小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Weiss Asset Management LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Weiss Asset Management LP
报告期 2026-03-31 · CIK 0001357550
持仓数
488
前50大市值合计
$4.03B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 73
增持 27
减持 14
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
MSTR
MICROSTRATEGY INC
+$1.18B
5,714,079
+46%
增持
NVDA
NVIDIA CORPORATION
+$997.5M
9,843,559
+91%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$446.8M
8,917,838
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。
+321%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$216.4M
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$190.1M
612,743
+328%
清仓
—
NRG ENERGY INC
-$120.4M
0
-100%
减持
—
SUPER MICRO COMPUTER INC
-$107.0M
116,884,000
-51%
清仓
AME
AMETEK INC
-$87.3M
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC
+$82.5M
3,363,687
+40%
减持
TSLA
TESLA INC
-$81.5M
127,339
-73%
增持
—
AMEDISYS INC
+$67.2M
689,428
+9749%
建仓
—
INTERPUBLIC GROUP COS INC
+$62.5M
2,554,770
清仓
—
ENPHASE ENERGY INC
-$62.0M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$57.0M
399
-97%
建仓
DASH
DOORDASH INC
+$55.3M
224,443
建仓
—
CRH PLC
+$49.2M
535,736
增持
—
SUNRUN INC
+$45.5M
89,708,000
+246%
建仓
BAC
BANK AMERICA CORP
+$44.8M
947,326
建仓
NDAQ
NASDAQ INC
+$41.4M
462,554
增持
ENPH
ENPHASE ENERGY INC
+$39.9M
1,006,400
+316378%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$39.8M
247,691
清仓
—
CHAMPIONX CORPORATION
-$38.7M
0
-100%
增持
ANSS
ANSYS INC
+$38.5M
114,222
+2184%
建仓
APH
AMPHENOL CORP NEW
+$38.2M
386,812
建仓
CMCSA
COMCAST CORP NEW
+$37.5M
1,050,000
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$37.3M
135,029
建仓
COR
CENCORA INC
+$36.5M
121,831
建仓
IQV
IQVIA HLDGS INC
+$35.5M
225,307
建仓
MRK
MERCK & CO INC
+$35.4M
447,390
建仓
SFM
SPROUTS FMRS MKT INC
+$35.1M
213,270
建仓
CRM
SALESFORCE INC
+$34.8M
127,733
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$34.6M
0
-100%
建仓
INSM
INSMED INC
+$34.2M
339,825
建仓
EXE
EXPAND ENERGY CORPORATION
+$33.6M
287,752
增持
WELL
WELLTOWER INC
+$33.3M
372,750
+138%
增持
—
ETSY INC
+$33.0M
38,397,000
+2460%
减持
OMC
OMNICOM GROUP INC
-$32.5M
203,624
-64%
建仓
PEP
PEPSICO INC
+$31.8M
241,093
清仓
—
DISCOVER FINL SVCS
-$31.0M
0
-100%
减持
—
BRIGHTSPRING HEALTH SVCS INC
-$28.4M
310,553
-62%
建仓
ROP
ROPER TECHNOLOGIES INC
+$28.1M
49,608
建仓
SAIA
SAIA INC
+$26.9M
98,136
建仓
—
MR COOPER GROUP INC
+$26.8M
179,771
增持
—
ORMAT TECHNOLOGIES INC
+$26.5M
54,450,000
+68%
建仓
—
GARMIN LTD
+$25.5M
122,045
建仓
CG
CARLYLE GROUP INC
+$25.5M
495,199
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$24.9M
449,952
清仓
—
EXXON MOBIL CORP
-$24.4M
0
-100%
建仓
MLI
MUELLER INDS INC
+$24.3M
306,160
建仓
AJG
GALLAGHER ARTHUR J & CO
+$23.4M
73,201
建仓
—
PARAMOUNT GLOBAL
+$23.2M
1,796,493
减持
MPT
MEDICAL PPTYS TRUST INC
-$23.0M
8,274,100
-15%
增持
PRMB
PRIMO BRANDS CORPORATION
+$22.8M
808,204
+2377%
增持
CVX
CHEVRON CORP NEW
+$22.1M
163,114
+2021%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$21.5M
0
-100%
减持
—
CAMTEK LTD
+$20.6M
66,308,000
-4%
建仓
OTIS
OTIS WORLDWIDE CORP
+$20.6M
207,555
清仓
MSI
MOTOROLA SOLUTIONS INC
-$20.3M
0
-100%
清仓
PLD
PROLOGIS INC.
