Benefit Street Partners LLC 13F 持仓 · 2026年Q2
Benefit Street Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 6,964.37 万美元。前几大持仓：RIOT（22.38%）、PCGPRX（19.80%）、ECHO（15.96%）。本季前 25 大持仓中：新建仓 6 只、增持 2 只、减持 5 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RIOT | RIOT PLATFORMS INC | $15.6M | 22.38% | 0 | 减持 |
| 2 | PCGPRX | PG&E CORP | $13.8M | 19.80% | 333,260 | 持平 |
| 3 | ECHO | ECHOSTAR CORP | $11.1M | 15.96% | 109,527 | 减持 |
| 4 | SATS | ECHOSTAR CORP | $6.1M | 8.70% | 0 | 增持 |
| 5 | EAF | GRAFTECH INTL LTD SR NT | $4.4M | 6.25% | 736,745 | 增持 |
| 6 | EVH | EVOLENT HEALTH INC | $2.0M | 2.83% | 363,165 | 新建仓 |
| 7 | NOG | NORTHERN OIL & GAS INC | $1.9M | 2.74% | 0 | 新建仓 |
| 8 | COIN | COINBASE GLOBAL INC | $1.6M | 2.24% | 0 | 持平 |
| 9 | MKSI | MKS INC. | $1.5M | 2.13% | 0 | 持平 |
| 10 | PTON | PELOTON INTERACTIVE INC | $1.5M | 2.12% | 250,000 | 持平 |
| 11 | FLNC | FLUENCE ENERGY INC | $1.3M | 1.83% | 0 | 减持 |
| 12 | SNOW | SNOWFLAKE INC | $1.3M | 1.80% | 0 | 持平 |
| 13 | CLF | CLEVELAND-CLIFFS INC NEW | $1.2M | 1.69% | 125,000 | 新建仓 |
| 14 | JBLU | JETBLUE AIRWAYS CORP | $1.1M | 1.58% | 0 | 减持 |
| 15 | DDOG | DATADOG INC | $1.1M | 1.54% | 0 | 持平 |
| 16 | NET | CLOUDFLARE INC | $954,668 | 1.37% | 0 | 新建仓 |
| 17 | MUX | MCEWEN INC. | $906,500 | 1.30% | 50,000 | 新建仓 |
| 18 | STRK | STRATEGY INC | $878,259 | 1.26% | 0 | 持平 |
| 19 | DASH | DOORDASH INC | $740,069 | 1.06% | 0 | 新建仓 |
| 20 | MERC | MERCER INTL INC | $519,665 | 0.75% | 787,371 | 持平 |
| 21 | ORCLPRD | ORACLE CORP | $469,458 | 0.67% | 10,444 | 减持 |
| 22 | BXMT | BLACKSTONE MORTGAGE TRUST IN | $0 | 0.00% | 0 | 清仓 |
| 23 | FOURPRA | SHIFT4 PMTS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | GOCOQ | GOHEALTH INC | $0 | 0.00% | 0 | 清仓 |
| 25 | STRK | STRATEGY INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR