2026 Q2 · 13F · 主动机构全景2026 Q2 · 13F · Active Managers Full View
30 家主动机构 · 11,207 只标的30 active managers · 11,207 securities
覆盖 30 家知名对冲基金、投资人与私募的完整持仓变动（含小票）。全市场净增持，最强共识是 SpaceX、Intel、Seagate；最强净减持是 Broadcom、Microsoft。Full position changes for 30 famous hedge funds, investors and private funds (small caps included). Net buying overall; top consensus SpaceX/Intel/Seagate; top net cuts Broadcom/Microsoft.
11,207
被调仓标的（含小票）Securities touched
9,173 / 5,478
增持 / 减持笔数Increases / decreases
6,715 / 5,028
新建 / 清仓笔数New / exited
1416.7B
持仓市值净变动Net value change
共识度排名（按净增持机构数）Consensus Ranking (net buyers)
最多增持Most added
touched
net
+
-
新
清
Δ市值
SPACE EXPLORATION TECHN CORP
12
+12
0
0
12
0
38.6B
INTEL CORP
12
+10
8
0
3
1
23.6B
SEAGATE TECHNOLOGY HLDNGS PL
10
+10
7
0
3
0
15.2B
ADVANCED MICRO DEVICES INC
11
+9
8
1
2
0
56.7B
LAM RESEARCH CORP
12
+8
8
1
2
1
9.1B
HUT 8 CORP
10
+8
5
0
4
1
2.7B
CORE SCIENTIFIC INC NEW
8
+8
6
0
2
0
1.5B
RIOT PLATFORMS INC
8
+8
4
0
4
0
1.1B
CHUBB LIMITED
8
+8
0
0
8
0
12.3B
CEREBRAS SYSTEMS INC
8
+8
0
0
8
0
6.4B
BERKSHIRE HATHAWAY INC DEL
8
+8
6
0
2
0
5.7B
ALPHABET INC
23
+7
13
6
2
2
68.6B
AMAZON COM INC
19
+7
11
4
2
2
32.2B
VISA INC
15
+7
9
2
2
2
6.5B
SNOWFLAKE INC
11
+7
7
1
2
1
5.4B
TEXAS INSTRS INC
9
+7
4
1
4
0
3.6B
UNION PAC CORP
9
+7
7
1
1
0
1.8B
AURORA INNOVATION INC
7
+7
2
0
5
0
93M
SITIME CORP
7
+7
3
0
4
0
815M
SHARONAI HOLDINGS INC
7
+7
1
0
6
0
346M
SUPER MICRO COMPUTER INC
7
+7
6
0
1
0
3.5B
KENVUE INC
7
+7
6
0
1
0
327M
最多减持Most cut
touched
net
+
-
新
清
Δ市值
CHUBB LTD SWITZ
8
-8
0
0
0
8
-11.7B
BANK AMERICA CORP
7
-7
0
0
0
7
-25.9B
APELLIS PHARMACEUTICALS INC
7
-7
0
0
0
7
-273M
AMICUS THERAPEUTIC
7
-7
0
0
0
7
-129M
CENTRAIS ELET BRAS SA
6
-6
0
0
0
6
-31M
CENTESSA PHARMACEUTICALS PLC
6
-6
0
0
0
6
-238M
HOLOGIC INC
6
-6
0
0
0
6
-190M
GFL ENVIRONMENTAL INC
6
-6
0
5
0
1
-216M
CARNIVAL CORP
6
-6
0
0
0
6
-730M
CURTISS WRIGHT CORP
6
-6
0
4
0
2
-84M
CLEAR CHANNEL OUTDOOR HLDGS
6
-6
0
3
0
3
-25M
SYNDAX PHARMACEUTICALS INC
6
-6
0
4
0
2
-68M
机构 × 标的 调仓热力图Manager × Name Positioning Heatmap
机构Manager
SPCX
GOOGL
AMZN
NVDA
AVGO
MU
AMD
TSM
STX
INTC
MSFT
TSLA
META
V
AAPL
Altimeter Capital
Appaloosa
Baupost Group
Berkshire Hathaway
Bridgewater Associates
Citadel Advisors
Coatue Management
D1 Capital
Duquesne Family Office
Elliott Investment
Farallon Capital
Greenwoods Asset (Jinglin)
H&H International (Duan)
HHLR Advisors (Hillhouse)
Himalaya Capital (Li Lu)
Jane Street
Lone Pine Capital
Millennium Management
Pershing Square
Point72 Asset Management
Public Investment Fund
Renaissance Technologies
Soros Fund Management
Starboard Value
TCI Fund Management
Third Point
Tiger Global
Two Sigma
ValueAct
Viking Global
新建New增持Add持有Held减持Cut清仓Exit
口径：30 家主动型机构（排除被动 ETF 资管巨头），13F 为 6/30 季度末快照、滞后约 45 天、不含空头与期权全貌；数据来自 SEC EDGAR 原始文件，是选股线索不是买入信号。Scope: 30 active managers (passive ETF giants excluded). 13F is a 6/30 snapshot ~45 days late, omitting shorts and the full options picture; sourced from SEC EDGAR originals — an idea map, not a buy list.
