Quinn Opportunity Partners LLC
CHARLOTTESVILLE VA · SEC CIK 0001633275
$19.19亿2026Q1 申报市值
360持仓数
31.0%前十大占比 · 第一大 5.7%
50 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DUOL 加仓+$3,645.74万
PTON 加仓+$3,543.80万
MSFT 加仓+$3,322.28万
PZZA 加仓+$2,407.95万
ADBE 加仓+$2,077.51万
2026Q1 卖出最多 按季末市值估算
ELECTRONIC ARTS 减仓-$2.03亿
EXACT SCIENCES C 清仓-$6,154.54万
GOOGL 减仓-$4,662.99万
HOLOGIC INC 减仓-$4,549.17万
PEP 减仓-$4,477.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $1.09亿 | 5.67% | 533,852 | -996,824 | -65.1% | -$2.03亿 | 减仓 |
| NFLX | NETFLIX INC | $8,021.99万 | 4.18% | 834,320 | 186,358 | 28.8% | $1,791.83万 | 加仓 |
| CMCSA | COMCAST CORP-CLASS A | $7,935.50万 | 4.14% | 2,764,021 | -216,000 | -7.2% | -$620.14万 | 减仓 |
| ABNB | AIRBNB INC-CLASS A | $6,314.00万 | 3.29% | 500,000 | 50,500 | 11.2% | $637.71万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC-A | $6,028.19万 | 3.14% | 14,051,730 | 8,260,614 | 142.6% | $3,543.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,302.69万 | 2.76% | 143,250 | 89,750 | 167.8% | $3,322.28万 | 加仓 |
| DUOL | DUOLINGO | $4,902.50万 | 2.56% | 497,362 | 369,863 | 290.1% | $3,645.74万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $3,637.40万 | 1.90% | 804,200 | 361,000 | 81.5% | $1,632.80万 | 加仓 |
| PZZA | PAPA JOHN'S INTL INC | $3,482.94万 | 1.82% | 1,074,651 | 742,966 | 224.0% | $2,407.95万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $3,007.36万 | 1.57% | 320,000 | 221,000 | 223.2% | $2,076.96万 | 加仓 |
| NYT | NEW YORK TIMES CO-A | $2,932.91万 | 1.53% | 350,282 | -194,733 | -35.7% | -$1,630.50万 | 减仓 |
| RDDT | REDDIT INC-CL A | $2,887.60万 | 1.50% | 214,452 | 125,300 | 140.5% | $1,687.16万 | 加仓 |
| MAA | MID-AMERICA APARTMENT COMM | $2,851.50万 | 1.49% | 233,500 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $2,456.11万 | 1.28% | 295,846 | -4,026 | -1.3% | -$33.42万 | 减仓 |
| — | GOLDEN ENTERTAINMENT INC | $2,337.44万 | 1.22% | 875,773 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $2,288.78万 | 1.19% | 47,200 | 33,500 | 244.5% | $1,624.45万 | 加仓 |
| GRND | GRINDR INC | $2,247.17万 | 1.17% | 1,858,700 | 339,897 | 22.4% | $410.94万 | 加仓 |
| META | META PLATFORMS INC-CLASS A | $2,168.66万 | 1.13% | 37,905 | 17,500 | 85.8% | $1,001.23万 | 加仓 |
| ADBE | ADOBE INC | $2,126.12万 | 1.11% | 87,466 | 85,466 | 4,273.3% | $2,077.51万 | 加仓 |
| BNTX | BIONTECH SE-ADR | $2,033.86万 | 1.06% | 228,832 | 172,332 | 305.0% | $1,531.69万 | 加仓 |
| NWSA | NEWS CORP - CLASS A | $1,962.57万 | 1.02% | 787,234 | 15,500 | 2.0% | $38.64万 | 加仓 |
| CART | MAPLEBEAR INC | $1,867.59万 | 0.97% | 498,555 | -17,000 | -3.3% | -$63.68万 | 减仓 |
| DOCU | DOCUSIGN INC | $1,807.65万 | 0.94% | 381,280 | 316,280 | 486.6% | $1,499.48万 | 加仓 |
| ARM | ARM HOLDINGS PLC-ADR | $1,752.58万 | 0.91% | 115,850 | -48,137 | -29.4% | -$728.22万 | 减仓 |
| XYZ | BLOCK INC | $1,742.21万 | 0.91% | 289,500 | 289,500 | — | $1,742.21万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1,698.15万 | 0.89% | 177,984 | -48,670 | -21.5% | -$464.36万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1,649.11万 | 0.86% | 1,049,049 | 349,549 | 50.0% | $549.49万 | 加仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $1,644.93万 | 0.86% | 447,600 | 118,600 | 36.0% | $435.86万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,599.49万 | 0.83% | 311,367 | -674,633 | -68.4% | -$3,465.59万 | 减仓 |
