13F 机构持仓

Engineers Gate Manager LP

NEW YORK NY · SEC CIK 0001620220

2026Q22026Q1 更早 9 个季度 🔒
$80.00亿2026Q1 申报市值
2,137持仓数
9.1%前十大占比 · 第一大 1.3%
360 / 333新建仓 / 清仓
申报市值走势$77.11亿2026Q2
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

TMUS 1.3%
GM 1.0%
BKH 0.9%
MSFT 0.9%
MA 0.9%
PH 0.9%
PECO 0.8%
SBAC 0.8%
ARMK 0.8%
ITT 0.8%

2026Q1 买入最多 按季末市值估算

TMUS 加仓+$9,429.36万
MSFT 加仓+$6,935.88万
MA 加仓+$5,741.19万
ARMK 加仓+$5,707.76万
BP 加仓+$4,575.00万

2026Q1 卖出最多 按季末市值估算

QQQ 清仓-$2.46亿
INVH 减仓-$9,442.45万
PG 减仓-$7,317.94万
EQIX 减仓-$7,199.67万
SPY 减仓-$6,669.89万

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
FLEX FLEXTRONICS INTL LTD $226.95万0.03%34,670 -17,952-34.1% -$117.51万 减仓
NBIS NEBIUS GROUP N.V. $227.12万0.03%21,889 -2,824-11.4% -$29.30万 减仓
FSM FORTUNA MNG CORP $227.54万0.03%229,149 143,969169.0% $142.96万 加仓
HIG HARTFORD INSURANCE GROUP INC $228.38万0.03%16,888 11,788231.1% $159.41万 加仓
CX CEMEX SA EURO MTN BE 144A $229.74万0.03%200,824 18,41110.1% $21.06万 加仓
LINC LINCOLN EDL SVCS CORP $229.98万0.03%56,533 37,329194.4% $151.85万 加仓
DELL DELL TECHNOLOGIES INC $231.74万0.03%14,119 -9,772-40.9% -$160.39万 减仓
TFPM TRIPLE FLAG PRECIOUS METAL $232.11万0.03%66,870 42,842178.3% $148.70万 加仓
LAZ LAZARD INC $232.21万0.03%54,663 54,663— $232.21万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $233.33万0.03%503,948 246,33895.6% $114.05万 加仓
HTHT H WORLD GROUP LTD $233.81万0.03%46,493 33,678262.8% $169.37万 重新持有
AGNC AGNC INVT CORP $234.23万0.03%233,531 75,49447.8% $75.72万 重新持有
— ACV AUCTIONS INC $235.93万0.03%556,450 388,709231.7% $164.81万 重新持有
DUK DUKE ENERGY CORP NEW $236.15万0.03%18,035 14,643431.7% $191.74万 重新持有
ASTE ASTEC INDS INC $236.42万0.03%43,911 28,536185.6% $153.64万 加仓
COR CENCORA INC $237.84万0.03%7,571 -25,402-77.0% -$797.98万 减仓
NVCR NOVOCURE LTD $237.95万0.03%218,300 -73,032-25.1% -$79.60万 减仓
SNPS SYNOPSYS INC $237.97万0.03%6,002 6,002— $237.97万 新建仓
MORN MORNINGSTAR INC $239.58万0.03%14,172 -64,007-81.9% -$1,082.04万 减仓
BZ KANZHUN LIMITED $239.69万0.03%179,008 154,345625.8% $206.67万 加仓
SEDG SOLAREDGE TECHNOLOGIES INC $240.70万0.03%47,150 -95,026-66.8% -$485.11万 减仓
TDC TERADATA CORP DEL $241.00万0.03%94,032 59,048168.8% $151.34万 加仓
WEN WENDYS CO $241.67万0.03%347,732 273,337367.4% $189.97万 重新持有
HD HOME DEPOT INC $241.83万0.03%7,353 -16,071-68.6% -$528.56万 重新持有
SITM SITIME CORP $244.23万0.03%7,072 5,608383.1% $193.67万 加仓
AAOI APPLIED OPTOELECTRONICS INC $244.39万0.03%28,891 28,891— $244.39万 新建仓
ATMU ATMUS FILTRATION TECHNOLOGIE $244.46万0.03%43,061 -8,949-17.2% -$50.80万 减仓
