683 Capital Management, LLC
NEW YORK NY · SEC CIK 0001404574
$20.36亿2026Q2 申报市值
153持仓数
47.3%前十大占比 · 第一大 13.9%
21 / 107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
U 新建仓+$1,757.67万
TRAX 新建仓+$1,509.00万
SE 新建仓+$1,293.70万
NU 新建仓+$1,002.00万
LEN 加仓+$859.65万
2026Q2 卖出最多 按季末市值估算
ASTH 减仓-$2,274.09万
GXO 减仓-$1,444.95万
LLY 清仓-$1,379.65万
AMICUS THERAPEUT 清仓-$1,120.65万
TGTX 减仓-$1,103.85万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $2.83亿 | 13.91% | 2,428,700 | 100,000 | 4.3% | $1,166.70万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $1.85亿 | 9.07% | 154,000 | 20,000 | 14.9% | $2,398.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $9,124.10万 | 4.48% | 456,000 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $8,545.50万 | 4.20% | 540,000 | 540,000 | — | $8,545.50万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $7,322.63万 | 3.60% | 365,000 | -10,000 | -2.7% | -$200.62万 | 减仓 |
| ABBV | ABBVIE INC 看跌期权 | $6,165.18万 | 3.03% | 245,000 | 245,000 | — | $6,165.18万 | 新建仓 |
| CVNA | CARVANA CO | $4,936.50万 | 2.42% | 750,000 | -25,000 | -3.2% | -$164.55万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC 看跌期权 | $4,832.55万 | 2.37% | 90,000 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $4,455.00万 | 2.19% | 660,000 | 35,000 | 5.6% | $236.25万 | 加仓 |
| KSPI | KASPI KZ JSC | $4,072.08万 | 2.00% | 470,000 | -5,000 | -1.1% | -$43.32万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3,878.39万 | 1.90% | 21,750,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3,783.25万 | 1.86% | 250,000 | 25,000 | 11.1% | $378.32万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $3,773.55万 | 1.85% | 165,000 | 5,000 | 3.1% | $114.35万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I 看跌期权 | $3,696.08万 | 1.82% | 110,400 | -2,300 | -2.0% | -$77.00万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $3,613.53万 | 1.77% | 690,000 | -85,000 | -11.0% | -$445.14万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $3,554.82万 | 1.75% | 290,000 | -65,000 | -18.3% | -$796.77万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC 看跌期权 | $3,236.07万 | 1.59% | 107,500 | -20,600 | -16.1% | -$620.12万 | 减仓 |
| ARKG | ARK ETF TR 看跌期权 | $3,154.50万 | 1.55% | 750,000 | 400,000 | 114.3% | $1,682.40万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $3,107.30万 | 1.53% | 2,300,000 | -150,000 | -6.1% | -$202.65万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $2,875.95万 | 1.41% | 4,950,000 | 50,000 | 1.0% | $29.05万 | 加仓 |
| QURE | UNIQURE NV | $2,648.45万 | 1.30% | 575,000 | 75,000 | 15.0% | $345.45万 | 加仓 |
| IONQ | IONQ INC 看跌期权 | $2,592.16万 | 1.27% | 486,700 | -45,000 | -8.5% | -$239.67万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $2,298.00万 | 1.13% | 1,279,512 | -250,488 | -16.4% | -$449.88万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $2,273.70万 | 1.12% | 1,100,000 | 325,000 | 41.9% | $671.77万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $2,137.61万 | 1.05% | 389,081 | -200,919 | -34.1% | -$1,103.85万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $2,007.25万 | 0.99% | 1,850,000 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $1,757.67万 | 0.86% | 615,000 | 615,000 | — | $1,757.67万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,644.00万 | 0.81% | 200,000 | -25,000 | -11.1% | -$205.50万 | 减仓 |
