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 |
|---|---|---|---|---|---|---|---|---|
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,825.29万 | 0.23% | 225,512 | 225,512 | — | $1,825.29万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,823.56万 | 0.23% | 53,131 | 43,115 | 430.5% | $1,479.79万 | 加仓 |
| OKTA | OKTA INC | $1,810.60万 | 0.23% | 230,034 | 225,787 | 5,316.4% | $1,777.17万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1,809.93万 | 0.23% | 243,729 | 228,155 | 1,465.0% | $1,694.28万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,803.06万 | 0.23% | 1,152,113 | 1,084,557 | 1,605.4% | $1,697.33万 | 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 |
| DPZ | DOMINOS PIZZA INC | $1,764.85万 | 0.22% | 49,189 | 28,651 | 139.5% | $1,027.97万 | 加仓 |
| NET | CLOUDFLARE INC | $1,760.60万 | 0.22% | 85,325 | 61,252 | 254.4% | $1,263.87万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,757.98万 | 0.22% | 92,990 | -7,857 | -7.8% | -$148.54万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,752.82万 | 0.22% | 218,884 | -13,663 | -5.9% | -$109.41万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,751.36万 | 0.22% | 186,573 | 61,041 | 48.6% | $572.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,749.20万 | 0.22% | 170,371 | 93,825 | 122.6% | $963.30万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $1,748.61万 | 0.22% | 465,426 | 454,960 | 4,347.0% | $1,709.28万 | 加仓 |
| CENX | CENTURY ALUM CO | $1,746.08万 | 0.22% | 297,509 | 247,985 | 500.7% | $1,455.42万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $1,745.35万 | 0.22% | 171,871 | 16,123 | 10.4% | $163.73万 | 加仓 |
| GDDY | GODADDY INC | $1,729.94万 | 0.22% | 209,259 | 87,667 | 72.1% | $724.74万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,707.70万 | 0.21% | 28,255 | 21,442 | 314.7% | $1,295.93万 | 加仓 |
| B | BARRICK MNG CORP | $1,702.55万 | 0.21% | 417,393 | 244,629 | 141.6% | $997.84万 | 加仓 |
| BROS | DUTCH BROS INC | $1,700.69万 | 0.21% | 335,706 | -177,819 | -34.6% | -$900.83万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,669.96万 | 0.21% | 72,462 | 39,866 | 122.3% | $918.75万 | 加仓 |
| META | META PLATFORMS INC | $1,663.75万 | 0.21% | 29,080 | 10,610 | 57.4% | $607.03万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,658.01万 | 0.21% | 71,080 | 27,778 | 64.1% | $647.95万 | 加仓 |
| SJM | SMUCKER J M CO | $1,642.84万 | 0.21% | 170,348 | 164,850 | 2,998.4% | $1,589.81万 | 加仓 |
| CTAS | CINTAS CORP | $1,635.21万 | 0.20% | 96,678 | 17,498 | 22.1% | $295.96万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1,634.00万 | 0.20% | 77,327 | -13,652 | -15.0% | -$288.48万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,617.77万 | 0.20% | 93,784 | 66,171 | 239.6% | $1,141.45万 | 加仓 |
| CPRT | COPART INC | $1,606.74万 | 0.20% | 483,957 | 171,786 | 55.0% | $570.33万 | 加仓 |
| NRG | NRG ENERGY INC | $1,551.36万 | 0.19% | 106,156 | 64,140 | 152.7% | $937.34万 | 加仓 |
| MCK | MCKESSON CORP | $1,548.48万 | 0.19% | 17,894 | 11,057 | 161.7% | $956.83万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1,544.81万 | 0.19% | 806,266 | 795,160 | 7,159.7% | $1,523.53万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $1,537.89万 | 0.19% | 152,644 | 118,564 | 347.9% | $1,194.53万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,522.52万 | 0.19% | 112,396 | 68,239 | 154.5% | $924.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,492.82万 | 0.19% | 71,739 | 68,557 | 2,154.5% | $1,426.60万 | 重新持有 |