IIPR INNOVATIVE INDL PPTYS INC $245.28万0.03%48,900 -546-1.1% -$2.74万 减仓
KMPR KEMPER CORP $245.44万0.03%80,313 -72,313-47.4% -$220.99万 减仓
PGNY PROGYNY INC $245.53万0.03%144,601 128,789814.5% $218.68万 加仓
SPSC SPS COMM INC $246.07万0.03%44,201 8,08922.4% $45.03万 重新持有
ONDS ONDAS INC $246.60万0.03%272,790 16,9216.6% $15.30万 重新持有
LTM LATAM AIRLINES GROUP SA $246.82万0.03%49,923 12,74834.3% $63.03万 加仓
SFBS SERVISFIRST BANCSHARES INC $247.19万0.03%33,941 26,309344.7% $191.61万 加仓
Q QNITY ELECTRONICS INC $247.70万0.03%21,468 -54,271-71.7% -$626.18万 减仓
RSI RUSH STREET INTERACTIVE INC $247.72万0.03%113,895 1,2501.1% $2.72万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $248.08万0.03%77,502 9071.2% $2.90万 重新持有
ETSY ETSY INC $248.20万0.03%49,660 2,1614.5% $10.80万 加仓
CIEN CIENA CORP $248.39万0.03%6,398 -5,134-44.5% -$199.32万 减仓
GRBK GREEN BRICK PARTNERS INC $249.24万0.03%38,672 6,34019.6% $40.86万 加仓
GNTX GENTEX CORP $249.51万0.03%114,192 61,138115.2% $133.59万 加仓
MOS MOSAIC CO $250.24万0.03%98,132 -99,587-50.4% -$253.95万 减仓
CRH CRH PLC $250.28万0.03%23,809 -60,344-71.7% -$634.34万 减仓
HELE HELEN OF TROY LTD $250.91万0.03%174,000 114,546192.7% $165.18万 加仓
IDT IDT CORP $251.28万0.03%51,177 34,834213.1% $171.03万 加仓
WH WYNDHAM HOTELS & RESORTS INC $252.45万0.03%31,079 31,079— $252.45万 新建仓
BALL BALL CORP $253.60万0.03%42,903 21,37799.3% $126.36万 加仓
LAUR LAUREATE ED INC $253.77万0.03%72,838 -34,047-31.9% -$118.62万 减仓
NEM NEWMONT CORP $254.16万0.03%23,479 -50,631-68.3% -$548.08万 减仓
SLM SLM CORP $255.61万0.03%119,390 14,88014.2% $31.86万 加仓
ISRG INTUITIVE SURGICAL INC $257.65万0.03%5,589 -224-3.9% -$10.33万 减仓
TEN TSAKOS ENERGY NAVIGATION LTD $257.81万0.03%65,334 65,334— $257.81万 新建仓
D DOMINION ENERGY INC $257.91万0.03%41,719 36,770743.0% $227.31万 重新持有
ONTO ONTO INNOVATION INC $258.43万0.03%12,602 10,334455.6% $211.92万 加仓
BGC BGC GROUP INC $259.10万0.03%264,927 -171,628-39.3% -$167.85万 减仓
RAL RALLIANT CORP $259.22万0.03%62,327 62,327— $259.22万 新建仓
INFY INFOSYS LTD $259.58万0.03%192,141 175,7621,073.1% $237.45万 加仓
UGI UGI CORP NEW $260.24万0.03%71,456 9,83416.0% $35.82万 加仓
IVR INVESCO MORTGAGE CAPITAL INC $260.58万0.03%322,498 267,752489.1% $216.34万 加仓
BCO BRINKS CO $261.27万0.03%25,212 -24,050-48.8% -$249.23万 减仓
WU WESTERN UN CO $261.44万0.03%299,472 121,89968.6% $106.42万 加仓
AMH AMERICAN HOMES 4 RENT $262.30万0.03%93,946 -1,074,232-92.0% -$2,999.26万 减仓
CRWD CROWDSTRIKE HLDGS INC $262.32万0.03%6,719 2,93977.8% $114.74万 加仓
LAMR LAMAR ADVERTISING CO $262.71万0.03%20,741 10,821109.1% $137.06万 加仓
