Cable Car Capital, LP
SAN FRANCISCO CA · SEC CIK 0001699575
$46.65亿2026Q2 申报市值
215持仓数
57.6%前十大占比 · 第一大 8.2%
120 / 37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
MICRON TECHNOLOG 新建仓+$3.83亿
MU 新建仓+$3.83亿
NVIDIA CORPORATI 新建仓+$3.32亿
MICROSOFT CORP 新建仓+$2.38亿
TSLA 新建仓+$2.19亿
2026Q2 卖出最多 按季末市值估算
MSFT 重新持有-$3.04亿
NVDA 重新持有-$1.12亿
AMZN 重新持有-$3,336.76万
STRATEGY INC 减仓-$2,693.37万
META 重新持有-$2,568.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| CLM | CORNERSTONE STRATEGIC INVEST | $963.22万 | 0.21% | 1,274,106 | 24,107 | 1.9% | $18.22万 | 加仓 |
| — | ALPHA COGNITION INC | $998.05万 | 0.21% | 1,382,339 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $1,176.00万 | 0.25% | 2,000,000 | 2,000,000 | — | $1,176.00万 | 新建仓 |
| BELFA | BEL FUSE INC | $1,353.14万 | 0.29% | 46,463 | -300 | -0.6% | -$8.74万 | 减仓 |
| NOK | NOKIA CORP | $1,460.67万 | 0.31% | 1,099,900 | 1,099,900 | — | $1,460.67万 | 新建仓 |
| — | NOKIA CORP | $1,460.80万 | 0.31% | 1,100,000 | 1,100,000 | — | $1,460.80万 | 新建仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $1,602.16万 | 0.34% | 852,213 | 852,213 | — | $1,602.16万 | 新建仓 |
| — | STRATEGY INC | $1,736.62万 | 0.37% | 16,935,000 | -26,265,000 | -60.8% | -$2,693.37万 | 减仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1,858.53万 | 0.40% | 3,007,329 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,887.00万 | 0.40% | 1,000,000 | 0 | 0.0% | — | 不变 |
| — | LUMENTUM HLDGS INC | $1,973.54万 | 0.42% | 23,000 | 23,000 | — | $1,973.54万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $1,973.54万 | 0.42% | 23,000 | 23,000 | — | $1,973.54万 | 新建仓 |
| — | SIFY TECHNOLOGIES LTD | $2,042.28万 | 0.44% | 1,229,549 | 16,656 | 1.4% | $27.67万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW | $2,180.78万 | 0.47% | 852,200 | 852,200 | — | $2,180.78万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $2,277.35万 | 0.49% | 1,850,000 | 1,850,000 | — | $2,277.35万 | 新建仓 |
| — | CONSTELLATION BRANDS INC | $2,365.92万 | 0.51% | 170,100 | 170,100 | — | $2,365.92万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $2,365.92万 | 0.51% | 170,100 | 170,100 | — | $2,365.92万 | 新建仓 |
| XPO | XPO INC | $2,566.12万 | 0.55% | 125,000 | 125,000 | — | $2,566.12万 | 新建仓 |
| — | XPO INC | $2,566.12万 | 0.55% | 125,000 | 125,000 | — | $2,566.12万 | 新建仓 |
| — | FORGENT POWER SOLUTIONS INC | $2,930.42万 | 0.63% | 524,600 | 524,600 | — | $2,930.42万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $2,930.42万 | 0.63% | 524,600 | 524,600 | — | $2,930.42万 | 新建仓 |
| — | STRATEGY INC | $3,329.80万 | 0.71% | 32,515,000 | 32,515,000 | — | $3,329.80万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $3,404.92万 | 0.73% | 502,200 | 502,200 | — | $3,404.92万 | 新建仓 |
