PDT Partners, LLC
New York NY · SEC CIK 0001564702
$19.04亿2026Q2 申报市值
489持仓数
12.4%前十大占比 · 第一大 1.8%
98 / 142新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STLA 重新持有+$3,009.13万
AEIS 加仓+$2,195.76万
TSN 加仓+$1,976.36万
STX 新建仓+$1,958.95万
INTC 新建仓+$1,887.80万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$4,193.53万
HUM 减仓-$1,539.27万
TIGO 减仓-$1,241.11万
LVS 减仓-$1,229.74万
UBS 减仓-$1,178.35万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -44,832 | -100.0% | -$1,024.32万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -675,000 | -100.0% | -$969.98万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -172,791 | -100.0% | -$882.10万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -290,072 | -100.0% | -$842.95万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -129,715 | -100.0% | -$766.75万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$699.91万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -54,965 | -100.0% | -$674.86万 | 清仓 |
| RSI | RUSH STREET INTERACTIVE INC | $0 | 0.00% | 0 | -272,933 | -100.0% | -$593.63万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -3,818 | -100.0% | -$526.50万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -307,200 | -100.0% | -$489.06万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -19,219 | -100.0% | -$481.59万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$446.52万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -70,048 | -100.0% | -$439.20万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -56,235 | -100.0% | -$438.80万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -90,010 | -100.0% | -$422.42万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -9,700 | -100.0% | -$420.95万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -12,200 | -100.0% | -$401.25万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -19,812 | -100.0% | -$392.85万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -22,801 | -100.0% | -$385.66万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -28,781 | -100.0% | -$379.16万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO | $0 | 0.00% | 0 | -45,369 | -100.0% | -$367.67万 | 清仓 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,074 | -100.0% | -$339.73万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -182,986 | -100.0% | -$331.75万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -19,100 | -100.0% | -$329.48万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -227,420 | -100.0% | -$324.07万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -20,900 | -100.0% | -$305.43万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -274,803 | -100.0% | -$297.34万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -4,239 | -100.0% | -$288.73万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -22,812 | -100.0% | -$269.30万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -19,600 | -100.0% | -$266.50万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -27,800 | -100.0% | -$263.88万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -12,300 | -100.0% | -$262.80万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -45,616 | -100.0% | -$258.96万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | -100,041 | -100.0% | -$256.61万 | 清仓 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -96,628 | -100.0% | -$256.26万 | 清仓 |
| PUMP | PROPETRO HLDG CORP | $0 | 0.00% | 0 | -175,924 | -100.0% | -$253.51万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -26,600 | -100.0% | -$239.35万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -71,983 | -100.0% | -$236.97万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -27,232 | -100.0% | -$236.84万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -203,044 | -100.0% | -$236.55万 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -135,987 | -100.0% | -$236.48万 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -78,944 | -100.0% | -$230.75万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -75,758 | -100.0% | -$228.18万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -180,628 | -100.0% | -$224.52万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -53,951 | -100.0% | -$217.04万 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -4,808 | -100.0% | -$208.80万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -28,855 | -100.0% | -$199.65万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -2,000 | -100.0% | -$199.29万 | 清仓 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | -51,594 | -100.0% | -$196.11万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -191,487 | -100.0% | -$191.87万 | 清仓 |
| RVLV | REVOLVE GROUP INC | $0 | 0.00% | 0 | -84,418 | -100.0% | -$190.87万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -20,953 | -100.0% | -$187.80万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -53,488 | -100.0% | -$184.21万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -53,503 | -100.0% | -$176.29万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -58,957 | -100.0% | -$175.16万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -35,444 | -100.0% | -$172.90万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -54,359 | -100.0% | -$172.26万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -15,251 | -100.0% | -$169.39万 | 清仓 |
| NG | NOVAGOLD RESOURCES INC | $0 | 0.00% | 0 | -187,960 | -100.0% | -$168.79万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -5,100 | -100.0% | -$167.58万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -22,551 | -100.0% | -$160.52万 | 清仓 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -69,790 | -100.0% | -$159.12万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -6,500 | -100.0% | -$159.10万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -39,427 | -100.0% | -$151.87万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -39,580 | -100.0% | -$142.65万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -19,515 | -100.0% | -$141.97万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -23,220 | -100.0% | -$141.20万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -38,381 | -100.0% | -$140.44万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -9,572 | -100.0% | -$140.10万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$139.89万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -296,100 | -100.0% | -$134.13万 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -41,705 | -100.0% | -$133.96万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -23,640 | -100.0% | -$131.56万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -19,622 | -100.0% | -$121.30万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -75,318 | -100.0% | -$108.91万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -17,135 | -100.0% | -$107.74万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -26,448 | -100.0% | -$105.90万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -23,600 | -100.0% | -$104.90万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -9,559 | -100.0% | -$104.77万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -7,746 | -100.0% | -$104.32万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$104.20万 | 清仓 |
| IHS | IHS HOLDING LIMITED | $0 | 0.00% | 0 | -126,460 | -100.0% | -$104.08万 | 清仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $0 | 0.00% | 0 | -93,749 | -100.0% | -$101.25万 | 清仓 |
| INTR | INTER & CO INC | $0 | 0.00% | 0 | -126,562 | -100.0% | -$100.74万 | 清仓 |
| ANAB | ANAPTYSBIO INC | $0 | 0.00% | 0 | -17,595 | -100.0% | -$97.58万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -14,075 | -100.0% | -$83.55万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -2,357 | -100.0% | -$81.08万 | 清仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $0 | 0.00% | 0 | -7,236 | -100.0% | -$80.25万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -6,019 | -100.0% | -$78.74万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -11,182 | -100.0% | -$75.68万 | 清仓 |
| CAAP | CORPORACION AMER ARPTS S A | $0 | 0.00% | 0 | -27,614 | -100.0% | -$69.84万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -23,839 | -100.0% | -$67.56万 | 清仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $0 | 0.00% | 0 | -4,145 | -100.0% | -$67.27万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -42,296 | -100.0% | -$67.17万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$63.01万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -29,132 | -100.0% | -$61.38万 | 清仓 |
| ARLO | ARLO TECHNOLOGIES INC | $0 | 0.00% | 0 | -42,895 | -100.0% | -$61.04万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -9,900 | -100.0% | -$61.00万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$59.70万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -600 | -100.0% | -$57.70万 | 清仓 |