GFI GOLD FIELDS LTD $262.87万0.03%57,900 2,2074.0% $10.02万 加仓
CLS CELESTICA INC $263.09万0.03%9,340 7,413384.7% $208.81万 加仓
AGRO ADECOAGRO S A $264.31万0.03%175,969 82,45688.2% $123.85万 加仓
AMD ADVANCED MICRO DEVICES INC $268.51万0.03%13,199 -47,520-78.3% -$966.70万 减仓
DLX DELUXE CORP MEDIUM TERM NTS $269.61万0.03%97,898 49,675103.0% $136.80万 加仓
HEI HEICO CORP NEW $270.47万0.03%9,864 9,0841,164.6% $249.08万 加仓
EZPW EZCORP INC $271.20万0.03%106,854 3060.3% $7,766 加仓
MWA MUELLER WTR PRODS INC $272.24万0.03%99,031 -26,557-21.1% -$73.01万 减仓
EL LAUDER ESTEE COS INC $272.30万0.03%37,940 6,88422.2% $49.41万 加仓
MD PEDIATRIX MEDICAL GROUP INC $272.52万0.03%127,404 2,2831.8% $4.88万 加仓
RACE FERRARI N V $272.69万0.03%8,162 -15,831-66.0% -$528.91万 减仓
DX DYNEX CAP INC $273.75万0.03%214,536 63,15941.7% $80.59万 加仓
MCB METROPOLITAN BK HLDG CORP $273.80万0.03%32,873 25,869369.3% $215.46万 加仓
WTRG ESSENTIAL UTILS INC $273.90万0.03%68,016 13,37124.5% $53.85万 重新持有
RPRX ROYALTY PHARMA PLC $274.50万0.03%57,223 -60,013-51.2% -$287.88万 减仓
CWH CAMPING WORLD HLDGS INC $274.53万0.03%401,946 50,51314.4% $34.50万 加仓
GPK GRAPHIC PACKAGING HLDG CO $274.64万0.03%276,301 141,785105.4% $140.93万 加仓
ADTN ADTRAN HOLDINGS INC $274.89万0.03%218,511 65,06342.4% $81.85万 加仓
OWL BLUE OWL CAPITAL INC $275.22万0.03%301,447 138,16984.6% $126.15万 加仓
MFA MFA FINL INC $275.30万0.03%287,371 228,595388.9% $218.99万 加仓
VITL VITAL FARMS INC $275.90万0.03%195,397 183,7261,574.2% $259.42万 加仓
FLNG FLEX LNG LTD $275.96万0.03%92,883 44,75993.0% $132.98万 加仓
AXSM AXSOME THERAPEUTICS INC. $276.92万0.03%16,384 -9,671-37.1% -$163.46万 减仓
OI O-I GLASS INC $276.98万0.03%263,539 146,155124.5% $153.61万 加仓
ICHR ICHOR HOLDINGS $278.06万0.03%59,656 19,89250.0% $92.72万 加仓
GVA GRANITE CONSTR INC $278.34万0.03%23,218 -12,678-35.3% -$151.98万 减仓
BOX BOX INC $278.35万0.03%117,746 22,89724.1% $54.13万 加仓
— AMICUS THERAPEUTIC $278.36万0.03%192,500 113,841144.7% $164.61万 加仓
TPC TUTOR PERINI CORP $278.69万0.03%36,105 -23,223-39.1% -$179.26万 减仓
— CARNIVAL PLC $279.55万0.03%108,480 63,539141.4% $163.74万 加仓
HALO HALOZYME THERAPEUTICS INC $279.74万0.03%43,283 -47,476-52.3% -$306.84万 减仓
MSGE MADISON SQUARE GARDEN ENTMT $280.23万0.04%47,569 17,99060.8% $105.98万 加仓
AVT AVNET INC $280.40万0.04%45,504 37,873496.3% $233.37万 加仓
ON ON SEMICONDUCTOR CORP $281.17万0.04%45,409 -120,604-72.6% -$746.78万 重新持有
ARWR ARROWHEAD PHARMACEUTICALS IN $281.25万0.04%44,856 25,084126.9% $157.28万 加仓
YUM YUM BRANDS INC $282.32万0.04%18,158 8464.9% $13.15万 加仓