| 公司 | 股票代码 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 | 2026 Q2 |
|---|---|---|---|---|---|---|---|---|---|
| COMERICA INC /NEW/ | CMA | 462,500 | |||||||
| Block | SQ | 75,000 | 641,800 | 370,000 | |||||
| WESTERN ALLIANCE BANCORPORATION | WAL | 195,000 | |||||||
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | ZION | 285,000 | |||||||
| 英特尔 | INTC | 2,500,000 | 1,000,000 | 8,000,000 | |||||
| 甲骨文 | ORCL | 1,573,394 | 1,400,000 | 700,000 | 150,000 | ||||
| 贝壳 | BEKE | 2,175,000 | 2,574,074 | 1,900,000 | 1,500,000 | ||||
| WYNN RESORTS LTD | WYNN | 800,000 | 500,000 | 320,000 | |||||
| 金沙集团 | LVS | 1,528,323 | 900,000 | 590,000 | |||||
| 92189F676 | SMH | 100,000 | |||||||
| CHESAPEAKE ENERGY CORP | CHKEZ | 250,000 | 250,000 | 117,321 | |||||
| CHESAPEAKE ENERGY CORP | CHKEL | 150,000 | 150,000 | 65,398 | |||||
| 联邦快递 | FDX | 375,000 | 350,000 | ||||||
| EQT Corp | EQT | 1,795,000 | 800,000 | ||||||
| ANTERO RESOURCES Corp | AR | 1,745,000 | 840,000 | ||||||
| CHESAPEAKE ENERGY CORP | CHK | 165,000 | 295,000 | ||||||
| Adobe | ADBE | 200,000 | |||||||
| 拉姆研究 | LRCX | 100,000 | |||||||
| SOUTHWESTERN ENERGY CO | SWN | 4,180,000 |