| CCL | CARNIVAL CORP | $1,473.13万 | 0.18% | 569,216 | 15,969 | 2.9% | $41.33万 | 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 |
| VLTO | VERALTO CORP | $1,447.16万 | 0.18% | 163,669 | 16,181 | 11.0% | $143.07万 | 加仓 |
| COHR | COHERENT CORP | $1,443.91万 | 0.18% | 60,615 | 59,311 | 4,548.4% | $1,412.85万 | 加仓 |
| BX | BLACKSTONE INC | $1,432.92万 | 0.18% | 124,613 | 124,613 | — | $1,432.92万 | 新建仓 |
| HRI | HERC HLDGS INC | $1,426.76万 | 0.18% | 143,321 | 139,075 | 3,275.4% | $1,384.49万 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD | $1,420.94万 | 0.18% | 47,806 | -23,067 | -32.5% | -$685.62万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $1,385.81万 | 0.17% | 307,480 | 119,552 | 63.6% | $538.82万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,371.42万 | 0.17% | 190,661 | 145,435 | 321.6% | $1,046.11万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,349.66万 | 0.17% | 148,854 | 148,854 | — | $1,349.66万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $1,345.73万 | 0.17% | 44,221 | 37,401 | 548.4% | $1,138.19万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1,338.11万 | 0.17% | 364,111 | 355,643 | 4,199.8% | $1,306.99万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,336.79万 | 0.17% | 70,506 | 3,266 | 4.9% | $61.92万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,331.40万 | 0.17% | 156,213 | 124,565 | 393.6% | $1,061.67万 | 重新持有 |
| HEI/A | HEICO CORP NEW | $1,316.99万 | 0.16% | 62,390 | 16,625 | 36.3% | $350.94万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,314.06万 | 0.16% | 115,289 | 6,176 | 5.7% | $70.39万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,307.47万 | 0.16% | 72,637 | 66,860 | 1,157.3% | $1,203.48万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $1,287.33万 | 0.16% | 194,725 | 155,830 | 400.6% | $1,030.19万 | 加仓 |
| CHWY | CHEWY INC | $1,280.09万 | 0.16% | 474,108 | -454 | -0.1% | -$1.23万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1,270.55万 | 0.16% | 82,988 | 73,294 | 756.1% | $1,122.13万 | 加仓 |
| U | UNITY SOFTWARE INC | $1,263.99万 | 0.16% | 576,114 | 567,132 | 6,314.1% | $1,244.29万 | 加仓 |
| NOK | NOKIA CORP | $1,256.87万 | 0.16% | 1,563,273 | 1,525,908 | 4,083.8% | $1,226.83万 | 重新持有 |
| — | TAYLOR MORRISON HOME CORP | $1,254.77万 | 0.16% | 215,449 | 31,886 | 17.4% | $185.70万 | 加仓 |
| EQT | EQT CORP | $1,251.18万 | 0.16% | 196,603 | 79,259 | 67.5% | $504.40万 | 加仓 |
| NI | NISOURCE INC | $1,248.14万 | 0.16% | 267,497 | 218,872 | 450.1% | $1,021.26万 | 加仓 |
| JBL | JABIL INC | $1,237.17万 | 0.15% | 46,575 | 25,895 | 125.2% | $687.85万 | 加仓 |
| FFIV | F5 INC | $1,233.21万 | 0.15% | 42,623 | 1,090 | 2.6% | $31.54万 | 加仓 |
| EQIX | EQUINIX INC | $1,221.87万 | 0.15% | 12,465 | -73,448 | -85.5% | -$7,199.67万 | 减仓 |
| GOOGL | ALPHABET INC | $1,220.26万 | 0.15% | 42,435 | 30,601 | 258.6% | $879.96万 | 加仓 |
| WWD | WOODWARD INC | $1,218.40万 | 0.15% | 34,041 | 2,851 | 9.1% | $102.04万 | 加仓 |
| SNDK | SANDISK CORP | $1,189.48万 | 0.15% | 18,722 | -78,341 | -80.7% | -$4,977.32万 | 减仓 |
