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
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 |
|---|---|---|---|---|---|---|---|---|
| — | TEXAS VENTURES ACQUISITION I | $6.43万 | 0.00% | 121,250 | 0 | 0.0% | — | 不变 |
| — | RIBBON ACQUISITION CORP | $6.40万 | 0.00% | 245,998 | 0 | 0.0% | — | 不变 |
| — | TWELVE SEAS INVT CO III | $6.30万 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| — | 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 |
| — | ILLUMINATION ACQUISITIO CORP | $6.23万 | 0.00% | 127,132 | 127,132 | — | $6.23万 | 新建仓 |
| — | SILICON VY ACQUISITION CORP | $6.20万 | 0.00% | 81,108 | 81,108 | — | $6.20万 | 新建仓 |
| — | IRON HORSE ACQUISIT II CORP | $6.10万 | 0.00% | 379,148 | 0 | 0.0% | — | 不变 |
| — | OYSTER ENTERPRISES II ACQUIS | $6.02万 | 0.00% | 501,530 | 0 | 0.0% | — | 不变 |
| — | LAKESHORE ACQUISITION III CO | $6.00万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | SPRING VY ACQUISITION CORP I | $5.99万 | 0.00% | 59,900 | -39,819 | -39.9% | -$3.98万 | 减仓 |
| — | GESHER ACQUISITION CORP. II | $5.95万 | 0.00% | 212,500 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAP CORP XII | $5.95万 | 0.00% | 35,000 | 35,000 | — | $5.95万 | 新建仓 |
| — | XSOLLA SPAC 1 | $5.62万 | 0.00% | 235,000 | 0 | 0.0% | — | 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 |
| — | APEX TREAS CORP | $5.59万 | 0.00% | 186,380 | 0 | 0.0% | — | 不变 |
| — | LAKE SUPERIOR ACQUISITION CO | $5.55万 | 0.00% | 52,888 | -7,112 | -11.9% | -$7,468 | 减仓 |
| — | ARC GROUP ACQUISITION I CORP | $5.52万 | 0.00% | 460,000 | 460,000 | — | $5.52万 | 新建仓 |
| — | ENERGY TRANSITION SPL OPPORT | $5.50万 | 0.00% | 183,250 | 183,250 | — | $5.50万 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $5.27万 | 0.00% | 64,040 | 64,040 | — | $5.27万 | 新建仓 |
| — | BLUEROCK ACQUISITION CORP | $5.25万 | 0.00% | 116,666 | 0 | 0.0% | — | 不变 |
| — | EINRIDE AB | $5.23万 | 0.00% | 87,200 | 87,200 | — | $5.23万 | 新建仓 |
| — | CO2 ENERGY TRANSITION CORP | $5.22万 | 0.00% | 290,000 | 0 | 0.0% | — | 不变 |
| — | K2 CAP ACQUISITION CORP | $5.20万 | 0.00% | 236,342 | -218 | -0.1% | -$48 | 减仓 |
| IPFX | INFLECTION PT ACQUISIT CORP | $5.17万 | 0.00% | 5,000 | 5,000 | — | $5.17万 | 新建仓 |
| — | ALIGHT INC | $5.17万 | 0.00% | 92,270 | 92,270 | — | $5.17万 | 新建仓 |
| — | PALOMA ACQUISITION CORP I | $5.16万 | 0.00% | 147,475 | 147,475 | — | $5.16万 | 新建仓 |
| — | QUASAREDGE ACQUISITION CORP | $5.00万 | 0.00% | 200,000 | 200,000 | — | $5.00万 | 新建仓 |
| — | SPARTACUS ACQUISITION CORP I | $4.95万 | 0.00% | 91,666 | 91,666 | — | $4.95万 | 新建仓 |
| — | ORAMED PHARMACEUTICALS INC | $4.94万 | 0.00% | 10,265 | -41,405 | -80.1% | -$19.92万 | 减仓 |
| — | JENA ACQUISITION CORP II | $4.91万 | 0.00% | 288,672 | 0 | 0.0% | — | 不变 |
| — | LEGATO MERGER CORP IV | $4.81万 | 0.00% | 115,733 | 0 | 0.0% | — | 不变 |
| — | VINE HILL CAP INVTS CORP II | $4.68万 | 0.00% | 101,666 | -115,000 | -53.1% | -$5.29万 | 减仓 |
