Lighthouse Investment Partners, LLC
Palm Beach Gardens FL · SEC CIK 0001600344
$36.58亿2026Q2 申报市值
703持仓数
16.8%前十大占比 · 第一大 5.9%
225 / 308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
SPCX 新建仓+$1.18亿
MA 重新持有+$3,892.27万
WMT 加仓+$3,749.48万
DLR 加仓+$3,676.90万
CBRS 新建仓+$3,469.70万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,938.69万
BCS 减仓-$2,556.80万
SM 清仓-$2,281.21万
V 清仓-$2,258.00万
SEI 重新持有-$2,163.18万
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 |
|---|---|---|---|---|---|---|---|---|
| RPAY | REPAY HLDGS CORP | $0 | 0.00% | 0 | -28,493 | -100.0% | -$7.41万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -10,437 | -100.0% | -$6.26万 | 清仓 |
| — | BAIN CAP GSS INVT CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$6.20万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -14,207 | -100.0% | -$5.20万 | 清仓 |
| — | OAKTREE ACQUISITION CORP III | $0 | 0.00% | 0 | -60,000 | -100.0% | -$4.50万 | 清仓 |
| — | ALUSSA ENERGY ACQUISIT CORP | $0 | 0.00% | 0 | -125,000 | -100.0% | -$4.50万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -15,645 | -100.0% | -$3.96万 | 清仓 |
| — | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.50万 | 清仓 |
| — | COLOMBIER ACQUISITION CORP I | $5.00万 | 0.00% | 62,500 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $6.80万 | 0.00% | 50,000 | -250,000 | -83.3% | -$34.00万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $6.85万 | 0.00% | 12,634 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $7.68万 | 0.00% | 10,971 | -99,529 | -90.1% | -$69.67万 | 重新持有 |
| — | SOL STRATEGIES INC | $7.90万 | 0.00% | 67,500 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $10.50万 | 0.00% | 12,930 | 12,930 | — | $10.50万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $10.78万 | 0.00% | 15,760 | 0 | 0.0% | — | 不变 |
| — | ATLAS LITHIUM CORP | $11.07万 | 0.00% | 30,000 | -30,000 | -50.0% | -$11.07万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $13.24万 | 0.00% | 13,692 | -29,512 | -68.3% | -$28.54万 | 减仓 |
| BLND | BLEND LABS INC | $13.73万 | 0.00% | 80,285 | -149,636 | -65.1% | -$25.59万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC 看跌期权 | $14.64万 | 0.00% | 11,000 | 11,000 | — | $14.64万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $15.61万 | 0.00% | 20,330 | -78,652 | -79.5% | -$60.40万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $18.20万 | 0.00% | 50,000 | 50,000 | — | $18.20万 | 新建仓 |
| SMRT | SMARTRENT INC | $18.33万 | 0.01% | 153,998 | 41,322 | 36.7% | $4.92万 | 加仓 |
| — | GORES HLDGS X INC | $18.50万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $18.69万 | 0.01% | 10,670 | -39,111 | -78.6% | -$68.50万 | 重新持有 |
| ADNT | ADIENT PLC | $18.91万 | 0.01% | 10,287 | -28,730 | -73.6% | -$52.81万 | 重新持有 |
| HTZ | HERTZ GLOBAL HLDGS INC | $19.30万 | 0.01% | 85,224 | 63,566 | 293.5% | $14.40万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $19.42万 | 0.01% | 21,250 | 21,250 | — | $19.42万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $19.51万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $19.79万 | 0.01% | 36,506 | -71,413 | -66.2% | -$38.71万 | 减仓 |
