PLUSTICK MANAGEMENT LLC
CHARLOTTESVILLE VA · SEC CIK 0001643351
$2.07亿2026Q1 申报市值
21持仓数
80.9%前十大占比 · 第一大 22.0%
8 / 8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
ATEX 新建仓+$1,907.96万
VG 新建仓+$1,063.80万
SM 新建仓+$654.78万
APA 新建仓+$594.16万
SOC 加仓+$536.90万
2026Q1 卖出最多 按季末市值估算
FSLR 清仓-$1,044.92万
YOU 清仓-$964.70万
APLD 减仓-$854.64万
LYFT 清仓-$774.80万
SMCI 清仓-$658.58万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | $4,565.73万 | 22.04% | 390,000 | 25,000 | 6.8% | $292.68万 | 加仓 |
| NN | NEXTNAV INC | $2,736.22万 | 13.21% | 1,708,000 | -357,818 | -17.3% | -$573.22万 | 减仓 |
| ATEX | ANTERIX INC | $1,907.96万 | 9.21% | 499,596 | 499,596 | — | $1,907.96万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $1,519.36万 | 7.34% | 640,000 | -360,000 | -36.0% | -$854.64万 | 减仓 |
| MRNA | MODERNA INC | $1,117.60万 | 5.40% | 220,000 | 90,000 | 69.2% | $457.20万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $1,115.10万 | 5.38% | 675,000 | 325,000 | 92.9% | $536.90万 | 加仓 |
| VG | VENTURE GLOBAL INC | $1,063.80万 | 5.14% | 675,000 | 675,000 | — | $1,063.80万 | 新建仓 |
| INOD | INNODATA INC | $1,062.05万 | 5.13% | 275,000 | -55,000 | -16.7% | -$212.41万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $933.84万 | 4.51% | 90,000 | -45,000 | -33.3% | -$466.92万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $742.70万 | 3.59% | 175,000 | -145,000 | -45.3% | -$615.38万 | 减仓 |
| SM | SM ENERGY COMPANY | $654.78万 | 3.16% | 210,000 | 210,000 | — | $654.78万 | 新建仓 |
| APA | APA CORPORATION | $594.16万 | 2.87% | 140,000 | 140,000 | — | $594.16万 | 新建仓 |
| CC | CHEMOURS CO | $495.68万 | 2.39% | 225,000 | 225,000 | — | $495.68万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $464.94万 | 2.24% | 70,000 | -95,111 | -57.6% | -$631.73万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $354.18万 | 1.71% | 30,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $325.00万 | 1.57% | 50,000 | 50,000 | — | $325.00万 | 新建仓 |
| TE | T1 ENERGY INC | $285.35万 | 1.38% | 650,000 | -150,000 | -18.8% | -$65.85万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $278.00万 | 1.34% | 400,000 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $216.96万 | 1.05% | 160,000 | -340,000 | -68.0% | -$461.04万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $209.46万 | 1.01% | 20,000 | 20,000 | — | $209.46万 | 新建仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $68.59万 | 0.33% | 700,000 | 700,000 | — | $68.59万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,044.92万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$964.70万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$774.80万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$658.58万 | 清仓 |
| — | CHURCHILL CAP CORP X | $0 | 0.00% | 0 | -400,000 | -100.0% | -$624.00万 | 清仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | -2,100,000 | -100.0% | -$441.00万 | 清仓 |
| LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$320.00万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$271.95万 | 清仓 |