Feynman Point Asset Management LLC
NEW YORK NY · SEC CIK 0002110123
$5,474.02万2026Q2 申报市值
28持仓数
75.5%前十大占比 · 第一大 23.9%
19 / 15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
ROBOSTRATEGY INC 新建仓+$1,308.57万
REAL ASSET ACQUI 新建仓+$529.66万
NBIS 新建仓+$380.01万
HIVE 新建仓+$313.04万
MRVL 新建仓+$221.63万
2026Q2 卖出最多 按季末市值估算
VLOS 清仓-$322.20万
WYFI 清仓-$202.35万
CLSK 清仓-$181.52万
CORZ 减仓-$169.88万
XNDU 清仓-$153.20万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ROBOSTRATEGY INC | $1,308.57万 | 23.91% | 329,199 | 329,199 | — | $1,308.57万 | 新建仓 |
| — | REAL ASSET ACQUISITION CORP | $529.66万 | 9.68% | 490,425 | 490,425 | — | $529.66万 | 新建仓 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $441.50万 | 8.07% | 500,000 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $411.51万 | 7.52% | 134,000 | 49,600 | 58.8% | $152.32万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $380.01万 | 6.94% | 13,760 | 13,760 | — | $380.01万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $313.04万 | 5.72% | 860,000 | 860,000 | — | $313.04万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $221.63万 | 4.05% | 7,440 | 7,440 | — | $221.63万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $201.03万 | 3.67% | 23,745 | 23,745 | — | $201.03万 | 新建仓 |
| KLAC | KLA CORP | $164.43万 | 3.00% | 5,450 | 5,450 | — | $164.43万 | 新建仓 |
| ASML | ASML HLDG NV | $159.16万 | 2.91% | 800 | 800 | — | $159.16万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $138.14万 | 2.52% | 3,595 | 3,595 | — | $138.14万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $128.83万 | 2.35% | 47,122 | 1,122 | 2.4% | $3.07万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $123.42万 | 2.25% | 50,377 | -45,646 | -47.5% | -$111.83万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $119.92万 | 2.19% | 32,150 | -14,283 | -30.8% | -$53.28万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $109.91万 | 2.01% | 42,950 | -66,386 | -60.7% | -$169.88万 | 减仓 |
| IREN | IREN LIMITED | $109.83万 | 2.01% | 24,018 | -6,050 | -20.1% | -$27.67万 | 减仓 |
| APH | AMPHENOL CORP | $105.79万 | 1.93% | 6,000 | 6,000 | — | $105.79万 | 新建仓 |
| BRUN | BOOST RUN INC | $103.62万 | 1.89% | 26,700 | 26,700 | — | $103.62万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $88.41万 | 1.62% | 86,000 | 86,000 | — | $88.41万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $85.43万 | 1.56% | 5,000 | 5,000 | — | $85.43万 | 新建仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $55.77万 | 1.02% | 87,412 | 87,412 | — | $55.77万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $49.76万 | 0.91% | 24,075 | 24,075 | — | $49.76万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $46.17万 | 0.84% | 400 | 400 | — | $46.17万 | 新建仓 |
| INTC | INTEL CORP | $41.89万 | 0.77% | 3,000 | 3,000 | — | $41.89万 | 新建仓 |
| — | BIMERGEN ENERGY CORP | $33.72万 | 0.62% | 82,861 | 82,861 | — | $33.72万 | 新建仓 |
| — | SkyAI Inc | $1.65万 | 0.03% | 552,140 | 1 | 0.0% | $0 | 加仓 |
| — | CEA INDUSTRIES INC | $7,723 | 0.01% | 198,020 | 198,020 | — | $7,723 | 新建仓 |
| QQQ | INVESCO QQQ TR | $4,418 | 0.01% | 6 | 3 | 100.0% | $2,209 | 加仓 |
| — | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -1,355,000 | -100.0% | -$5,205.91万 | 清仓 |
| VLOS | M3BRIGADE ACQUISITION V CORP | $0 | 0.00% | 0 | -300,000 | -100.0% | -$322.20万 | 清仓 |
| WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | -169,900 | -100.0% | -$202.35万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -213,300 | -100.0% | -$181.52万 | 清仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $0 | 0.00% | 0 | -200,000 | -100.0% | -$153.20万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$117.28万 | 清仓 |
| — | CANTON STRATEGIC HOLDINGS INC | $0 | 0.00% | 0 | -350,568 | -100.0% | -$114.64万 | 清仓 |
| — | MOUNTAIN LAKE ACQUISITION CO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$105.30万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -57,161 | -100.0% | -$82.48万 | 清仓 |
| — | SHARPS TECHNOLOGY INC | $0 | 0.00% | 0 | -405,000 | -100.0% | -$68.04万 | 清仓 |
| — | EKSO BIONICS HLDGS INC | $0 | 0.00% | 0 | -39,900 | -100.0% | -$42.49万 | 清仓 |
| — | PROCAP FINL INC | $0 | 0.00% | 0 | -187,500 | -100.0% | -$39.56万 | 清仓 |
| — | AVAX ONE TECHNOLOGY LTD | $0 | 0.00% | 0 | -615,769 | -100.0% | -$36.83万 | 清仓 |
| BTGO | BITGO HOLDINGS INC | $0 | 0.00% | 0 | -38,000 | -100.0% | -$31.27万 | 清仓 |
| — | M3BRIGADE ACQUISITION V CORP | $0 | 0.00% | 0 | -300,000 | -100.0% | -$8.95万 | 清仓 |