CRCM LP
SAN FRANCISCO CA · SEC CIK 0001483234
$1.41亿2026Q1 申报市值
8持仓数
100.0%前十大占比 · 第一大 78.7%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IAU 加仓+$4,713.49万
STAA 新建仓+$187.00万
ALT5 SIGMA CORP 加仓+$185.40万
PLAYBOY INC 加仓+$99.72万
2026Q1 卖出最多 按季末市值估算
GRAL 清仓-$9,178.45万
HHH 清仓-$4,888.62万
WARNER BROS DISC 清仓-$4,323.00万
AVIDITY BIOSCIEN 清仓-$1,459.69万
BURNING ROCK BIO 减仓-$341.39万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST ETF | $1.11亿 | 78.68% | 1,249,870 | 530,148 | 73.7% | $4,713.49万 | 加仓 |
| — | ALT5 SIGMA CORP | $1,399.88万 | 9.91% | 12,611,530 | 1,670,250 | 15.3% | $185.40万 | 加仓 |
| — | PLAYBOY INC | $660.52万 | 4.68% | 4,345,517 | 656,065 | 17.8% | $99.72万 | 加仓 |
| — | BURNING ROCK BIOTECH LTD-ADR | $460.07万 | 3.26% | 282,097 | -209,329 | -42.6% | -$341.39万 | 减仓 |
| STAA | STAAR SURGICAL CO | $187.00万 | 1.32% | 100,000 | 100,000 | — | $187.00万 | 新建仓 |
| PCAP | PROCAP ACQUISITION CORP | $155.26万 | 1.10% | 152,367 | -154,152 | -50.3% | -$157.08万 | 减仓 |
| — | PERCEPTIVE CAPITAL SOLUTIONS | $127.52万 | 0.90% | 116,245 | -302,839 | -72.3% | -$332.21万 | 减仓 |
| — | USBC INC | $21.44万 | 0.15% | 555,325 | -2,015,987 | -78.4% | -$77.84万 | 减仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -1,072,374 | -100.0% | -$9,178.45万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -612,839 | -100.0% | -$4,888.62万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$4,323.00万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -202,370 | -100.0% | -$1,459.69万 | 清仓 |