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 |
|---|---|---|---|---|---|---|---|---|
| CURB | CURBLINE PPTYS CORP | $310.31万 | 0.01% | 102,074 | 102,074 | — | $310.31万 | 新建仓 |
| FN | FABRINET | $310.27万 | 0.01% | 5,520 | 3,589 | 185.9% | $201.73万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $310.02万 | 0.01% | 20,925 | -3,512 | -14.4% | -$52.03万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $309.47万 | 0.01% | 49,208 | -1,645 | -3.2% | -$10.35万 | 减仓 |
| GRFS | GRIFOLS S A | $308.24万 | 0.01% | 435,361 | 147,487 | 51.2% | $104.42万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $307.14万 | 0.01% | 89,756 | 0 | 0.0% | — | 不变 |
| — | CO2 ENERGY TRANSITION CORP | $306.24万 | 0.01% | 290,001 | 1 | 0.0% | $11 | 加仓 |
| — | EMMIS ACQUISITION CORP. | $305.40万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| MKLY | MCKINLEY ACQUISITION CORP | $304.50万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $303.48万 | 0.01% | 55,279 | 55,279 | — | $303.48万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $303.27万 | 0.01% | 35,000 | 5,000 | 16.7% | $43.33万 | 加仓 |
| TDWD | TAILWIND 2.0 ACQUISITION COR | $301.05万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $300.64万 | 0.01% | 36,866 | 15,866 | 75.6% | $129.39万 | 加仓 |
| EVOX | EVOLUTION GLOBAL ACQUISITION | $300.60万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| — | ALPEX ACQUISITION CORP | $300.60万 | 0.01% | 300,000 | 300,000 | — | $300.60万 | 新建仓 |
| ARCI | ARCHIMEDES TECH SPAC PTNRS I | $300.30万 | 0.01% | 300,000 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $297.38万 | 0.01% | 36,103 | -39,853 | -52.5% | -$328.27万 | 减仓 |
| SMTC | SEMTECH CORP | $295.54万 | 0.01% | 18,260 | 18,260 | — | $295.54万 | 新建仓 |
| SANM | SANMINA CORP | $294.33万 | 0.01% | 11,630 | 11,630 | — | $294.33万 | 新建仓 |
| EXP | EAGLE MATLS INC | $293.08万 | 0.01% | 13,026 | -12,432 | -48.8% | -$279.72万 | 减仓 |
| RMBS | RAMBUS INC DEL | $292.29万 | 0.01% | 22,020 | 22,020 | — | $292.29万 | 新建仓 |
| — | PALOMA ACQUISITION CORP I | $292.00万 | 0.01% | 294,950 | 294,950 | — | $292.00万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $290.46万 | 0.01% | 19,360 | 19,360 | — | $290.46万 | 新建仓 |
| WERN | WERNER ENTERPRISES INC | $286.02万 | 0.01% | 65,587 | 55,587 | 555.9% | $242.41万 | 加仓 |
| AA | ALCOA CORP | $285.05万 | 0.01% | 54,671 | 3,766 | 7.4% | $19.64万 | 加仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $284.54万 | 0.01% | 9,400 | 9,400 | — | $284.54万 | 新建仓 |
| ESAB | ESAB CORPORATION | $284.02万 | 0.01% | 28,797 | 22,597 | 364.5% | $222.87万 | 加仓 |
| LMND | LEMONADE INC | $281.84万 | 0.01% | 43,327 | -7,493 | -14.7% | -$48.74万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $279.75万 | 0.01% | 58,587 | -12,492 | -17.6% | -$59.65万 | 减仓 |
| FRBT | FORBRIGHT INC | $278.78万 | 0.01% | 152,424 | 152,424 | — | $278.78万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $275.55万 | 0.01% | 21,869 | 21,869 | — | $275.55万 | 新建仓 |
| DY | DYCOM INDS INC | $275.04万 | 0.01% | 5,440 | 5,440 | — | $275.04万 | 新建仓 |
