Telligent Fund, LP
HONG KONG K3 · SEC CIK 0001470723
$1.36亿2026Q2 申报市值
23持仓数
73.7%前十大占比 · 第一大 12.8%
4 / 5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
GLW 新建仓+$408.69万
MU 加仓+$346.29万
AGLT 新建仓+$192.81万
TSEM 新建仓+$156.38万
LITE 加仓+$154.45万
2026Q2 卖出最多 按季末市值估算
GLD 清仓-$516.35万
APH 减仓-$352.64万
PLTR 清仓-$321.82万
MSTR 清仓-$292.03万
NOW 清仓-$209.10万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1,731.43万 | 12.76% | 15,000 | 3,000 | 25.0% | $346.29万 | 加仓 |
| INTC | INTEL CORP | $1,256.67万 | 9.26% | 90,000 | 2,000 | 2.3% | $27.93万 | 加仓 |
| GEV | GE VERNOVA INC | $1,174.86万 | 8.66% | 10,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,133.25万 | 8.35% | 30,000 | 2,000 | 7.1% | $75.55万 | 加仓 |
| NVDA | NVIDIA CORP | $960.43万 | 7.08% | 48,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC-CL C | $932.79万 | 6.88% | 26,400 | 2,400 | 10.0% | $84.80万 | 加仓 |
| VRT | VERTIV HOLDINGS CO-A | $837.05万 | 6.17% | 25,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $791.62万 | 5.83% | 6,600 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $603.42万 | 4.45% | 20,000 | 2,000 | 11.1% | $60.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $580.91万 | 4.28% | 10,000 | 2,000 | 25.0% | $116.18万 | 加仓 |
| GLW | CORNING INC | $408.69万 | 3.01% | 16,000 | 16,000 | — | $408.69万 | 新建仓 |
| COHR | COHERENT CORP | $394.47万 | 2.91% | 10,000 | 3,400 | 51.5% | $134.12万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $360.39万 | 2.66% | 4,200 | 1,800 | 75.0% | $154.45万 | 加仓 |
| APH | AMPHENOL CORP-CL A | $352.64万 | 2.60% | 20,000 | -20,000 | -50.0% | -$352.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $338.94万 | 2.50% | 19,952 | -2,048 | -9.3% | -$34.79万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $322.63万 | 2.38% | 12,000 | -4,500 | -27.3% | -$120.99万 | 减仓 |
| — | SIEMENS ENERGY AG SPON ADR | $286.05万 | 2.11% | 75,000 | -15,000 | -16.7% | -$57.21万 | 减仓 |
| GE | GENERAL ELECTRIC | $261.61万 | 1.93% | 7,000 | -1,000 | -12.5% | -$37.37万 | 减仓 |
| NBIS | NEBIUS GROUP NV | $220.94万 | 1.63% | 8,000 | -1,000 | -11.1% | -$27.62万 | 减仓 |
| CLS | CELESTICA INC | $218.88万 | 1.61% | 6,000 | 1,000 | 20.0% | $36.48万 | 加仓 |
| AGLT | CHURCHILL CAPITAL CORP-CL A | $192.81万 | 1.42% | 110,491 | 110,491 | — | $192.81万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $156.38万 | 1.15% | 6,000 | 6,000 | — | $156.38万 | 新建仓 |
| ACMR | ACM RESEARCH INC-CLASS A | $50.76万 | 0.37% | 4,000 | 4,000 | — | $50.76万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -12,000 | -100.0% | -$516.35万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | $0 | 0.00% | 0 | -22,000 | -100.0% | -$321.82万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -23,400 | -100.0% | -$292.03万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$209.10万 | 清仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $0 | 0.00% | 0 | -3,300 | -100.0% | -$106.49万 | 清仓 |