PLUSTICK MANAGEMENT LLC
CHARLOTTESVILLE VA · SEC CIK 0001643351
$2.69亿2026Q2 申报市值
25持仓数
78.4%前十大占比 · 第一大 19.9%
11 / 7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
SHAZ 新建仓+$1,015.92万
SIRI 新建仓+$797.58万
VG 加仓+$528.67万
TDAY 新建仓+$342.00万
CC 加仓+$307.80万
2026Q2 卖出最多 按季末市值估算
INOD 减仓-$944.75万
NBIS 清仓-$933.84万
NN 减仓-$816.61万
AR 清仓-$742.70万
ECHO 减仓-$659.75万
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 |
|---|---|---|---|---|---|---|---|---|
| ATEX | ANTERIX INC | $5,352.88万 | 19.90% | 520,000 | 20,404 | 4.1% | $210.04万 | 加仓 |
| ECHO | ECHOSTAR CORP | $3,298.75万 | 12.26% | 325,000 | -65,000 | -16.7% | -$659.75万 | 减仓 |
| NN | NEXTNAV INC | $2,228.75万 | 8.29% | 1,250,000 | -458,000 | -26.8% | -$816.61万 | 减仓 |
| BNO | UNITED STS BRENT OIL FD LP 看涨期权 | $1,831.05万 | 6.81% | 450,000 | 450,000 | — | $1,831.05万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $1,771.75万 | 6.59% | 475,000 | -165,000 | -25.8% | -$615.45万 | 减仓 |
| MRNA | MODERNA INC | $1,715.73万 | 6.38% | 245,000 | 25,000 | 11.4% | $175.07万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1,472.80万 | 5.48% | 20,000 | 20,000 | — | $1,472.80万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $1,279.95万 | 4.76% | 1,150,000 | 475,000 | 70.4% | $528.67万 | 加仓 |
| INOD | INNODATA INC | $1,133.70万 | 4.21% | 150,000 | -125,000 | -45.5% | -$944.75万 | 减仓 |
| SHAZ | SHARONAI HOLDINGS INC | $1,015.92万 | 3.78% | 120,000 | 120,000 | — | $1,015.92万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $797.58万 | 2.97% | 270,000 | 270,000 | — | $797.58万 | 新建仓 |
| CC | CHEMOURS CO | $769.50万 | 2.86% | 375,000 | 150,000 | 66.7% | $307.80万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $587.70万 | 2.18% | 900,000 | 200,000 | 28.6% | $130.60万 | 加仓 |
| SM | SM ENERGY COMPANY | $587.25万 | 2.18% | 225,000 | 15,000 | 7.1% | $39.15万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $497.85万 | 1.85% | 30,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $474.00万 | 1.76% | 500,000 | -150,000 | -23.1% | -$142.20万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $384.00万 | 1.43% | 500,000 | 100,000 | 25.0% | $76.80万 | 加仓 |
| TDAY | USA TODAY CO INC | $342.00万 | 1.27% | 400,000 | 400,000 | — | $342.00万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $262.50万 | 0.98% | 300,000 | 300,000 | — | $262.50万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $229.46万 | 0.85% | 745,000 | 70,000 | 10.4% | $21.56万 | 加仓 |
| INFQ | INFLEQTION INC | $199.80万 | 0.74% | 150,000 | 150,000 | — | $199.80万 | 新建仓 |
| NOK | NOKIA CORP | $199.20万 | 0.74% | 150,000 | 150,000 | — | $199.20万 | 新建仓 |
| KOS | KOSMOS ENERGY LTD | $189.90万 | 0.71% | 900,000 | 900,000 | — | $189.90万 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $169.66万 | 0.63% | 170,000 | 170,000 | — | $169.66万 | 新建仓 |
| REI | RING ENERGY INC | $108.00万 | 0.40% | 1,000,000 | 1,000,000 | — | $108.00万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -90,000 | -100.0% | -$933.84万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -175,000 | -100.0% | -$742.70万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -140,000 | -100.0% | -$594.16万 | 清仓 |
| GSAT | GLOBALSTAR INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$464.94万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$325.00万 | 清仓 |
| RUN | SUNRUN INC | $0 | 0.00% | 0 | -160,000 | -100.0% | -$216.96万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$209.46万 | 清仓 |