13F 机构持仓

PDT Partners, LLC

New York NY · SEC CIK 0001564702

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$19.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

STLA 1.8%
MKSI 1.7%
TSN 1.4%
AEIS 1.2%
SN 1.2%
PBF 1.1%
SU 1.1%
STX 1.0%
INTC 1.0%
CVX 1.0%

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
LMAT LEMAITRE VASCULAR INC $00.00%0 -5,200-100.0% -$56.77万 清仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $00.00%0 -25,375-100.0% -$56.23万 清仓
DORM DORMAN PRODS INC $00.00%0 -4,863-100.0% -$50.75万 清仓
TXRH TEXAS ROADHOUSE INC $00.00%0 -3,037-100.0% -$50.15万 清仓
— BEAZER HOMES USA INC $00.00%0 -25,787-100.0% -$49.61万 清仓
INR INFINITY NAT RES INC $00.00%0 -27,117-100.0% -$47.75万 清仓
COLL COLLEGIUM PHARMACEUTICAL INC $00.00%0 -14,382-100.0% -$47.56万 清仓
AMPL AMPLITUDE INC $00.00%0 -66,964-100.0% -$45.67万 清仓
HCSG HEALTHCARE SVCS GROUP INC $00.00%0 -24,382-100.0% -$45.23万 清仓
BE BLOOM ENERGY CORP $00.00%0 -3,300-100.0% -$44.71万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -7,896-100.0% -$43.67万 清仓
BIIB BIOGEN INC $00.00%0 -2,348-100.0% -$43.05万 清仓
MUSA MURPHY USA INC $00.00%0 -802-100.0% -$39.62万 清仓
BORR BORR DRILLING LTD $00.00%0 -68,043-100.0% -$39.26万 清仓
— SIMULATIONS PLUS INC $00.00%0 -32,067-100.0% -$37.90万 清仓
VITL VITAL FARMS INC $00.00%0 -25,057-100.0% -$35.38万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -5,780-100.0% -$32.95万 清仓
AMSC AMERICAN SUPERCONDUCTOR CORP $00.00%0 -9,732-100.0% -$32.94万 清仓
TATT TAT TECHNOLOGIES LTD $00.00%0 -7,454-100.0% -$30.29万 清仓
SNX TD SYNNEX CORPORATION $00.00%0 -1,700-100.0% -$28.68万 清仓
EXPO EXPONENT INC $00.00%0 -4,231-100.0% -$27.61万 清仓
KEX KIRBY CORP $00.00%0 -2,064-100.0% -$27.43万 清仓
FDX FEDEX CORP $00.00%0 -681-100.0% -$24.26万 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -1,200-100.0% -$23.70万 清仓
PERI PERION NETWORK LTD $00.00%0 -23,280-100.0% -$23.26万 清仓
TIPT TIPTREE INC $00.00%0 -13,579-100.0% -$22.98万 清仓
OLMA OLEMA PHARMACEUTICALS INC $00.00%0 -15,301-100.0% -$22.81万 清仓
AMPH AMPHASTAR PHARMACEUTICALS IN $00.00%0 -11,441-100.0% -$22.41万 清仓
HUN HUNTSMAN CORP $00.00%0 -13,824-100.0% -$18.40万 清仓
RNW RENEW ENERGY GLOBAL PLC $00.00%0 -40,070-100.0% -$18.35万 清仓
QTRX QUANTERIX CORP $00.00%0 -47,668-100.0% -$16.78万 清仓
NRDS NERDWALLET INC $00.00%0 -15,857-100.0% -$16.46万 清仓
RXST RXSIGHT INC $00.00%0 -26,521-100.0% -$16.34万 清仓
BMBL BUMBLE INC $00.00%0 -48,058-100.0% -$15.67万 清仓
CLBT CELLEBRITE DI LTD $00.00%0 -10,400-100.0% -$14.33万 清仓
EBS EMERGENT BIOSOLUTIONS INC $00.00%0 -15,752-100.0% -$13.07万 清仓
ANGI ANGI INC $00.00%0 -14,859-100.0% -$10.18万 清仓
COTY COTY INC $00.00%0 -48,253-100.0% -$9.70万 清仓
TBLA TABOOLA.COM LTD $00.00%0 -29,610-100.0% -$9.18万 清仓
SG SWEETGREEN INC $00.00%0 -15,381-100.0% -$7.98万 清仓
— SKILLZ INC $00.00%0 -27,130-100.0% -$7.03万 清仓
BGS B & G FOODS INC $00.00%0 -11,538-100.0% -$5.55万 清仓
GSM FERROGLOBE PLC $4.36万0.00%13,712 -46,066-77.1% -$14.65万 重新持有
GTN GRAY MEDIA INC $4.94万0.00%12,451 -32,951-72.6% -$13.08万 减仓
ACDC PROFRAC HLDG CORP $6.06万0.00%10,425 00.0% — 不变
JRVR JAMES RIV GROUP HOLDINGS INC $6.91万0.00%15,710 15,710— $6.91万 新建仓
RES RPC INC $7.75万0.00%13,285 00.0% — 不变
IMMR IMMERSION CORP $8.71万0.00%12,863 12,863— $8.71万 新建仓
