13F 机构持仓

Lighthouse Investment Partners, LLC

Palm Beach Gardens FL · SEC CIK 0001600344

2026Q22026Q1 更早 9 个季度 🔒
$28.74亿2026Q1 申报市值
687持仓数
12.4%前十大占比 · 第一大 3.9%
239 / 366新建仓 / 清仓
申报市值走势$36.58亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 看跌期权 3.9%
AMZN 1.4%
NVDA 1.0%
COLB 1.0%
MCD 0.9%
STT 0.9%
BCS 0.9%
CNI 0.9%
CVE 0.8%
NSC 0.8%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$2,026.13万
CHRD 新建仓+$1,821.55万
BCS 加仓+$1,715.42万
MCD 加仓+$1,631.12万
IRT 新建仓+$1,571.72万

2026Q1 卖出最多 按季末市值估算

CSX 减仓-$3,023.61万
H 减仓-$2,731.94万
SYY 清仓-$2,726.53万
VIST 减仓-$2,641.45万
AMZN 减仓-$2,452.61万

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
IT GARTNER INC $00.00%0 —— — 申报中断
MMI MARCUS & MILLICHAP INC $00.00%0 -34,445-100.0% -$94.00万 清仓
— DIREXION SHS ETF TR 看涨期权 $00.00%0 -300,000-100.0% -$93.90万 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 —— — 申报中断
ALGN ALIGN TECHNOLOGY INC $00.00%0 -5,888-100.0% -$91.94万 清仓
UPST UPSTART HLDGS INC $00.00%0 —— — 申报中断
INTC INTEL CORP $00.00%0 -24,618-100.0% -$90.84万 清仓
T AT&T INC $00.00%0 -36,385-100.0% -$90.38万 清仓
FLUT FLUTTER ENTMT PLC $00.00%0 -4,089-100.0% -$87.93万 清仓
SBAC SBA COMMUNICATIONS CORP NEW $00.00%0 -4,540-100.0% -$87.82万 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -56,265-100.0% -$87.72万 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 —— — 申报中断
LIN LINDE PLC $00.00%0 -1,955-100.0% -$83.35万 清仓
SONO SONOS INC $00.00%0 —— — 申报中断
DNTH DIANTHUS THERAPEUTICS INC $00.00%0 -20,000-100.0% -$82.42万 清仓
COHR COHERENT CORP $00.00%0 -4,360-100.0% -$80.47万 清仓
LEVI LEVI STRAUSS & CO NEW $00.00%0 —— — 申报中断
PLUG PLUG POWER INC 看跌期权 $00.00%0 -400,000-100.0% -$78.80万 清仓
— CHURCHILL CAP CORP X 看跌期权 $00.00%0 -50,000-100.0% -$78.00万 清仓
LYFT LYFT INC $00.00%0 -40,160-100.0% -$77.79万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -1,220-100.0% -$75.96万 清仓
HUBS HUBSPOT INC $00.00%0 —— — 申报中断
MPT MEDICAL PPTYS TRUST INC $00.00%0 —— — 申报中断
ADNT ADIENT PLC $00.00%0 —— — 申报中断
GPRK GEOPARK LTD $00.00%0 -100,000-100.0% -$74.10万 清仓
REAL THE REALREAL INC $00.00%0 —— — 申报中断
DNUT KRISPY KREME INC $00.00%0 -183,928-100.0% -$73.94万 清仓
PCRX PACIRA BIOSCIENCES INC $00.00%0 -28,415-100.0% -$73.54万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -5,513-100.0% -$73.03万 清仓
TIGR UP FINTECH HLDG LTD $00.00%0 -73,370-100.0% -$70.14万 清仓
ALKS ALKERMES PLC $00.00%0 -24,759-100.0% -$69.28万 清仓
MCK MCKESSON CORP $00.00%0 -836-100.0% -$68.58万 清仓
FTNT FORTINET INC $00.00%0 —— — 申报中断
UL UNILEVER PLC $00.00%0 -10,233-100.0% -$66.92万 清仓
DYN DYNE THERAPEUTICS INC $00.00%0 -34,000-100.0% -$66.50万 清仓
UWMC UWM HOLDINGS CORPORATION $00.00%0 -151,617-100.0% -$66.41万 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -8,820-100.0% -$65.65万 清仓
PEG PUBLIC SVC ENTERPRISE GRP IN $00.00%0 -8,033-100.0% -$64.50万 清仓
LNC LINCOLN NATL CORP IND $00.00%0 —— — 申报中断
CYTK CYTOKINETICS INC $00.00%0 -10,000-100.0% -$63.54万 清仓
TXRH TEXAS ROADHOUSE INC $00.00%0 -3,734-100.0% -$61.98万 清仓
DOCS DOXIMITY INC $00.00%0 -13,967-100.0% -$61.85万 清仓
— HILLENBRAND INC $00.00%0 -19,458-100.0% -$61.72万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 —— — 申报中断
