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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC IN | $0 | 0.00% | 0 | -3,118,178 | -100.0% | -$2.36亿 | 清仓 |
| — | AIR LEASE | $0 | 0.00% | 0 | -2,860,079 | -100.0% | -$1.86亿 | 清仓 |
| — | CLEARWATER | $0 | 0.00% | 0 | -6,409,535 | -100.0% | -$1.52亿 | 清仓 |
| — | AMICUS THE | $0 | 0.00% | 0 | -8,444,992 | -100.0% | -$1.22亿 | 清仓 |
| — | SEALED AIR | $0 | 0.00% | 0 | -2,214,582 | -100.0% | -$9,312.32万 | 清仓 |
| — | ONESTREAM | $0 | 0.00% | 0 | -3,186,804 | -100.0% | -$7,648.33万 | 清仓 |
| — | MASIMO COR | $0 | 0.00% | 0 | -412,903 | -100.0% | -$7,344.31万 | 清仓 |
| — | ARCELLX IN | $0 | 0.00% | 0 | -450,504 | -100.0% | -$5,172.69万 | 清仓 |
| — | DAY ONE BI | $0 | 0.00% | 0 | -1,867,553 | -100.0% | -$4,004.03万 | 清仓 |
| — | COTERRA EN | $0 | 0.00% | 0 | -1,002,337 | -100.0% | -$3,522.21万 | 清仓 |
| — | DUKE ENERG | $0 | 0.00% | 0 | -25,000,000 | -100.0% | -$2,766.50万 | 清仓 |
| — | CARNIVAL P | $0 | 0.00% | 0 | -982,643 | -100.0% | -$2,532.27万 | 清仓 |
| — | APELLIS PH | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,206.90万 | 清仓 |
| SMH | VANECK ETF | $0 | 0.00% | 0 | -27,500 | -100.0% | -$1,054.35万 | 清仓 |
| RNA | ATRIUM THE | $0 | 0.00% | 0 | -578,011 | -100.0% | -$772.80万 | 清仓 |
| — | KENSINGTON | $0 | 0.00% | 0 | -500,000 | -100.0% | -$502.00万 | 清仓 |
| — | TRG LATIN | $0 | 0.00% | 0 | -350,000 | -100.0% | -$348.25万 | 清仓 |
| — | LIVE OAK A | $0 | 0.00% | 0 | -324,923 | -100.0% | -$337.92万 | 清仓 |
| — | NEWHOLD IN | $0 | 0.00% | 0 | -324,604 | -100.0% | -$337.26万 | 清仓 |
| WDC | WESTERN DI | $0 | 0.00% | 0 | -12,000 | -100.0% | -$324.59万 | 清仓 |
| — | ARMADA ACQ | $0 | 0.00% | 0 | -300,000 | -100.0% | -$299.70万 | 清仓 |
| — | CLEARWAY E | $0 | 0.00% | 0 | -75,000 | -100.0% | -$293.77万 | 清仓 |
| — | GP-ACT III | $0 | 0.00% | 0 | -250,000 | -100.0% | -$271.00万 | 清仓 |
| — | CARTESIAN | $0 | 0.00% | 0 | -250,000 | -100.0% | -$256.25万 | 清仓 |
| — | QDRO ACQUI | $0 | 0.00% | 0 | -250,000 | -100.0% | -$248.00万 | 清仓 |
| ORCL | ORACLE COR | $0 | 0.00% | 0 | -16,425 | -100.0% | -$241.63万 | 清仓 |
| — | ARCHIMEDES | $0 | 0.00% | 0 | -200,000 | -100.0% | -$208.70万 | 清仓 |
| — | CENTURION | $0 | 0.00% | 0 | -150,000 | -100.0% | -$161.62万 | 清仓 |
| — | MOUNTAIN L | $0 | 0.00% | 0 | -149,912 | -100.0% | -$157.86万 | 清仓 |
| — | D. BORAL A | $0 | 0.00% | 0 | -125,000 | -100.0% | -$126.50万 | 清仓 |
| — | LEGATO MER | $0 | 0.00% | 0 | -100,000 | -100.0% | -$109.90万 | 清仓 |
| — | NEW AMER A | $0 | 0.00% | 0 | -100,000 | -100.0% | -$103.80万 | 清仓 |
| — | CANTOR EQU | $0 | 0.00% | 0 | -100,000 | -100.0% | -$103.10万 | 清仓 |
| — | SPRING VY | $0 | 0.00% | 0 | -100,000 | -100.0% | -$101.60万 | 清仓 |
| — | WILLOW LAN | $0 | 0.00% | 0 | -100,000 | -100.0% | -$101.00万 | 清仓 |
| — | SPARTACUS | $0 | 0.00% | 0 | -100,000 | -100.0% | -$100.35万 | 清仓 |
| — | IRON HORSE | $0 | 0.00% | 0 | -100,000 | -100.0% | -$99.60万 | 清仓 |
| — | SPARK I AC | $0 | 0.00% | 0 | -66,832 | -100.0% | -$75.59万 | 清仓 |
| — | REAL ASSET | $0 | 0.00% | 0 | -50,000 | -100.0% | -$52.45万 | 清仓 |
| BE | BLOOM ENER 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$24.52万 | 清仓 |
| SNOW | SNOWFLAKE 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$12.20万 | 清仓 |
| PANW | PALO ALTO 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.58万 | 清仓 |
| QQQ | INVESCO QQ 看跌期权 | $0 | 0.00% | 0 | -26,000 | -100.0% | -$1,560 | 清仓 |
| — | BOREALIS F | $3,284 | 0.00% | 70,030 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO | $3,872 | 0.00% | 282,640 | 0 | 0.0% | — | 不变 |
| — | MULTISENSO | $4,135 | 0.00% | 142,585 | 0 | 0.0% | — | 不变 |
| — | SCAGE FUTU | $5,231 | 0.00% | 127,590 | 0 | 0.0% | — | 不变 |
| — | INDIGO ACQ | $9,375 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| — | LAFAYETTE | $9,630 | 0.00% | 100,000 | 100,000 | — | $9,630 | 新建仓 |
| — | TEVOGEN BI | $1.03万 | 0.00% | 181,387 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK A | $1.50万 | 0.00% | 33,333 | 33,333 | — | $1.50万 | 新建仓 |
