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
FIVE FIVE BELOW INC $00.00%0 -44,832-100.0% -$1,024.32万 清仓
NU NU HLDGS LTD $00.00%0 -675,000-100.0% -$969.98万 清仓
SEDG SOLAREDGE TECHNOLOGIES INC $00.00%0 -172,791-100.0% -$882.10万 清仓
FSLY FASTLY INC $00.00%0 -290,072-100.0% -$842.95万 清仓
BALL BALL CORP $00.00%0 -129,715-100.0% -$766.75万 清仓
ADI ANALOG DEVICES INC $00.00%0 -22,000-100.0% -$699.91万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -54,965-100.0% -$674.86万 清仓
RSI RUSH STREET INTERACTIVE INC $00.00%0 -272,933-100.0% -$593.63万 清仓
FIX COMFORT SYS USA INC $00.00%0 -3,818-100.0% -$526.50万 清仓
ZETA ZETA GLOBAL HOLDINGS CORP $00.00%0 -307,200-100.0% -$489.06万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 -19,219-100.0% -$481.59万 清仓
TXN TEXAS INSTRS INC $00.00%0 -23,000-100.0% -$446.52万 清仓
ARWR ARROWHEAD PHARMACEUTICALS IN $00.00%0 -70,048-100.0% -$439.20万 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -56,235-100.0% -$438.80万 清仓
FROG JFROG LTD $00.00%0 -90,010-100.0% -$422.42万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -9,700-100.0% -$420.95万 清仓
HD HOME DEPOT INC $00.00%0 -12,200-100.0% -$401.25万 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 -19,812-100.0% -$392.85万 清仓
CTAS CINTAS CORP $00.00%0 -22,801-100.0% -$385.66万 清仓
NBIX NEUROCRINE BIOSCIENCES INC $00.00%0 -28,781-100.0% -$379.16万 清仓
ALGT ALLEGIANT TRAVEL CO $00.00%0 -45,369-100.0% -$367.67万 清仓
ESE ESCO TECHNOLOGIES INC $00.00%0 -12,074-100.0% -$339.73万 清仓
DYN DYNE THERAPEUTICS INC $00.00%0 -182,986-100.0% -$331.75万 清仓
CRL CHARLES RIV LABS INTL INC $00.00%0 -19,100-100.0% -$329.48万 清仓
RKT ROCKET COS INC $00.00%0 -227,420-100.0% -$324.07万 清仓
NRG NRG ENERGY INC $00.00%0 -20,900-100.0% -$305.43万 清仓
— KENNEDY-WILSON HOLDINGS INC $00.00%0 -274,803-100.0% -$297.34万 清仓
CW CURTISS WRIGHT CORP $00.00%0 -4,239-100.0% -$288.73万 清仓
DDOG DATADOG INC $00.00%0 -22,812-100.0% -$269.30万 清仓
GLW CORNING INC $00.00%0 -19,600-100.0% -$266.50万 清仓
SAIC SCIENCE APPLICATIONS INTL CO $00.00%0 -27,800-100.0% -$263.88万 清仓
LRCX LAM RESEARCH CORP $00.00%0 -12,300-100.0% -$262.80万 清仓
ATMU ATMUS FILTRATION TECHNOLOGIE $00.00%0 -45,616-100.0% -$258.96万 清仓
UPST UPSTART HLDGS INC $00.00%0 -100,041-100.0% -$256.61万 清仓
RAMP LIVERAMP HLDGS INC $00.00%0 -96,628-100.0% -$256.26万 清仓
PUMP PROPETRO HLDG CORP $00.00%0 -175,924-100.0% -$253.51万 清仓
— THOMSON REUTERS CORP $00.00%0 -26,600-100.0% -$239.35万 清仓
AS AMER SPORTS INC $00.00%0 -71,983-100.0% -$236.97万 清仓
RYTM RHYTHM PHARMACEUTICALS INC $00.00%0 -27,232-100.0% -$236.84万 清仓
PGY PAGAYA TECHNOLOGIES LTD $00.00%0 -203,044-100.0% -$236.55万 清仓
MXL MAXLINEAR INC $00.00%0 -135,987-100.0% -$236.48万 清仓
NOG NORTHERN OIL & GAS INC $00.00%0 -78,944-100.0% -$230.75万 清仓
TTEK TETRA TECH INC NEW $00.00%0 -75,758-100.0% -$228.18万 清仓
AMRX AMNEAL PHARMACEUTICALS INC $00.00%0 -180,628-100.0% -$224.52万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -53,951-100.0% -$217.04万 清仓
NVMI NOVA LTD $00.00%0 -4,808-100.0% -$208.80万 清仓
TRU TRANSUNION $00.00%0 -28,855-100.0% -$199.65万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -2,000-100.0% -$199.29万 清仓
