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 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $2,158.38万 | 3.31% | 775,836 | 252,000 | 48.1% | $701.06万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,137.84万 | 3.27% | 296,264 | 3,000 | 1.0% | $21.65万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2,134.41万 | 3.27% | 48,771 | 7,084 | 17.0% | $310.02万 | 重新持有 |
| CROX | CROCS INC | $1,930.41万 | 2.96% | 160,014 | -16,499 | -9.3% | -$199.04万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,880.89万 | 2.88% | 78,695 | 32,650 | 70.9% | $780.37万 | 加仓 |
| MORN | MORNINGSTAR INC | $1,708.42万 | 2.62% | 109,500 | 20,300 | 22.8% | $316.72万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $1,611.66万 | 2.47% | 203,750 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,413.74万 | 2.17% | 237,604 | 30,200 | 14.6% | $179.69万 | 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 |
| KNSL | KINSALE CAP GROUP INC | $1,388.17万 | 2.13% | 42,090 | 21,120 | 100.7% | $696.56万 | 加仓 |
| XPEL | XPEL INC | $1,342.92万 | 2.06% | 270,751 | -61,300 | -18.5% | -$304.05万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $1,326.24万 | 2.03% | 515,243 | 515,243 | — | $1,326.24万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $1,318.31万 | 2.02% | 51,800 | 4,600 | 9.7% | $117.07万 | 加仓 |
| KSPI | KASPI KZ JSC | $1,199.35万 | 1.84% | 138,429 | 3,000 | 2.2% | $25.99万 | 加仓 |
| IONQ | IONQ INC 看跌期权 | $1,179.71万 | 1.81% | 221,500 | 16,000 | 7.8% | $85.22万 | 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 |
| CHE | CHEMED CORP NEW | $1,023.46万 | 1.57% | 21,975 | 650 | 3.0% | $30.27万 | 加仓 |
| CPRT | COPART INC | $1,014.84万 | 1.55% | 360,000 | 360,000 | — | $1,014.84万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,004.64万 | 1.54% | 165,591 | -24,320 | -12.8% | -$147.55万 | 减仓 |
| WT | WISDOMTREE INC | $975.16万 | 1.49% | 575,654 | -450,180 | -43.9% | -$762.60万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $974.08万 | 1.49% | 54,543 | -7,350 | -11.9% | -$131.26万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $917.87万 | 1.41% | 68,431 | 17,900 | 35.4% | $240.09万 | 加仓 |
| ASTS | AST SPACEMOBILE INC 看跌期权 | $781.97万 | 1.20% | 88,000 | 34,000 | 63.0% | $302.12万 | 加仓 |
| TEM | TEMPUS AI INC 看跌期权 | $755.99万 | 1.16% | 130,500 | 45,000 | 52.6% | $260.69万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $753.43万 | 1.15% | 61,200 | 61,200 | — | $753.43万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $724.32万 | 1.11% | 13,368 | -1,500 | -10.1% | -$81.27万 | 减仓 |
| FCEL | FUELCELL ENERGY INC 看跌期权 | $690.67万 | 1.06% | 191,800 | -127,000 | -39.8% | -$457.33万 | 减仓 |
| RH | RH 看跌期权 | $685.28万 | 1.05% | 41,600 | 19,900 | 91.7% | $327.81万 | 加仓 |
| MRNA | MODERNA INC 看跌期权 | $675.79万 | 1.04% | 96,500 | -61,700 | -39.0% | -$432.09万 | 减仓 |
| CRWV | COREWEAVE INC 看跌期权 | $673.89万 | 1.03% | 67,700 | 15,200 | 29.0% | $151.30万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看跌期权 | $658.43万 | 1.01% | 379,500 | 67,600 | 21.7% | $117.29万 | 加仓 |
| ORCL | ORACLE CORP 看跌期权 | $652.15万 | 1.00% | 44,500 | 44,500 | — | $652.15万 | 新建仓 |
| HROW | HARROW INC | $603.58万 | 0.92% | 142,120 | -51,180 | -26.5% | -$217.36万 | 减仓 |
| NNI | NELNET INC | $592.72万 | 0.91% | 44,455 | -2,500 | -5.3% | -$33.33万 | 减仓 |
