13FBOX
Heights Point Management, LP · 13F 持仓分析
期权收益计算器 机构排行

Heights Point Management, LP

No.8697 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.26亿
环比变动 Q1 2026
+$1,784.3万+16.5%
持仓股票数
21
新买入
9
加仓
8
减仓
4
清仓
9
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
MMERCURY SYSMRCY
9.77%8.24%$1,227.9万10.0万股$888.8万12.2万股-2.2万股-17.66%减仓
CCENTURICTRI
6.58%5.3%$827.3万27.4万股$572.0万19.6万股+7.8万股+39.70%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
6.15%4.73%$773.5万9.9万股$509.7万6.9万股+3.0万股+43.08%加仓
LPL金融LPLA
5.58%$701.3万2.5万股$00股+2.5万股新买入
BBIOLIFE SOLUTIONSBLFS
5.37%4.12%$674.5万23.9万股$444.5万23.3万股+5,872股+2.52%加仓
LLATTICE SEMICONDUCTORLSCC
5.13%$645.2万4.2万股$00股+4.2万股新买入
NATIONAL VISIONEYE
5.07%4.8%$636.9万33.5万股$517.8万20.0万股+13.5万股+67.60%加仓
GOLAR LNG LTD SHSGLNG
5%4.52%$628.2万12.6万股$487.8万9.0万股+3.6万股+39.84%加仓
SSOLSTICE ADVANCED MATLSSOL
4.9%4.28%$616.4万7.0万股$461.2万6.1万股+9,015股+14.89%加仓
PERFORMANCE FOODPFGC
4.89%5.68%$614.2万5.5万股$613.1万7.2万股-1.7万股-23.24%减仓
JAMES HARDIE INDS PLC ORD SHSJHX
4.76%3.59%$598.1万22.8万股$387.7万20.5万股+2.4万股+11.59%加仓
GILDAN ACTIVEWEARGIL
4.69%4.11%$589.3万11.4万股$443.8万8.0万股+3.4万股+43.22%加仓
RRALLIANT CORP COMRAL
4.6%$577.6万7.8万股$00股+7.8万股新买入
EENVIRINVRI
4.53%$569.7万26.0万股$00股+26.0万股新买入
SOTERA HEALTHSHC
4.16%$523.4万29.5万股$00股+29.5万股新买入
TTTM TECHNOLOGIESTTMI
3.86%$485.5万2.6万股$00股+2.6万股新买入
SSANDISK COMSNDK
3.33%$418.4万1,840股$00股+1,840股新买入
康宁GLW
3.29%4.39%$413.7万1.6万股$473.0万3.5万股-1.9万股-53.44%减仓
AALASKA AIRALK
2.82%$353.9万6.8万股$00股+6.8万股新买入
SMURFIT WESTROCK SHSSW
2.79%$350.3万7.6万股$00股+7.6万股新买入
EENTEGRISENTG
2.75%4.94%$345.1万1.9万股$532.7万4.5万股-2.6万股-57.77%减仓

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