Incline Global Management LLC
New York NY · SEC CIK 0001567195
$3.57亿2026Q2 申报市值
20持仓数
64.3%前十大占比 · 第一大 7.7%
13 / 18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
FTAI 新建仓+$2,741.52万
LITE 新建仓+$2,652.52万
WEX 加仓+$2,246.99万
FLEX 新建仓+$2,079.59万
SKM 新建仓+$2,041.55万
2026Q2 卖出最多 按季末市值估算
EFOR 清仓-$1,702.03万
CARNIVAL ORD 清仓-$1,662.35万
TEL 清仓-$1,583.56万
NCLH 清仓-$1,568.89万
CBRE 清仓-$1,566.05万
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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $2,741.52万 | 7.69% | 101,339 | 101,339 | — | $2,741.52万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2,652.52万 | 7.44% | 30,913 | 30,913 | — | $2,652.52万 | 新建仓 |
| COHR | COHERENT CORP | $2,533.84万 | 7.11% | 64,234 | 6,109 | 10.5% | $240.98万 | 加仓 |
| WEX | WEX INC | $2,467.97万 | 6.92% | 174,922 | 159,259 | 1,016.8% | $2,246.99万 | 加仓 |
| AMZN | AMAZON COM INC | $2,322.50万 | 6.51% | 97,445 | 33,314 | 51.9% | $794.01万 | 加仓 |
| META | META PLATFORMS INC | $2,208.66万 | 6.19% | 39,210 | 13,279 | 51.2% | $747.99万 | 加仓 |
| FLEX | FLEX LTD | $2,079.59万 | 5.83% | 128,314 | 128,314 | — | $2,079.59万 | 新建仓 |
| SKM | SK TELECOM CO LTD | $2,041.55万 | 5.73% | 634,809 | 634,809 | — | $2,041.55万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $1,984.44万 | 5.57% | 209,905 | 209,905 | — | $1,984.44万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,901.40万 | 5.33% | 95,027 | 95,027 | — | $1,901.40万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,881.12万 | 5.28% | 56,183 | -39,815 | -41.5% | -$1,333.09万 | 重新持有 |
| STNE | STONECO LTD | $1,780.12万 | 4.99% | 1,642,178 | 1,510,702 | 1,149.0% | $1,637.60万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,748.98万 | 4.91% | 102,954 | 102,954 | — | $1,748.98万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $1,514.90万 | 4.25% | 1,673,921 | 1,506,252 | 898.3% | $1,363.16万 | 加仓 |
| STM | STMICROELECTRONICS N V | $1,496.53万 | 4.20% | 199,831 | 199,831 | — | $1,496.53万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,483.55万 | 4.16% | 37,353 | 37,353 | — | $1,483.55万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $1,181.68万 | 3.31% | 30,752 | 30,752 | — | $1,181.68万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $763.49万 | 2.14% | 15,987 | 15,987 | — | $763.49万 | 新建仓 |
| NVT | NVENT ELEC PLC | $599.16万 | 1.68% | 35,326 | 35,326 | — | $599.16万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $272.16万 | 0.76% | 32,493 | 32,493 | — | $272.16万 | 新建仓 |
| EFOR | EVERFORTH ORD | $0 | 0.00% | 0 | -439,688 | -100.0% | -$1,702.03万 | 清仓 |
| — | CARNIVAL ORD | $0 | 0.00% | 0 | -642,331 | -100.0% | -$1,662.35万 | 清仓 |
| TEL | TE CONNECTIVITY ORD | $0 | 0.00% | 0 | -75,761 | -100.0% | -$1,583.56万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HOLDINGS ORD | $0 | 0.00% | 0 | -838,978 | -100.0% | -$1,568.89万 | 清仓 |
| CBRE | CBRE GROUP CL A ORD | $0 | 0.00% | 0 | -115,610 | -100.0% | -$1,566.05万 | 清仓 |
| JLL | JONES LANG LASALLE ORD | $0 | 0.00% | 0 | -49,755 | -100.0% | -$1,514.14万 | 清仓 |
| MORN | MORNINGSTAR ORD | $0 | 0.00% | 0 | -88,354 | -100.0% | -$1,493.62万 | 清仓 |
| MSFT | MICROSOFT ORD | $0 | 0.00% | 0 | -40,333 | -100.0% | -$1,493.01万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CL A ORD | $0 | 0.00% | 0 | -1,589,266 | -100.0% | -$1,451.00万 | 清仓 |
| ARES | ARES MANAGEMENT CL A ORD | $0 | 0.00% | 0 | -132,123 | -100.0% | -$1,441.46万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORD | $0 | 0.00% | 0 | -144,731 | -100.0% | -$1,358.59万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS ORD | $0 | 0.00% | 0 | -184,930 | -100.0% | -$1,169.87万 | 清仓 |
| APH | AMPHENOL CL A ORD | $0 | 0.00% | 0 | -53,185 | -100.0% | -$671.99万 | 清仓 |
| ARM | ARM HOLDINGS ADR | $0 | 0.00% | 0 | -43,422 | -100.0% | -$656.89万 | 清仓 |
| BX | BLACKSTONE ORD | $0 | 0.00% | 0 | -54,122 | -100.0% | -$622.35万 | 清仓 |
| PLAY | DAVE BUSTERS ENTERTAINMENT ORD | $0 | 0.00% | 0 | -405,860 | -100.0% | -$439.55万 | 清仓 |
| ZD | ZIFF DAVIS ORD | $0 | 0.00% | 0 | -40,482 | -100.0% | -$169.86万 | 清仓 |
| GVA | GRANITE CONSTRUCTION ORD | $0 | 0.00% | 0 | -8,424 | -100.0% | -$100.99万 | 清仓 |