Engineers Gate Manager LP
NEW YORK NY · SEC CIK 0001620220
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NU | NU HLDGS LTD | $518.37万 | 0.06% | 360,733 | -647,536 | -64.2% | -$930.51万 | 减仓 |
| VIRT | VIRTU FINL INC | $519.02万 | 0.06% | 118,013 | -58,348 | -33.1% | -$256.61万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $520.55万 | 0.07% | 36,245 | 33,508 | 1,224.3% | $481.24万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $522.05万 | 0.07% | 69,662 | 69,662 | — | $522.05万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $523.15万 | 0.07% | 52,625 | 38,852 | 282.1% | $386.23万 | 加仓 |
| CBZ | CBIZ INC | $523.65万 | 0.07% | 195,028 | 171,586 | 732.0% | $460.71万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $531.93万 | 0.07% | 45,056 | 15,940 | 54.7% | $188.19万 | 加仓 |
| VMC | VULCAN MATLS CO | $533.19万 | 0.07% | 19,581 | -198,006 | -91.0% | -$5,391.70万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $538.05万 | 0.07% | 142,491 | 59,056 | 70.8% | $223.00万 | 加仓 |
| — | MASIMO CORP | $541.13万 | 0.07% | 30,423 | -53,035 | -63.5% | -$943.33万 | 减仓 |
| FIVN | FIVE9 INC | $541.95万 | 0.07% | 357,253 | 217,492 | 155.6% | $329.94万 | 加仓 |
| MSCI | MSCI INC | $544.24万 | 0.07% | 10,097 | 6,299 | 165.9% | $339.52万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $544.94万 | 0.07% | 4,702 | 3,953 | 527.8% | $458.14万 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $548.31万 | 0.07% | 38,282 | 16,576 | 76.4% | $237.42万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $548.92万 | 0.07% | 19,838 | -72,463 | -78.5% | -$2,005.05万 | 减仓 |
| M | MACYS INC | $549.27万 | 0.07% | 303,633 | 171,114 | 129.1% | $309.55万 | 加仓 |
| WMB | WILLIAMS COS INC | $550.20万 | 0.07% | 75,597 | 15,610 | 26.0% | $113.61万 | 加仓 |
| MKC | MCCORMICK & CO INC | $550.71万 | 0.07% | 109,181 | -838,133 | -88.5% | -$4,227.54万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $551.90万 | 0.07% | 291,394 | -526,298 | -64.4% | -$996.81万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $552.94万 | 0.07% | 11,403 | -36,208 | -76.0% | -$1,755.76万 | 减仓 |
| FNB | F N B CORP | $553.12万 | 0.07% | 330,815 | 330,815 | — | $553.12万 | 新建仓 |
| W | WAYFAIR INC | $556.97万 | 0.07% | 74,055 | -100,713 | -57.6% | -$757.46万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $557.97万 | 0.07% | 90,228 | 80,405 | 818.5% | $497.22万 | 重新持有 |
| HSY | HERSHEY CO | $558.18万 | 0.07% | 26,850 | -181,451 | -87.1% | -$3,772.18万 | 减仓 |
| TPG | TPG INC | $560.54万 | 0.07% | 138,371 | 138,371 | — | $560.54万 | 新建仓 |
| NTRA | NATERA INC | $568.85万 | 0.07% | 28,444 | -29,059 | -50.5% | -$581.15万 | 减仓 |
| SHV | ISHARES TR | $570.35万 | 0.07% | 51,667 | 35,573 | 221.0% | $392.69万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $572.26万 | 0.07% | 8,143 | -30,901 | -79.1% | -$2,171.60万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $572.36万 | 0.07% | 44,082 | 9,256 | 26.6% | $120.18万 | 加仓 |
| DOCS | DOXIMITY INC | $573.12万 | 0.07% | 245,975 | 68,129 | 38.3% | $158.74万 | 加仓 |
| ILMN | ILLUMINA INC | $575.04万 | 0.07% | 46,653 | -10,316 | -18.1% | -$127.16万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $575.06万 | 0.07% | 33,821 | -19,505 | -36.6% | -$331.64万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $577.11万 | 0.07% | 21,328 | -12,744 | -37.4% | -$344.84万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $578.94万 | 0.07% | 391,972 | 259,284 | 195.4% | $382.96万 | 加仓 |
