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 |
|---|---|---|---|---|---|---|---|---|
| CNX | CNX RES CORP | $115.14万 | 0.01% | 33,936 | -78,174 | -69.7% | -$265.24万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $115.08万 | 0.01% | 29,537 | 17,520 | 145.8% | $68.26万 | 加仓 |
| INVX | INNOVEX INTERNATIONAL INC | $114.84万 | 0.01% | 46,307 | 46,307 | — | $114.84万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $114.83万 | 0.01% | 61,970 | -21,884 | -26.1% | -$40.55万 | 减仓 |
| MCD | MCDONALDS CORP | $114.53万 | 0.01% | 4,237 | 1,879 | 79.7% | $50.79万 | 重新持有 |
| BLMN | BLOOMIN BRANDS INC | $114.38万 | 0.01% | 125,141 | -188,350 | -60.1% | -$172.15万 | 减仓 |
| PHVS | PHARVARIS N V | $114.32万 | 0.01% | 33,059 | 33,059 | — | $114.32万 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $114.30万 | 0.01% | 27,247 | 14,003 | 105.7% | $58.74万 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $114.28万 | 0.01% | 141,958 | 40,837 | 40.4% | $32.87万 | 加仓 |
| DMC | DEL MONTE CORP | $114.12万 | 0.01% | 40,890 | 35,837 | 709.2% | $100.02万 | 加仓 |
| AX | AXOS FINANCIAL INC | $113.59万 | 0.01% | 11,663 | 661 | 6.0% | $6.44万 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $113.17万 | 0.01% | 1,842 | -287 | -13.5% | -$17.63万 | 减仓 |
| PACS | PACS GROUP INC | $113.15万 | 0.01% | 26,537 | 26,537 | — | $113.15万 | 新建仓 |
| TEO | TELECOM ARGENTINA SA | $113.02万 | 0.01% | 86,936 | 44,647 | 105.6% | $58.04万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $112.88万 | 0.01% | 11,580 | -10,330 | -47.1% | -$100.70万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $112.76万 | 0.01% | 139,901 | 38,621 | 38.1% | $31.13万 | 加仓 |
| AMRC | AMERESCO INC | $112.37万 | 0.01% | 40,714 | 40,714 | — | $112.37万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $111.95万 | 0.01% | 24,070 | 24,070 | — | $111.95万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $111.67万 | 0.01% | 139,419 | 92,163 | 195.0% | $73.82万 | 加仓 |
| BOX | BOX INC | $111.60万 | 0.01% | 42,049 | -75,697 | -64.3% | -$200.90万 | 减仓 |
| QXO | QXO INC | $111.31万 | 0.01% | 64,418 | 64,418 | — | $111.31万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $111.14万 | 0.01% | 176,411 | -5,127 | -2.8% | -$3.23万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $110.93万 | 0.01% | 8,370 | 8,370 | — | $110.93万 | 新建仓 |
| ATR | APTARGROUP INC | $110.44万 | 0.01% | 8,821 | 7,171 | 434.6% | $89.78万 | 加仓 |
| — | ELME COMMUNITIES | $109.96万 | 0.01% | 742,997 | 385,857 | 108.0% | $57.11万 | 加仓 |
| GOLD | GOLD COM INC | $109.56万 | 0.01% | 26,330 | -49,427 | -65.2% | -$205.67万 | 减仓 |
| — | DOCEBO INC | $109.43万 | 0.01% | 61,170 | 12,400 | 25.4% | $22.18万 | 加仓 |
| SITM | SITIME CORP | $109.22万 | 0.01% | 1,465 | -5,607 | -79.3% | -$418.04万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $108.85万 | 0.01% | 31,810 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $108.81万 | 0.01% | 4,052 | -33,734 | -89.3% | -$905.86万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $108.77万 | 0.01% | 4,113 | 4,113 | — | $108.77万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $108.43万 | 0.01% | 71,760 | -11,424 | -13.7% | -$17.26万 | 减仓 |
| CVSA | COVISTA INC | $108.34万 | 0.01% | 8,691 | -14,820 | -63.0% | -$184.75万 | 重新持有 |
