Maplelane Capital, LLC
- SEC CIK
- 0001512173
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 48
- 較 2026 年第 1 季 +13
- 總值
- $23.9 億
- 較 2026 年第 1 季 +$11.9 億 (+100.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,078,800 | $1.84 億 | 7.7% | +1,078,800 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 582,000 | $1.73 億 | 7.3% | +582,000 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 655,000 | $1.56 億 | 6.5% | +655,000 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 777,000 | $1.55 億 | 6.5% | −168,000−17.8% | 減碼 | 歷史 |
| FOXAFox Corp | CL A COM | 2,293,000 | $1.20 億 | 5.0% | +2,293,000 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 321,000 | $1.17 億 | 4.9% | +210,000+189.2% | 加碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 738,000 | $1.13 億 | 4.7% | +738,000 | 新進 | 歷史 |
| TTMITTM Technologies Inc | COM | 566,000 | $1.06 億 | 4.4% | +566,000 | 新進 | 歷史 |
| ECHOEchoStar CORP | CL A | 880,000 | $8,932 萬 | 3.7% | +880,000 | 新進 | 歷史 |
| SNOWSnowflake Inc. | Stock | 346,000 | $8,806 萬 | 3.7% | +346,000 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 299,000 | $8,131 萬 | 3.4% | +299,000 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 222,000 | $6,026 萬 | 2.5% | −117,000−34.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 157,900 | $5,890 萬 | 2.5% | +157,900 | 新進 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 317,000 | $5,805 萬 | 2.4% | −221,237−41.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 124,000 | $5,531 萬 | 2.3% | +1,000+0.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 94,000 | $5,461 萬 | 2.3% | −88,000−48.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 157,000 | $5,387 萬 | 2.3% | +117,000+292.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 120,000 | $4,983 萬 | 2.1% | +120,000 | 新進 | 歷史 |
| SGISomnigroup International Inc. | COM | 578,600 | $4,536 萬 | 1.9% | +578,600 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 120,000 | $4,288 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 120,000 | $4,240 萬 | 1.8% | +120,000 | 新進 | 歷史 |
| MTZMastec Inc | COM | 88,800 | $3,695 萬 | 1.5% | +88,800 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 83,000 | $3,274 萬 | 1.4% | −362,000−81.3% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 165,000 | $2,968 萬 | 1.2% | +10,000+6.5% | 加碼 | 歷史 |
| LIONLionsgate Studios Corp. | COM | 1,905,800 | $2,918 萬 | 1.2% | +1,905,800 | 新進 | 歷史 |
| CBRSCerebras Systems Inc. | COM CL A | 132,000 | $2,917 萬 | 1.2% | +132,000 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 107,001 | $2,786 萬 | 1.2% | +107,001 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 55,700 | $2,660 萬 | 1.1% | −70,322−55.8% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 273,900 | $2,625 萬 | 1.1% | −434,100−61.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 25,001 | $2,413 萬 | 1.0% | +25,001 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 61,192 | $2,351 萬 | 1.0% | +61,192 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 160,000 | $2,210 萬 | 0.9% | +89,000+125.4% | 加碼 | 歷史 |
| WULFTerawulf Inc. | COM | 780,000 | $1,927 萬 | 0.8% | +780,000 | 新進 | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 320,000 | $1,788 萬 | 0.7% | −796,246−71.3% | 減碼 | 歷史 |
| COMPCompass, Inc. | CL A | 1,390,000 | $1,714 萬 | 0.7% | +1,390,000 | 新進 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 170,400 | $1,621 萬 | 0.7% | −1,100−0.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 86,000 | $1,587 萬 | 0.7% | +86,000 | 新進 | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 57,200 | $1,547 萬 | 0.6% | +57,200 | 新進 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 518,400 | $1,357 萬 | 0.6% | +518,400 | 新進 | 歷史 |
| HUTHut 8 Corp. | COM | 113,800 | $1,314 萬 | 0.6% | +113,800 | 新進 | 歷史 |