| CRM | SALESFORCE INC | $1,586.69万 | 0.83% | 85,000 | 66,000 | 347.4% | $1,232.02万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $1,580.70万 | 0.82% | 157,928 | -6,500 | -4.0% | -$65.06万 | 减仓 |
| PFE | PFIZER INC | $1,577.33万 | 0.82% | 561,728 | 0 | 0.0% | — | 不变 |
| JBS | JBS NV-A | $1,567.73万 | 0.82% | 872,901 | 27,000 | 3.2% | $48.49万 | 加仓 |
| — | CLEARWATER ANALYTICS HDS-A | $1,552.50万 | 0.81% | 656,448 | -1,333,552 | -67.0% | -$3,153.85万 | 减仓 |
| — | AVALONBAY COMMUNITIES INC | $1,470.15万 | 0.77% | 90,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1,468.84万 | 0.77% | 534,900 | 534,900 | — | $1,468.84万 | 新建仓 |
| SNAP | SNAP INC - A | $1,376.61万 | 0.72% | 2,992,634 | 1,138,728 | 61.4% | $523.81万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1,363.08万 | 0.71% | 89,032 | 5,500 | 6.6% | $84.20万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE | $1,324.94万 | 0.69% | 556,465 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $1,289.68万 | 0.67% | 179,247 | 93,379 | 108.7% | $671.86万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC-A | $1,252.10万 | 0.65% | 58,000 | 7,500 | 14.9% | $161.91万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $1,217.34万 | 0.63% | 435,230 | 10,000 | 2.4% | $27.97万 | 加仓 |
| KHC | KRAFT HEINZ CO/THE | $1,185.76万 | 0.62% | 527,238 | 25,000 | 5.0% | $56.23万 | 加仓 |
| STAA | STAAR SURGICAL CO | $1,184.30万 | 0.62% | 633,316 | 177,930 | 39.1% | $332.73万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,153.52万 | 0.60% | 438,100 | 50,000 | 12.9% | $131.65万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,149.23万 | 0.60% | 310,435 | 310,435 | — | $1,149.23万 | 新建仓 |
| WEN | WENDY'S CO/THE | $1,102.87万 | 0.57% | 1,586,865 | 120,054 | 8.2% | $83.44万 | 加仓 |
| NRDS | NERDWALLET INC-CL A | $1,026.74万 | 0.54% | 989,149 | -44,937 | -4.3% | -$46.64万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,024.84万 | 0.53% | 9,600 | 7,800 | 433.3% | $832.68万 | 加仓 |
| MATW | MATTHEWS INTL CORP-CLASS A | $1,024.70万 | 0.53% | 396,863 | -5,456 | -1.4% | -$14.09万 | 减仓 |
| ONON | ON HOLDING AG | $999.01万 | 0.52% | 293,655 | 130,000 | 79.4% | $442.26万 | 加仓 |
| TLT | ISHARES 20 PLUS YEAR TREASURY BD | $996.93万 | 0.52% | 115,000 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $995.98万 | 0.52% | 439,728 | 20,000 | 4.8% | $45.30万 | 加仓 |
| F | FORD MOTOR CO | $975.31万 | 0.51% | 845,153 | -30,000 | -3.4% | -$34.62万 | 减仓 |
| — | CROSS COUNTRY HEALTHCARE INC | $964.08万 | 0.50% | 1,025,620 | -20,000 | -1.9% | -$18.80万 | 减仓 |
| BKD | BROOKDALE SENIOR LIVING INC | $957.61万 | 0.50% | 700,005 | -15,000 | -2.1% | -$20.52万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQUIT | $933.04万 | 0.49% | 201,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO - B | $906.68万 | 0.47% | 210,563 | -7,000 | -3.2% | -$30.14万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $857.21万 | 0.45% | 95,098 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM CORP | $821.66万 | 0.43% | 126,410 | -34,000 | -21.2% | -$221.00万 | 减仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $812.93万 | 0.42% | 876,000 | 10,000 | 1.2% | $9.28万 | 加仓 |
| GTLB | GITLAB INC-CL A | $803.35万 | 0.42% | 371,234 | 194,635 | 110.2% | $421.19万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $792.99万 | 0.41% | 134,065 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $778.28万 | 0.41% | 18,000 | 7,500 | 71.4% | $324.29万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO-CL A | $760.54万 | 0.40% | 83,237 | -61,000 | -42.3% | -$557.36万 | 减仓 |
