13FBOX
HARVEST MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

HARVEST MANAGEMENT LLC

No.6319 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.54亿
环比变动 Q1 2026
+$4,806.6万+23.3%
持仓股票数
55
新买入
32
加仓
13
减仓
7
清仓
26
持股不变
3
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
艺电EA
16.07%18.16%$4,090.5万20.0万股$3,749.2万18.4万股+1.6万股+8.48%加仓
华纳兄弟探索WBD
9.42%11.21%$2,396.9万89.9万股$2,313.0万84.2万股+5.7万股+6.74%加仓
TTOPBUILD CORBLD
7.32%$1,862.0万4.4万股$00股+4.4万股新买入
J骏利亨德森
7.13%7.96%$1,815.7万35.0万股$1,643.8万32.0万股+3.0万股+9.22%加仓
PENUMBRAPEN
7.13%2.86%$1,815.2万5.7万股$591.1万1.8万股+3.9万股+219.37%加仓
TTAYLOR MORRISON HOMETMHC*
7.12%$1,811.4万25.3万股$00股+25.3万股新买入
NORFOLK SOUTHN COMNSC
6.22%10.09%$1,582.4万5.0万股$2,083.6万7.3万股-2.2万股-30.72%减仓
NNUVALENTNUVL
5.14%$1,309.1万10.6万股$00股+10.6万股新买入
BIO-TECHNETECH
4.72%$1,201.1万17.0万股$00股+17.0万股新买入
CCHART INDSGTLS
4.35%$1,107.4万5.3万股$00股+5.3万股新买入
APOGEE THERAPEUTICSAPGE
4.12%$1,048.6万7.9万股$00股+7.9万股新买入
CCATALYST PHARMACEUTICALS
1.85%$471.5万15.0万股$00股+15.0万股新买入
PPARAMOUNT SKYDANCEPSKY
1.71%0.26%$434.6万44.1万股$54.1万6.0万股+38.1万股+634.66%加仓
SSKYWATER TECHNOLOGYSKYT
1.58%0.69%$401.4万11.5万股$141.4万5.2万股+6.4万股+123.43%加仓
WEBSTER FINLWBS
1.38%1.46%$352.3万4.6万股$302.0万4.4万股+2,600股+5.98%加仓
SSILA REALTY TRUSTSILA
1.26%$321.5万10.6万股$00股+10.6万股新买入
QQXOQXO
0.95%$241.9万14.0万股$00股+14.0万股新买入
BBEAZER HOMES USABZH
0.88%$224.4万8.0万股$00股+8.0万股新买入
LIVERAMPRAMP
0.86%$218.3万5.8万股$00股+5.8万股新买入
ORGANON & CO COMMON STOCKOGN
0.84%$215.0万15.9万股$00股+15.9万股新买入
美高梅MGM
0.79%$200.8万4.2万股$00股+4.2万股新买入
TWO HARBORS INVESTMETWO
0.69%1.11%$175.7万14.2万股$228.4万20.0万股-5.8万股-29.21%减仓
UNIFIRST MASSUNF
0.63%0.73%$160.6万6,071股$151.0万6,000股+71股+1.18%加仓
BBIOLIFE SOLUTIONSBLFS
0.59%$149.7万5.3万股$00股+5.3万股新买入
RREVOLUTION MEDICINES COMRVMD
0.53%0.9%$135.2万7,221股$186.0万1.9万股-1.2万股-62.24%减仓
IIONQIONQ
0.52%$133.2万2.5万股$00股+2.5万股新买入
CAESARS ENTERTAINMENT NECZR
0.52%$132.8万4.4万股$00股+4.4万股新买入
AAVANOS MED8HH
0.47%$118.4万4.8万股$00股+4.8万股新买入
PAYONEER GLOBALPAYO
0.46%$118.2万16.6万股$00股+16.6万股新买入
CYTOKINETICSCYTK
0.42%0.35%$105.6万1.2万股$72.5万1.1万股+1,400股+12.73%加仓
CCECO ENVIRONMENTALCECO
0.36%0.23%$92.7万1.0万股$47.7万8,000股+2,218股+27.73%加仓
NCR ATLEOSNATL
0.34%$86.8万2.0万股$00股+2.0万股新买入
ROKU COM CL AROKU
0.33%$82.9万6,000股$00股+6,000股新买入
RREPLIGENRGEN
0.28%$72.3万5,300股$00股+5,300股新买入
ABIVAXABVX
0.28%$70.6万5,300股$00股+5,300股新买入
SSILICON MOTION (SPADR REPR 4 SHS)SIMO
0.25%0.16%$64.3万1,930股$33.1万2,950股-1,020股-34.58%减仓
EESPERION THERAPEUTICS NEESPR
0.25%$63.2万20.0万股$00股+20.0万股新买入
英伟达NVDA
0.2%0.2%$50.7万2,533股$40.9万2,347股+186股+7.93%加仓
VVIAVI SOLUTIONSVIAV
0.18%0.16%$46.5万9,747股$32.4万9,747股00.00%持仓不变
COMMVAULT SYSCVLT
0.18%$45.4万3,200股$00股+3,200股新买入
SSTELLAR BANCORPSTEL
0.16%1.56%$41.7万1.1万股$322.2万8.8万股-7.7万股-87.96%减仓
AAlphabet Inc Class CGOOG
0.16%$41.0万1,160股$00股+1,160股新买入
波音BA
0.15%0.67%$39.0万1,800股$139.3万7,000股-5,200股-74.29%减仓
SUPERNUS PHARMACEUTICALSSUPN
0.15%0.18%$37.7万8,100股$36.7万7,100股+1,000股+14.08%加仓
LIGAND PHARMACEUTICALSLGND
0.14%$34.8万1,100股$00股+1,100股新买入
SSELECT MEDSEM
0.14%0.16%$34.7万2.1万股$32.1万2.0万股+1,300股+6.60%加仓
ON SEMICONDUCTOR COMON
0.13%$33.1万3,500股$00股+3,500股新买入
道明尼能源D
0.11%$27.3万4,000股$00股+4,000股新买入
NeurocrineNBIX
0.11%$27.3万1,617股$00股+1,617股新买入
ANALOG DEVICES COMADI
0.11%0.1%$27.0万681股$21.7万681股00.00%持仓不变

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