CNXC CONCENTRIX CORP $00.00%0 -14,291-100.0% -$59.42万 清仓
PLUG PLUG POWER INC 看涨期权 $00.00%0 -300,000-100.0% -$59.10万 清仓
RH RH $00.00%0 —— — 申报中断
LCID LUCID GROUP INC $00.00%0 -55,108-100.0% -$58.25万 清仓
LZB LA Z BOY INC $00.00%0 -15,479-100.0% -$57.69万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 —— — 申报中断
P PURE STORAGE INC $00.00%0 —— — 申报中断
FTAI FTAI AVIATION LTD $00.00%0 —— — 申报中断
PSN PARSONS CORP DEL $00.00%0 -8,902-100.0% -$55.01万 清仓
AUGO AURA MINERALS INC $00.00%0 -10,820-100.0% -$54.55万 清仓
GDDY GODADDY INC $00.00%0 -4,320-100.0% -$53.60万 清仓
IAUX I-80 GOLD CORP $00.00%0 -364,800-100.0% -$53.26万 清仓
CR CRANE COMPANY $00.00%0 -2,881-100.0% -$53.13万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -9,268-100.0% -$52.48万 清仓
ALRM ALARM COM HLDGS INC $00.00%0 —— — 申报中断
ROKU ROKU INC $00.00%0 -4,793-100.0% -$52.00万 清仓
ALB ALBEMARLE CORP $00.00%0 -3,671-100.0% -$51.92万 清仓
ALAB ASTERA LABS INC $00.00%0 —— — 申报中断
MKTX MARKETAXESS HLDGS INC $00.00%0 -2,835-100.0% -$51.38万 清仓
MKC MCCORMICK & CO INC $00.00%0 —— — 申报中断
ASTS AST SPACEMOBILE INC $00.00%0 —— — 申报中断
HQY HEALTHEQUITY INC $00.00%0 -5,532-100.0% -$50.68万 清仓
ARGX ARGENX SE $00.00%0 -600-100.0% -$50.46万 清仓
PPTA PERPETUA RESOURCES CORP $00.00%0 -20,807-100.0% -$50.37万 清仓
PEP PEPSICO INC $00.00%0 -3,490-100.0% -$50.09万 清仓
EIX EDISON INTL $00.00%0 —— — 申报中断
OLLI OLLIES BARGAIN OUTLET HLDGS $00.00%0 -4,532-100.0% -$49.68万 清仓
COLM COLUMBIA SPORTSWEAR CO $00.00%0 -8,962-100.0% -$49.37万 清仓
ESI ELEMENT SOLUTIONS INC $00.00%0 -19,541-100.0% -$48.83万 清仓
UI UBIQUITI INC $00.00%0 -876-100.0% -$48.47万 清仓
— TRI POINTE HOMES INC $00.00%0 -15,212-100.0% -$47.87万 清仓
EMBJ EMBRAER S.A. $00.00%0 -7,388-100.0% -$47.56万 清仓
MMM 3M CO $00.00%0 -2,925-100.0% -$46.83万 清仓
ARRY ARRAY TECHNOLOGIES INC $00.00%0 -50,000-100.0% -$46.10万 清仓
GOOS CANADA GOOSE HLDGS INC $00.00%0 -35,255-100.0% -$45.66万 清仓
GLOB GLOBANT S A $00.00%0 —— — 申报中断
FND FLOOR & DECOR HLDGS INC $00.00%0 -7,287-100.0% -$44.37万 清仓
TPB TURNING PT BRANDS INC $00.00%0 -4,070-100.0% -$44.12万 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -2,530-100.0% -$43.73万 清仓
CARS CARS COM INC $00.00%0 -35,542-100.0% -$43.36万 清仓
QXO QXO INC $00.00%0 -22,277-100.0% -$42.97万 清仓
ZTS ZOETIS INC $00.00%0 -3,374-100.0% -$42.45万 清仓
ARQT ARCUTIS BIOTHERAPEUTICS INC $00.00%0 -14,467-100.0% -$42.01万 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -2,407-100.0% -$41.77万 清仓
— SEALED AIR CORP NEW $00.00%0 -10,000-100.0% -$41.43万 清仓
JBS JBS N.V. $00.00%0 -28,260-100.0% -$40.75万 清仓
GDOT GREEN DOT CORP $00.00%0 -31,606-100.0% -$40.49万 清仓
GRDN GUARDIAN PHARMACY SVCS INC $00.00%0 —— — 申报中断
— THERMON GROUP HLDGS INC $00.00%0 -10,830-100.0% -$40.24万 清仓
EME EMCOR GROUP INC $00.00%0 -654-100.0% -$40.01万 清仓
IRM IRON MTN INC DEL $00.00%0 -4,780-100.0% -$39.65万 清仓
ARHS ARHAUS INC $00.00%0 -35,090-100.0% -$39.34万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -14,985-100.0% -$39.23万 清仓
HAPN LENDINGCLUB CORP $00.00%0 -20,569-100.0% -$38.96万 清仓
MYRG MYR GROUP INC DEL $00.00%0 —— — 申报中断
SBET SHARPLINK GAMING INC $00.00%0 -43,020-100.0% -$38.46万 清仓