Ruffer LLP
LONDON X0 · SEC CIK 0001426859
$28.28亿2026Q2 申报市值
187持仓数
35.6%前十大占比 · 第一大 7.0%
39 / 31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
AMZN 加仓+$6,370.57万
NTES 新建仓+$6,245.29万
MSFT 加仓+$5,269.58万
YMM 新建仓+$4,642.66万
TCOM 新建仓+$4,278.46万
2026Q2 卖出最多 按季末市值估算
COIN 减仓-$1.37亿
GE 减仓-$2,823.55万
BF/B 减仓-$2,129.37万
BP 减仓-$1,746.07万
SW 减仓-$1,604.84万
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 |
|---|---|---|---|---|---|---|---|---|
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -328,645 | -100.0% | -$364.20万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -105,820 | -100.0% | -$362.31万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -64,533 | -100.0% | -$359.90万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -81,146 | -100.0% | -$357.92万 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | -104,658 | -100.0% | -$293.99万 | 清仓 |
| ANF | ABERCROMBIE & FITCO CO | $0 | 0.00% | 0 | -30,270 | -100.0% | -$277.38万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -90,247 | -100.0% | -$275.86万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -80,326 | -100.0% | -$271.31万 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $0 | 0.00% | 0 | -248,002 | -100.0% | -$268.61万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -31,465 | -100.0% | -$237.32万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -58,029 | -100.0% | -$226.79万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -4,522 | -100.0% | -$224.01万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -46,191 | -100.0% | -$209.85万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -5,478 | -100.0% | -$193.01万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -20,580 | -100.0% | -$179.23万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -46,673 | -100.0% | -$156.71万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD | $0 | 0.00% | 0 | -96,152 | -100.0% | -$148.21万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -11,033 | -100.0% | -$10.37万 | 清仓 |