| SHAK | SHAKE SHACK INC - CLASS A | $756.22万 | 0.39% | 85,478 | 1,707 | 2.0% | $15.10万 | 加仓 |
| MKC | MCCORMICK & CO-NON VTG SHRS | $730.22万 | 0.38% | 144,770 | 144,770 | — | $730.22万 | 新建仓 |
| — | HOLOGIC INC | $693.76万 | 0.36% | 91,779 | -601,821 | -86.8% | -$4,549.17万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $686.58万 | 0.36% | 413,353 | 1,325 | 0.3% | $2.20万 | 加仓 |
| PEP | PEPSICO INC | $683.28万 | 0.36% | 44,000 | -288,329 | -86.8% | -$4,477.46万 | 减仓 |
| AES | AES CORP | $676.13万 | 0.35% | 479,867 | -311,355 | -39.4% | -$438.70万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $674.90万 | 0.35% | 729,627 | 729,627 | — | $674.90万 | 新建仓 |
| YELP | YELP INC | $673.67万 | 0.35% | 272,299 | 13,000 | 5.0% | $32.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $671.32万 | 0.35% | 33,000 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC-CL A | $655.41万 | 0.34% | 102,296 | 6,200 | 6.5% | $39.72万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GRO-CL A | $617.04万 | 0.32% | 92,000 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $597.39万 | 0.31% | 140,762 | -159,565 | -53.1% | -$677.19万 | 减仓 |
| GT | GOODYEAR TIRE & RUBBER CO | $592.67万 | 0.31% | 893,917 | -30,623 | -3.3% | -$20.30万 | 减仓 |
| CVS | CVS HEALTH CORP | $585.33万 | 0.31% | 81,499 | -29,500 | -26.6% | -$211.87万 | 减仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $579.62万 | 0.30% | 33,195 | 33,195 | — | $579.62万 | 新建仓 |
| FISV | FISERV INC | $577.49万 | 0.30% | 103,493 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP -CLASS A | $562.77万 | 0.29% | 99,499 | 65,500 | 192.7% | $370.47万 | 加仓 |
| WB | WEIBO CORP-SPON ADR | $558.90万 | 0.29% | 638,745 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $551.46万 | 0.29% | 102,273 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $544.31万 | 0.28% | 37,000 | 7,000 | 23.3% | $102.98万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $542.28万 | 0.28% | 178,383 | -64,500 | -26.6% | -$196.08万 | 减仓 |
| GOOGL | ALPHABET INC-CL A | $541.85万 | 0.28% | 18,843 | -162,157 | -89.6% | -$4,662.99万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $535.10万 | 0.28% | 235,000 | 235,000 | — | $535.10万 | 新建仓 |
| CPB | THE CAMPBELL'S COMPANY | $527.58万 | 0.27% | 236,900 | 80,000 | 51.0% | $178.16万 | 加仓 |
| SONY | SONY GROUP CORP - SP ADR | $496.80万 | 0.26% | 240,000 | 210,000 | 700.0% | $434.70万 | 加仓 |
| SGRY | SURGERY PARTNERS INC | $493.32万 | 0.26% | 413,860 | 0 | 0.0% | — | 不变 |
| RH | RH | $489.37万 | 0.26% | 35,000 | -12,000 | -25.5% | -$167.78万 | 减仓 |
| SPGI | S&P GLOBAL INC | $489.14万 | 0.25% | 11,500 | 11,500 | — | $489.14万 | 新建仓 |
| HRL | HORMEL FOODS CORP 看涨期权 | $477.46万 | 0.25% | 210,800 | 197,000 | 1,427.5% | $446.20万 | 加仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $474.73万 | 0.25% | 3,390,954 | 306,736 | 9.9% | $42.94万 | 加仓 |
| DASH | DOORDASH INC - A | $441.43万 | 0.23% | 29,399 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $437.22万 | 0.23% | 194,581 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $427.93万 | 0.22% | 111,470 | -168,530 | -60.2% | -$646.99万 | 减仓 |
| BIDU | BAIDU INC - SPON ADR | $424.97万 | 0.22% | 38,141 | -50,859 | -57.1% | -$566.67万 | 减仓 |
| OEC | ORION SA | $420.92万 | 0.22% | 647,563 | 0 | 0.0% | — | 不变 |