| ADBE | ADOBE INC | $108.21万 | 0.01% | 5,278 | -23,244 | -81.5% | -$476.55万 | 减仓 |
| CENT | CENTRAL GARDEN & PET CO | $108.09万 | 0.01% | 24,377 | 1,132 | 4.9% | $5.02万 | 加仓 |
| PWR | QUANTA SVCS INC | $107.86万 | 0.01% | 1,498 | 658 | 78.3% | $47.38万 | 重新持有 |
| HLNE | HAMILTON LANE INC | $107.52万 | 0.01% | 13,640 | -5,106 | -27.2% | -$40.25万 | 重新持有 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $107.34万 | 0.01% | 29,603 | 16,851 | 132.1% | $61.10万 | 加仓 |
| VAL | VALARIS LTD | $106.84万 | 0.01% | 14,716 | -26,956 | -64.7% | -$195.70万 | 重新持有 |
| MFG | MIZUHO FINANCIAL GROUP INC | $106.70万 | 0.01% | 111,373 | 111,373 | — | $106.70万 | 新建仓 |
| AVGO | BROADCOM INC | $106.60万 | 0.01% | 2,822 | -24,496 | -89.7% | -$925.34万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $106.34万 | 0.01% | 43,512 | -55,722 | -56.2% | -$136.18万 | 重新持有 |
| RL | RALPH LAUREN CORP | $106.25万 | 0.01% | 2,647 | -3,819 | -59.1% | -$153.30万 | 减仓 |
| AMSF | AMERISAFE INC | $106.12万 | 0.01% | 31,369 | -12,560 | -28.6% | -$42.49万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $105.81万 | 0.01% | 10,026 | 6,776 | 208.5% | $71.51万 | 加仓 |
| RZLV | REZOLVE AI PLC | $105.74万 | 0.01% | 335,690 | 130,552 | 63.6% | $41.12万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $105.65万 | 0.01% | 16,037 | 11,047 | 221.4% | $72.78万 | 加仓 |
| NVCR | NOVOCURE LTD | $105.13万 | 0.01% | 69,390 | -148,910 | -68.2% | -$225.60万 | 减仓 |
| LXU | LSB INDS INC | $104.88万 | 0.01% | 97,025 | -153,815 | -61.3% | -$166.27万 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $104.71万 | 0.01% | 17,240 | -25,980 | -60.1% | -$157.79万 | 减仓 |
| CNNE | CANNAE HLDGS INC | $104.59万 | 0.01% | 72,630 | 17,350 | 31.4% | $24.98万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $104.58万 | 0.01% | 24,091 | 24,091 | — | $104.58万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $104.37万 | 0.01% | 46,721 | 30,770 | 192.9% | $68.74万 | 加仓 |
| GDOT | GREEN DOT CORP | $104.37万 | 0.01% | 77,256 | 34,637 | 81.3% | $46.79万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $104.35万 | 0.01% | 42,060 | -731,406 | -94.6% | -$1,814.62万 | 减仓 |
| RGEN | REPLIGEN CORP | $104.32万 | 0.01% | 7,646 | 4,538 | 146.0% | $61.92万 | 加仓 |
| PSMT | PRICESMART INC | $104.10万 | 0.01% | 5,329 | 3,524 | 195.2% | $68.84万 | 加仓 |
| GOOG | ALPHABET INC | $104.06万 | 0.01% | 2,945 | -21,175 | -87.8% | -$748.18万 | 减仓 |
| ABBV | ABBVIE INC | $103.80万 | 0.01% | 4,125 | 1,935 | 88.4% | $48.69万 | 加仓 |
| CTAS | CINTAS CORP | $103.77万 | 0.01% | 6,101 | -90,577 | -93.7% | -$1,540.53万 | 减仓 |
| JOYY | JOYY INC | $103.70万 | 0.01% | 15,714 | -4,817 | -23.5% | -$31.79万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $103.65万 | 0.01% | 34,573 | 4,593 | 15.3% | $13.77万 | 加仓 |
| FWRD | FORWARD AIR CORP | $103.55万 | 0.01% | 76,646 | 31,241 | 68.8% | $42.21万 | 加仓 |
| DBX | DROPBOX INC | $103.52万 | 0.01% | 37,683 | -5,852 | -13.4% | -$16.08万 | 减仓 |
| EVH | EVOLENT HEALTH INC | $103.39万 | 0.01% | 190,754 | -55,381 | -22.5% | -$30.02万 | 减仓 |
| MBUU | MALIBU BOATS INC | $103.30万 | 0.01% | 37,659 | 25,389 | 206.9% | $69.64万 | 重新持有 |
| ACDC | PROFRAC HLDG CORP | $103.01万 | 0.01% | 177,306 | -13,216 | -6.9% | -$7.68万 | 减仓 |
