Crawford Fund Management, LLC
BOSTON MA · SEC CIK 0001816427
$6.53亿2026Q2 申报市值
203持仓数
27.2%前十大占比 · 第一大 3.3%
29 / 16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
SA 新建仓+$1,326.24万
CPRT 新建仓+$1,014.84万
LNG 加仓+$780.37万
ICE 新建仓+$753.43万
SFM 重新持有+$721.10万
2026Q2 卖出最多 按季末市值估算
ROKU 减仓-$2,760.04万
SEABRIDGE GOLD I 清仓-$1,232.06万
HBCP 减仓-$1,017.60万
CDW 清仓-$997.83万
SAM 清仓-$907.34万
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 |
|---|---|---|---|---|---|---|---|---|
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,004.64万 | 1.54% | 165,591 | -24,320 | -12.8% | -$147.55万 | 减仓 |
| CPRT | COPART INC | $1,014.84万 | 1.55% | 360,000 | 360,000 | — | $1,014.84万 | 新建仓 |
| CHE | CHEMED CORP NEW | $1,023.46万 | 1.57% | 21,975 | 650 | 3.0% | $30.27万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1,038.64万 | 1.59% | 122,800 | 85,256 | 227.1% | $721.10万 | 重新持有 |
| IONQ | IONQ INC 看跌期权 | $1,179.71万 | 1.81% | 221,500 | 16,000 | 7.8% | $85.22万 | 加仓 |
| KSPI | KASPI KZ JSC | $1,199.35万 | 1.84% | 138,429 | 3,000 | 2.2% | $25.99万 | 加仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $1,318.31万 | 2.02% | 51,800 | 4,600 | 9.7% | $117.07万 | 加仓 |
| SA | SEABRIDGE GOLD INC | $1,326.24万 | 2.03% | 515,243 | 515,243 | — | $1,326.24万 | 新建仓 |
| XPEL | XPEL INC | $1,342.92万 | 2.06% | 270,751 | -61,300 | -18.5% | -$304.05万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $1,388.17万 | 2.13% | 42,090 | 21,120 | 100.7% | $696.56万 | 加仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $1,404.53万 | 2.15% | 46,400 | -14,600 | -23.9% | -$441.94万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,413.74万 | 2.17% | 237,604 | 30,200 | 14.6% | $179.69万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $1,611.66万 | 2.47% | 203,750 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $1,708.42万 | 2.62% | 109,500 | 20,300 | 22.8% | $316.72万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,880.89万 | 2.88% | 78,695 | 32,650 | 70.9% | $780.37万 | 加仓 |
| CROX | CROCS INC | $1,930.41万 | 2.96% | 160,014 | -16,499 | -9.3% | -$199.04万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,134.41万 | 3.27% | 48,771 | 7,084 | 17.0% | $310.02万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $2,137.84万 | 3.27% | 296,264 | 3,000 | 1.0% | $21.65万 | 加仓 |
| TOST | TOAST INC | $2,158.38万 | 3.31% | 775,836 | 252,000 | 48.1% | $701.06万 | 加仓 |