Delta Global Management LP
New York NY · SEC CIK 0001992724
$9.22亿2026Q2 申报市值
149持仓数
33.7%前十大占比 · 第一大 5.4%
53 / 71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
ROST 加仓+$2,663.67万
STX 加仓+$2,642.36万
MS 新建仓+$1,996.77万
V 加仓+$1,996.51万
NOW 新建仓+$1,740.62万
2026Q2 卖出最多 按季末市值估算
SCHW 清仓-$5,013.77万
SNDK 减仓-$4,999.93万
C 减仓-$4,145.92万
PANW 减仓-$3,711.87万
SPOT 清仓-$3,480.64万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $141.20万 | 0.15% | 3,357 | 41 | 1.2% | $1.72万 | 加仓 |
| AME | AMETEK INC | $136.55万 | 0.15% | 5,644 | -6,343 | -52.9% | -$153.46万 | 重新持有 |
| NVR | NVR INC | $135.59万 | 0.15% | 199 | -106 | -34.8% | -$72.22万 | 减仓 |
| OKTA | OKTA INC | $133.78万 | 0.15% | 9,804 | 9,804 | — | $133.78万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $121.59万 | 0.13% | 14,982 | 14,982 | — | $121.59万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $95.44万 | 0.10% | 31,623 | 31,623 | — | $95.44万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $78.50万 | 0.09% | 5,738 | -13,164 | -69.6% | -$180.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $78.25万 | 0.08% | 461 | 154 | 50.2% | $26.14万 | 加仓 |
| MCD | MCDONALDS CORP | $74.36万 | 0.08% | 2,751 | -388 | -12.4% | -$10.49万 | 减仓 |
| NKE | NIKE INC | $73.87万 | 0.08% | 17,994 | -19,211 | -51.6% | -$78.86万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $73.53万 | 0.08% | 7,197 | -7,129 | -49.8% | -$72.84万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $65.74万 | 0.07% | 2,497 | -8,002 | -76.2% | -$210.66万 | 减仓 |
| TMUS | T-MOBILE US INC | $60.00万 | 0.07% | 3,577 | -7,870 | -68.8% | -$132.00万 | 减仓 |
| SYK | STRYKER CORPORATION | $53.71万 | 0.06% | 1,706 | 1,706 | — | $53.71万 | 新建仓 |
| AAPL | APPLE INC | $49.65万 | 0.05% | 1,716 | 1,716 | — | $49.65万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $46.45万 | 0.05% | 1,349 | -5,635 | -80.7% | -$194.02万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $46.05万 | 0.05% | 5,336 | -30,848 | -85.3% | -$266.25万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $38.69万 | 0.04% | 7,417 | -20,201 | -73.1% | -$105.39万 | 减仓 |
| ACM | AECOM | $38.48万 | 0.04% | 5,513 | -15,670 | -74.0% | -$109.38万 | 减仓 |
| FROG | JFROG LTD | $33.63万 | 0.04% | 3,701 | 3,701 | — | $33.63万 | 新建仓 |
| APH | AMPHENOL CORP | $29.64万 | 0.03% | 1,681 | 1,681 | — | $29.64万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $29.50万 | 0.03% | 3,042 | 3,042 | — | $29.50万 | 新建仓 |
| MDB | MONGODB INC | $29.46万 | 0.03% | 877 | -55,755 | -98.5% | -$1,872.81万 | 减仓 |
| APPF | APPFOLIO INC | $29.26万 | 0.03% | 1,825 | 1,825 | — | $29.26万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $28.73万 | 0.03% | 7,945 | 7,945 | — | $28.73万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $28.08万 | 0.03% | 235 | -3,667 | -94.0% | -$438.13万 | 减仓 |
| CGNX | COGNEX CORP | $27.50万 | 0.03% | 3,797 | 3,797 | — | $27.50万 | 新建仓 |
| IOT | SAMSARA INC | $27.26万 | 0.03% | 8,406 | 8,406 | — | $27.26万 | 新建仓 |
| FFIV | F5 INC | $27.12万 | 0.03% | 652 | 652 | — | $27.12万 | 新建仓 |
| TRMB | TRIMBLE INC | $26.69万 | 0.03% | 5,214 | 5,214 | — | $26.69万 | 新建仓 |
| NTSK | NETSKOPE INC | $26.50万 | 0.03% | 24,227 | 24,227 | — | $26.50万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $26.33万 | 0.03% | 1,622 | 1,622 | — | $26.33万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $26.28万 | 0.03% | 2,086 | 2,086 | — | $26.28万 | 新建仓 |
| AVT | AVNET INC | $25.54万 | 0.03% | 2,876 | 2,876 | — | $25.54万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $25.22万 | 0.03% | 1,153 | 1,153 | — | $25.22万 | 新建仓 |
| CTAS | CINTAS CORP | $24.83万 | 0.03% | 1,460 | 1,460 | — | $24.83万 | 新建仓 |
| KBR | KBR INC | $24.70万 | 0.03% | 7,153 | 7,153 | — | $24.70万 | 新建仓 |
| MIR | MIRION TECHNOLOGIES INC | $24.52万 | 0.03% | 13,676 | 13,676 | — | $24.52万 | 新建仓 |
| PI | IMPINJ INC | $23.72万 | 0.03% | 1,656 | 1,656 | — | $23.72万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $23.61万 | 0.03% | 1,171 | 1,171 | — | $23.61万 | 新建仓 |
| UI | UBIQUITI INC | $22.86万 | 0.02% | 428 | 428 | — | $22.86万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $22.74万 | 0.02% | 2,175 | 2,175 | — | $22.74万 | 新建仓 |
| CRWV | COREWEAVE INC | $22.71万 | 0.02% | 2,282 | -71,886 | -96.9% | -$715.55万 | 重新持有 |
| BCO | BRINKS CO | $22.71万 | 0.02% | 2,403 | 2,403 | — | $22.71万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $22.27万 | 0.02% | 8,612 | 8,612 | — | $22.27万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.92万 | 0.02% | 1,879 | 1,879 | — | $21.92万 | 新建仓 |
