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Murchinson Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Murchinson Ltd.
报告期 2026-03-31 · CIK 0001838556
持仓数
95
前50大市值合计
$775.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 105 项
建仓 62
增持 13
减持 6
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
MCD
MCDONALDS CORP
+$310.9M
150,000
增持
SPY
SPDR S&P 500 ETF TR
+$250.4M
500,000
+900%
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$204.0M
4,300,083
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
WEX
WEX INC
+$192.7M
200,000
建仓
SOBO
SOUTH BOW CORP
+$134.6M
5,274,000
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$79.6M
110,000
建仓
JNJ
JOHNSON & JOHNSON
+$78.8M
100,000
建仓
—
ETF OPPORTUNITIES TRUST
+$54.6M
100,000
建仓
GDX
VANECK ETF TRUST
+$46.8M
250,000
减持
—
HESS CORP
-$32.8M
3,000
-99%
建仓
AEM
AGNICO EAGLE MINES LTD
+$19.5M
180,000
建仓
SU
SUNCOR ENERGY INC NEW
+$19.4M
500,000
建仓
—
INTRA-CELLULAR THERAPIES INC
+$15.8M
120,049
建仓
NTR
NUTRIEN LTD
+$13.7M
275,000
清仓
ACI
ALBERTSONS COS INC
-$11.8M
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$11.7M
250,000
建仓
—
DISCOVER FINL SVCS
+$10.5M
61,244
建仓
QSR
RESTAURANT BRANDS INTL INC
+$9.8M
146,832
建仓
—
MONEYLION INC
+$9.7M
111,569
清仓
—
HASHICORP INC
-$6.0M
0
-100%
增持
GOOG
ALPHABET INC
+$5.9M
50,000
+400%
建仓
—
GLOBAL PMTS INC
+$5.7M
6,000,000
建仓
—
PARAGON 28 INC
+$5.2M
400,000
建仓
XIFR
XPLR INFRASTRUCTURE LP
+$4.8M
60,000
建仓
INOD
INNODATA INC
+$4.8M
20,000
清仓
—
FUBOTV INC
-$4.2M
0
-100%
清仓
ECHO
ECHOSTAR CORP
-$3.7M
0
-100%
建仓
—
DESKTOP METAL INC
+$3.7M
750,000
建仓
LYFT
LYFT INC
+$3.6M
299,900
清仓
—
ASML HOLDING N V
-$3.5M
0
-100%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$3.3M
106,874
减持
—
UNITED STATES STL CORP NEW
+$3.2M
801,700
-11%
建仓
RNST
RENASANT CORP
+$3.2M
94,974
建仓
—
FORWARD AIR CORP
+$2.8M
100,000
增持
GS
GOLDMAN SACHS GROUP INC
+$2.6M
10,000
+100%
减持
TSSI
TSS INC DEL
-$2.4M
44,173
-81%
建仓
—
PERION NETWORK LTD
+$2.3M
279,380
清仓
IONQ/WS
IONQ INC
-$2.3M
0
-100%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$2.2M
50,000
清仓
CLST
CATALYST BANCORP INC
-$1.7M
0
-100%
建仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
+$1.7M
50,000
清仓
RGTI
RIGETTI COMPUTING INC
-$1.5M
0
-100%
建仓
SPCE
VIRGIN GALACTIC HOLDINGS INC
+$1.5M
494,500
清仓
—
REVELYST INC
-$1.5M
0
-100%
建仓
—
PLAYA HOTELS & RESORTS NV
+$1.4M
107,500
清仓
LUNR
INTUITIVE MACHINES INC
-$1.3M
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$1.2M
0
-100%
增持
OABI
OMNIAB INC
-$1.1M
1,007,810
+1%
建仓
IONQ
IONQ INC
+$1.1M
50,000
建仓
—
CLARIVATE PLC
+$982.5K
250,000
建仓
PPLI
IAC INC
+$946.2K
25,000
建仓
CRWV
COREWEAVE INC
+$927.0K
25,000
建仓
—
DRUGS MADE IN AMER ACQUTN CO
+$915.3K
90,000
减持
—
NEBIUS GROUP N.V.
