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Sculptor Capital LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sculptor Capital LP

报告期 2026-03-31 · CIK 0001054587

持仓数

363

前50大市值合计

$6.91B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2 21Q1

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 43增持 37减持 29清仓 41

方向

标的

Δ市值

现股数(环比)

建仓

— STRATEGY INC

+$236.6M

125,000,000

减持

— ALIBABA GROUP HLDG LTD

-$169.0M

45,000,000 -77%

增持

NSC NORFOLK SOUTHN CORP

+$142.6M

508,000 +1203%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

— LUMENTUM HLDGS INC

+$133.9M

79,500,000

增持

— WESTERN DIGITAL CORP

+$112.7M

45,000,000 +157%

建仓

— CYBERARK SOFTWARE LTD

+$100.0M

207,000

建仓

GOOGL ALPHABET INC

+$90.4M

372,000

增持

— LUMENTUM HLDGS INC

+$84.7M

52,500,000 +91%

增持

SHC SOTERA HEALTH CO

+$82.0M

13,341,800 +16%

清仓

— NEXTERA ENERGY INC

-$80.2M

0 -100%

清仓

TMUS T-MOBILE US INC

-$77.4M

0 -100%

建仓

— SNOWFLAKE INC

+$74.4M

47,500,000

增持

BE BLOOM ENERGY CORP

+$67.3M

1,101,100 +2%

建仓

— LUMENTUM HLDGS INC

+$66.4M

47,500,000

建仓

EA ELECTRONIC ARTS INC

+$65.1M

323,000

建仓

— PEABODY ENGR CORP

+$63.9M

42,500,000

增持

AMZN AMAZON COM INC

+$62.4M

628,411 +82%

建仓

— SNOWFLAKE INC

+$60.8M

40,000,000

减持

— BLOOM ENERGY CORP

+$59.3M

24,500,000 -18%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$58.7M

3,322,068 -26%

增持

— Wolfspeed Inc/DE

+$57.4M

2,013,200 +261%

增持

LYV LIVE NATION ENTERTAINMENT IN

+$57.0M

1,066,600 +38%

清仓

NEE NEXTERA ENERGY INC

-$56.9M

0 -100%

增持

ECHO ECHOSTAR CORP

+$55.9M

868,781 +130%

清仓

— GMS INC

-$54.4M

0 -100%

减持

— APOLLO GLOBAL MGMT INC

-$51.2M

646,298 -50%

增持

— PATRICK INDS INC

+$50.2M

50,595,000 +133%

增持

CSX CSX CORP

+$45.7M

1,571,000 +410%

增持

— SEMTECH CORP

+$43.4M

27,500,000 +244%

建仓

— AERCAP HOLDINGS NV

+$43.2M

357,000

减持

— PG&E CORP

-$43.2M

25,000,000 -64%

增持

GWRE GUIDEWIRE SOFTWARE INC

+$42.3M

382,000 +98%

减持

VVV VALVOLINE INC

-$41.8M

2,000,000 -33%

增持

— SUPER MICRO COMPUTER INC

+$39.8M

57,500,000 +229%

增持

GMED GLOBUS MED INC

+$37.5M

3,500,000 +27%

建仓

MSFT MICROSOFT CORP

+$36.3M

70,000

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$34.6M

164,500 +230%

清仓

— LIVE NATION ENTERTAINMENT IN

-$34.5M

0 -100%

增持

— NEBIUS GROUP N.V.

+$34.5M

503,300 +27%

清仓

— NCL CORP LTD

-$33.9M

0 -100%

清仓

DKNG DRAFTKINGS INC NEW

-$33.7M

0 -100%

清仓

— SKECHERS U S A INC

-$30.7M

0 -100%

减持

— NCL CORP LTD

-$30.4M

7,500,000 -81%

清仓

— NICE LTD

-$29.6M

0 -100%

增持

— LIBERTY MEDIA CORP DEL

+$29.6M

988,500 +21%

减持

FWONK LIBERTY MEDIA CORP DEL

-$29.1M

4,723,855 -6%

减持

— NCL CORP LTD

-$28.7M

1,158,000 -96%

清仓

— BLOOM ENERGY CORP

-$27.4M

0 -100%

建仓

FIG FIGMA INC

+$27.0M

520,000

建仓

SPY SPDR S&P 500 ETF TR

+$25.0M

37,500

清仓

— NEXTERA ENERGY INC

-$23.9M

0 -100%

建仓

— UNITI GROUP LLC

+$23.8M

22,011,000

清仓

AACT ARES ACQUISITION CORP II

-$22.7M

0 -100%

建仓

— D. BORAL ARC ACQ I CORP.

