13F 机构持仓

Engineers Gate Manager LP

NEW YORK NY · SEC CIK 0001620220

2026Q22026Q1 更早 9 个季度 🔒
$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
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

TMUS 1.3%
GM 1.0%
BKH 0.9%
MSFT 0.9%
MA 0.9%
PH 0.9%
PECO 0.8%
SBAC 0.8%
ARMK 0.8%
ITT 0.8%

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
ICE INTERCONTINENTAL EXCHANGE IN $1,153.44万0.14%73,337 70,2672,288.8% $1,105.16万 重新持有
PPL PPL CORP $1,156.16万0.14%302,660 273,508938.2% $1,044.80万 加仓
MTD METTLER TOLEDO INTERNATIONAL $1,161.69万0.15%9,211 8,047691.3% $1,014.89万 加仓
THC TENET HEALTHCARE CORP $1,163.02万0.15%61,630 -33,196-35.0% -$626.44万 减仓
TEL TE CONNECTIVITY PLC $1,180.92万0.15%56,498 -24,658-30.4% -$515.40万 减仓
ALV AUTOLIV INC $1,187.77万0.15%112,949 72,845181.6% $766.04万 加仓
SNDK SANDISK CORP $1,189.48万0.15%18,722 -78,341-80.7% -$4,977.32万 减仓
WWD WOODWARD INC $1,218.40万0.15%34,041 2,8519.1% $102.04万 加仓
GOOGL ALPHABET INC $1,220.26万0.15%42,435 30,601258.6% $879.96万 加仓
EQIX EQUINIX INC $1,221.87万0.15%12,465 -73,448-85.5% -$7,199.67万 减仓
FFIV F5 INC $1,233.21万0.15%42,623 1,0902.6% $31.54万 加仓
JBL JABIL INC $1,237.17万0.15%46,575 25,895125.2% $687.85万 加仓
NI NISOURCE INC $1,248.14万0.16%267,497 218,872450.1% $1,021.26万 加仓
EQT EQT CORP $1,251.18万0.16%196,603 79,25967.5% $504.40万 加仓
— TAYLOR MORRISON HOME CORP $1,254.77万0.16%215,449 31,88617.4% $185.70万 加仓
NOK NOKIA CORP $1,256.87万0.16%1,563,273 1,525,9084,083.8% $1,226.83万 重新持有
U UNITY SOFTWARE INC $1,263.99万0.16%576,114 567,1326,314.1% $1,244.29万 加仓
LULU LULULEMON ATHLETICA INC $1,270.55万0.16%82,988 73,294756.1% $1,122.13万 加仓
CHWY CHEWY INC $1,280.09万0.16%474,108 -454-0.1% -$1.23万 减仓
SU SUNCOR ENERGY INC NEW $1,287.33万0.16%194,725 155,830400.6% $1,030.19万 加仓
STLD STEEL DYNAMICS INC $1,307.47万0.16%72,637 66,8601,157.3% $1,203.48万 加仓
A AGILENT TECHNOLOGIES INC $1,314.06万0.16%115,289 6,1765.7% $70.39万 加仓
HEI/A HEICO CORP NEW $1,316.99万0.16%62,390 16,62536.3% $350.94万 加仓
CL COLGATE PALMOLIVE CO $1,331.40万0.17%156,213 124,565393.6% $1,061.67万 重新持有
DHR DANAHER CORP DEL $1,336.79万0.17%70,506 3,2664.9% $61.92万 加仓
NVO NOVO-NORDISK A S $1,338.11万0.17%364,111 355,6434,199.8% $1,306.99万 加仓
JLL JONES LANG LASALLE INC $1,345.73万0.17%44,221 37,401548.4% $1,138.19万 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $1,349.66万0.17%148,854 148,854— $1,349.66万 新建仓
UBER UBER TECHNOLOGIES INC $1,371.42万0.17%190,661 145,435321.6% $1,046.11万 加仓
DK DELEK US HLDGS INC NEW $1,385.81万0.17%307,480 119,55263.6% $538.82万 加仓
RNR RENAISSANCERE HLDGS LTD $1,420.94万0.18%47,806 -23,067-32.5% -$685.62万 减仓
