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 |
|---|---|---|---|---|---|---|---|---|
| PBF | PBF ENERGY INC | $288.75万 | 0.04% | 63,433 | 30,117 | 90.4% | $137.09万 | 加仓 |
| NTST | NETSTREIT CORP | $289.97万 | 0.04% | 137,230 | -44,750 | -24.6% | -$94.56万 | 减仓 |
| OGS | ONE GAS INC | $290.05万 | 0.04% | 37,634 | 25,690 | 215.1% | $197.99万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $290.08万 | 0.04% | 59,725 | 55,546 | 1,329.2% | $269.79万 | 加仓 |
| FNV | FRANCO NEV CORP | $290.67万 | 0.04% | 13,945 | 13,945 | — | $290.67万 | 新建仓 |
| QGEN | QIAGEN NV | $291.56万 | 0.04% | 74,567 | 38,658 | 107.7% | $151.15万 | 加仓 |
| GFI | GOLD FIELDS LTD | $293.76万 | 0.04% | 87,455 | 29,555 | 51.0% | $99.28万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $294.65万 | 0.04% | 32,308 | 26,739 | 480.1% | $243.86万 | 加仓 |
| NET | CLOUDFLARE INC | $294.70万 | 0.04% | 12,015 | -73,310 | -85.9% | -$1,798.15万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $295.82万 | 0.04% | 111,002 | -41,593 | -27.3% | -$110.85万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $296.14万 | 0.04% | 36,943 | 31,416 | 568.4% | $251.83万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $297.47万 | 0.04% | 36,495 | -8,361 | -18.6% | -$68.15万 | 减仓 |
| JBS | JBS N.V. | $298.99万 | 0.04% | 252,312 | -117,055 | -31.7% | -$138.71万 | 减仓 |
| SYNA | SYNAPTICS INC | $299.12万 | 0.04% | 24,078 | 9,553 | 65.8% | $118.68万 | 加仓 |
| ZG | ZILLOW GROUP INC | $301.02万 | 0.04% | 95,959 | 89,059 | 1,290.7% | $279.38万 | 加仓 |
| AEE | AMEREN CORP | $302.30万 | 0.04% | 26,743 | -19,887 | -42.6% | -$224.80万 | 减仓 |
| — | TOPBUILD COR | $303.44万 | 0.04% | 8,559 | -12,301 | -59.0% | -$436.11万 | 减仓 |
| ABCB | AMERIS BANCORP | $304.13万 | 0.04% | 33,695 | 28,303 | 524.9% | $255.46万 | 重新持有 |
| NTAP | NETAPP INC | $304.66万 | 0.04% | 19,686 | 12,650 | 179.8% | $195.77万 | 加仓 |
| MUR | MURPHY OIL CORP | $305.73万 | 0.04% | 93,896 | 87,826 | 1,446.9% | $285.96万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $309.45万 | 0.04% | 18,361 | 7,163 | 64.0% | $120.72万 | 加仓 |
| KKR | KKR & CO INC | $309.86万 | 0.04% | 33,761 | 33,761 | — | $309.86万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $309.88万 | 0.04% | 118,319 | 118,319 | — | $309.88万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $310.09万 | 0.04% | 175,888 | 89,928 | 104.6% | $158.54万 | 加仓 |
| AES | AES CORP | $310.26万 | 0.04% | 211,639 | -413,091 | -66.1% | -$605.59万 | 减仓 |
| ROKU | ROKU INC | $310.35万 | 0.04% | 22,466 | -81,900 | -78.5% | -$1,131.37万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $310.63万 | 0.04% | 59,078 | -7,562 | -11.3% | -$39.76万 | 减仓 |
| LASR | NLIGHT INC | $310.85万 | 0.04% | 44,650 | -33,593 | -42.9% | -$233.87万 | 减仓 |
| GPRE | GREEN PLAINS INC | $311.89万 | 0.04% | 202,790 | -14,304 | -6.6% | -$22.00万 | 减仓 |
| CALX | CALIX INC | $312.00万 | 0.04% | 83,602 | -45,939 | -35.5% | -$171.44万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $312.04万 | 0.04% | 46,112 | 37,011 | 406.7% | $250.45万 | 加仓 |
| HUN | HUNTSMAN CORP | $312.37万 | 0.04% | 294,134 | -85,953 | -22.6% | -$91.28万 | 减仓 |
