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Fort Baker Capital Management LP · 13F 持仓分析
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Fort Baker Capital Management LP

No.2258 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.67亿
环比变动 Q1 2026
+$9,352.3万+7.3%
持仓股票数
116
新买入
39
加仓
27
减仓
10
清仓
38
持股不变
40
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
华纳兄弟探索WBD
13.37%15.96%$1.83亿685.7万股$2.03亿740.6万股-54.9万股-7.41%减仓
NORFOLK SOUTHN COMNSC
7.23%3.93%$9,886.6万31.4万股$5,010.5万17.5万股+14.0万股+80.01%加仓
艺电EA
6.17%9.32%$8,435.1万41.1万股$1.19亿58.2万股-17.1万股-29.37%减仓
AES COMAES
5.26%4.95%$7,188.4万490.3万股$6,301.0万447.2万股+43.1万股+9.65%加仓
LIBERTY BROADBAND CORP COM SER CLBRDK
3.81%3.31%$5,207.0万156.6万股$4,211.1万83.7万股+72.8万股+87.00%加仓
BBAIN CAP GSS INVT
3.19%3.16%$4,363.4万424.9万股$4,025.8万398.1万股+26.7万股+6.72%加仓
V先锋领航指数基金VOO
2.69%$3,682.0万5.0万股$00股+5.0万股新买入
CCHURCHILL CAP XI
2.56%2.01%$3,496.5万200.4万股$2,560.2万252.0万股-51.6万股-20.48%减仓
GGORES XGENM
2.55%1.86%$3,490.4万334.6万股$2,370.8万231.5万股+103.1万股+44.54%加仓
CCHURCHILL CAPITAL IX
2.29%1.22%$3,129.4万287.4万股$1,554.9万145.6万股+141.8万股+97.38%加仓
Super Micro Computer, Inc.SMCI
2.03%$2,781.5万3,000.0万股$00股+3,000.0万股新买入
RREPUBLIC DIGITAL ACQUISITIONCCII
1.92%1.33%$2,623.2万254.7万股$1,691.8万165.5万股+89.1万股+53.85%加仓
CCRANE HBR ACQUISITION I
1.88%1.03%$2,571.4万253.8万股$1,315.6万132.8万股+121.1万股+91.20%加仓
MicroStrategy IncMSTR
1.7%1.51%$2,327.3万2,690.0万股$1,918.5万2,290.0万股+400.0万股+17.47%加仓
MMarriott Vacations Worldwide CorpVAC
1.7%1.68%$2,320.3万2,350.0万股$2,139.1万2,200.0万股+150.0万股+6.82%加仓
NORTHWESTERN ENERGY INNWE
1.67%1.62%$2,278.2万31.8万股$2,064.1万31.3万股+5,067股+1.62%加仓
BBLEICHROEDER ACQUISITI
1.57%0.99%$2,148.7万208.2万股$1,261.0万125.8万股+82.4万股+65.44%加仓
CCHURCHILL CAP CORP XII
1.56%$2,130.0万200.0万股$00股+200.0万股新买入
CColfax Corporation
1.52%1.63%$2,078.8万2,138.7万股$2,072.2万2,100.0万股+38.7万股+1.84%加仓
AARTIUS IIAACB
1.49%0.19%$2,040.1万195.0万股$240.6万23.3万股+171.8万股+738.03%加仓
SSPARTACUS ACQUISITION II CL A ORD
1.44%$1,972.8万197.1万股$00股+197.1万股新买入
HHaemoneticsHAE
1.43%0.72%$1,952.1万1,925.0万股$913.3万950.0万股+975.0万股+102.63%加仓
MMAKEMYTRIP LIMITED MAURITIUSMMYT
1.41%$1,926.1万2,112.5万股$00股+2,112.5万股新买入
SSPACE ASSET ACQUISITION CL A ORD
1.4%0.27%$1,917.4万188.0万股$349.8万35.1万股+152.9万股+435.26%加仓
NNEW PROVIDGENM
1.2%1.27%$1,639.8万157.4万股$1,614.6万157.4万股00.00%持仓不变
AAGRICULTURE & NAT SOL ACQ
1.15%1.67%$1,575.5万138.0万股$2,122.1万188.0万股-50.0万股-26.60%减仓
KKARBON CAP PARTNERS
1.11%1.18%$1,514.8万150.0万股$1,508.8万150.0万股00.00%持仓不变
TTANDEM DIABETES CARETNDM
1.06%$1,444.7万1,500.0万股$00股+1,500.0万股新买入
AARCHIMEDES TECH SPAC PARTNERATII
1.05%$1,434.5万133.1万股$00股+133.1万股新买入
VVIKING ACQUISITION I
1.02%$1,395.5万136.6万股$00股+136.6万股新买入
GGRAF GLOBALTONT
1%1.26%$1,362.8万125.6万股$1,602.8万149.7万股-24.1万股-16.07%减仓
CCleanSparkCLSK
0.96%0.38%$1,309.8万1,000.0万股$484.1万500.0万股+500.0万股+100.00%加仓
CCRACKER BARREL OLD CTRY STORCBRL
0.95%$1,297.2万1,250.0万股$00股+1,250.0万股新买入
RREDWOOD TRUSTRWT
0.9%0.99%$1,229.8万1,212.6万股$1,257.7万1,212.6万股00.00%持仓不变
BBOLD EAGLE ACQUISITIONBEAG
0.86%0.83%$1,182.8万110.5万股$1,058.0万100.0万股+10.5万股+10.54%加仓
LIVERAMPRAMP
0.85%$1,163.6万30.9万股$00股+30.9万股新买入
AAmphastar Pharmaceuticals IncAMPH
0.84%$1,142.4万1,250.0万股$00股+1,250.0万股新买入
GGESHER ACQ
0.83%0.89%$1,138.5万109.2万股$1,130.9万109.2万股00.00%持仓不变
GGENERAL CATALYST GBL RESIL M
0.74%$1,009.0万100.0万股$00股+100.0万股新买入
GGameStopGME
0.73%$1,002.6万985.0万股$00股+985.0万股新买入
CAESARS ENTERTAINMENT NECZR
0.73%$997.9万33.1万股$00股+33.1万股新买入
MMOUNTAIN LAKE ACQUISTION II CL A ORD
0.73%$993.0万100.0万股$00股+100.0万股新买入
PPRESIDIO PRODTNFTW
0.72%0.67%$991.3万81.5万股$859.1万78.0万股+3.6万股+4.58%加仓
EEGH ACQUISITION
0.7%0.75%$958.8万93.2万股$951.3万93.2万股00.00%持仓不变
DDAEDALUS SPECIAL ACQUSTION CL A ORD
0.66%0.69%$898.0万89.0万股$882.0万89.0万股00.00%持仓不变
VVaronis SystemsVRNS
0.61%$829.8万850.0万股$00股+850.0万股新买入
IINSIGHT DIGITAL PARTNERS IIDYORU
0.56%0.6%$772.2万76.9万股$765.7万76.9万股00.00%持仓不变
OONEIM ACQU
0.52%0.55%$707.9万70.3万股$700.2万70.3万股00.00%持仓不变
MMARAMARA
0.51%0.14%$703.3万700.0万股$176.9万200.0万股+500.0万股+250.00%加仓
BBLACK SPADE ACQUISITION III
0.51%0.39%$696.5万70.0万股$492.0万50.0万股+20.0万股+40.00%加仓

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