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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP-CLASS A | $7,988.62万 | 3.70% | 3,254,021 | 490,000 | 17.7% | $1,202.95万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC-A | $7,899.14万 | 3.66% | 13,365,725 | -686,005 | -4.9% | -$405.43万 | 减仓 |
| ABNB | AIRBNB INC-CLASS A | $6,489.59万 | 3.01% | 453,500 | -46,500 | -9.3% | -$665.41万 | 减仓 |
| DUOL | DUOLINGO | $6,391.25万 | 2.96% | 555,664 | 58,302 | 11.7% | $670.59万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $6,301.47万 | 2.92% | 878,376 | 878,376 | — | $6,301.47万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $6,110.19万 | 2.83% | 298,000 | -235,852 | -44.2% | -$4,835.91万 | 减仓 |
| META | META PLATFORMS INC-CLASS A | $5,965.52万 | 2.77% | 105,905 | 68,000 | 179.4% | $3,830.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,343.51万 | 2.48% | 143,250 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HOLDINGS LTD-ADR | $4,866.50万 | 2.26% | 519,149 | 503,149 | 3,144.7% | $4,716.52万 | 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 |
| ROKU | ROKU INC | $4,214.38万 | 1.95% | 305,080 | 301,080 | 7,527.0% | $4,159.12万 | 加仓 |
| PZZA | PAPA JOHN'S INTL INC | $3,673.46万 | 1.70% | 999,036 | -75,615 | -7.0% | -$278.04万 | 减仓 |
| RDDT | REDDIT INC-CL A | $3,478.79万 | 1.61% | 200,414 | -14,038 | -6.5% | -$243.67万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $3,472.54万 | 1.61% | 804,200 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,361.82万 | 1.56% | 294,432 | 205,400 | 230.7% | $2,345.26万 | 加仓 |
| MAA | MID-AMERICA APARTMENT COMM | $3,334.56万 | 1.55% | 240,000 | 6,500 | 2.8% | $90.31万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC-A | $3,078.85万 | 1.43% | 216,500 | 158,500 | 273.3% | $2,254.03万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $2,952.64万 | 1.37% | 320,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2,572.30万 | 1.19% | 125,466 | 38,000 | 43.4% | $779.08万 | 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 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $2,433.43万 | 1.13% | 507,600 | 60,000 | 13.4% | $287.64万 | 加仓 |
| GRND | GRINDR INC | $2,130.17万 | 0.99% | 1,482,373 | -376,327 | -20.2% | -$540.78万 | 减仓 |
| NWSA | NEWS CORP - CLASS A | $2,004.36万 | 0.93% | 807,234 | 20,000 | 2.5% | $49.66万 | 加仓 |
| NFLX | NETFLIX INC | $1,974.95万 | 0.92% | 276,603 | -557,717 | -66.8% | -$3,982.10万 | 减仓 |
| GTLB | GITLAB INC-CL A | $1,957.69万 | 0.91% | 641,234 | 270,000 | 72.7% | $824.31万 | 加仓 |
| — | AVALONBAY COMMUNITIES INC | $1,787.40万 | 0.83% | 94,727 | 4,727 | 5.3% | $89.19万 | 加仓 |
| DOCU | DOCUSIGN INC | $1,782.49万 | 0.83% | 401,280 | 20,000 | 5.2% | $88.84万 | 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 |
| CAG | CONAGRA BRANDS INC | $1,725.51万 | 0.80% | 1,281,955 | 232,906 | 22.2% | $313.49万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,634.50万 | 0.76% | 35,600 | -11,600 | -24.6% | -$532.59万 | 减仓 |
| PEP | PEPSICO INC | $1,611.26万 | 0.75% | 119,000 | 75,000 | 170.5% | $1,015.50万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BD | $1,528.62万 | 0.71% | 176,883 | 61,883 | 53.8% | $534.79万 | 加仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS | $1,520.85万 | 0.71% | 301,637 | 156,867 | 108.4% | $790.92万 | 加仓 |
