Athos Capital Ltd
HONG KONG K3 · SEC CIK 0001681662
$2.81亿2026Q2 申报市值
38持仓数
78.5%前十大占比 · 第一大 16.6%
8 / 14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
NSC 加仓+$1,667.34万
QORVO INC 新建仓+$1,119.20万
CZR 新建仓+$1,078.00万
TECH 新建仓+$706.50万
CATALYST PHARMAC 新建仓+$471.50万
2026Q2 卖出最多 按季末市值估算
VIPS 清仓-$2,322.60万
KVUE 减仓-$2,032.19万
HOLOGIC INC 清仓-$1,488.40万
CHART INDS INC 清仓-$1,349.30万
AMICUS THERAPEUT 清仓-$1,005.70万
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 |
|---|---|---|---|---|---|---|---|---|
| — | WARNER BROS DISCOVERY INC | $4,660.40万 | 16.56% | 1,748,075 | 4,000 | 0.2% | $10.66万 | 加仓 |
| MOMO | HELLO GROUP INC | $4,319.50万 | 15.35% | 7,447,401 | -34,058 | -0.5% | -$19.75万 | 减仓 |
| BEKE | KE HLDGS INC | $3,185.40万 | 11.32% | 2,192,308 | -56,092 | -2.5% | -$81.50万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $2,375.80万 | 8.44% | 75,520 | 53,000 | 235.3% | $1,667.34万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,618.70万 | 5.75% | 311,583 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $1,528.40万 | 5.43% | 200,000 | 50,000 | 33.3% | $382.10万 | 加仓 |
| KVUE | KENVUE INC | $1,304.70万 | 4.64% | 682,724 | -1,063,403 | -60.9% | -$2,032.19万 | 减仓 |
| — | QORVO INC | $1,119.20万 | 3.98% | 120,000 | 120,000 | — | $1,119.20万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,078.00万 | 3.83% | 357,178 | 357,178 | — | $1,078.00万 | 新建仓 |
| TXNM | TXNM ENERGY INC | $894.80万 | 3.18% | 157,592 | -2,650 | -1.7% | -$15.05万 | 减仓 |
| CHA | CHAGEE HLDGS LTD | $762.80万 | 2.71% | 634,615 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $706.50万 | 2.51% | 100,000 | 100,000 | — | $706.50万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $633.00万 | 2.25% | 100,000 | -30,000 | -23.1% | -$189.90万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $631.00万 | 2.24% | 189,722 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $492.00万 | 1.75% | 92,320 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC | $471.50万 | 1.68% | 150,000 | 150,000 | — | $471.50万 | 新建仓 |
| JOYY | JOYY INC | $448.30万 | 1.59% | 67,933 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $352.40万 | 1.25% | 11,160 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC 看涨期权 | $350.90万 | 1.25% | 25,400 | 25,400 | — | $350.90万 | 新建仓 |
| — | FACT II ACQUISITION CORP | $270.80万 | 0.96% | 250,000 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $248.80万 | 0.88% | 100,000 | 100,000 | — | $248.80万 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $145.20万 | 0.52% | 107,965 | 0 | 0.0% | — | 不变 |
| — | DYNAMIX CORP | $135.60万 | 0.48% | 125,000 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $135.60万 | 0.48% | 6,204 | 0 | 0.0% | — | 不变 |
| — | BOLD EAGLE ACQUISITION CORP | $111.00万 | 0.39% | 100,000 | 0 | 0.0% | — | 不变 |
| — | OAKTREE ACQUISITION CORP III | $55.00万 | 0.20% | 50,000 | 0 | 0.0% | — | 不变 |
| — | HUYA INC | $35.20万 | 0.13% | 152,990 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $27.50万 | 0.10% | 25,000 | 0 | 0.0% | — | 不变 |
| ENRD | EINRIDE AB | $21.60万 | 0.08% | 25,000 | 25,000 | — | $21.60万 | 新建仓 |
| — | DOUYU INTL HLDGS LTD | $11.10万 | 0.04% | 23,863 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $1.85万 | 0.01% | 66,062 | 0 | 0.0% | — | 不变 |
| — | GENERATION ESSENTIALS GROUP | $1.50万 | 0.01% | 83,331 | 0 | 0.0% | — | 不变 |
| — | EINRIDE AB | $7,499 | 0.00% | 12,499 | 12,499 | — | $7,499 | 新建仓 |
| — | SUNPOWER INC | $3,917 | 0.00% | 28,420 | 0 | 0.0% | — | 不变 |
| — | ECARX HOLDINGS INC | $3,695 | 0.00% | 92,368 | 0 | 0.0% | — | 不变 |
| — | ENVOY MEDICAL INC | $1,424 | 0.00% | 28,588 | 0 | 0.0% | — | 不变 |
| — | STARDUST PWR INC | $1,263 | 0.00% | 11,378 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVT PLC | $638 | 0.00% | 42,840 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | -1,477,450 | -100.0% | -$2,322.60万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -196,900 | -100.0% | -$1,488.40万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -65,260 | -100.0% | -$1,349.30万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -695,500 | -100.0% | -$1,005.70万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -42,200 | -100.0% | -$860.30万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -64,900 | -100.0% | -$745.20万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -36,900 | -100.0% | -$358.90万 | 清仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $0 | 0.00% | 0 | -329,817 | -100.0% | -$151.10万 | 清仓 |
| — | LEGATO MERGER CORP III | $0 | 0.00% | 0 | -25,000 | -100.0% | -$27.80万 | 清仓 |
| — | CAPTIVISION INC | $0 | 0.00% | 0 | -32,075 | -100.0% | -$1,889 | 清仓 |
| — | LANVIN GROUP HOLDINGS LIMITE | $0 | 0.00% | 0 | -157,703 | -100.0% | -$1,735 | 清仓 |
| — | ASPIRE BIOPHARMA HLDGS INC | $0 | 0.00% | 0 | -21,383 | -100.0% | -$1,000 | 清仓 |
| — | ZOOZ STRATEGY LTD | $0 | 0.00% | 0 | -17,135 | -100.0% | -$551 | 清仓 |
| — | P3 HEALTH PARTNERS INC | $0 | 0.00% | 0 | -37,052 | -100.0% | -$219 | 清仓 |