| IAG | IAMGOLD CORP | $1,599.84万 | 0.79% | 1,010,000 | -40,000 | -3.8% | -$63.36万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,546.92万 | 0.76% | 40,000 | 0 | 0.0% | — | 不变 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,509.00万 | 0.74% | 750,000 | 750,000 | — | $1,509.00万 | 新建仓 |
| — | KNOT OFFSHORE PARTNERS LP | $1,501.99万 | 0.74% | 1,505,000 | 25,000 | 1.7% | $24.95万 | 加仓 |
| QURE | UNIQURE NV 看涨期权 | $1,456.42万 | 0.72% | 316,200 | -937,400 | -74.8% | -$4,317.66万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1,406.15万 | 0.69% | 782,500 | 32,500 | 4.3% | $58.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,330.02万 | 0.65% | 32,000 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $1,293.70万 | 0.64% | 135,000 | 135,000 | — | $1,293.70万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,250.80万 | 0.61% | 35,000 | -1,000 | -2.8% | -$35.74万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $1,226.07万 | 0.60% | 855,000 | -120,000 | -12.3% | -$172.08万 | 减仓 |
| GPC | GENUINE PARTS CO | $1,191.60万 | 0.59% | 101,000 | -4,000 | -3.8% | -$47.19万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $1,147.36万 | 0.56% | 770,000 | -30,000 | -3.8% | -$44.70万 | 减仓 |
| IFRX | INFLARX NV | $1,134.56万 | 0.56% | 5,065,000 | 1,750,000 | 52.8% | $392.00万 | 加仓 |
| CPNG | COUPANG INC | $1,129.05万 | 0.55% | 650,000 | 40,000 | 6.6% | $69.48万 | 加仓 |
| MRNA | MODERNA INC 看跌期权 | $1,092.47万 | 0.54% | 156,000 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $1,090.05万 | 0.54% | 215,000 | -285,000 | -57.0% | -$1,444.95万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $1,070.45万 | 0.53% | 294,000 | -121,000 | -29.2% | -$440.56万 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,053.61万 | 0.52% | 35,000 | 14,000 | 66.7% | $421.44万 | 加仓 |
| NU | NU HLDGS LTD | $1,002.00万 | 0.49% | 750,000 | 750,000 | — | $1,002.00万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,000.86万 | 0.49% | 140,000 | 104,500 | 294.4% | $747.07万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $974.61万 | 0.48% | 210,000 | -490,000 | -70.0% | -$2,274.09万 | 减仓 |
| ENVA | ENOVA INTL INC | $962.92万 | 0.47% | 40,000 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $907.68万 | 0.45% | 240,000 | -10,000 | -4.0% | -$37.82万 | 减仓 |
| LEN | LENNAR CORP 看跌期权 | $904.90万 | 0.44% | 100,000 | -50,000 | -33.3% | -$452.45万 | 减仓 |
| LEN | LENNAR CORP | $904.90万 | 0.44% | 100,000 | 95,000 | 1,900.0% | $859.65万 | 加仓 |
| B | BARRICK MNG CORP | $888.87万 | 0.44% | 242,000 | -158,000 | -39.5% | -$580.33万 | 减仓 |
| LXEO | LEXEO THERAPEUTICS INC | $872.81万 | 0.43% | 1,875,000 | 675,000 | 56.2% | $314.21万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $847.06万 | 0.42% | 205,000 | 19,000 | 10.2% | $78.51万 | 加仓 |
| ICLR | ICON PUB LTD CO | $833.81万 | 0.41% | 48,000 | -14,000 | -22.6% | -$243.19万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $805.32万 | 0.40% | 90,000 | 10,000 | 12.5% | $89.48万 | 加仓 |
| STTK | SHATTUCK LABS INC | $803.11万 | 0.39% | 1,157,216 | 357,216 | 44.7% | $247.91万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC 看跌期权 | $762.74万 | 0.37% | 220,000 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $679.40万 | 0.33% | 66,000 | 20,000 | 43.5% | $205.88万 | 加仓 |
| — | CARTESIAN THERAPEUTICS INC | $677.30万 | 0.33% | 650,000 | 320,000 | 97.0% | $333.44万 | 加仓 |
| NE | NOBLE CORP PLC | $652.75万 | 0.32% | 175,000 | 25,000 | 16.7% | $93.25万 | 加仓 |
| — | GOSSAMER BIO INC | $645.21万 | 0.32% | 39,198,868 | 34,198,868 | 684.0% | $562.91万 | 加仓 |
