Deltroit Asset Management (UK) LLP
LONDON X0 · SEC CIK 0002104766
$6.95亿2026Q2 申报市值
34持仓数
68.2%前十大占比 · 第一大 14.5%
4 / 12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
GOOGL 加仓+$2,902.88万
RYAAY 加仓+$1,752.26万
LLYVK 加仓+$1,684.42万
UHAL/B 新建仓+$1,224.80万
HEI/A 加仓+$1,100.32万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$4,841.74万
MRX 清仓-$2,005.09万
TLN 减仓-$1,839.84万
CARNIVAL PLC 清仓-$1,410.45万
GDXJ 清仓-$1,344.45万
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 |
|---|---|---|---|---|---|---|---|---|
| MRX | MAREX GROUP PLC | $0 | 0.00% | 0 | -449,773 | -100.0% | -$2,005.09万 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -547,323 | -100.0% | -$1,410.45万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -112,000 | -100.0% | -$1,344.45万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,037.60万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -30,000 | -100.0% | -$1,015.35万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -414,500 | -100.0% | -$896.98万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -450,000 | -100.0% | -$673.20万 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -84,418 | -100.0% | -$403.35万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -86,226 | -100.0% | -$337.75万 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $0 | 0.00% | 0 | -84,001 | -100.0% | -$331.97万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -300,000 | -100.0% | -$212.70万 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -13,676 | -100.0% | -$106.78万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $40.66万 | 0.06% | 12,217 | 0 | 0.0% | — | 不变 |
| — | NEW FORTRESS ENERGY INC | $65.36万 | 0.09% | 1,800,000 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $141.88万 | 0.20% | 42,657 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $155.50万 | 0.22% | 44,775 | -246,621 | -84.6% | -$856.51万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $310.20万 | 0.45% | 272,824 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $330.60万 | 0.48% | 228,000 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $418.26万 | 0.60% | 867,750 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $560.20万 | 0.81% | 13,319 | 13,319 | — | $560.20万 | 新建仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $576.00万 | 0.83% | 1,200,000 | 400,000 | 50.0% | $192.00万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $680.06万 | 0.98% | 175,408 | -7,752 | -4.2% | -$30.05万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $700.20万 | 1.01% | 73,597 | 73,597 | — | $700.20万 | 新建仓 |
| AZUL | AZUL S A | $741.76万 | 1.07% | 825,100 | 825,100 | — | $741.76万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $793.50万 | 1.14% | 500,000 | -265,299 | -34.7% | -$421.03万 | 减仓 |
| LEN | LENNAR CORP | $937.08万 | 1.35% | 103,556 | 15,110 | 17.1% | $136.73万 | 加仓 |
| RIO | RIO TINTO PLC | $1,063.22万 | 1.53% | 112,000 | 5,000 | 4.7% | $47.47万 | 加仓 |
| Z | ZILLOW GROUP INC | $1,179.29万 | 1.70% | 374,139 | 260,991 | 230.7% | $822.64万 | 加仓 |
| NWSA | NEWS CORP NEW | $1,185.02万 | 1.71% | 477,253 | 12,499 | 2.7% | $31.04万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $1,224.80万 | 1.76% | 212,271 | 212,271 | — | $1,224.80万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看涨期权 | $1,579.07万 | 2.27% | 995,000 | 330,000 | 49.6% | $523.71万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,583.68万 | 2.28% | 58,540 | -16,460 | -21.9% | -$445.29万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,836.01万 | 2.64% | 173,799 | 159,449 | 1,111.1% | $1,684.42万 | 加仓 |
| UAA | UNDER ARMOUR INC | $1,857.91万 | 2.67% | 2,907,535 | 384,207 | 15.2% | $245.51万 | 加仓 |
| CCJ | CAMECO CORP | $2,042.22万 | 2.94% | 200,493 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $2,093.26万 | 3.01% | 2,231,035 | 0 | 0.0% | — | 不变 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $2,321.12万 | 3.34% | 815,000 | 107,944 | 15.3% | $307.42万 | 加仓 |
| FOX | FOX CORP | $2,521.49万 | 3.63% | 538,319 | -49,528 | -8.4% | -$231.99万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $2,733.66万 | 3.94% | 422,187 | 270,620 | 178.5% | $1,752.26万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $3,070.80万 | 4.42% | 1,200,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $3,448.92万 | 4.97% | 82,000 | 22,000 | 36.7% | $925.32万 | 加仓 |
| INTC | INTEL CORP | $4,108.54万 | 5.91% | 294,245 | -346,755 | -54.1% | -$4,841.74万 | 减仓 |
| GOOGL | ALPHABET INC | $4,133.63万 | 5.95% | 115,668 | 81,229 | 235.9% | $2,902.88万 | 加仓 |
| HEI/A | HEICO CORP NEW | $4,909.01万 | 7.07% | 190,338 | 42,663 | 28.9% | $1,100.32万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.00亿 | 14.45% | 134 | 6 | 4.7% | $449.31万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1.01亿 | 14.52% | 262,500 | -47,880 | -15.4% | -$1,839.84万 | 减仓 |