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DeepCurrents Investment 集团 · 13F 持仓分析
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DeepCurrents Investment 集团

DeepCurrents Investment Group LLCNo.1390 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.20亿
环比变动 Q1 2026
+$2.88亿+11.0%
持仓股票数
138
新买入
49
加仓
33
减仓
21
清仓
47
持股不变
35
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
IInterDigitalIDCC
5.25%6.21%$1.53亿4,180.0万股$1.63亿4,180.0万股00.00%持仓不变
AApplied Digital CorporationAPLD
4.77%$1.39亿3,500.0万股$00股+3,500.0万股新买入
RREPLIGENRGEN
3.32%3.49%$9,680.3万9,443.9万股$9,192.0万9,443.9万股00.00%持仓不变
MMKS, Inc.MKSI
3.14%1.7%$9,159.1万3,103.5万股$4,484.3万2,703.5万股+400.0万股+14.80%加仓
SnowflakeSNOW
3.14%1.89%$9,156.0万5,500.0万股$4,963.4万4,200.0万股+1,300.0万股+30.95%加仓
BBridgeBio Pharma,BBIO
3.07%0.65%$8,974.8万5,024.5万股$1,714.0万950.0万股+4,074.5万股+428.89%加仓
CLOUDFLARENET
3.07%3.15%$8,958.0万6,960.1万股$8,276.6万7,010.1万股-50.0万股-0.71%减仓
DraftKings Holdings IncDKNG
2.75%2.65%$8,015.3万8,598.2万股$6,969.3万7,716.4万股+881.8万股+11.43%加仓
AALIGNMENT HEALTHCAREALHC
2.69%1.51%$7,868.9万4,575.0万股$3,984.5万2,825.0万股+1,750.0万股+61.95%加仓
TTELADOC HEALTHTDOC
2.43%2%$7,103.0万7,300.0万股$5,266.3万5,500.0万股+1,800.0万股+32.73%加仓
XXOMETRYXMTR
2.4%$7,005.8万3,150.0万股$00股+3,150.0万股新买入
WWorkivaWK
2.27%2.52%$6,633.0万7,070.0万股$6,624.7万7,070.0万股00.00%持仓不变
UUpworkUPWK
2.15%1.99%$6,285.0万6,328.6万股$5,235.4万5,328.6万股+1,000.0万股+18.77%加仓
LLANTHEUSLNTH
2.06%1.41%$6,006.3万4,100.0万股$3,706.5万3,050.0万股+1,050.0万股+34.43%加仓
TTRANSMEDICSTMDX
2.02%1.51%$5,884.0万5,417.4万股$3,979.7万3,082.4万股+2,335.0万股+75.75%加仓
CChefs' Warehouse, Inc., TheCHEF
1.81%1.32%$5,275.2万2,367.3万股$3,486.4万2,367.3万股00.00%持仓不变
SSOLAREDGE TECHNOLOGIESSEDG
1.76%0.43%$5,148.5万2,673.4万股$1,135.9万660.2万股+2,013.2万股+304.94%加仓
EtsyETSY
1.75%1.53%$5,108.3万5,024.8万股$4,016.5万4,094.8万股+930.0万股+22.71%加仓
StrategyMSTR
1.74%2.08%$5,076.5万4,965.5万股$5,463.9万4,965.5万股00.00%持仓不变
Guardant HealthGH
1.72%$5,010.1万4,028.5万股$00股+4,028.5万股新买入
RRivianRIVN
1.67%1.57%$4,874.3万4,552.9万股$4,121.1万4,302.9万股+250.0万股+5.81%加仓
安森美ON
1.57%$4,582.1万2,515.0万股$00股+2,515.0万股新买入
IIRHYTHM TECHNOLOGIESIRTC
1.46%1.44%$4,249.8万3,850.0万股$3,787.4万3,450.0万股+400.0万股+11.59%加仓
SSea(冬海集团)SFTI
1.44%1.58%$4,212.2万4,250.0万股$4,158.6万4,250.0万股00.00%持仓不变
BBILLBILL
1.43%0.74%$4,188.7万4,840.0万股$1,948.7万2,190.0万股+2,650.0万股+121.00%加仓
GGameStopGME
1.42%$4,138.9万4,048.0万股$00股+4,048.0万股新买入
AAmphastar Pharmaceuticals IncAMPH
1.4%$4,097.8万4,501.6万股$00股+4,501.6万股新买入
RRapid7RPD
1.4%1.53%$4,093.6万4,250.0万股$4,025.1万4,250.0万股00.00%持仓不变
LLithium ArgentinaLAR
1.37%0.78%$4,003.0万4,053.8万股$2,065.7万2,165.5万股+1,888.3万股+87.20%加仓
SSTRIDELRN
1.34%1.51%$3,902.8万2,309.8万股$3,980.6万2,300.0万股+9.8万股+0.43%加仓
MMAKEMYTRIP LIMITED MAURITIUS
1.29%1.1%$3,767.9万2,467.6万股$2,891.4万2,467.6万股00.00%持仓不变
JJOBY AVIATIONJOBY
1.23%1.26%$3,604.6万3,950.0万股$3,303.2万3,850.0万股+100.0万股+2.60%加仓
SSHAKE SHACKSHAK
1.22%1.38%$3,548.0万3,826.9万股$3,635.4万3,826.9万股00.00%持仓不变
RRiot PlatformsRIOT
1.2%$3,506.7万1,741.3万股$00股+1,741.3万股新买入
UUGIUGI
1.15%$3,352.7万2,500.0万股$00股+2,500.0万股新买入
SSHIFT4 PMTS
1.04%0.15%$3,043.2万3,184.2万股$407.4万434.2万股+2,750.0万股+633.35%加仓
HHerbalifeHLF
1.03%1.17%$3,003.2万2,594.8万股$3,087.7万2,594.8万股00.00%持仓不变
WWOLFSPEEDWOLF
1.01%0.42%$2,961.0万753.0万股$1,107.3万753.0万股00.00%持仓不变
阿里拉姆制药ALNY
0.99%1.17%$2,894.7万2,400.0万股$3,088.5万2,400.0万股00.00%持仓不变
德康医疗DXCM
0.98%1.25%$2,870.6万3,075.0万股$3,301.7万3,575.0万股-500.0万股-13.99%减仓
MMARAMARA
0.98%$2,866.0万2,850.0万股$00股+2,850.0万股新买入
NNutanixNTNX
0.94%0.64%$2,734.8万2,417.1万股$1,676.1万1,640.4万股+776.7万股+47.35%加仓
SSiTimeSITM
0.89%$2,609.1万2,350.0万股$00股+2,350.0万股新买入
PPTC THERAPEUTICSPTCT
0.87%0.93%$2,548.5万1,634.3万股$2,455.0万1,840.1万股-205.8万股-11.18%减仓
RRedfin
0.86%0.94%$2,511.9万2,600.0万股$2,481.4万2,600.0万股00.00%持仓不变
台积电TSM
0.82%$2,387.9万5.0万股$00股+5.0万股新买入
CColfax Corporation
0.8%0.9%$2,350.0万2,450.0万股$2,377.4万2,450.0万股00.00%持仓不变
AArrowhead PharmaceuticalsARWR
0.78%$2,280.7万1,900.0万股$00股+1,900.0万股新买入
TTETRA TECH NEWTTEK
0.77%0.97%$2,252.2万2,136.0万股$2,563.6万2,436.0万股-300.0万股-12.32%减仓
EEVOLENT HEALTH, INC.EVH
0.77%0.51%$2,238.5万2,998.7万股$1,334.9万2,416.8万股+581.9万股+24.08%加仓

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