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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $758.92万 | 0.10% | 46,565 | 8,283 | 21.6% | $135.00万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $762.08万 | 0.10% | 26,173 | 11,748 | 81.4% | $342.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $764.47万 | 0.10% | 8,172 | -12,516 | -60.5% | -$1,170.83万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $765.86万 | 0.10% | 217,946 | 133,494 | 158.1% | $469.10万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $773.73万 | 0.10% | 137,994 | 80,771 | 141.2% | $452.88万 | 加仓 |
| ZTS | ZOETIS INC | $773.77万 | 0.10% | 107,678 | 104,729 | 3,551.3% | $752.58万 | 加仓 |
| COHR | COHERENT CORP | $774.34万 | 0.10% | 19,630 | -40,985 | -67.6% | -$1,616.74万 | 减仓 |
| GGG | GRACO INC | $775.33万 | 0.10% | 102,543 | 49,678 | 94.0% | $375.62万 | 加仓 |
| VNT | VONTIER CORPORATION | $777.33万 | 0.10% | 268,044 | 253,217 | 1,707.8% | $734.33万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $782.06万 | 0.10% | 56,778 | -99,074 | -63.6% | -$1,364.65万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $786.96万 | 0.10% | 72,692 | 28,610 | 64.9% | $309.73万 | 加仓 |
| LLY | ELI LILLY & CO | $787.07万 | 0.10% | 6,562 | -17,317 | -72.5% | -$2,077.05万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $788.86万 | 0.10% | 6,175 | -3,036 | -33.0% | -$387.85万 | 减仓 |
| XEL | XCEL ENERGY INC | $789.37万 | 0.10% | 98,303 | 13,922 | 16.5% | $111.79万 | 重新持有 |
| MSCI | MSCI INC | $794.92万 | 0.10% | 14,194 | 4,097 | 40.6% | $229.45万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $800.36万 | 0.10% | 70,023 | 70,023 | — | $800.36万 | 新建仓 |
| PSX | PHILLIPS 66 | $809.06万 | 0.10% | 47,859 | 31,628 | 194.9% | $534.67万 | 加仓 |
| BLK | BLACKROCK INC | $809.15万 | 0.10% | 8,415 | 2,165 | 34.6% | $208.18万 | 加仓 |
| TW | TRADEWEB MKTS INC | $809.54万 | 0.10% | 81,230 | -337,663 | -80.6% | -$3,365.15万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $810.95万 | 0.11% | 30,334 | -12,469 | -29.1% | -$333.35万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $811.00万 | 0.11% | 61,198 | 44,310 | 262.4% | $587.20万 | 加仓 |
| WULF | TERAWULF INC | $818.55万 | 0.11% | 331,395 | -441,876 | -57.1% | -$1,091.43万 | 减仓 |
| WCC | WESCO INTL INC | $833.80万 | 0.11% | 24,138 | 24,138 | — | $833.80万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $848.05万 | 0.11% | 567,637 | 567,637 | — | $848.05万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $849.68万 | 0.11% | 627,998 | 200,776 | 47.0% | $271.65万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $851.66万 | 0.11% | 351,055 | 337,977 | 2,584.3% | $819.93万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $856.98万 | 0.11% | 105,592 | 45,056 | 74.4% | $365.67万 | 加仓 |
| MET | METLIFE INC | $862.94万 | 0.11% | 101,990 | 74,280 | 268.1% | $628.48万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $867.02万 | 0.11% | 176,080 | 176,080 | — | $867.02万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $869.31万 | 0.11% | 75,684 | 67,758 | 854.9% | $778.27万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $876.00万 | 0.11% | 263,301 | -60,802 | -18.8% | -$202.29万 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $880.22万 | 0.11% | 308,632 | -431,137 | -58.3% | -$1,229.60万 | 减仓 |
| VC | VISTEON CORP | $880.65万 | 0.11% | 88,766 | 33,612 | 60.9% | $333.46万 | 加仓 |
