Engle Capital Management, L.P.
GREENWICH CT · SEC CIK 0001684868
$2.93亿2026Q1 申报市值
22持仓数
73.5%前十大占比 · 第一大 14.5%
3 / 9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
WULF 加仓+$3,625.68万
FLS 加仓+$1,426.09万
FPS 新建仓+$1,061.33万
CIFR 加仓+$907.59万
CDNL 加仓+$741.55万
2026Q1 卖出最多 按季末市值估算
VST 清仓-$1,774.63万
CNP 清仓-$1,322.73万
PPL 清仓-$700.40万
QXO 清仓-$690.58万
HLNE 清仓-$671.55万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | $4,256.99万 | 14.50% | 2,950,100 | 2,512,600 | 574.3% | $3,625.68万 | 加仓 |
| LGN | LEGENCE CORP | $2,883.41万 | 9.82% | 510,700 | -48,300 | -8.6% | -$272.70万 | 减仓 |
| TBBB | BBB FOODS INC | $2,528.95万 | 8.62% | 715,000 | -35,000 | -4.7% | -$123.80万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,277.96万 | 7.76% | 205,000 | 20,000 | 10.8% | $222.24万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2,249.75万 | 7.67% | 164,000 | 44,000 | 36.7% | $603.59万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1,995.25万 | 6.80% | 62,502 | -14,498 | -18.8% | -$462.82万 | 减仓 |
| FLS | FLOWSERVE CORP | $1,837.75万 | 6.26% | 250,000 | 194,000 | 346.4% | $1,426.09万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $1,261.03万 | 4.30% | 318,000 | 187,000 | 142.7% | $741.55万 | 加仓 |
| FIX | COMFORT SYSTEMS USA INC | $1,158.35万 | 3.95% | 8,400 | 900 | 12.0% | $124.11万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $1,131.99万 | 3.86% | 237,216 | 107,216 | 82.5% | $511.63万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,079.27万 | 3.68% | 26,500 | 16,167 | 156.5% | $658.43万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,061.33万 | 3.62% | 362,600 | 362,600 | — | $1,061.33万 | 新建仓 |
| CIFR | CIPHER MINING INC | $1,000.00万 | 3.41% | 777,000 | 705,200 | 982.2% | $907.59万 | 加仓 |
| MRX | MAREX GROUP PLC | $896.04万 | 3.05% | 200,996 | 10,096 | 5.3% | $45.01万 | 加仓 |
| GOOGL | ALPHABET INC | $757.78万 | 2.58% | 26,352 | 4,352 | 19.8% | $125.15万 | 加仓 |
| HUT | HUT 8 CORP | $702.71万 | 2.39% | 149,800 | 149,800 | — | $702.71万 | 新建仓 |
| FRMI | FERMI INC | $592.76万 | 2.02% | 1,015,000 | 1,015,000 | — | $592.76万 | 新建仓 |
| CVNA | CARVANA CO | $377.26万 | 1.29% | 12,000 | 6,000 | 100.0% | $188.63万 | 加仓 |
| AMRZ | AMRIZE LTD | $374.21万 | 1.28% | 66,800 | -12,500 | -15.8% | -$70.03万 | 重新持有 |
| META | META PLATFORMS INC | $371.88万 | 1.27% | 6,500 | -10,471 | -61.7% | -$599.08万 | 减仓 |
| CCJ | CAMECO CORP | $335.20万 | 1.14% | 30,833 | -15,397 | -33.3% | -$167.39万 | 减仓 |
| COMP | COMPASS INC | $219.30万 | 0.75% | 300,000 | -762,000 | -71.8% | -$557.02万 | 减仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -110,000 | -100.0% | -$1,774.63万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -345,000 | -100.0% | -$1,322.73万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -200,000 | -100.0% | -$700.40万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -358,000 | -100.0% | -$690.58万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$671.55万 | 清仓 |
| NU | NU HOLDINGS LTD | $0 | 0.00% | 0 | -393,000 | -100.0% | -$657.88万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -42,000 | -100.0% | -$490.10万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -78,000 | -100.0% | -$425.41万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -59,900 | -100.0% | -$146.87万 | 清仓 |