13FBOX
男高音资本 · 13F 持仓分析
期权收益计算器 机构排行

男高音资本

TENOR CAPITAL MANAGEMENT Co., L.P.No.753 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$70.95亿
环比变动 Q1 2026
+$6.03亿+9.3%
持仓股票数
549
新买入
100
加仓
33
减仓
30
清仓
52
持股不变
386
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
安森美ON
4.53%1.11%$3.22亿1.77亿股$7,228.5万5,618.0万股+1.20亿股+214.23%加仓
TTELADOC HEALTHTDOC
2.56%2.8%$1.81亿1.86亿股$1.82亿1.89亿股-265.3万股-1.41%减仓
Ionis制药IONS
2.08%0.51%$1.48亿9,468.2万股$3,294.5万2,171.0万股+7,297.2万股+336.12%加仓
LIVE NATION ENTERTAINMENLYV
2.03%1.39%$1.44亿8,000.0万股$9,021.4万5,900.0万股+2,100.0万股+35.59%加仓
UUnityU
1.88%2.03%$1.33亿1.35亿股$1.32亿1.35亿股00.00%持仓不变
SSHAKE SHACKSHAK
1.63%1.79%$1.15亿1.23亿股$1.16亿1.23亿股00.00%持仓不变
阿卡迈AKAM
1.57%1.69%$1.11亿9,250.0万股$1.10亿9,450.0万股-200.0万股-2.12%减仓
ZZSCALER INC.ZS
1.55%$1.10亿1.19亿股$00股+1.19亿股新买入
BioMarin制药BMRN
1.53%1.67%$1.09亿1.12亿股$1.08亿1.12亿股00.00%持仓不变
NNutanixNTNX
1.42%1.05%$1.01亿1.02亿股$6,805.1万7,500.0万股+2,716.4万股+36.22%加仓
IIRHYTHM TECHNOLOGIESIRTC
1.37%1.44%$9,714.9万8,750.0万股$9,324.4万8,500.0万股+250.0万股+2.94%加仓
TTRAVERE THERAPEUTICSTVTX
1.31%0.62%$9,261.7万4,973.3万股$4,044.6万3,200.0万股+1,773.3万股+55.42%加仓
GGREENBRIER COS
1.3%1.14%$9,223.2万8,000.0万股$7,371.1万6,293.4万股+1,706.6万股+27.12%加仓
MMIRUM PHARMACEUTICALSMIRM
1.29%2.03%$9,166.3万2,465.3万股$1.32亿4,379.2万股-1,913.9万股-43.70%减仓
CCOLLEGIUM PHARMACEUTICALCOLL
1.21%1.24%$8,579.1万6,880.7万股$8,019.2万6,880.7万股00.00%持仓不变
SnowflakeSNOW
1.17%1.08%$8,331.5万5,000.0万股$6,999.8万5,916.5万股-916.5万股-15.49%减仓
AALIGNMENT HEALTHCAREALHC
1.15%0.27%$8,185.0万4,750.0万股$1,780.1万1,250.0万股+3,500.0万股+280.00%加仓
SSTRIDELRN
1.07%0.93%$7,618.9万4,500.0万股$6,050.6万3,500.0万股+1,000.0万股+28.57%加仓
UUGIUGI
1.07%1.46%$7,592.2万5,641.6万股$9,454.0万6,641.6万股-1,000.0万股-15.06%减仓
LLANTHEUSLNTH
1.07%0.8%$7,588.9万5,183.5万股$5,195.6万4,299.0万股+884.5万股+20.57%加仓
UUpworkUPWK
1.05%1.14%$7,477.0万7,500.0万股$7,389.9万7,500.0万股00.00%持仓不变
EEtsyETSY
1%1.07%$7,075.3万7,463.9万股$6,970.2万7,463.9万股00.00%持仓不变
Cloudflare, Inc.NET