| MMS | MAXIMUS INC | $21.70万 | 0.02% | 4,037 | 4,037 | — | $21.70万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.14万 | 0.02% | 1,956 | 1,956 | — | $20.14万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $9.51万 | 0.01% | 25,222 | 25,222 | — | $9.51万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -533,493 | -100.0% | -$5,013.77万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -71,779 | -100.0% | -$3,480.64万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -162,899 | -100.0% | -$2,840.96万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -787,194 | -100.0% | -$2,519.81万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -67,771 | -100.0% | -$2,431.56万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -98,864 | -100.0% | -$1,484.44万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -25,733 | -100.0% | -$1,472.26万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -981,153 | -100.0% | -$1,398.14万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -265,781 | -100.0% | -$1,346.45万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -37,476 | -100.0% | -$1,031.26万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -70,523 | -100.0% | -$832.52万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -620,562 | -100.0% | -$506.38万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -80,750 | -100.0% | -$485.95万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -25,115 | -100.0% | -$468.82万 | 清仓 |
| GME | GAMESTOP CORP | $0 | 0.00% | 0 | -149,669 | -100.0% | -$344.84万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -104,584 | -100.0% | -$282.38万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -27,068 | -100.0% | -$268.11万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -2,592 | -100.0% | -$254.08万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -60,580 | -100.0% | -$252.32万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -35,006 | -100.0% | -$251.20万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -22,792 | -100.0% | -$250.21万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -67,367 | -100.0% | -$249.33万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -4,969 | -100.0% | -$246.34万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -12,202 | -100.0% | -$246.05万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -54,419 | -100.0% | -$245.87万 | 清仓 |
| FLR | FLUOR CORP | $0 | 0.00% | 0 | -52,665 | -100.0% | -$245.68万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -57,644 | -100.0% | -$244.64万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -29,995 | -100.0% | -$238.28万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -21,230 | -100.0% | -$231.62万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -14,020 | -100.0% | -$227.74万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -6,344 | -100.0% | -$226.91万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -14,808 | -100.0% | -$225.84万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -668 | -100.0% | -$225.64万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -19,059 | -100.0% | -$225.30万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -5,311 | -100.0% | -$221.33万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -52,536 | -100.0% | -$218.44万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -12,564 | -100.0% | -$216.24万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -14,956 | -100.0% | -$215.05万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -29,436 | -100.0% | -$211.73万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -91,620 | -100.0% | -$208.62万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -45,974 | -100.0% | -$207.94万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -13,576 | -100.0% | -$207.85万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -9,061 | -100.0% | -$203.40万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -4,598 | -100.0% | -$195.27万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -20,232 | -100.0% | -$195.12万 | 清仓 |
| — | ROBINHOOD VENTURES FD I | $0 | 0.00% | 0 | -70,309 | -100.0% | -$186.60万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -21,024 | -100.0% | -$186.00万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -9,151 | -100.0% | -$185.15万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -28,012 | -100.0% | -$175.78万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -5,900 | -100.0% | -$175.37万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -22,135 | -100.0% | -$170.73万 | 清仓 |