Radcliffe Capital Management, L.P. 13F 持仓 · 2026年Q2
Radcliffe Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 446 只证券，申报市值合计 13.15 亿美元。前几大持仓：TDOC（4.59%）、ENPH（3.51%）、FIVN（2.93%）。本季前 25 大持仓中：新建仓 6 只、增持 4 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TDOC | TELADOC HEALTH INC | $60.4M | 4.59% | 0 | 减持 |
| 2 | ENPH | ENPHASE ENERGY INC | $46.1M | 3.51% | 0 | 持平 |
| 3 | FIVN | FIVE9 INC | $38.5M | 2.93% | 0 | 持平 |
| 4 | ETSY | ETSY INC | $36.5M | 2.78% | 0 | 增持 |
| 5 | RPD | RAPID7 INC | $35.0M | 2.66% | 0 | 新建仓 |
| 6 | DXCM | DEXCOM INC | $24.2M | 1.84% | 0 | 持平 |
| 7 | GLADZ | GLADSTONE CAP CORP | $20.6M | 1.56% | 0 | 持平 |
| 8 | DDOG | DATADOG INC | $14.2M | 1.08% | 0 | 增持 |
| 9 | AACU | ARES ACQUISITION CORP III | $14.0M | 1.06% | 1.4M | 新建仓 |
| 10 | GUACU | BERTO ACQUISITION CORP II | $13.2M | 1.00% | 1.3M | 新建仓 |
| 11 | DBCA | D BORAL ACQUISITION I CORP | $12.7M | 0.97% | 1.3M | 减持 |
| 12 | EVAC | EQV VENTURES AC CORP. II | $9.3M | 0.70% | 910,862 | 持平 |
| 13 | COIN | COINBASE GLOBAL INC | $9.0M | 0.68% | 0 | 增持 |
| 14 | SNOW | SNOWFLAKE INC | $8.8M | 0.67% | 0 | 新建仓 |
| 15 | MTNEU | CH4 NATURAL SOLUTIONS CORP | $8.0M | 0.61% | 798,500 | 新建仓 |
| 16 | MESH | MESHFLOW ACQUISITION CORP | $7.8M | 0.59% | 775,000 | 持平 |
| 17 | WENN | WEN ACQUISITION CORP | $7.6M | 0.58% | 742,039 | 增持 |
| 18 | ALOV | ALDABRA 4 LQDTY OPP VEH INC | $7.5M | 0.57% | 750,000 | 持平 |
| 19 | AKAM | AKAMAI TECHNOLOGIES INC | $7.3M | 0.55% | 0 | 新建仓 |
| 20 | EVOX | EVOLUTION GLOBAL ACQUISITION | $7.2M | 0.55% | 720,988 | 持平 |
| 21 | HCMA | HCM III ACQUISITION CORP | $7.2M | 0.55% | 703,404 | 持平 |
| 22 | JACS | JACKSON ACQUISITION CO II | $7.2M | 0.55% | 675,001 | 持平 |
| 23 | SDHI | SIDDHI ACQUISITION CORP | $7.2M | 0.55% | 693,837 | 持平 |
| 24 | AACB | ARTIUS II ACQUISITION INC | $7.1M | 0.54% | 678,671 | 持平 |
| 25 | KFII | K&F GROWTH ACQUISITION CORP | $7.1M | 0.54% | 671,808 | 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