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
ZION ZIONS BANCORPORATION NATL AS $655.32万0.08%113,732 102,813941.6% $592.41万 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $653.75万0.08%113,538 9,5129.1% $54.77万 重新持有
RSG REPUBLIC SVCS INC $648.89万0.08%29,627 -36,600-55.3% -$801.61万 减仓
MTB M & T BK CORP $647.98万0.08%31,346 31,346— $647.98万 新建仓
PAYC PAYCOM SOFTWARE INC $641.43万0.08%52,775 34,745192.7% $422.29万 加仓
CALX CALIX INC $634.62万0.08%129,541 -40,898-24.0% -$200.36万 减仓
IBN ICICI BANK LIMITED $634.59万0.08%245,015 25,09811.4% $65.00万 加仓
DY DYCOM INDS INC $630.31万0.08%18,603 -11,578-38.4% -$392.29万 减仓
SAIA SAIA INC $629.28万0.08%17,914 17,914— $629.28万 新建仓
— WARNER BROS DISCOVERY INC $627.03万0.08%228,344 -466,312-67.1% -$1,280.49万 减仓
YUMC YUM CHINA HLDGS INC $626.76万0.08%128,488 88,768223.5% $433.01万 加仓
DVN DEVON ENERGY CORP NEW $625.09万0.08%124,223 -342,887-73.4% -$1,725.41万 重新持有
LEA LEAR CORP $624.11万0.08%51,545 33,144180.1% $401.31万 重新持有
COF CAPITAL ONE FINL CORP $619.77万0.08%33,973 -14,907-30.5% -$271.95万 减仓
MZTI MARZETTI COMPANY $617.93万0.08%44,671 21,88596.0% $302.74万 加仓
VRTX VERTEX PHARMACEUTICALS INC $617.03万0.08%13,818 9,154196.3% $408.76万 加仓
ITUB ITAU UNIBANCO HLDG S A $615.76万0.08%734,793 683,0871,321.1% $572.43万 加仓
EPAC ENERPAC TOOL GROUP CORP $615.41万0.08%168,744 97,448136.7% $355.39万 加仓
FRO FRONTLINE PLC $615.13万0.08%176,457 83,88590.6% $292.42万 加仓
VIK VIKING HOLDINGS LTD $614.47万0.08%83,624 -145,909-63.6% -$1,072.14万 减仓
CPA COPA HOLDINGS SA $614.38万0.08%54,078 39,474270.3% $448.46万 加仓
ALB ALBEMARLE CORP $613.53万0.08%34,174 27,281395.8% $489.78万 加仓
DUOL DUOLINGO INC $612.35万0.08%62,123 57,3431,199.6% $565.23万 加仓
HL HECLA MINING COMPANY $610.47万0.08%327,682 140,86075.4% $262.42万 加仓
CVLT COMMVAULT SYS INC $609.97万0.08%78,312 56,946266.5% $443.55万 加仓
BCPC BALCHEM CORP $607.84万0.08%35,865 16,64186.6% $282.03万 加仓
— JANUS HENDERSON GROUP PLC $606.69万0.08%118,102 109,8951,339.0% $564.53万 重新持有
DDS DILLARDS INC $604.61万0.08%10,568 2,88337.5% $164.94万 加仓
VIAV VIAVI SOLUTIONS INC $601.78万0.08%180,823 -22,704-11.2% -$75.56万 减仓
BLK BLACKROCK INC $601.07万0.08%6,250 4,705304.5% $452.48万 加仓
MEDP MEDPACE HLDGS INC $593.66万0.07%12,363 -256-2.0% -$12.29万 减仓
PAGS PAGSEGURO DIGITAL LTD $591.19万0.07%590,010 175,86442.5% $176.22万 加仓
ARES ARES MANAGEMENT CORPORATION $585.81万0.07%53,695 47,421755.8% $517.36万 加仓
G GENPACT LIMITED $585.75万0.07%157,247 79,674102.7% $296.79万 加仓
IRTC IRHYTHM HOLDINGS INC $581.47万0.07%49,269 -27,850-36.1% -$328.69万 减仓
SHOP SHOPIFY INC $579.67万0.07%48,868 48,868— $579.67万 新建仓
HTGC HERCULES CAPITAL INC $578.94万0.07%391,972 259,284195.4% $382.96万 加仓
UNH UNITEDHEALTH GROUP INC $577.11万0.07%21,328 -12,744-37.4% -$344.84万 减仓
LOPE GRAND CANYON ED INC $575.06万0.07%33,821 -19,505-36.6% -$331.64万 减仓
ILMN ILLUMINA INC $575.04万0.07%46,653 -10,316-18.1% -$127.16万 减仓
DOCS DOXIMITY INC $573.12万0.07%245,975 68,12938.3% $158.74万 加仓
CF CF INDUSTRIES HOLD $572.36万0.07%44,082 9,25626.6% $120.18万 加仓
LITE LUMENTUM HLDGS INC $572.26万0.07%8,143 -30,901-79.1% -$2,171.60万 重新持有
SHV ISHARES TR $570.35万0.07%51,667 35,573221.0% $392.69万 重新持有
NTRA NATERA INC $568.85万0.07%28,444 -29,059-50.5% -$581.15万 减仓
TPG TPG INC $560.54万0.07%138,371 138,371— $560.54万 新建仓
HSY HERSHEY CO $558.18万0.07%26,850 -181,451-87.1% -$3,772.18万 减仓
MTH MERITAGE HOMES CORP $557.97万0.07%90,228 80,405818.5% $497.22万 重新持有
W WAYFAIR INC $556.97万0.07%74,055 -100,713-57.6% -$757.46万 减仓
