AIGH Capital Management LLC
BALTIMORE MD · SEC CIK 0001835943
$15.87亿2026Q2 申报市值
45持仓数
78.0%前十大占比 · 第一大 21.4%
17 / 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
MXL 新建仓+$1.05亿
INTC 新建仓+$8,705.93万
CLFD 新建仓+$4,012.70万
MEI 新建仓+$3,183.94万
ASYS 新建仓+$2,889.62万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$1.16亿
ZBRA 清仓-$2,090.80万
LASR 清仓-$1,938.68万
SIMO 减仓-$1,866.65万
GNRC 清仓-$1,757.97万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $3.39亿 | 21.35% | 149,000 | -51,000 | -25.5% | -$1.16亿 | 减仓 |
| IWM | ISHARES TR 看跌期权 | $3.31亿 | 20.89% | 1,103,000 | 503,000 | 83.8% | $1.51亿 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1.42亿 | 8.93% | 192,500 | 192,500 | — | $1.42亿 | 新建仓 |
| MXL | MAXLINEAR INC | $1.05亿 | 6.60% | 818,000 | 818,000 | — | $1.05亿 | 新建仓 |
| INTC | INTEL CORP | $8,705.93万 | 5.49% | 623,500 | 623,500 | — | $8,705.93万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $8,447.50万 | 5.32% | 6,548,450 | 1,652,678 | 33.8% | $2,131.95万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $4,799.95万 | 3.03% | 144,000 | -56,000 | -28.0% | -$1,866.65万 | 减仓 |
| CLFD | CLEARFIELD INC | $4,012.70万 | 2.53% | 1,008,469 | 1,008,469 | — | $4,012.70万 | 新建仓 |
| MEI | METHODE ELECTRS INC | $3,183.94万 | 2.01% | 1,678,409 | 1,678,409 | — | $3,183.94万 | 新建仓 |
| ASYS | AMTECH SYS INC | $2,889.62万 | 1.82% | 1,252,000 | 1,252,000 | — | $2,889.62万 | 新建仓 |
| FENC | FENNEC PHARMACEUTICALS INC | $2,672.49万 | 1.68% | 2,486,038 | 504,537 | 25.5% | $542.38万 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $2,491.06万 | 1.57% | 2,795,797 | 795,797 | 39.8% | $709.06万 | 加仓 |
| — | NYXOAH S A | $2,456.39万 | 1.55% | 14,534,880 | 14,534,880 | — | $2,456.39万 | 新建仓 |
| PSNL | PERSONALIS INC | $2,298.10万 | 1.45% | 1,715,000 | -1,185,000 | -40.9% | -$1,587.90万 | 减仓 |
| SOPH | SOPHIA GENETICS SA | $2,281.57万 | 1.44% | 3,954,194 | 3,954,194 | — | $2,281.57万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $2,195.84万 | 1.38% | 7,271,000 | 7,271,000 | — | $2,195.84万 | 新建仓 |
| — | VUZIX CORP | $1,956.24万 | 1.23% | 6,745,667 | 3,449,913 | 104.7% | $1,000.47万 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1,845.97万 | 1.16% | 2,987,000 | -113,000 | -3.6% | -$69.83万 | 减仓 |
| ARDX | ARDELYX INC | $1,632.00万 | 1.03% | 3,200,000 | 2,050,000 | 178.3% | $1,045.50万 | 重新持有 |
| — | BIODESIX INC | $1,529.63万 | 0.96% | 678,328 | -80,000 | -10.5% | -$180.40万 | 减仓 |
| — | SPRUCE BIOSCIENCES INC | $1,350.00万 | 0.85% | 250,000 | 250,000 | — | $1,350.00万 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $1,300.07万 | 0.82% | 545,101 | -45,500 | -7.7% | -$108.52万 | 减仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $1,251.03万 | 0.79% | 2,044,169 | -705,831 | -25.7% | -$431.97万 | 减仓 |
| — | PELTHOS THERAPEUTICS INC | $930.03万 | 0.59% | 329,098 | 329,098 | — | $930.03万 | 新建仓 |
| — | DOMO INC 看涨期权 | $901.44万 | 0.57% | 2,880,000 | 2,880,000 | — | $901.44万 | 新建仓 |
| — | POLYPID LTD | $764.41万 | 0.48% | 1,504,741 | -88,846 | -5.6% | -$45.13万 | 减仓 |
