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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 45增持 30减持 33清仓 42

方向

标的

Δ市值

现股数(环比)

增持

— LUMENTUM HLDGS INC

+$275.9M

57,900,000 +0%

减持

TSLA TESLA INC

-$231.8M

200,000 -71%

增持

— LUMENTUM HLDGS INC

+$224.0M

87,500,000 +1%

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

— MKS INC.

+$181.7M

109,500,000

减持

— SEAGATE HDD CAYMAN

-$157.9M

2,100,000 -96%

清仓

EA ELECTRONIC ARTS INC

-$152.8M

0 -100%

减持

NVDA NVIDIA CORPORATION

-$123.2M

734,000 -46%

减持

— STRATEGY INC

-$116.2M

25,000,000 -80%

减持

FWONK LIBERTY MEDIA CORP DEL

-$111.5M

4,162,181 -12%

减持

— LUMENTUM HLDGS INC

+$104.7M

56,999,000 -28%

建仓

AMAT APPLIED MATLS INC

+$101.8M

297,800

增持

— ECHOSTAR CORP

+$97.0M

38,000,000 +228%

建仓

LRCX LAM RESEARCH CORP

+$95.9M

449,000

清仓

AMZN AMAZON COM INC

-$92.3M

0 -100%

清仓

SGI SOMNIGROUP INTERNATIONAL INC

-$80.4M

0 -100%

清仓

FCNCA FIRST CTZNS BANCSHARES INC D

-$77.4M

0 -100%

清仓

PLTR PALANTIR TECHNOLOGIES INC

-$71.1M

0 -100%

建仓

— BRIDGEBIO PHARMA INC

+$67.9M

40,000,000

清仓

— FORD MTR CO

-$67.5M

0 -100%

建仓

— SPOTIFY TECHNOLOGY S A

+$66.9M

138,000

增持

— ALBEMARLE CORP

+$65.8M

1,394,545 +139%

建仓

— ON SEMICONDUCTOR CORP

+$64.5M

50,000,000

增持

ECHO ECHOSTAR CORP

+$61.8M

1,712,100 +34%

增持

— TRANSOCEAN INC

+$61.6M

40,900,000 +164%

增持

SHC SOTERA HEALTH CO

-$59.0M

21,717,728 +3%

清仓

— CYBERARK SOFTWARE LTD

-$58.4M

0 -100%

减持

RIVN RIVIAN AUTOMOTIVE INC

-$58.2M

3,289,100 -40%

减持

BE BLOOM ENERGY CORP

-$57.6M

281,900 -74%

减持

HLN HALEON PLC

-$52.6M

5,300,868 -49%

清仓

SNOW SNOWFLAKE INC

-$48.5M

0 -100%

清仓

WING WINGSTOP INC

-$47.7M

0 -100%

建仓

— LIVE NATION ENTERTAINMENT IN

+$46.5M

30,500,000

增持

NSC NORFOLK SOUTHN CORP

+$42.3M

658,413 +30%

减持

— WESTERN DIGITAL CORP

+$41.2M

70,000,000 -30%

清仓

— AVIDITY BIOSCIENCES INC

-$40.8M

0 -100%

建仓

— SPIRIT AEROSYSTEMS INC

+$40.5M

27,500,000

建仓

— ASML HLDG NV

+$39.9M

30,200

建仓

— STRATEGY INC

+$39.1M

45,000,000

增持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$38.4M

323,000 +39%

减持

— PPL CAP FDG INC

-$36.9M

27,500,000 -56%

减持

LI LI AUTO INC

-$36.1M

264,000 -89%

建仓

— ORACLE CORP

+$35.9M

781,998

清仓

ALB ALBEMARLE CORP

-$34.6M

0 -100%

减持

PK PARK HOTELS & RESORTS INC

-$34.1M

3,250,000 -50%

建仓

COF CAPITAL ONE FINL CORP

+$33.9M

186,000

增持

LYV LIVE NATION ENTERTAINMENT IN

+$33.6M

1,216,600 +14%

建仓

— CALLAWAY GOLF CO

+$33.4M

33,500,000

建仓

— STRIDE INC

+$32.9M

19,000,000

清仓

GEV GE VERNOVA INC

-$32.7M

0 -100%

清仓

