Engle Capital Management, L.P.
GREENWICH CT · SEC CIK 0001684868
$3.64亿2026Q2 申报市值
20持仓数
81.3%前十大占比 · 第一大 18.3%
3 / 5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
CDNL 加仓+$1,221.35万
ROAD 加仓+$1,105.96万
RMIX 新建仓+$649.10万
GOOGL 加仓+$593.81万
DY 新建仓+$463.12万
2026Q2 卖出最多 按季末市值估算
LGN 减仓-$1,265.67万
FIX 减仓-$1,185.80万
FPS 清仓-$1,061.33万
FLS 减仓-$793.51万
STRL 减仓-$780.94万
2026Q2 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 | $6,657.14万 | 18.28% | 2,695,200 | -254,900 | -8.6% | -$629.60万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | $4,216.91万 | 11.58% | 447,655 | 129,655 | 40.8% | $1,221.35万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $3,540.75万 | 9.72% | 298,118 | 93,118 | 45.4% | $1,105.96万 | 加仓 |
| TBBB | BBB FOODS INC | $3,231.82万 | 8.88% | 775,574 | 60,574 | 8.5% | $252.41万 | 加仓 |
| LGN | LEGENCE CORP | $3,087.02万 | 8.48% | 362,199 | -148,501 | -29.1% | -$1,265.67万 | 减仓 |
| TLN | TALEN ENERGY CORP | $2,090.37万 | 5.74% | 54,400 | -8,102 | -13.0% | -$311.33万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $1,889.64万 | 5.19% | 771,283 | -5,717 | -0.7% | -$14.01万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,863.10万 | 5.12% | 127,802 | -36,198 | -22.1% | -$527.69万 | 减仓 |
| GOOGL | ALPHABET INC | $1,535.55万 | 4.22% | 42,968 | 16,616 | 63.1% | $593.81万 | 加仓 |
| HUT | HUT 8 CORP | $1,504.70万 | 4.13% | 130,339 | -19,461 | -13.0% | -$224.67万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,443.36万 | 3.96% | 17,196 | -9,304 | -35.1% | -$780.94万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $1,240.80万 | 3.41% | 300,000 | 62,784 | 26.5% | $259.67万 | 加仓 |
| FLS | FLOWSERVE CORP | $1,060.49万 | 2.91% | 143,000 | -107,000 | -42.8% | -$793.51万 | 减仓 |
| RMIX | SUNCRETE INC | $649.10万 | 1.78% | 288,104 | 288,104 | — | $649.10万 | 新建仓 |
| CCJ | CAMECO CORP | $553.42万 | 1.52% | 54,347 | 23,514 | 76.3% | $239.45万 | 加仓 |
| MRX | MAREX GROUP PLC | $481.73万 | 1.32% | 79,037 | -121,959 | -60.7% | -$743.34万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $479.04万 | 1.32% | 2,417 | -5,983 | -71.2% | -$1,185.80万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $463.12万 | 1.27% | 9,160 | 9,160 | — | $463.12万 | 新建仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $334.38万 | 0.92% | 146,787 | 146,787 | — | $334.38万 | 新建仓 |
| CVNA | CARVANA CO | $87.65万 | 0.24% | 13,316 | -46,684 | -77.8% | -$307.27万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -362,600 | -100.0% | -$1,061.33万 | 清仓 |
| FRMI | FERMI INC | $0 | 0.00% | 0 | -1,015,000 | -100.0% | -$592.76万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -66,800 | -100.0% | -$374.21万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -6,500 | -100.0% | -$371.88万 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$219.30万 | 清仓 |