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 |
|---|---|---|---|---|---|---|---|---|
| — | CHARLTON ARIA ACQUISITION CO | $215.56万 | 0.01% | 199,595 | -125,405 | -38.6% | -$135.44万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $214.55万 | 0.01% | 221,642 | 221,642 | — | $214.55万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $208.83万 | 0.01% | 25,620 | -38,523 | -60.1% | -$314.00万 | 减仓 |
| CCAQ | COLLECTIVE ACQUISITION CORP | $208.60万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| — | CANTOR EQUITY PARTNERS VI IN | $207.40万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $203.32万 | 0.01% | 40,000 | -8,170 | -17.0% | -$41.53万 | 减仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $202.25万 | 0.01% | 76,263 | -104,089 | -57.7% | -$276.04万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $202.10万 | 0.01% | 18,800 | 18,800 | — | $202.10万 | 新建仓 |
| HCAC | HALL CHADWICK ACQUISITION CO | $200.80万 | 0.01% | 200,000 | -100,000 | -33.3% | -$100.40万 | 减仓 |
| CAES | CANTOR EQUITY PARTNERS VII I | $200.80万 | 0.01% | 199,006 | 199,006 | — | $200.80万 | 新建仓 |
| — | BURTECH ACQUISITION CORP II | $200.40万 | 0.01% | 200,000 | 200,000 | — | $200.40万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $200.04万 | 0.01% | 53,630 | 53,630 | — | $200.04万 | 新建仓 |
| PTACU | PATRIOT ACQUISITION CORP | $200.00万 | 0.01% | 200,000 | 200,000 | — | $200.00万 | 新建仓 |
| — | NEWBRIDGE ACQUISITION LTD | $199.80万 | 0.01% | 200,000 | 200,000 | — | $199.80万 | 新建仓 |
| SSAC | SPACSPHERE ACQUISITION CORP | $199.60万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| — | RENATUS TACTICAL ACQUIS | $199.12万 | 0.01% | 190,000 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $198.94万 | 0.01% | 11,935 | 11,935 | — | $198.94万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $198.94万 | 0.01% | 26,480 | 23,030 | 667.5% | $173.02万 | 加仓 |
| HCIC | HENNESSY CAP INVTS CORP VIII | $198.60万 | 0.01% | 200,000 | 0 | 0.0% | — | 不变 |
| — | QUASAREDGE ACQUISITION CORP | $198.60万 | 0.01% | 200,000 | 200,000 | — | $198.60万 | 新建仓 |
| — | CLEARTHINK 1 ACQUISITION COR | $198.20万 | 0.01% | 200,000 | 200,000 | — | $198.20万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $197.38万 | 0.01% | 5,259 | -1,901 | -26.6% | -$71.35万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $195.67万 | 0.01% | 21,867 | -18,496 | -45.8% | -$165.50万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $193.94万 | 0.01% | 9,634 | 298 | 3.2% | $6.00万 | 加仓 |
| SHAK | SHAKE SHACK INC 看跌期权 | $193.27万 | 0.01% | 34,500 | 34,500 | — | $193.27万 | 新建仓 |
| PNR | PENTAIR PLC | $192.78万 | 0.01% | 25,148 | 5,148 | 25.7% | $39.46万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $192.61万 | 0.01% | 25,860 | 25,860 | — | $192.61万 | 新建仓 |
| FLEX | FLEX LTD | $187.71万 | 0.01% | 11,582 | 11,582 | — | $187.71万 | 新建仓 |
| MKSI | MKS INC. | $187.26万 | 0.01% | 4,210 | 4,210 | — | $187.26万 | 新建仓 |
| — | COLUMBUS ACQUISITION CORP | $185.63万 | 0.01% | 174,300 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD | $185.26万 | 0.01% | 106,780 | -96,327 | -47.4% | -$167.13万 | 减仓 |
| VGNT | VERSIGENT PLC | $185.01万 | 0.01% | 44,040 | 44,040 | — | $185.01万 | 新建仓 |
