Engineers Gate Manager LP
NEW YORK NY · SEC CIK 0001620220
$77.11亿2026Q2 申报市值
2,192持仓数
10.3%前十大占比 · 第一大 1.4%
392 / 537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
FWONK 加仓+$8,978.90万
AMZN 加仓+$6,095.24万
TPR 加仓+$5,864.39万
MUSA 加仓+$5,526.65万
DECK 加仓+$5,327.39万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1.04亿
TMUS 减仓-$7,385.94万
ARMK 减仓-$7,219.64万
MSFT 减仓-$7,124.01万
SBAC 减仓-$6,545.29万
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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $186.05万 | 0.02% | 58,857 | 41,270 | 234.7% | $130.45万 | 加仓 |
| HLN | HALEON PLC | $186.92万 | 0.02% | 200,344 | 200,344 | — | $186.92万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $187.53万 | 0.02% | 211,900 | 106,394 | 100.8% | $94.16万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $187.67万 | 0.02% | 19,020 | -7,374 | -27.9% | -$72.76万 | 减仓 |
| CC | CHEMOURS CO | $188.07万 | 0.02% | 91,650 | 18,106 | 24.6% | $37.15万 | 加仓 |
| SOLV | SOLVENTUM CORP | $188.11万 | 0.02% | 24,383 | 24,383 | — | $188.11万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $188.51万 | 0.02% | 7,309 | -55,081 | -88.3% | -$1,420.59万 | 减仓 |
| ADNT | ADIENT PLC | $188.86万 | 0.02% | 102,755 | -129,283 | -55.7% | -$237.62万 | 减仓 |
| MKL | MARKEL GROUP INC | $189.25万 | 0.02% | 969 | 209 | 27.5% | $40.82万 | 加仓 |
| STLA | STELLANTIS N.V | $189.36万 | 0.02% | 333,091 | 271,303 | 439.1% | $154.24万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $189.38万 | 0.02% | 69,167 | -61,019 | -46.9% | -$167.07万 | 重新持有 |
| TDC | TERADATA CORP DEL | $190.19万 | 0.02% | 54,890 | -39,142 | -41.6% | -$135.63万 | 减仓 |
| ESLT | ELBIT SYS LTD | $190.21万 | 0.02% | 2,507 | 2,117 | 542.8% | $160.62万 | 加仓 |
| PCVX | VAXCYTE INC | $190.57万 | 0.02% | 32,784 | 32,784 | — | $190.57万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $190.66万 | 0.02% | 13,407 | 11,403 | 569.0% | $162.16万 | 加仓 |
| HELE | HELEN OF TROY LTD | $191.10万 | 0.02% | 65,737 | -108,263 | -62.2% | -$314.72万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $191.51万 | 0.02% | 172,998 | 22,504 | 15.0% | $24.91万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $191.54万 | 0.02% | 60,327 | 46,435 | 334.3% | $147.43万 | 加仓 |
| TNET | TRINET GROUP INC | $191.66万 | 0.02% | 38,726 | -96,661 | -71.4% | -$478.38万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $192.85万 | 0.03% | 11,429 | 4,639 | 68.3% | $78.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $193.11万 | 0.03% | 5,177 | -190,982 | -97.4% | -$7,124.01万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $193.97万 | 0.03% | 46,493 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $194.93万 | 0.03% | 22,732 | 22,732 | — | $194.93万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $194.99万 | 0.03% | 88,032 | 78,332 | 807.5% | $173.51万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $195.33万 | 0.03% | 50,240 | -106,742 | -68.0% | -$415.01万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $195.47万 | 0.03% | 15,708 | 781 | 5.2% | $9.72万 | 加仓 |
| MKSI | MKS INC. | $195.67万 | 0.03% | 4,399 | -15,419 | -77.8% | -$685.84万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $195.85万 | 0.03% | 44,040 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $195.90万 | 0.03% | 33,986 | 22,170 | 187.6% | $127.79万 | 重新持有 |
| ENOV | ENOVIS CORPORATION | $195.99万 | 0.03% | 94,681 | -126,873 | -57.3% | -$262.63万 | 减仓 |