| — | INVEST GREEN ACQUISITION COR | $4.62万 | 0.00% | 256,601 | 0 | 0.0% | — | 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 |
| — | BEST SPAC I ACQUISITION CORP | $4.55万 | 0.00% | 275,000 | 0 | 0.0% | — | 不变 |
| — | SC II ACQUISITION CORP | $4.55万 | 0.00% | 244,376 | 0 | 0.0% | — | 不变 |
| — | EMMIS ACQUISITION CORP. | $4.50万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | SAFEGUARD ACQUISITION CORP | $4.42万 | 0.00% | 75,000 | -74,624 | -49.9% | -$4.40万 | 减仓 |
| — | AA MISSION ACQUISITION CORP | $4.40万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| VTEX | VTEX | $4.40万 | 0.00% | 11,000 | 11,000 | — | $4.40万 | 新建仓 |
| PONY | PONY AI INC 看涨期权 | $4.24万 | 0.00% | 6,100 | 4,100 | 205.0% | $2.85万 | 重新持有 |
| — | COLLECTIVE ACQUISITION CORP | $4.23万 | 0.00% | 100,799 | -49,201 | -32.8% | -$2.07万 | 减仓 |
| — | CO2 ENERGY TRANSITION CORP | $4.20万 | 0.00% | 290,000 | 0 | 0.0% | — | 不变 |
| — | STARRY SEA ACQUISITION CORP | $4.13万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | OMNIAB INC | $4.13万 | 0.00% | 465,229 | 0 | 0.0% | — | 不变 |
| — | K&F GROWTH ACQUISITION CORP | $4.12万 | 0.00% | 374,953 | 0 | 0.0% | — | 不变 |
| — | LEAPFROG ACQUISITION CORP | $4.05万 | 0.00% | 112,500 | 0 | 0.0% | — | 不变 |
| — | KULR TECHNOLOGY GROUP INC | $3.98万 | 0.00% | 10,440 | 10,440 | — | $3.98万 | 新建仓 |
| — | ALUSSA ENERGY ACQUISIT CORP | $3.97万 | 0.00% | 99,426 | -100,000 | -50.1% | -$4.00万 | 减仓 |
| — | HALL CHADWICK ACQUISITION CO | $3.94万 | 0.00% | 136,692 | -163,308 | -54.4% | -$4.71万 | 减仓 |
| — | GENERAL PURP ACQUISITION COR | $3.90万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | MILUNA ACQUISITION CORP | $3.90万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | GIGCAPITAL9 CORP | $3.90万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | BITCOIN INFRASTRUCTURE ACQUI | $3.90万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | ACTIVATE ENERGY ACQUISIT COR | $3.80万 | 0.00% | 100,000 | -87,500 | -46.7% | -$3.33万 | 减仓 |
| — | TAILWIND 2.0 ACQUISITION COR | $3.75万 | 0.00% | 300,000 | 0 | 0.0% | — | 不变 |
| — | LAFAYETTE DIGITAL ACQUISITIO | $3.68万 | 0.00% | 118,750 | 0 | 0.0% | — | 不变 |
| — | EGH ACQUISITION CORP. | $3.63万 | 0.00% | 90,800 | -73,300 | -44.7% | -$2.93万 | 减仓 |
| — | PYROPHYTE ACQUISITION CORP. | $3.56万 | 0.00% | 71,245 | 14,600 | 25.8% | $7,300 | 加仓 |
| — | PANTAGES CAPITAL ACQUISITION | $3.50万 | 0.00% | 175,000 | 0 | 0.0% | — | 不变 |
| — | ITHAX ACQUISITION CORP III | $3.40万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $3.35万 | 0.00% | 11,000 | -281,250 | -96.2% | -$85.78万 | 减仓 |
| — | PROCAP ACQUISITION CORP | $3.32万 | 0.00% | 103,652 | 0 | 0.0% | — | 不变 |
| — | HENNESSY CAP INVTS CORP VIII | $3.22万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | ROMAN DBDR ACQUISITION CORP | $3.14万 | 0.00% | 156,939 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP III | $2.80万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | CROWN RESV ACQUISITION CORP | $2.80万 | 0.00% | 175,000 | -123,600 | -41.4% | -$1.98万 | 减仓 |
