Aequim Alternative Investments LP
MILL VALLEY CA · SEC CIK 0001728201
$64.35亿2026Q2 申报市值
102持仓数
49.3%前十大占比 · 第一大 15.9%
16 / 17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
SUPER MICRO COMP 新建仓+$2.23亿
FE 新建仓+$9,561.56万
WDC 加仓+$8,455.53万
ORACLE CORP 加仓+$8,315.75万
HEWLETT PACKARD 加仓+$6,436.10万
2026Q2 卖出最多 按季末市值估算
SEAGATE HDD CAYM 清仓-$2.06亿
VENTAS RLTY LTD 清仓-$1.63亿
DUKE ENERGY CORP 清仓-$1.10亿
BOEING CO 重新持有-$9,758.50万
AKAM 清仓-$9,728.67万
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 |
|---|---|---|---|---|---|---|---|---|
| GT | GOODYEAR TIRE & RUBR CO | $19.80万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | ALGOMA STL GROUP INC | $1.44万 | 0.00% | 414,191 | 0 | 0.0% | — | 不变 |
| — | SEAGATE HDD CAYMAN | $0 | 0.00% | 0 | -43,318,000 | -100.0% | -$2.06亿 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -109,195,000 | -100.0% | -$1.63亿 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -100,000,000 | -100.0% | -$1.10亿 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -85,000,000 | -100.0% | -$9,728.67万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -83,190,000 | -100.0% | -$8,306.94万 | 清仓 |
| — | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -30,000,000 | -100.0% | -$2,996.36万 | 清仓 |
| — | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -30,000,000 | -100.0% | -$2,614.94万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000,000 | -100.0% | -$1,204.25万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -7,850,000 | -100.0% | -$920.46万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -6,900,000 | -100.0% | -$845.66万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -152,081 | -100.0% | -$760.10万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -52,900 | -100.0% | -$592.06万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$208.15万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -26,667 | -100.0% | -$201.58万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -50,000 | -100.0% | -$118.25万 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$21.02万 | 清仓 |
| DCH | DAUCH CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$2.13万 | 清仓 |