CLEARFIELD CAPITAL MANAGEMENT LP
NEW YORK NY · SEC CIK 0001643569
$1.43亿2026Q2 申报市值
5持仓数
100.0%前十大占比 · 第一大 45.5%
1 / 13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
BTDR 加仓+$4,559.97万
KEEL 新建仓+$2,293.05万
WULF 加仓+$1,640.08万
2026Q2 卖出最多 按季末市值估算
ECG 清仓-$2,334.05万
USFD 清仓-$2,141.12万
VRT 清仓-$2,089.84万
UAL 清仓-$2,050.40万
DAL 清仓-$1,314.97万
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 |
|---|---|---|---|---|---|---|---|---|
| BTDR | BITDEER TECHNOLOGIES GROUP | $6,489.36万 | 45.51% | 4,089,074 | 2,873,326 | 236.3% | $4,559.97万 | 加仓 |
| WULF | TERAWULF INC | $2,875.08万 | 20.17% | 1,164,000 | 664,000 | 132.8% | $1,640.08万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $2,293.05万 | 16.08% | 3,994,857 | 3,994,857 | — | $2,293.05万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $1,918.63万 | 13.46% | 514,379 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $681.60万 | 4.78% | 468,455 | -871,343 | -65.0% | -$1,267.80万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -197,700 | -100.0% | -$2,334.05万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -232,200 | -100.0% | -$2,141.12万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -83,400 | -100.0% | -$2,089.84万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -222,700 | -100.0% | -$2,050.40万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -197,800 | -100.0% | -$1,314.97万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -39,100 | -100.0% | -$1,248.19万 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -879,182 | -100.0% | -$1,086.67万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -48,481 | -100.0% | -$728.81万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -25,400 | -100.0% | -$709.29万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $0 | 0.00% | 0 | -372,000 | -100.0% | -$556.51万 | 清仓 |
| WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | -185,049 | -100.0% | -$220.39万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -100,000 | -100.0% | -$149.60万 | 清仓 |
| — | LESLIES INC | $0 | 0.00% | 0 | -191,426 | -100.0% | -$21.44万 | 清仓 |