FNB F N B CORP $553.12万0.07%330,815 330,815— $553.12万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $552.94万0.07%11,403 -36,208-76.0% -$1,755.76万 减仓
JHX JAMES HARDIE INDS PLC $551.90万0.07%291,394 -526,298-64.4% -$996.81万 减仓
MKC MCCORMICK & CO INC $550.71万0.07%109,181 -838,133-88.5% -$4,227.54万 减仓
WMB WILLIAMS COS INC $550.20万0.07%75,597 15,61026.0% $113.61万 加仓
M MACYS INC $549.27万0.07%303,633 171,114129.1% $309.55万 加仓
AMG AFFILIATED MANAGERS GROUP $548.92万0.07%19,838 -72,463-78.5% -$2,005.05万 减仓
EXPD EXPEDITORS INTL WASH INC $548.31万0.07%38,282 16,57676.4% $237.42万 加仓
TDG TRANSDIGM GROUP INC $544.94万0.07%4,702 3,953527.8% $458.14万 重新持有
MSCI MSCI INC $544.24万0.07%10,097 6,299165.9% $339.52万 加仓
FIVN FIVE9 INC $541.95万0.07%357,253 217,492155.6% $329.94万 加仓
— MASIMO CORP $541.13万0.07%30,423 -53,035-63.5% -$943.33万 减仓
PPC PILGRIMS PRIDE CORP $538.05万0.07%142,491 59,05670.8% $223.00万 加仓
VMC VULCAN MATLS CO $533.19万0.07%19,581 -198,006-91.0% -$5,391.70万 减仓
ECG EVERUS CONSTR GROUP $531.93万0.07%45,056 15,94054.7% $188.19万 加仓
CBZ CBIZ INC $523.65万0.07%195,028 171,586732.0% $460.71万 加仓
TMDX TRANSMEDICS GROUP INC $523.15万0.07%52,625 38,852282.1% $386.23万 加仓
TIGO MILLICOM INTL CELLULAR S A $522.05万0.07%69,662 69,662— $522.05万 新建仓
HLI HOULIHAN LOKEY INC $520.55万0.07%36,245 33,5081,224.3% $481.24万 加仓
VIRT VIRTU FINL INC $519.02万0.06%118,013 -58,348-33.1% -$256.61万 减仓
NU NU HLDGS LTD $518.37万0.06%360,733 -647,536-64.2% -$930.51万 减仓
NHI NATIONAL HEALTH INVS INC $517.55万0.06%64,006 43,358210.0% $350.59万 加仓
AEE AMEREN CORP $512.56万0.06%46,630 3,2027.4% $35.20万 加仓
PLTR PALANTIR TECHNOLOGIES INC $509.14万0.06%34,806 -32,630-48.4% -$477.31万 减仓
ZIM ZIM INTEGRATED SHIPPING SERV $508.04万0.06%192,804 87,63783.3% $230.92万 加仓
HUN HUNTSMAN CORP $505.90万0.06%380,087 -235,418-38.2% -$313.34万 减仓
GKOS GLAUKOS CORP $505.17万0.06%46,923 46,923— $505.17万 新建仓
UNFI UNITED NAT FOODS INC $504.35万0.06%111,928 63,075129.1% $284.22万 加仓
ENOV ENOVIS CORPORATION $504.04万0.06%221,554 149,569207.8% $340.27万 加仓
VC VISTEON CORP $502.51万0.06%55,154 52,9372,387.8% $482.31万 加仓
PEGA PEGASYSTEMS INC $500.14万0.06%117,515 117,515— $500.14万 新建仓
SHY ISHARES TR $500.09万0.06%60,565 48,303393.9% $398.84万 加仓
IGSB ISHARES TR $499.95万0.06%95,120 75,923395.5% $399.05万 加仓
DLR DIGITAL RLTY TR INC $498.59万0.06%27,667 27,667— $498.59万 新建仓
WLK WESTLAKE CORPORATION $496.47万0.06%42,499 -246,756-85.3% -$2,882.60万 减仓
TNET TRINET GROUP INC $493.21万0.06%135,387 73,617119.2% $268.19万 加仓
AN AUTONATION INC $492.93万0.06%25,245 -5,911-19.0% -$115.42万 减仓
QURE UNIQURE NV $490.10万0.06%299,757 256,401591.4% $419.22万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $490.04万0.06%60,536 -22,600-27.2% -$182.95万 减仓
PATH UIPATH INC $488.78万0.06%440,344 310,744239.8% $344.93万 加仓
GE GE AEROSPACE $488.65万0.06%17,220 11,650209.2% $330.59万 加仓
CHE CHEMED CORP NEW $487.85万0.06%12,915 9,436271.2% $356.44万 加仓
WING WINGSTOP INC $487.40万0.06%31,451 29,3661,408.4% $455.08万 重新持有
MOG/A MOOG INC $486.28万0.06%16,617 9,828144.8% $287.61万 加仓
AMBA AMBARELLA INC $483.57万0.06%93,943 -31,116-24.9% -$160.17万 减仓
CUBE CUBESMART $481.28万0.06%131,318 59,04181.7% $216.39万 加仓
— QORVO INC $479.84万0.06%61,995 -38,376-38.2% -$297.03万 减仓
GPI GROUP 1 AUTOMOTIVE INC $476.93万0.06%14,425 7,994124.3% $264.31万 加仓
SLAB SILICON LABORATORIES INC $476.25万0.06%22,880 7,85052.2% $163.40万 加仓
LRN STRIDE INC $475.09万0.06%53,883 -125,338-69.9% -$1,105.11万 减仓
IOSP INNOSPEC INC $472.31万0.06%64,682 14,82029.7% $108.22万 加仓