Mudita Advisors LLP
London X0 · SEC CIK 0001907809
$4.90亿2026Q1 申报市值
28持仓数
73.8%前十大占比 · 第一大 22.2%
8 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APPN 新建仓+$2,023.79万
CNR 新建仓+$1,512.30万
DAR 加仓+$1,260.76万
BG 新建仓+$981.98万
FLUT 加仓+$826.84万
2026Q1 卖出最多 按季末市值估算
HCC 减仓-$3,369.84万
TASEKO MINES LTD 减仓-$1,506.20万
HBM 减仓-$1,268.27万
AAUC 减仓-$1,001.00万
GROY 清仓-$848.40万
2026Q1 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 | $1.09亿 | 22.18% | 2,778,706 | 171,694 | 6.6% | $671.67万 | 加仓 |
| IAG | IAMGOLD CORP | $4,469.01万 | 9.12% | 2,375,300 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $4,341.19万 | 8.86% | 764,563 | 64,860 | 9.3% | $368.28万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $3,500.92万 | 7.14% | 945,938 | 85,000 | 9.9% | $314.59万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $2,627.64万 | 5.36% | 424,841 | 203,841 | 92.2% | $1,260.76万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2,594.22万 | 5.29% | 532,366 | -104,678 | -16.4% | -$510.10万 | 减仓 |
| — | ORLA MNG LTD NEW | $2,124.76万 | 4.34% | 1,317,600 | -122,400 | -8.5% | -$197.38万 | 减仓 |
| APPN | APPIAN CORP | $2,023.79万 | 4.13% | 839,400 | 839,400 | — | $2,023.79万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $1,995.81万 | 4.07% | 449,204 | 133,261 | 42.2% | $592.08万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $1,620.81万 | 3.31% | 174,000 | -361,765 | -67.5% | -$3,369.84万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,512.30万 | 3.09% | 144,400 | 144,400 | — | $1,512.30万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,357.98万 | 2.77% | 123,700 | 8,600 | 7.5% | $94.41万 | 加仓 |
| — | TASEKO MINES LTD | $1,324.32万 | 2.70% | 2,053,209 | -2,335,192 | -53.2% | -$1,506.20万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $1,192.60万 | 2.43% | 116,976 | 81,100 | 226.1% | $826.84万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $1,150.45万 | 2.35% | 760,877 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $981.98万 | 2.00% | 77,200 | 77,200 | — | $981.98万 | 新建仓 |
| SSL | SASOL LTD | $787.09万 | 1.61% | 607,325 | 607,325 | — | $787.09万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $663.37万 | 1.35% | 317,389 | -606,800 | -65.7% | -$1,268.27万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $633.47万 | 1.29% | 78,800 | 78,800 | — | $633.47万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $595.48万 | 1.22% | 14,000 | 14,000 | — | $595.48万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $532.07万 | 1.09% | 174,335 | 0 | 0.0% | — | 不变 |
| AAUC | ALLIED GOLD CORP | $496.58万 | 1.01% | 160,234 | -323,000 | -66.8% | -$1,001.00万 | 减仓 |
| — | NACCO INDS INC | $480.83万 | 0.98% | 92,520 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $357.50万 | 0.73% | 1,100,000 | 1,100,000 | — | $357.50万 | 新建仓 |
| VBNK | VERSABANK NEW | $287.54万 | 0.59% | 202,925 | 105,334 | 107.9% | $149.26万 | 加仓 |
| — | MAXCYTE INC | $236.79万 | 0.48% | 3,370,689 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $202.05万 | 0.41% | 82,807 | 82,807 | — | $202.05万 | 新建仓 |
| B | BARRICK MNG CORP | $45.68万 | 0.09% | 11,200 | -142,900 | -92.7% | -$582.89万 | 减仓 |
| GROY | GOLD ROYALTY CORP | $0 | 0.00% | 0 | -2,100,000 | -100.0% | -$848.40万 | 清仓 |