MMCAP International Inc. SPC 13F 持仓 · 2026年Q2
MMCAP International Inc. SPC 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 303 只证券，申报市值合计 11.80 亿美元。前几大持仓：ARIS（8.63%）、ASTL（3.76%）、CXII（2.44%）。本季前 25 大持仓中：新建仓 13 只、增持 3 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ARIS | Aris Mining Corp | $101.8M | 8.63% | 6.8M | 减持 |
| 2 | ASTL | Algoma Steel Group Inc | $44.4M | 3.76% | 11.0M | 减持 |
| 3 | CXII | Churchill Capital Corp XII | $28.8M | 2.44% | 2.7M | 新建仓 |
| 4 | DMII | Drugs Made In America Acquisit | $27.2M | 2.30% | 2.7M | 持平 |
| 5 | NXE | NexGen Energy SEG | $25.3M | 2.14% | 2.7M | 增持 |
| 6 | CGCFU | Cartesian Growth Corp IV | $23.5M | 1.99% | 2.4M | 新建仓 |
| 7 | NPAC | New Providence Acquisition Cor | $22.8M | 1.94% | 2.2M | 持平 |
| 8 | IPFX | Inflection Point Acquisition C | $20.0M | 1.69% | 1.9M | 新建仓 |
| 9 | FERA | Fifth Era Acquisition Corp I | $19.8M | 1.68% | 1.9M | 持平 |
| 10 | TAC | TransAlta Corp | $18.1M | 1.54% | 1.3M | 新建仓 |
| 11 | FTRAU | FutureCorp Space Acquisition 1 | $17.7M | 1.50% | 1.8M | 新建仓 |
| 12 | MZYX | MOZAYYX Acquisition Corp | $17.4M | 1.48% | 1.8M | 新建仓 |
| 13 | IACO | Idea Acquisition Corp | $17.3M | 1.47% | 1.8M | 新建仓 |
| 14 | IPVVU | InterPrivate Investment Partne | $16.9M | 1.43% | 1.7M | 新建仓 |
| 15 | CCXI | Churchill Capital Corp XI | $16.6M | 1.41% | 950,474 | 新建仓 |
| 16 | CRDL | Cardiol Therapeutics Inc | $16.5M | 1.40% | 15.6M | 增持 |
| 17 | RDAG | Republic Digital Acquisition C | $16.2M | 1.37% | 1.6M | 持平 |
| 18 | LPAA | Launch One Acquisition Corp | $16.0M | 1.36% | 1.5M | 持平 |
| 19 | CEPF | Cantor Equity Partners IV Inc | $15.6M | 1.32% | 1.5M | 持平 |
| 20 | IRHO | Iron Horse Acquisition II Corp | $15.0M | 1.28% | 1.5M | 新建仓 |
| 21 | MESH | Meshflow Acquisition Corp | $15.0M | 1.27% | 1.5M | 新建仓 |
| 22 | WLCOU | Wilco 63 Corp | $14.9M | 1.27% | 1.5M | 新建仓 |
| 23 | QADR | QDRO Acquisition Corp | $14.9M | 1.26% | 1.5M | 新建仓 |
| 24 | APTV | Aptiv PLC | $14.8M | 1.25% | 240,889 | 增持 |
| 25 | IPCX | Inflection Point Acquisition C | $14.5M | 1.23% | 1.4M | 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