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Stoic Point Capital Management LLC · 13F 持仓分析
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Stoic Point Capital Management LLC

No.8821 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.20亿
环比变动 Q1 2026
+$1,672.5万+16.3%
持仓股票数
69
新买入
13
加仓
11
减仓
7
清仓
7
持股不变
38
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
EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV
31.45%33.94%$3,758.0万647.9万股$3,488.1万576.6万股+71.4万股+12.38%加仓
LLUXEXPERIENCE BVLUXE
11.88%12.77%$1,420.0万191.1万股$1,312.4万164.1万股+27.1万股+16.50%加仓
HHIPPOHIPO
6.23%6.37%$745.0万26.4万股$654.4万25.1万股+1.3万股+4.98%加仓
AAVEPOINTAVPT
5.09%4.49%$608.7万54.3万股$461.8万48.6万股+5.7万股+11.82%加仓
TTABOOLA.COMTBLA
3.86%3.73%$461.2万92.2万股$383.2万123.6万股-31.4万股-25.38%减仓
OOMADA HEALTH INC COMOMDA
3.74%1.78%$446.9万20.4万股$183.0万14.6万股+5.8万股+39.83%加仓
SSMARTRENT INC COM CL ASMRT
3.19%3.41%$381.5万320.6万股$350.4万233.6万股+87.0万股+37.25%加仓
MEDIAALPHAMAX
3.13%2%$373.5万29.7万股$205.6万22.1万股+7.6万股+34.43%加仓
BUTTERFLY NETWORKBFLY
2.64%2.29%$315.1万37.4万股$235.5万58.3万股-20.9万股-35.79%减仓
WWALDENCAST PLC CLASS A ORD SHSWALD
2.37%1.51%$283.8万161.3万股$155.5万163.7万股-2.4万股-1.49%减仓
AADVANTAGE SOLUTIONS INCADV
1.63%1.09%$195.3万4.5万股$112.2万5.3万股-7,921股-14.92%减仓
ZZEVIA PBC CL AZVIA
1.55%0.84%$185.0万113.5万股$86.7万74.1万股+39.4万股+53.13%加仓
BBETTER HOME & FINANCE HOLDING COM NEW CL ABETR
1.31%0.45%$156.6万5.7万股$46.7万1.3万股+4.4万股+334.69%加仓
CCARTESIAN GROWTH CORP IV
1.26%$150.0万15.0万股$00股+15.0万股新买入
WWEALTHFRONTWLTH
1.21%1.63%$145.2万16.2万股$167.9万18.2万股-1.9万股-10.55%减仓
CCOINSHARES PLC
1.07%$127.7万33.9万股$00股+33.9万股新买入
SSOREN ACQUISITION UNT
0.88%1.01%$104.6万10.5万股$103.9万10.5万股00.00%持仓不变
AACTIVATE ENERGY ACQUISITION
0.85%0.97%$101.6万10.0万股$100.2万10.0万股00.00%持仓不变
TTAILWIND 2.0 ACQUISITION COR
0.85%0.99%$101.4万10.0万股$102.1万10.0万股00.00%持仓不变
BBITCOIN INFRASTRUCTURE ACQUI
0.85%0.97%$101.1万10.0万股$100.0万10.0万股00.00%持仓不变
FFG IMPERII ACQUISITIONFGIIU
0.84%0.97%$100.3万10.0万股$99.7万10.0万股00.00%持仓不变
AALUSSA ENERGY ACQUISIT
0.84%$100.2万9.8万股$00股+9.8万股新买入
PPLAYSTUDIOS INC CLASS A COMMYPS
0.69%0.39%$81.9万164.2万股$40.5万86.3万股+77.9万股+90.30%加仓
KKOCHAV DEFENSE ACQUISITION CORPKCHV
0.58%0.67%$69.7万6.7万股$68.9万6.7万股00.00%持仓不变
SSOULPOWER ACQUISITIONCHPG
0.58%0.67%$69.7万6.7万股$68.9万6.7万股00.00%持仓不变
LLEGATO MERGER IV UNT
0.55%0.63%$65.2万6.5万股$65.0万6.5万股00.00%持仓不变
SSC II ACQUISITIONSCIIR
0.49%0.57%$59.1万5.8万股$59.0万5.8万股00.00%持仓不变
IIRON HORSE ACQUISITIONS II ORDIRHO
0.46%$55.2万5.5万股$00股+5.5万股新买入
IIDEA ACQUISITION UNT
0.46%0.53%$55.1万5.5万股$54.5万5.5万股00.00%持仓不变
AABONY ACQUISITION I UNT
0.46%0.53%$55.1万5.5万股$54.6万5.5万股00.00%持仓不变
AAMERICAN DRIVE ACQUISITION UNT
0.43%0.49%$51.8万5.1万股$50.5万5.1万股00.00%持仓不变
BBLUEPORT ACQUISITION
0.43%0.49%$51.7万5.0万股$50.8万5.0万股00.00%持仓不变
CCRANE HBR ACQUISITION I
0.43%0.49%$51.3万5.0万股$50.5万5.0万股00.00%持仓不变
VVIKING ACQUISITION I
0.43%0.5%$51.1万5.0万股$51.3万5.0万股00.00%持仓不变
IINVEST GREEN ACQUISITION COR
0.43%0.49%$50.9万5.0万股$50.6万5.0万股00.00%持仓不变
IITHAX ACQUISITION IIIITHAU
0.43%0.48%$50.8万5.0万股$49.8万5.0万股00.00%持仓不变
SSILVERBOX V
0.42%0.49%$50.8万5.0万股$50.4万5.0万股00.00%持仓不变
MMESHFLOW ACQUISITION UNT
0.42%0.48%$50.8万5.0万股$49.8万5.0万股00.00%持仓不变
VVINE HILL CAPITAL INVESTMENT CORP IIVHCPU
0.42%$50.5万5.0万股$00股+5.0万股新买入
GGENERAL PURP ACQUISITION COR
0.42%0.49%$50.5万5.0万股$50.1万5.0万股00.00%持仓不变
HHENNESSY CAP INVT VIIHVII
0.42%$50.4万5.0万股$00股+5.0万股新买入
LLAUNCHPAD CADENZA ACQUISITION I UNT
0.42%0.49%$50.4万5.0万股$49.9万5.0万股00.00%持仓不变
AART TECHNOLOGY ACQUISITION CORPARTCU
0.42%$50.2万5.0万股$00股+5.0万股新买入
CCAMBRIDGE ACQUISITION UNITS
0.39%0.45%$47.0万4.7万股$46.0万4.6万股+519股+1.12%加仓
GGIGCAPITAL8
0.33%0.38%$39.9万4.0万股$39.5万4.0万股00.00%持仓不变
ACCO BRANDS CORP COMACCO
0.31%$37.4万9.0万股$00股+9.0万股新买入
PPIONEER ACQUISITION IAXIN
0.29%0.33%$34.6万3.4万股$34.2万3.4万股00.00%持仓不变
OOXLEY BRIDGE ACQOBA
0.28%0.32%$32.9万3.2万股$32.6万3.2万股00.00%持仓不变
CCOHEN CIRCLE ACQUISIT I
0.22%0.25%$26.1万2.5万股$25.8万2.5万股00.00%持仓不变
DD. BORAL ARC ACQ I
0.22%0.24%$25.9万2.5万股$25.1万2.5万股00.00%持仓不变

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