| PHM | PULTE GROUP INC | $887.56万 | 0.12% | 64,686 | 29,784 | 85.3% | $408.67万 | 加仓 |
| TJX | TJX COS INC NEW | $889.05万 | 0.12% | 58,683 | 37,650 | 179.0% | $570.40万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $895.15万 | 0.12% | 303,029 | 244,730 | 419.8% | $722.93万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $895.61万 | 0.12% | 20,668 | -92,213 | -81.7% | -$3,995.87万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $899.13万 | 0.12% | 160,961 | 27,209 | 20.3% | $151.99万 | 加仓 |
| ACM | AECOM | $902.90万 | 0.12% | 129,355 | 19,883 | 18.2% | $138.78万 | 加仓 |
| NWSA | NEWS CORP NEW | $905.79万 | 0.12% | 364,795 | 324,081 | 796.0% | $804.69万 | 加仓 |
| WY | WEYERHAEUSER CO | $933.20万 | 0.12% | 389,809 | -1,077,034 | -73.4% | -$2,578.42万 | 减仓 |
| FTNT | FORTINET INC | $937.59万 | 0.12% | 61,033 | -246,286 | -80.1% | -$3,783.45万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $937.59万 | 0.12% | 18,701 | 12,617 | 207.4% | $632.57万 | 加仓 |
| SMTC | SEMTECH CORP | $940.82万 | 0.12% | 58,129 | 47,569 | 450.5% | $769.90万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $943.16万 | 0.12% | 108,359 | 96,724 | 831.3% | $841.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $943.77万 | 0.12% | 42,142 | 36,573 | 656.7% | $819.05万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $945.91万 | 0.12% | 46,918 | -9,580 | -17.0% | -$193.14万 | 减仓 |
| IT | GARTNER INC | $947.41万 | 0.12% | 73,091 | 69,991 | 2,257.8% | $907.22万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $947.94万 | 0.12% | 34,857 | -151,716 | -81.3% | -$4,125.92万 | 减仓 |
| DINO | HF SINCLAIR CORP | $957.12万 | 0.12% | 137,419 | -302,975 | -68.8% | -$2,110.22万 | 减仓 |
| RBC | RBC BEARINGS INC | $958.17万 | 0.12% | 14,877 | 14,255 | 2,291.8% | $918.11万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $960.00万 | 0.12% | 395,551 | 56,213 | 16.6% | $136.43万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $961.17万 | 0.12% | 70,184 | -93,208 | -57.0% | -$1,276.48万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $971.84万 | 0.13% | 379,034 | -1,190,138 | -75.8% | -$3,051.51万 | 减仓 |
| WWD | WOODWARD INC | $972.56万 | 0.13% | 22,860 | -11,181 | -32.8% | -$475.68万 | 减仓 |
| MDB | MONGODB INC | $974.82万 | 0.13% | 29,021 | -17,024 | -37.0% | -$571.84万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $992.55万 | 0.13% | 15,918 | 15,557 | 4,309.4% | $970.04万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,007.52万 | 0.13% | 33,469 | 967 | 3.0% | $29.11万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,010.71万 | 0.13% | 80,419 | 27,644 | 52.4% | $347.43万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,039.38万 | 0.13% | 181,647 | -255,213 | -58.4% | -$1,460.33万 | 减仓 |
| NUE | NUCOR CORP | $1,040.67万 | 0.13% | 46,719 | 39,469 | 544.4% | $879.17万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,067.49万 | 0.14% | 35,732 | 29,730 | 495.3% | $888.18万 | 加仓 |
| SNDK | SANDISK CORP | $1,075.25万 | 0.14% | 4,729 | -13,993 | -74.7% | -$3,181.63万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,075.52万 | 0.14% | 32,546 | 31,804 | 4,286.3% | $1,050.99万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,084.89万 | 0.14% | 32,083 | -9,643 | -23.1% | -$326.08万 | 减仓 |
| COR | CENCORA INC | $1,088.14万 | 0.14% | 38,453 | 30,882 | 407.9% | $873.90万 | 加仓 |
| GTLB | GITLAB INC | $1,092.46万 | 0.14% | 357,831 | 328,960 | 1,139.4% | $1,004.31万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $1,104.37万 | 0.14% | 29,618 | 24,783 | 512.6% | $924.08万 | 加仓 |
