Spark Investment Management LLC
NEW YORK NY · SEC CIK 0001554871
$5,123.87万2026Q2 申报市值
72持仓数
60.9%前十大占比 · 第一大 20.1%
48 / 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
BB 新建仓+$421.13万
AIP 新建仓+$107.38万
BTE 新建仓+$103.81万
SVM 新建仓+$82.94万
AMBQ 新建仓+$77.70万
2026Q2 卖出最多 按季末市值估算
CLS 重新持有-$218.61万
DOO 清仓-$186.84万
VET 减仓-$97.21万
PDS 减仓-$76.72万
LSPD 减仓-$62.76万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1,029.15万 | 20.09% | 43,180 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $421.13万 | 8.22% | 334,000 | 334,000 | — | $421.13万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $321.39万 | 6.27% | 7,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $252.36万 | 4.93% | 6,000 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC | $232.88万 | 4.54% | 147,000 | 0 | 0.0% | — | 不变 |
| LSPD | LIGHTSPEED COMMERCE INC | $194.56万 | 3.80% | 186,000 | -60,000 | -24.4% | -$62.76万 | 减仓 |
| B | BARRICK MNG CORP | $183.67万 | 3.58% | 50,000 | 12,000 | 31.6% | $44.08万 | 加仓 |
| EFXT | ENERFLEX LTD | $171.74万 | 3.35% | 70,000 | -8,000 | -10.3% | -$19.63万 | 减仓 |
| VET | VERMILION ENERGY INC | $169.19万 | 3.30% | 181,000 | -104,000 | -36.5% | -$97.21万 | 减仓 |
| KGC | KINROSS GOLD CORP | $143.70万 | 2.80% | 60,750 | -2,250 | -3.6% | -$5.32万 | 减仓 |
| CLS | CELESTICA INC | $109.30万 | 2.13% | 3,000 | -6,000 | -66.7% | -$218.61万 | 重新持有 |
| OBE | OBSIDIAN ENERGY LTD | $108.77万 | 2.12% | 133,000 | 25,000 | 23.1% | $20.45万 | 加仓 |
| PDS | PRECISION DRILLING CORP | $107.41万 | 2.10% | 14,000 | -10,000 | -41.7% | -$76.72万 | 减仓 |
| AIP | ARTERIS INC | $107.38万 | 2.10% | 22,100 | 22,100 | — | $107.38万 | 新建仓 |
| TWLO | TWILIO INC | $107.29万 | 2.09% | 5,200 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP | $103.81万 | 2.03% | 259,000 | 259,000 | — | $103.81万 | 新建仓 |
| SVM | SILVERCORP METALS INC | $82.94万 | 1.62% | 82,000 | 82,000 | — | $82.94万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $77.70万 | 1.52% | 8,800 | 8,800 | — | $77.70万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $77.39万 | 1.51% | 35,000 | -26,000 | -42.6% | -$57.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $70.03万 | 1.37% | 3,500 | -800 | -18.6% | -$16.01万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $69.41万 | 1.35% | 28,000 | 28,000 | — | $69.41万 | 新建仓 |
| XYZ | BLOCK INC | $66.12万 | 1.29% | 8,700 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $59.83万 | 1.17% | 17,000 | 17,000 | — | $59.83万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $58.22万 | 1.14% | 13,000 | 13,000 | — | $58.22万 | 新建仓 |
| DBX | DROPBOX INC | $57.69万 | 1.13% | 21,000 | 21,000 | — | $57.69万 | 新建仓 |
| SII | SPROTT INC | $56.47万 | 1.10% | 5,000 | -2,000 | -28.6% | -$22.59万 | 减仓 |
| GOOS | CANADA GOOSE HLDGS INC | $54.87万 | 1.07% | 58,000 | 20,000 | 52.6% | $18.92万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $46.57万 | 0.91% | 3,000 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $42.71万 | 0.83% | 5,900 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $38.01万 | 0.74% | 45,000 | 45,000 | — | $38.01万 | 新建仓 |
| DGII | DIGI INTL INC | $37.48万 | 0.73% | 5,000 | 5,000 | — | $37.48万 | 新建仓 |
| FSLY | FASTLY INC | $33.97万 | 0.66% | 18,500 | 18,500 | — | $33.97万 | 新建仓 |
| DBD | DIEBOLD NIXDORF INC | $30.61万 | 0.60% | 3,600 | 3,600 | — | $30.61万 | 新建仓 |
| SVCO | SILVACO GROUP INC | $30.30万 | 0.59% | 21,974 | 21,974 | — | $30.30万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $26.70万 | 0.52% | 1,700 | 1,700 | — | $26.70万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $24.12万 | 0.47% | 15,200 | 15,200 | — | $24.12万 | 新建仓 |
