Beartown Capital Management, LLC
HUNTINGTON WOODS MI · SEC CIK 0001877162
$2.27亿2026Q2 申报市值
41持仓数
72.1%前十大占比 · 第一大 16.3%
15 / 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
GLXY 加仓+$1,913.80万
ECHO 加仓+$1,319.50万
BTDR 新建仓+$793.50万
VISN 加仓+$447.30万
IMAX 新建仓+$438.46万
2026Q2 卖出最多 按季末市值估算
NBIS 减仓-$2,209.36万
CLSK 减仓-$1,164.00万
ENVIRI CORP 清仓-$828.83万
CIFR 清仓-$514.80万
ATEX 减仓-$257.35万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$1,951.02万 | 清仓 |
| CLSK | CLEANSPARK INC 看涨期权 | $0 | 0.00% | 0 | -1,700,000 | -100.0% | -$1,446.70万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1,154.36万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $0 | 0.00% | 0 | -600,000 | -100.0% | -$897.60万 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$865.00万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -422,441 | -100.0% | -$828.83万 | 清仓 |
| WULF | TERAWULF INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$721.50万 | 清仓 |
| CIFR | CIPHER DIGITAL INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$514.80万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$311.28万 | 清仓 |
| BWA | BORGWARNER INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$271.30万 | 清仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$234.14万 | 清仓 |
| — | KNOT OFFSHORE PARTNERS LP 看涨期权 | $0 | 0.00% | 0 | -125,900 | -100.0% | -$126.91万 | 清仓 |
| HUT | HUT 8 CORP 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$117.28万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$92.25万 | 清仓 |
| — | COMTECH TELECOMMUNICATIONS C | $0 | 0.00% | 0 | -251,881 | -100.0% | -$83.62万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -568,883 | -100.0% | -$37.46万 | 清仓 |
| — | AURORA INNOVATION INC | $9,670 | 0.00% | 30,209 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $1.02万 | 0.00% | 19,868 | 0 | 0.0% | — | 不变 |
| — | CENTURY CASINOS INC | $1.28万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $3.73万 | 0.02% | 12,899 | 0 | 0.0% | — | 不变 |
| — | FUEL TECH INC | $32.42万 | 0.14% | 146,689 | 0 | 0.0% | — | 不变 |
| — | LANDS END INC NEW | $48.42万 | 0.21% | 46,200 | -3,800 | -7.6% | -$3.98万 | 减仓 |
| — | FLEXIBLE SOLUTIONS INTL INC | $49.79万 | 0.22% | 74,754 | 0 | 0.0% | — | 不变 |
| — | WALDENCAST PLC | $52.80万 | 0.23% | 300,000 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC | $62.71万 | 0.28% | 51,064 | 51,064 | — | $62.71万 | 新建仓 |
| — | COMSCORE INC | $93.14万 | 0.41% | 126,207 | 0 | 0.0% | — | 不变 |
| — | BV FINL INC | $128.38万 | 0.56% | 60,616 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $157.20万 | 0.69% | 200,000 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $161.21万 | 0.71% | 35,000 | 35,000 | — | $161.21万 | 新建仓 |
| DGXX | DIGI PWR X INC | $163.50万 | 0.72% | 300,000 | 300,000 | — | $163.50万 | 新建仓 |
| — | DOUBLEDOWN INTERACTIVE CO LT | $166.04万 | 0.73% | 144,637 | 144,637 | — | $166.04万 | 新建仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $203.00万 | 0.89% | 20,000 | 20,000 | — | $203.00万 | 新建仓 |
| ABVX | ABIVAX SA | $266.52万 | 1.17% | 20,000 | 20,000 | — | $266.52万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $266.80万 | 1.17% | 400,000 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $274.80万 | 1.21% | 300,000 | 300,000 | — | $274.80万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $276.17万 | 1.21% | 10,000 | -80,000 | -88.9% | -$2,209.36万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $277.57万 | 1.22% | 75,000 | 0 | 0.0% | — | 不变 |
| — | KNOT OFFSHORE PARTNERS LP | $282.42万 | 1.24% | 282,982 | 125,900 | 80.1% | $125.65万 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $291.20万 | 1.28% | 800,000 | 800,000 | — | $291.20万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $313.24万 | 1.38% | 37,000 | 37,000 | — | $313.24万 | 新建仓 |
| — | CHAIN BRIDGE BANCORP INC | $318.71万 | 1.40% | 75,794 | 0 | 0.0% | — | 不变 |
| INMD | INMODE LTD | $328.95万 | 1.45% | 225,000 | 225,000 | — | $328.95万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $340.40万 | 1.50% | 65,000 | 65,000 | — | $340.40万 | 新建仓 |
| MNRO | MONRO INC | $342.20万 | 1.50% | 200,000 | 200,000 | — | $342.20万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $347.80万 | 1.53% | 200,000 | 200,000 | — | $347.80万 | 新建仓 |
| IMAX | IMAX CORP | $438.46万 | 1.93% | 110,000 | 110,000 | — | $438.46万 | 新建仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $659.40万 | 2.90% | 1,400,000 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $772.05万 | 3.39% | 75,000 | -25,000 | -25.0% | -$257.35万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $793.50万 | 3.49% | 500,000 | 500,000 | — | $793.50万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $958.50万 | 4.21% | 750,000 | 350,000 | 87.5% | $447.30万 | 加仓 |
| PRCH | PORCH GROUP INC | $1,007.68万 | 4.43% | 670,000 | 20,000 | 3.1% | $30.08万 | 加仓 |
| CLSK | CLEANSPARK INC | $1,091.25万 | 4.80% | 750,000 | -800,000 | -51.6% | -$1,164.00万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1,919.25万 | 8.44% | 750,000 | -100,000 | -11.8% | -$255.90万 | 减仓 |
| HUT | HUT 8 CORP | $1,962.57万 | 8.63% | 170,000 | -10,000 | -5.6% | -$115.44万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $2,050.50万 | 9.02% | 750,000 | 700,000 | 1,400.0% | $1,913.80万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,131.50万 | 9.37% | 210,000 | 130,000 | 162.5% | $1,319.50万 | 加仓 |
| WULF | TERAWULF INC | $3,705.00万 | 16.29% | 1,500,000 | -75,000 | -4.8% | -$185.25万 | 减仓 |