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 |
|---|---|---|---|---|---|---|---|---|
| TSN | TYSON FOODS INC | $723.09万 | 0.09% | 112,860 | -92,544 | -45.1% | -$592.93万 | 减仓 |
| REAL | THE REALREAL INC | $723.38万 | 0.09% | 796,676 | 422,286 | 112.8% | $383.44万 | 加仓 |
| L | LOEWS CORP | $724.65万 | 0.09% | 67,889 | 52,453 | 339.8% | $559.88万 | 加仓 |
| ACI | ALBERTSONS COS INC | $727.99万 | 0.09% | 427,222 | 166,144 | 63.6% | $283.11万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $731.45万 | 0.09% | 25,904 | 23,903 | 1,194.6% | $674.95万 | 重新持有 |
| — | TOPBUILD COR | $732.81万 | 0.09% | 20,860 | 8,024 | 62.5% | $281.88万 | 重新持有 |
| AVA | AVISTA CORP | $734.73万 | 0.09% | 183,043 | 79,876 | 77.4% | $320.62万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $736.40万 | 0.09% | 156,982 | 39,715 | 33.9% | $186.30万 | 加仓 |
| RIG | TRANSOCEAN LTD | $736.83万 | 0.09% | 1,111,361 | 1,111,361 | — | $736.83万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $737.00万 | 0.09% | 109,510 | 76,089 | 227.7% | $512.08万 | 加仓 |
| ALKS | ALKERMES PLC | $737.25万 | 0.09% | 208,497 | 160,766 | 336.8% | $568.47万 | 加仓 |
| VST | VISTRA CORP | $737.55万 | 0.09% | 49,062 | -50,185 | -50.6% | -$754.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $741.90万 | 0.09% | 35,858 | 30,494 | 568.5% | $630.92万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $746.29万 | 0.09% | 65,938 | 43,649 | 195.8% | $494.02万 | 加仓 |
| GL | GLOBE LIFE INC | $747.32万 | 0.09% | 53,698 | 49,523 | 1,186.2% | $689.21万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $748.77万 | 0.09% | 57,154 | 42,295 | 284.6% | $554.11万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $753.44万 | 0.09% | 108,612 | 88,891 | 450.7% | $616.64万 | 加仓 |
| VALE | VALE S A | $753.57万 | 0.09% | 473,648 | 245,376 | 107.5% | $390.39万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $755.83万 | 0.09% | 254,401 | 117,793 | 86.2% | $349.96万 | 加仓 |
| KVUE | KENVUE INC | $759.94万 | 0.09% | 440,798 | 221,841 | 101.3% | $382.45万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $761.43万 | 0.10% | 17,134 | -540 | -3.1% | -$24.00万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $767.94万 | 0.10% | 509,244 | 144,423 | 39.6% | $217.79万 | 加仓 |
| ES | EVERSOURCE ENERGY | $785.09万 | 0.10% | 113,321 | 99,524 | 721.3% | $689.50万 | 加仓 |
| XYL | XYLEM INC | $793.12万 | 0.10% | 66,370 | 48,284 | 267.0% | $576.99万 | 加仓 |
| FTI | TECHNIPFMC PLC | $793.58万 | 0.10% | 114,795 | -72,520 | -38.7% | -$501.33万 | 减仓 |
| DASH | DOORDASH INC | $795.00万 | 0.10% | 52,947 | -11,781 | -18.2% | -$176.89万 | 减仓 |
| KSS | KOHLS CORP | $805.36万 | 0.10% | 624,312 | 553,392 | 780.3% | $713.88万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $809.36万 | 0.10% | 338,218 | 338,218 | — | $809.36万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $818.68万 | 0.10% | 210,080 | 17,944 | 9.3% | $69.93万 | 重新持有 |
| AIZ | ASSURANT INC | $823.02万 | 0.10% | 37,786 | 25,997 | 220.5% | $566.24万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $823.91万 | 0.10% | 339,338 | -180,262 | -34.7% | -$437.68万 | 减仓 |
| FMC | FMC CORP | $824.95万 | 0.10% | 479,065 | -7,076 | -1.5% | -$12.18万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $830.16万 | 0.10% | 151,960 | 138,422 | 1,022.5% | $756.20万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $833.48万 | 0.10% | 63,649 | -87,737 | -58.0% | -$1,148.92万 | 减仓 |