| — | QUARTZSEA ACQUISITION CORP | $184.27万 | 0.01% | 175,159 | 159 | 0.1% | $1,673 | 加仓 |
| — | VALARIS LTD | $184.10万 | 0.00% | 219,684 | 61,586 | 39.0% | $51.61万 | 加仓 |
| ARTC | ART TECHNOLOGY ACQUISITION C | $183.76万 | 0.00% | 184,872 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $183.20万 | 0.00% | 100,000 | 34,650 | 53.0% | $63.48万 | 加仓 |
| UGI | UGI CORP NEW | $182.62万 | 0.00% | 52,873 | -181,548 | -77.4% | -$627.07万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $181.50万 | 0.00% | 100,000 | 15,180 | 17.9% | $27.55万 | 加仓 |
| AMRZ | AMRIZE LTD | $180.61万 | 0.00% | 33,885 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC | $180.58万 | 0.00% | 61,421 | -597,596 | -90.7% | -$1,756.93万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $180.28万 | 0.00% | 6,664 | 6,664 | — | $180.28万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $176.96万 | 0.00% | 125,505 | 60,477 | 93.0% | $85.27万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $176.27万 | 0.00% | 36,916 | 36,916 | — | $176.27万 | 新建仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $170.46万 | 0.00% | 61,985 | -118,538 | -65.7% | -$325.98万 | 减仓 |
| MTN | VAIL RESORTS INC 看涨期权 | $170.19万 | 0.00% | 12,500 | 12,500 | — | $170.19万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $165.19万 | 0.00% | 54,625 | -46,935 | -46.2% | -$141.93万 | 重新持有 |
| WWD | WOODWARD INC | $164.82万 | 0.00% | 3,874 | 3,874 | — | $164.82万 | 新建仓 |
| CRWV | COREWEAVE INC | $164.09万 | 0.00% | 16,485 | -51,383 | -75.7% | -$511.47万 | 减仓 |
| MRNA | MODERNA INC | $163.88万 | 0.00% | 23,401 | -221,193 | -90.4% | -$1,549.01万 | 重新持有 |
| FLS | FLOWSERVE CORP | $162.20万 | 0.00% | 21,872 | 3,366 | 18.2% | $24.96万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $161.75万 | 0.00% | 81,321 | 81,321 | — | $161.75万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $159.71万 | 0.00% | 8,722 | -46 | -0.5% | -$8,423 | 减仓 |
| — | OCEAN CAP ACQUISITION CORP | $158.86万 | 0.00% | 155,285 | 155,285 | — | $158.86万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $157.86万 | 0.00% | 22,799 | 12,799 | 128.0% | $88.62万 | 重新持有 |
| — | INFLECTION POINT ACQU CORP V | $157.50万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $157.13万 | 0.00% | 8,503 | 1,859 | 28.0% | $34.35万 | 加仓 |
| DOW | DOW HLDGS INC | $156.21万 | 0.00% | 57,096 | 11,204 | 24.4% | $30.65万 | 加仓 |
| VMC | VULCAN MATLS CO | $155.85万 | 0.00% | 5,283 | -13,165 | -71.4% | -$388.38万 | 减仓 |
| GTERA | GLOBA TERRA ACQUISITION COR | $155.10万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $153.85万 | 0.00% | 19,121 | -6,481 | -25.3% | -$52.15万 | 重新持有 |
| VEON | VEON LTD | $153.70万 | 0.00% | 29,438 | 29,438 | — | $153.70万 | 新建仓 |
| VNME | VENDOME ACQUISITION CORP I | $153.30万 | 0.00% | 150,000 | -125,000 | -45.5% | -$127.75万 | 减仓 |
| MCGA | YORKVILLE ACQUISITION CORP. | $153.15万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $151.88万 | 0.00% | 3,880 | 3,880 | — | $151.88万 | 新建仓 |
| — | BOOST RUN INC | $151.41万 | 0.00% | 55,503 | 55,503 | — | $151.41万 | 新建仓 |
| RDAG | REPUBLIC DIGITAL ACQUISITION | $151.27万 | 0.00% | 146,579 | -1 | -0.0% | -$10 | 减仓 |
