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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -450,000 | -100.0% | -$2.93亿 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -962,755 | -100.0% | -$1,389.26万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -76,786 | -100.0% | -$1,158.09万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -576,622 | -100.0% | -$1,049.45万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -68,791 | -100.0% | -$1,011.98万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -134,041 | -100.0% | -$958.39万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -81,298 | -100.0% | -$843.55万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -142,376 | -100.0% | -$767.69万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -53,713 | -100.0% | -$697.84万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -6,393 | -100.0% | -$682.48万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -726,931 | -100.0% | -$652.78万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -495,748 | -100.0% | -$612.74万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -66,884 | -100.0% | -$602.42万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -722,207 | -100.0% | -$580.65万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -592,006 | -100.0% | -$503.80万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -10,076 | -100.0% | -$428.57万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -17,849 | -100.0% | -$425.18万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -50,735 | -100.0% | -$395.17万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -30,531 | -100.0% | -$374.86万 | 清仓 |
| SGRY | SURGERY PARTNERS INC | $0 | 0.00% | 0 | -314,144 | -100.0% | -$374.46万 | 清仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -1,114,590 | -100.0% | -$312.09万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -88,117 | -100.0% | -$288.50万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -89,926 | -100.0% | -$194.60万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -40,916 | -100.0% | -$170.17万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -80,824 | -100.0% | -$148.23万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -27,100 | -100.0% | -$119.59万 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -43,413 | -100.0% | -$101.41万 | 清仓 |
| CMPR | CIMPRESS PLC | $0 | 0.00% | 0 | -11,816 | -100.0% | -$86.26万 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | -53,724 | -100.0% | -$82.84万 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | -49,885 | -100.0% | -$81.96万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -20,398 | -100.0% | -$68.70万 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $5,773 | 0.00% | 11,663 | 0 | 0.0% | — | 不变 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $19.08万 | 0.01% | 16,146 | 0 | 0.0% | — | 不变 |
| BRUN | BOOST RUN INC | $23.13万 | 0.01% | 5,960 | 5,960 | — | $23.13万 | 新建仓 |
| ETSY | ETSY INC | $39.68万 | 0.02% | 5,267 | -336,736 | -98.5% | -$2,536.63万 | 减仓 |
| HD | HOME DEPOT INC | $61.68万 | 0.04% | 1,749 | -2,559 | -59.4% | -$90.25万 | 重新持有 |
| BCC | BOISE CASCADE CO DEL | $62.20万 | 0.04% | 8,012 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $70.10万 | 0.04% | 72,418 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $77.25万 | 0.05% | 43,014 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $83.42万 | 0.05% | 136,081 | 136,081 | — | $83.42万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $92.20万 | 0.06% | 156,811 | 0 | 0.0% | — | 不变 |
| — | GUARDIAN METAL RES PLC | $92.38万 | 0.06% | 65,939 | 65,939 | — | $92.38万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $93.33万 | 0.06% | 72,128 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $98.62万 | 0.06% | 20,440 | 20,440 | — | $98.62万 | 新建仓 |
| — | THERAPEUTICSMD INC | $140.38万 | 0.08% | 635,222 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $178.29万 | 0.11% | 385,900 | 0 | 0.0% | — | 不变 |
| — | AGORA INC | $254.15万 | 0.15% | 636,960 | 636,960 | — | $254.15万 | 新建仓 |
| QURE | UNIQURE NV | $267.40万 | 0.16% | 58,055 | -25,626 | -30.6% | -$118.03万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $270.10万 | 0.16% | 93,590 | -67,350 | -41.8% | -$194.37万 | 减仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $274.76万 | 0.16% | 120,616 | 120,616 | — | $274.76万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $282.07万 | 0.17% | 23,306 | 1,747 | 8.1% | $21.14万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $298.13万 | 0.18% | 38,027 | 38,027 | — | $298.13万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $328.36万 | 0.20% | 33,128 | 33,128 | — | $328.36万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $337.94万 | 0.20% | 88,698 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $362.67万 | 0.22% | 318,130 | -511,464 | -61.7% | -$583.07万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $378.62万 | 0.23% | 403,212 | 403,212 | — | $378.62万 | 新建仓 |
