North Ground Capital 13F 持仓 · 2026年Q2

North Ground Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 8,335.08 万美元。前几大持仓：FSSL（10.94%）、CGBD（7.78%）、MSIF（7.46%）。本季前 25 大持仓中：新建仓 6 只、增持 12 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	FSSL	FS SPECIALTY LENDING FD	$9.1M	10.94%	817,600	增持
2	CGBD	CARLYLE SECURED LENDING INC	$6.5M	7.78%	616,000	增持
3	MSIF	MSC INCOME FUND INC	$6.2M	7.46%	537,600	增持
4	BRSP	BRIGHTSPIRE CAPITAL INC	$6.0M	7.14%	1.1M	减持
5	CCAP	CRESCENT CAP BDC INC	$5.7M	6.82%	520,800	增持
6	ACRE	ARES COML REAL ESTATE CORP	$5.5M	6.65%	1.2M	增持
7	MRP	MILLROSE PPTYS INC	$5.4M	6.46%	179,200	增持
8	GLO	CLOUGH GLOBAL OPPORTUNITIES	$4.5M	5.35%	728,000	增持
9	RWAY	RUNWAY GROWTH FINANCE CORP	$4.1M	4.90%	728,000	减持
10	NRK	NUVEEN NY AMT FREE	$3.5M	4.16%	323,680	减持
11	MXF	MEXICO FD INC	$3.0M	3.58%	136,348	增持
12	OTF	BLUE OWL TECHNOLOGY FIN CORP	$2.9M	3.45%	277,467	增持
13	BCSF	BAIN CAP SPECIALTY FIN INC	$2.8M	3.36%	224,000	减持
14	SLRC	SLR INVESTMENT CORP	$2.1M	2.49%	168,000	新建仓
15	GLAD	GLADSTONE CAP CORP	$2.0M	2.45%	105,280	减持
16	TYG	TORTOISE ENERGY INFRSTRCTR C	$1.9M	2.30%	44,800	新建仓
17	BXMT	BLACKSTONE MORTGAGE TRUST IN	$1.8M	2.16%	106,400	新建仓
18	JFR	NUVEEN FLOATING RATE INCOME	$1.7M	2.05%	222,501	新建仓
19	AOMR	ANGEL OAK MORTGAGE REIT INC	$1.5M	1.79%	164,369	增持
20	NFJ	VIRTUS DIVIDEND INTEREST & P	$1.4M	1.63%	89,387	新建仓
21	IQI	INVESCO QUALITY MUN INCOME T	$1.2M	1.46%	120,018	减持
22	NMZ	NUVEEN MUN HIGH INCOME OPPOR	$947,072	1.14%	89,600	新建仓
23	GLQ	CLOUGH GLOBAL EQUITY FD	$767,990	0.92%	89,094	增持
24	GLV	CLOUGH GLOBAL DIVID & INCOME	$607,560	0.73%	91,500	增持
25	FSCO	FS CREDIT OPPORTUNITIES CORP	$447,104	0.54%	89,600	减持

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