| NTRA | NATERA INC | $1,108.57万 | 0.14% | 40,839 | 12,395 | 43.6% | $336.46万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,109.01万 | 0.14% | 66,119 | -440,347 | -86.9% | -$7,385.94万 | 减仓 |
| CNM | CORE & MAIN INC | $1,114.21万 | 0.14% | 230,925 | -479,866 | -67.5% | -$2,315.35万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1,184.72万 | 0.15% | 73,851 | -41,483 | -36.0% | -$665.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,188.76万 | 0.15% | 72,676 | 60,522 | 498.0% | $989.96万 | 重新持有 |
| RRX | REGAL REXNORD CORPORATION | $1,192.00万 | 0.15% | 50,044 | 50,044 | — | $1,192.00万 | 新建仓 |
| DOCU | DOCUSIGN INC | $1,198.72万 | 0.16% | 269,860 | -171,434 | -38.8% | -$761.51万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1,200.38万 | 0.16% | 73,503 | 52,035 | 242.4% | $849.78万 | 加仓 |
| CMI | CUMMINS INC | $1,213.46万 | 0.16% | 17,014 | -3,698 | -17.9% | -$263.75万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,216.16万 | 0.16% | 83,424 | 32,830 | 64.9% | $478.60万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $1,237.70万 | 0.16% | 297,382 | -1,457,255 | -83.1% | -$6,065.10万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,241.96万 | 0.16% | 137,294 | -81,590 | -37.3% | -$738.06万 | 减仓 |
| HUBS | HUBSPOT INC | $1,253.92万 | 0.16% | 68,704 | 25,441 | 58.8% | $464.32万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,259.29万 | 0.16% | 61,417 | 6,429 | 11.7% | $131.82万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,263.89万 | 0.16% | 296,132 | -4,699 | -1.6% | -$20.06万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,277.96万 | 0.17% | 85,180 | 14,179 | 20.0% | $212.73万 | 加仓 |
| TSN | TYSON FOODS INC | $1,294.93万 | 0.17% | 226,188 | 113,328 | 100.4% | $648.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,300.31万 | 0.17% | 11,265 | -90,141 | -88.9% | -$1.04亿 | 减仓 |
| WU | WESTERN UN CO | $1,308.88万 | 0.17% | 1,699,841 | 1,400,369 | 467.6% | $1,078.28万 | 加仓 |
| META | META PLATFORMS INC | $1,312.13万 | 0.17% | 23,294 | -5,786 | -19.9% | -$325.92万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $1,322.07万 | 0.17% | 1,407,953 | 958,049 | 212.9% | $899.61万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,325.90万 | 0.17% | 34,285 | 19,612 | 133.7% | $758.45万 | 加仓 |
| COO | COOPER COS INC | $1,328.15万 | 0.17% | 185,211 | 182,351 | 6,375.9% | $1,307.64万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,340.84万 | 0.17% | 297,237 | 153,705 | 107.1% | $693.36万 | 重新持有 |
| INSM | INSMED INC | $1,343.88万 | 0.17% | 126,044 | -32,748 | -20.6% | -$349.16万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1,345.82万 | 0.17% | 78,123 | 78,123 | — | $1,345.82万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,347.10万 | 0.17% | 172,197 | 164,637 | 2,177.7% | $1,287.96万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,353.70万 | 0.18% | 34,040 | 28,451 | 509.1% | $1,131.44万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,364.62万 | 0.18% | 175,244 | 61,706 | 54.3% | $480.50万 | 加仓 |
| TPG | TPG INC | $1,388.14万 | 0.18% | 342,327 | 203,956 | 147.4% | $827.04万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,393.37万 | 0.18% | 27,358 | 26,270 | 2,414.5% | $1,337.96万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $1,400.50万 | 0.18% | 839,128 | -2,314,188 | -73.4% | -$3,862.38万 | 减仓 |