| TMTS | SPARTACUS ACQUISITION CORP I | $275.00万 | 0.01% | 274,998 | 274,998 | — | $275.00万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $273.71万 | 0.01% | 1,980 | 1,980 | — | $273.71万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $272.52万 | 0.01% | 57,085 | 57,085 | — | $272.52万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $271.24万 | 0.01% | 35,281 | 35,281 | — | $271.24万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $270.92万 | 0.01% | 5,000 | -15,918 | -76.1% | -$862.48万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $270.76万 | 0.01% | 27,000 | -1,323,000 | -98.0% | -$1.33亿 | 重新持有 |
| SONO | SONOS INC | $270.60万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $269.90万 | 0.01% | 31,869 | 31,869 | — | $269.90万 | 新建仓 |
| RGNX | REGENXBIO INC | $269.55万 | 0.01% | 225,000 | 45,000 | 25.0% | $53.91万 | 加仓 |
| LPBB | LAUNCH TWO ACQUISITION CORP. | $269.14万 | 0.01% | 251,061 | -200 | -0.1% | -$2,144 | 减仓 |
| — | RIBBON ACQUISITION CORP | $269.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $268.98万 | 0.01% | 7,000 | 2,000 | 40.0% | $76.85万 | 重新持有 |
| — | EMPERY DIGITAL INC | $268.78万 | 0.01% | 755,000 | 0 | 0.0% | — | 不变 |
| LFTO | LIFTOFF MOBILE INC | $268.52万 | 0.01% | 111,790 | 111,790 | — | $268.52万 | 新建仓 |
| RAL | RALLIANT CORP | $267.40万 | 0.01% | 36,317 | -92,399 | -71.8% | -$680.33万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $266.97万 | 0.01% | 7,160 | 7,160 | — | $266.97万 | 新建仓 |
| PCVX | VAXCYTE INC | $261.58万 | 0.01% | 45,000 | 14,030 | 45.3% | $81.56万 | 加仓 |
| CDE | COEUR MNG INC | $259.94万 | 0.01% | 159,280 | 159,280 | — | $259.94万 | 新建仓 |
| DAAQ | DIGITAL ASSET ACQUISITION CO | $259.50万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $259.40万 | 0.01% | 70,508 | 40,208 | 132.7% | $147.93万 | 加仓 |
| IGAC | INVEST GREEN ACQUISITION COR | $256.86万 | 0.01% | 256,601 | 0 | 0.0% | — | 不变 |
| — | STARRY SEA ACQUISITION CORP | $256.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $255.73万 | 0.01% | 15,990 | 15,990 | — | $255.73万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $255.57万 | 0.01% | 30,000 | -9,470 | -24.0% | -$80.67万 | 减仓 |
| BLZR | TRAILBLAZER ACQUISITION CORP | $255.55万 | 0.01% | 252,518 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $254.99万 | 0.01% | 955,000 | -13,940 | -1.4% | -$3.72万 | 减仓 |
| HEI/A | HEICO CORP NEW | $253.78万 | 0.01% | 9,840 | 9,840 | — | $253.78万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $252.77万 | 0.01% | 10,310 | 10,310 | — | $252.77万 | 新建仓 |
| NTR | NUTRIEN LTD 看涨期权 | $251.80万 | 0.01% | 40,000 | 40,000 | — | $251.80万 | 新建仓 |
| PACH | PIONEER ACQUISITION I CORP | $251.17万 | 0.01% | 246,000 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $250.02万 | 0.01% | 44,590 | 44,590 | — | $250.02万 | 新建仓 |
| BIXI | BITCOIN INFRASTRUCTURE ACQUI | $250.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| ITHA | ITHAX ACQUISITION CORP III | $249.50万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP | $249.25万 | 0.01% | 150,970 | 0 | 0.0% | — | 不变 |
| WLCOU | WILCO 63 CORP | $248.75万 | 0.01% | 250,000 | 250,000 | — | $248.75万 | 新建仓 |
