O'Connor Alternative Investments LLC
NEW YORK NY · SEC CIK 0002081629
$13.71亿2026Q2 申报市值
156持仓数
74.2%前十大占比 · 第一大 43.7%
65 / 43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
CHART INDS 加仓+$1.77亿
TOPBUILD C 新建仓+$1.70亿
SUPER MICR 新建仓+$2,817.10万
ALPHABET I 新建仓+$2,257.20万
NET 加仓+$2,123.55万
2026Q2 卖出最多 按季末市值估算
HOLOGIC IN 清仓-$2.36亿
AIR LEASE 清仓-$1.86亿
CLEARWATER 清仓-$1.52亿
AMICUS THE 清仓-$1.22亿
SEALED AIR 清仓-$9,312.32万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CHART INDS | $5.99亿 | 43.68% | 2,865,147 | 846,804 | 42.0% | $1.77亿 | 加仓 |
| — | TOPBUILD C | $1.70亿 | 12.42% | 480,292 | 480,292 | — | $1.70亿 | 新建仓 |
| NET | CLOUDFLARE | $4,890.60万 | 3.57% | 38,000,000 | 16,500,000 | 76.7% | $2,123.55万 | 加仓 |
| SNOW | SNOWFLAKE | $3,718.26万 | 2.71% | 21,000,000 | -4,000,000 | -16.0% | -$708.24万 | 减仓 |
| ON | ON SEMICON | $3,018.00万 | 2.20% | 25,000,000 | 5,000,000 | 25.0% | $603.60万 | 加仓 |
| AKAM | AKAMAI TEC | $2,981.00万 | 2.17% | 25,000,000 | 10,000,000 | 66.7% | $1,192.40万 | 加仓 |
| GOOG | ALPHABET I | $2,827.35万 | 2.06% | 80,020 | 29,770 | 59.2% | $1,051.86万 | 加仓 |
| — | SUPER MICR | $2,817.10万 | 2.06% | 550,000 | 550,000 | — | $2,817.10万 | 新建仓 |
| KLAR | KLARNA GRO | $2,281.39万 | 1.66% | 1,127,170 | 0 | 0.0% | — | 不变 |
| — | ALPHABET I | $2,257.20万 | 1.65% | 450,000 | 450,000 | — | $2,257.20万 | 新建仓 |
| GME | GAMESTOP C | $2,046.80万 | 1.49% | 20,000,000 | 20,000,000 | — | $2,046.80万 | 新建仓 |
| — | LIVE NATIO | $1,782.20万 | 1.30% | 10,000,000 | -5,000,000 | -33.3% | -$891.10万 | 减仓 |
| DASH | DOORDASH I | $1,478.55万 | 1.08% | 15,000,000 | 15,000,000 | — | $1,478.55万 | 新建仓 |
| AKAM | AKAMAI TEC | $1,461.40万 | 1.07% | 10,000,000 | 10,000,000 | — | $1,461.40万 | 新建仓 |
| Z | ZILLOW GRO | $1,042.04万 | 0.76% | 330,595 | 222,665 | 206.3% | $701.84万 | 加仓 |
| HALO | HALOZYME T | $1,021.51万 | 0.75% | 7,000,000 | 7,000,000 | — | $1,021.51万 | 新建仓 |
| — | ORACLE COR | $898.20万 | 0.66% | 200,000 | 200,000 | — | $898.20万 | 新建仓 |
| NWSA | NEWS CORP | $864.13万 | 0.63% | 348,019 | 348,019 | — | $864.13万 | 新建仓 |
| JENA | JENA ACQUI | $725.20万 | 0.53% | 700,000 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $706.85万 | 0.52% | 150,908 | 13,128 | 9.5% | $61.49万 | 加仓 |
| HEI/A | HEICO CORP | $609.05万 | 0.44% | 23,615 | 23,615 | — | $609.05万 | 新建仓 |
| EGHA | EGH ACQUIS | $515.00万 | 0.38% | 500,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMIT | $508.97万 | 0.37% | 111,300 | 111,300 | — | $508.97万 | 新建仓 |
| GHXIU | GORES HOLD | $507.00万 | 0.37% | 500,000 | 500,000 | — | $507.00万 | 新建仓 |
| OIM | ONEIM ACQU | $504.00万 | 0.37% | 500,000 | 0 | 0.0% | — | 不变 |
| GTEN | GORES HLDG | $495.21万 | 0.36% | 474,796 | -145 | -0.0% | -$1,512 | 减仓 |
| RIVN | RIVIAN AUT | $484.06万 | 0.35% | 279,000 | 279,000 | — | $484.06万 | 新建仓 |
| CEPV | CANTOR EQU | $464.06万 | 0.34% | 450,000 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED E | $441.85万 | 0.32% | 11,850 | 11,850 | — | $441.85万 | 新建仓 |
