GLAZER CAPITAL, LLC

报告期 2026-03-31 · CIK 0001076809

持仓数

498

前50大市值合计

$3.33B

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 70增持 25减持 5清仓 50

方向

标的

Δ市值

现股数(环比)

清仓

— DAYFORCE INC

-$313.3M

0 -100%

增持

— HOLOGIC INC

+$241.9M

3,563,652 +867%

清仓

— CYBERARK SOFTWARE LTD

-$237.8M

0 -100%

增持

— AIR LEASE CORP

+$195.5M

5,399,690 +124%

建仓

— ONESTREAM INC

+$180.9M

7,537,536

清仓

— AVIDITY BIOSCIENCES INC

-$178.1M

0 -100%

清仓

EXAS EXACT SCIENCES CORP

-$175.3M

0 -100%

建仓

— ARCELLX INC

+$173.1M

1,511,570

增持

— AMICUS THERAPEUTIC

+$161.1M

12,722,749 +693%

增持

— SEALED AIR CORP NEW

+$156.0M

5,088,434 +263%

清仓

CMA COMERICA INC

-$150.7M

0 -100%

清仓

— CIDARA THERAPEUTICS INC

-$143.6M

0 -100%

增持

DBRG DIGITALBRIDGE GROUP INC

+$131.2M

9,301,625 +1063%

建仓

— TERNS PHARMACEUTICALS INC

+$121.0M

2,295,498

增持

— CLEARWATER ANALYTICS HLDGS I

+$109.1M

7,819,776 +149%

建仓

— TRI POINTE HOMES INC

+$104.5M

2,235,447

建仓

— DAY ONE BIOPHARMACEUTICALS I

+$100.4M

4,683,687

清仓

CADE CADENCE BANK

-$84.0M

0 -100%

建仓

— SELECT MED HLDGS CORP

+$66.5M

4,079,780

增持

— SEMRUSH HLDGS INC

+$65.5M

6,295,406 +675%

清仓

— BENTLEY SYS INC

-$58.1M

0 -100%

清仓

— MARRIOTT VACATIONS WORLDWIDE

-$53.2M

0 -100%

建仓

— APELLIS PHARMACEUTICALS INC

+$52.1M

1,295,828

建仓

GLDD GREAT LAKES DREDGE & DOCK CO

+$50.1M

2,949,613

清仓

— DROPBOX INC

-$49.9M

0 -100%

清仓

— CABLE ONE INC

-$49.4M

0 -100%

清仓

— ASTRIA THERAPEUTICS INC

-$49.4M

0 -100%

建仓

— COINBASE GLOBAL INC

+$48.0M

48,370,000

清仓

— FUBOTV INC

-$45.0M

0 -100%

清仓

— CONFLUENT INC

-$42.0M

0 -100%

清仓

— ASPEN INSURANCE HOLDINGS LTD

-$41.7M

0 -100%

清仓

— VAIL RESORTS INC

-$40.5M

0 -100%

增持

WBD WARNER BROS DISCOVERY INC

+$38.4M

1,660,858 +391%

清仓

— HILLENBRAND INC

-$37.8M

0 -100%

清仓

PLYM PLYMOUTH INDL REIT INC

-$36.4M

0 -100%

建仓

AAUC ALLIED GOLD CORP

+$34.4M

1,112,100

建仓

— MISTER CAR WASH INC

+$33.3M

4,777,697

增持

— PROASSURANCE CORP

+$32.8M

1,546,643 +589%

增持

BHF BRIGHTHOUSE FINL INC

+$32.3M

2,398,220 +37%

建仓

PEN PENUMBRA INC

+$31.1M

94,819

建仓

PKST PEAKSTONE REALTY TRUST

+$31.0M

1,482,985

建仓

— MASIMO CORP

+$28.1M

157,858

清仓

— FRONTIER COMMUNICATIONS PARE

-$27.7M

0 -100%

清仓

— DENNYS CORP

-$24.1M

0 -100%

建仓

CTRA COTERRA ENERGY INC

+$23.4M

665,486

建仓

SKYT SKYWATER TECHNOLOGY INC

+$23.2M

846,974

建仓

— PROGRESS SOFTWARE CORP

+$22.9M

22,931,000

建仓

— CARNIVAL PLC

+$22.1M

857,507

建仓

— GIGCAPITAL9 CORP

+$21.4M

2,178,000

清仓

— REV GROUP INC

-$21.1M

0 -100%

建仓

AES AES CORP

+$19.7M

1,400,000

清仓

— EVENTBRITE INC

-$19.7M

0 -100%

清仓

— CITY OFFICE REIT INC

-$19.4M

0 -100%

建仓

STKL SUNOPTA INC

+$19.1M

2,941,321

建仓

— AKAMAI TECHNOLOGIES INC

+$18.3M

16,000,000

减持

EA ELECTRONIC ARTS INC

-$17.6M

428,001 -16%

清仓

— ALARM COM HLDGS INC

-$17.6M

0 -100%

清仓

U UNITY SOFTWARE INC

-$17.2M

0 -100%

建仓

NSA NATIONAL STORAGE AFFILIATES

+$16.4M

434,540

建仓

— D BORAL ACQUISITION I CORP

+$16.0M

1,620,044

建仓

— XSOLLA SPAC 1

+$15.0M

1,524,093

清仓

— SC II ACQUISITION CORP

-$15.0M

0 -100%

建仓

— MESHFLOW ACQUISITION CORP

+$14.8M

1,500,003

建仓

— SC II ACQUISITION CORP

+$14.6M

1,465,000

清仓

— ALUSSA ENERGY ACQUISITION CO

-$13.9M

0 -100%

增持

— DIAMOND HILL INVT GROUP INC

+$13.7M

104,501 +315%

增持

— JANUS HENDERSON GROUP PLC

+$13.7M

682,475 +52%

建仓

— ALUSSA ENERGY ACQUISIT CORP

+$13.6M

1,361,360

减持

— MESHFLOW ACQUISITION CORP

-$13.5M

361 -100%

清仓

— JAMF HLDG CORP

-$13.0M

0 -100%

建仓

TALK TALKSPACE INC

+$13.0M

2,511,276

建仓

— TRG LATIN AMER ACQUIS CORP

+$12.9M

1,300,000

建仓

— CENTESSA PHARMACEUTICALS PLC

+$12.9M

325,001

建仓

— LCI INDS

+$12.4M

12,500,000

建仓

FFWM FIRST FNDTN INC

+$12.3M

2,090,157

清仓

— AA MISSION ACQUISITION CORP

-$11.7M

0 -100%

增持

GTLS CHART INDS INC

+$11.5M

151,571 +58%

建仓

— GENERAL PURP ACQUISITION COR

+$11.5M

1,161,519

增持

— COINBASE GLOBAL INC

+$11.0M

41,700,000 +54%

减持

— GENERAL PURP ACQUISITION COR

-$10.8M

17,863 -98%

增持

BLFY BLUE FOUNDRY BANCORP

+$10.8M

1,719,910 +79%

建仓

— CLEARTHINK 1 ACQUISITION COR

+$10.7M

1,075,418

增持

— RANGE CAP ACQUISITION CORP I

+$10.6M

1,100,000 +2686%

增持

— OTG ACQUISITION CORP. I

+$10.3M

1,036,310 +6110%

建仓

— KENNEDY-WILSON HOLDINGS INC

+$10.2M

939,130

建仓

— PRAETORIAN ACQUISITION CORP

+$10.0M

1,020,611

建仓

— HENNESSY CAP INVTS CORP VIII

+$10.0M

1,000,000

建仓

— PONO CAP FOUR INC

+$10.0M

1,000,000

减持

— D. BORAL ARC ACQ I CORP.

