Glazer Capital, LLC 13F 持仓 · 2026年Q2
Glazer Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 547 只证券，申报市值合计 40.66 亿美元。前几大持仓：JHG（7.97%）、NUVL（5.38%）、APGE（5.36%）。本季前 25 大持仓中：新建仓 17 只、增持 7 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JHG | JANUS HENDERSON GROUP PLC | $324.2M | 7.97% | 6.2M | 增持 |
| 2 | NUVL | NUVALENT INC | $218.6M | 5.38% | 1.8M | 新建仓 |
| 3 | APGE | APOGEE THERAPEUTICS INC | $217.8M | 5.36% | 1.6M | 新建仓 |
| 4 | BLD | TOPBUILD COR | $211.5M | 5.20% | 492,441 | 新建仓 |
| 5 | SEM | SELECT MED HLDGS CORP | $177.3M | 4.36% | 10.7M | 增持 |
| 6 | CPRX | CATALYST PHARMACEUTICALS INC | $113.2M | 2.79% | 3.6M | 新建仓 |
| 7 | HBM | HUDBAY MINERALS INC | $83.8M | 2.06% | 3.6M | 新建仓 |
| 8 | DBRG | DIGITALBRIDGE GROUP INC | $77.7M | 1.91% | 4.9M | 减持 |
| 9 | GTLS | CHART INDS INC | $74.8M | 1.84% | 357,757 | 增持 |
| 10 | CZR | CAESARS ENTERTAINMENT INC NE | $72.8M | 1.79% | 2.4M | 新建仓 |
| 11 | ESPR | ESPERION THERAPEUTICS INC NE | $70.8M | 1.74% | 22.4M | 新建仓 |
| 12 | WBS | WEBSTER FINL CORP | $69.2M | 1.70% | 905,957 | 增持 |
| 13 | SILA | SILA REALTY TRUST INC | $68.1M | 1.68% | 2.2M | 新建仓 |
| 14 | CYBERARK SOFTWARE LTD | $55.0M | 1.35% | 0 | 新建仓 | |
| 15 | PEN | PENUMBRA INC | $53.5M | 1.31% | 158,466 | 增持 |
| 16 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $48.0M | 1.18% | 5.1M | 新建仓 |
| 17 | DASH | DOORDASH INC | $44.1M | 1.08% | 0 | 新建仓 |
| 18 | OGN | ORGANON & CO | $37.2M | 0.91% | 2.7M | 新建仓 |
| 19 | ACA | ARCOSA INC | $36.3M | 0.89% | 250,095 | 新建仓 |
| 20 | WSR | WHITESTONE REIT | $35.7M | 0.88% | 1.9M | 新建仓 |
| 21 | TBRG | TRUBRIDGE INC | $31.6M | 0.78% | 1.2M | 新建仓 |
| 22 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $29.8M | 0.73% | 12.3M | 增持 |
| 23 | EEX | EMERALD HOLDING INC | $29.6M | 0.73% | 5.9M | 新建仓 |
| 24 | LBRDK | LIBERTY BROADBAND CORP | $29.8M | 0.73% | 895,704 | 增持 |
| 25 | ROKU | ROKU INC | $27.7M | 0.68% | 200,666 | 新建仓 |
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