Orion Resource Partners LP
NEW YORK NY · SEC CIK 0002032200
$2.19亿2026Q2 申报市值
24持仓数
77.5%前十大占比 · 第一大 33.7%
11 / 8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
VERSAMET ROYALTI 新建仓+$1,263.77万
CGAU 新建仓+$780.72万
TECK 新建仓+$669.16万
PDS 新建仓+$480.57万
FLR 新建仓+$478.49万
2026Q2 卖出最多 按季末市值估算
IAUX 清仓-$1,900.96万
AU 清仓-$790.46万
IAG 清仓-$732.86万
SSRM 清仓-$475.19万
STLD 减仓-$409.93万
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 |
|---|---|---|---|---|---|---|---|---|
| SKE | SKEENA RES LTD NEW | $7,390.51万 | 33.68% | 2,775,640 | 0 | 0.0% | — | 不变 |
| SLSR | SOLARIS RES INC | $2,262.60万 | 10.31% | 2,700,000 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $1,781.43万 | 8.12% | 4,181,766 | 0 | 0.0% | — | 不变 |
| — | VERSAMET ROYALTIES CORP | $1,263.77万 | 5.76% | 1,027,453 | 1,027,453 | — | $1,263.77万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,006.45万 | 4.59% | 135,933 | 8,554 | 6.7% | $63.33万 | 加仓 |
| CCJ | CAMECO CORP | $797.07万 | 3.63% | 78,252 | 46,874 | 149.4% | $477.46万 | 加仓 |
| CGAU | CENTERRA GOLD INC | $780.72万 | 3.56% | 492,816 | 492,816 | — | $780.72万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $669.16万 | 3.05% | 112,539 | 112,539 | — | $669.16万 | 新建仓 |
| SVM | SILVERCORP METALS INC | $564.09万 | 2.57% | 557,663 | -104,307 | -15.8% | -$105.51万 | 减仓 |
| PDS | PRECISION DRILLING CORP | $480.57万 | 2.19% | 62,689 | 62,689 | — | $480.57万 | 新建仓 |
| FLR | FLUOR CORP | $478.49万 | 2.18% | 91,333 | 91,333 | — | $478.49万 | 新建仓 |
| MEOH | METHANEX CORP | $445.52万 | 2.03% | 96,548 | 4,441 | 4.8% | $20.49万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $440.56万 | 2.01% | 40,695 | 40,695 | — | $440.56万 | 新建仓 |
| EGO | ELDORADO GOLD CORP NEW | $438.75万 | 2.00% | 141,112 | 30,504 | 27.6% | $94.84万 | 重新持有 |
| DNN | DENISON MINES CORP | $429.02万 | 1.96% | 1,400,127 | 1,400,127 | — | $429.02万 | 新建仓 |
| OGC | OCEANAGOLD CORP | $417.10万 | 1.90% | 166,563 | 166,563 | — | $417.10万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $407.31万 | 1.86% | 64,765 | -128 | -0.2% | -$8,050 | 减仓 |
| HBM | HUDBAY MINERALS INC | $403.25万 | 1.84% | 170,937 | 170,937 | — | $403.25万 | 新建仓 |
| CENX | CENTURY ALUM CO | $385.42万 | 1.76% | 83,768 | 14,931 | 21.7% | $68.70万 | 加仓 |
| LAR | LITHIUM ARGENTINA AG | $328.10万 | 1.50% | 396,732 | 175,415 | 79.3% | $145.07万 | 加仓 |
| MOS | MOSAIC CO | $207.28万 | 0.94% | 97,820 | 97,820 | — | $207.28万 | 新建仓 |
| FNV | FRANCO NEV CORP | $195.47万 | 0.89% | 9,377 | -5,456 | -36.8% | -$113.73万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $194.70万 | 0.89% | 8,485 | -17,865 | -67.8% | -$409.93万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $176.32万 | 0.80% | 187,926 | 187,926 | — | $176.32万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $0 | 0.00% | 0 | -12,537,281 | -100.0% | -$1,900.96万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -81,189 | -100.0% | -$790.46万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -389,851 | -100.0% | -$732.86万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -161,838 | -100.0% | -$475.19万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | -211,493 | -100.0% | -$305.33万 | 清仓 |
| NEWP | NEW PAC METALS CORP | $0 | 0.00% | 0 | -616,769 | -100.0% | -$255.73万 | 清仓 |
| — | GRAFTECH INTL LTD SR NT | $0 | 0.00% | 0 | -245,668 | -100.0% | -$166.56万 | 清仓 |
| PPTA | PERPETUA RESOURCES CORP | $0 | 0.00% | 0 | -56,935 | -100.0% | -$160.10万 | 清仓 |