Cygnus Capital Advisors, LLC

报告期 2026-03-31 · CIK 0002114319

持仓数

111

前50大市值合计

$143.2M

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 40增持 23减持 11清仓 76

方向

标的

Δ市值

现股数(环比)

清仓

— Makita Corp

-$18.9M

0 -100%

建仓

— Novo Nordisk A/S

+$12.7M

54,800

建仓

KD Kyndryl Holdings Inc

+$5.1M

386,000

增持

UPS United Parcel Service Inc

+$4.7M

58,800 +444%

建仓

NINE Nine Energy Service Inc

+$3.7M

455,058

建仓

ADBE Adobe Inc

+$3.4M

13,800

清仓

— Equinor ASA

-$3.2M

0 -100%

建仓

VSNT Versant Media Group Inc

+$3.1M

84,578

建仓

WDAY Workday Inc

+$2.8M

21,800

建仓

— easyJet plc

+$2.8M

800,000

建仓

— Deutsche Lufthansa AG

+$2.2M

308,000

增持

AAP Advance Auto Parts Inc

+$2.1M

126,178 +8%

清仓

— Sotherly Hotels Inc

-$1.8M

0 -100%

清仓

— Ngl Energy Partners Lp

-$1.8M

0 -100%

清仓

— Sotherly Hotels Inc 7.875 Pfd

-$1.7M

0 -100%

增持

NWL Newell Brands Inc

+$1.7M

559,097 +741%

清仓

DQ Daqo New Energy Corp

-$1.6M

0 -100%

增持

CNNE Cannae Holdings Inc

+$1.2M

214,848 +173%

清仓

— Banc Of California Inc.pfd 7.7500 Series F

-$1.0M

0 -100%

减持

CALY Callaway Golf Company

-$942.0K

83,092 -54%

增持

TRIP TripAdvisor Inc

+$720.0K

284,113 +79%

增持

KVUE Kenvue Inc

+$706.0K

102,800 +66%

增持

NRP Natural Resource Partners LP

+$685.0K

9,800 +104%

建仓

— Pandora A/S

+$567.0K

1,250

建仓

JLL Jones Lang LaSalle Inc

+$548.0K

1,800

减持

— Hesai Group

-$536.0K

8,800 -12%

增持

PFE Pfizer Inc

+$522.0K

142,800 +2%

增持

MX MagnaChip Semiconductor Corp

+$497.0K

733,954 +20%

减持

VEON VEON Ltd

-$454.0K

38,880 -9%

增持

LYFT Lyft Inc

+$417.0K

119,915 +97%

清仓

— Qurate Retail Inc

-$413.0K

0 -100%

减持

M Macy's Inc

-$404.0K

11,800 -58%

建仓

VITL Vital Farms Inc

+$400.0K

28,318

清仓

— Acres Commercial Realty Corp

-$393.0K

0 -100%

减持

— Nebius Group NV

+$384.0K

25,000 -5%

清仓

DPMLF DPM Metals Inc

-$373.0K

0 -100%

减持

NGL NGL Energy Partners LP

-$339.0K

180,927 -30%

增持

WW Ww International Inc

-$334.0K

198,215 +89%

减持

— SMA Solar Technology AG

+$317.0K

94,800 -20%

减持

DALXF Spartan Delta Corp

+$278.0K

92,800 -28%

清仓

— Kelt Exploration Ltd

-$218.0K

0 -100%

建仓

— Critical Metals Corp

+$211.0K

26,617

清仓

AGI Alamos Gold Inc

-$142.0K

0 -100%

增持

QMCO Quantum Corp

+$142.0K

124,086 +79%

建仓

CYPH Cypherpunk Technologies Inc

+$135.0K

11,492

增持

SPWR SunPower Inc

+$134.0K

526,164 +55%

增持

KMX Carmax Inc

+$131.0K

7,800 +56%

建仓

GPRO GoPro Inc

+$124.0K

161,000

清仓

SPRY ARS Pharmaceuticals Inc

-$123.0K

0 -100%

建仓

SHOP Shopify Inc

+$119.0K

1,000

清仓

TRMLF Tourmaline Oil Corp

-$117.0K

0 -100%

增持

MNRO Monro Muffler Brake Inc

+$109.0K

32,880 +57%

建仓

AZIO Envirotech Vehicles Inc

+$90.0K

54,000

增持

— ALIGHT INC

-$90.0K

350,000 +132%

建仓

RANI Rani Therapeutics Holdings Inc

+$85.0K

115,649

建仓

— Robin Energy Ltd

+$83.0K

33,997

增持

ARLP Alliance Resource Partners LP

+$70.0K

13,624 +3%

增持

ANNX Annexon Inc

+$63.0K

22,200 +85%

建仓

LIMN Liminatus Pharma Inc

+$60.0K

350,000

建仓

— Olenox Industries Inc

+$58.0K

56,000

增持

SION Sionna Therapeutics Inc

+$53.0K

3,800 +58%

减持

GTE Gran Tierra Energy Inc

+$53.0K

81,610 -49%

建仓

NRIX Nurix Therapeutics Inc

+$51.0K

3,300

建仓

DFLI Dragonfly Energy Holdings Corp

+$47.0K

27,151

增持

ZYME Zymeworks Inc

+$47.0K

8,197 +37%

减持

STOK Stoke Therapeutics Inc

-$46.0K

1,500 -50%

建仓

AIFF Firefly Neuroscience Inc

+$44.0K

20,039

清仓

— Genius Sports Limited

-$42.0K

0 -100%

增持

CMPX Compass Therapeutics Inc.