| SHOP | SHOPIFY INC | $579.67万 | 0.07% | 48,868 | 48,868 | — | $579.67万 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $581.47万 | 0.07% | 49,269 | -27,850 | -36.1% | -$328.69万 | 减仓 |
| G | GENPACT LIMITED | $585.75万 | 0.07% | 157,247 | 79,674 | 102.7% | $296.79万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $585.81万 | 0.07% | 53,695 | 47,421 | 755.8% | $517.36万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $591.19万 | 0.07% | 590,010 | 175,864 | 42.5% | $176.22万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $593.66万 | 0.07% | 12,363 | -256 | -2.0% | -$12.29万 | 减仓 |
| BLK | BLACKROCK INC | $601.07万 | 0.08% | 6,250 | 4,705 | 304.5% | $452.48万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $601.78万 | 0.08% | 180,823 | -22,704 | -11.2% | -$75.56万 | 减仓 |
| DDS | DILLARDS INC | $604.61万 | 0.08% | 10,568 | 2,883 | 37.5% | $164.94万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $606.69万 | 0.08% | 118,102 | 109,895 | 1,339.0% | $564.53万 | 重新持有 |
| BCPC | BALCHEM CORP | $607.84万 | 0.08% | 35,865 | 16,641 | 86.6% | $282.03万 | 加仓 |
| CVLT | COMMVAULT SYS INC | $609.97万 | 0.08% | 78,312 | 56,946 | 266.5% | $443.55万 | 加仓 |
| HL | HECLA MINING COMPANY | $610.47万 | 0.08% | 327,682 | 140,860 | 75.4% | $262.42万 | 加仓 |
| DUOL | DUOLINGO INC | $612.35万 | 0.08% | 62,123 | 57,343 | 1,199.6% | $565.23万 | 加仓 |
| ALB | ALBEMARLE CORP | $613.53万 | 0.08% | 34,174 | 27,281 | 395.8% | $489.78万 | 加仓 |
| CPA | COPA HOLDINGS SA | $614.38万 | 0.08% | 54,078 | 39,474 | 270.3% | $448.46万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $614.47万 | 0.08% | 83,624 | -145,909 | -63.6% | -$1,072.14万 | 减仓 |
| FRO | FRONTLINE PLC | $615.13万 | 0.08% | 176,457 | 83,885 | 90.6% | $292.42万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $615.41万 | 0.08% | 168,744 | 97,448 | 136.7% | $355.39万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $615.76万 | 0.08% | 734,793 | 683,087 | 1,321.1% | $572.43万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $617.03万 | 0.08% | 13,818 | 9,154 | 196.3% | $408.76万 | 加仓 |
| MZTI | MARZETTI COMPANY | $617.93万 | 0.08% | 44,671 | 21,885 | 96.0% | $302.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $619.77万 | 0.08% | 33,973 | -14,907 | -30.5% | -$271.95万 | 减仓 |
| LEA | LEAR CORP | $624.11万 | 0.08% | 51,545 | 33,144 | 180.1% | $401.31万 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $625.09万 | 0.08% | 124,223 | -342,887 | -73.4% | -$1,725.41万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $626.76万 | 0.08% | 128,488 | 88,768 | 223.5% | $433.01万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $627.03万 | 0.08% | 228,344 | -466,312 | -67.1% | -$1,280.49万 | 减仓 |
| SAIA | SAIA INC | $629.28万 | 0.08% | 17,914 | 17,914 | — | $629.28万 | 新建仓 |
| DY | DYCOM INDS INC | $630.31万 | 0.08% | 18,603 | -11,578 | -38.4% | -$392.29万 | 减仓 |
| IBN | ICICI BANK LIMITED | $634.59万 | 0.08% | 245,015 | 25,098 | 11.4% | $65.00万 | 加仓 |
| CALX | CALIX INC | $634.62万 | 0.08% | 129,541 | -40,898 | -24.0% | -$200.36万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $641.43万 | 0.08% | 52,775 | 34,745 | 192.7% | $422.29万 | 加仓 |