+$21.2M

2,134,886

清仓

— DUKE ENERGY CORP NEW

-$21.2M

0 -100%

建仓

— JETBLUE AIRWAYS CORP

+$20.7M

20,000,000

清仓

PRMB PRIMO BRANDS CORPORATION

-$20.7M

0 -100%

减持

META META PLATFORMS INC

-$18.7M

99,600 -20%

建仓

— NUTANIX INC

+$18.7M

13,500,000

建仓

KVUE KENVUE INC

+$18.6M

1,147,000

清仓

— CHURCHILL CAP CORP X

-$18.5M

0 -100%

建仓

— LIBERTY MEDIA CORP DEL

+$18.2M

13,700,000

清仓

BRO BROWN & BROWN INC

-$17.6M

0 -100%

清仓

— EVERGY INC

-$17.5M

0 -100%

清仓

— NOVAVAX INC

-$17.4M

0 -100%

建仓

— IREN LIMITED

+$17.4M

370,649

减持

CDNS CADENCE DESIGN SYSTEM INC

-$16.8M

61,100 -51%

建仓

— H WORLD GROUP LTD

+$16.7M

15,000,000

减持

FCNCA FIRST CTZNS BANCSHARES INC D

-$16.6M

36,043 -13%

建仓

AVGO BROADCOM INC

+$16.5M

50,000

减持

CRWV COREWEAVE INC

-$15.9M

46,700 -66%

减持

— AIRBNB INC

-$15.7M

8,558,000 -66%

减持

OKLO OKLO INC

+$15.4M

421,500 -25%

建仓

— BAIN CAP GSS INVT CORP

+$15.1M

1,500,000

增持

BAC BANK AMERICA CORP

+$14.9M

1,300,655 +18%

增持

— TRANSMEDICS GROUP INC

+$14.7M

23,500,000 +104%

建仓

— CHEFS WHSE INC

+$14.6M

10,037,000

清仓

HST HOST HOTELS & RESORTS INC

-$14.5M

0 -100%

减持

SGI SOMNIGROUP INTERNATIONAL INC

+$14.5M

1,382,000 -8%

增持

GME GAMESTOP CORP NEW

+$14.4M

1,013,500 +86%

建仓

— ARES MANAGEMENT CORPORATION

+$14.3M

288,260

清仓

— SHIFT4 PMTS INC

-$14.2M

0 -100%

减持

— SEAGATE HDD CAYMAN

-$14.1M

37,500,000 -44%

减持

— JD.COM INC

-$13.9M

37,900,350 -28%

建仓

— CAMTEK LTD

+$13.8M

131,800

建仓

SMMT SUMMIT THERAPEUTICS INC

+$13.8M

667,000

增持

— DAYFORCE INC

+$13.8M

17,500,000 +400%

增持

MP MP MATERIALS CORP

+$13.4M

207,700 +1266%

减持

— FORD MTR CO

-$12.9M

70,000,000 -18%

增持

BITB BITWISE BITCOIN ETF TR

+$12.8M

551,278 +50%

增持

SOFI SOFI TECHNOLOGIES INC

+$12.5M

1,498,800 +1%

增持

BILI BILIBILI INC

+$12.3M

962,800 +40%

建仓

INFY INFOSYS LTD

+$11.9M

732,800

建仓

— IRHYTHM TECHNOLOGIES INC

+$11.7M

8,500,000

建仓

MIR MIRION TECHNOLOGIES INC

+$11.6M

500,000

清仓

— SNAP INC

-$11.3M

0 -100%

增持

DJT TRUMP MEDIA & TECHNOLOGY GRO

+$11.2M

748,800 +1118%

减持

— SEA LTD

+$11.0M

100,000,000 -5%

增持

RIVN RIVIAN AUTOMOTIVE INC

+$11.0M

6,698,700 +5%

减持

— PG&E CORP

-$11.0M

115,545 -72%

建仓

— AMERICAN EXCEPTIONALISM ACQU

+$10.9M

1,000,000

增持

— SPIRIT AEROSYSTEMS INC

