13F 机构持仓

Arena Capital Advisors, LLC- CA

LOS ANGELES CA · SEC CIK 0001833078

2026Q22026Q1 更早 9 个季度 🔒
$2.08亿2026Q2 申报市值
21持仓数
96.0%前十大占比 · 第一大 19.1%
2 / 2新建仓 / 清仓
申报市值走势$2.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PG&E CORP 19.1%
HLF 13.9%
ALRM 12.2%
EVH 11.6%
LNT 9.2%
SHIFT4 PMTS IN 8.4%
PSUS 7.9%
ITGR 6.5%
UNIT 4.7%
PL 2.5%

2026Q2 买入最多 按季末市值估算

LNT 新建仓+$1,913.69万
PSUS 新建仓+$1,635.38万
HLF 加仓+$13.15万

2026Q2 卖出最多 按季末市值估算

CSG SYS INTL INC 清仓-$3,103.69万
SHY 清仓-$289.00万
PG&E CORP 减仓-$204.02万
UNIT 减仓-$202.88万
ITGR 减仓-$107.93万

2026Q2 持仓明细 点表头排序

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
— CSG SYS INTL INC $00.00%0 -25,425,000-100.0% -$3,103.69万 清仓
SHY ISHARES TR $00.00%0 -35,000-100.0% -$289.00万 清仓
— BANZAI INTERNATIONAL INC $3820.00%39,028 00.0% — 不变
— LIMINATUS PHARMA INC. $2,1870.00%29,166 00.0% — 不变
— AURORA INNOVATION INC $6,4940.00%20,288 00.0% — 不变
— MOBIX LABS INC $1.70万0.01%190,616 00.0% — 不变
TBLA TABOOLA.COM LTD $25.99万0.13%51,973 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $29.58万0.14%2,500 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $58.98万0.28%10,000 00.0% — 不变
HLF HERBALIFE LTD $106.40万0.51%80,910 10,00014.1% $13.15万 加仓
VGSH VANGUARD SCOTTSDALE FDS $174.60万0.84%30,000 00.0% — 不变
SPB SPECTRUM BRANDS INC $202.07万0.97%1,929,000 -750,000-28.0% -$78.56万 减仓
— INNOVATE CORP $238.85万1.15%127,934 00.0% — 不变
PL PLANET LABS PBC $511.63万2.46%154,431 00.0% — 不变
UNIT UNITI GROUP LLC $970.16万4.67%845,826 -176,877-17.3% -$202.88万 减仓
ITGR INTEGER HLDGS CORP $1,357.22万6.53%13,895,000 -1,105,000-7.4% -$107.93万 减仓
PSUS PERSHING SQUARE USA LTD $1,635.38万7.87%437,500 437,500— $1,635.38万 新建仓
— SHIFT4 PMTS INC $1,754.43万8.44%18,331,000 00.0% — 不变
LNT ALLIANT ENERGY CORP $1,913.69万9.21%17,327,000 17,327,000— $1,913.69万 新建仓
EVH EVOLENT HEALTH INC $2,410.70万11.60%29,620,000 00.0% — 不变
ALRM ALARM COM HLDGS INC $2,535.45万12.20%26,600,000 00.0% — 不变
HLF HERBALIFE LTD $2,884.97万13.88%25,000,000 00.0% — 不变
— PG&E CORP $3,975.02万19.12%38,713,000 -1,987,000-4.9% -$204.02万 减仓