PLUSTICK MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001643351

持仓数

前50大市值合计

$207.1M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 26 项建仓 8增持 3减持 8清仓 7

方向

标的

Δ市值

现股数(环比)

增持

ECHO ECHOSTAR CORP

+$21.5M

400,000 +23%

减持

APLD APPLIED DIGITAL CORP

+$15.6M

1,640,000 -25%

增持

INOD INNODATA INC

+$9.6M

360,000 +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

LENZ LENZ THERAPEUTICS INC

+$9.3M

200,000

建仓

FSLR FIRST SOLAR INC

+$8.8M

40,000

建仓

YOU CLEAR SECURE INC

+$7.3M

220,000

减持

— NEBIUS GROUP N.V.

+$6.9M

140,000 -13%

建仓

WW WW INTL INC

+$5.7M

210,000

建仓

KIND NEXTDOOR HOLDINGS INC

+$5.4M

2,600,000

减持

AR ANTERO RESOURCES CORP

-$4.6M

470,000 -7%

减持

NN NEXTNAV INC

-$4.1M

2,040,000 -7%

清仓

CORZ CORE SCIENTIFIC INC NEW

-$3.8M

0 -100%

清仓

MDU MDU RES GROUP INC

-$3.8M

0 -100%

清仓

— ENOVIX CORPORATION

-$2.9M

0 -100%

减持

LYFT LYFT INC

+$2.3M

400,000 -2%

清仓

UPWK UPWORK INC

-$2.3M

0 -100%

清仓

ETOR ETORO GROUP LTD

-$2.0M

0 -100%

建仓

WBD WARNER BROS DISCOVERY INC

+$2.0M

100,000

减持

GSAT GLOBALSTAR INC

+$1.9M

165,111 -6%

清仓

OSCR OSCAR HEALTH INC

-$1.8M

0 -100%

清仓

ENVX ENOVIX CORPORATION

-$1.2M

0 -100%

减持

VISN COMMSCOPE HLDG CO INC

-$1.0M

750,000 -51%

减持

SMCI SUPER MICRO COMPUTER INC

-$1.0M

250,000 -6%

建仓

HPE HEWLETT PACKARD ENTERPRISE C

+$491.2K

20,000

增持

MRNA MODERNA INC

+$446.2K

60,000 +50%

建仓

PFE PFIZER INC

+$254.8K

10,000