AVGO BROADCOM INC

-$32.4M

0 -100%

增持

— NEXTERA ENERGY INC

+$32.3M

586,412 +3549%

减持

TAC TRANSALTA CORP

-$31.0M

533,600 -82%

清仓

SLV ISHARES SILVER TR

-$30.2M

0 -100%

清仓

OKLO OKLO INC

-$30.1M

0 -100%

增持

— PG&E CORP

+$29.6M

753,894 +910%

建仓

— JANUS HENDERSON GROUP PLC

+$29.3M

571,298

建仓

— NUTANIX INC

+$28.1M

27,500,000

建仓

LBRT LIBERTY ENERGY INC

+$26.9M

934,550

清仓

— AFFIRM HLDGS INC

-$26.6M

0 -100%

减持

SMCI SUPER MICRO COMPUTER INC

-$25.5M

1,181,500 -34%

清仓

QBTS D-WAVE QUANTUM INC

-$25.0M

0 -100%

增持

— STRATEGY INC

+$24.7M

40,000,000 +196%

清仓

— CARNIVAL CORP

-$24.6M

0 -100%

清仓

NOVT NOVANTA INC

-$23.7M

0 -100%

增持

BRKR BRUKER CORP

-$23.2M

3,270,000 +9%

减持

COIN COINBASE GLOBAL INC

-$23.1M

14,900 -87%

增持

SPY STATE STR SPDR S&P 500 ETF T

+$22.8M

87,500 +75%

建仓

— PPL CORP

+$22.7M

444,131

减持

— SNOWFLAKE INC

-$20.9M

40,000,000 -11%

清仓

— CHURCHILL CAP CORP XI

-$20.4M

0 -100%

减持

— PG&E CORP

-$20.3M

30,000,000 -40%

建仓

— CHURCHILL CAP CORP XI

+$20.3M

2,000,000

清仓

— KLARNA GROUP PLC

-$20.2M

0 -100%

建仓

— SUPER MICRO COMPUTER INC

+$20.1M

23,343,000

建仓

— TERNS PHARMACEUTICALS INC

+$20.0M

380,000

减持

SOFI SOFI TECHNOLOGIES INC

-$19.7M

1,228,300 -18%

建仓

— NEXTERA ENERGY INC

+$19.3M

383,527

减持

SE SEA LTD

-$18.8M

9,600 -94%

建仓

PEN PENUMBRA INC

+$18.7M

57,000

增持

— H WORLD GROUP LTD

+$18.6M

40,000,000 +44%

减持

CRWV COREWEAVE INC

-$17.6M

56,700 -82%

减持

— CLOUDFLARE INC

-$17.5M

45,000,000 -25%

减持

— SUPER MICRO COMPUTER INC

-$17.5M

34,000,000 -32%

清仓

— DAYFORCE INC

-$17.3M

0 -100%

建仓

— D BORAL ACQUISITION I CORP

+$17.3M

1,750,000

清仓

FBTC FIDELITY WISE ORIGIN BITCOIN

-$17.0M

0 -100%

减持

— CHEFS WHSE INC

-$16.7M

14,000,000 -50%

清仓

— ARES MANAGEMENT CORPORATION

-$16.6M

0 -100%

清仓

ARES ARES MANAGEMENT CORPORATION

-$16.6M

0 -100%

减持

— JD.COM INC

-$16.0M

370 -100%

增持

— SHIFT4 PMTS INC

+$15.9M

335,416 +899%

建仓

GSAT Globalstar Inc

+$15.7M

237,000

清仓

PCT PURECYCLE TECHNOLOGIES INC

-$15.6M

0 -100%

清仓

BITB BITWISE BITCOIN ETF TR

-$15.3M

0 -100%

建仓

— COLOMBIER ACQUISITION CORP I

+$15.1M

1,500,000

建仓

— AVERIN CAP ACQUISITION CORP

+$15.0M

1,500,000

清仓

— NORWEGIAN CRUISE LINE HLDG L

-$14.9M

0 -100%

减持

RKLB ROCKET LAB CORP

-$14.7M

85,500 -70%

增持

— COINBASE GLOBAL INC

+$14.6M

50,000,000 +43%

建仓

CAR AVIS BUDGET GROUP INC

+$14.6M

100,000

建仓

— ONEIM ACQUISITION CORP

+$14.6M

1,462,248

减持

BABA ALIBABA GROUP HLDG LTD

-$14.6M

275,300 -18%

建仓

SCHW SCHWAB CHARLES CORP

+$14.4M

153,000

增持

— NEBIUS GROUP N.V.