+$41.0K

18,000 +80%

建仓

PSQH PSQ Holdings Inc

+$40.0K

76,000

清仓

IRON Disc Medicine Inc

-$40.0K

0 -100%

建仓

DVLT Datavault AI Inc

+$32.0K

51,293

建仓

CIRC Atlantic International Corp

+$32.0K

10,712

建仓

VSEE VSee Health Inc

+$30.0K

120,000

建仓

SIDU Sidus Space Inc

+$28.0K

12,000

建仓

— Nauticus Robotics Inc

+$27.0K

55,029

减持

IMNM Immunome Inc

-$22.0K

6,880 -14%

建仓

AMC AMC Entertainment Holdings Inc

+$21.0K

21,616

建仓

ARAI Arrive Ai Inc

+$21.0K

26,000

建仓

BURU Nuburu Inc

+$19.0K

108,625

清仓

TPG Tpg Inc

-$18.0K

0 -100%

建仓

JTAI Jet.AI Inc

+$18.0K

204,731

建仓

TXMD TherapeuticsMD Inc

+$18.0K

9,069

清仓

SNDA Sonida Senior Living Inc

-$16.0K

0 -100%

清仓

CECO CECO Environmental Corp

-$16.0K

0 -100%

清仓

GEF/B Greif Inc

-$16.0K

0 -100%

清仓

CYTK Cytokinetics Inc

-$15.0K

0 -100%

清仓

LAW Cs Disco Inc

-$14.0K

0 -100%

清仓

ZM Zoom Communications Inc

-$14.0K

0 -100%

清仓

BY Byline Bancorp Inc

-$13.0K

0 -100%

清仓

ICUI ICU Medical Inc

-$12.0K

0 -100%

清仓

IVVD Invivyd Inc

-$12.0K

0 -100%

建仓

— NVNI GROUP LTD

+$12.0K

10,775

清仓

PCOR Procore Technologies Inc

-$12.0K

0 -100%

清仓

TTMI TTM Technologies Inc

-$12.0K

0 -100%

清仓

GS Goldman Sachs Group Inc

-$12.0K

0 -100%

清仓

PMT PennyMac Mortgage Investment Trust

-$12.0K

0 -100%

建仓

WKHS Workhorse Group Inc

+$12.0K

4,001

清仓

AGYS Agilysys Inc

-$12.0K

0 -100%

清仓

REYN Reynolds Consumer Products Inc

-$12.0K

0 -100%

清仓

BWMN Bowman Consulting Group Ltd

-$11.0K

0 -100%

清仓

CART Maplebear Inc

-$11.0K

0 -100%

清仓

SNX TD SYNNEX Corp

-$11.0K

0 -100%

清仓

DHR Danaher Corp

-$11.0K

0 -100%

清仓

HII Huntington Ingalls Industries Inc

-$11.0K

0 -100%

清仓

RAPP Rapport Therapeutics Inc

-$10.0K

0 -100%

清仓

PKOH Park Ohio Holdings Corp

-$10.0K

0 -100%

清仓

SJM J M Smucker Co

-$10.0K

0 -100%

清仓

CTAS Cintas Corp

-$10.0K

0 -100%

清仓