| MTB | M & T BK CORP | $647.98万 | 0.08% | 31,346 | 31,346 | — | $647.98万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $648.89万 | 0.08% | 29,627 | -36,600 | -55.3% | -$801.61万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $653.75万 | 0.08% | 113,538 | 9,512 | 9.1% | $54.77万 | 重新持有 |
| ZION | ZIONS BANCORPORATION NATL AS | $655.32万 | 0.08% | 113,732 | 102,813 | 941.6% | $592.41万 | 加仓 |
| GH | GUARDANT HEALTH INC | $655.84万 | 0.08% | 71,001 | -56,308 | -44.2% | -$520.12万 | 减仓 |
| VEEV | VEEVA SYS INC | $660.64万 | 0.08% | 37,609 | -9,184 | -19.6% | -$161.33万 | 减仓 |
| JBS | JBS N.V. | $663.38万 | 0.08% | 369,367 | -605,806 | -62.1% | -$1,088.03万 | 减仓 |
| HAS | HASBRO INC | $663.47万 | 0.08% | 70,884 | -235,610 | -76.9% | -$2,205.31万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $665.94万 | 0.08% | 69,031 | 64,652 | 1,476.4% | $623.70万 | 重新持有 |
| ASAN | ASANA INC | $668.63万 | 0.08% | 1,044,731 | 537,039 | 105.8% | $343.70万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $668.95万 | 0.08% | 41,181 | 38,577 | 1,481.5% | $626.65万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $668.97万 | 0.08% | 148,561 | 69,900 | 88.9% | $314.76万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $670.99万 | 0.08% | 52,540 | 50,171 | 2,117.8% | $640.73万 | 加仓 |
| KEY | KEYCORP | $675.37万 | 0.08% | 336,844 | 66,580 | 24.6% | $133.49万 | 加仓 |
| IRM | IRON MTN INC DEL | $678.15万 | 0.08% | 66,394 | -93,088 | -58.4% | -$950.80万 | 减仓 |
| AMZN | AMAZON COM INC | $678.46万 | 0.08% | 32,576 | -234,465 | -87.8% | -$4,883.20万 | 减仓 |
| ALAB | ASTERA LABS INC | $685.79万 | 0.09% | 62,572 | 38,718 | 162.3% | $424.35万 | 加仓 |
| LII | LENNOX INTL INC | $689.33万 | 0.09% | 14,852 | -11,943 | -44.6% | -$554.31万 | 重新持有 |
| GOOG | ALPHABET INC | $691.91万 | 0.09% | 24,120 | 22,504 | 1,392.6% | $645.55万 | 加仓 |
| ADBE | ADOBE INC | $693.31万 | 0.09% | 28,522 | 7,962 | 38.7% | $193.54万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $694.05万 | 0.09% | 50,594 | 50,594 | — | $694.05万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $695.04万 | 0.09% | 93,094 | 40,451 | 76.8% | $302.01万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $695.26万 | 0.09% | 17,747 | 3,805 | 27.3% | $149.06万 | 加仓 |
| EXEL | EXELIXIS INC | $700.94万 | 0.09% | 163,427 | 139,600 | 585.9% | $598.74万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $702.78万 | 0.09% | 170,288 | 130,028 | 323.0% | $536.63万 | 加仓 |
| BE | BLOOM ENERGY CORP | $704.75万 | 0.09% | 52,015 | -56,562 | -52.1% | -$766.36万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $705.20万 | 0.09% | 102,844 | 49,512 | 92.8% | $339.50万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $708.32万 | 0.09% | 510,319 | 285,068 | 126.6% | $395.67万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $710.36万 | 0.09% | 256,447 | 218,135 | 569.4% | $604.23万 | 加仓 |
| — | HOLOGIC INC | $718.68万 | 0.09% | 95,076 | 69,884 | 277.4% | $528.25万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $719.21万 | 0.09% | 313,107 | 313,107 | — | $719.21万 | 新建仓 |
| EME | EMCOR GROUP INC | $719.85万 | 0.09% | 9,750 | 7,351 | 306.4% | $542.73万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $722.13万 | 0.09% | 42,803 | 8,065 | 23.2% | $136.06万 | 加仓 |
| BPOP | POPULAR INC | $722.64万 | 0.09% | 53,860 | 42,822 | 388.0% | $574.54万 | 加仓 |