Qsemble Capital Management, LP
New York NY · SEC CIK 0001766159
$7.80亿2026Q2 申报市值
371持仓数
9.7%前十大占比 · 第一大 1.0%
100 / 236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
CTSH 新建仓+$811.62万
CME 新建仓+$793.57万
CSX 新建仓+$659.02万
PSX 加仓+$643.42万
Z 加仓+$636.14万
2026Q2 卖出最多 按季末市值估算
COST 清仓-$1,476.61万
PNC 减仓-$1,393.26万
WDC 重新持有-$1,357.66万
DVN 清仓-$1,252.26万
DIS 清仓-$1,144.09万
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 |
|---|---|---|---|---|---|---|---|---|
| EIX | EDISON INTL | $0 | 0.00% | 0 | -20,644 | -100.0% | -$151.07万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -7,296 | -100.0% | -$150.55万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -15,225 | -100.0% | -$150.51万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -29,643 | -100.0% | -$148.81万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -104,776 | -100.0% | -$147.11万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -8,383 | -100.0% | -$145.35万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -5,825 | -100.0% | -$142.58万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -26,209 | -100.0% | -$141.21万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -148,124 | -100.0% | -$141.16万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -31,054 | -100.0% | -$140.46万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -4,770 | -100.0% | -$139.13万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -23,459 | -100.0% | -$138.50万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$138.43万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -4,230 | -100.0% | -$135.03万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -4,737 | -100.0% | -$132.28万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -21,244 | -100.0% | -$127.40万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -6,395 | -100.0% | -$124.41万 | 清仓 |
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -34,711 | -100.0% | -$121.00万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -17,397 | -100.0% | -$120.56万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -14,569 | -100.0% | -$118.34万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -24,451 | -100.0% | -$114.70万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -1,277 | -100.0% | -$111.47万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -41,549 | -100.0% | -$110.15万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -16,517 | -100.0% | -$108.91万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -22,312 | -100.0% | -$108.01万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -2,780 | -100.0% | -$107.93万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -31,343 | -100.0% | -$103.28万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -10,154 | -100.0% | -$102.30万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -2,666 | -100.0% | -$101.28万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -39,477 | -100.0% | -$100.27万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -10,549 | -100.0% | -$99.29万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -22,280 | -100.0% | -$99.03万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -15,064 | -100.0% | -$97.36万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -27,239 | -100.0% | -$97.24万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -5,775 | -100.0% | -$95.91万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -6,816 | -100.0% | -$92.68万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -11,453 | -100.0% | -$91.68万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -45,288 | -100.0% | -$83.74万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -9,706 | -100.0% | -$82.52万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -10,373 | -100.0% | -$80.01万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -22,210 | -100.0% | -$78.00万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -46,196 | -100.0% | -$77.24万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -610 | -100.0% | -$76.93万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -3,733 | -100.0% | -$73.18万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -5,549 | -100.0% | -$72.74万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -8,628 | -100.0% | -$71.50万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -7,217 | -100.0% | -$71.14万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -27,460 | -100.0% | -$71.07万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -18,906 | -100.0% | -$69.69万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -1,492 | -100.0% | -$69.25万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -9,764 | -100.0% | -$67.48万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -3,526 | -100.0% | -$67.18万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,996 | -100.0% | -$65.65万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -3,082 | -100.0% | -$65.41万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -13,707 | -100.0% | -$64.33万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -4,389 | -100.0% | -$63.11万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -905 | -100.0% | -$61.64万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -1,778 | -100.0% | -$60.31万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -7,287 | -100.0% | -$60.24万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -3,999 | -100.0% | -$59.81万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -430 | -100.0% | -$59.30万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -3,104 | -100.0% | -$58.13万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -8,810 | -100.0% | -$58.07万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -793 | -100.0% | -$57.72万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -4,515 | -100.0% | -$56.81万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -7,044 | -100.0% | -$56.44万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -40,850 | -100.0% | -$56.21万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -3,814 | -100.0% | -$55.22万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -5,367 | -100.0% | -$54.50万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -4,597 | -100.0% | -$54.27万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -2,860 | -100.0% | -$53.97万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -5,456 | -100.0% | -$50.48万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -3,498 | -100.0% | -$49.97万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -7,015 | -100.0% | -$49.70万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -22,440 | -100.0% | -$48.52万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -7,509 | -100.0% | -$47.44万 | 清仓 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -2,695 | -100.0% | -$46.92万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -12,838 | -100.0% | -$46.76万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -2,357 | -100.0% | -$46.55万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -3,582 | -100.0% | -$46.44万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -2,645 | -100.0% | -$45.63万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -3,408 | -100.0% | -$45.18万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -2,129 | -100.0% | -$45.11万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -2,679 | -100.0% | -$44.20万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -9,479 | -100.0% | -$43.71万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -1,746 | -100.0% | -$43.60万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | -3,988 | -100.0% | -$43.09万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,736 | -100.0% | -$42.89万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -6,024 | -100.0% | -$42.88万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -6,687 | -100.0% | -$41.91万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -1,178 | -100.0% | -$41.38万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -3,203 | -100.0% | -$40.96万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -1,957 | -100.0% | -$40.79万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -3,789 | -100.0% | -$40.79万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -4,434 | -100.0% | -$40.64万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -706 | -100.0% | -$40.39万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,654 | -100.0% | -$40.37万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -10,700 | -100.0% | -$39.90万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -765 | -100.0% | -$39.90万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -9,986 | -100.0% | -$39.84万 | 清仓 |