Cannon Global Investment Management, LLC 13F 持仓 · 2026年Q2
Cannon Global Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 3,535.27 万美元。前几大持仓：SPCX（6.09%）、NSC（5.87%）、STEL（5.56%）。本季前 25 大持仓中：新建仓 6 只、增持 12 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $2.2M | 6.09% | 12,600 | 新建仓 |
| 2 | NSC | NORFOLK SOUTHN CORP | $2.1M | 5.87% | 6,600 | 减持 |
| 3 | STEL | STELLAR BANCORP INC | $2.0M | 5.56% | 49,960 | 新建仓 |
| 4 | SUI | SUN CMNTYS INC | $1.6M | 4.61% | 13,600 | 增持 |
| 5 | WBD | WARNER BROS DISCOVERY INC | $1.6M | 4.52% | 60,000 | 增持 |
| 6 | ZM | ZOOM COMMUNICATIONS INC | $1.2M | 3.30% | 13,500 | 减持 |
| 7 | GTLS | CHART INDS INC | $1.0M | 2.96% | 5,000 | 增持 |
| 8 | FOX | FOX CORP | $1.0M | 2.85% | 21,500 | 增持 |
| 9 | UNF | UNIFIRST CORP MASS | $952,056 | 2.69% | 3,600 | 增持 |
| 10 | CZR | CAESARS ENTERTAINMENT INC NE | $932,683 | 2.64% | 30,904 | 增持 |
| 11 | RTAC | RENATUS TACTICAL ACQUIS | $889,752 | 2.52% | 84,900 | 减持 |
| 12 | MNRO | MONRO INC | $859,504 | 2.43% | 50,234 | 增持 |
| 13 | EA | ELECTRONIC ARTS INC | $840,664 | 2.38% | 4,100 | 减持 |
| 14 | FERG | FERGUSON ENTERPRISES INC | $806,922 | 2.28% | 3,400 | 增持 |
| 15 | MDGL | MADRIGAL PHARMACEUTICALS INC | $805,425 | 2.28% | 1,500 | 减持 |
| 16 | CEPF | CANTOR EQUITY PARTNERS IV IN | $793,520 | 2.24% | 76,300 | 增持 |
| 17 | IPFX | INFLECTION PT ACQUISIT CORP | $791,010 | 2.24% | 76,500 | 新建仓 |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | $752,575 | 2.13% | 2,500 | 增持 |
| 19 | RVMD | REVOLUTION MEDICINES INC | $749,120 | 2.12% | 4,000 | 减持 |
| 20 | ABVX | ABIVAX SA | $706,278 | 2.00% | 5,300 | 减持 |
| 21 | PRGO | PERRIGO CO PLC | $693,013 | 1.96% | 66,700 | 新建仓 |
| 22 | PD | PAGERDUTY INC | $681,290 | 1.93% | 70,600 | 新建仓 |
| 23 | CRS | CARPENTER TECHNOLOGY CORP | $616,840 | 1.74% | 1,000 | 新建仓 |
| 24 | HVII | HENNESSY CAP INVT CORP VII | $610,280 | 1.73% | 58,400 | 增持 |
| 25 | RDDT | REDDIT INC | $607,530 | 1.72% | 3,500 | 增持 |
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