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

SCOGGIN MANAGEMENT LP

报告期 2026-03-31 · CIK 0001086416

持仓数

51

前50大市值合计

$1.04B

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 64 项建仓 17增持 11减持 16清仓 20

方向

标的

Δ市值

现股数(环比)

增持

WULF TERAWULF INC

+$106.9M

13,725,000 +21%

增持

SPY SPDR S&P 500 ETF TR

+$53.6M

150,000 +100%

增持

ECHO ECHOSTAR CORP

+$46.8M

712,500 +159%

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。

减持

TDS TELEPHONE & DATA SYS INC

-$26.6M

500,000 -62%

减持

CORZ CORE SCIENTIFIC INC NEW

-$20.3M

2,650,000 -33%

减持

DIS DISNEY WALT CO

-$19.1M

50,000 -75%

增持

NRGV ENERGY VAULT HOLDINGS INC

+$16.0M

6,125,000 +96%

清仓

— SOHO HOUSE & CO INC

-$15.8M

0 -100%

增持

IBIT ISHARES BITCOIN TRUST ETF

+$15.0M

325,000 +225%

减持

— NEBIUS GROUP N.V.

+$13.7M

337,500 -23%

清仓

AD UNITED STATES CELLULAR CORP

-$12.8M

0 -100%

减持

PTON PELOTON INTERACTIVE INC

-$8.8M

375,000 -79%

增持

MSOS ADVISORSHARES TR

+$8.4M

2,250,000 +125%

清仓

HYG ISHARES TR

-$8.1M

0 -100%

清仓

ESI ELEMENT SOLUTIONS INC

-$7.4M

0 -100%

建仓

— WILLOW LANE ACQUISITION CORP

+$6.8M

585,000

增持

KVUE KENVUE INC

+$5.9M

525,000 +320%

建仓

GRPN GROUPON INC

+$5.8M

250,000

清仓

TIC ACUREN CORP

-$5.5M

0 -100%

建仓

NLY ANNALY CAPITAL MANAGEMENT IN

+$5.1M

250,000

建仓

WBD WARNER BROS DISCOVERY INC

+$4.9M

250,000

增持

LENZ LENZ THERAPEUTICS INC

+$4.6M

225,000 +13%

减持

UNFI UNITED NAT FOODS INC

-$4.2M

75,000 -75%

建仓

VISN COMMSCOPE HLDG CO INC

+$3.9M

250,000

清仓

APO APOLLO GLOBAL MGMT INC

-$3.5M

0 -100%

建仓

HUT HUT 8 CORP

+$3.5M

100,000

清仓

CI THE CIGNA GROUP

-$3.3M

0 -100%

清仓

LTM LATAM AIRLINES GROUP SA

-$3.0M

0 -100%

减持

ATEX ANTERIX INC

-$2.9M

225,000 -25%

减持

— ECHOSTAR CORP

+$2.7M

3,500,000 -30%

清仓

ARKK ARK ETF TR

-$2.6M

0 -100%

建仓

AGNC AGNC INVT CORP

+$2.4M

250,000

建仓

— IREN LIMITED

+$2.3M

50,000

减持

CRWV COREWEAVE INC

-$2.3M

25,000 -29%

清仓

— HCM II ACQUISITION CORP

-$2.2M

0 -100%

清仓

— TELUS INTL CDA INC

-$2.0M

0 -100%

减持

NEXT NEXTDECADE CORP

-$1.9M

250,000 -38%

清仓

SLV ISHARES SILVER TR

-$1.6M

0 -100%

清仓

DQ DAQO NEW ENERGY CORP

-$1.5M

0 -100%

增持

GOOG ALPHABET INC

+$1.3M

12,500 +25%

减持

TSLA TESLA INC

+$1.1M

15,000 -14%

建仓

CLW CLEARWATER PAPER CORP

+$1.0M

50,000

增持

CLNN CLENE INC

+$948.1K

250,000 +75%

清仓

CENX CENTURY ALUM CO

-$901.0K

0 -100%

清仓

BW BABCOCK & WILCOX ENTERPRISES

-$865.9K

0 -100%

清仓

— YORKVILLE ACQUISITION CORP.

-$843.8K

0 -100%

清仓

— BIT DIGITAL INC

-$821.3K

0 -100%

清仓

MAPS WM TECHNOLOGY INC

-$672.0K

0 -100%

减持

— RENATUS TACTICAL ACQUIS

-$668.8K

25,000 -67%

减持

— CANTOR EQUITY PARTNERS II IN CL A

-$564.5K

25,000 -67%

增持

SOC SABLE OFFSHORE CORP

-$552.8K

912,500 +22%

减持

AMZN AMAZON COM INC

-$547.1K

7,500 -25%

建仓

VECO VEECO INSTRS INC DEL

+$546.1K

17,947

清仓

ETH GRAYSCALE ETHEREUM MINI TR E

-$545.6K

0 -100%

减持

— CANTOR EQUITY PARTNERS III I

-$533.3K

25,000 -67%

建仓

— FUTURECREST ACQUISITION CORP

+$530.0K

50,000

建仓

HURC HURCO CO

+$513.6K

29,517

建仓

— BTC DEV CORP

+$505.0K

50,000

建仓

XPEL XPEL INC

+$496.1K

15,000

清仓

ABM ABM INDS INC

-$472.1K

0 -100%

减持

— REPUBLIC DIGITAL ACQUISITION

-$272.3K

25,000 -50%

建仓

— 1RT ACQUISITION CORP.

+$263.8K

25,000

建仓

— CANTOR EQUITY PARTNERS IV IN

+$254.6K

25,000

建仓

USIO USIO INC

+$113.6K

80,000