Quinn Opportunity Partners LLC
CHARLOTTESVILLE VA · SEC CIK 0001633275
$21.56亿2026Q2 申报市值
359持仓数
28.7%前十大占比 · 第一大 3.7%
66 / 72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
TAYLOR MORRISON 新建仓+$6,301.47万
FUTU 加仓+$4,716.52万
ROKU 加仓+$4,159.12万
META 加仓+$3,830.37万
WARNER BROS DISC 加仓+$3,079.23万
2026Q2 卖出最多 按季末市值估算
ELECTRONIC ARTS 减仓-$4,835.91万
NFLX 减仓-$3,982.10万
CROX 减仓-$3,044.06万
GOLDEN ENTERTAIN 清仓-$2,337.44万
HPE 减仓-$2,117.97万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $1,611.26万 | 0.75% | 119,000 | 75,000 | 170.5% | $1,015.50万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,634.50万 | 0.76% | 35,600 | -11,600 | -24.6% | -$532.59万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1,725.51万 | 0.80% | 1,281,955 | 232,906 | 22.2% | $313.49万 | 加仓 |
| NYT | NEW YORK TIMES CO-A | $1,773.32万 | 0.82% | 253,404 | -96,878 | -27.7% | -$677.95万 | 减仓 |
| DOCU | DOCUSIGN INC | $1,782.49万 | 0.83% | 401,280 | 20,000 | 5.2% | $88.84万 | 加仓 |
| — | AVALONBAY COMMUNITIES INC | $1,787.40万 | 0.83% | 94,727 | 4,727 | 5.3% | $89.19万 | 加仓 |
| GTLB | GITLAB INC-CL A | $1,957.69万 | 0.91% | 641,234 | 270,000 | 72.7% | $824.31万 | 加仓 |
| NFLX | NETFLIX INC | $1,974.95万 | 0.92% | 276,603 | -557,717 | -66.8% | -$3,982.10万 | 减仓 |
| NWSA | NEWS CORP - CLASS A | $2,004.36万 | 0.93% | 807,234 | 20,000 | 2.5% | $49.66万 | 加仓 |
| GRND | GRINDR INC | $2,130.17万 | 0.99% | 1,482,373 | -376,327 | -20.2% | -$540.78万 | 减仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $2,433.43万 | 1.13% | 507,600 | 60,000 | 13.4% | $287.64万 | 加仓 |
| SHAK | SHAKE SHACK INC - CLASS A | $2,473.62万 | 1.15% | 441,560 | 356,082 | 416.6% | $1,994.77万 | 加仓 |
| ADBE | ADOBE INC | $2,572.30万 | 1.19% | 125,466 | 38,000 | 43.4% | $779.08万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $2,952.64万 | 1.37% | 320,000 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC-A | $3,078.85万 | 1.43% | 216,500 | 158,500 | 273.3% | $2,254.03万 | 加仓 |
| MAA | MID-AMERICA APARTMENT COMM | $3,334.56万 | 1.55% | 240,000 | 6,500 | 2.8% | $90.31万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $3,361.82万 | 1.56% | 294,432 | 205,400 | 230.7% | $2,345.26万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $3,472.54万 | 1.61% | 804,200 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC-CL A | $3,478.79万 | 1.61% | 200,414 | -14,038 | -6.5% | -$243.67万 | 减仓 |
| PZZA | PAPA JOHN'S INTL INC | $3,673.46万 | 1.70% | 999,036 | -75,615 | -7.0% | -$278.04万 | 减仓 |
| ROKU | ROKU INC | $4,214.38万 | 1.95% | 305,080 | 301,080 | 7,527.0% | $4,159.12万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $4,505.27万 | 2.09% | 1,689,900 | 1,155,000 | 215.9% | $3,079.23万 | 加仓 |
| FUTU | FUTU HOLDINGS LTD-ADR | $4,866.50万 | 2.26% | 519,149 | 503,149 | 3,144.7% | $4,716.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,343.51万 | 2.48% | 143,250 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC-CLASS A | $5,965.52万 | 2.77% | 105,905 | 68,000 | 179.4% | $3,830.37万 | 加仓 |
| — | ELECTRONIC ARTS INC | $6,110.19万 | 2.83% | 298,000 | -235,852 | -44.2% | -$4,835.91万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $6,301.47万 | 2.92% | 878,376 | 878,376 | — | $6,301.47万 | 新建仓 |
| DUOL | DUOLINGO | $6,391.25万 | 2.96% | 555,664 | 58,302 | 11.7% | $670.59万 | 加仓 |
| ABNB | AIRBNB INC-CLASS A | $6,489.59万 | 3.01% | 453,500 | -46,500 | -9.3% | -$665.41万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC-A | $7,899.14万 | 3.66% | 13,365,725 | -686,005 | -4.9% | -$405.43万 | 减仓 |
| CMCSA | COMCAST CORP-CLASS A | $7,988.62万 | 3.70% | 3,254,021 | 490,000 | 17.7% | $1,202.95万 | 加仓 |