Heights Capital Management, Inc 13F 持仓 · 2026年Q2
Heights Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 323 只证券，申报市值合计 4.33 亿美元。前几大持仓：FLUT（6.94%）、AMC（5.53%）、MGTX（2.65%）。本季前 25 大持仓中：新建仓 18 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLUT | FLUTTER ENTMT PLC | $30.1M | 6.94% | 294,180 | 持平 |
| 2 | AMC | AMC ENTMT HLDGS INC | $24.0M | 5.53% | 12.6M | 新建仓 |
| 3 | MGTX | MEIRAGTX HLDGS PLC | $11.5M | 2.65% | 850,000 | 新建仓 |
| 4 | TSHA | TAYSHA GENE THERAPIES INC | $10.2M | 2.36% | 1.5M | 新建仓 |
| 5 | OTAIU | STARLINK AI ACQUISITION CORP | $10.1M | 2.33% | 999,990 | 新建仓 |
| 6 | MTNE | CH4 NATURAL SOLUTIONS CORP | $7.9M | 1.82% | 800,000 | 新建仓 |
| 7 | JACS | JACKSON ACQUISITION CO II | $7.4M | 1.72% | 700,000 | 持平 |
| 8 | JABRU | JAB ACQUISITION CORP I | $7.0M | 1.62% | 700,000 | 新建仓 |
| 9 | DMAA | DRUGS MADE IN AMER ACQUTN CO | $6.9M | 1.59% | 648,083 | 减持 |
| 10 | TOYO | TOYO CO LTD | $6.9M | 1.59% | 989,231 | 新建仓 |
| 11 | ISNRU | SNOW ROTHSCHILD ACQUISITION | $6.5M | 1.50% | 650,000 | 新建仓 |
| 12 | GHXIU | GORES HOLDINGS XI INC | $6.1M | 1.40% | 600,000 | 新建仓 |
| 13 | IDACU | IRON DOME ACQUISITION I CORP | $6.1M | 1.40% | 600,000 | 新建仓 |
| 14 | ALPXU | ALPEX ACQUISITION CORP | $5.5M | 1.27% | 550,000 | 新建仓 |
| 15 | PONO | PONO CAP FOUR INC | $5.5M | 1.26% | 549,714 | 新建仓 |
| 16 | DMII | DRUGS MADE IN AMER ACQ II CO | $5.2M | 1.21% | 519,400 | 持平 |
| 17 | KCHV | KOCHAV DEFENSE ACQUI CO | $5.2M | 1.20% | 500,000 | 持平 |
| 18 | PRQR | PROQR THRAPEUTICS N V | $5.1M | 1.19% | 2.8M | 新建仓 |
| 19 | OCACU | OCEAN CAP ACQUISITION CORP | $5.1M | 1.18% | 500,000 | 新建仓 |
| 20 | DGACU | DISCIPLINED GROWTH | $5.0M | 1.16% | 500,000 | 新建仓 |
| 21 | GCGR | GENERAL CATALYST GBL RESIL M | $5.0M | 1.16% | 500,000 | 新建仓 |
| 22 | BHAV | BHAV ACQUISITION CORP | $4.9M | 1.13% | 493,719 | 新建仓 |
| 23 | IRHO | IRON HORSE ACQUISIT II CORP | $4.7M | 1.09% | 470,000 | 持平 |
| 24 | XFLH | XFLH CAP CORP | $4.7M | 1.09% | 475,000 | 新建仓 |
| 25 | NMP | NMP ACQUISITION CORP | $4.6M | 1.07% | 450,000 | 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