| AVPT | AVEPOINT INC | $19.89万 | 0.01% | 17,740 | -1,995 | -10.1% | -$2.24万 | 减仓 |
| PPLI | PEOPLE INC | $20.26万 | 0.01% | 4,390 | 4,390 | — | $20.26万 | 新建仓 |
| GLOB | GLOBANT S A | $20.40万 | 0.01% | 7,050 | 87 | 1.2% | $2,518 | 重新持有 |
| RYAAY | RYANAIR HOLDINGS PLC | $20.59万 | 0.01% | 3,180 | -109,165 | -97.2% | -$706.84万 | 减仓 |
| APP | APPLOVIN CORP 看跌期权 | $20.61万 | 0.01% | 400 | 400 | — | $20.61万 | 新建仓 |
| AVEX | AEVEX CORP | $20.89万 | 0.01% | 10,000 | 10,000 | — | $20.89万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE 看跌期权 | $20.99万 | 0.01% | 3,000 | 3,000 | — | $20.99万 | 新建仓 |
| WWD | WOODWARD INC | $21.02万 | 0.01% | 494 | 494 | — | $21.02万 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS | $21.03万 | 0.01% | 30,000 | -295,000 | -90.8% | -$206.79万 | 减仓 |
| FIVN | FIVE9 INC | $21.34万 | 0.01% | 10,010 | 10,010 | — | $21.34万 | 新建仓 |
| EE | EXCELERATE ENERGY INC | $21.42万 | 0.01% | 5,638 | -4,362 | -43.6% | -$16.57万 | 减仓 |
| XYZ | BLOCK INC | $21.43万 | 0.01% | 2,820 | -648 | -18.7% | -$4.92万 | 重新持有 |
| WLDN | WILLDAN GROUP INC | $21.44万 | 0.01% | 2,710 | 614 | 29.3% | $4.86万 | 重新持有 |
| SE | SEA LTD | $21.49万 | 0.01% | 2,243 | 2,243 | — | $21.49万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.56万 | 0.01% | 1,506 | 1,506 | — | $21.56万 | 新建仓 |
| ONON | ON HLDG AG | $21.62万 | 0.01% | 6,103 | 6,103 | — | $21.62万 | 新建仓 |
| LINE | LINEAGE INC | $21.62万 | 0.01% | 5,000 | 5,000 | — | $21.62万 | 新建仓 |
| BYD | BOYD GAMING CORP | $21.64万 | 0.01% | 2,450 | -2,450 | -50.0% | -$21.64万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $21.65万 | 0.01% | 12,076 | 12,076 | — | $21.65万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $21.94万 | 0.01% | 25,600 | -5,300 | -17.2% | -$4.54万 | 重新持有 |
| CVLG | COVENANT LOGISTICS GROUP INC | $21.99万 | 0.01% | 4,977 | 4,977 | — | $21.99万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $22.04万 | 0.01% | 7,353 | 7,353 | — | $22.04万 | 新建仓 |
| FFIV | F5 INC | $22.05万 | 0.01% | 530 | 530 | — | $22.05万 | 新建仓 |
| GRND | GRINDR INC | $22.19万 | 0.01% | 15,440 | 15,440 | — | $22.19万 | 新建仓 |
| HD | HOME DEPOT INC | $22.57万 | 0.01% | 640 | -8,371 | -92.9% | -$295.23万 | 重新持有 |
| HIPO | HIPPO HLDGS INC | $22.62万 | 0.01% | 8,004 | -226 | -2.7% | -$6,387 | 减仓 |
| DAN | DANA INC | $22.94万 | 0.01% | 8,432 | -32,196 | -79.2% | -$87.61万 | 减仓 |
| DLTR | DOLLAR TREE INC | $22.98万 | 0.01% | 1,900 | 1,900 | — | $22.98万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $23.33万 | 0.01% | 2,000 | 2,000 | — | $23.33万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $23.34万 | 0.01% | 2,800 | -14,958 | -84.2% | -$124.66万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $23.52万 | 0.01% | 695 | 695 | — | $23.52万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $23.96万 | 0.01% | 7,605 | -9,502 | -55.5% | -$29.93万 | 减仓 |
| COHU | COHU INC | $24.04万 | 0.01% | 3,253 | 3,253 | — | $24.04万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $24.28万 | 0.01% | 2,740 | -602 | -18.0% | -$5.33万 | 减仓 |
| ABNB | AIRBNB INC | $24.47万 | 0.01% | 1,710 | 1,710 | — | $24.47万 | 新建仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $24.85万 | 0.01% | 350,000 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $25.02万 | 0.01% | 925 | -1,896 | -67.2% | -$51.29万 | 重新持有 |