| LBTYK | LIBERTY GL | $441.78万 | 0.32% | 401,616 | 215,516 | 115.8% | $237.07万 | 加仓 |
| — | AGRICULTUR | $438.71万 | 0.32% | 384,160 | 0 | 0.0% | — | 不变 |
| BLZR | TRAILBLAZE | $404.80万 | 0.30% | 400,000 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $395.46万 | 0.29% | 193,000 | 193,000 | — | $395.46万 | 新建仓 |
| RBRK | RUBRIK INC | $350.02万 | 0.26% | 43,600 | 43,600 | — | $350.02万 | 新建仓 |
| NRG | NRG ENERGY | $321.33万 | 0.23% | 22,000 | 22,000 | — | $321.33万 | 新建仓 |
| OACC | OAKTREE AC | $321.30万 | 0.23% | 300,000 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTE | $311.12万 | 0.23% | 246,728 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN | $306.52万 | 0.22% | 145,200 | 0 | 0.0% | — | 不变 |
| GCGR | GENERAL CA | $302.70万 | 0.22% | 300,000 | 300,000 | — | $302.70万 | 新建仓 |
| UAA | UNDER ARMO | $280.23万 | 0.20% | 438,543 | 38,543 | 9.6% | $24.63万 | 加仓 |
| SVCC | STELLAR V | $263.00万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| CCAQ | COLLECTIVE | $260.75万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| NPAC | NEW PROVID | $259.50万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| TVAI | THAYER VEN | $258.50万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| BLUW | BLUE WTR A | $257.75万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| TLNC | TALON CAP | $257.50万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| SOCA | SOLARIUS C | $257.00万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| OBA | OXLEY BRID | $256.00万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIE | $255.61万 | 0.19% | 16,570 | 16,570 | — | $255.61万 | 新建仓 |
| ARKK | ARK ETF TR | $255.39万 | 0.19% | 31,600 | 31,600 | — | $255.39万 | 新建仓 |
| PACH | PIONEER AC | $255.25万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| HVMC | HIGHVIEW M | $253.75万 | 0.19% | 250,000 | 0 | 0.0% | — | 不变 |
| KOYN | CSLM DIGIT | $253.50万 | 0.18% | 250,000 | 0 | 0.0% | — | 不变 |
| MBVI | M3-BRIGADE | $253.25万 | 0.18% | 250,000 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $251.12万 | 0.18% | 73,600 | 73,600 | — | $251.12万 | 新建仓 |
| EWJ | ISHARES IN | $249.03万 | 0.18% | 26,700 | 26,700 | — | $249.03万 | 新建仓 |
| WLCOU | WILCO 63 C | $248.75万 | 0.18% | 250,000 | 250,000 | — | $248.75万 | 新建仓 |
| QADR | QDRO ACQUI | $247.75万 | 0.18% | 250,000 | 250,000 | — | $247.75万 | 新建仓 |
| IHI | ISHARES TR | $247.05万 | 0.18% | 50,000 | 50,000 | — | $247.05万 | 新建仓 |
| TAN | INVESCO EX | $246.66万 | 0.18% | 41,700 | 41,700 | — | $246.66万 | 新建仓 |
| XLB | SELECT SEC | $246.53万 | 0.18% | 48,500 | 48,500 | — | $246.53万 | 新建仓 |
| KEYY | KEYSTONE A | $246.50万 | 0.18% | 250,000 | 250,000 | — | $246.50万 | 新建仓 |
| RNGT | RANGE CAP | $226.80万 | 0.17% | 225,000 | 0 | 0.0% | — | 不变 |
| BEAG | BOLD EAGLE | $213.60万 | 0.16% | 200,000 | -19,217 | -8.8% | -$20.52万 | 减仓 |