| QNTQuantinuum Inc. | CL A COM | 150,000 | $1,226 萬 | 0.5% | +150,000 | 新進 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 1,050,200 | $925.2 萬 | 0.4% | −412,600−28.2% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 39,054 | $701.3 萬 | 0.3% | +39,054 | 新進 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 80,000 | $599.1 萬 | 0.3% | +80,000 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 340,000 | $590.6 萬 | 0.2% | +340,000 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 70,000 | $460.7 萬 | 0.2% | +70,000 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1 | $168 | <0.1% | +1 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 1 | $21 | <0.1% | +1 | 新進 | 歷史 |
選擇權（38 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $4.32 億 |
| ASMLASML Holding NV | ADR | – | $3.03 億 |
| VanEck Semiconductor ETF92189F676 | ETF | $3.02 億 | – |
| AMZNAmazon Com Inc | Stock | – | $2.50 億 |
| MSFTMicrosoft Corp | Stock | – | $2.24 億 |
| Invesco QQQ Trust Series I46090E103 | ETF | $1.62 億 | – |
| VVisa Inc. | Stock | – | $1.37 億 |
| LYVLive Nation Entertainment, Inc. | COM | – | $9,156 萬 |
| NTRANatera, Inc. | COM | – | $8,822 萬 |
| TXNTexas Instruments Inc | Stock | – | $8,346 萬 |
| AMDAdvanced Micro Devices Inc | Stock | – | $6,971 萬 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | – | $6,834 萬 |
| TTMITTM Technologies Inc | COM | – | $6,172 萬 |
| SNOWSnowflake Inc. | Stock | – | $6,108 萬 |
| MUMicron Technology Inc | Stock | – | $5,771 萬 |
| CLSCelestica Inc | Stock | – | $5,654 萬 |
| ENTGEntegris Inc | COM | – | $5,396 萬 |
| VRTVertiv Holdings Co | COM CL A | – | $5,357 萬 |
| SNDKSandisk Corp | COM | – | $5,230 萬 |
| TMUST-Mobile US, Inc. | Stock | – | $5,032 萬 |
| LSCCLattice Semiconductor Corp | COM | – | $4,589 萬 |
| FTAIFTAI Aviation Ltd. | SHS | – | $4,328 萬 |
| WSMWilliams Sonoma Inc | COM | – | $3,730 萬 |
| FOXAFox Corp | CL A COM | – | $3,651 萬 |
| MTZMastec Inc | COM | – | $3,328 萬 |
| SGISomnigroup International Inc. | COM | – | $3,136 萬 |
| DDOGDatadog, Inc. | CL A COM | – | $3,124 萬 |
| COHRCoherent Corp. | COM | – | $3,037 萬 |
| SNPSSynopsys Inc | COM | – | $2,676 萬 |
| CVNACarvana Co. | CL A | – | $2,435 萬 |
| STMSTMicroelectronics N.V. | NY REGISTRY | – | $2,191 萬 |
| CRDOCredo Technology Group Holding Ltd | Stock | – | $2,176 萬 |
| CHTRCharter Communications, Inc. | CL A | – | $2,133 萬 |
| TLNTalen Energy Corp | COM | – | $1,921 萬 |
| DASHDoorDash, Inc. | Stock | – | $1,845 萬 |
| VZVerizon Communications Inc | Stock | – | $1,086 萬 |
| TAT&T Inc. | Stock | – | $847.7 萬 |
| LIONLionsgate Studios Corp. | COM | – | $612.4 萬 |
2026 年第 1 季之後清倉（19 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 621,000 | $1.33 億 | 11.1% | 歷史 |
| MUMicron Technology Inc | Stock | 146,000 | $4,932 萬 | 4.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 74,500 | $4,262 萬 | 3.6% | 歷史 |
| SHWSherwin Williams Co | COM | 122,000 | $3,911 萬 | 3.3% | 歷史 |
| ADIAnalog Devices Inc | Stock | 104,000 | $3,309 萬 | 2.8% | 歷史 |
| BABoeing Co | Stock | 120,000 | $2,388 萬 | 2.0% | 歷史 |
| FIGRFigure Technology Solutions, Inc. | Stock | 681,000 | $2,312 萬 | 1.9% | 歷史 |
| ASMLASML Holding NV | ADR | 15,000 | $1,981 萬 | 1.7% | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 213,000 | $1,961 萬 | 1.6% | 歷史 |
| CHWYChewy, Inc. | CL A | 640,000 | $1,728 萬 | 1.4% | 歷史 |
| VSTVistra Corp. | Stock | 40,000 | $601.3 萬 | 0.5% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 115,000 | $475.9 萬 | 0.4% | 歷史 |
| ZGZillow Group, Inc. | CL A | 114,600 | $474.3 萬 | 0.4% | 歷史 |
| PURRHyperliquid Strategies Inc | COM | 575,000 | $292.7 萬 | 0.2% | 歷史 |
| OKTAOkta, Inc. | CL A | 35,000 | $275.5 萬 | 0.2% | 歷史 |
| EQPTEquipmentShare.com Inc | COM CL A | 100,000 | $203.7 萬 | 0.2% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,000 | $150.6 萬 | 0.1% | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 39,233 | $129.2 萬 | 0.1% | 歷史 |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 1 | $9 | <0.1% | 歷史 |