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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -76,117 | -100.0% | -$3,681.17万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -481,669 | -100.0% | -$2,339.95万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -294,714 | -100.0% | -$2,044.73万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -70,671 | -100.0% | -$1,677.59万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -64,477 | -100.0% | -$1,243.76万 | 清仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $0 | 0.00% | 0 | -132,911 | -100.0% | -$1,232.09万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -287,751 | -100.0% | -$860.09万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -444,453 | -100.0% | -$820.46万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -118,041 | -100.0% | -$793.71万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -90,715 | -100.0% | -$770.90万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -96,488 | -100.0% | -$690.95万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -216,401 | -100.0% | -$654.40万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -108,454 | -100.0% | -$632.83万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -34,215 | -100.0% | -$589.42万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSYS | STRATASYS LTD | $0 | 0.00% | 0 | -608,684 | -100.0% | -$528.34万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -164,356 | -100.0% | -$493.23万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -192,455 | -100.0% | -$309.28万 | 清仓 |
| — | NANO DIMENSION LTD | $0 | 0.00% | 0 | -1,918,977 | -100.0% | -$295.52万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -3,384 | -100.0% | -$207.03万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -23,312 | -100.0% | -$190.34万 | 清仓 |
| KYIV | KYIVSTAR GROUP LTD | $0 | 0.00% | 0 | -146,129 | -100.0% | -$189.68万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -66,282 | -100.0% | -$118.78万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -11,297 | -100.0% | -$113.72万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -15,328 | -100.0% | -$86.47万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNRO | MONRO INC | $0 | 0.00% | 0 | -21,518 | -100.0% | -$43.12万 | 清仓 |
| JACK | JACK IN THE BOX INC | $0 | 0.00% | 0 | -12,826 | -100.0% | -$24.31万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -17,365 | -100.0% | -$16.36万 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $7,051 | 0.00% | 11,663 | 0 | 0.0% | — | 不变 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $17.49万 | 0.01% | 16,146 | 2,575 | 19.0% | $2.79万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $40.52万 | 0.02% | 43,014 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $49.75万 | 0.03% | 72,418 | 72,418 | — | $49.75万 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $60.77万 | 0.03% | 8,012 | 8,012 | — | $60.77万 | 新建仓 |
| VVV | VALVOLINE INC | $68.70万 | 0.04% | 20,398 | -56,034 | -73.3% | -$188.72万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $77.78万 | 0.04% | 156,811 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $81.96万 | 0.04% | 49,885 | -266,971 | -84.3% | -$438.63万 | 减仓 |
| EVER | EVERQUOTE INC | $82.84万 | 0.04% | 53,724 | 53,724 | — | $82.84万 | 新建仓 |
| CMPR | CIMPRESS PLC | $86.26万 | 0.04% | 11,816 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $101.41万 | 0.05% | 43,413 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $116.05万 | 0.06% | 72,128 | 72,128 | — | $116.05万 | 新建仓 |
| INTC | INTEL CORP | $119.59万 | 0.06% | 27,100 | 27,100 | — | $119.59万 | 新建仓 |
| — | THERAPEUTICSMD INC | $128.31万 | 0.07% | 635,222 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $136.82万 | 0.07% | 83,681 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $148.23万 | 0.08% | 80,824 | 80,824 | — | $148.23万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $156.87万 | 0.08% | 40,959 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $170.17万 | 0.09% | 40,916 | 40,916 | — | $170.17万 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $180.60万 | 0.09% | 385,900 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $194.60万 | 0.10% | 89,926 | 89,926 | — | $194.60万 | 新建仓 |
