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CNBC · 可能延迟
It's Wayne
机构追踪/机构排行/机构详情

Situational Awareness LP

行业分布

  • 电子44.28%53.95亿
  • 计算机30.59%37.28亿
  • 机械设备11.14%13.58亿
  • 互联网与传媒5.73%6.98亿
  • 非银金融5.15%6.28亿
  • 其他3.11%--

持仓变动

增仓

股票变动股数变动比例
SHAZSharonAI Holdings
+267.48万+7.47%
HIVEHIVE Digital Technologies Ltd
+574.22万+2.09%
RIOTRiot Platforms
+559.79万+1.49%
KEELKeel Infrastructure
+657.56万+1.06%
SNDK闪迪
+135.52万+0.95%
PUMPProPetro Holding
+105.01万+0.85%
APLDApplied Digital
+190.62万+0.63%
BWBabcock & Wilcox Enterprises
+67.36万+0.45%
MU美光科技
+481.14万+0.43%
CRWVCoreWeave
+30.16万+0.05%
TSM台积电
+262.66万+0.05%
SEISolaris Energy Infrastructure
+2.41万+0.03%

减仓

股票变动股数变动比例
CORZCore Scientific
-1191.91万-3.70%
TET1 Energy
-510.00万-1.73%
6976太阳诱电
-183.81万-1.38%
IRENIREN Ltd
-222.47万-0.52%
BEBloom Energy
-21.26万-0.07%

建仓

股票变动股数变动比例
NBISNEBIUS
+446.43万+1.63%
STM意法半导体
+780.27万+0.87%
VSH威世科技
+37.50万+0.24%
CBRSCerebras Systems
+1.00万+0.00%

清仓

股票变动股数变动比例
PSIXPower Solutions International
-43.23万-1.87%
AMD美国超微公司
-9.91万-0.01%
INTC英特尔
-20.23万-0.00%
ASML阿斯麦
-4633.00-0.00%
GLW康宁
-5283.00-0.00%
NVDA英伟达
-2855.000.00%

持仓列表

代码 / 名称持仓占比变动股份变动比例持股市值持股比例行业价格持仓日期文件来源
Bloom EnergyBE US
22.40%+1007.60万+3.60%8.76亿3.60%机械设备203.7202025/12/3113F
LumentumLITE US
12.24%+129.84万+1.82%4.79亿1.82%通信627.5852025/12/3113F
CoreWeaveCRWV US
11.17%+198.34万+0.40%4.37亿1.21%计算机56.0402025/12/3113F
Core ScientificCORZ US
10.71%+857.59万+2.73%4.19亿9.15%计算机14.3902025/12/3113F
IREN LtdIREN US
8.41%+148.02万+0.45%3.29亿2.62%非银金融19.1252025/12/3113F
Applied DigitalAPLD US
7.11%+527.49万+1.89%2.78亿4.06%计算机16.9002025/12/3113F
闪迪SNDK US
6.40%+93.92万+0.64%2.50亿0.72%计算机931.0052025/12/3113F
Cipher DigitalCIFR US
3.95%+1046.91万+2.59%1.55亿2.59%计算机7.1012025/12/3113F
EQT能源EQT US
3.36%+126.48万+0.20%1.31亿0.40%采掘52.8702025/12/3113F
CoherentCOHR US
2.27%+32.59万+0.17%8864.90万0.26%电子234.3352025/12/3113F
Solaris Energy InfrastructureSEI US
2.18%+71.62万+1.35%8527.67万3.52%采掘65.3052025/12/3113F
Tower半导体TSEM US
2.17%+25.24万+0.22%8489.51万0.64%电子156.9252025/12/3113F
Riot PlatformsRIOT US
2.00%+257.50万+0.69%7814.48万1.66%非银金融18.1352025/12/3113F
吉劳埃地产KRC US
1.21%+132.77万+1.12%4721.70万1.12%房地产36.0252025/12/3113F
Hut 8HUT US
1.01%+26.12万+0.24%3951.76万0.78%非银金融61.5952025/12/3113F
WhiteFiberWYFI US
0.71%+175.76万+4.58%2777.01万4.58%计算机10.2252025/12/3113F
Power Solutions InternationalPSIX US
0.63%+43.23万+1.88%2470.16万1.88%国防军工39.6202025/12/3113F
Bitdeer Technologies GroupBTDR US
0.51%+85.84万+0.36%2004.35万0.76%计算机6.1002025/12/3113F
CleanSparkCLSK US
0.42%+164.04万+0.64%1660.08万0.64%非银金融6.8752025/12/3113F
Keel InfrastructureKEEL US
0.41%+689.71万+1.15%1620.82万1.15%计算机1.9602025/12/3113F
Liberty EnergyLBRT US
0.27%+56.72万+0.35%1035.99万0.35%采掘12.9702025/12/3113F
ProPetro HoldingPUMP US
0.22%+91.03万+0.87%865.70万0.87%采掘7.4192025/12/3113F
Babcock & Wilcox EnterprisesBW US
0.22%+135.39万+1.04%858.37万1.04%国防军工4.8922025/12/3113F
英特尔INTC US
0.00%+1.000.00%36.900.00%电子61.8602025/12/3113F
显示 1–24 / 24 项

富途数据 · 最近同步 11/13 03:47 北京时间

数据来源：富途。持仓基于公开披露，不代表实时交易；“最新”可能包含不同披露日期，具体以每条记录的持仓日期及文件来源为准。