| FOSL | FOSSIL GROUP INC | $23.14万 | 0.45% | 55,900 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $22.36万 | 0.44% | 25,100 | 25,100 | — | $22.36万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $21.23万 | 0.41% | 9,000 | 9,000 | — | $21.23万 | 新建仓 |
| OSS | ONE STOP SYS INC | $20.73万 | 0.40% | 11,400 | 11,400 | — | $20.73万 | 新建仓 |
| OSPN | ONESPAN INC | $19.09万 | 0.37% | 13,300 | 13,300 | — | $19.09万 | 新建仓 |
| CRSR | CORSAIR GAMING INC | $18.47万 | 0.36% | 19,100 | 19,100 | — | $18.47万 | 新建仓 |
| CLYM | CLIMB BIO INC | $17.73万 | 0.35% | 13,600 | 13,600 | — | $17.73万 | 新建仓 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $16.00万 | 0.31% | 16,500 | 16,500 | — | $16.00万 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $14.46万 | 0.28% | 59,000 | 59,000 | — | $14.46万 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $13.79万 | 0.27% | 17,000 | 17,000 | — | $13.79万 | 新建仓 |
| MAKO | MAKO MNG CORP | $11.82万 | 0.23% | 16,092 | -27,908 | -63.4% | -$20.50万 | 减仓 |
| — | SMARTBIRD INC | $11.05万 | 0.22% | 27,634 | -30,000 | -52.1% | -$12.00万 | 减仓 |
| — | GCT SEMICONDUCTOR HLDG INC | $11.02万 | 0.22% | 37,100 | 37,100 | — | $11.02万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $8.55万 | 0.17% | 31,800 | 31,800 | — | $8.55万 | 新建仓 |
| MGNX | MACROGENICS INC | $7.95万 | 0.16% | 17,200 | 17,200 | — | $7.95万 | 新建仓 |
| CRON | CRONOS GROUP INC | $7.73万 | 0.15% | 28,000 | 28,000 | — | $7.73万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $7.53万 | 0.15% | 16,200 | 16,200 | — | $7.53万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $6.98万 | 0.14% | 15,000 | 15,000 | — | $6.98万 | 新建仓 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $6.06万 | 0.12% | 12,500 | 12,500 | — | $6.06万 | 新建仓 |
| PRLD | PRELUDE THERAPEUTICS INC | $5.65万 | 0.11% | 10,600 | 10,600 | — | $5.65万 | 新建仓 |
| — | ACRIVON THERAPEUTICS INC | $5.04万 | 0.10% | 28,300 | 28,300 | — | $5.04万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $4.72万 | 0.09% | 13,500 | 13,500 | — | $4.72万 | 新建仓 |
| — | BLAIZE HLDGS INC | $4.20万 | 0.08% | 30,400 | 30,400 | — | $4.20万 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $4.15万 | 0.08% | 23,600 | 23,600 | — | $4.15万 | 新建仓 |
| — | ACUMEN PHARMACEUTICALS INC | $3.92万 | 0.08% | 14,700 | 14,700 | — | $3.92万 | 新建仓 |
| NKTX | NKARTA INC | $3.31万 | 0.06% | 11,700 | 11,700 | — | $3.31万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $3.15万 | 0.06% | 15,500 | 15,500 | — | $3.15万 | 新建仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $2.87万 | 0.06% | 15,500 | 15,500 | — | $2.87万 | 新建仓 |
| — | CERAGON NETWORKS LTD | $2.70万 | 0.05% | 10,411 | 10,411 | — | $2.70万 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $2.62万 | 0.05% | 35,500 | 35,500 | — | $2.62万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $2.58万 | 0.05% | 22,600 | 22,600 | — | $2.58万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $2.49万 | 0.05% | 17,800 | 17,800 | — | $2.49万 | 新建仓 |
| — | IBIO INC | $2.36万 | 0.05% | 13,500 | 13,500 | — | $2.36万 | 新建仓 |
| — | MAXCYTE INC | $1.96万 | 0.04% | 15,900 | 15,900 | — | $1.96万 | 新建仓 |
| — | CYPHERPUNK TECHNOLOGIES INC | $1.59万 | 0.03% | 25,900 | 25,900 | — | $1.59万 | 新建仓 |
| DOO | BRP INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$186.84万 | 清仓 |
| — | DOCEBO INC | $0 | 0.00% | 0 | -27,000 | -100.0% | -$47.30万 | 清仓 |
| MGA | MAGNA INTL INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$44.66万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$34.60万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -6,000 | -100.0% | -$20.60万 | 清仓 |
| SVA | SINOVAC BIOTECH LTD | $0 | 0.00% | 29,100 | 0 | 0.0% | — | 不变 |