| AIN | ALBANY INTL CORP | $102.66万 | 0.01% | 13,780 | 5,274 | 62.0% | $39.29万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $102.59万 | 0.01% | 44,353 | -139,153 | -75.8% | -$321.86万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $102.44万 | 0.01% | 13,375 | 4,075 | 43.8% | $31.21万 | 加仓 |
| GMED | GLOBUS MED INC | $102.31万 | 0.01% | 12,949 | 5,543 | 74.8% | $43.80万 | 加仓 |
| UE | URBAN EDGE PPTYS | $102.09万 | 0.01% | 44,620 | 44,620 | — | $102.09万 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $102.07万 | 0.01% | 31,958 | 31,958 | — | $102.07万 | 新建仓 |
| RBB | RBB BANCORP | $102.02万 | 0.01% | 37,214 | 24,988 | 204.4% | $68.50万 | 加仓 |
| DAVE | DAVE INC | $101.98万 | 0.01% | 2,737 | -7,506 | -73.3% | -$279.67万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $101.81万 | 0.01% | 13,321 | -141,905 | -91.4% | -$1,084.58万 | 减仓 |
| DBI | DESIGNER BRANDS INC | $101.72万 | 0.01% | 174,483 | 64,761 | 59.0% | $37.76万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $101.64万 | 0.01% | 11,580 | 8,681 | 299.4% | $76.19万 | 加仓 |
| ALTO | ALTO INGREDIENTS INC | $101.50万 | 0.01% | 178,077 | -69,514 | -28.1% | -$39.62万 | 减仓 |
| VERX | VERTEX INC | $101.39万 | 0.01% | 88,318 | 53,319 | 152.3% | $61.21万 | 加仓 |
| ERO | ERO COPPER CORP | $100.46万 | 0.01% | 37,573 | 285 | 0.8% | $7,620 | 加仓 |
| NMIH | NMI HLDGS INC | $100.39万 | 0.01% | 24,432 | -27,821 | -53.2% | -$114.32万 | 减仓 |
| AAON | AAON INC | $100.26万 | 0.01% | 7,903 | 2,801 | 54.9% | $35.53万 | 重新持有 |
| NTSK | NETSKOPE INC | $100.12万 | 0.01% | 91,521 | 5,166 | 6.0% | $5.65万 | 加仓 |
| SCSC | SCANSOURCE INC | $99.90万 | 0.01% | 19,178 | 11,128 | 138.2% | $57.97万 | 重新持有 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $99.58万 | 0.01% | 38,182 | 28,824 | 308.0% | $75.17万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $99.52万 | 0.01% | 6,700 | -3,353 | -33.4% | -$49.80万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $99.19万 | 0.01% | 173,100 | 158,800 | 1,110.5% | $90.99万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $98.90万 | 0.01% | 25,815 | -42,201 | -62.0% | -$161.67万 | 减仓 |
| BOKF | BOK FINL CORP | $98.90万 | 0.01% | 7,121 | 7,121 | — | $98.90万 | 新建仓 |
| IPI | INTREPID POTASH INC | $98.89万 | 0.01% | 30,168 | -22,850 | -43.1% | -$74.90万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $98.89万 | 0.01% | 67,871 | 67,871 | — | $98.89万 | 新建仓 |
| ASTH | ASTRANA HEALTH INC | $98.85万 | 0.01% | 21,300 | 21,300 | — | $98.85万 | 新建仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $98.65万 | 0.01% | 27,891 | -37,443 | -57.3% | -$132.44万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $98.65万 | 0.01% | 6,927 | 6,927 | — | $98.65万 | 新建仓 |
| — | LEGGETT & PLATT INC | $98.59万 | 0.01% | 84,197 | -76,008 | -47.4% | -$89.01万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $98.40万 | 0.01% | 17,095 | 17,095 | — | $98.40万 | 新建仓 |
| HRI | HERC HLDGS INC | $98.10万 | 0.01% | 6,844 | -136,477 | -95.2% | -$1,956.26万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $97.86万 | 0.01% | 39,050 | 39,050 | — | $97.86万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $97.58万 | 0.01% | 64,662 | -23,885 | -27.0% | -$36.04万 | 重新持有 |