| — | ORIGIN INVT CORP I | $2.77万 | 0.00% | 250,000 | 0 | 0.0% | — | 不变 |
| — | OXLEY BRIDGE ACQ LTD | $2.77万 | 0.00% | 130,000 | 0 | 0.0% | — | 不变 |
| — | LUFAX HOLDING LTD | $2.75万 | 0.00% | 20,800 | 0 | 0.0% | — | 不变 |
| — | PSQ HOLDINGS INC | $2.70万 | 0.00% | 673,474 | 0 | 0.0% | — | 不变 |
| — | PIONEER ACQUISITION I CORP | $2.65万 | 0.00% | 123,000 | 0 | 0.0% | — | 不变 |
| — | VENDOME ACQUISITION CORP I | $2.62万 | 0.00% | 87,500 | 0 | 0.0% | — | 不变 |
| — | D BORAL ACQUISITION I CORP | $2.62万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| — | QUANTUMSPHERE ACQUISITION CO | $2.55万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | NEWBRIDGE ACQUISITION LTD | $2.50万 | 0.00% | 100,000 | -100,000 | -50.0% | -$2.50万 | 减仓 |
| — | TALON CAP CORP | $2.24万 | 0.00% | 35,000 | -100,019 | -74.1% | -$6.40万 | 减仓 |
| — | LIGHTWAVE ACQUISITION CORP | $2.21万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| — | CSLM DIGITA ASSET ACQ CORP I | $2.20万 | 0.00% | 100,000 | -98,846 | -49.7% | -$2.18万 | 减仓 |
| — | QUARTZSEA ACQUISITION CORP | $2.20万 | 0.00% | 100,000 | -75,000 | -42.9% | -$1.65万 | 减仓 |
| — | OPPFI INC | $2.14万 | 0.00% | 714,194 | 0 | 0.0% | — | 不变 |
| — | MELAR ACQUISITION CORP. I | $2.13万 | 0.00% | 162,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN DRIVE ACQUISITION C | $2.10万 | 0.00% | 33,333 | 0 | 0.0% | — | 不变 |
| — | REPUBLIC DIGITAL ACQUISITION | $2.00万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | EVOLUTION GLOBAL ACQUISITION | $1.98万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | WESTIN ACQUISITION CORP | $1.84万 | 0.00% | 99,320 | -680 | -0.7% | -$126 | 减仓 |
| — | CHARLTON ARIA ACQUISITION CO | $1.83万 | 0.00% | 226,000 | -99,000 | -30.5% | -$7,999 | 减仓 |
| — | LAUNCH TWO ACQUISITION CORP. | $1.73万 | 0.00% | 50,000 | -25,000 | -33.3% | -$8,625 | 减仓 |
| — | CHAMPIONSGATE ACQUISITION CO | $1.71万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| — | PLUTONIAN ACQUISITION CORP I | $1.70万 | 0.00% | 100,000 | 100,000 | — | $1.70万 | 新建仓 |
| — | SPACSPHERE ACQUISITION CORP | $1.69万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | BUZZFEED INC | $1.66万 | 0.00% | 11,365 | 11,365 | — | $1.66万 | 新建仓 |
| — | RF ACQUISITION CORP III | $1.65万 | 0.00% | 149,900 | -100 | -0.1% | -$11 | 减仓 |
| — | GLOBA TERRA ACQUISITION COR | $1.65万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | NEW AMER ACQUISITION I CORP | $1.65万 | 0.00% | 27,500 | 0 | 0.0% | — | 不变 |
| — | STEAKHOLDER FOODS LTD | $1.65万 | 0.00% | 29,896 | 29,896 | — | $1.65万 | 新建仓 |
| — | BLUEPORT ACQUISITION LTD | $1.60万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | DT CLOUD STAR ACQUISITION CO | $1.60万 | 0.00% | 145,000 | 0 | 0.0% | — | 不变 |