| INVH | INVITATION HOMES INC | $836.44万 | 0.10% | 336,596 | -3,799,780 | -91.9% | -$9,442.45万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $839.65万 | 0.10% | 388,369 | 328,701 | 550.9% | $710.65万 | 重新持有 |
| HDB | HDFC BANK LTD | $843.96万 | 0.11% | 339,214 | 309,523 | 1,042.5% | $770.09万 | 重新持有 |
| AVGO | BROADCOM INC | $845.52万 | 0.11% | 27,318 | 13,976 | 104.8% | $432.57万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $848.51万 | 0.11% | 739,769 | 392,851 | 113.2% | $450.60万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $853.88万 | 0.11% | 132,962 | 131,387 | 8,342.0% | $843.77万 | 加仓 |
| PGR | PROGRESSIVE CORP | $856.40万 | 0.11% | 43,200 | 39,794 | 1,168.3% | $788.88万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $861.16万 | 0.11% | 465,745 | 41,999 | 9.9% | $77.66万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $862.74万 | 0.11% | 124,494 | 118,723 | 2,057.2% | $822.75万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $871.25万 | 0.11% | 137,529 | 54,629 | 65.9% | $346.07万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $873.01万 | 0.11% | 409,478 | -59,005 | -12.6% | -$125.80万 | 减仓 |
| PEP | PEPSICO INC | $874.97万 | 0.11% | 56,344 | 40,728 | 260.8% | $632.47万 | 加仓 |
| TTD | THE TRADE DESK INC | $879.65万 | 0.11% | 387,681 | 123,636 | 46.8% | $280.53万 | 加仓 |
| AES | AES CORP | $880.24万 | 0.11% | 624,730 | 230,652 | 58.5% | $324.99万 | 加仓 |
| MPC | MARATHON PETE CORP | $885.30万 | 0.11% | 36,256 | -89,303 | -71.1% | -$2,180.60万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $897.76万 | 0.11% | 105,594 | 78,944 | 296.2% | $671.18万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $903.90万 | 0.11% | 96,201 | -4,688 | -4.6% | -$44.05万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $916.34万 | 0.11% | 78,053 | -17,966 | -18.7% | -$210.92万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $924.72万 | 0.12% | 49,575 | 49,575 | — | $924.72万 | 新建仓 |
| ACM | AECOM | $928.54万 | 0.12% | 109,472 | 54,583 | 99.4% | $462.97万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $930.35万 | 0.12% | 2,100,120 | 539,849 | 34.6% | $239.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $930.67万 | 0.12% | 141,032 | -41,426 | -22.7% | -$273.37万 | 减仓 |
| RGLD | ROYAL GOLD INC | $932.22万 | 0.12% | 36,631 | 35,424 | 2,934.9% | $901.51万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $932.44万 | 0.12% | 305,517 | 98,585 | 47.6% | $300.88万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $945.10万 | 0.12% | 60,770 | 54,919 | 938.6% | $854.10万 | 加仓 |
| THG | HANOVER INS GROUP INC | $947.20万 | 0.12% | 54,641 | 38,633 | 241.3% | $669.70万 | 加仓 |
| SYK | STRYKER CORPORATION | $947.36万 | 0.12% | 28,831 | 20,156 | 232.3% | $662.31万 | 加仓 |
| AON | AON PLC | $953.85万 | 0.12% | 29,551 | 2,999 | 11.3% | $96.80万 | 加仓 |
| CVS | CVS HEALTH CORP | $955.31万 | 0.12% | 133,015 | -443,188 | -76.9% | -$3,182.98万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $959.99万 | 0.12% | 34,886 | 20,584 | 143.9% | $566.43万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $966.23万 | 0.12% | 133,347 | -22,916 | -14.7% | -$166.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $967.46万 | 0.12% | 32,889 | 28,032 | 577.1% | $824.59万 | 加仓 |