| MS | MORGAN STANLEY | $196.06万 | 0.03% | 9,379 | -1,019 | -9.8% | -$21.30万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $196.88万 | 0.03% | 116,087 | 56,675 | 95.4% | $96.12万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $196.94万 | 0.03% | 31,774 | -17,126 | -35.0% | -$106.15万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $197.01万 | 0.03% | 5,316 | 4,204 | 378.1% | $155.80万 | 加仓 |
| IAG | IAMGOLD CORP | $197.05万 | 0.03% | 124,403 | -47,363 | -27.6% | -$75.02万 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $197.26万 | 0.03% | 129,859 | -6,271 | -4.6% | -$9.53万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $197.37万 | 0.03% | 55,038 | -113,706 | -67.4% | -$407.75万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $197.92万 | 0.03% | 1,734 | 996 | 135.0% | $113.69万 | 加仓 |
| IHS | IHS HOLDING LIMITED | $198.10万 | 0.03% | 240,417 | -121,986 | -33.7% | -$100.52万 | 减仓 |
| GNW | GENWORTH FINL INC | $198.26万 | 0.03% | 209,356 | 209,356 | — | $198.26万 | 新建仓 |
| RPD | RAPID7 INC | $198.55万 | 0.03% | 245,128 | -113,943 | -31.7% | -$92.29万 | 减仓 |
| KVYO | KLAVIYO INC | $198.88万 | 0.03% | 131,709 | 111,749 | 559.9% | $168.74万 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $199.16万 | 0.03% | 20,166 | -12,707 | -38.7% | -$125.49万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $199.43万 | 0.03% | 10,660 | -50,970 | -82.7% | -$953.55万 | 减仓 |
| CARG | CARGURUS INC | $199.46万 | 0.03% | 58,510 | -43,408 | -42.6% | -$147.98万 | 减仓 |
| STE | STERIS PLC | $200.02万 | 0.03% | 9,499 | 9,499 | — | $200.02万 | 新建仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $200.07万 | 0.03% | 53,912 | 24,992 | 86.4% | $92.75万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $200.44万 | 0.03% | 14,985 | -16,441 | -52.3% | -$219.91万 | 减仓 |
| UI | UBIQUITI INC | $200.64万 | 0.03% | 3,757 | 3,757 | — | $200.64万 | 新建仓 |
| TE | T1 ENERGY INC | $201.14万 | 0.03% | 212,176 | -718,066 | -77.2% | -$680.73万 | 减仓 |
| EVRG | EVERGY INC | $201.84万 | 0.03% | 23,353 | 5,728 | 32.5% | $49.51万 | 重新持有 |
| KALU | KAISER ALUMINIUM CORPORATION | $202.14万 | 0.03% | 10,333 | 2,593 | 33.5% | $50.73万 | 加仓 |
| CSCO | CISCO SYS INC | $202.28万 | 0.03% | 17,221 | 17,221 | — | $202.28万 | 新建仓 |
| ATRO | ASTRONICS CORP | $203.19万 | 0.03% | 25,005 | 21,164 | 551.0% | $171.98万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $204.37万 | 0.03% | 117,456 | -115,118 | -49.5% | -$200.31万 | 减仓 |
| THG | HANOVER INS GROUP INC | $205.92万 | 0.03% | 9,617 | -45,024 | -82.4% | -$964.05万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $206.04万 | 0.03% | 83,722 | -254,496 | -75.2% | -$626.31万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $206.21万 | 0.03% | 69,083 | 60,883 | 742.5% | $181.74万 | 加仓 |
| OFG | OFG BANCORP | $206.51万 | 0.03% | 42,084 | 15,902 | 60.7% | $78.03万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $206.56万 | 0.03% | 35,345 | -11,805 | -25.0% | -$68.99万 | 减仓 |
| AEHR | AEHR TEST SYS | $206.93万 | 0.03% | 21,542 | 1,069 | 5.2% | $10.27万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $207.09万 | 0.03% | 269,650 | -23,558 | -8.0% | -$18.09万 | 减仓 |
| MMS | MAXIMUS INC | $207.46万 | 0.03% | 38,590 | 16,607 | 75.5% | $89.28万 | 重新持有 |
| IGIB | ISHARES TR | $208.09万 | 0.03% | 39,136 | 39,136 | — | $208.09万 | 新建仓 |