| VICI | VICI PROPERTIES INC | $1,455.40万 | 0.67% | 548,175 | 548,175 | — | $1,455.40万 | 新建仓 |
| BNTX | BIONTECH SE-ADR | $1,431.41万 | 0.66% | 153,832 | -75,000 | -32.8% | -$697.88万 | 减仓 |
| NKE | NIKE INC -CL B | $1,416.78万 | 0.66% | 345,135 | 301,135 | 684.4% | $1,236.16万 | 重新持有 |
| DECK | DECKERS OUTDOOR CORP | $1,365.59万 | 0.63% | 137,535 | -20,393 | -12.9% | -$202.48万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,362.05万 | 0.63% | 11,400 | 1,800 | 18.8% | $215.06万 | 加仓 |
| CRM | SALESFORCE INC | $1,331.61万 | 0.62% | 85,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $1,330.98万 | 0.62% | 536,252 | 96,524 | 22.0% | $239.57万 | 加仓 |
| BKD | BROOKDALE SENIOR LIVING INC | $1,312.09万 | 0.61% | 815,469 | 115,464 | 16.5% | $185.78万 | 加仓 |
| PFE | PFIZER INC | $1,292.44万 | 0.60% | 536,728 | -25,000 | -4.5% | -$60.20万 | 减仓 |
| KHC | KRAFT HEINZ CO/THE | $1,245.34万 | 0.58% | 527,238 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $1,242.63万 | 0.58% | 130,200 | 123,200 | 1,760.0% | $1,175.82万 | 加仓 |
| SNAP | SNAP INC - A | $1,208.85万 | 0.56% | 2,722,634 | -270,000 | -9.0% | -$119.88万 | 减仓 |
| XYZ | BLOCK INC | $1,181.80万 | 0.55% | 155,500 | -134,000 | -46.3% | -$1,018.40万 | 减仓 |
| COMP | COMPASS INC - CLASS A | $1,153.20万 | 0.53% | 935,281 | 935,281 | — | $1,153.20万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUIT | $1,130.99万 | 0.52% | 214,000 | 13,000 | 6.5% | $68.70万 | 加仓 |
| ONON | ON HOLDING AG-CLASS A | $1,114.51万 | 0.52% | 314,655 | 21,000 | 7.2% | $74.38万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,109.96万 | 0.51% | 308,238 | -2,197 | -0.7% | -$7.91万 | 减仓 |
| CART | MAPLEBEAR INC | $1,100.78万 | 0.51% | 232,477 | -266,078 | -53.4% | -$1,259.88万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $1,081.17万 | 0.50% | 95,098 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $1,068.62万 | 0.50% | 153,076 | -26,171 | -14.6% | -$182.70万 | 减仓 |
| MATW | MATTHEWS INTL CORP-CLASS A | $1,068.36万 | 0.50% | 396,863 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1,058.49万 | 0.49% | 155,000 | 155,000 | — | $1,058.49万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $1,055.87万 | 0.49% | 322,600 | -115,500 | -26.4% | -$378.03万 | 减仓 |
| FOXA | FOX CORP - CLASS A | $1,040.77万 | 0.48% | 199,534 | 199,534 | — | $1,040.77万 | 新建仓 |
| JBS | JBS NV-A | $1,034.39万 | 0.48% | 872,901 | 0 | 0.0% | — | 不变 |
| — | CROSS COUNTRY HEALTHCARE INC | $1,024.18万 | 0.47% | 775,306 | -250,314 | -24.4% | -$330.66万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $1,018.29万 | 0.47% | 419,742 | -15,488 | -3.6% | -$37.57万 | 减仓 |
| TME | TENCENT MUSIC ENTERTAINM-ADR | $1,004.24万 | 0.47% | 1,202,681 | 1,072,681 | 825.1% | $895.69万 | 加仓 |
| NRDS | NERDWALLET INC-CL A | $973.21万 | 0.45% | 1,052,114 | 62,965 | 6.4% | $58.24万 | 加仓 |
| ROOT | ROOT INC/OH -CLASS A | $957.22万 | 0.44% | 171,176 | 100,837 | 143.4% | $563.88万 | 加仓 |
| DASH | DOORDASH INC - A | $918.02万 | 0.43% | 49,749 | 20,350 | 69.2% | $375.52万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $910.70万 | 0.42% | 134,065 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HOLDINGS | $888.69万 | 0.41% | 143,222 | 133,222 | 1,332.2% | $826.64万 | 加仓 |