-$20.1M
0
-100%
建仓
HLNE
HAMILTON LANE INC
+$19.5M
137,101
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$19.5M
83,688
建仓
RKLB
ROCKET LAB CORP
+$18.9M
528,921
减持
AVGO
BROADCOM INC
+$18.8M
189,105
-5%
增持
GOOGL
ALPHABET INC
+$18.7M
107,726
+5165%
清仓
—
IQIYI INC
-$18.6M
0
-100%
清仓
IT
GARTNER INC
-$18.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$18.3M
55,800
-41%
建仓
—
SOUTHSTATE CORPORATION
+$17.7M
192,341
清仓
QCOM
QUALCOMM INC
-$17.6M
0
-100%
建仓
ASTS
AST SPACEMOBILE INC
+$17.4M
371,396
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$17.3M
396,105
增持
IEX
IDEX CORP
+$17.1M
334,529
+45%
建仓
APP
APPLOVIN CORP
+$16.8M
48,121
增持
—
JUNIPER NETWORKS INC
+$16.8M
820,536
+86%
增持
—
IONIS PHARMACEUTICALS INC
+$16.8M
76,616,000
+25%
建仓
CAVA
CAVA GROUP INC
+$16.5M
195,573
建仓
WTRG
ESSENTIAL UTILS INC
+$16.1M
434,672
增持
IWM
ISHARES TR
+$16.0M
101,580
+243%
增持
—
WEIBO CORP
+$15.6M
62,043,000
+25%
清仓
HAL
HALLIBURTON CO
-$15.5M
0
-100%
建仓
—
FTAI AVIATION LTD
+$15.5M
134,604
增持
—
HESS CORP
+$15.5M
166,646
+250%
清仓
—
EQUITY COMWLTH
-$15.0M
0
-100%
建仓
WMB
WILLIAMS COS INC
+$15.0M
238,875
建仓
SYK
STRYKER CORPORATION
+$15.0M
37,847
清仓
—
MICROCHIP TECHNOLOGY INC.
-$14.9M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$14.6M
113,107
+467%
建仓
AXON
AXON ENTERPRISE INC
+$13.8M
16,653
减持
DE
DEERE & CO
-$12.9M
39,797
-44%
建仓
DRS
LEONARDO DRS INC
+$12.7M
273,964
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$12.7M
78,407
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$12.7M
127,600
-28%
建仓
BA
BOEING CO
+$12.4M
59,404
减持
OPK
OPKO HEALTH INC
-$12.3M
4,756,992
-57%
建仓
WCC
WESCO INTL INC
+$12.3M
66,232
清仓
—
LI AUTO INC
-$12.3M
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$12.2M
0
-100%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$12.0M
350,036
清仓
—
SEALED AIR CORP NEW
-$11.7M
0
-100%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$11.5M
0
-100%
清仓
—
MICROSTRATEGY INC
-$11.5M
0
-100%
清仓
TJX
TJX COS INC NEW
-$11.4M
0
-100%
建仓
RVMD
REVOLUTION MEDICINES INC
+$11.2M
303,772
建仓
IRM
IRON MTN INC DEL
+$11.1M
108,426
清仓
VICI
VICI PPTYS INC
-$11.1M
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$11.0M
211,252
建仓
SBUX
STARBUCKS CORP
+$10.9M
118,413
建仓
CLX
CLOROX CO DEL
+$10.8M
89,671
建仓
AUR
AURORA INNOVATION INC
+$10.7M
2,051,216
增持
CHH
CHOICE HOTELS INTL INC
+$10.6M
89,212
+1577%
建仓
POST
POST HLDGS INC
+$10.5M
96,294
建仓
AN
AUTONATION INC
+$10.3M
51,931
建仓
TER
TERADYNE INC
+$10.3M
114,588
增持
HCA
HCA HEALTHCARE INC
+$10.2M
33,819
+321%
减持
V
VISA INC
-$10.2M
32,352
-48%
增持
—
GREENBRIER COS INC
+$10.1M
22,580,000
+79%
建仓
—
KELLANOVA
+$10.1M
126,902
建仓
ADBE
ADOBE INC
+$9.9M
25,607
清仓
CTRA
COTERRA ENERGY INC
-$9.9M
0
-100%
减持
—
NEXTERA ENERGY INC
-$9.8M
550,000
-29%
清仓
JKHY
HENRY JACK & ASSOC INC
-$9.4M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$9.3M
0
-100%
清仓
LII
LENNOX INTL INC
-$9.2M
0
-100%
清仓
—
ECHOSTAR CORP
-$9.2M
0
-100%
建仓
RAL
RALLIANT CORP
+$9.0M
186,187
清仓
PYPL
PAYPAL HLDGS INC
-$8.9M
0
-100%
建仓
CF
CF INDS HLDGS INC
+$8.7M
94,861
建仓
—
ETSY INC
+$8.7M
10,160,000
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$8.7M
57,417
清仓
BLK
BLACKROCK INC
-$8.5M
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$8.5M
0
-100%
建仓
EOG
EOG RES INC
+$8.3M
69,657
建仓
ZS
ZSCALER INC
+$8.3M
26,451
建仓
CI
THE CIGNA GROUP
+$8.3M
24,994
建仓
AFL
AFLAC INC
+$8.2M
77,640
建仓
GLXY
GALAXY DIGITAL INC.
+$8.0M
366,145
清仓
DKS
DICKS SPORTING GOODS INC
-$7.9M
0
-100%
清仓
ABT
ABBOTT LABS
-$7.9M
0
-100%
建仓
JBTM
JBT MAREL CORPORATION
+$7.9M
65,825
建仓
—
GATES INDL CORP PLC
+$7.8M
337,099
建仓
—
BIT DIGITAL INC
+$7.8M
3,543,602
建仓
SLGN
SILGAN HLDGS INC
+$7.7M
141,597
增持
FTV
FORTIVE CORP
-$7.7M
408,569
+3%
建仓
ENTG
ENTEGRIS INC
+$7.6M
94,770
清仓
C
CITIGROUP INC
-$7.6M
0
-100%
增持
ETHA
ISHARES ETHEREUM TR
+$7.6M
635,354
+93%
建仓
GWW
GRAINGER W W INC
+$7.5M
7,219
建仓
TTAN
SERVICETITAN INC
+$7.5M
70,000
清仓
BIDU
BAIDU INC
-$7.5M
0
-100%
建仓
SYF
SYNCHRONY FINANCIAL
+$7.1M
106,060