| — | BLEICHROEDER ACQUISITI CORP | $150.72万 | 0.00% | 146,046 | -303,952 | -67.5% | -$313.68万 | 减仓 |
| HL | HECLA MINING COMPANY | $149.49万 | 0.00% | 96,880 | 96,880 | — | $149.49万 | 新建仓 |
| GIX | GIGCAPITAL9 CORP | $149.18万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| — | RF ACQUISITION CORP III | $148.35万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $147.50万 | 0.00% | 3,916 | -13,255 | -77.2% | -$499.26万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $145.59万 | 0.00% | 1,093 | -1,707 | -61.0% | -$227.38万 | 重新持有 |
| PURR | HYPERLIQUID STRATEGIES INC 看涨期权 | $145.28万 | 0.00% | 184,600 | 184,600 | — | $145.28万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $142.84万 | 0.00% | 7,584 | -216 | -2.8% | -$4.07万 | 减仓 |
| VNET | VNET GROUP INC | $142.83万 | 0.00% | 177,653 | 177,653 | — | $142.83万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $140.49万 | 0.00% | 15,000 | 15,000 | — | $140.49万 | 新建仓 |
| HAWK | HAWKEYE 360 INC | $139.94万 | 0.00% | 69,210 | 69,210 | — | $139.94万 | 新建仓 |
| MEOH | METHANEX CORP 看涨期权 | $138.45万 | 0.00% | 30,000 | 30,000 | — | $138.45万 | 新建仓 |
| — | ENHANCED GROUP INC | $137.29万 | 0.00% | 514,138 | 514,138 | — | $137.29万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $136.43万 | 0.00% | 72,918 | 72,918 | — | $136.43万 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $135.98万 | 0.00% | 1,054,138 | 1,054,138 | — | $135.98万 | 新建仓 |
| OGE | OGE ENERGY CORP | $135.45万 | 0.00% | 27,836 | 3,490 | 14.3% | $16.98万 | 加仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $134.73万 | 0.00% | 62,290 | 62,290 | — | $134.73万 | 新建仓 |
| POLE | ANDRETTI ACQUISITION CORP II | $134.36万 | 0.00% | 124,990 | 0 | 0.0% | — | 不变 |
| HTLD | HEARTLAND EXPRESS INC | $132.85万 | 0.00% | 87,286 | 87,286 | — | $132.85万 | 新建仓 |
| CVNA | CARVANA CO | $131.10万 | 0.00% | 19,918 | 19,918 | — | $131.10万 | 新建仓 |
| — | CHAMPIONSGATE ACQUISITION CO | $130.12万 | 0.00% | 125,000 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $128.78万 | 0.00% | 10,675 | 10,675 | — | $128.78万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $126.72万 | 0.00% | 4,740 | 4,740 | — | $126.72万 | 新建仓 |
| — | ARMADA ACQUISITION CORP II | $124.59万 | 0.00% | 119,564 | -7,622 | -6.0% | -$7.94万 | 减仓 |
| WEN | WENDYS CO 看涨期权 | $124.35万 | 0.00% | 150,000 | -100,000 | -40.0% | -$82.90万 | 重新持有 |
| STGW | STAGWELL INC | $123.90万 | 0.00% | 166,755 | -33,245 | -16.6% | -$24.70万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $123.40万 | 0.00% | 34,870 | 34,870 | — | $123.40万 | 新建仓 |
| — | RIGETTI COMPUTING INC | $121.50万 | 0.00% | 135,000 | 5,021 | 3.9% | $4.52万 | 加仓 |
| TRMD | TORM PLC | $121.40万 | 0.00% | 46,586 | 46,586 | — | $121.40万 | 新建仓 |
| — | NYXOAH S A | $121.34万 | 0.00% | 717,982 | 717,982 | — | $121.34万 | 新建仓 |
| VICR | VICOR CORP | $120.01万 | 0.00% | 3,160 | 3,160 | — | $120.01万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $119.15万 | 0.00% | 23,631 | -6,205 | -20.8% | -$31.29万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $117.76万 | 0.00% | 13,984 | 13,984 | — | $117.76万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $115.55万 | 0.00% | 25,000 | -54,732 | -68.6% | -$252.97万 | 减仓 |