| QCOM | QUALCOMM INC | $384.34万 | 0.23% | 20,799 | 20,799 | — | $384.34万 | 新建仓 |
| NTGR | NETGEAR INC | $391.79万 | 0.23% | 167,792 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $396.76万 | 0.24% | 134,268 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $400.70万 | 0.24% | 187,594 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $408.10万 | 0.24% | 1,801,760 | 1,801,760 | — | $408.10万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $413.35万 | 0.25% | 74,478 | -29,278 | -28.2% | -$162.49万 | 减仓 |
| JETS | ETF SER SOLUTIONS | $422.49万 | 0.25% | 127,178 | 127,178 | — | $422.49万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $451.64万 | 0.27% | 152,942 | -95,884 | -38.5% | -$283.15万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $461.16万 | 0.28% | 99,688 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $467.25万 | 0.28% | 267,460 | -286,629 | -51.7% | -$500.74万 | 减仓 |
| MTN | VAIL RESORTS INC | $477.21万 | 0.28% | 35,050 | -89,452 | -71.8% | -$1,217.89万 | 减仓 |
| — | HERON THERAPEUTICS INC | $485.87万 | 0.29% | 11,383,961 | -851,278 | -7.0% | -$36.33万 | 减仓 |
| GCGRU | GENERAL CATALYST GBL RESIL M | $514.50万 | 0.31% | 500,000 | 500,000 | — | $514.50万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $525.19万 | 0.31% | 285,276 | -40,892 | -12.5% | -$75.28万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $544.32万 | 0.32% | 199,092 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $550.97万 | 0.33% | 63,836 | 63,836 | — | $550.97万 | 新建仓 |
| CBZ | CBIZ INC | $559.30万 | 0.33% | 174,345 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $573.95万 | 0.34% | 167,724 | -34,600 | -17.1% | -$118.40万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $585.10万 | 0.35% | 593,406 | 593,406 | — | $585.10万 | 新建仓 |
| COMP | COMPASS INC | $615.47万 | 0.37% | 499,163 | -922,586 | -64.9% | -$1,137.55万 | 减仓 |
| APP | APPLOVIN CORP | $620.80万 | 0.37% | 12,049 | 12,049 | — | $620.80万 | 新建仓 |
| — | DOUGLAS ELLIMAN INC | $702.93万 | 0.42% | 3,971,355 | 78,760 | 2.0% | $13.94万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $707.32万 | 0.42% | 17,602 | -77,532 | -81.5% | -$3,115.55万 | 减仓 |
| GFL | GFL ENVIRONMENTAL ORD (NYS) | $714.28万 | 0.43% | 194,150 | 194,150 | — | $714.28万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $818.12万 | 0.49% | 451,503 | -3,585 | -0.8% | -$6.50万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $869.69万 | 0.52% | 104,129 | -12,411 | -10.6% | -$103.66万 | 减仓 |
| MAGN | MAGNERA CORP | $870.79万 | 0.52% | 741,096 | 2,779 | 0.4% | $3.27万 | 加仓 |
| RH | RH | $951.18万 | 0.57% | 57,742 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $972.26万 | 0.58% | 85,070 | -180 | -0.2% | -$2.06万 | 减仓 |
| EQT | EQT CORP | $1,060.17万 | 0.63% | 199,393 | 199,393 | — | $1,060.17万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $1,067.15万 | 0.64% | 119,048 | -1,300 | -1.1% | -$11.65万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $1,078.64万 | 0.64% | 948,673 | -20,100 | -2.1% | -$22.85万 | 减仓 |
| AVTR | AVANTOR INC | $1,112.57万 | 0.66% | 1,123,806 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $1,117.16万 | 0.67% | 1,334,725 | 778,671 | 140.0% | $651.75万 | 加仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $1,126.02万 | 0.67% | 129,279 | 26,893 | 26.3% | $234.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,154.64万 | 0.69% | 10,003 | -107,325 | -91.5% | -$1.24亿 | 减仓 |
| BLCO | BAUSCH LOMB ORD (NYS) | $1,162.46万 | 0.69% | 701,967 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $1,172.49万 | 0.70% | 386,451 | 120,181 | 45.1% | $364.63万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1,186.69万 | 0.71% | 557,131 | -3,880 | -0.7% | -$8.26万 | 减仓 |
| NCNO | NCINO INC | $1,306.89万 | 0.78% | 799,322 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,390.91万 | 0.83% | 876,443 | 876,443 | — | $1,390.91万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $1,407.71万 | 0.84% | 492,724 | 492,724 | — | $1,407.71万 | 新建仓 |
| SMTC | SEMTECH CORP | $1,509.64万 | 0.90% | 93,274 | -289,915 | -75.7% | -$4,692.27万 | 减仓 |
| RSKD | RISKIFIED LTD | $1,565.45万 | 0.93% | 3,106,045 | 0 | 0.0% | — | 不变 |