| — | MOUNTAIN CREST ACQUISITION 6 | $248.00万 | 0.01% | 250,000 | 250,000 | — | $248.00万 | 新建仓 |
| ELMT | ELMET GROUP CO (THE) | $246.75万 | 0.01% | 125,000 | 125,000 | — | $246.75万 | 新建仓 |
| CXT | CRANE NXT CO | $245.92万 | 0.01% | 48,068 | -22,123 | -31.5% | -$113.18万 | 减仓 |
| SCII | SC II ACQUISITION CORP | $245.35万 | 0.01% | 244,376 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $242.72万 | 0.01% | 70,009 | -81,357 | -53.7% | -$282.06万 | 减仓 |
| AESPU | AEON ACQUISITION I CORP | $242.40万 | 0.01% | 240,000 | 240,000 | — | $242.40万 | 新建仓 |
| ALAB | ASTERA LABS INC | $241.99万 | 0.01% | 5,010 | 5,010 | — | $241.99万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $241.32万 | 0.01% | 7,600 | -79 | -1.0% | -$2.51万 | 减仓 |
| — | QUANTUMSPHERE ACQUISITION CO | $240.17万 | 0.01% | 235,000 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $240.09万 | 0.01% | 38,262 | 38,262 | — | $240.09万 | 新建仓 |
| MTN | VAIL RESORTS INC 看跌期权 | $238.26万 | 0.01% | 17,500 | 17,500 | — | $238.26万 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $237.37万 | 0.01% | 100,000 | 100,000 | — | $237.37万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $237.02万 | 0.01% | 1,693,000 | -11,980 | -0.7% | -$1.68万 | 减仓 |
| — | K2 CAP ACQUISITION CORP | $235.38万 | 0.01% | 236,560 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $234.10万 | 0.01% | 12,500 | -7,560 | -37.7% | -$141.58万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $233.25万 | 0.01% | 48,253 | -26,747 | -35.7% | -$129.29万 | 减仓 |
| VLO | VALERO ENERGY CORP | $233.02万 | 0.01% | 8,947 | 8,947 | — | $233.02万 | 新建仓 |
| INTC | INTEL CORP 看涨期权 | $231.79万 | 0.01% | 16,600 | -19,100 | -53.5% | -$266.69万 | 重新持有 |
| — | EPR PPTYS | $231.76万 | 0.01% | 88,599 | 88,599 | — | $231.76万 | 新建仓 |
| GM | GENERAL MTRS CO 看涨期权 | $231.24万 | 0.01% | 30,000 | 30,000 | — | $231.24万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $231.02万 | 0.01% | 161,102 | 61,102 | 61.1% | $87.62万 | 加仓 |
| PWR | QUANTA SVCS INC | $230.41万 | 0.01% | 3,200 | -1,889 | -37.1% | -$136.02万 | 重新持有 |
| PCAP | PROCAP ACQUISITION CORP | $229.73万 | 0.01% | 223,039 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $229.58万 | 0.01% | 14,620 | 14,620 | — | $229.58万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $226.59万 | 0.01% | 27,802 | 27,802 | — | $226.59万 | 新建仓 |
| — | LEAPFROG ACQUISITION CORP | $224.89万 | 0.01% | 225,000 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $224.76万 | 0.01% | 23,550 | -2,477 | -9.5% | -$23.64万 | 重新持有 |
| BIII | BLACK SPADE ACQUISITION III | $223.88万 | 0.01% | 225,000 | 0 | 0.0% | — | 不变 |
| LCLN | LINCOLN INTL INC | $221.15万 | 0.01% | 92,648 | 92,648 | — | $221.15万 | 新建仓 |
| LOW | LOWES COS INC | $220.49万 | 0.01% | 10,000 | 10,000 | — | $220.49万 | 新建仓 |
| GMRS | GMR SOLUTIONS INC | $219.27万 | 0.01% | 141,830 | 141,830 | — | $219.27万 | 新建仓 |
| — | CRITICAL METALS CORP | $217.62万 | 0.01% | 606,187 | -8,482 | -1.4% | -$3.05万 | 减仓 |
| FIVE | FIVE BELOW INC | $215.75万 | 0.01% | 12,000 | -25,720 | -68.2% | -$462.42万 | 减仓 |