Longitude (Cayman) Ltd.
GRAND CAYMAN E9 · SEC CIK 0001664999
$3.14亿2026Q2 申报市值
46持仓数
58.5%前十大占比 · 第一大 11.1%
5 / 11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
TIDAL TRUST III 新建仓+$483.88万
SPCX 新建仓+$406.65万
NU 加仓+$382.10万
SOFI 加仓+$291.36万
IBIT 加仓+$189.75万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1,574.27万
ARM 减仓-$1,223.27万
GRNY 清仓-$415.34万
GOOGL 减仓-$75.05万
AMZN 减仓-$73.89万
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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,442.25万 | 清仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,356.90万 | 清仓 |
| GRNY | TIDAL TRUST I | $0 | 0.00% | 0 | -174,000 | -100.0% | -$415.34万 | 清仓 |
| CROX | CROCS INC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$249.06万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$225.75万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$76.84万 | 清仓 |
| CRWV | COREWEAVE INC 看涨期权 | $0 | 0.00% | 0 | -5,500 | -100.0% | -$42.61万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -35,000 | -100.0% | -$29.12万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$6.40万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$2.26万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -100 | -100.0% | -$9,615 | 清仓 |
| IGV | ISHARES TR | $3.62万 | 0.01% | 400 | -100 | -20.0% | -$9,060 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $52.79万 | 0.17% | 18,000 | -5,500 | -23.4% | -$16.13万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $60.73万 | 0.19% | 35,000 | 33,000 | 1,650.0% | $57.26万 | 加仓 |
| PINS | PINTEREST INC | $63.09万 | 0.20% | 30,000 | 2,000 | 7.1% | $4.21万 | 加仓 |
| — | THEMES ETF TR | $108.77万 | 0.35% | 71,000 | 71,000 | — | $108.77万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $132.74万 | 0.42% | 1,150 | -350 | -23.3% | -$40.40万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $140.39万 | 0.45% | 14,000 | 6,000 | 75.0% | $60.17万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $146.37万 | 0.47% | 15,250 | 8,850 | 138.3% | $84.94万 | 加仓 |
| PINS | PINTEREST INC 看涨期权 | $147.21万 | 0.47% | 70,000 | 50,000 | 250.0% | $105.15万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $187.71万 | 0.60% | 64,000 | 1,500 | 2.4% | $4.40万 | 加仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $204.67万 | 0.65% | 14,000 | 1,700 | 13.8% | $24.85万 | 加仓 |
| NVO | NOVO-NORDISK A S | $215.73万 | 0.69% | 45,000 | 3,000 | 7.1% | $14.38万 | 加仓 |
| SHAK | SHAKE SHACK INC 看涨期权 | $224.08万 | 0.71% | 40,000 | 0 | 0.0% | — | 重新持有 |
| AMZN | AMAZON COM INC 看涨期权 | $262.17万 | 0.83% | 11,000 | -1,000 | -8.3% | -$23.83万 | 减仓 |
| IGV | ISHARES TR 看涨期权 | $271.80万 | 0.86% | 30,000 | -120,000 | -80.0% | -$1,087.20万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $303.69万 | 0.97% | 530,000 | -35,000 | -6.2% | -$20.05万 | 减仓 |
| META | META PLATFORMS INC 看涨期权 | $309.81万 | 0.99% | 5,500 | 5,500 | — | $309.81万 | 新建仓 |
| RACE | FERRARI N V | $316.45万 | 1.01% | 8,500 | 1,550 | 22.3% | $57.70万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $318.30万 | 1.01% | 11,000 | 11,000 | — | $318.30万 | 新建仓 |
| NU | NU HLDGS LTD | $404.81万 | 1.29% | 303,000 | 286,000 | 1,682.4% | $382.10万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $406.65万 | 1.29% | 23,800 | 23,800 | — | $406.65万 | 新建仓 |
| MSTR | STRATEGY INC 看涨期权 | $421.61万 | 1.34% | 48,500 | -38,500 | -44.3% | -$334.68万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP 看涨期权 | $424.02万 | 1.35% | 740,000 | -10,000 | -1.3% | -$5.73万 | 减仓 |
| MSTR | STRATEGY INC | $478.12万 | 1.52% | 55,000 | 16,300 | 42.1% | $141.70万 | 加仓 |
| — | TIDAL TRUST III | $483.88万 | 1.54% | 175,000 | 175,000 | — | $483.88万 | 新建仓 |
| AMZN | AMAZON COM INC | $505.28万 | 1.61% | 21,200 | -3,100 | -12.8% | -$73.89万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $524.41万 | 1.67% | 394,000 | 135,000 | 52.1% | $179.69万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC 看涨期权 | $551.03万 | 1.75% | 414,000 | 147,500 | 55.3% | $196.32万 | 加仓 |
| GOOGL | ALPHABET INC | $557.50万 | 1.77% | 15,600 | -2,100 | -11.9% | -$75.05万 | 减仓 |
| META | META PLATFORMS INC | $591.45万 | 1.88% | 10,500 | 1,650 | 18.6% | $92.94万 | 加仓 |
| IVES | WEDBUSH SER TR | $613.41万 | 1.95% | 161,000 | 3,000 | 1.9% | $11.43万 | 加仓 |
| AAPL | APPLE INC | $642.38万 | 2.04% | 22,200 | -100 | -0.4% | -$2.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $682.31万 | 2.17% | 34,100 | -3,600 | -9.5% | -$72.03万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $726.87万 | 2.31% | 20,500 | -34,500 | -62.7% | -$1,223.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $773.37万 | 2.46% | 6,700 | -3,300 | -33.0% | -$380.92万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $792.21万 | 2.52% | 79,000 | 29,000 | 58.0% | $290.81万 | 加仓 |
| RACE | FERRARI N V 看涨期权 | $930.73万 | 2.96% | 25,000 | 8,500 | 51.5% | $316.45万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $1,055.78万 | 3.36% | 110,000 | 86,500 | 368.1% | $830.23万 | 加仓 |
| TSLA | TESLA INC | $1,287.04万 | 4.09% | 30,600 | 1,000 | 3.4% | $42.06万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,341.59万 | 4.27% | 403,000 | 57,000 | 16.5% | $189.75万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $1,342.32万 | 4.27% | 280,000 | 151,100 | 117.2% | $724.37万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,447.85万 | 4.61% | 807,500 | 162,500 | 25.2% | $291.36万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC 看涨期权 | $1,598.00万 | 5.08% | 470,000 | 170,000 | 56.7% | $578.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,904.55万 | 9.24% | 50,000 | -27,100 | -35.1% | -$1,574.27万 | 减仓 |
| NU | NU HLDGS LTD 看涨期权 | $2,980.35万 | 9.48% | 2,230,800 | 1,520,800 | 214.2% | $2,031.79万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $3,496.35万 | 11.12% | 1,950,000 | 815,000 | 71.8% | $1,461.30万 | 加仓 |