Northern Right Capital Management, L.P. 13F 持仓 · 2026年Q2
Northern Right Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 3.37 亿美元。前几大持仓：FTAI（10.69%）、NWSA（9.88%）、TKO（9.84%）。本季前 25 大持仓中：新建仓 8 只、增持 6 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTAI | FTAI AVIATION LTD | $36.0M | 10.69% | 133,190 | 增持 |
| 2 | NWSA | NEWS CORP NEW | $33.3M | 9.88% | 1.3M | 减持 |
| 3 | TKO | TKO GROUP HOLDINGS INC | $33.2M | 9.84% | 164,754 | 增持 |
| 4 | SRTA | STRATA CRITICAL MEDICAL INC | $25.8M | 7.65% | 4.9M | 增持 |
| 5 | WULF | TERAWULF INC | $19.1M | 5.67% | 773,594 | 新建仓 |
| 6 | HPE | HEWLETT PACKARD ENTERPRISE C | $18.0M | 5.35% | 399,868 | 新建仓 |
| 7 | CTRI | CENTURI HOLDINGS INC | $16.1M | 4.77% | 531,148 | 减持 |
| 8 | CORZ | CORE SCIENTIFIC INC NEW | $15.9M | 4.73% | 622,587 | 新建仓 |
| 9 | HUT | HUT 8 CORP | $15.9M | 4.71% | 137,356 | 减持 |
| 10 | ECHO | ECHOSTAR CORP | $15.6M | 4.62% | 153,377 | 减持 |
| 11 | DUOT | DUOS TECHNOLOGIES GROUP INC | $14.6M | 4.34% | 1.2M | 增持 |
| 12 | ZM | ZOOM COMMUNICATIONS INC | $13.6M | 4.02% | 157,049 | 新建仓 |
| 13 | EBAY | EBAY INC. | $10.4M | 3.08% | 93,000 | 增持 |
| 14 | ARES | ARES MANAGEMENT CORPORATION | $9.5M | 2.80% | 84,903 | 减持 |
| 15 | LODE | COMSTOCK INC | $9.3M | 2.77% | 2.2M | 新建仓 |
| 16 | GEG | GREAT ELM GROUP INC | $9.3M | 2.75% | 4.2M | 持平 |
| 17 | APO | APOLLO GLOBAL MGMT INC | $7.3M | 2.15% | 61,339 | 持平 |
| 18 | YUM | YUM BRANDS INC | $6.4M | 1.90% | 40,000 | 新建仓 |
| 19 | BEP | BROOKFIELD RENEWABLE ENERGY | $6.2M | 1.85% | 179,871 | 增持 |
| 20 | NBIS | NEBIUS GROUP N.V. | $4.2M | 1.25% | 15,290 | 减持 |
| 21 | ET | ENERGY TRANSFER L P | $4.1M | 1.21% | 212,512 | 持平 |
| 22 | NWS | NEWS CORP NEW | $3.9M | 1.17% | 140,459 | 持平 |
| 23 | PURR | HYPERLIQUID STRATEGIES INC | $2.8M | 0.82% | 350,000 | 新建仓 |
| 24 | SPHR | SPHERE ENTERTAINMENT CO | $2.6M | 0.77% | 15,000 | 新建仓 |
| 25 | GECC | GREAT ELM CAP CORP | $2.1M | 0.62% | 383,971 | 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