| GSHR | GESHER ACQ | $209.00万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| CCII | COHEN CIRC | $206.00万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| CRAQ | CAL REDWOO | $206.00万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| LWAC | LIGHTWAVE | $205.00万 | 0.15% | 200,000 | 200,000 | — | $205.00万 | 新建仓 |
| FVAV | FORTRESS V | $203.00万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| BIDWU | TRIBECA ST | $199.00万 | 0.15% | 200,000 | 200,000 | — | $199.00万 | 新建仓 |
| CEPF | CANTOR EQU | $181.55万 | 0.13% | 174,570 | 0 | 0.0% | — | 不变 |
| AXIN | AXIOM INTE | $180.95万 | 0.13% | 175,000 | 0 | 0.0% | — | 不变 |
| OTGA | OTG ACQUIS | $177.80万 | 0.13% | 175,000 | 0 | 0.0% | — | 不变 |
| — | ARTIUS II | $167.68万 | 0.12% | 160,000 | 0 | 0.0% | — | 不变 |
| POLE | ANDRETTI A | $161.25万 | 0.12% | 150,000 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENE | $160.19万 | 0.12% | 76,100 | 76,100 | — | $160.19万 | 新建仓 |
| BACC | BLUE ACQUI | $159.00万 | 0.12% | 150,000 | -50,000 | -25.0% | -$53.00万 | 减仓 |
| QTUM | ETF SER SO | $158.76万 | 0.12% | 9,600 | 9,600 | — | $158.76万 | 新建仓 |
| GEHC | GE HEALTHC | $158.13万 | 0.12% | 24,704 | 24,704 | — | $158.13万 | 新建仓 |
| — | ARMADA ACQ | $156.30万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| SOUL | SOULPOWER | $155.25万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| FCRS | FUTURECRES | $154.50万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| NSTR | VIKING ACQ | $153.30万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| PAII | PYROPHYTE | $153.00万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| EVAC | EQV VENTUR | $152.70万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| — | AA MISSION | $152.40万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX | $151.78万 | 0.11% | 22,100 | 22,100 | — | $151.78万 | 新建仓 |
| SAC | SAFEGUARD | $150.90万 | 0.11% | 150,000 | 150,000 | — | $150.90万 | 新建仓 |
| SPGI | S&P GLOBAL | $150.69万 | 0.11% | 3,700 | 3,700 | — | $150.69万 | 新建仓 |
| ABT | ABBOTT LAB | $149.72万 | 0.11% | 16,500 | 16,500 | — | $149.72万 | 新建仓 |
| CL | COLGATE PA | $149.44万 | 0.11% | 16,300 | 16,300 | — | $149.44万 | 新建仓 |
| GILD | GILEAD SCI | $149.08万 | 0.11% | 11,800 | 11,800 | — | $149.08万 | 新建仓 |
| MIR | MIRION TEC | $147.74万 | 0.11% | 82,400 | 82,400 | — | $147.74万 | 新建仓 |
| UTHR | UNITED THE | $146.29万 | 0.11% | 2,700 | 2,700 | — | $146.29万 | 新建仓 |
| VST | VISTRA COR | $145.94万 | 0.11% | 9,200 | 9,200 | — | $145.94万 | 新建仓 |
| AIG | AMERICAN I | $143.84万 | 0.10% | 19,300 | 19,300 | — | $143.84万 | 新建仓 |
| PEP | PEPSICO IN | $143.52万 | 0.10% | 10,600 | 10,600 | — | $143.52万 | 新建仓 |
| CRH | CRH PLC | $142.31万 | 0.10% | 13,300 | 13,300 | — | $142.31万 | 新建仓 |
| — | CHENGHE AC | $127.00万 | 0.09% | 125,000 | 0 | 0.0% | — | 不变 |
| LATA | GALATA ACQ | $126.25万 | 0.09% | 125,000 | 0 | 0.0% | — | 不变 |