Vennlight Capital Management, LP
WESTON CT · SEC CIK 0002013462
$1.49亿2026Q2 申报市值
32持仓数
48.0%前十大占比 · 第一大 5.4%
17 / 6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
PPL 新建仓+$786.36万
AEP 新建仓+$651.22万
BW 新建仓+$611.97万
DTE 新建仓+$600.34万
MGEE 新建仓+$559.24万
2026Q2 卖出最多 按季末市值估算
DGXX 减仓-$1,064.47万
XEL 重新持有-$1,000.05万
MWH 减仓-$689.43万
FER 减仓-$578.31万
CLSK 清仓-$548.78万
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 |
|---|---|---|---|---|---|---|---|---|
| BKV | BKV CORP | $802.69万 | 5.38% | 293,382 | 58,019 | 24.7% | $158.74万 | 加仓 |
| FER | FERROVIAL NV | $797.01万 | 5.34% | 116,166 | -84,289 | -42.0% | -$578.31万 | 减仓 |
| PAM | PAMPA ENERGIA SA | $791.87万 | 5.31% | 96,417 | -9,546 | -9.0% | -$78.40万 | 减仓 |
| PPL | PPL CORP | $786.36万 | 5.27% | 216,329 | 216,329 | — | $786.36万 | 新建仓 |
| HTO | H2O AMERICA | $782.95万 | 5.25% | 128,839 | -33,378 | -20.6% | -$202.84万 | 减仓 |
| TGS | TRANSPORTADORA DE GAS DEL SU | $677.27万 | 4.54% | 227,806 | -46,243 | -16.9% | -$137.48万 | 减仓 |
| IREN | IREN LIMITED | $654.59万 | 4.39% | 143,142 | 90,393 | 171.4% | $413.37万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $651.22万 | 4.37% | 47,600 | 47,600 | — | $651.22万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $611.97万 | 4.10% | 434,022 | 434,022 | — | $611.97万 | 新建仓 |
| DTE | DTE ENERGY CO | $600.34万 | 4.02% | 39,400 | 39,400 | — | $600.34万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $578.97万 | 3.88% | 155,219 | 79,182 | 104.1% | $295.35万 | 重新持有 |
| MGEE | MGE ENERGY INC | $559.24万 | 3.75% | 68,585 | 68,585 | — | $559.24万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $532.03万 | 3.57% | 46,320 | 1,320 | 2.9% | $15.16万 | 加仓 |
| DGXX | DIGI PWR X INC | $526.61万 | 3.53% | 966,252 | -1,953,152 | -66.9% | -$1,064.47万 | 减仓 |
| PCG | PG&E CORP | $525.03万 | 3.52% | 312,149 | 192,849 | 161.7% | $324.37万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $495.74万 | 3.32% | 181,323 | -46,566 | -20.4% | -$127.31万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $434.74万 | 2.91% | 127,191 | 127,191 | — | $434.74万 | 新建仓 |
| BTBT | BIT DIGITAL INC | $427.91万 | 2.87% | 2,377,251 | 2,377,251 | — | $427.91万 | 新建仓 |
| MDU | MDU RES GROUP INC | $390.61万 | 2.62% | 184,163 | 184,163 | — | $390.61万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $326.78万 | 2.19% | 9,760 | 9,760 | — | $326.78万 | 新建仓 |
| INIO | INNIO NV | $281.60万 | 1.89% | 71,200 | 71,200 | — | $281.60万 | 新建仓 |
| FRMI | FERMI INC | $279.31万 | 1.87% | 304,920 | 304,920 | — | $279.31万 | 新建仓 |
| XE | X-ENERGY INC | $273.28万 | 1.83% | 148,843 | 148,843 | — | $273.28万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $268.12万 | 1.80% | 104,774 | 104,774 | — | $268.12万 | 新建仓 |
| IMSR | TERRESTRIAL ENERGY INC | $249.93万 | 1.68% | 353,010 | -222,489 | -38.7% | -$157.52万 | 减仓 |
| MWH | SOLV ENERGY INC | $239.51万 | 1.61% | 70,342 | -202,476 | -74.2% | -$689.43万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $237.83万 | 1.59% | 48,300 | -7,148 | -12.9% | -$35.20万 | 减仓 |
| CAAP | CORPORACION AMER ARPTS S A | $237.04万 | 1.59% | 94,140 | 94,140 | — | $237.04万 | 新建仓 |
| BLSH | BULLISH | $234.37万 | 1.57% | 100,029 | 100,029 | — | $234.37万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $232.51万 | 1.56% | 88,779 | 88,779 | — | $232.51万 | 新建仓 |
| XEL | XCEL ENERGY INC | $222.43万 | 1.49% | 27,700 | -124,539 | -81.8% | -$1,000.05万 | 重新持有 |
| PUMP | PROPETRO HLDG CORP | $208.93万 | 1.40% | 145,700 | 145,700 | — | $208.93万 | 新建仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -644,865 | -100.0% | -$548.78万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -258,133 | -100.0% | -$372.49万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -69,001 | -100.0% | -$323.68万 | 清仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $0 | 0.00% | 0 | -360,442 | -100.0% | -$311.78万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -40,500 | -100.0% | -$280.58万 | 清仓 |
| — | TERRA INNOVATUM GLOBAL NV | $0 | 0.00% | 0 | -306,833 | -100.0% | -$142.37万 | 清仓 |