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 |
|---|---|---|---|---|---|---|---|---|
| CMF | ISHARES TR | $195.90万 | 0.03% | 33,986 | 22,170 | 187.6% | $127.79万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $195.85万 | 0.03% | 44,040 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $195.67万 | 0.03% | 4,399 | -15,419 | -77.8% | -$685.84万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $195.47万 | 0.03% | 15,708 | 781 | 5.2% | $9.72万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $195.33万 | 0.03% | 50,240 | -106,742 | -68.0% | -$415.01万 | 减仓 |
| OTEX | OPEN TEXT CORP | $194.99万 | 0.03% | 88,032 | 78,332 | 807.5% | $173.51万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $194.93万 | 0.03% | 22,732 | 22,732 | — | $194.93万 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $193.97万 | 0.03% | 46,493 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $193.11万 | 0.03% | 5,177 | -190,982 | -97.4% | -$7,124.01万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $192.85万 | 0.03% | 11,429 | 4,639 | 68.3% | $78.28万 | 加仓 |
| TNET | TRINET GROUP INC | $191.66万 | 0.02% | 38,726 | -96,661 | -71.4% | -$478.38万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $191.54万 | 0.02% | 60,327 | 46,435 | 334.3% | $147.43万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $191.51万 | 0.02% | 172,998 | 22,504 | 15.0% | $24.91万 | 加仓 |
| HELE | HELEN OF TROY LTD | $191.10万 | 0.02% | 65,737 | -108,263 | -62.2% | -$314.72万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $190.66万 | 0.02% | 13,407 | 11,403 | 569.0% | $162.16万 | 加仓 |
| PCVX | VAXCYTE INC | $190.57万 | 0.02% | 32,784 | 32,784 | — | $190.57万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $190.21万 | 0.02% | 2,507 | 2,117 | 542.8% | $160.62万 | 加仓 |
| TDC | TERADATA CORP DEL | $190.19万 | 0.02% | 54,890 | -39,142 | -41.6% | -$135.63万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $189.38万 | 0.02% | 69,167 | -61,019 | -46.9% | -$167.07万 | 重新持有 |
| STLA | STELLANTIS N.V | $189.36万 | 0.02% | 333,091 | 271,303 | 439.1% | $154.24万 | 加仓 |
| MKL | MARKEL GROUP INC | $189.25万 | 0.02% | 969 | 209 | 27.5% | $40.82万 | 加仓 |
| ADNT | ADIENT PLC | $188.86万 | 0.02% | 102,755 | -129,283 | -55.7% | -$237.62万 | 减仓 |
| HEI/A | HEICO CORP NEW | $188.51万 | 0.02% | 7,309 | -55,081 | -88.3% | -$1,420.59万 | 减仓 |
| SOLV | SOLVENTUM CORP | $188.11万 | 0.02% | 24,383 | 24,383 | — | $188.11万 | 新建仓 |
| CC | CHEMOURS CO | $188.07万 | 0.02% | 91,650 | 18,106 | 24.6% | $37.15万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $187.67万 | 0.02% | 19,020 | -7,374 | -27.9% | -$72.76万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $187.53万 | 0.02% | 211,900 | 106,394 | 100.8% | $94.16万 | 加仓 |
| HLN | HALEON PLC | $186.92万 | 0.02% | 200,344 | 200,344 | — | $186.92万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $186.05万 | 0.02% | 58,857 | 41,270 | 234.7% | $130.45万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $185.85万 | 0.02% | 35,624 | 35,624 | — | $185.85万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $185.85万 | 0.02% | 7,263 | -8,991 | -55.3% | -$230.06万 | 减仓 |