| — | COLUMBIA FINL INC | $25.09万 | 0.01% | 11,825 | 11,825 | — | $25.09万 | 新建仓 |
| IT | GARTNER INC | $25.29万 | 0.01% | 1,951 | -1,797 | -47.9% | -$23.29万 | 重新持有 |
| TRLV | TRULIEVE CANNABIS CORP | $25.45万 | 0.01% | 25,888 | 25,888 | — | $25.45万 | 新建仓 |
| — | JENA ACQUISITION CORP II | $25.50万 | 0.01% | 1,500,000 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $25.77万 | 0.01% | 515 | -1,250 | -70.8% | -$62.55万 | 重新持有 |
| CBZ | CBIZ INC | $25.85万 | 0.01% | 8,059 | 8,059 | — | $25.85万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $26.46万 | 0.01% | 45,000 | -5,000 | -10.0% | -$2.94万 | 减仓 |
| CIEN | CIENA CORP | $26.69万 | 0.01% | 544 | 544 | — | $26.69万 | 新建仓 |
| GKOS | GLAUKOS CORP | $26.69万 | 0.01% | 1,910 | -8,090 | -80.9% | -$113.07万 | 重新持有 |
| BLBD | BLUE BIRD CORP | $26.75万 | 0.01% | 3,388 | 3,388 | — | $26.75万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $27.08万 | 0.01% | 58,617 | -91,327 | -60.9% | -$42.19万 | 重新持有 |
| ALX | ALEXANDERS INC | $27.56万 | 0.01% | 1,000 | 1,000 | — | $27.56万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $27.60万 | 0.01% | 7,157 | -18,476 | -72.1% | -$71.24万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $27.60万 | 0.01% | 24,360 | 2,430 | 11.1% | $2.75万 | 重新持有 |
| OEC | ORION S.A. | $27.61万 | 0.01% | 41,648 | -60,000 | -59.0% | -$39.78万 | 减仓 |
| ULS | UL SOLUTIONS INC | $27.66万 | 0.01% | 2,715 | 2,715 | — | $27.66万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $27.78万 | 0.01% | 8,368 | 8,368 | — | $27.78万 | 新建仓 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $27.85万 | 0.01% | 6,652 | -6,762 | -50.4% | -$28.31万 | 重新持有 |
| SLGN | SILGAN HLDGS INC | $28.09万 | 0.01% | 6,056 | 6,056 | — | $28.09万 | 新建仓 |
| ATLC | ATLANTICUS HOLDINGS CORP | $28.18万 | 0.01% | 2,756 | 2,756 | — | $28.18万 | 新建仓 |
| NCNO | NCINO INC | $28.30万 | 0.01% | 17,310 | 17,310 | — | $28.30万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $28.34万 | 0.01% | 2,303 | -532 | -18.8% | -$6.55万 | 重新持有 |
| GOOGL | ALPHABET INC | $28.59万 | 0.01% | 800 | -819 | -50.6% | -$29.27万 | 减仓 |
| FMC | FMC CORP 看跌期权 | $28.75万 | 0.01% | 25,000 | 25,000 | — | $28.75万 | 新建仓 |
| LINC | LINCOLN EDL SVCS CORP | $29.62万 | 0.01% | 5,936 | 5,936 | — | $29.62万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $29.82万 | 0.01% | 1,823 | -38,793 | -95.5% | -$634.54万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $30.21万 | 0.01% | 1,650 | 1,650 | — | $30.21万 | 新建仓 |
| BDX | BECTON DICKINSON & CO 看跌期权 | $30.27万 | 0.01% | 2,000 | 2,000 | — | $30.27万 | 新建仓 |
| OPY | OPPENHEIMER HLDGS INC | $30.28万 | 0.01% | 2,869 | 2,869 | — | $30.28万 | 新建仓 |
| CVNA | CARVANA CO | $30.33万 | 0.01% | 4,608 | 4,608 | — | $30.33万 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $30.35万 | 0.01% | 1,523 | 1,523 | — | $30.35万 | 新建仓 |
| MTUM | ISHARES TR 看跌期权 | $30.85万 | 0.01% | 900 | 900 | — | $30.85万 | 新建仓 |
| PFE | PFIZER INC 看跌期权 | $31.30万 | 0.01% | 13,000 | 13,000 | — | $31.30万 | 新建仓 |
| BWA | BORGWARNER INC | $31.41万 | 0.01% | 4,731 | 4,731 | — | $31.41万 | 新建仓 |