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
Incision Capital Management LP (CIK 2049997) reported $103.2M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SE ($31.1M, 30.18%), CROX ($25.3M, 24.55%), TECK ($19.3M, 18.72%), EGO ($15.5M, 15.06%), EXE ($11.9M, 11.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD-ADR | $31.1M | 30.18% | 325,000 | Added |
| 2 | CROX | CROCS INC | $25.3M | 24.55% | 210,000 | Trimmed |
| 3 | TECK | TECK RESOURCES LTD-CL B | $19.3M | 18.72% | 325,000 | Trimmed |
| 4 | EGO | ELDORADO GOLD CORP | $15.5M | 15.06% | 500,000 | New |
| 5 | EXE | EXPAND ENERGY CORPORATION | $11.9M | 11.49% | 130,000 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30