Quinn Opportunity Partners LLC 13F 持仓 · 2026年Q2
Quinn Opportunity Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 353 只证券，申报市值合计 21.56 亿美元。前几大持仓：CMCSA（3.70%）、PTON（3.66%）、ABNB（3.01%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP-CLASS A | $79.9M | 3.70% | 3.3M | 增持 |
| 2 | PTON | PELOTON INTERACTIVE INC-A | $79.0M | 3.66% | 13.4M | 减持 |
| 3 | ABNB | AIRBNB INC-CLASS A | $64.9M | 3.01% | 453,500 | 减持 |
| 4 | DUOL | DUOLINGO | $63.9M | 2.96% | 555,664 | 增持 |
| 5 | TMHC | TAYLOR MORRISON HOME CORP | $63.0M | 2.92% | 878,376 | 新建仓 |
| 6 | EA | ELECTRONIC ARTS INC | $61.1M | 2.83% | 298,000 | 减持 |
| 7 | META | META PLATFORMS INC-CLASS A | $59.7M | 2.77% | 105,905 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $53.4M | 2.48% | 143,250 | 持平 |
| 9 | FUTU | FUTU HOLDINGS LTD-ADR | $48.7M | 2.26% | 519,149 | 增持 |
| 10 | WBD | WARNER BROS DISCOVERY INC | $45.1M | 2.09% | 1.7M | 增持 |
| 11 | ROKU | ROKU INC | $42.1M | 1.95% | 305,080 | 增持 |
| 12 | PZZA | PAPA JOHN'S INTL INC | $36.7M | 1.70% | 999,036 | 减持 |
| 13 | PYPL | PAYPAL HOLDINGS INC | $34.7M | 1.61% | 804,200 | 持平 |
| 14 | RDDT | REDDIT INC-CL A | $34.8M | 1.61% | 200,414 | 减持 |
| 15 | LULU | LULULEMON ATHLETICA INC | $33.6M | 1.56% | 294,432 | 增持 |
| 16 | MAA | MID-AMERICA APARTMENT COMM | $33.3M | 1.55% | 240,000 | 增持 |
| 17 | CHTR | CHARTER COMMUNICATIONS INC-A | $30.8M | 1.43% | 216,500 | 增持 |
| 18 | SCHW | SCHWAB (CHARLES) CORP | $29.5M | 1.37% | 320,000 | 持平 |
| 19 | ADBE | ADOBE INC | $25.7M | 1.19% | 125,466 | 增持 |
| 20 | SHAK | SHAKE SHACK INC - CLASS A | $24.7M | 1.15% | 441,560 | 增持 |
| 21 | NVO | NOVO-NORDISK A/S-SPONS ADR | $24.3M | 1.13% | 507,600 | 增持 |
| 22 | GRND | GRINDR INC | $21.3M | 0.99% | 1.5M | 减持 |
| 23 | NWSA | NEWS CORP - CLASS A | $20.0M | 0.93% | 807,234 | 增持 |
| 24 | NFLX | NETFLIX INC | $19.7M | 0.92% | 276,603 | 减持 |
| 25 | GTLB | GITLAB INC-CL A | $19.6M | 0.91% | 641,234 | 增持 |
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