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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -4,529 | -100.0% | -$38.96万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -4,581 | -100.0% | -$38.77万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -1,772 | -100.0% | -$38.60万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -1,451 | -100.0% | -$38.50万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -2,689 | -100.0% | -$36.86万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -3,288 | -100.0% | -$36.43万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -15,995 | -100.0% | -$36.29万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -1,770 | -100.0% | -$36.14万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$34.02万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -840 | -100.0% | -$33.56万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -1,691 | -100.0% | -$33.02万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -50,721 | -100.0% | -$32.46万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -6,078 | -100.0% | -$32.34万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -11,659 | -100.0% | -$32.30万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -3,867 | -100.0% | -$31.78万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -987 | -100.0% | -$31.76万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -2,070 | -100.0% | -$31.68万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -925 | -100.0% | -$30.23万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -7,513 | -100.0% | -$30.08万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -1,239 | -100.0% | -$29.51万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -437 | -100.0% | -$28.01万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,478 | -100.0% | -$25.96万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -6,748 | -100.0% | -$25.14万 | 清仓 |
| SBET | SHARPLINK INC | $0 | 0.00% | 0 | -38,720 | -100.0% | -$24.97万 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -2,072 | -100.0% | -$24.84万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -1,416 | -100.0% | -$24.58万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -1,795 | -100.0% | -$23.85万 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -11,623 | -100.0% | -$23.80万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -11,108 | -100.0% | -$23.40万 | 清仓 |