| FORM | FORMFACTOR INC | $209.51万 | 0.03% | 13,100 | -1,386 | -9.6% | -$22.17万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $209.68万 | 0.03% | 155,780 | 155,780 | — | $209.68万 | 新建仓 |
| HSTM | HEALTHSTREAM INC | $209.96万 | 0.03% | 77,048 | -11,710 | -13.2% | -$31.91万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $210.11万 | 0.03% | 6,679 | 824 | 14.1% | $25.92万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $210.19万 | 0.03% | 117,293 | 75,478 | 180.5% | $135.26万 | 加仓 |
| CENX | CENTURY ALUM CO | $210.44万 | 0.03% | 45,738 | -251,771 | -84.6% | -$1,158.40万 | 减仓 |
| TECH | BIO-TECHNE CORP | $210.49万 | 0.03% | 29,793 | 29,793 | — | $210.49万 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $210.90万 | 0.03% | 55,530 | 14,348 | 34.8% | $54.49万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $211.35万 | 0.03% | 42,286 | -128,002 | -75.2% | -$639.75万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $211.50万 | 0.03% | 133,272 | 79,382 | 147.3% | $125.98万 | 重新持有 |
| GTX | GARRETT MOTION INC | $212.71万 | 0.03% | 58,710 | -157,381 | -72.8% | -$570.19万 | 减仓 |
| VEEV | VEEVA SYS INC | $213.14万 | 0.03% | 12,010 | -25,599 | -68.1% | -$454.31万 | 减仓 |
| WSFS | WSFS FINL CORP | $213.32万 | 0.03% | 27,802 | 10,550 | 61.2% | $80.95万 | 重新持有 |
| DRH | DIAMONDROCK HOSPITALITY CO | $213.97万 | 0.03% | 175,670 | 97,070 | 123.5% | $118.23万 | 加仓 |
| HON | HONEYWELL INTL INC | $214.83万 | 0.03% | 9,595 | 9,595 | — | $214.83万 | 新建仓 |
| SE | SEA LTD | $215.14万 | 0.03% | 22,450 | -30,479 | -57.6% | -$292.08万 | 减仓 |
| MYRG | MYR GROUP INC | $215.57万 | 0.03% | 4,308 | -3,381 | -44.0% | -$169.19万 | 减仓 |
| DOO | BRP INC | $216.81万 | 0.03% | 35,519 | -123,713 | -77.7% | -$755.16万 | 减仓 |
| EMBJ | EMBRAER S.A. | $216.91万 | 0.03% | 33,999 | -36,191 | -51.6% | -$230.90万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $217.27万 | 0.03% | 111,590 | 111,590 | — | $217.27万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $217.52万 | 0.03% | 41,535 | 36,282 | 690.7% | $190.01万 | 加仓 |
| SPT | SPROUT SOCIAL INC | $217.91万 | 0.03% | 288,617 | -9,629 | -3.2% | -$7.27万 | 减仓 |
| PRLB | PROTO LABS INC | $218.28万 | 0.03% | 26,780 | 12,280 | 84.7% | $100.09万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $218.58万 | 0.03% | 48,444 | -47,611 | -49.6% | -$214.82万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $219.09万 | 0.03% | 150,788 | 10,385 | 7.4% | $15.09万 | 加仓 |
| GBX | GREENBRIER COS INC | $219.22万 | 0.03% | 44,730 | 27,321 | 156.9% | $133.90万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $219.59万 | 0.03% | 196,942 | 50,216 | 34.2% | $55.99万 | 加仓 |
| BAND | BANDWIDTH INC | $221.82万 | 0.03% | 35,043 | 20,329 | 138.2% | $128.68万 | 重新持有 |
| ESNT | ESSENT GROUP LTD | $222.29万 | 0.03% | 34,582 | 28,022 | 427.2% | $180.13万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $222.40万 | 0.03% | 19,808 | -39,848 | -66.8% | -$447.41万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $222.49万 | 0.03% | 27,276 | -18,878 | -40.9% | -$153.99万 | 减仓 |
| LII | LENNOX INTL INC | $224.25万 | 0.03% | 3,914 | -10,938 | -73.6% | -$626.69万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $224.45万 | 0.03% | 14,864 | 14,864 | — | $224.45万 | 新建仓 |
| DXCM | DEXCOM INC | $224.95万 | 0.03% | 33,400 | 4,435 | 15.3% | $29.87万 | 加仓 |
| FLR | FLUOR CORP | $225.96万 | 0.03% | 43,131 | 14,331 | 49.8% | $75.08万 | 加仓 |
| CRI | CARTERS INC | $225.98万 | 0.03% | 54,904 | 54,904 | — | $225.98万 | 新建仓 |