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 |
|---|---|---|---|---|---|---|---|---|
| VVV | VALVOLINE INC | $68.70万 | 0.04% | 20,398 | -56,034 | -73.3% | -$188.72万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $60.77万 | 0.03% | 8,012 | 8,012 | — | $60.77万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $49.75万 | 0.03% | 72,418 | 72,418 | — | $49.75万 | 新建仓 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $40.52万 | 0.02% | 43,014 | 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 |
| — | OPENDOOR TECHNOLOGIES INC | $7,051 | 0.00% | 11,663 | 0 | 0.0% | — | 不变 |
| 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 |