HRI HERC HLDGS INC $1,426.76万0.18%143,321 139,0753,275.4% $1,384.49万 重新持有
BX BLACKSTONE INC $1,432.92万0.18%124,613 124,613— $1,432.92万 新建仓
COHR COHERENT CORP $1,443.91万0.18%60,615 59,3114,548.4% $1,412.85万 加仓
VLTO VERALTO CORP $1,447.16万0.18%163,669 16,18111.0% $143.07万 加仓
MBLY MOBILEYE GLOBAL INC $1,450.97万0.18%2,112,039 -1,465,368-41.0% -$1,006.71万 减仓
CCL CARNIVAL CORP $1,473.13万0.18%569,216 15,9692.9% $41.33万 加仓
PNC PNC FINL SVCS GROUP INC $1,492.82万0.19%71,739 68,5572,154.5% $1,426.60万 重新持有
CBRE CBRE GROUP INC $1,522.52万0.19%112,396 68,239154.5% $924.37万 加仓
PNW PINNACLE WEST CAP CORP $1,537.89万0.19%152,644 118,564347.9% $1,194.53万 加仓
HST HOST HOTELS & RESORTS INC $1,544.81万0.19%806,266 795,1607,159.7% $1,523.53万 加仓
MCK MCKESSON CORP $1,548.48万0.19%17,894 11,057161.7% $956.83万 加仓
NRG NRG ENERGY INC $1,551.36万0.19%106,156 64,140152.7% $937.34万 加仓
CPRT COPART INC $1,606.74万0.20%483,957 171,78655.0% $570.33万 加仓
CRL CHARLES RIV LABS INTL INC $1,617.77万0.20%93,784 66,171239.6% $1,141.45万 加仓
CAH CARDINAL HEALTH INC $1,634.00万0.20%77,327 -13,652-15.0% -$288.48万 减仓
CTAS CINTAS CORP $1,635.21万0.20%96,678 17,49822.1% $295.96万 加仓
SJM SMUCKER J M CO $1,642.84万0.21%170,348 164,8502,998.4% $1,589.81万 加仓
FERG FERGUSON ENTERPRISES INC $1,658.01万0.21%71,080 27,77864.1% $647.95万 加仓
META META PLATFORMS INC $1,663.75万0.21%29,080 10,61057.4% $607.03万 加仓
HWM HOWMET AEROSPACE INC $1,669.96万0.21%72,462 39,866122.3% $918.75万 加仓
BROS DUTCH BROS INC $1,700.69万0.21%335,706 -177,819-34.6% -$900.83万 减仓
B BARRICK MNG CORP $1,702.55万0.21%417,393 244,629141.6% $997.84万 加仓
LMT LOCKHEED MARTIN CORP $1,707.70万0.21%28,255 21,442314.7% $1,295.93万 加仓
GDDY GODADDY INC $1,729.94万0.22%209,259 87,66772.1% $724.74万 加仓
WYNN WYNN RESORTS LTD $1,745.35万0.22%171,871 16,12310.4% $163.73万 加仓
CENX CENTURY ALUM CO $1,746.08万0.22%297,509 247,985500.7% $1,455.42万 加仓
LUV SOUTHWEST AIRLS CO $1,748.61万0.22%465,426 454,9604,347.0% $1,709.28万 加仓
ABT ABBOTT LABORATORIES $1,749.20万0.22%170,371 93,825122.6% $963.30万 重新持有
CRDO CREDO TECHNOLOGY GROUP HOLDI $1,751.36万0.22%186,573 61,04148.6% $572.99万 加仓
EW EDWARDS LIFESCIENCES CORP $1,752.82万0.22%218,884 -13,663-5.9% -$109.41万 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $1,757.98万0.22%92,990 -7,857-7.8% -$148.54万 减仓
NET CLOUDFLARE INC $1,760.60万0.22%85,325 61,252254.4% $1,263.87万 加仓
DPZ DOMINOS PIZZA INC $1,764.85万0.22%49,189 28,651139.5% $1,027.97万 加仓
UAL UNITED AIRLS HLDGS INC $1,781.02万0.22%193,442 -143,464-42.6% -$1,320.87万 减仓