| VSTM | VERASTEM INC | $736.11万 | 0.46% | 1,927,000 | -73,000 | -3.6% | -$27.89万 | 减仓 |
| — | BROADWIND INC | $558.35万 | 0.35% | 1,156,000 | 1,156,000 | — | $558.35万 | 新建仓 |
| — | AEYE INC | $555.12万 | 0.35% | 3,855,000 | 3,855,000 | — | $555.12万 | 新建仓 |
| KIDS | ORTHOPEDIATRICS CORP | $516.06万 | 0.33% | 269,765 | 269,765 | — | $516.06万 | 新建仓 |
| — | APYX MEDICAL CORPORATION | $506.63万 | 0.32% | 1,128,343 | 23,373 | 2.1% | $10.49万 | 加仓 |
| — | IDEAL PWR INC | $479.58万 | 0.30% | 894,731 | -286,965 | -24.3% | -$153.81万 | 减仓 |
| — | TALPHERA INC | $473.95万 | 0.30% | 4,601,502 | -60,000 | -1.3% | -$6.18万 | 减仓 |
| — | TIGO ENERGY INC | $463.76万 | 0.29% | 1,990,371 | -5,289,941 | -72.7% | -$1,232.56万 | 减仓 |
| — | ENERGOUS CORP | $437.71万 | 0.28% | 182,000 | -33,000 | -15.3% | -$79.36万 | 减仓 |
| — | RENOVORX INC | $431.73万 | 0.27% | 4,405,439 | 699,242 | 18.9% | $68.53万 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD | $381.02万 | 0.24% | 200,434 | 200,434 | — | $381.02万 | 新建仓 |
| — | NEURAXIS INC | $380.07万 | 0.24% | 519,938 | 119,938 | 30.0% | $87.67万 | 加仓 |
| — | COYA THERAPEUTICS INC | $369.67万 | 0.23% | 631,912 | -343,492 | -35.2% | -$200.94万 | 减仓 |
| — | IDENTIV INC | $365.18万 | 0.23% | 1,449,121 | 1,039,935 | 254.1% | $262.06万 | 加仓 |
| — | ELUTIA INC | $264.07万 | 0.17% | 2,695,644 | -899,606 | -25.0% | -$88.13万 | 减仓 |
| — | APREA THERAPEUTICS INC | $81.48万 | 0.05% | 1,015,541 | 0 | 0.0% | — | 不变 |
| — | BIOFRONTERA INC | $69.96万 | 0.04% | 739,910 | -175,300 | -19.2% | -$16.57万 | 减仓 |
| — | QUOIN PHARMACEUTICALS LTD | $33.88万 | 0.02% | 70,000 | 19,000 | 37.3% | $9.20万 | 加仓 |
| — | NN INC | $4.13万 | 0.00% | 11,496 | 11,496 | — | $4.13万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC 看涨期权 | $0 | 0.00% | 0 | -700,000 | -100.0% | -$5,627.30万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$3,987.00万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -100,000 | -100.0% | -$2,090.80万 | 清仓 |
| LASR | NLIGHT INC | $0 | 0.00% | 0 | -340,000 | -100.0% | -$1,938.68万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,757.97万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -75,000 | -100.0% | -$1,404.45万 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $0 | 0.00% | 0 | -3,000,000 | -100.0% | -$1,350.00万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -4,400,000 | -100.0% | -$1,205.60万 | 清仓 |
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$1,118.40万 | 清仓 |
| — | INTELLICHECK MOBILISA INC | $0 | 0.00% | 0 | -1,517,249 | -100.0% | -$1,060.56万 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,622,733 | -100.0% | -$845.44万 | 清仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $0 | 0.00% | 0 | -32,615 | -100.0% | -$243.41万 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -200,000 | -100.0% | -$159.80万 | 清仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$100.30万 | 清仓 |
| — | REGENTIS BIOMATERIALS LTD | $0 | 0.00% | 0 | -300,000 | -100.0% | -$91.65万 | 清仓 |
| — | SMARTKEM INC | $0 | 0.00% | 0 | -895,449 | -100.0% | -$20.37万 | 清仓 |