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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $3,658.33万 | 0.47% | 153,062 | 141,173 | 1,187.4% | $3,374.18万 | 加仓 |
| NOW | SERVICENOW INC | $3,679.74万 | 0.48% | 370,643 | 23,409 | 6.7% | $232.40万 | 加仓 |
| PPG | PPG INDS INC | $3,685.70万 | 0.48% | 303,875 | 274,086 | 920.1% | $3,324.39万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $3,955.58万 | 0.51% | 197,168 | 163,195 | 480.4% | $3,274.02万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,992.32万 | 0.52% | 156,869 | 127,511 | 434.3% | $3,245.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,013.37万 | 0.52% | 55,510 | -31,299 | -36.1% | -$2,262.92万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $4,189.80万 | 0.54% | 814,820 | 349,394 | 75.1% | $1,796.58万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,294.33万 | 0.56% | 384,143 | 167,361 | 77.2% | $1,870.93万 | 加仓 |
| XYZ | BLOCK INC | $4,342.75万 | 0.56% | 571,414 | 550,056 | 2,575.4% | $4,180.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $4,355.96万 | 0.56% | 692,631 | 74,896 | 12.1% | $471.02万 | 加仓 |
| MMM | 3M CO | $4,657.37万 | 0.60% | 287,652 | 122,368 | 74.0% | $1,981.26万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $4,702.41万 | 0.61% | 876,008 | 681,283 | 349.9% | $3,657.13万 | 加仓 |
| JBL | JABIL INC | $4,703.28万 | 0.61% | 122,011 | 75,436 | 162.0% | $2,907.91万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4,825.39万 | 0.63% | 263,524 | 261,021 | 10,428.3% | $4,779.56万 | 加仓 |
| TGT | TARGET CORP | $4,865.98万 | 0.63% | 372,558 | 363,728 | 4,119.2% | $4,750.65万 | 加仓 |
| CRH | CRH PLC | $4,938.08万 | 0.64% | 461,503 | 437,694 | 1,838.4% | $4,683.33万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,498.01万 | 0.71% | 56,210 | -21,347 | -27.5% | -$2,087.99万 | 减仓 |
| MUSA | MURPHY USA INC | $5,552.57万 | 0.72% | 103,041 | 102,560 | 21,322.2% | $5,526.65万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $5,608.63万 | 0.73% | 564,874 | 536,548 | 1,894.2% | $5,327.39万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6,001.18万 | 0.78% | 765,457 | 516,329 | 207.3% | $4,048.02万 | 重新持有 |
| BA | BOEING CO | $6,088.52万 | 0.79% | 281,264 | 116,818 | 71.0% | $2,528.76万 | 加仓 |
| SHEL | SHELL PLC | $6,519.33万 | 0.85% | 840,770 | 630,948 | 300.7% | $4,892.37万 | 加仓 |
| AMZN | AMAZON COM INC | $6,871.65万 | 0.89% | 288,313 | 255,737 | 785.0% | $6,095.24万 | 加仓 |
| TPR | TAPESTRY INC | $6,915.97万 | 0.90% | 472,467 | 400,628 | 557.7% | $5,864.39万 | 加仓 |
| ITT | ITT INC | $7,628.14万 | 0.99% | 385,727 | 62,371 | 19.3% | $1,233.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8,800.38万 | 1.14% | 171,347 | 26,324 | 18.2% | $1,352.00万 | 加仓 |
| GM | GENERAL MTRS CO | $9,943.47万 | 1.29% | 1,290,019 | 202,057 | 18.6% | $1,557.46万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $9,983.53万 | 1.29% | 1,049,351 | 943,757 | 893.8% | $8,978.90万 | 加仓 |
| BKH | BLACK HILLS CORP | $1.07亿 | 1.39% | 1,442,064 | 379,211 | 35.7% | $2,821.33万 | 加仓 |