+$14.2M

547,100 +8%

增持

— HEWLETT PACKARD ENTERPRISE C

+$14.1M

369,889 +147%

清仓

RGTI RIGETTI COMPUTING INC

-$14.1M

0 -100%

清仓

BA BOEING CO

-$14.0M

0 -100%

清仓

AFRM AFFIRM HLDGS INC

-$13.9M

0 -100%

减持

META META PLATFORMS INC

-$13.8M

91,200 -9%

减持

— TXNM ENERGY INC

-$13.6M

20,000,000 -33%

减持

— PAR TECHNOLOGY CORP

-$13.5M

1,230,000 -92%

建仓

— NEXTERA ENERGY INC

+$13.5M

256,569

增持

— SNOWFLAKE INC

-$13.3M

60,000,000 +6%

增持

— RIVIAN AUTOMOTIVE INC

+$13.1M

14,000,000 +833%

清仓

SMMT SUMMIT THERAPEUTICS INC

-$12.5M

0 -100%

建仓

— PELOTON INTERACTIVE INC

+$12.5M

9,300,000

建仓

— TRG LATIN AMER ACQUIS CORP

+$12.4M

1,250,000

建仓

— ON SEMICONDUCTOR CORP

+$12.3M

12,500,000

清仓

AEHR AEHR TEST SYS

-$12.1M

0 -100%

增持

— PEABODY ENGR CORP

+$12.1M

52,500,000 +5%

建仓

— KPET ULTRA PACELINE CORP

+$12.0M

1,200,000

增持

— JETBLUE AIRWAYS CORP

+$11.9M

27,500,000 +83%

增持

BKD BROOKDALE SR LIVING INC

+$11.4M

1,780,000 +48%

清仓

— SPOTIFY USA INC

-$11.4M

0 -100%

减持

MSTR STRATEGY INC

-$11.3M

143,900 -25%

清仓

BLSH BULLISH

-$10.8M

0 -100%

减持

MDLN MEDLINE INC

-$10.8M

230,000 -54%

清仓

— TRIP COM GROUP LTD

-$10.5M

0 -100%

减持

INFY INFOSYS LTD

-$10.4M

537,800 -46%

清仓

— SILVERBOX CORP V

-$10.1M

0 -100%

建仓

— FORTRESS VALUE ACQU CORP V

+$10.0M

1,000,000

清仓

HPE HEWLETT PACKARD ENTERPRISE C

-$10.0M

0 -100%

建仓

— MICROCHIP TECHNOLOGY INC.

+$10.0M

174,053

清仓

TEM TEMPUS AI INC

-$9.9M

0 -100%

建仓

— SILVERBOX CORP V

+$9.9M

999,999

建仓

— KRAKACQUISITION CORPORATION

+$9.9M

1,000,000

增持

— APOLLO GLOBAL MGMT INC

+$9.6M

1,391,818 +46%

增持

— NOVAVAX INC

+$9.6M

20,252,000 +69%

清仓

— DEXCOM INC

-$9.2M

0 -100%

清仓

MUX MCEWEN INC.

-$9.1M

0 -100%

建仓

ONDS ONDAS INC

+$9.0M

994,000

增持

— PATRICK INDS INC

+$8.8M

59,500,000 +7%

建仓

SARO STANDARDAERO INC

+$8.8M

341,622

增持

— STRATEGY INC

+$8.5M

22,500,000 +80%

建仓

— JOBY AVIATION INC

+$8.5M

10,000,000

建仓

— FUTURE MONEY ACQUISITION COR

+$8.5M

850,000

增持

BAC BANK AMERICA CORP

-$8.5M

2,232,655 +5%

清仓

NWAX/U NEW AMER ACQUISITION I CORP

-$8.3M

0 -100%

建仓

— HELIX ACQUISITION CORP III

+$8.1M

794,673

建仓

— BRIDGEBIO PHARMA INC

+$7.9M

7,000,000