13F 机构持仓

Engineers Gate Manager LP

NEW YORK NY · SEC CIK 0001620220

2026Q22026Q1 更早 9 个季度 🔒
$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
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

BKH 1.4%
FWONK 1.3%
GM 1.3%
MA 1.1%
ITT 1.0%
TPR 0.9%
AMZN 0.9%
SHEL 0.8%
BA 0.8%
SGI 0.8%

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 41,270234.7% $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%211,900 106,394100.8% $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 18,10624.6% $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 20927.5% $40.82万 加仓
STLA STELLANTIS N.V $189.36万0.02%333,091 271,303439.1% $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 2,117542.8% $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 11,403569.0% $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 22,50415.0% $24.91万 加仓
IMCR IMMUNOCORE HLDGS PLC $191.54万0.02%60,327 46,435334.3% $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 4,63968.3% $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 00.0% — 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 78,332807.5% $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 7815.2% $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 00.0% — 不变
CMF ISHARES TR $195.90万0.03%33,986 22,170187.6% $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 56,67595.4% $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 4,204378.1% $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 996135.0% $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%131,709 111,749559.9% $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 24,99286.4% $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 5,72832.5% $49.51万 重新持有
KALU KAISER ALUMINIUM CORPORATION $202.14万0.03%10,333 2,59333.5% $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 21,164551.0% $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 60,883742.5% $181.74万 加仓
OFG OFG BANCORP $206.51万0.03%42,084 15,90260.7% $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 1,0695.2% $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 16,60775.5% $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 82414.1% $25.92万 加仓
NVTS NAVITAS SEMICONDUCTOR CORP $210.19万0.03%117,293 75,478180.5% $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 14,34834.8% $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 79,382147.3% $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 10,55061.2% $80.95万 重新持有
DRH DIAMONDROCK HOSPITALITY CO $213.97万0.03%175,670 97,070123.5% $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 36,282690.7% $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 12,28084.7% $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 10,3857.4% $15.09万 加仓
GBX GREENBRIER COS INC $219.22万0.03%44,730 27,321156.9% $133.90万 加仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $219.59万0.03%196,942 50,21634.2% $55.99万 加仓
BAND BANDWIDTH INC $221.82万0.03%35,043 20,329138.2% $128.68万 重新持有
ESNT ESSENT GROUP LTD $222.29万0.03%34,582 28,022427.2% $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 4,43515.3% $29.87万 加仓
FLR FLUOR CORP $225.96万0.03%43,131 14,33149.8% $75.08万 加仓
CRI CARTERS INC $225.98万0.03%54,904 54,904— $225.98万 新建仓