| — | IRON HORSE | $1.60万 | 0.00% | 100,000 | 100,000 | — | $1.60万 | 新建仓 |
| — | INVEST GRE | $2.11万 | 0.00% | 100,000 | 100,000 | — | $2.11万 | 新建仓 |
| SPH | SUBURBAN P 看跌期权 | $2.15万 | 0.00% | 39,000 | 39,000 | — | $2.15万 | 新建仓 |
| — | MCKINLEY A | $2.15万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | LAFAYETTE | $2.22万 | 0.00% | 75,000 | 75,000 | — | $2.22万 | 新建仓 |
| — | NEW AMER A | $3.12万 | 0.00% | 50,000 | 50,000 | — | $3.12万 | 新建仓 |
| — | QDRO ACQUI | $3.69万 | 0.00% | 124,999 | 124,999 | — | $3.69万 | 新建仓 |
| — | ROYALTY MG | $4.16万 | 0.00% | 221,686 | 0 | 0.0% | — | 不变 |
| — | TRAILBLAZE | $5.87万 | 0.00% | 133,333 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROU 看跌期权 | $8.95万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| CLMT | CALUMET IN 看跌期权 | $9.40万 | 0.01% | 20,400 | 20,400 | — | $9.40万 | 新建仓 |
| F | FORD MTR C 看跌期权 | $10.95万 | 0.01% | 46,600 | 46,600 | — | $10.95万 | 新建仓 |
| — | BLUE ACQUI | $11.78万 | 0.01% | 150,000 | -50,000 | -25.0% | -$3.92万 | 减仓 |
| — | BOLD EAGLE | $13.40万 | 0.01% | 400,000 | 0 | 0.0% | — | 不变 |
| — | SKILLSOFT | $21.60万 | 0.02% | 41,692 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR 看跌期权 | $28.01万 | 0.02% | 118,000 | 3,000 | 2.6% | $7,121 | 加仓 |
| — | GEN DIGITA | $33.32万 | 0.02% | 250,516 | 0 | 0.0% | — | 不变 |
| RH | RH 看跌期权 | $33.81万 | 0.02% | 12,000 | 12,000 | — | $33.81万 | 新建仓 |
| BCSS | BAIN CAP G | $51.35万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| AEXA | AMERICAN E | $59.10万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN A 看跌期权 | $65.66万 | 0.05% | 2,454,900 | 321,600 | 15.1% | $8.60万 | 加仓 |
| MCO | MOODYS COR | $72.47万 | 0.05% | 1,600 | 1,600 | — | $72.47万 | 新建仓 |
| ALNY | ALNYLAM PH | $75.26万 | 0.05% | 2,500 | 2,500 | — | $75.26万 | 新建仓 |
| — | INDIGO ACQ | $76.88万 | 0.06% | 75,000 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF | $81.85万 | 0.06% | 2,200 | 2,200 | — | $81.85万 | 新建仓 |
| BIXI | BITCOIN IN | $100.00万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| TMTS | SPARTACUS | $100.00万 | 0.07% | 100,000 | 100,000 | — | $100.00万 | 新建仓 |
| IRHO | IRON HORSE | $100.30万 | 0.07% | 100,000 | 100,000 | — | $100.30万 | 新建仓 |
| APXT | APEX TREAS | $100.50万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| BDCI | BTC DEV CO | $100.60万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| — | LAFAYETTE | $101.10万 | 0.07% | 100,000 | 100,000 | — | $101.10万 | 新建仓 |
| MKLY | MCKINLEY A | $101.50万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| NWAX | NEW AMER A | $101.50万 | 0.07% | 100,000 | 100,000 | — | $101.50万 | 新建仓 |
| FIGX | FIGX CAP A | $102.30万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| — | 1RT ACQUIS | $102.40万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| HCMA | HCM III AC | $102.80万 | 0.08% | 100,000 | 100,000 | — | $102.80万 | 新建仓 |
| WENN | WEN ACQUIS | $102.90万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| OYSE | OYSTER ENT | $103.10万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| — | INFLECTION | $103.20万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| SZZL | SIZZLE ACQ | $103.65万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| COPL | COPLEY ACQ | $104.30万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| RAC | RITHM ACQU | $104.60万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| TACO | BERTO ACQU | $104.90万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| DRDB | ROMAN DBDR | $105.40万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| JACS | JACKSON AC | $106.40万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| ALDFF | ALDEL FINL | $106.85万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| — | SILVER PEG | $123.36万 | 0.09% | 120,000 | 0 | 0.0% | — | 不变 |
| RREV | RRE VENTUR | $123.62万 | 0.09% | 125,000 | 125,000 | — | $123.62万 | 新建仓 |
| LATA | GALATA ACQ | $126.25万 | 0.09% | 125,000 | 0 | 0.0% | — | 不变 |