| ABNB | AIRBNB INC | $578.58万 | 0.89% | 40,432 | -26,760 | -39.8% | -$382.94万 | 减仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $573.20万 | 0.88% | 18,662 | 4,003 | 27.3% | $122.95万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $529.86万 | 0.81% | 66,200 | -90,500 | -57.8% | -$724.36万 | 减仓 |
| ALK | ALASKA AIR GROUP INC 看跌期权 | $516.78万 | 0.79% | 99,000 | -42,000 | -29.8% | -$219.24万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN 看跌期权 | $465.08万 | 0.71% | 88,000 | 88,000 | — | $465.08万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $461.90万 | 0.71% | 23,140 | 15,140 | 189.2% | $302.21万 | 加仓 |
| ARQQ | ARQIT QUANTUM INC 看跌期权 | $439.86万 | 0.67% | 148,000 | 88,000 | 146.7% | $261.54万 | 加仓 |
| APLD | APPLIED DIGITAL CORP 看跌期权 | $428.95万 | 0.66% | 115,000 | 45,000 | 64.3% | $167.85万 | 加仓 |
| KSS | KOHLS CORP 看跌期权 | $418.19万 | 0.64% | 236,000 | 55,000 | 30.4% | $97.46万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC 看跌期权 | $413.45万 | 0.63% | 214,000 | 30,000 | 16.3% | $57.96万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR 看跌期权 | $410.41万 | 0.63% | 77,000 | 29,000 | 60.4% | $154.57万 | 加仓 |
| U | UNITY SOFTWARE INC 看跌期权 | $403.84万 | 0.62% | 141,300 | 15,000 | 11.9% | $42.87万 | 加仓 |
| STLA | STELLANTIS N.V 看跌期权 | $400.08万 | 0.61% | 697,000 | 65,000 | 10.3% | $37.31万 | 加仓 |
| AI | C3 AI INC 看跌期权 | $373.60万 | 0.57% | 411,000 | 149,000 | 56.9% | $135.44万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC 看涨期权 | $348.47万 | 0.53% | 41,200 | 36,200 | 724.0% | $306.18万 | 加仓 |
| VSAT | VIASAT INC 看跌期权 | $334.09万 | 0.51% | 37,200 | 1,000 | 2.8% | $8.98万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC 看跌期权 | $332.50万 | 0.51% | 380,000 | -91,000 | -19.3% | -$79.62万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看跌期权 | $311.71万 | 0.48% | 172,500 | -1,000 | -0.6% | -$1.81万 | 减仓 |
| CIFR | CIPHER DIGITAL INC 看跌期权 | $311.15万 | 0.48% | 127,000 | 57,000 | 81.4% | $139.65万 | 加仓 |
| CLSK | CLEANSPARK INC 看跌期权 | $302.64万 | 0.46% | 208,000 | 75,000 | 56.4% | $109.12万 | 加仓 |
| SMR | NUSCALE PWR CORP 看跌期权 | $297.89万 | 0.46% | 297,000 | 88,000 | 42.1% | $88.26万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC 看跌期权 | $295.95万 | 0.45% | 106,000 | -9,000 | -7.8% | -$25.13万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $295.18万 | 0.45% | 25,300 | 21,000 | 488.4% | $245.01万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC 看涨期权 | $289.40万 | 0.44% | 25,500 | 21,300 | 507.1% | $241.73万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $287.03万 | 0.44% | 14,000 | 6,500 | 86.7% | $133.26万 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP 看跌期权 | $282.03万 | 0.43% | 218,800 | 67,800 | 44.9% | $87.39万 | 加仓 |
| CCL | CARNIVAL CORP LTD 看跌期权 | $279.99万 | 0.43% | 98,000 | 98,000 | — | $279.99万 | 新建仓 |
| ACHR | ARCHER AVIATION INC 看跌期权 | $276.23万 | 0.42% | 584,000 | 28,000 | 5.0% | $13.24万 | 加仓 |
| TDOC | TELADOC HEALTH INC 看跌期权 | $266.36万 | 0.41% | 314,100 | -10,000 | -3.1% | -$8.48万 | 减仓 |
| COUR | COURSERA INC | $265.08万 | 0.41% | 470,000 | 260,000 | 123.8% | $146.64万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC 看跌期权 | $263.89万 | 0.40% | 110,000 | 90,000 | 450.0% | $215.91万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC 看跌期权 | $262.01万 | 0.40% | 55,700 | 34,500 | 162.7% | $162.29万 | 加仓 |