HBAN HUNTINGTON BANCSHARES INC $1,803.06万0.23%1,152,113 1,084,5571,605.4% $1,697.33万 加仓
BBIO BRIDGEBIO PHARMA INC $1,809.93万0.23%243,729 228,1551,465.0% $1,694.28万 加仓
OKTA OKTA INC $1,810.60万0.23%230,034 225,7875,316.4% $1,777.17万 加仓
GD GENERAL DYNAMICS CORP $1,823.56万0.23%53,131 43,115430.5% $1,479.79万 加仓
SQM SOCIEDAD QUIMICA Y MINERA DE $1,825.29万0.23%225,512 225,512— $1,825.29万 新建仓
ALGN ALIGN TECHNOLOGY INC $1,831.01万0.23%106,808 -2,766-2.5% -$47.42万 减仓
WDC WESTERN DIGITAL CORP $1,841.20万0.23%68,069 -24,275-26.3% -$656.61万 减仓
PCG PG&E CORP $1,854.46万0.23%1,055,471 633,276150.0% $1,112.67万 加仓
PFGC PERFORMANCE FOOD GROUP CO $1,856.95万0.23%216,782 -184,560-46.0% -$1,580.94万 减仓
TER TERADYNE INC $1,873.36万0.23%63,191 -24,259-27.7% -$719.18万 减仓
BSX BOSTON SCIENTIFIC CORP $1,887.71万0.24%300,831 -406,066-57.4% -$2,548.06万 减仓
AWI ARMSTRONG WORLD INDS INC NEW $1,900.70万0.24%115,334 38,10349.3% $627.94万 加仓
SHEL SHELL PLC $1,951.34万0.24%209,822 56,00336.4% $520.83万 加仓
USB US BANCORP $1,964.27万0.25%377,671 -515,984-57.7% -$2,683.63万 减仓
SSNC SS&C TECH HLDGS $1,969.19万0.25%291,429 281,8602,945.6% $1,904.53万 加仓
UNM UNUM GROUP $1,975.80万0.25%270,547 -22,268-7.6% -$162.62万 减仓
ALC ALCON AG $1,979.10万0.25%262,654 -16,251-5.8% -$122.45万 减仓
P EVERPURE INC $1,987.39万0.25%336,617 -78,420-18.9% -$462.99万 减仓
CCK CROWN HLDGS INC $1,987.59万0.25%198,263 61,11344.6% $612.66万 加仓
APH AMPHENOL CORP $1,988.46万0.25%157,377 -7,702-4.7% -$97.31万 减仓
ADI ANALOG DEVICES INC $2,004.35万0.25%63,002 5,3789.3% $171.10万 加仓
DDOG DATADOG INC $2,004.69万0.25%169,817 80,87790.9% $954.75万 加仓
GLPI GAMING & LEISURE P $2,040.52万0.26%459,887 436,1401,836.6% $1,935.15万 加仓
CVE CENOVUS ENERGY INC $2,052.01万0.26%773,466 688,681812.3% $1,827.07万 加仓
COST COSTCO WHOLESALE CORPORATION $2,061.41万0.26%20,688 15,738317.9% $1,568.18万 加仓
OGE OGE ENERGY CORP $2,073.24万0.26%432,286 121,41139.1% $582.29万 加仓
EXE EXPAND ENERGY CORPORATION $2,089.33万0.26%190,320 187,4036,424.5% $2,057.31万 重新持有
DOCU DOCUSIGN INC $2,092.17万0.26%441,294 358,922435.7% $1,701.65万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $2,125.33万0.27%279,061 247,047771.7% $1,881.51万 加仓
OMC OMNICOM GROUP INC $2,127.92万0.27%282,555 -60,585-17.7% -$456.27万 减仓
FIVE FIVE BELOW INC $2,129.82万0.27%93,217 64,107220.2% $1,464.72万 加仓
OTIS OTIS WORLDWIDE CORP $2,146.43万0.27%278,468 -448,894-61.7% -$3,460.07万 减仓
DVA DAVITA INC $2,166.37万0.27%140,957 132,5671,580.1% $2,037.42万 加仓
RBLX ROBLOX CORP $2,169.43万0.27%383,562 89,81830.6% $508.01万 加仓
CSTM CONSTELLIUM SE $2,173.13万0.27%884,103 -165,115-15.7% -$405.85万 减仓