| VFC | V F CORP | $185.11万 | 0.02% | 110,980 | -1,651 | -1.5% | -$2.75万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $184.97万 | 0.02% | 6,582 | 5,209 | 379.4% | $146.39万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $184.49万 | 0.02% | 54,940 | 41,910 | 321.6% | $140.73万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $184.42万 | 0.02% | 25,750 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $184.21万 | 0.02% | 31,603 | 31,603 | — | $184.21万 | 新建仓 |
| BC | BRUNSWICK CORP | $184.14万 | 0.02% | 21,859 | 7,317 | 50.3% | $61.64万 | 加仓 |
| WAB | WABTEC | $184.11万 | 0.02% | 6,829 | 1,189 | 21.1% | $32.06万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $184.04万 | 0.02% | 131,362 | 91,411 | 228.8% | $128.07万 | 加仓 |
| MIDD | MIDDLEBY CORP | $184.03万 | 0.02% | 10,699 | 8,959 | 514.9% | $154.10万 | 加仓 |
| COHU | COHU INC | $183.87万 | 0.02% | 24,877 | -32,469 | -56.6% | -$239.98万 | 重新持有 |
| FRME | FIRST MERCHANTS CORP | $183.86万 | 0.02% | 42,082 | 21,110 | 100.7% | $92.23万 | 加仓 |
| CRVL | CORVEL CORP | $183.23万 | 0.02% | 29,307 | -41,179 | -58.4% | -$257.45万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $182.61万 | 0.02% | 34,006 | 7,132 | 26.5% | $38.30万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $182.31万 | 0.02% | 46,735 | 46,735 | — | $182.31万 | 新建仓 |
| ANNX | ANNEXON INC | $182.18万 | 0.02% | 319,057 | 144,916 | 83.2% | $82.75万 | 加仓 |
| CHYM | CHIME FINL INC | $180.96万 | 0.02% | 88,360 | 63,999 | 262.7% | $131.07万 | 重新持有 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $180.52万 | 0.02% | 61,633 | -22 | -0.0% | -$644 | 减仓 |
| ARHS | ARHAUS INC | $180.17万 | 0.02% | 213,976 | 75,371 | 54.4% | $63.46万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $179.87万 | 0.02% | 2,916 | -6,007 | -67.3% | -$370.54万 | 重新持有 |
| PL | PLANET LABS PBC | $179.80万 | 0.02% | 54,271 | -63,552 | -53.9% | -$210.55万 | 减仓 |
| BN | BROOKFIELD CORP | $179.77万 | 0.02% | 42,209 | 33,573 | 388.8% | $142.99万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $179.67万 | 0.02% | 120,499 | 88,394 | 275.3% | $131.80万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $179.35万 | 0.02% | 24,003 | 24,003 | — | $179.35万 | 新建仓 |
| MHO | M/I HOMES INC | $179.09万 | 0.02% | 11,138 | 3,517 | 46.1% | $56.55万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $179.04万 | 0.02% | 116,716 | 103,397 | 776.3% | $158.61万 | 加仓 |
| TDAY | USA TODAY CO INC | $178.30万 | 0.02% | 208,538 | 94,548 | 82.9% | $80.84万 | 加仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $177.75万 | 0.02% | 225,000 | -97,498 | -30.2% | -$77.02万 | 减仓 |
| IDA | IDACORP INC | $177.72万 | 0.02% | 11,746 | -20,226 | -63.3% | -$306.02万 | 减仓 |
| GRMN | GARMIN LTD | $177.01万 | 0.02% | 7,452 | 4,958 | 198.8% | $117.77万 | 加仓 |
| AAPL | APPLE INC | $176.80万 | 0.02% | 6,110 | -32,946 | -84.4% | -$953.33万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $176.63万 | 0.02% | 32,202 | -119,403 | -78.8% | -$654.93万 | 重新持有 |
| BAC | BANK OF AMER CORP | $175.90万 | 0.02% | 30,870 | -196,261 | -86.4% | -$1,118.30万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $175.72万 | 0.02% | 64,581 | -143,768 | -69.0% | -$391.19万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $175.00万 | 0.02% | 175,002 | -19,473 | -10.0% | -$19.47万 | 减仓 |
| BLBD | BLUE BIRD CORP | $174.95万 | 0.02% | 22,157 | -8,607 | -28.0% | -$67.96万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $173.15万 | 0.02% | 80,950 | 80,950 | — | $173.15万 | 新建仓 |
