Clearline Capital LP
NEW YORK NY · SEC CIK 0001600136
$16.76亿2026Q2 申报市值
102持仓数
41.4%前十大占比 · 第一大 7.5%
24 / 31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
AMZN 加仓+$8,694.60万
GDS 新建仓+$5,001.80万
FTAI 重新持有+$4,999.31万
HPE 新建仓+$3,762.43万
CELH 新建仓+$2,839.35万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.24亿
CORZ 减仓-$1.07亿
SMTC 减仓-$4,692.27万
NVDA 减仓-$3,294.12万
MSGK 减仓-$3,115.55万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $1,602.99万 | 0.96% | 157,930 | -187,826 | -54.3% | -$1,906.43万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,654.78万 | 0.99% | 532,082 | 443,287 | 499.2% | $1,378.62万 | 加仓 |
| KBR | KBR INC | $1,658.26万 | 0.99% | 480,238 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $1,678.11万 | 1.00% | 78,088 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $1,698.21万 | 1.01% | 469,637 | 428,678 | 1,046.6% | $1,550.10万 | 加仓 |
| SHAZ | SHARONAI HOLDINGS INC | $1,710.50万 | 1.02% | 202,044 | 202,044 | — | $1,710.50万 | 新建仓 |
| HUT | HUT 8 CORP | $1,954.93万 | 1.17% | 169,339 | 53,139 | 45.7% | $613.46万 | 重新持有 |
| JHX | JAMES HARDIE INDS PLC | $1,967.52万 | 1.17% | 751,535 | -18,000 | -2.3% | -$47.12万 | 减仓 |
| ESTC | ELASTIC N V | $1,990.87万 | 1.19% | 349,153 | -92,094 | -20.9% | -$525.12万 | 减仓 |
| XPER | XPERI INC | $2,037.04万 | 1.22% | 2,475,135 | -477,860 | -16.2% | -$393.28万 | 减仓 |
| BLKB | BLACKBAUD INC | $2,040.36万 | 1.22% | 688,846 | 338,637 | 96.7% | $1,003.04万 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $2,252.10万 | 1.34% | 2,756,544 | 345,830 | 14.3% | $282.54万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,435.35万 | 1.45% | 206,019 | -31,874 | -13.4% | -$376.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,701.86万 | 1.61% | 135,032 | -164,632 | -54.9% | -$3,294.12万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $2,839.35万 | 1.69% | 969,725 | 969,725 | — | $2,839.35万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $3,167.24万 | 1.89% | 3,915,001 | -311,396 | -7.4% | -$251.92万 | 减仓 |
| GLNG | GOLAR LNG LTD | $3,303.18万 | 1.97% | 662,756 | 205,200 | 44.8% | $1,022.72万 | 加仓 |
| MAX | MEDIAALPHA INC | $3,411.36万 | 2.04% | 2,713,890 | 123,220 | 4.8% | $154.89万 | 加仓 |
| NOVT | NOVANTA INC | $3,447.05万 | 2.06% | 212,466 | -71,754 | -25.2% | -$1,164.14万 | 减仓 |
| PSN | PARSONS CORP DEL | $3,621.69万 | 2.16% | 691,294 | 146,844 | 27.0% | $769.32万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,762.43万 | 2.24% | 834,057 | 834,057 | — | $3,762.43万 | 新建仓 |
| AVGO | BROADCOM INC | $3,862.38万 | 2.30% | 102,247 | 68,423 | 202.3% | $2,584.68万 | 加仓 |
| TLN | TALEN ENERGY CORP | $3,913.15万 | 2.33% | 101,836 | -11,360 | -10.0% | -$436.52万 | 减仓 |
| RKT | ROCKET COS INC | $4,077.62万 | 2.43% | 2,588,964 | 863,197 | 50.0% | $1,359.54万 | 加仓 |
| VST | VISTRA CORP | $4,552.03万 | 2.72% | 286,959 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $5,001.80万 | 2.98% | 1,665,600 | 1,665,600 | — | $5,001.80万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $5,093.76万 | 3.04% | 188,288 | 184,797 | 5,293.5% | $4,999.31万 | 重新持有 |
| PRMB | PRIMO BRANDS CORPORATION | $5,464.46万 | 3.26% | 2,235,867 | -47,466 | -2.1% | -$116.01万 | 减仓 |
| ROG | ROGERS CORP | $5,697.84万 | 3.40% | 348,002 | -120,421 | -25.7% | -$1,971.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,805.09万 | 3.46% | 99,931 | -51,600 | -34.1% | -$2,997.50万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.01亿 | 6.05% | 3,960,803 | -4,178,513 | -51.3% | -$1.07亿 | 减仓 |
| AMZN | AMAZON COM INC | $1.10亿 | 6.55% | 460,516 | 364,798 | 381.1% | $8,694.60万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $1.26亿 | 7.53% | 420,200 | -979,800 | -70.0% | -$2.94亿 | 减仓 |