DeepCurrents Investment Group LLC 13F 持仓 · 2026年Q2
DeepCurrents Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 33.01 亿美元。前几大持仓：IDCC（4.64%）、APLD（4.22%）、RGEN（2.93%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IDCC | INTERDIGITAL INC | $153.2M | 4.64% | 0 | 持平 |
| 2 | APLD | APPLIED DIGITAL CORP | $139.2M | 4.22% | 0 | 新建仓 |
| 3 | RGEN | REPLIGEN CORP | $96.8M | 2.93% | 0 | 持平 |
| 4 | MKSI | MKS INC. | $91.6M | 2.77% | 0 | 增持 |
| 5 | SNOW | SNOWFLAKE INC | $91.6M | 2.77% | 0 | 增持 |
| 6 | BBIO | BRIDGEBIO PHARMA INC | $89.7M | 2.72% | 0 | 增持 |
| 7 | NET | CLOUDFLARE INC | $89.6M | 2.71% | 0 | 减持 |
| 8 | DKNGW | DRAFTKINGS INC NEW | $80.2M | 2.43% | 0 | 增持 |
| 9 | ALHC | ALIGNMENT HEALTHCARE INC | $78.7M | 2.38% | 0 | 增持 |
| 10 | TDOC | TELADOC HEALTH INC | $71.0M | 2.15% | 0 | 增持 |
| 11 | XMTR | XOMETRY INC | $70.1M | 2.12% | 0 | 新建仓 |
| 12 | WK | WORKIVA INC | $66.3M | 2.01% | 0 | 持平 |
| 13 | UPWK | UPWORK INC | $62.8M | 1.90% | 0 | 增持 |
| 14 | LNTH | LANTHEUS HLDGS INC | $60.1M | 1.82% | 0 | 增持 |
| 15 | TMDX | TRANSMEDICS GROUP INC | $58.8M | 1.78% | 0 | 增持 |
| 16 | CHEF | CHEFS WHSE INC | $52.8M | 1.60% | 0 | 持平 |
| 17 | SEDG | SOLAREDGE TECHNOLOGIES INC | $51.5M | 1.56% | 0 | 增持 |
| 18 | ETSY | ETSY INC | $51.1M | 1.55% | 0 | 增持 |
| 19 | STRK | STRATEGY INC | $50.8M | 1.54% | 0 | 持平 |
| 20 | GH | GUARDANT HEALTH INC | $50.1M | 1.52% | 0 | 新建仓 |
| 21 | GLD | SPDR GOLD TR | $49.8M | 1.51% | 6,609 | 增持 |
| 22 | RIVN | RIVIAN AUTOMOTIVE INC | $48.7M | 1.48% | 0 | 增持 |
| 23 | ON | ON SEMICONDUCTOR CORP | $45.8M | 1.39% | 0 | 新建仓 |
| 24 | IRTC | IRHYTHM HOLDINGS INC | $42.5M | 1.29% | 0 | 增持 |
| 25 | SE | SEA LTD | $42.1M | 1.28% | 0 | 持平 |
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