PEREGRINE INVESTMENT MANAGEMENT INC
TORONTO A6 · SEC CIK 0002053303
$2.35亿2026Q2 申报市值
26持仓数
50.2%前十大占比 · 第一大 7.4%
11 / 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
MU 新建仓+$1,731.43万
AMD 新建仓+$1,394.18万
ARM 新建仓+$1,063.71万
SE 新建仓+$958.30万
TXN 新建仓+$953.82万
2026Q2 卖出最多 按季末市值估算
NFLX 清仓-$865.35万
XMTR 减仓-$763.47万
AVAV 清仓-$732.20万
BEAM 减仓-$652.25万
MCHP 清仓-$549.18万
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 |
|---|---|---|---|---|---|---|---|---|
| MU | Micron Technology Inc. | $1,731.43万 | 7.38% | 15,000 | 15,000 | — | $1,731.43万 | 新建仓 |
| AMD | Advanced Micro Devices Inc. | $1,394.18万 | 5.94% | 24,000 | 24,000 | — | $1,394.18万 | 新建仓 |
| XMTR | Xometry Inc. | $1,312.67万 | 5.59% | 136,000 | -79,100 | -36.8% | -$763.47万 | 减仓 |
| LPTH | LightPath Technologies Inc. | $1,079.10万 | 4.60% | 660,000 | 260,000 | 65.0% | $425.10万 | 加仓 |
| SITM | SiTime Corp. | $1,075.10万 | 4.58% | 14,420 | -6,000 | -29.4% | -$447.34万 | 减仓 |
| LSCC | Lattice Semiconductor Corp. | $1,066.44万 | 4.54% | 69,720 | 0 | 0.0% | — | 不变 |
| ARM | ARM Holdings PLC | $1,063.71万 | 4.53% | 30,000 | 30,000 | — | $1,063.71万 | 新建仓 |
| AMZN | Amazon.com Inc. | $1,018.67万 | 4.34% | 42,740 | 0 | 0.0% | — | 不变 |
| TKR | The Timken Co. | $1,017.24万 | 4.33% | 70,000 | 0 | 0.0% | — | 不变 |
| PI | Impinj Inc. | $1,017.08万 | 4.33% | 71,010 | 518 | 0.7% | $7.42万 | 加仓 |
| SE | Sea Ltd | $958.30万 | 4.08% | 100,000 | 100,000 | — | $958.30万 | 新建仓 |
| TXN | Texas Instruments Inc. | $953.82万 | 4.06% | 32,000 | 32,000 | — | $953.82万 | 新建仓 |
| AVGO | Broadcom Inc. | $942.86万 | 4.02% | 24,960 | 0 | 0.0% | — | 不变 |
| GE | General Electric Co. | $941.05万 | 4.01% | 25,180 | 180 | 0.7% | $6.73万 | 加仓 |
| DRAM | Roundhill Memory ETF | $923.12万 | 3.93% | 125,000 | 125,000 | — | $923.12万 | 新建仓 |
| RKT | Rocket Cos Inc. | $905.62万 | 3.86% | 575,000 | 575,000 | — | $905.62万 | 新建仓 |
| ANET | Arista Networks Inc. | $849.40万 | 3.62% | 50,000 | 50,000 | — | $849.40万 | 新建仓 |
| NVDA | NVIDIA Corp. | $818.17万 | 3.49% | 40,890 | 10,000 | 32.4% | $200.09万 | 加仓 |
| META | Meta Platforms Inc. | $775.65万 | 3.30% | 13,770 | 0 | 0.0% | — | 不变 |
| FROG | JFrog Ltd | $727.04万 | 3.10% | 80,000 | 80,000 | — | $727.04万 | 新建仓 |
| MDB | MongoDB Inc. | $685.24万 | 2.92% | 20,400 | 10,000 | 96.2% | $335.90万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $596.09万 | 2.54% | 16,680 | 0 | 0.0% | — | 不变 |
| EVR | Evercore Partners Inc. | $587.62万 | 2.50% | 17,210 | -4,000 | -18.9% | -$136.58万 | 减仓 |
| SPHR | Sphere Entertainment Co. | $519.09万 | 2.21% | 30,000 | 30,000 | — | $519.09万 | 新建仓 |
| MTN | Vail Resorts Inc. | $272.30万 | 1.16% | 20,000 | 20,000 | — | $272.30万 | 新建仓 |
| BEAM | Beam Therapeutics Inc. | $240.24万 | 1.02% | 70,000 | -190,050 | -73.1% | -$652.25万 | 减仓 |
| NFLX | Netflix Inc. | $0 | 0.00% | 0 | -90,000 | -100.0% | -$865.35万 | 清仓 |
| AVAV | Aerovironment Inc. | $0 | 0.00% | 0 | -40,000 | -100.0% | -$732.20万 | 清仓 |
| MCHP | Microchip Technology Inc. | $0 | 0.00% | 0 | -85,000 | -100.0% | -$549.18万 | 清仓 |
| CRDO | Credo Technology Group Holding Ltd | $0 | 0.00% | 0 | -44,170 | -100.0% | -$414.62万 | 清仓 |
| DDOG | Datadog Inc. | $0 | 0.00% | 0 | -35,000 | -100.0% | -$413.18万 | 清仓 |