| CLS | CELESTICA INC | $312.88万 | 0.04% | 8,577 | -763 | -8.2% | -$27.83万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $313.85万 | 0.04% | 41,155 | -22,851 | -35.7% | -$174.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $314.23万 | 0.04% | 3,107 | -34,645 | -91.8% | -$3,503.89万 | 减仓 |
| DX | DYNEX CAP INC | $315.39万 | 0.04% | 240,574 | 26,038 | 12.1% | $34.14万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $316.35万 | 0.04% | 28,165 | -28,989 | -50.7% | -$325.60万 | 减仓 |
| EZPW | EZCORP INC | $318.03万 | 0.04% | 91,996 | -14,858 | -13.9% | -$51.36万 | 减仓 |
| RH | RH | $318.54万 | 0.04% | 19,337 | 7,531 | 63.8% | $124.06万 | 加仓 |
| MDLN | MEDLINE INC | $319.40万 | 0.04% | 80,983 | 80,983 | — | $319.40万 | 新建仓 |
| IREN | IREN LIMITED | $319.57万 | 0.04% | 69,883 | -57,025 | -44.9% | -$260.78万 | 减仓 |
| ASAN | ASANA INC | $319.74万 | 0.04% | 456,777 | -587,954 | -56.3% | -$411.57万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $320.84万 | 0.04% | 127,016 | -261,353 | -67.3% | -$660.18万 | 减仓 |
| WK | WORKIVA INC | $321.15万 | 0.04% | 66,202 | 6,357 | 10.6% | $30.84万 | 加仓 |
| GDDY | GODADDY INC | $322.02万 | 0.04% | 37,938 | -171,321 | -81.9% | -$1,454.17万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $324.15万 | 0.04% | 10,458 | -33,763 | -76.4% | -$1,046.48万 | 减仓 |
| XPO | XPO INC | $325.16万 | 0.04% | 15,839 | 11,096 | 233.9% | $227.79万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $325.33万 | 0.04% | 42,582 | 19,953 | 88.2% | $152.44万 | 加仓 |
| KEX | KIRBY CORP | $325.39万 | 0.04% | 23,931 | 19,348 | 422.2% | $263.07万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $327.29万 | 0.04% | 37,955 | -110,606 | -74.5% | -$953.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $330.88万 | 0.04% | 28,360 | -6,446 | -18.5% | -$75.21万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $331.16万 | 0.04% | 103,486 | 77,174 | 293.3% | $246.96万 | 加仓 |
| V | VISA INC | $331.60万 | 0.04% | 9,665 | -108,877 | -91.8% | -$3,735.46万 | 减仓 |
| VIRT | VIRTU FINL INC | $332.42万 | 0.04% | 55,803 | -62,210 | -52.7% | -$370.59万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $333.30万 | 0.04% | 32,397 | 32,397 | — | $333.30万 | 新建仓 |
| FRO | FRONTLINE PLC | $334.21万 | 0.04% | 96,064 | -80,393 | -45.6% | -$279.69万 | 减仓 |
| BCS | BARCLAYS PLC | $334.72万 | 0.04% | 124,618 | -26,118 | -17.3% | -$70.15万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $334.97万 | 0.04% | 27,136 | 27,136 | — | $334.97万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $335.06万 | 0.04% | 38,624 | 4,683 | 13.8% | $40.63万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $335.08万 | 0.04% | 44,118 | 25,142 | 132.5% | $190.95万 | 加仓 |
| NEM | NEWMONT CORP | $335.40万 | 0.04% | 35,910 | 12,431 | 52.9% | $116.11万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $335.44万 | 0.04% | 19,746 | -3,327 | -14.4% | -$56.52万 | 减仓 |
| BIL | SPDR SERIES TRUST | $335.94万 | 0.04% | 36,659 | 23,460 | 177.7% | $214.99万 | 重新持有 |
| PLMR | PALOMAR HLDGS INC | $336.61万 | 0.04% | 26,633 | -4,120 | -13.4% | -$52.07万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $339.82万 | 0.04% | 110,656 | 110,656 | — | $339.82万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $340.01万 | 0.04% | 6,674 | -21,581 | -76.4% | -$1,099.47万 | 减仓 |
