Alden Global Capital LLC
BRANDON FL · SEC CIK 0001616882
$2.73亿2026Q2 申报市值
19持仓数
79.6%前十大占比 · 第一大 19.7%
5 / 0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
NVDA 加仓+$1,340.50万
ORCL 加仓+$1,260.55万
VST 加仓+$996.93万
PLTR 新建仓+$905.07万
APH 新建仓+$709.78万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$5,073.97万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,374.14万 | 19.72% | 268,586 | 66,995 | 33.2% | $1,340.50万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,620.42万 | 9.62% | 1,370,511 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2,599.36万 | 9.54% | 177,370 | 86,015 | 94.2% | $1,260.55万 | 加仓 |
| C | CITIGROUP INC | $2,387.16万 | 8.76% | 170,560 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2,214.86万 | 8.13% | 139,624 | 62,846 | 81.9% | $996.93万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,727.82万 | 6.34% | 40,046 | -117,600 | -74.6% | -$5,073.97万 | 减仓 |
| AMZN | AMAZON COM INC | $1,506.62万 | 5.53% | 63,213 | 0 | 0.0% | — | 不变 |
| VNET | VNET GROUP INC | $1,156.63万 | 4.24% | 1,438,600 | 515,650 | 55.9% | $414.58万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,113.38万 | 4.09% | 40,315 | 23,550 | 140.5% | $650.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,003.54万 | 3.68% | 139,072 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $927.95万 | 3.40% | 80,300 | 59,600 | 287.9% | $688.74万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $912.77万 | 3.35% | 95,100 | 47,920 | 101.6% | $459.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $905.07万 | 3.32% | 77,575 | 77,575 | — | $905.07万 | 新建仓 |
| APH | AMPHENOL CORP | $709.78万 | 2.60% | 40,255 | 40,255 | — | $709.78万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $594.21万 | 2.18% | 554,300 | 554,300 | — | $594.21万 | 新建仓 |
| GDS | GDS HLDGS LTD | $515.84万 | 1.89% | 171,775 | 171,775 | — | $515.84万 | 新建仓 |
| CRWV | COREWEAVE INC | $506.66万 | 1.86% | 50,900 | 50,900 | — | $506.66万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $311.36万 | 1.14% | 331,584 | 0 | 0.0% | — | 不变 |
| — | EXZEO GROUP INC | $165.33万 | 0.61% | 98,005 | 0 | 0.0% | — | 不变 |