Morgan Creek Capital Management, LLC
CHAPEL HILL NC · SEC CIK 0001623781
$1.48亿2026Q2 申报市值
15持仓数
99.3%前十大占比 · 第一大 91.9%
5 / 1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
FIGR 加仓+$1,738.49万
BHVN 新建仓+$27.07万
ACAD 新建仓+$23.77万
MANE 新建仓+$23.67万
AVBP 新建仓+$22.93万
2026Q2 卖出最多 按季末市值估算
GEMINI SPACE STA 减仓-$889.39万
U 清仓-$20.50万
TSM 重新持有-$10.46万
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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -9,345 | -100.0% | -$20.50万 | 清仓 |
| INSM | INSMED INC | $20.57万 | 0.14% | 1,929 | 678 | 54.2% | $7.23万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $20.70万 | 0.14% | 332 | 56 | 20.3% | $3.49万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.63万 | 0.15% | 453 | -219 | -32.6% | -$10.46万 | 重新持有 |
| PTCT | PTC THERAPEUTICS INC | $22.45万 | 0.15% | 2,752 | 2,752 | — | $22.45万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $22.93万 | 0.15% | 6,600 | 6,600 | — | $22.93万 | 新建仓 |
| MANE | VERADERMICS INC | $23.67万 | 0.16% | 1,925 | 1,925 | — | $23.67万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $23.77万 | 0.16% | 9,395 | 9,395 | — | $23.77万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $27.07万 | 0.18% | 18,193 | 18,193 | — | $27.07万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $39.27万 | 0.26% | 17,642 | 0 | 0.0% | — | 不变 |
| IHS | IHS HOLDING LIMITED | $127.69万 | 0.86% | 154,963 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $141.37万 | 0.95% | 174,105 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $142.76万 | 0.96% | 97,716 | 0 | 0.0% | — | 不变 |
| — | GEMINI SPACE STA INC | $239.51万 | 1.61% | 562,229 | -2,087,770 | -78.8% | -$889.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $324.89万 | 2.19% | 45,023 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.36亿 | 91.93% | 4,442,317 | 566,099 | 14.6% | $1,738.49万 | 加仓 |