Clearline Capital LP
NEW YORK NY · SEC CIK 0001600136
$19.25亿2026Q1 申报市值
106持仓数
55.4%前十大占比 · 第一大 18.0%
32 / 27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
CORZ 加仓+$5,161.01万
AKAM 新建仓+$2,732.20万
ESTC 加仓+$1,892.61万
RKT 加仓+$1,829.43万
NVDA 加仓+$1,750.73万
2026Q1 卖出最多 按季末市值估算
ECHO 减仓-$6,295.23万
MSFT 清仓-$3,681.17万
GLNG 减仓-$3,298.53万
SOLS 清仓-$2,339.95万
FLS 清仓-$2,044.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BLCO | BAUSCH PLUS LOMB CORP | $1,116.13万 | 0.58% | 701,967 | -125,601 | -15.2% | -$199.71万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,158.09万 | 0.60% | 76,786 | 76,786 | — | $1,158.09万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,171.25万 | 0.61% | 968,773 | -111,300 | -10.3% | -$134.56万 | 减仓 |
| NCNO | NCINO INC | $1,197.38万 | 0.62% | 799,322 | 799,322 | — | $1,197.38万 | 新建仓 |
| RSKD | RISKIFIED LTD | $1,217.57万 | 0.63% | 3,106,045 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $1,352.16万 | 0.70% | 350,209 | -35,072 | -9.1% | -$135.41万 | 减仓 |
| WULF | TERAWULF INC | $1,389.26万 | 0.72% | 962,755 | 950,000 | 7,448.1% | $1,370.85万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $1,457.50万 | 0.76% | 769,535 | -97,727 | -11.3% | -$185.09万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $1,525.98万 | 0.79% | 2,410,714 | -379,434 | -13.6% | -$240.18万 | 减仓 |
| POOL | POOL CORP | $1,579.95万 | 0.82% | 78,088 | 45,733 | 141.3% | $925.32万 | 加仓 |
| MTN | VAIL RESORTS INC | $1,597.61万 | 0.83% | 124,502 | 88,600 | 246.8% | $1,136.92万 | 加仓 |
| XPER | XPERI INC | $1,653.68万 | 0.86% | 2,952,995 | 3,100 | 0.1% | $1.74万 | 加仓 |
| ETSY | ETSY INC | $1,709.33万 | 0.89% | 342,003 | 342,003 | — | $1,709.33万 | 新建仓 |
| KBR | KBR INC | $1,770.16万 | 0.92% | 480,238 | 104,238 | 27.7% | $384.22万 | 加仓 |
| AMZN | AMAZON COM INC | $1,993.52万 | 1.04% | 95,718 | -76,735 | -44.5% | -$1,598.16万 | 减仓 |
| ESTC | ELASTIC N V | $2,205.79万 | 1.15% | 441,247 | 378,597 | 604.3% | $1,892.61万 | 加仓 |
| MAX | MEDIAALPHA INC | $2,409.32万 | 1.25% | 2,590,670 | 1,289,217 | 99.1% | $1,198.97万 | 加仓 |
| RKT | ROCKET COS INC | $2,459.22万 | 1.28% | 1,725,767 | 1,283,812 | 290.5% | $1,829.43万 | 加仓 |
| GLNG | GOLAR LNG LTD | $2,475.84万 | 1.29% | 457,556 | -609,597 | -57.1% | -$3,298.53万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,732.20万 | 1.42% | 237,893 | 237,893 | — | $2,732.20万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $2,780.97万 | 1.44% | 4,226,397 | 951,134 | 29.0% | $625.85万 | 加仓 |
| SMTC | SEMTECH CORP | $2,946.34万 | 1.53% | 383,189 | 97,222 | 34.0% | $747.54万 | 加仓 |
| PSN | PARSONS CORP DEL | $2,949.29万 | 1.53% | 544,450 | 131,094 | 31.7% | $710.14万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3,057.61万 | 1.59% | 95,134 | -28,746 | -23.2% | -$923.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,082.60万 | 1.60% | 151,531 | 18,127 | 13.6% | $368.76万 | 加仓 |
| NOVT | NOVANTA INC | $3,356.92万 | 1.74% | 284,220 | -38,149 | -11.8% | -$450.58万 | 减仓 |
| TLN | TALEN ENERGY CORP | $3,613.56万 | 1.88% | 113,196 | -20,631 | -15.4% | -$658.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,963.81万 | 2.06% | 117,328 | -51,592 | -30.5% | -$1,742.98万 | 减仓 |
| ECHO | ECHOSTAR CORP | $4,047.77万 | 2.10% | 345,756 | -537,732 | -60.9% | -$6,295.23万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $4,299.52万 | 2.23% | 2,283,333 | -211,015 | -8.5% | -$397.34万 | 减仓 |
| VST | VISTRA CORP | $4,313.85万 | 2.24% | 286,959 | 43,514 | 17.9% | $654.15万 | 加仓 |
| ROG | ROGERS CORP | $5,027.58万 | 2.61% | 468,423 | -4,418 | -0.9% | -$47.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,226.14万 | 2.71% | 299,664 | 100,386 | 50.4% | $1,750.73万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.22亿 | 6.32% | 8,139,316 | 3,449,873 | 73.6% | $5,161.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2.93亿 | 15.20% | 450,000 | -576,000 | -56.1% | -$3.75亿 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $3.47亿 | 18.03% | 1,400,000 | 1,400,000 | — | $3.47亿 | 新建仓 |