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Square Wave Capital, LLC
特别关注No.3561 数据截至 2026Q2环比变动 Q1 2026
+$2.57亿+62.2%
| 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 |
|---|
 美光科技MU |
| 15.43% | 2.15% | $1.03亿 | 9.0万股 | $888.5万 | 2.6万股 | +6.3万股+240.68% | 加仓 |
 阿斯麦ASML |
| 14.19% | 12.37% | $9,509.5万 | 4.8万股 | $5,111.6万 | 3.9万股 | +9,100股+23.51% | 加仓 |
| AATIATI |
| 13.08% | 12.89% | $8,767.0万 | 44.5万股 | $5,329.7万 | 36.6万股 | +7.8万股+21.40% | 加仓 |
 万豪MAR |
| 12.84% | 16.95% | $8,608.8万 | 23.2万股 | $7,007.1万 | 21.4万股 | +1.8万股+8.43% | 加仓 |
 亚马逊AMZN |
| 12.76% | 13.27% | $8,551.6万 | 35.9万股 | $5,485.8万 | 26.3万股 | +9.5万股+36.22% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 11.39% | 4.39% | $7,636.5万 | 12.4万股 | $1,813.1万 | 4.6万股 | +7.8万股+169.13% | 加仓 |
 谷歌AGOOGL |
| 5.88% | 7.15% | $3,941.8万 | 11.0万股 | $2,956.1万 | 10.3万股 | +7,500股+7.30% | 加仓 |
 英特尔INTC |
| 4.75% | — | $3,185.0万 | 22.8万股 | $0 | 0股 | +22.8万股 | 新买入 |
 TradewebTW |
| 4.17% | 14.08% | $2,792.5万 | 28.0万股 | $5,822.0万 | 49.5万股 | -21.5万股-43.37% | 减仓 |
| FFTAI AVIATIONFTAI |
| 3.68% | — | $2,467.2万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| MMASTECMTZ |
| 1.83% | 4.72% | $1,227.4万 | 3.0万股 | $1,949.7万 | 6.1万股 | -3.1万股-51.32% | 减仓 |