0.99%$7,003.4万5,516.5万股$00股+5,516.5万股新买入
BBentley Systems, IncorporatedBSY
0.99%1.07%$7,000.8万7,259.5万股$6,921.5万7,259.5万股00.00%持仓不变
CCHKP 12/15/30 CVT
0.99%$6,993.6万7,500.0万股$00股+7,500.0万股新买入
RRapid7RPD
0.96%1.46%$6,777.6万7,000.0万股$9,501.1万1.00亿股-3,000.0万股-30.00%减仓
RRubrik, Inc.RBRK
0.94%$6,641.9万6,500.0万股$00股+6,500.0万股新买入
MMKS, Inc.MKSI
0.93%0.79%$6,630.9万2,250.0万股$5,138.5万3,094.2万股-844.2万股-27.28%减仓
阿卡迈AKAM
0.93%1.45%$6,576.7万5,500.0万股$9,429.0万8,250.0万股-2,750.0万股-33.33%减仓
SnapSNAP
0.92%0.25%$6,553.7万8,000.0万股$1,622.1万2,000.0万股+6,000.0万股+300.00%加仓
TTRANSMEDICSTMDX
0.91%0.96%$6,477.1万5,956.0万股$6,239.7万4,800.0万股+1,156.0万股+24.08%加仓
UUnityU
0.8%0.69%$5,669.1万5,000.0万股$4,506.8万4,500.0万股+500.0万股+11.11%加仓
GGRAB 06/15/30 CVT PUT
0.79%$5,616.8万5,750.0万股$00股+5,750.0万股新买入
HalozymeHALO
0.78%1.09%$5,561.3万3,782.7万股$7,100.4万5,502.6万股-1,719.9万股-31.26%减仓
GGameStopGME
0.76%$5,369.9万5,250.0万股$00股+5,250.0万股新买入
LLCI INDUSTRIESLCII
0.75%0.82%$5,306.0万4,686.9万股$5,310.7万4,386.9万股+300.0万股+6.84%加仓
SnapSNAP
0.73%0.31%$5,152.5万5,567.8万股$1,994.4万2,176.4万股+3,391.4万股+155.83%加仓
SOUTHERN/THESO
0.71%$5,067.7万5,000.0万股$00股+5,000.0万股新买入
CCHEESECAKE FACTORYCAKE
0.68%0.24%$4,798.5万3,750.0万股$1,529.2万1,500.0万股+2,250.0万股+150.00%加仓
Microchip Technology IncorporatedMCHP
0.67%0.73%$4,737.0万4,300.0万股$4,719.5万4,750.0万股-450.0万股-9.47%减仓
CChefs' Warehouse, Inc., TheCHEF
0.66%0.48%$4,695.5万2,100.0万股$3,123.5万2,100.0万股00.00%持仓不变
德康医疗DXCM
0.66%0.71%$4,671.4万5,000.0万股$4,632.4万5,000.0万股00.00%持仓不变
EtsyETSY
0.65%$4,645.3万4,000.0万股$00股+4,000.0万股新买入
JJazz Investments I Ltd
0.65%$4,636.9万2,700.0万股$00股+2,700.0万股新买入
EtsyETSY
0.64%$4,573.0万5,000.0万股$00股+5,000.0万股新买入
ZZiff DavisZD
0.64%0.91%$4,564.0万4,500.0万股$5,920.8万6,000.0万股-1,500.0万股-25.00%减仓
谷歌AGOOGL
0.64%$4,542.5万90.0万股$00股+90.0万股新买入
谷歌AGOOGL
0.64%$4,509.5万90.0万股$00股+90.0万股新买入
PPEBBLEBROOK HOTEL TR
0.63%0.71%$4,449.9万4,473.4万股$4,615.7万4,673.4万股-200.0万股-4.28%减仓
SnowflakeSNOW
0.62%$4,425.9万2,500.0万股$00股+2,500.0万股新买入

🧭 机构资金流板块热力图

净流出 净流入