Mudita Advisors LLP
London X0 · SEC CIK 0001907809
$4.81亿2026Q2 申报市值
24持仓数
82.6%前十大占比 · 第一大 30.6%
1 / 5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
TGB 新建仓+$1,412.61万
CNR 加仓+$200.05万
ASIX 加仓+$174.31万
HGV 加仓+$157.11万
FLUT 加仓+$51.04万
2026Q2 卖出最多 按季末市值估算
EXE 清仓-$1,357.98万
TASEKO MINES LTD 清仓-$1,324.32万
BG 清仓-$981.98万
SSL 清仓-$787.09万
ZM 清仓-$633.47万
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 |
|---|---|---|---|---|---|---|---|---|
| HGV | HILTON GRAND VACATIONS INC | $1.47亿 | 30.58% | 2,808,706 | 30,000 | 1.1% | $157.11万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $6,204.60万 | 12.90% | 723,063 | -41,500 | -5.4% | -$356.11万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $4,522.53万 | 9.40% | 945,938 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $3,764.66万 | 7.83% | 2,375,300 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $2,320.48万 | 4.82% | 424,841 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2,102.85万 | 4.37% | 532,366 | 0 | 0.0% | — | 不变 |
| APPN | APPIAN CORP | $1,922.23万 | 4.00% | 839,400 | 0 | 0.0% | — | 不变 |
| TGB | TREKOR METALS LTD | $1,412.61万 | 2.94% | 2,053,209 | 2,053,209 | — | $1,412.61万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $1,412.18万 | 2.94% | 174,000 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $1,362.88万 | 2.83% | 449,204 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $1,355.54万 | 2.82% | 169,400 | 25,000 | 17.3% | $200.05万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $1,245.09万 | 2.59% | 121,976 | 5,000 | 4.3% | $51.04万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $1,062.95万 | 2.21% | 760,877 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $773.62万 | 1.61% | 790,319 | -527,281 | -40.0% | -$516.14万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $749.36万 | 1.56% | 317,389 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $570.16万 | 1.19% | 14,000 | 0 | 0.0% | — | 不变 |
| VBNK | VERSABANK NEW | $470.99万 | 0.98% | 202,925 | 0 | 0.0% | — | 不变 |
| — | NACCO INDS INC | $463.06万 | 0.96% | 92,520 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC | $414.59万 | 0.86% | 3,370,689 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $411.78万 | 0.86% | 174,335 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $338.93万 | 0.70% | 170,490 | 87,683 | 105.9% | $174.31万 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $270.60万 | 0.56% | 1,100,000 | 0 | 0.0% | — | 不变 |
| AAUC | ALLIED GOLD CORP | $202.52万 | 0.42% | 85,234 | -75,000 | -46.8% | -$178.21万 | 减仓 |
| B | BARRICK MNG CORP | $41.14万 | 0.09% | 11,200 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -123,700 | -100.0% | -$1,357.98万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -2,053,209 | -100.0% | -$1,324.32万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -77,200 | -100.0% | -$981.98万 | 清仓 |
| SSL | SASOL LTD | $0 | 0.00% | 0 | -607,325 | -100.0% | -$787.09万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -78,800 | -100.0% | -$633.47万 | 清仓 |