Qsemble Capital Management, LP
New York NY · SEC CIK 0001766159
$13.08亿2026Q1 申报市值
430持仓数
10.1%前十大占比 · 第一大 1.1%
126 / 158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
AIG 新建仓+$1,300.12万
PNC 新建仓+$1,204.55万
DHR 加仓+$1,195.92万
IBKR 新建仓+$1,164.55万
DIS 新建仓+$1,144.09万
2026Q1 卖出最多 按季末市值估算
LNG 减仓-$1,573.31万
CF 减仓-$1,301.67万
SHW 清仓-$1,275.80万
ETN 清仓-$1,253.56万
DOV 重新持有-$1,246.76万
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 |
|---|---|---|---|---|---|---|---|---|
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -115,553 | -100.0% | -$132.42万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -15,904 | -100.0% | -$123.10万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -15,023 | -100.0% | -$120.60万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -55,729 | -100.0% | -$119.65万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -6,645 | -100.0% | -$115.31万 | 清仓 |
| CIFR | CIPHER MINING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -21,281 | -100.0% | -$112.02万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -8,462 | -100.0% | -$111.61万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -12,313 | -100.0% | -$108.61万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -33,150 | -100.0% | -$107.64万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -4,719 | -100.0% | -$107.60万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -2,885 | -100.0% | -$106.62万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -32,703 | -100.0% | -$105.60万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -6,325 | -100.0% | -$105.00万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,838 | -100.0% | -$104.93万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -3,560 | -100.0% | -$103.31万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -1,648 | -100.0% | -$102.61万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -4,360 | -100.0% | -$100.22万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -13,886 | -100.0% | -$99.44万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -15,430 | -100.0% | -$97.84万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QXO | QXO INC | $0 | 0.00% | 0 | -49,195 | -100.0% | -$94.90万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -22,702 | -100.0% | -$94.67万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -5,266 | -100.0% | -$93.49万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -48,023 | -100.0% | -$91.77万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -3,169 | -100.0% | -$89.78万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -48,913 | -100.0% | -$87.02万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -3,670 | -100.0% | -$83.95万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -27,053 | -100.0% | -$80.64万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -7,906 | -100.0% | -$78.99万 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -7,014 | -100.0% | -$76.24万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -40,445 | -100.0% | -$76.16万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -354 | -100.0% | -$75.97万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -10,463 | -100.0% | -$72.61万 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -2,127 | -100.0% | -$68.03万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -17,890 | -100.0% | -$67.57万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -17,467 | -100.0% | -$67.54万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -2,946 | -100.0% | -$67.49万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -6,489 | -100.0% | -$67.41万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$66.60万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -851 | -100.0% | -$65.69万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -51,519 | -100.0% | -$64.14万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -4,412 | -100.0% | -$62.58万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -39,592 | -100.0% | -$61.88万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -177 | -100.0% | -$60.03万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -20,136 | -100.0% | -$58.39万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -5,156 | -100.0% | -$58.20万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -1,848 | -100.0% | -$57.46万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -19,305 | -100.0% | -$54.52万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -3,407 | -100.0% | -$53.78万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -10,584 | -100.0% | -$52.88万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -6,212 | -100.0% | -$52.79万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -1,264 | -100.0% | -$51.00万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$48.45万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RH | RH | $0 | 0.00% | 0 | -2,578 | -100.0% | -$46.18万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -3,595 | -100.0% | -$45.07万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -2,562 | -100.0% | -$44.40万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -1,088 | -100.0% | -$42.79万 | 清仓 |
| OSK | OSHKOSH CORP | $0 | 0.00% | 0 | -3,278 | -100.0% | -$41.18万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -18,069 | -100.0% | -$39.23万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -2,765 | -100.0% | -$38.67万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -1,316 | -100.0% | -$38.01万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -4,096 | -100.0% | -$37.52万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -6,039 | -100.0% | -$37.42万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -12,533 | -100.0% | -$36.96万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -3,392 | -100.0% | -$36.12万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $0 | 0.00% | 0 | -30,168 | -100.0% | -$35.24万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -4,056 | -100.0% | -$34.78万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |