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 |
|---|---|---|---|---|---|---|---|---|
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -11,360 | -100.0% | -$9.25万 | 清仓 |
| SLDB | SOLID BIOSCIENCES INC | $0 | 0.00% | 0 | -12,650 | -100.0% | -$9.11万 | 清仓 |
| GERN | GERON CORP | $0 | 0.00% | 0 | -60,800 | -100.0% | -$9.06万 | 清仓 |
| — | HORIZON SPACE ACQUISITION II | $0 | 0.00% | 0 | -400,000 | -100.0% | -$8.80万 | 清仓 |
| MQ | MARQETA INC | $0 | 0.00% | 0 | -21,010 | -100.0% | -$8.57万 | 清仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $0 | 0.00% | 0 | -299,715 | -100.0% | -$7.79万 | 清仓 |
| — | SYNTEC OPTICS HLDGS INC | $0 | 0.00% | 0 | -10,660 | -100.0% | -$7.49万 | 清仓 |
| — | WILLOW LANE ACQUISITION CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$7.25万 | 清仓 |
| DC | DAKOTA GOLD CORP | $0 | 0.00% | 0 | -13,050 | -100.0% | -$6.59万 | 清仓 |
| — | VIKING ACQUISITION CORP I | $0 | 0.00% | 0 | -216,666 | -100.0% | -$6.39万 | 清仓 |
| — | PLAYBOY INC | $0 | 0.00% | 0 | -41,033 | -100.0% | -$6.24万 | 清仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -16,100 | -100.0% | -$6.17万 | 清仓 |
| NB | NIOCORP DEVS LTD | $0 | 0.00% | 0 | -12,870 | -100.0% | -$5.74万 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -14,090 | -100.0% | -$4.97万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -10,740 | -100.0% | -$4.80万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -64,638 | -100.0% | -$4.69万 | 清仓 |
| — | NEWHOLD INVT CORP III | $0 | 0.00% | 0 | -103,289 | -100.0% | -$4.65万 | 清仓 |
| WEST | WESTROCK COFFEE CO | $0 | 0.00% | 0 | -10,580 | -100.0% | -$4.50万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -6,200 | -100.0% | -$4.50万 | 清仓 |
| — | THE REAL BROKERAGE INC | $0 | 0.00% | 0 | -17,470 | -100.0% | -$4.37万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -87,200 | -100.0% | -$4.36万 | 清仓 |
| — | SPACE ASSET ACQUISITION CORP | $0 | 0.00% | 0 | -49,399 | -100.0% | -$4.33万 | 清仓 |
| BCAL | CALIFORNIA BANCORP | $0 | 0.00% | 0 | -2,380 | -100.0% | -$4.22万 | 清仓 |
| — | TRON INC | $0 | 0.00% | 0 | -18,394 | -100.0% | -$4.18万 | 清仓 |
| — | XFLH CAP CORP | $0 | 0.00% | 0 | -400,000 | -100.0% | -$4.00万 | 清仓 |
| — | TRANSLATIONAL DEV ACQUISITIO | $0 | 0.00% | 0 | -325,000 | -100.0% | -$3.90万 | 清仓 |
| CMTG | CLAROS MTG TR INC | $0 | 0.00% | 0 | -15,360 | -100.0% | -$3.66万 | 清仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $0 | 0.00% | 0 | -14,711 | -100.0% | -$3.59万 | 清仓 |
| — | TRAILBLAZER ACQUISITION CORP | $0 | 0.00% | 0 | -84,172 | -100.0% | -$3.34万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -255 | -100.0% | -$3.26万 | 清仓 |
| SLDP | SOLID POWER INC | $0 | 0.00% | 0 | -10,832 | -100.0% | -$3.25万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -11,850 | -100.0% | -$3.25万 | 清仓 |
| — | LIVE OAK ACQUISITION CORP V | $0 | 0.00% | 0 | -20,708 | -100.0% | -$3.00万 | 清仓 |
| — | AXIOM INTELLIGENCE AC CORP 1 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$3.00万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.88万 | 清仓 |
| — | RAPID MICRO BIOSYSTEMS INC | $0 | 0.00% | 0 | -12,524 | -100.0% | -$2.84万 | 清仓 |
| — | NEW HORIZON AIRCRAFT LTD | $0 | 0.00% | 0 | -88,488 | -100.0% | -$2.83万 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -104,501 | -100.0% | -$2.57万 | 清仓 |
| — | COLUMBUS ACQUISITION CORP | $0 | 0.00% | 0 | -70,815 | -100.0% | -$2.55万 | 清仓 |
| — | ORION PROPERTIES INC | $0 | 0.00% | 0 | -11,144 | -100.0% | -$2.40万 | 清仓 |
| — | VINE HILL CAP INVT CORP. | $0 | 0.00% | 0 | -18,803 | -100.0% | -$2.29万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -14,560 | -100.0% | -$2.04万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -11,620 | -100.0% | -$1.98万 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -14,300 | -100.0% | -$1.89万 | 清仓 |
| — | DAEDALUS SPL ACQUISITION COR | $0 | 0.00% | 0 | -43,053 | -100.0% | -$1.77万 | 清仓 |
| — | AURORA INNOVATION INC | $0 | 0.00% | 0 | -80,639 | -100.0% | -$1.60万 | 清仓 |
| — | VOYAGER ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1.51万 | 清仓 |
| — | BAIN CAP GSS INVT CORP | $0 | 0.00% | 0 | -18,700 | -100.0% | -$1.16万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -1,700 | -100.0% | -$1.13万 | 清仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $0 | 0.00% | 0 | -30,000 | -100.0% | -$9,030 | 清仓 |
| — | ARCHIMEDES TECH SPAC PTNRS I | $0 | 0.00% | 0 | -15,001 | -100.0% | -$8,251 | 清仓 |
| — | SPACSPHERE ACQUISITION CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$7,980 | 清仓 |
| — | TITAN ACQUISITION CORP | $0 | 0.00% | 0 | -23,351 | -100.0% | -$7,753 | 清仓 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$6,500 | 清仓 |
| — | CAPTIVISION INC | $0 | 0.00% | 0 | -97,483 | -100.0% | -$5,742 | 清仓 |
| — | BITCOIN DEPOT INC | $0 | 0.00% | 0 | -186,527 | -100.0% | -$3,992 | 清仓 |
| — | GENERATION ESSENTIALS GROUP | $0 | 0.00% | 0 | -13,251 | -100.0% | -$2,518 | 清仓 |