-$883.5K
50,000
-29%
建仓
HOPE
HOPE BANCORP INC
+$804.4K
76,830
建仓
NTGR
NETGEAR INC
+$787.6K
32,200
建仓
SFM
SPROUTS FMRS MKT INC
+$763.2K
5,000
清仓
CELG-R
BRISTOL-MYERS SQUIBB CO
-$700.0K
0
-100%
清仓
SKYT
SKYWATER TECHNOLOGY INC
-$690.0K
0
-100%
建仓
—
FRONTLINE PLC
+$676.3K
45,540
清仓
AMTM
AMENTUM HOLDINGS INC
-$630.9K
0
-100%
增持
TDAY
GANNETT CO INC
-$629.7K
570,000
+27%
清仓
GEL
GENESIS ENERGY L P
-$505.5K
0
-100%
增持
ORMP
ORAMED PHARMACEUTICALS INC
-$488.6K
1,751,759
+0%
清仓
IOT
SAMSARA INC
-$436.9K
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$428.0K
12,500
建仓
ANSS
ANSYS INC
+$415.6K
1,313
清仓
—
GLOBALSTAR INC
-$414.0K
0
-100%
清仓
FFAI
FARADAY FUTURE INTLGT ELEC I
-$390.5K
0
-100%
增持
—
FTAI AVIATION LTD
+$390.1K
10,000
+100%
增持
—
SURMODICS INC
-$365.7K
52,981
+6%
建仓
ENSC
ENSYSCE BIOSCIENCES INC
+$358.4K
140,000
增持
BBBY
BEYOND INC
+$284.2K
100,000
+67%
清仓
—
SCILEX HOLDING CO
-$283.0K
0
-100%
建仓
BTAI
BIOXCEL THERAPEUTICS INC
+$276.2K
136,076
建仓
PLCE
CHILDRENS PL INC NEW
+$266.2K
30,456
清仓
—
LIBERTY MEDIA CORP DEL
-$262.0K
0
-100%
建仓
—
BLUEBIRD BIO INC
+$253.8K
52,000
建仓
—
ARBE ROBOTICS LTD
+$250.0K
100,000
建仓
—
BEACON ROOFING SUPPLY INC
+$247.4K
2,000
建仓
BNC
CEA INDUSTRIES INC
+$230.2K
25,812
建仓
—
BARK INC
+$227.3K
163,543
建仓
—
CHIMERIX INC
+$204.2K
24,000
建仓
—
RADIUS RECYCLING INC
+$202.2K
7,000
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$201.1K
18,000
建仓
—
2SEVENTY BIO INC
+$197.6K
40,000
清仓
—
REDWIRE CORPORATION
-$166.5K
0
-100%
增持
—
GRYPHON DIGITAL MNG INC
+$149.3K
2,403,988
+271%
清仓
KLTR
KALTURA INC
-$137.0K
0
-100%
减持
FLNA
CASSAVA SCIENCES INC
-$126.9K
42,500
-59%
建仓
—
AMERICAS GOLD AND SILVER COR
+$107.0K
200,000
减持
—
FUBOTV INC
+$101.3K
50,000
-84%
建仓
ACCD
ACCOLADE INC
+$101.2K
14,500
建仓
—
VOXX INTL CORP
+$100.5K
13,400
建仓
—
ALTUS POWER INC
+$100.5K
20,300
增持
—
BEYOND MEAT INC
-$86.2K
11,500,000
+21%
增持
—
RITHM PPTY TR INC
+$84.8K
42,500
+240%
建仓
SPIR
SPIRE GLOBAL INC
+$80.9K
10,000
清仓
TMCI
TREACE MED CONCEPTS INC
-$74.4K
0
-100%
建仓
—
EPSIUM ENTERPRISE LTD
+$52.9K
10,000
增持
ENVX
ENOVIX CORPORATION
+$40.9K
50,000
+67%
建仓
RLAY
RELAY THERAPEUTICS INC
+$26.2K
10,000
建仓
GSAT
GLOBALSTAR INC
+$19.6K
14,000
建仓
HUMA
HUMACYTE INC
+$17.1K
10,000
清仓
AMPG
AMPLITECH GROUP INC
-$5.0K
0
-100%