Scoggin Management LP 13F 持仓 · 2026年Q2
Scoggin Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 9.35 亿美元。前几大持仓：WULF（53.34%）、CORZ（10.68%）、NRGV（4.31%）。本季前 25 大持仓中：新建仓 8 只、增持 8 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | $498.6M | 53.34% | 20.2M | 增持 |
| 2 | CORZ | CORE SCIENTIFIC INC NEW | $99.8M | 10.68% | 3.9M | 减持 |
| 3 | NRGV | ENERGY VAULT HOLDINGS INC | $40.3M | 4.31% | 8.6M | 增持 |
| 4 | IWM | ISHARES TR | $37.6M | 4.02% | 125,000 | 持平 |
| 5 | PTON | PELOTON INTERACTIVE INC | $34.0M | 3.64% | 5.8M | 增持 |
| 6 | HUT | HUT 8 CORP | $27.4M | 2.93% | 237,500 | 减持 |
| 7 | BRUN | BOOST RUN INC | $26.9M | 2.88% | 692,500 | 新建仓 |
| 8 | ECHO | ECHOSTAR CORP | $25.4M | 2.71% | 250,000 | 减持 |
| 9 | SHAZ | SHARONAI HOLDINGS INC | $18.6M | 1.99% | 220,000 | 增持 |
| 10 | WBD | WARNER BROS DISCOVERY INC | $16.7M | 1.78% | 625,000 | 新建仓 |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $10.0M | 1.07% | 300,000 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $9.3M | 1.00% | 25,000 | 新建仓 |
| 13 | ABR | ARBOR REALTY TRUST INC | $7.5M | 0.80% | 1.4M | 新建仓 |
| 14 | PRMB | PRIMO BRANDS CORPORATION | $6.1M | 0.65% | 250,000 | 持平 |
| 15 | APO | APOLLO GLOBAL MGMT INC | $5.9M | 0.63% | 50,000 | 减持 |
| 16 | NOMD | NOMAD FOODS LTD | $5.5M | 0.59% | 500,000 | 增持 |
| 17 | CLSK | CLEANSPARK INC | $5.1M | 0.54% | 350,000 | 减持 |
| 18 | PS | PERSHING SQUARE INC | $5.1M | 0.54% | 155,000 | 新建仓 |
| 19 | BTDR | BITDEER TECHNOLOGIES GROUP | $4.8M | 0.51% | 300,000 | 增持 |
| 20 | GLXY | GALAXY DIGITAL INC. | $4.8M | 0.51% | 175,000 | 新建仓 |
| 21 | VIA | VIA TRANSN INC | $4.5M | 0.49% | 250,000 | 持平 |
| 22 | NN | NEXTNAV INC | $4.5M | 0.48% | 250,000 | 新建仓 |
| 23 | CTEV | CLARITEV CORPORATION | $4.3M | 0.46% | 125,000 | 增持 |
| 24 | CLNN | CLENE INC | $3.7M | 0.40% | 600,000 | 增持 |
| 25 | PSUS | PERSHING SQUARE USA LTD | $3.7M | 0.40% | 100,000 | 新建仓 |
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