Crawford Fund Management, LLC
BOSTON MA · SEC CIK 0001816427
$5.20亿2026Q1 申报市值
183持仓数
29.9%前十大占比 · 第一大 4.1%
23 / 38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
ROKU 加仓+$1,322.22万
MORN 加仓+$1,164.75万
CROX 加仓+$833.77万
HLI 新建仓+$725.73万
TOST 加仓+$715.50万
2026Q1 卖出最多 按季末市值估算
CIB 清仓-$1,632.24万
YELP 清仓-$1,592.31万
OPCH 清仓-$1,169.26万
LNG 减仓-$1,110.35万
NATHANS FAMOUS I 清仓-$551.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HROW | HARROW INC | $681.58万 | 1.31% | 193,300 | 89,900 | 86.9% | $316.99万 | 加仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $711.87万 | 1.37% | 47,200 | -5,200 | -9.9% | -$78.43万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $716.46万 | 1.38% | 20,970 | 18,470 | 738.8% | $631.05万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $725.73万 | 1.40% | 50,531 | 50,531 | — | $725.73万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $730.59万 | 1.41% | 27,000 | -1,000 | -3.6% | -$27.06万 | 减仓 |
| MRNA | MODERNA INC 看跌期权 | $803.66万 | 1.55% | 158,200 | -88,800 | -36.0% | -$451.10万 | 减仓 |
| CHE | CHEMED CORP NEW | $805.53万 | 1.55% | 21,325 | 6,850 | 47.3% | $258.75万 | 加仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $826.49万 | 1.59% | 61,000 | -163,500 | -72.8% | -$2,215.26万 | 减仓 |
| ABNB | AIRBNB INC | $848.50万 | 1.63% | 67,192 | 19,400 | 40.6% | $244.98万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $881.64万 | 1.70% | 14,868 | 5,875 | 65.3% | $348.38万 | 加仓 |
| SAM | BOSTON BEER INC | $907.34万 | 1.75% | 39,381 | -22,100 | -35.9% | -$509.18万 | 减仓 |
| HBCP | HOMEBANCORP INC | $978.12万 | 1.88% | 161,459 | -8,989 | -5.3% | -$54.46万 | 减仓 |
| CDW | CDW CORP | $997.83万 | 1.92% | 82,452 | 32,000 | 63.4% | $387.26万 | 加仓 |
| KSPI | KASPI KZ JSC | $1,003.12万 | 1.93% | 135,429 | 45,660 | 50.9% | $338.20万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $1,009.93万 | 1.94% | 156,700 | 62,800 | 66.9% | $404.75万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,088.46万 | 2.09% | 207,404 | 5,900 | 2.9% | $30.96万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $1,119.21万 | 2.15% | 61,893 | -28,700 | -31.7% | -$518.98万 | 减仓 |
| — | SEABRIDGE GOLD INC | $1,232.06万 | 2.37% | 434,743 | 29,000 | 7.1% | $82.19万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,306.57万 | 2.51% | 46,045 | -39,130 | -45.9% | -$1,110.35万 | 减仓 |
| TOST | TOAST INC | $1,388.69万 | 2.67% | 523,836 | 269,900 | 106.3% | $715.50万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $1,414.23万 | 2.72% | 203,750 | 19,900 | 10.8% | $138.13万 | 加仓 |
| CROX | CROCS INC | $1,465.41万 | 2.82% | 176,513 | 100,430 | 132.0% | $833.77万 | 加仓 |
| XPEL | XPEL INC | $1,469.66万 | 2.83% | 332,051 | -32,200 | -8.8% | -$142.52万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,481.88万 | 2.85% | 189,911 | 35,300 | 22.8% | $275.45万 | 加仓 |
| WT | WISDOMTREE INC | $1,493.61万 | 2.87% | 1,025,834 | -215,435 | -17.4% | -$313.67万 | 减仓 |
| MORN | MORNINGSTAR INC | $1,507.93万 | 2.90% | 89,200 | 68,900 | 339.4% | $1,164.75万 | 加仓 |
| ROKU | ROKU INC | $1,918.89万 | 3.69% | 202,800 | 139,740 | 221.6% | $1,322.22万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,109.45万 | 4.06% | 293,264 | 68,700 | 30.6% | $494.16万 | 加仓 |