| CNK | CINEMARK HLDGS INC 看跌期权 | $260.19万 | 0.40% | 82,000 | -8,000 | -8.9% | -$25.38万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC 看跌期权 | $251.57万 | 0.39% | 119,000 | 56,000 | 88.9% | $118.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $249.38万 | 0.38% | 6,000 | -21,000 | -77.8% | -$872.82万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC 看跌期权 | $248.32万 | 0.38% | 256,000 | 93,000 | 57.1% | $90.21万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD 看跌期权 | $247.32万 | 0.38% | 73,000 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS 看跌期权 | $246.99万 | 0.38% | 117,000 | 12,500 | 12.0% | $26.39万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC 看跌期权 | $244.97万 | 0.38% | 15,600 | 3,600 | 30.0% | $56.53万 | 加仓 |
| PII | POLARIS INC 看跌期权 | $236.12万 | 0.36% | 34,500 | -13,000 | -27.4% | -$88.97万 | 减仓 |
| BA | BOEING CO 看跌期权 | $229.46万 | 0.35% | 10,600 | -3,200 | -23.2% | -$69.27万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE 看跌期权 | $229.37万 | 0.35% | 76,000 | 0 | 0.0% | — | 不变 |
| ULCC | FRONTIER GROUP HLDGS INC 看跌期权 | $213.57万 | 0.33% | 270,000 | 20,000 | 8.0% | $15.82万 | 加仓 |
| DPZ | DOMINOS PIZZA INC 看涨期权 | $213.15万 | 0.33% | 7,200 | 7,200 | — | $213.15万 | 新建仓 |
| ARM | ARM HOLDINGS PLC 看跌期权 | $209.20万 | 0.32% | 5,900 | 2,900 | 96.7% | $102.83万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC 看涨期权 | $207.60万 | 0.32% | 99,000 | 58,700 | 145.7% | $123.09万 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP 看跌期权 | $206.85万 | 0.32% | 361,000 | -253,000 | -41.2% | -$144.97万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN 看跌期权 | $204.92万 | 0.31% | 41,000 | -1,000 | -2.4% | -$5.00万 | 减仓 |
| MKC | MCCORMICK & CO INC 看涨期权 | $201.68万 | 0.31% | 40,000 | 40,000 | — | $201.68万 | 新建仓 |
| RACE | FERRARI N V 看跌期权 | $197.31万 | 0.30% | 5,300 | 1,300 | 32.5% | $48.40万 | 加仓 |
| AMRZ | AMRIZE LTD 看涨期权 | $194.54万 | 0.30% | 36,500 | -2,500 | -6.4% | -$13.32万 | 减仓 |
| ASPI | ASP ISOTOPES INC 看跌期权 | $192.82万 | 0.30% | 310,000 | 55,000 | 21.6% | $34.21万 | 加仓 |
| RDW | REDWIRE CORPORATION 看跌期权 | $190.79万 | 0.29% | 156,000 | 88,000 | 129.4% | $107.62万 | 加仓 |
| MARA | MARA HOLDINGS INC 看跌期权 | $183.35万 | 0.28% | 132,000 | 17,000 | 14.8% | $23.61万 | 加仓 |
| FSK | FS KKR CAP CORP 看跌期权 | $182.70万 | 0.28% | 174,000 | 174,000 | — | $182.70万 | 新建仓 |
| JACK | JACK IN THE BOX INC 看跌期权 | $181.81万 | 0.28% | 115,000 | -50,000 | -30.3% | -$79.05万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP 看跌期权 | $179.51万 | 0.27% | 152,000 | -45,000 | -22.8% | -$53.15万 | 减仓 |
| CALM | CAL MAINE FOODS INC 看涨期权 | $171.59万 | 0.26% | 21,300 | 21,300 | — | $171.59万 | 新建仓 |
| WEN | WENDYS CO 看跌期权 | $170.19万 | 0.26% | 205,300 | 55,300 | 36.9% | $45.84万 | 加仓 |
| MELI | MERCADOLIBRE INC 看涨期权 | $169.74万 | 0.26% | 1,000 | 1,000 | — | $169.74万 | 新建仓 |
| SAM | BOSTON BEER INC 看涨期权 | $162.87万 | 0.25% | 9,200 | 9,200 | — | $162.87万 | 新建仓 |
| BXP | BXP INC 看跌期权 | $162.46万 | 0.25% | 24,500 | 14,500 | 145.0% | $96.15万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看跌期权 | $159.58万 | 0.24% | 89,000 | 26,000 | 41.3% | $46.62万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP 看跌期权 | $153.36万 | 0.23% | 72,000 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC 看跌期权 | $151.63万 | 0.23% | 33,000 | -9,000 | -21.4% | -$41.35万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC 看跌期权 | $150.71万 | 0.23% | 255,000 | 10,000 | 4.1% | $5.91万 | 加仓 |