ZIP ZIPRECRUITER INC $8.76万0.00%23,363 -5,300-18.5% -$1.99万 减仓
FSM FORTUNA MNG CORP $11.69万0.01%13,831 -89,000-86.5% -$75.21万 减仓
NTSK NETSKOPE INC $11.95万0.01%10,925 -9,200-45.7% -$10.06万 减仓
KROS KEROS THERAPEUTICS INC $12.20万0.01%11,405 -21,339-65.2% -$22.83万 减仓
— STAR HLDGS $13.01万0.01%14,250 -1,461-9.3% -$1.33万 减仓
LXU LSB INDS INC $14.49万0.01%13,400 00.0% — 不变
CGNT COGNYTE SOFTWARE LTD $15.49万0.01%17,639 -1,000-5.4% -$8,780 减仓
CAL CALERES INC $15.95万0.01%12,896 12,896— $15.95万 新建仓
PTON PELOTON INTERACTIVE INC $16.71万0.01%28,266 00.0% — 不变
GTE GRAN TIERRA ENERGY INC $17.10万0.01%27,364 00.0% — 不变
OPRT OPORTUN FINL CORP $17.33万0.01%30,346 -5,087-14.4% -$2.90万 减仓
— MEDALLION FINANCIAL CORP $18.53万0.01%18,146 00.0% — 不变
ALTG ALTA EQUIPMENT GROUP INC $18.63万0.01%28,800 28,800— $18.63万 新建仓
BHC BAUSCH HEALTH COS INC $20.63万0.01%41,845 -8,200-16.4% -$4.04万 减仓
BKSY BLACKSKY TECHNOLOGY INC $20.91万0.01%7,489 7,489— $20.91万 新建仓
AII AMERICAN INTEGRITY INS GROUP $21.64万0.01%11,490 11,490— $21.64万 新建仓
KEN KENON HLDGS LTD $22.06万0.01%3,299 00.0% — 不变
GOLD GOLD COM INC $22.22万0.01%5,341 -31,981-85.7% -$133.07万 减仓
OOMA OOMA INC $22.33万0.01%11,618 00.0% — 不变
BATRA ATLANTA BRAVES HLDGS INC $22.83万0.01%4,055 -446-9.9% -$2.51万 减仓
ABNB AIRBNB INC $22.90万0.01%1,600 -21,800-93.2% -$311.96万 减仓
IRMD IRADIMED CORP $22.97万0.01%2,404 -8,129-77.2% -$77.68万 减仓
BWFG BANKWELL FINL GROUP INC $23.50万0.01%4,000 4,000— $23.50万 新建仓
GBX GREENBRIER COS INC $23.50万0.01%4,795 00.0% — 不变
PDS PRECISION DRILLING CORP $24.40万0.01%3,183 00.0% — 不变
BCRX BIOCRYST PHARMACEUTICALS INC $24.49万0.01%24,489 -538,951-95.7% -$538.95万 减仓
SNAP SNAP INC $24.69万0.01%55,600 00.0% — 不变
BJRI BJS RESTAURANTS INC $25.34万0.01%4,172 -1,900-31.3% -$11.54万 减仓
LINC LINCOLN EDL SVCS CORP $25.50万0.01%5,110 00.0% — 不变
VMD VIEMED HEALTHCARE INC $26.76万0.01%23,472 00.0% — 不变
TNDM TANDEM DIABETES CARE INC $26.93万0.01%17,844 -75,961-81.0% -$114.63万 减仓
FSBC FIVE STAR BANCORP $27.76万0.01%5,701 00.0% — 不变
HBCP HOMEBANCORP INC $27.78万0.01%4,054 00.0% — 不变
AGIO AGIOS PHARMACEUTICALS INC $27.83万0.01%7,500 00.0% — 不变
INGM INGRAM MICRO HLDG CORP $27.98万0.01%10,200 00.0% — 不变
WLDN WILLDAN GROUP INC $28.07万0.01%3,549 00.0% — 不变
BMO BANK MONTREAL MEDIUM $28.27万0.01%1,600 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $28.39万0.01%15,800 -9,670-38.0% -$17.38万 减仓
PWP PERELLA WEINBERG PARTNERS $29.05万0.02%18,200 18,200— $29.05万 新建仓
AROC ARCHROCK INC $29.58万0.02%7,267 -36,421-83.4% -$148.27万 减仓
ASTL ALGOMA STL GROUP INC $29.60万0.02%73,079 2,7753.9% $1.12万 加仓
LBTYK LIBERTY GLOBAL LTD $29.91万0.02%27,187 00.0% — 不变
FIZZ NATIONAL BEVERAGE CORP $30.26万0.02%9,700 9,700— $30.26万 新建仓
PANL PANGAEA LOGISTICS SOLUTION L $31.43万0.02%48,355 48,355— $31.43万 新建仓
BCSF BAIN CAP SPECIALTY FIN INC $32.57万0.02%26,013 11,75482.4% $14.72万 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $32.69万0.02%9,317 9,317— $32.69万 新建仓
— RED ROBIN GOURMET BURGERS IN $32.74万0.02%40,972 00.0% — 不变
HOFT HOOKER FURNISHINGS CORPORATI $33.05万0.02%18,534 00.0% — 不变
FTS FORTIS INC $33.19万0.02%5,800 -5,800-50.0% -$33.19万 减仓
ALV AUTOLIV INC $33.69万0.02%2,900 2,900— $33.69万 新建仓
NVCR NOVOCURE LTD $33.71万0.02%22,252 00.0% — 不变
MNTN MNTN INC $33.90万0.02%36,848 00.0% — 不变