| SEIC | SEI INVTS CO | $340.63万 | 0.04% | 38,836 | -5,197 | -11.8% | -$45.58万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $341.57万 | 0.04% | 38,474 | 38,474 | — | $341.57万 | 新建仓 |
| PODD | INSULET CORP | $341.73万 | 0.04% | 22,445 | 2,025 | 9.9% | $30.83万 | 加仓 |
| BRKR | BRUKER CORP | $341.97万 | 0.04% | 56,825 | 33,329 | 141.8% | $200.57万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $342.09万 | 0.04% | 87,806 | 77,020 | 714.1% | $300.07万 | 加仓 |
| LKQ | LKQ CORP | $343.82万 | 0.04% | 130,581 | 130,581 | — | $343.82万 | 新建仓 |
| WT | WISDOMTREE INC | $344.14万 | 0.04% | 203,153 | -4,572 | -2.2% | -$7.74万 | 减仓 |
| COKE | COCA COLA CONS INC | $346.31万 | 0.04% | 18,139 | -1,030 | -5.4% | -$19.66万 | 减仓 |
| ROST | ROSS STORES INC | $347.29万 | 0.05% | 16,316 | -29,556 | -64.4% | -$629.10万 | 减仓 |
| MEOH | METHANEX CORP | $347.90万 | 0.05% | 75,384 | 62,449 | 482.8% | $288.20万 | 加仓 |
| NICE | NICE LTD | $348.44万 | 0.05% | 38,353 | 28,571 | 292.1% | $259.57万 | 加仓 |
| L | LOEWS CORP | $350.01万 | 0.05% | 30,917 | -36,972 | -54.5% | -$418.56万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $350.15万 | 0.05% | 32,666 | 28,516 | 687.1% | $305.66万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $350.46万 | 0.05% | 10,011 | -15,893 | -61.4% | -$556.37万 | 减仓 |
| FOX | FOX CORP | $351.38万 | 0.05% | 75,018 | 69,490 | 1,257.1% | $325.49万 | 加仓 |
| VVX | V2X INC | $352.03万 | 0.05% | 47,214 | 28,102 | 147.0% | $209.53万 | 加仓 |
| KMX | CARMAX INC | $353.13万 | 0.05% | 66,766 | -75,448 | -53.1% | -$399.04万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $354.09万 | 0.05% | 86,637 | -41,851 | -32.6% | -$171.05万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $354.26万 | 0.05% | 85,654 | 66,138 | 338.9% | $273.55万 | 加仓 |
| DDS | DILLARDS INC | $354.62万 | 0.05% | 6,711 | -3,857 | -36.5% | -$203.81万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $355.44万 | 0.05% | 50,791 | 45,344 | 832.5% | $317.32万 | 加仓 |
| BCO | BRINKS CO | $355.93万 | 0.05% | 37,669 | 12,457 | 49.4% | $117.71万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $356.42万 | 0.05% | 156,669 | 31,650 | 25.3% | $72.00万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $356.97万 | 0.05% | 55,028 | 786 | 1.4% | $5.10万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $358.23万 | 0.05% | 116,421 | 69,377 | 147.5% | $213.47万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $359.80万 | 0.05% | 43,771 | 25,446 | 138.9% | $209.17万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $361.39万 | 0.05% | 46,172 | 2,889 | 6.7% | $22.61万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $361.82万 | 0.05% | 30,418 | -18,851 | -38.3% | -$224.23万 | 减仓 |
| CRWV | COREWEAVE INC | $364.02万 | 0.05% | 36,570 | 10,981 | 42.9% | $109.30万 | 加仓 |
| RIG | TRANSOCEAN LTD | $366.95万 | 0.05% | 750,415 | -360,946 | -32.5% | -$176.50万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $367.05万 | 0.05% | 115,680 | 42,070 | 57.2% | $133.49万 | 重新持有 |
| DK | DELEK US HLDGS INC NEW | $367.94万 | 0.05% | 72,415 | -235,065 | -76.4% | -$1,194.37万 | 减仓 |
| NEU | NEWMARKET CORP | $369.35万 | 0.05% | 4,668 | -1,634 | -25.9% | -$129.29万 | 减仓 |
| IFS | INTERCORP FINL SVCS INC | $370.18万 | 0.05% | 64,990 | 5,206 | 8.7% | $29.65万 | 加仓 |