-$10.0M

995,215 -50%

清仓

— OTG ACQUISITION CORP. I

-$9.9M

0 -100%

清仓

— SYNOVUS FINL CORP

-$9.8M

0 -100%

清仓

MOFG MIDWESTONE FINL GROUP INC NE

-$9.6M

0 -100%

清仓

KMB KIMBERLY-CLARK CORP

-$9.6M

0 -100%

建仓

— ENHABIT INC

+$9.6M

678,638

建仓

— MOUNTAIN LAKE ACQUISIT CORP

+$9.5M

971,419

建仓

— HCM IV ACQUISITION CORP

+$9.3M

926,500

增持

LBRDK LIBERTY BROADBAND CORP

+$9.1M

260,988 +214%

建仓

GDEN GOLDEN ENTMT INC

+$9.1M

339,196

增持

— FLUSHING FINL CORP

+$8.7M

821,349 +220%

建仓

— SUMA ACQUISITION CORP

+$8.7M

863,411

清仓

— ITHAX ACQUISITION CORP III

-$8.7M

0 -100%

清仓

— TRUECAR INC

-$8.6M

0 -100%

建仓

— ITHAX ACQUISITION CORP III

+$8.5M

863,523

清仓

FSFG FIRST SVGS FINL GROUP INC

-$8.5M

0 -100%

清仓

CTGO CONTANGO ORE INC

-$8.5M

0 -100%

建仓

WBS WEBSTER FINL CORP

+$8.4M

121,372

清仓

— RANGE CAP ACQUISITION CORP I

-$8.4M

0 -100%

清仓

— GULF IS FABRICATION INC

-$8.4M

0 -100%

建仓

— VINE HILL CAP INVTS CORP II

+$8.2M

827,888

增持

— ON24 INC

+$8.2M

1,102,841 +1056%

增持

MBC MASTERBRAND INC

+$8.1M

1,065,129 +1407%

建仓

— Q2 HLDGS INC

+$7.9M

8,000,000

清仓

— SILVERBOX CORP V

-$7.9M

0 -100%

建仓

— KRAKACQUISITION CORPORATION

+$7.9M

799,998

减持

— VINE HILL CAP INVTS CORP II

-$7.9M

19,356 -98%

清仓

— SILICON VY ACQUISITION CORP

-$7.8M

0 -100%

建仓

— SILVERBOX CORP V

+$7.8M

787,395

增持

LNKB LINKBANCORP INC

+$7.7M

1,129,438 +442%

建仓

— ILLUMINATION ACQUISITIO CORP

+$7.5M

757,956

增持

— NEW PROVIDENCE ACQUISITION C

+$7.5M

1,050,563 +227%

建仓

— FG IMPERII ACQUISITION CORP

+$7.4M

750,006

增持

— SNOWFLAKE INC

+$7.3M

32,076,000 +56%

清仓

— BANKFINANCIAL CORP

-$7.3M

0 -100%

建仓

— TAILWIND 2 ACQUISITION COR

+$7.3M

732,470

建仓

OLPX OLAPLEX HLDGS INC

+$7.1M

3,500,001

建仓

— IDEA ACQUISITION CORP

+$6.9M

700,000

建仓

— DAEDALUS SPL ACQUISITION COR

+$6.9M

700,000

清仓

— QUIPT HOME MEDICAL CORP

-$6.9M

0 -100%

清仓

PCH POTLATCHDELTIC CORPORATION

-$6.9M

0 -100%

建仓

— CAMBRIDGE ACQUISITION CORP

+$6.8M

684,297

清仓

— SAFEGUARD ACQUISITION CORP

-$6.6M

0 -100%

建仓

— X3 ACQUISITION CORP LTD

+$6.6M

665,728

建仓

— SPARTACUS ACQUISITION CORP I

+$6.5M

650,002

建仓

— PROEM ACQUISITION CORP I

+$6.5M

649,860

建仓

— TRANSOCEAN LTD

+$6.1M

757,501

建仓

— SAFEGUARD ACQUISITION CORP

+$6.0M

599,800

清仓

— TAILWIND 2 ACQUISITION COR

-$5.8M

0 -100%

建仓

— INFINITE EAGLE ACQUISITION C

+$5.6M

564,189

建仓

— LEGATO MERGER CORP IV

+$5.5M

558,779

清仓

— HARVARD AVE ACQUISITION CORP

-$5.4M

0 -100%

增持

— WEN ACQUISITION CORP

+$5.4M

725,000 +262%

建仓

— HARVARD AVE ACQUISITION CORP

+$5.4M

535,863

建仓

— SILICON VY ACQUISITION CORP

+$5.3M

532,860

清仓

— DYNAVAX TECHNOLOGIES CORP

-$5.2M

0 -100%

建仓

— ABONY ACQUISITION CORP I

+$5.2M

519,652

建仓

— MUZERO ACQUISITION CORP

+$5.0M

512,153

清仓

— PELICAN ACQUISITION CORP

-$5.0M

0 -100%

建仓

— TRAILBLAZER ACQUISITION CORP

+$5.0M

500,000

清仓

BE BLOOM ENERGY CORP

-$5.0M

0 -100%

建仓

— ARCHIMEDES TECH SPAC PTNRS I

+$5.0M

504,602

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。