| TRP | TC ENERGY CORP | $969.22万 | 0.12% | 154,827 | -101,069 | -39.5% | -$632.69万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $972.05万 | 0.12% | 7,049 | 4,023 | 132.9% | $554.77万 | 加仓 |
| SNAP | SNAP INC | $978.61万 | 0.12% | 2,127,417 | 1,134,554 | 114.3% | $521.89万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $981.91万 | 0.12% | 30,632 | -13,125 | -30.0% | -$420.72万 | 减仓 |
| NTNX | NUTANIX INC | $984.24万 | 0.12% | 258,942 | 258,942 | — | $984.24万 | 新建仓 |
| ROKU | ROKU INC | $987.51万 | 0.12% | 104,366 | -148,825 | -58.8% | -$1,408.18万 | 减仓 |
| AAPL | APPLE INC | $991.20万 | 0.12% | 39,056 | 22,857 | 141.1% | $580.09万 | 加仓 |
| ROST | ROSS STORES INC | $993.73万 | 0.12% | 45,872 | 28,136 | 158.6% | $609.51万 | 加仓 |
| ATI | ATI INC | $1,002.87万 | 0.13% | 68,945 | 31,519 | 84.2% | $458.48万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,004.91万 | 0.13% | 133,827 | 111,636 | 503.1% | $838.27万 | 加仓 |
| TPR | TAPESTRY INC | $1,013.72万 | 0.13% | 71,839 | 56,455 | 367.0% | $796.64万 | 加仓 |
| DHT | DHT HOLDINGS INC | $1,021.76万 | 0.13% | 559,257 | 323,044 | 136.8% | $590.20万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1,025.04万 | 0.13% | 336,630 | 166,809 | 98.2% | $507.93万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,052.25万 | 0.13% | 103,762 | 72,620 | 233.2% | $736.44万 | 加仓 |
| HUBS | HUBSPOT INC | $1,056.05万 | 0.13% | 43,263 | 34,098 | 372.0% | $832.33万 | 加仓 |
| NDSN | NORDSON CORP | $1,058.47万 | 0.13% | 39,783 | 25,211 | 173.0% | $670.76万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,062.72万 | 0.13% | 131,917 | 99,734 | 309.9% | $803.46万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1,074.01万 | 0.13% | 155,226 | 30,962 | 24.9% | $214.23万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,075.39万 | 0.13% | 32,502 | 12,303 | 60.9% | $407.07万 | 加仓 |
| VRSN | VERISIGN INC | $1,075.52万 | 0.13% | 43,305 | 36,789 | 564.6% | $913.69万 | 加仓 |
| SN | SHARKNINJA INC | $1,095.56万 | 0.14% | 103,452 | 87,833 | 562.3% | $930.15万 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,107.07万 | 0.14% | 41,726 | 17,279 | 70.7% | $458.45万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,107.26万 | 0.14% | 227,131 | 121,529 | 115.1% | $592.45万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $1,114.11万 | 0.14% | 741,255 | 173,867 | 30.6% | $261.32万 | 加仓 |
| CMI | CUMMINS INC | $1,114.35万 | 0.14% | 20,712 | 13,729 | 196.6% | $738.65万 | 加仓 |
| WULF | TERAWULF INC | $1,115.83万 | 0.14% | 773,271 | 291,756 | 60.6% | $421.00万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $1,119.93万 | 0.14% | 696,038 | 562,427 | 420.9% | $904.95万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,121.04万 | 0.14% | 54,988 | 53,759 | 4,374.2% | $1,095.98万 | 重新持有 |
| TOL | TOLL BROTHERS INC | $1,124.02万 | 0.14% | 82,364 | 62,736 | 319.6% | $856.16万 | 重新持有 |
| GGB | GERDAU SA | $1,126.39万 | 0.14% | 3,120,182 | 3,072,303 | 6,416.8% | $1,109.10万 | 加仓 |
| MDB | MONGODB INC | $1,127.04万 | 0.14% | 46,045 | -40,852 | -47.0% | -$999.93万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,136.97万 | 0.14% | 499,326 | 499,326 | — | $1,136.97万 | 新建仓 |
| DOO | BRP INC | $1,143.44万 | 0.14% | 159,232 | 27,414 | 20.8% | $196.86万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $1,147.60万 | 0.14% | 112,565 | 111,386 | 9,447.5% | $1,135.58万 | 加仓 |