| APPN | APPIAN CORP | $172.39万 | 0.02% | 75,279 | -55,700 | -42.5% | -$127.55万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $171.37万 | 0.02% | 80,231 | -661,024 | -89.2% | -$1,411.95万 | 减仓 |
| LCII | LCI INDS | $170.75万 | 0.02% | 16,127 | 12,147 | 305.2% | $128.61万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $170.47万 | 0.02% | 288,448 | -393,068 | -57.7% | -$232.30万 | 重新持有 |
| PVH | PVH CORPORATION | $170.43万 | 0.02% | 22,950 | 12,950 | 129.5% | $96.17万 | 重新持有 |
| — | THERAVANCE BIOPHARMA INC | $170.23万 | 0.02% | 100,136 | -13,085 | -11.6% | -$22.24万 | 减仓 |
| SAM | BOSTON BEER INC | $170.13万 | 0.02% | 9,610 | 7,553 | 367.2% | $133.71万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $170.03万 | 0.02% | 38,750 | -637,263 | -94.3% | -$2,796.31万 | 减仓 |
| POST | POST HLDGS INC | $169.74万 | 0.02% | 19,232 | 19,232 | — | $169.74万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $169.57万 | 0.02% | 7,839 | -1,351 | -14.7% | -$29.22万 | 重新持有 |
| COUR | COURSERA INC | $168.62万 | 0.02% | 298,975 | 24,686 | 9.0% | $13.92万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $168.43万 | 0.02% | 4,428 | 4,428 | — | $168.43万 | 新建仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $168.15万 | 0.02% | 56,180 | -100,136 | -64.1% | -$299.71万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $167.21万 | 0.02% | 2,626 | -1,710 | -39.4% | -$108.88万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $167.10万 | 0.02% | 65,299 | 65,299 | — | $167.10万 | 新建仓 |
| BYD | BOYD GAMING CORP | $166.82万 | 0.02% | 18,886 | -4,783 | -20.2% | -$42.25万 | 减仓 |
| CPT | CAMDEN PPTY TR | $166.23万 | 0.02% | 14,519 | 3,414 | 30.7% | $39.09万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $166.15万 | 0.02% | 52,914 | 28,052 | 112.8% | $88.08万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $165.89万 | 0.02% | 102,654 | 39,299 | 62.0% | $63.51万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $165.68万 | 0.02% | 50,575 | 37,164 | 277.1% | $121.75万 | 重新持有 |
| KRC | KILROY REALTY CORP | $165.54万 | 0.02% | 44,180 | 23,990 | 118.8% | $89.89万 | 加仓 |
| FTDR | FRONTDOOR INC | $165.02万 | 0.02% | 21,268 | -55,271 | -72.2% | -$428.85万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $164.91万 | 0.02% | 67,172 | 57,010 | 561.0% | $139.96万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $164.78万 | 0.02% | 11,556 | 2,656 | 29.8% | $37.87万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $164.68万 | 0.02% | 10,487 | -12,130 | -53.6% | -$190.48万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $164.49万 | 0.02% | 11,826 | 11,826 | — | $164.49万 | 新建仓 |
| AYI | ACUITY INC | $163.40万 | 0.02% | 4,338 | -7,457 | -63.2% | -$280.88万 | 减仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $163.36万 | 0.02% | 175,660 | 142,648 | 432.1% | $132.66万 | 加仓 |
| DG | DOLLAR GEN CORP | $163.02万 | 0.02% | 14,162 | -93 | -0.7% | -$1.07万 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $162.80万 | 0.02% | 59,352 | 59,352 | — | $162.80万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $162.13万 | 0.02% | 48,557 | -40,898 | -45.7% | -$136.56万 | 减仓 |
| RDN | RADIAN GROUP INC | $161.72万 | 0.02% | 42,930 | -58,380 | -57.6% | -$219.92万 | 减仓 |
| VET | VERMILION ENERGY INC | $161.52万 | 0.02% | 172,429 | 117,219 | 212.3% | $109.80万 | 加仓 |