| ABVX | ABIVAX SA-ADR | $880.12万 | 0.41% | 66,045 | 50,045 | 312.8% | $666.90万 | 加仓 |
| SONY | SONY GROUP CORP - SP ADR | $862.58万 | 0.40% | 430,000 | 190,000 | 79.2% | $381.14万 | 加仓 |
| INTU | INTUIT INC | $861.30万 | 0.40% | 33,000 | 15,000 | 83.3% | $391.50万 | 加仓 |
| TIGR | UP FINTECH HOLDING LTD - ADR | $844.89万 | 0.39% | 1,920,204 | 1,286,283 | 202.9% | $565.96万 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $837.51万 | 0.39% | 3,689,476 | 298,522 | 8.8% | $67.76万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO - B | $820.35万 | 0.38% | 210,563 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO-CL A | $807.72万 | 0.37% | 89,737 | 6,500 | 7.8% | $58.51万 | 加仓 |
| CBOE | CBOE GLOBAL MARKETS INC | $800.81万 | 0.37% | 33,000 | 33,000 | — | $800.81万 | 新建仓 |
| BOXX | ALPHA ARCHITECT 1-3 MNTH BOX | $768.63万 | 0.36% | 65,644 | 65,644 | — | $768.63万 | 新建仓 |
| TMUS | T-MOBILE US INC | $754.78万 | 0.35% | 45,000 | 45,000 | — | $754.78万 | 新建仓 |
| CPNG | COUPANG INC | $729.54万 | 0.34% | 420,000 | 300,000 | 250.0% | $521.10万 | 加仓 |
| RBLX | ROBLOX CORP -CLASS A | $715.09万 | 0.33% | 131,499 | 32,000 | 32.2% | $174.02万 | 加仓 |
| AES | AES CORP | $703.49万 | 0.33% | 479,867 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $698.81万 | 0.32% | 177,273 | 75,000 | 73.3% | $295.65万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $678.02万 | 0.31% | 876,000 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $676.60万 | 0.31% | 187,114 | 187,114 | — | $676.60万 | 新建仓 |
| YELP | YELP INC | $667.68万 | 0.31% | 272,299 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY | $661.20万 | 0.31% | 296,900 | 60,000 | 25.3% | $133.62万 | 加仓 |
| GT | GOODYEAR TIRE & RUBBER CO | $606.08万 | 0.28% | 918,302 | 24,385 | 2.7% | $16.09万 | 加仓 |
| FISV | FISERV INC | $605.73万 | 0.28% | 123,493 | 20,000 | 19.3% | $98.10万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $598.37万 | 0.28% | 67,339 | 49,839 | 284.8% | $442.87万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $596.86万 | 0.28% | 667,627 | -62,000 | -8.5% | -$55.43万 | 减仓 |
| RH | RH | $576.55万 | 0.27% | 35,000 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC | $574.69万 | 0.27% | 120,380 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS INC - CL A | $559.60万 | 0.26% | 107,265 | 107,265 | — | $559.60万 | 新建仓 |
| INTC | INTEL CORP | $558.52万 | 0.26% | 40,000 | 35,000 | 700.0% | $488.70万 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $544.20万 | 0.25% | 75,000 | 30,000 | 66.7% | $217.68万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $544.08万 | 0.25% | 323,860 | -90,000 | -21.7% | -$151.20万 | 减仓 |
| TSN | TYSON FOODS INC-CL A | $542.83万 | 0.25% | 94,817 | -7,479 | -7.3% | -$42.82万 | 减仓 |
| DPZ | DOMINO'S PIZZA INC | $532.87万 | 0.25% | 18,000 | 18,000 | — | $532.87万 | 新建仓 |
| GOOGL | ALPHABET INC-CL A | $530.44万 | 0.25% | 14,843 | -4,000 | -21.2% | -$142.95万 | 减仓 |
| T | AT&T INC | $527.85万 | 0.24% | 255,000 | 255,000 | — | $527.85万 | 新建仓 |
| CROX | CROCS INC | $525.03万 | 0.24% | 43,520 | -252,326 | -85.3% | -$3,044.06万 | 减仓 |
| HRL | HORMEL FOODS CORP 看涨期权 | $523.21万 | 0.24% | 210,800 | 0 | 0.0% | — | 不变 |