ASAN Asana Inc

-$10.0K

0 -100%

清仓

RBA RB Global Inc

-$10.0K

0 -100%

清仓

FDX FedEx Corp

-$10.0K

0 -100%

清仓

DKS Dicks Sporting Goods Inc

-$9.0K

0 -100%

清仓

ABBV AbbVie Inc

-$9.0K

0 -100%

增持

BBWI Bath & Body Works Inc

+$9.0K

1,191 +82%

清仓

REZI Resideo Technologies Inc

-$9.0K

0 -100%

清仓

KEYS Keysight Technologies Inc

-$9.0K

0 -100%

清仓

— Perrigo Company PLC

-$9.0K

0 -100%

清仓

VCYT Veracyte Inc

-$9.0K

0 -100%

清仓

KYMR Kymera Therapeutics Inc

-$9.0K

0 -100%

清仓

CGON Cg Oncology Inc

-$9.0K

0 -100%

清仓

— Allegion PLC

-$8.0K

0 -100%

清仓

KBH KB Home

-$8.0K

0 -100%

建仓

— Vci Global Ltd

+$8.0K

5,136

建仓

ORBS Eightco Holdings Inc

+$8.0K

8,456

建仓

CVKD Cadrenal Therapeutics Inc

+$8.0K

1,492

清仓

VNOM Viper Energy Inc

-$8.0K

0 -100%

建仓

ASNS Actelis Networks Inc

+$8.0K

20,118

清仓

DOC Healthpeak Properties Inc

-$7.0K

0 -100%

清仓

— Uniqure NV

-$7.0K

0 -100%

清仓

AMPL Amplitude Inc

-$7.0K

0 -100%

清仓

POR Portland General Electric Co

-$7.0K

0 -100%

清仓

— Confluent Inc

-$7.0K

0 -100%

清仓

WRD Weride Inc

-$7.0K

0 -100%

清仓

OHI Omega Healthcare Investors Inc

-$7.0K

0 -100%

清仓

CMS CMS Energy Corp

-$6.0K

0 -100%

清仓

LZ Legalzoom.com Inc

-$6.0K

0 -100%

清仓

TTAN Servicetitan Inc

-$6.0K

0 -100%

清仓

AEO American Eagle Outfitters Inc

-$6.0K

0 -100%

清仓

XNCR Xencor Inc

-$6.0K

0 -100%

清仓

AXSM Axsome Therapeutics Inc

-$6.0K

0 -100%

清仓

ANF Abercrombie & Fitch Co

-$6.0K

0 -100%

清仓

LQDA Liquidia Corp

-$6.0K

0 -100%

清仓

EMR Emerson Electric Co

-$6.0K

0 -100%

增持

SRG Seritage Growth Properties

+$6.0K

851,447 +16%

清仓

AUR Aurora Innovation Inc

-$6.0K

0 -100%

清仓

ICFI ICF International Inc

-$5.0K

0 -100%

清仓

ALL Allstate Corp

-$5.0K

0 -100%

清仓

PODD Insulet Corp

-$5.0K

0 -100%

清仓

ANET Arista Networks Inc

-$5.0K

0 -100%

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。