IMAX IMAX CORP $00.00%0 -51,594-100.0% -$196.11万 清仓
PAGS PAGSEGURO DIGITAL LTD $00.00%0 -191,487-100.0% -$191.87万 清仓
RVLV REVOLVE GROUP INC $00.00%0 -84,418-100.0% -$190.87万 清仓
ITRI ITRON INC $00.00%0 -20,953-100.0% -$187.80万 清仓
MFC MANULIFE FINL CORP $00.00%0 -53,488-100.0% -$184.21万 清仓
BTU PEABODY ENGR CORP $00.00%0 -53,503-100.0% -$176.29万 清仓
TVTX TRAVERE THERAPEUTICS INC $00.00%0 -58,957-100.0% -$175.16万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -35,444-100.0% -$172.90万 清仓
IOT SAMSARA INC $00.00%0 -54,359-100.0% -$172.26万 清仓
PATK PATRICK INDS INC $00.00%0 -15,251-100.0% -$169.39万 清仓
NG NOVAGOLD RESOURCES INC $00.00%0 -187,960-100.0% -$168.79万 清仓
SYK STRYKER CORPORATION $00.00%0 -5,100-100.0% -$167.58万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -22,551-100.0% -$160.52万 清仓
AM ANTERO MIDSTREAM CORP $00.00%0 -69,790-100.0% -$159.12万 清仓
MDB MONGODB INC $00.00%0 -6,500-100.0% -$159.10万 清仓
ABM ABM INDS INC $00.00%0 -39,427-100.0% -$151.87万 清仓
HUBG HUB GROUP INC $00.00%0 -39,580-100.0% -$142.65万 清仓
LPX LOUISIANA PAC CORP $00.00%0 -19,515-100.0% -$141.97万 清仓
SMG SCOTTS MIRACLE-GRO CO $00.00%0 -23,220-100.0% -$141.20万 清仓
YETI YETI HLDGS INC $00.00%0 -38,381-100.0% -$140.44万 清仓
BOOT BOOT BARN HLDGS INC $00.00%0 -9,572-100.0% -$140.10万 清仓
CMI CUMMINS INC $00.00%0 -2,600-100.0% -$139.89万 清仓
BTG B2GOLD CORP $00.00%0 -296,100-100.0% -$134.13万 清仓
PACS PACS GROUP INC $00.00%0 -41,705-100.0% -$133.96万 清仓
GIL GILDAN ACTIVEWEAR INC $00.00%0 -23,640-100.0% -$131.56万 清仓
D DOMINION ENERGY INC $00.00%0 -19,622-100.0% -$121.30万 清仓
— AMICUS THERAPEUTIC $00.00%0 -75,318-100.0% -$108.91万 清仓
CVNA CARVANA CO $00.00%0 -17,135-100.0% -$107.74万 清仓
QGEN QIAGEN NV $00.00%0 -26,448-100.0% -$105.90万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -23,600-100.0% -$104.90万 清仓
ALAB ASTERA LABS INC $00.00%0 -9,559-100.0% -$104.77万 清仓
DTM DT MIDSTREAM INC $00.00%0 -7,746-100.0% -$104.32万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -6,700-100.0% -$104.20万 清仓
IHS IHS HOLDING LIMITED $00.00%0 -126,460-100.0% -$104.08万 清仓
SGHC SUPER GROUP SGHC LIMITED $00.00%0 -93,749-100.0% -$101.25万 清仓
INTR INTER & CO INC $00.00%0 -126,562-100.0% -$100.74万 清仓
ANAB ANAPTYSBIO INC $00.00%0 -17,595-100.0% -$97.58万 清仓
OVV OVINTIV INC $00.00%0 -14,075-100.0% -$83.55万 清仓
RL RALPH LAUREN CORP $00.00%0 -2,357-100.0% -$81.08万 清仓
HOV HOVNANIAN ENTERPRISES INC $00.00%0 -7,236-100.0% -$80.25万 清仓
IMO IMPERIAL OIL LTD $00.00%0 -6,019-100.0% -$78.74万 清仓
CGON CG ONCOLOGY INC $00.00%0 -11,182-100.0% -$75.68万 清仓
CAAP CORPORACION AMER ARPTS S A $00.00%0 -27,614-100.0% -$69.84万 清仓
— SEABRIDGE GOLD INC $00.00%0 -23,839-100.0% -$67.56万 清仓
RHLD RESOLUTE HLDGS MGMT INC $00.00%0 -4,145-100.0% -$67.27万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -42,296-100.0% -$67.17万 清仓
TMUS T-MOBILE US INC $00.00%0 -3,000-100.0% -$63.01万 清仓
WRBY WARBY PARKER INC $00.00%0 -29,132-100.0% -$61.38万 清仓
ARLO ARLO TECHNOLOGIES INC $00.00%0 -42,895-100.0% -$61.04万 清仓
AVT AVNET INC $00.00%0 -9,900-100.0% -$61.00万 清仓
EVR EVERCORE INC $00.00%0 -2,000-100.0% -$59.70万 清仓
BLK BLACKROCK INC $00.00%0 -600-100.0% -$57.70万 清仓