Mercuria Capital Strategies, LLC 13F 持仓 · 2026年Q2
Mercuria Capital Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 1.63 亿美元。前几大持仓：SHAZ（39.84%）、BCSS（9.74%）、FCX（7.50%）。本季前 25 大持仓中：新建仓 4 只、增持 1 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHAZ | SHARONAI HOLDINGS INC | $65.0M | 39.84% | 767,333 | 新建仓 |
| 2 | BCSS | BAIN CAP GSS INVT CORP | $15.9M | 9.74% | 1.5M | 持平 |
| 3 | FCX | FREEPORT MCMORAN INC | $12.2M | 7.50% | 194,370 | 新建仓 |
| 4 | PALOU | PALOMA ACQUISITION CORP I | $10.1M | 6.18% | 1.0M | 持平 |
| 5 | ALUB | ALUSSA ENERGY ACQUISIT CORP | $10.0M | 6.16% | 1.0M | 持平 |
| 6 | DMII | DRUGS MADE IN AMER ACQ II CO | $7.5M | 4.63% | 750,000 | 持平 |
| 7 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $5.7M | 3.50% | 500,000 | 持平 |
| 8 | IPCX | INFLECTION PT ACQUISITION CO | $5.5M | 3.39% | 535,000 | 持平 |
| 9 | GSRF | GSR IV ACQUISITION CORP | $5.1M | 3.12% | 500,000 | 持平 |
| 10 | GIW | GIGCAPITAL8 CORP | $5.0M | 3.09% | 500,000 | 持平 |
| 11 | STRL | STERLING INFRASTRUCTURE INC | $4.3M | 2.64% | 5,127 | 新建仓 |
| 12 | TVA | TEXAS VENTURES ACQUISITION I | $3.7M | 2.25% | 347,500 | 持平 |
| 13 | TACO | BERTO ACQUISITION CORP | $2.8M | 1.74% | 270,908 | 持平 |
| 14 | VACI | VIKING ACQUISITION CORP I | $2.6M | 1.57% | 250,000 | 持平 |
| 15 | PAII | PYROPHYTE ACQUISITION CORP. | $2.5M | 1.56% | 250,000 | 持平 |
| 16 | SBXE | SILVERBOX CORP V | $2.5M | 1.54% | 250,000 | 持平 |
| 17 | CWEN | CLEARWAY ENERGY INC | $1.3M | 0.78% | 37,130 | 新建仓 |
| 18 | GMTL | GUARDIAN METAL RES PLC | $952,455 | 0.58% | 67,984 | 增持 |
| 19 | CCIX | CHURCHILL CAPITAL CORP IX | $95,418 | 0.06% | 8,762 | 持平 |
| 20 | CEPF | CANTOR EQUITY PARTNERS IV IN | $98,831 | 0.06% | 9,503 | 持平 |
| 21 | DMIIR | DRUGS MADE IN AMER ACQ II CO | $60,000 | 0.04% | 750,000 | 持平 |
| 22 | GIWWR | GIGCAPITAL8 CORP | $48,750 | 0.03% | 187,500 | 持平 |
| 23 | CCXI | CHURCHILL CAP CORP XI | $17,450 | 0.01% | 1,000 | 持平 |
| 24 | ALUBWS | ALUSSA ENERGY ACQUISIT CORP | $0 | 0.00% | 0 | 清仓 |
| 25 | BCSSWS | BAIN CAP GSS INVT CORP | $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