| ALEC | ALECTOR INC | $643.20万 | 0.32% | 3,200,000 | 0 | 0.0% | — | 不变 |
| — | DOUBLEDOWN INTERACTIVE CO LT | $631.40万 | 0.31% | 550,000 | 35,344 | 6.9% | $40.57万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $623.70万 | 0.31% | 2,100,000 | 650,000 | 44.8% | $193.05万 | 加仓 |
| — | CARDLYTICS INC | $590.48万 | 0.29% | 20,500,000 | 5,000,000 | 32.3% | $144.02万 | 加仓 |
| MCO | MOODYS CORP | $498.21万 | 0.24% | 11,000 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $492.26万 | 0.24% | 12,087 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $478.06万 | 0.23% | 530,000 | -20,000 | -3.6% | -$18.04万 | 减仓 |
| AMZN | AMAZON COM INC | $452.85万 | 0.22% | 19,000 | -7,500 | -28.3% | -$178.75万 | 减仓 |
| BNED | BARNES & NOBLE ED INC | $438.40万 | 0.22% | 349,046 | -30,954 | -8.1% | -$38.88万 | 减仓 |
| RNA | ATRIUM THERAPEUTICS INC | $403.50万 | 0.20% | 300,000 | 0 | 0.0% | — | 不变 |
| — | WW INTL INC | $386.74万 | 0.19% | 242,017 | 92,017 | 61.3% | $147.04万 | 加仓 |
| SAAQ | SPACE ASSET ACQUISITION CORP | $382.50万 | 0.19% | 375,000 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $377.76万 | 0.19% | 480,000 | -370,000 | -43.5% | -$291.19万 | 减仓 |
| — | MEREO BIOPHARMA GROUP PLC | $374.18万 | 0.18% | 11,777,856 | -222,144 | -1.9% | -$7.06万 | 减仓 |
| INSM | INSMED INC 看跌期权 | $373.17万 | 0.18% | 35,000 | -25,000 | -41.7% | -$266.55万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $349.94万 | 0.17% | 201,000 | 201,000 | — | $349.94万 | 新建仓 |
| INSE | INSPIRED ENTMT INC | $349.45万 | 0.17% | 423,580 | -624,916 | -59.6% | -$515.56万 | 减仓 |
| KYMR | KYMERA THERAPEUTICS INC 看跌期权 | $344.01万 | 0.17% | 30,000 | 30,000 | — | $344.01万 | 新建仓 |
| SVM | SILVERCORP METALS INC | $336.73万 | 0.17% | 333,400 | -72,600 | -17.9% | -$73.33万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC 看涨期权 | $312.08万 | 0.15% | 80,000 | 20,000 | 33.3% | $78.02万 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $308.85万 | 0.15% | 1,450,000 | -50,000 | -3.3% | -$10.65万 | 减仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $305.83万 | 0.15% | 1,285,000 | 385,000 | 42.8% | $91.63万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $300.09万 | 0.15% | 67,000 | -33,000 | -33.0% | -$147.81万 | 减仓 |
| HYLN | HYLIION HOLDINGS CORP | $299.57万 | 0.15% | 575,000 | -150,000 | -20.7% | -$78.15万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC 看跌期权 | $268.03万 | 0.13% | 644,300 | 0 | 0.0% | — | 不变 |
| NVGS | NAVIGATOR HLDGS LTD | $260.82万 | 0.13% | 140,000 | -46,000 | -24.7% | -$85.70万 | 减仓 |
| — | PROQR THRAPEUTICS N V | $259.11万 | 0.13% | 1,393,067 | 1,393,067 | — | $259.11万 | 新建仓 |
| — | LAFAYETTE ACQUISITION CORP | $252.00万 | 0.12% | 250,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $248.52万 | 0.12% | 17,000 | 0 | 0.0% | — | 不变 |
| ACGC | ACP HOLDINGS ACQUISITION COR | $248.50万 | 0.12% | 250,000 | 250,000 | — | $248.50万 | 新建仓 |
| NVO | NOVO-NORDISK A S 看跌期权 | $239.70万 | 0.12% | 50,000 | -100,000 | -66.7% | -$479.40万 | 减仓 |
| IMUX | IMMUNIC INC | $226.32万 | 0.11% | 147,245 | 147,245 | — | $226.32万 | 新建仓 |
| MSTR | STRATEGY INC 看跌期权 | $217.32万 | 0.11% | 25,000 | -40,200 | -61.7% | -$349.46万 | 减仓 |
| IVVD | INVIVYD INC | $216.58万 | 0.11% | 2,482,543 | -32,457 | -1.3% | -$2.83万 | 减仓 |
| INSM | INSMED INC | $213.24万 | 0.10% | 20,000 | 20,000 | — | $213.24万 | 新建仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $203.75万 | 0.10% | 125,000 | 125,000 | — | $203.75万 | 新建仓 |