PDT Partners, LLC
New York NY · SEC CIK 0001564702
$16.89亿2026Q1 申报市值
527持仓数
10.7%前十大占比 · 第一大 1.3%
82 / 104新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MKSI 加仓+$1,533.55万
NVDA 新建仓+$1,478.91万
OLN 重新持有+$1,457.42万
DELL 加仓+$1,433.12万
DPZ 新建仓+$1,232.48万
2026Q1 卖出最多 按季末市值估算
FSLY 减仓-$1,578.95万
FIVE 减仓-$731.02万
VSAT 清仓-$710.22万
SCCO 减仓-$684.16万
CVNA 减仓-$675.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -3,300 | -100.0% | -$41.37万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -6,196 | -100.0% | -$39.29万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,948 | -100.0% | -$39.16万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -2,800 | -100.0% | -$36.54万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TASK | TASKUS INC | $0 | 0.00% | 0 | -30,067 | -100.0% | -$35.45万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -4,588 | -100.0% | -$34.56万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -8,500 | -100.0% | -$31.25万 | 清仓 |
| SMWB | SIMILARWEB LTD | $0 | 0.00% | 0 | -40,794 | -100.0% | -$30.55万 | 清仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $0 | 0.00% | 0 | -10,575 | -100.0% | -$30.18万 | 清仓 |
| PJT | PJT PARTNERS INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$28.42万 | 清仓 |
| GSM | FERROGLOBE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $0 | 0.00% | 0 | -8,260 | -100.0% | -$27.44万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -26,830 | -100.0% | -$26.64万 | 清仓 |
| DGICA | DONEGAL GROUP INC | $0 | 0.00% | 0 | -12,461 | -100.0% | -$24.90万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -5,700 | -100.0% | -$24.70万 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -6,241 | -100.0% | -$24.62万 | 清仓 |
| RLAY | RELAY THERAPEUTICS INC | $0 | 0.00% | 0 | -28,906 | -100.0% | -$24.45万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -5,100 | -100.0% | -$23.81万 | 清仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $0 | 0.00% | 0 | -5,014 | -100.0% | -$23.04万 | 清仓 |
| FIP | FTAI INFRASTRUCTURE INC | $0 | 0.00% | 0 | -49,176 | -100.0% | -$22.67万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -24,300 | -100.0% | -$22.65万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -2,709 | -100.0% | -$20.16万 | 清仓 |
| — | FB BANCORP INC | $0 | 0.00% | 0 | -13,761 | -100.0% | -$17.68万 | 清仓 |
| ACIC | AMERICAN COASTAL INS CORP | $0 | 0.00% | 0 | -13,958 | -100.0% | -$17.63万 | 清仓 |
| ERII | ENERGY RECOVERY INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$16.73万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -10,505 | -100.0% | -$16.58万 | 清仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $0 | 0.00% | 0 | -20,097 | -100.0% | -$15.07万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -14,562 | -100.0% | -$14.21万 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $0 | 0.00% | 0 | -16,168 | -100.0% | -$13.44万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | -18,376 | -100.0% | -$13.16万 | 清仓 |
| SRI | STONERIDGE INC | $0 | 0.00% | 0 | -20,194 | -100.0% | -$11.69万 | 清仓 |
| PRTA | PROTHENA CORP PLC | $0 | 0.00% | 0 | -11,334 | -100.0% | -$10.82万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -12,310 | -100.0% | -$9.21万 | 清仓 |
| LAW | CS DISCO INC | $0 | 0.00% | 0 | -11,817 | -100.0% | -$9.17万 | 清仓 |
| MEI | METHODE ELECTRS INC | $0 | 0.00% | 0 | -10,417 | -100.0% | -$6.92万 | 清仓 |
| SVCO | SILVACO GROUP INC | $0 | 0.00% | 0 | -10,252 | -100.0% | -$4.15万 | 清仓 |