| GEO | GEO GROUP INC | $225.70万 | 0.12% | 134,268 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $237.75万 | 0.12% | 21,559 | -2,364 | -9.9% | -$26.07万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $279.39万 | 0.15% | 160,940 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $281.95万 | 0.15% | 187,594 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $288.50万 | 0.15% | 88,117 | -132,234 | -60.0% | -$432.93万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $299.33万 | 0.16% | 88,795 | -155,639 | -63.7% | -$524.66万 | 减仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $312.09万 | 0.16% | 1,114,590 | -346,446 | -23.7% | -$97.00万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $316.65万 | 0.16% | 88,698 | -213,988 | -70.7% | -$763.94万 | 减仓 |
| NTGR | NETGEAR INC | $366.46万 | 0.19% | 167,792 | 167,792 | — | $366.46万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $367.32万 | 0.19% | 199,092 | 18,700 | 10.4% | $34.50万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $374.46万 | 0.19% | 314,144 | 114,268 | 57.2% | $136.21万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $374.86万 | 0.19% | 30,531 | 30,531 | — | $374.86万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $395.17万 | 0.21% | 50,735 | 50,735 | — | $395.17万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $397.26万 | 0.21% | 99,688 | -118,000 | -54.2% | -$470.23万 | 减仓 |
| COHR | COHERENT CORP | $425.18万 | 0.22% | 17,849 | 14,561 | 442.9% | $346.86万 | 加仓 |
| SPGI | S&P GLOBAL INC | $428.57万 | 0.22% | 10,076 | 10,076 | — | $428.57万 | 新建仓 |
| CBZ | CBIZ INC | $468.12万 | 0.24% | 174,345 | 150,759 | 639.2% | $404.79万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $501.00万 | 0.26% | 556,054 | 556,054 | — | $501.00万 | 新建仓 |
| CLSK | CLEANSPARK INC | $503.80万 | 0.26% | 592,006 | 592,006 | — | $503.80万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $560.44万 | 0.29% | 202,324 | 202,324 | — | $560.44万 | 新建仓 |
| WRBY | WARBY PARKER INC | $561.03万 | 0.29% | 266,270 | 266,270 | — | $561.03万 | 新建仓 |
| NOK | NOKIA CORP | $580.65万 | 0.30% | 722,207 | 722,207 | — | $580.65万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $581.88万 | 0.30% | 326,168 | 326,168 | — | $581.88万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $582.00万 | 0.30% | 248,826 | -322,671 | -56.5% | -$754.73万 | 重新持有 |
| WIX | WIX COM LTD | $602.42万 | 0.31% | 66,884 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $612.74万 | 0.32% | 495,748 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $633.43万 | 0.33% | 103,756 | -121,014 | -53.8% | -$738.79万 | 减仓 |
| — | DOUGLAS ELLIMAN INC | $638.39万 | 0.33% | 3,892,595 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC | $652.78万 | 0.34% | 726,931 | -68,145 | -8.6% | -$61.19万 | 减仓 |
| FICO | FAIR ISAAC CORP | $682.48万 | 0.35% | 6,393 | 6,393 | — | $682.48万 | 新建仓 |
| WDAY | WORKDAY INC | $697.84万 | 0.36% | 53,713 | 53,713 | — | $697.84万 | 新建仓 |
| MAGN | MAGNERA CORP | $702.14万 | 0.36% | 738,317 | 77,712 | 11.8% | $73.90万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $713.12万 | 0.37% | 455,088 | 455,088 | — | $713.12万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $767.69万 | 0.40% | 142,376 | 142,376 | — | $767.69万 | 新建仓 |
| RH | RH | $807.35万 | 0.42% | 57,742 | -9,000 | -13.5% | -$125.84万 | 减仓 |
| MG | MISTRAS GROUP INC | $818.94万 | 0.43% | 554,089 | -144,760 | -20.7% | -$213.96万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $843.55万 | 0.44% | 81,298 | -19,500 | -19.3% | -$202.33万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $858.90万 | 0.45% | 116,540 | -89,026 | -43.3% | -$656.12万 | 减仓 |
| AVTR | AVANTOR INC | $881.06万 | 0.46% | 1,123,806 | 621,123 | 123.6% | $486.96万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $894.85万 | 0.46% | 102,386 | 102,386 | — | $894.85万 | 新建仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $898.45万 | 0.47% | 829,594 | 146,186 | 21.4% | $158.32万 | 加仓 |
| BIDU | BAIDU INC | $949.86万 | 0.49% | 85,250 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $958.39万 | 0.50% | 134,041 | 93,405 | 229.9% | $667.85万 | 加仓 |
| — | HERON THERAPEUTICS INC | $978.94万 | 0.51% | 12,235,239 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $995.79万 | 0.52% | 561,011 | -4,484 | -0.8% | -$7.96万 | 减仓 |
| ORCL | ORACLE CORP | $1,011.98万 | 0.53% | 68,791 | 68,791 | — | $1,011.98万 | 新建仓 |
| COMP | COMPASS INC | $1,039.30万 | 0.54% | 1,421,749 | 1,421,749 | — | $1,039.30万 | 新建仓 |
| AVGO | BROADCOM INC | $1,046.89万 | 0.54% | 33,824 | 33,824 | — | $1,046.89万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $1,049.45万 | 0.55% | 576,622 | 51,178 | 9.7% | $93.14万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $1,081.09万 | 0.56% | 120,348 | 120,348 | — | $1,081.09万 | 新建仓 |