| ALV | AUTOLIV INC | $1,187.77万 | 0.15% | 112,949 | 72,845 | 181.6% | $766.04万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,180.92万 | 0.15% | 56,498 | -24,658 | -30.4% | -$515.40万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1,163.02万 | 0.15% | 61,630 | -33,196 | -35.0% | -$626.44万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,161.69万 | 0.15% | 9,211 | 8,047 | 691.3% | $1,014.89万 | 加仓 |
| PPL | PPL CORP | $1,156.16万 | 0.14% | 302,660 | 273,508 | 938.2% | $1,044.80万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,153.44万 | 0.14% | 73,337 | 70,267 | 2,288.8% | $1,105.16万 | 重新持有 |
| FLUT | FLUTTER ENTMT PLC | $1,147.60万 | 0.14% | 112,565 | 111,386 | 9,447.5% | $1,135.58万 | 加仓 |
| DOO | BRP INC | $1,143.44万 | 0.14% | 159,232 | 27,414 | 20.8% | $196.86万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1,136.97万 | 0.14% | 499,326 | 499,326 | — | $1,136.97万 | 新建仓 |
| MDB | MONGODB INC | $1,127.04万 | 0.14% | 46,045 | -40,852 | -47.0% | -$999.93万 | 减仓 |
| GGB | GERDAU SA | $1,126.39万 | 0.14% | 3,120,182 | 3,072,303 | 6,416.8% | $1,109.10万 | 加仓 |
| TOL | TOLL BROTHERS INC | $1,124.02万 | 0.14% | 82,364 | 62,736 | 319.6% | $856.16万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $1,121.04万 | 0.14% | 54,988 | 53,759 | 4,374.2% | $1,095.98万 | 重新持有 |
| BRBR | BELLRING BRANDS INC | $1,119.93万 | 0.14% | 696,038 | 562,427 | 420.9% | $904.95万 | 加仓 |
| WULF | TERAWULF INC | $1,115.83万 | 0.14% | 773,271 | 291,756 | 60.6% | $421.00万 | 加仓 |
| CMI | CUMMINS INC | $1,114.35万 | 0.14% | 20,712 | 13,729 | 196.6% | $738.65万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $1,114.11万 | 0.14% | 741,255 | 173,867 | 30.6% | $261.32万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,107.26万 | 0.14% | 227,131 | 121,529 | 115.1% | $592.45万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $1,107.07万 | 0.14% | 41,726 | 17,279 | 70.7% | $458.45万 | 加仓 |
| SN | SHARKNINJA INC | $1,095.56万 | 0.14% | 103,452 | 87,833 | 562.3% | $930.15万 | 重新持有 |
| VRSN | VERISIGN INC | $1,075.52万 | 0.13% | 43,305 | 36,789 | 564.6% | $913.69万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,075.39万 | 0.13% | 32,502 | 12,303 | 60.9% | $407.07万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1,074.01万 | 0.13% | 155,226 | 30,962 | 24.9% | $214.23万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,062.72万 | 0.13% | 131,917 | 99,734 | 309.9% | $803.46万 | 加仓 |
| NDSN | NORDSON CORP | $1,058.47万 | 0.13% | 39,783 | 25,211 | 173.0% | $670.76万 | 加仓 |
| HUBS | HUBSPOT INC | $1,056.05万 | 0.13% | 43,263 | 34,098 | 372.0% | $832.33万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $1,052.25万 | 0.13% | 103,762 | 72,620 | 233.2% | $736.44万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1,025.04万 | 0.13% | 336,630 | 166,809 | 98.2% | $507.93万 | 加仓 |
| DHT | DHT HOLDINGS INC | $1,021.76万 | 0.13% | 559,257 | 323,044 | 136.8% | $590.20万 | 加仓 |
| TPR | TAPESTRY INC | $1,013.72万 | 0.13% | 71,839 | 56,455 | 367.0% | $796.64万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,004.91万 | 0.13% | 133,827 | 111,636 | 503.1% | $838.27万 | 加仓 |
| ATI | ATI INC | $1,002.87万 | 0.13% | 68,945 | 31,519 | 84.2% | $458.48万 | 加仓 |
| ROST | ROSS STORES INC | $993.73万 | 0.12% | 45,872 | 28,136 | 158.6% | $609.51万 | 加仓 |
| AAPL | APPLE INC | $991.20万 | 0.12% | 39,056 | 22,857 | 141.1% | $580.09万 | 加仓 |
| ROKU | ROKU INC | $987.51万 | 0.12% | 104,366 | -148,825 | -58.8% | -$1,408.18万 | 减仓 |
| NTNX | NUTANIX INC | $984.24万 | 0.12% | 258,942 | 258,942 | — | $984.24万 | 新建仓 |