CLEARFIELD CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001643569
$1.88亿2026Q1 申报市值
17持仓数
83.5%前十大占比 · 第一大 12.4%
1 / 3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
BTDR 新建仓+$1,051.62万
RIOT 加仓+$589.30万
WULF 加仓+$560.32万
CLSK 加仓+$5.27万
CORZ 加仓+$4.34万
2026Q1 卖出最多 按季末市值估算
WYFI 减仓-$1,344.17万
CIFR 清仓-$540.22万
BITFARMS LTD 清仓-$246.82万
CANAAN INC 清仓-$232.77万
UAL 减仓-$104.04万
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 |
|---|---|---|---|---|---|---|---|---|
| CIFR | CIPHER MINING INC | $0 | 0.00% | 0 | -366,000 | -100.0% | -$540.22万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -1,050,300 | -100.0% | -$246.82万 | 清仓 |
| — | CANAAN INC | $0 | 0.00% | 0 | -3,373,430 | -100.0% | -$232.77万 | 清仓 |
| — | LESLIES INC | $21.44万 | 0.11% | 191,426 | -149 | -0.1% | -$167 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $149.60万 | 0.80% | 100,000 | 2,900 | 3.0% | $4.34万 | 加仓 |
| WYFI | WHITEFIBER INC | $220.39万 | 1.17% | 185,049 | -1,128,610 | -85.9% | -$1,344.17万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $556.51万 | 2.96% | 372,000 | -2,227,800 | -85.7% | -$3,332.79万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $709.29万 | 3.78% | 25,400 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $721.50万 | 3.84% | 500,000 | 388,300 | 347.6% | $560.32万 | 加仓 |
| VST | VISTRA CORP | $728.81万 | 3.88% | 48,481 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1,051.62万 | 5.60% | 1,215,748 | 1,215,748 | — | $1,051.62万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $1,086.67万 | 5.78% | 879,182 | 476,782 | 118.5% | $589.30万 | 加仓 |
| CLSK | CLEANSPARK INC | $1,140.17万 | 6.07% | 1,339,798 | 6,198 | 0.5% | $5.27万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $1,221.14万 | 6.50% | 514,379 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $1,248.19万 | 6.64% | 39,100 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1,314.97万 | 7.00% | 197,800 | -9,900 | -4.8% | -$65.82万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $2,050.40万 | 10.91% | 222,700 | -11,300 | -4.8% | -$104.04万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,089.84万 | 11.12% | 83,400 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,141.12万 | 11.40% | 232,200 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $2,334.05万 | 12.42% | 197,700 | 0 | 0.0% | — | 不变 |