $8.35万 | 0.00% | 758,719 | -942,827 | -55.4% | -$10.37万 | 减仓 |
| — | CH4 NATURAL SOLUTIONS CORP | $8.25万 | 0.00% | 250,000 | 250,000 | — | $8.25万 | 新建仓 |
| — | RITHM ACQUISITION CORP | $8.17万 | 0.00% | 123,817 | 0 | 0.0% | — | 不变 |
| CAMP | CAMP4 THERAPEUTICS CORP | $8.15万 | 0.00% | 18,661 | -29,850 | -61.5% | -$13.04万 | 减仓 |
| — | X3 ACQUISITION CORP LTD | $8.12万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | CAMBRIDGE ACQUISITION CORP | $8.00万 | 0.00% | 266,666 | 0 | 0.0% | — | 不变 |
| — | GALAXYEDGE ACQUISITION CORP | $7.88万 | 0.00% | 475,000 | 475,000 | — | $7.88万 | 新建仓 |
| — | QUANTUM LEAP ACQUISITION COR | $7.80万 | 0.00% | 600,000 | 600,000 | — | $7.80万 | 新建仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $7.74万 | 0.00% | 12,400 | 12,400 | — | $7.74万 | 新建仓 |
| — | NEWHOLD INVTS CORP IV | $7.47万 | 0.00% | 133,333 | 133,333 | — | $7.47万 | 新建仓 |
| — | M3-BRIGADE ACQUISITION VI CO | $7.33万 | 0.00% | 183,333 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $7.16万 | 0.00% | 95,440 | 95,440 | — | $7.16万 | 新建仓 |
| — | THAYER VENTURES ACQ CORP II | $7.13万 | 0.00% | 375,000 | 0 | 0.0% | — | 不变 |
| — | FIFTH ERA ACQUISITION CORP I | $7.00万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | MCKINLEY ACQUISITION CORP | $6.90万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $6.86万 | 0.00% | 1,102 | 1,102 | — | $6.86万 | 新建仓 |
| — | GALATA ACQUISITION CORP II | $6.80万 | 0.00% | 193,462 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC | $6.79万 | 0.00% | 25,160 | 25,160 | — | $6.79万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6.71万 | 0.00% | 17,800 | 17,800 | — | $6.71万 | 新建仓 |
| — | MUZERO ACQUISITION CORP | $6.71万 | 0.00% | 220,709 | 0 | 0.0% | — | 不变 |
| — | CHENGHE ACQUISITION III CO | $6.66万 | 0.00% | 325,000 | 0 | 0.0% | — | 不变 |
| — | AVERIN CAP ACQUISITION CORP | $6.50万 | 0.00% | 100,000 | 100,000 | — | $6.50万 | 新建仓 |
| — | GENELUX CORPORATION | $6.48万 | 0.00% | 21,542 | -16,193 | -42.9% | -$4.87万 | 减仓 |