| — | SKYWORKS SOLUTIONS INC | $3,404.92万 | 0.73% | 502,200 | 502,200 | — | $3,404.92万 | 新建仓 |
| — | AMERICAN AIRLINES GROUP INC | $3,675.98万 | 0.79% | 2,034,300 | 2,034,300 | — | $3,675.98万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $3,675.98万 | 0.79% | 2,034,300 | 2,034,300 | — | $3,675.98万 | 新建仓 |
| META | META PLATFORMS INC | $4,472.52万 | 0.96% | 79,400 | -45,600 | -36.5% | -$2,568.60万 | 重新持有 |
| — | META PLATFORMS INC | $4,472.52万 | 0.96% | 79,400 | 79,400 | — | $4,472.52万 | 新建仓 |
| — | VANECK ETF TRUST | $5,196.24万 | 1.11% | 688,700 | 688,700 | — | $5,196.24万 | 新建仓 |
| GDX | VANECK ETF TRUST | $5,196.24万 | 1.11% | 688,700 | 688,700 | — | $5,196.24万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,833.50万 | 1.25% | 500,000 | 500,000 | — | $5,833.50万 | 新建仓 |
| — | PALANTIR TECHNOLOGIES INC | $5,833.50万 | 1.25% | 500,000 | 500,000 | — | $5,833.50万 | 新建仓 |
| AVGO | BROADCOM INC | $6,444.41万 | 1.38% | 170,600 | 170,600 | — | $6,444.41万 | 新建仓 |
| — | BROADCOM INC | $6,444.41万 | 1.38% | 170,600 | 170,600 | — | $6,444.41万 | 新建仓 |
| — | SPACE EXPLORATION TECHN CORP | $6,834.40万 | 1.47% | 400,000 | 400,000 | — | $6,834.40万 | 新建仓 |
| — | STATE STR SPDR S&P 500 ETF T | $7,467.70万 | 1.60% | 100,000 | 100,000 | — | $7,467.70万 | 新建仓 |
| — | NIKE INC | $9,499.79万 | 2.04% | 2,314,200 | 2,314,200 | — | $9,499.79万 | 新建仓 |
| NKE | NIKE INC | $9,499.79万 | 2.04% | 2,314,200 | 2,314,200 | — | $9,499.79万 | 新建仓 |
| AMZN | AMAZON COM INC | $1.07亿 | 2.30% | 450,000 | -140,000 | -23.7% | -$3,336.76万 | 重新持有 |
| — | AMAZON COM INC | $1.07亿 | 2.30% | 450,000 | 450,000 | — | $1.07亿 | 新建仓 |
| — | TAIWAN SEMICONDUCTOR MANUFAC | $1.09亿 | 2.33% | 227,600 | 227,600 | — | $1.09亿 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.09亿 | 2.33% | 227,600 | 227,600 | — | $1.09亿 | 新建仓 |
| — | SPACE EXPLORATION TECHN CORP | $1.28亿 | 2.75% | 750,000 | 750,000 | — | $1.28亿 | 新建仓 |
| — | SANDISK CORP | $2.16亿 | 4.63% | 95,000 | 95,000 | — | $2.16亿 | 新建仓 |
| TSLA | TESLA INC | $2.19亿 | 4.68% | 519,500 | 519,500 | — | $2.19亿 | 新建仓 |
| — | TESLA INC | $2.19亿 | 4.68% | 519,500 | 519,500 | — | $2.19亿 | 新建仓 |
| — | MICROSOFT CORP | $2.38亿 | 5.11% | 639,000 | 639,000 | — | $2.38亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $2.38亿 | 5.11% | 639,000 | -816,200 | -56.1% | -$3.04亿 | 重新持有 |
| — | NVIDIA CORPORATION | $3.32亿 | 7.11% | 1,658,500 | 1,658,500 | — | $3.32亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $3.32亿 | 7.11% | 1,658,500 | -561,500 | -25.3% | -$1.12亿 | 重新持有 |
| — | MICRON TECHNOLOGY INC | $3.83亿 | 8.22% | 332,200 | 332,200 | — | $3.83亿 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3.83亿 | 8.22% | 332,200 | 332,200 | — | $3.83亿 | 新建仓 |