+$10.7M

20,288,000 +54%

增持

— TRIP COM GROUP LTD

+$10.5M

30,000,000 +20%

建仓

— BRUKER CORP

+$10.2M

37,554

清仓

— K&F GROWTH ACQUISITION CORP

-$10.2M

0 -100%

减持

TEM TEMPUS AI INC

-$10.2M

168,100 -55%

清仓

— WAYFAIR INC

-$10.1M

0 -100%

清仓

UNP UNION PAC CORP

-$10.1M

0 -100%

清仓

— AMERICAN AIRLINES GROUP INC

-$10.0M

0 -100%

清仓

— ONESTREAM INC

-$9.9M

0 -100%

清仓

— BIRKENSTOCK HOLDING PLC

-$9.8M

0 -100%

建仓

— PAR TECHNOLOGY CORP

+$9.7M

10,000,000

清仓

LTBR LIGHTBRIDGE CORP

-$9.5M

0 -100%

清仓

— JENA ACQUISITION CORP II

-$9.3M

0 -100%

清仓

VRT VERTIV HOLDINGS CO

-$9.2M

0 -100%

增持

CORZW CORE SCIENTIFIC INC NEW

+$9.2M

4,413,497 +14%

减持

FHN FIRST HORIZON CORPORATION

-$9.0M

3,821,000 -15%

减持

AAL AMERICAN AIRLS GROUP INC

-$9.0M

2,584,700 -24%

增持

SPR SPIRIT AEROSYSTEMS HLDGS INC

+$8.9M

1,810,400 +13%

增持

MSTR STRATEGY INC

-$8.7M

192,700 +10%

增持

HWM HOWMET AEROSPACE INC

+$8.6M

336,500 +9%

建仓

XLU SELECT SECTOR SPDR TR

+$8.6M

98,710

清仓

— HELIX ACQUISITION CORP II

-$8.5M

0 -100%

减持

ASTS AST SPACEMOBILE INC

-$8.4M

47,400 -79%

建仓

LGN LEGENCE CORP

+$8.3M

270,705

增持

— DEXCOM INC

+$8.3M

40,000,000 +33%

清仓

— WOLFSPEED INC

-$8.2M

0 -100%

减持

— RIVIAN AUTOMOTIVE INC

-$8.1M

125,000,000 -8%

清仓

— OXLEY BRIDGE ACQ LTD

-$8.0M

0 -100%

清仓

QXO QXO INC

-$7.8M

0 -100%

建仓

— HIGHVIEW MERGER CORP

+$7.6M

750,000

清仓

TTAN SERVICETITAN INC

-$7.5M

0 -100%

建仓

— DRUGS MADE IN AMER ACQ II CO

+$7.5M

750,763

建仓

— PDD HOLDINGS INC

+$7.4M

7,500,000

减持

— VIKING HOLDINGS LTD

-$7.4M

1,182,000 -22%

建仓

AMLP ALPS ETF TR

+$7.4M

157,412

清仓

— JACKSON ACQUISITION CO II

-$7.4M

0 -100%

减持

GEV GE VERNOVA INC

+$7.4M

86,500 -0%

清仓

— SNAP INC

-$7.2M

0 -100%

减持

QBTS D-WAVE QUANTUM INC

+$7.2M

957,900 -15%

建仓

— OXLEY BRIDGE ACQ LTD

+$7.2M

718,000

建仓

— GRAB HOLDINGS LIMITED

+$7.1M

1,175,700

清仓

— SAREPTA THERAPEUTICS INC

-$7.0M

0 -100%

增持

— STRATEGY INC

-$7.0M

31,000,000 +13%

增持

AIRS AIRSCULPT TECHNOLOGIES INC

+$6.9M

885,000 +1721%

建仓

NTSK NETSKOPE INC

+$6.8M

300,000

清仓

— ROMAN DBDR ACQUISITION CORP

-$6.7M

0 -100%

清仓

— STARWOOD PPTY TR INC

-$6.4M

0 -100%

清仓

SARO STANDARDAERO INC

-$6.3M

0 -100%

建仓

HTHT H WORLD GROUP LTD

+$6.3M

160,000