Longitude (Cayman) Ltd.
GRAND CAYMAN E9 · SEC CIK 0001664999
$2.44亿2026Q1 申报市值
51持仓数
52.9%前十大占比 · 第一大 7.4%
18 / 2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
SOFI 加仓+$341.42万
AMD 加仓+$185.12万
BMNR 加仓+$142.42万
MSTR 加仓+$131.04万
IBIT 加仓+$122.94万
2026Q1 卖出最多 按季末市值估算
COIN 清仓-$187.70万
NVDA 减仓-$5.23万
RACE 减仓-$1.69万
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 |
|---|---|---|---|---|---|---|---|---|
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $1,802.38万 | 7.38% | 1,135,000 | 1,135,000 | — | $1,802.38万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,568.45万 | 6.42% | 77,100 | 9,100 | 13.4% | $185.12万 | 加仓 |
| NFLX | NETFLIX INC. 看涨期权 | $1,442.25万 | 5.90% | 150,000 | 150,000 | — | $1,442.25万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $1,356.90万 | 5.55% | 300,000 | 140,000 | 87.5% | $633.22万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,329.33万 | 5.44% | 346,000 | 32,000 | 10.2% | $122.94万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $1,200.75万 | 4.91% | 150,000 | 150,000 | — | $1,200.75万 | 新建仓 |
| TSLA | TESLA INC | $1,100.38万 | 4.50% | 29,600 | 1,600 | 5.7% | $59.48万 | 加仓 |
| MSTR | STRATEGY INC 看涨期权 | $1,085.76万 | 4.44% | 87,000 | 87,000 | — | $1,085.76万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1,024.26万 | 4.19% | 645,000 | 215,000 | 50.0% | $341.42万 | 加仓 |
| NU | NU HLDGS LTD 看涨期权 | $1,020.27万 | 4.18% | 710,000 | 380,000 | 115.2% | $546.06万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC 看涨期权 | $960.30万 | 3.93% | 300,000 | 140,000 | 87.5% | $448.14万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $832.04万 | 3.41% | 55,000 | 5,000 | 10.0% | $75.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $657.49万 | 2.69% | 37,700 | -300 | -0.8% | -$5.23万 | 减仓 |
| AAPL | APPLE INC | $565.95万 | 2.32% | 22,300 | 1,700 | 8.3% | $43.14万 | 加仓 |
| RACE | FERRARI N V 看涨期权 | $558.44万 | 2.29% | 16,500 | 3,500 | 26.9% | $118.46万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE 看涨期权 | $527.14万 | 2.16% | 266,500 | 41,500 | 18.4% | $82.09万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $512.30万 | 2.10% | 259,000 | 72,000 | 38.5% | $142.42万 | 加仓 |
| GOOGL | ALPHABET INC | $508.98万 | 2.08% | 17,700 | 1,400 | 8.6% | $40.26万 | 加仓 |
| META | META PLATFORMS INC | $506.34万 | 2.07% | 8,850 | 850 | 10.6% | $48.63万 | 加仓 |
| AMZN | AMAZON COM INC | $506.10万 | 2.07% | 24,300 | 1,200 | 5.2% | $24.99万 | 加仓 |
| MSTR | STRATEGY INC | $482.98万 | 1.98% | 38,700 | 10,500 | 37.2% | $131.04万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $473.71万 | 1.94% | 128,900 | -252,900 | -66.2% | -$929.41万 | 减仓 |
| IVES | WEDBUSH SER TR | $448.25万 | 1.83% | 158,000 | 25,000 | 18.8% | $70.92万 | 加仓 |
| GRNY | TIDAL TRUST I | $415.34万 | 1.70% | 174,000 | 34,000 | 24.3% | $81.16万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $346.50万 | 1.42% | 50,000 | 50,000 | — | $346.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $337.84万 | 1.38% | 10,000 | 10,000 | — | $337.84万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP 看涨期权 | $331.50万 | 1.36% | 750,000 | -2,030,000 | -73.0% | -$897.26万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $294.83万 | 1.21% | 23,500 | -16,500 | -41.2% | -$207.01万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $249.92万 | 1.02% | 12,000 | 12,000 | — | $249.92万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $249.73万 | 1.02% | 565,000 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC 看涨期权 | $249.06万 | 1.02% | 30,000 | -20,000 | -40.0% | -$166.04万 | 减仓 |
| RACE | FERRARI N V | $235.22万 | 0.96% | 6,950 | -50 | -0.7% | -$1.69万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $225.75万 | 0.92% | 150,000 | 100,000 | 200.0% | $150.50万 | 加仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $214.77万 | 0.88% | 12,300 | 12,300 | — | $214.77万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $154.35万 | 0.63% | 42,000 | 9,000 | 27.3% | $33.08万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $142.31万 | 0.58% | 62,500 | -167,500 | -72.8% | -$381.40万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $80.29万 | 0.33% | 6,400 | 1,400 | 28.0% | $17.56万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $76.84万 | 0.31% | 20,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $55.44万 | 0.23% | 8,000 | 8,000 | — | $55.44万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $53.51万 | 0.22% | 23,500 | 3,500 | 17.5% | $7.97万 | 加仓 |
| PINS | PINTEREST INC | $51.35万 | 0.21% | 28,000 | 6,000 | 27.3% | $11.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $50.68万 | 0.21% | 1,500 | 1,500 | — | $50.68万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $42.61万 | 0.17% | 5,500 | 5,500 | — | $42.61万 | 新建仓 |
| PINS | PINTEREST INC 看涨期权 | $36.68万 | 0.15% | 20,000 | -890,000 | -97.8% | -$1,632.26万 | 减仓 |
| — | PROSHARES TR II | $29.12万 | 0.12% | 35,000 | 35,000 | — | $29.12万 | 新建仓 |
| NU | NU HLDGS LTD | $24.43万 | 0.10% | 17,000 | 17,000 | — | $24.43万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $6.40万 | 0.03% | 2,000 | 2,000 | — | $6.40万 | 新建仓 |
| IGV | ISHARES TR | $4.00万 | 0.02% | 500 | 500 | — | $4.00万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3.01万 | 0.01% | 2,000 | 2,000 | — | $3.01万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $2.26万 | 0.01% | 500 | 500 | — | $2.26万 | 新建仓 |
| NFLX | NETFLIX INC. | $9,615 | 0.00% | 100 | 100 | — | $9,615 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$655.86万 | 清仓 |
| SHAK | SHAKE SHACK INC 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -8,300 | -100.0% | -$187.70万 | 清仓 |