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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -3,380 | -100.0% | -$34.27万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$34.27万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -5,058 | -100.0% | -$33.66万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -5,501 | -100.0% | -$33.52万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,503 | -100.0% | -$32.77万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -52,327 | -100.0% | -$32.23万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -6,650 | -100.0% | -$31.91万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,367 | -100.0% | -$31.79万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -32,563 | -100.0% | -$31.39万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -2,766 | -100.0% | -$31.09万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -6,701 | -100.0% | -$30.92万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -1,891 | -100.0% | -$30.22万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -14,152 | -100.0% | -$30.04万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -1,976 | -100.0% | -$29.32万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -2,641 | -100.0% | -$29.10万 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -16,419 | -100.0% | -$28.72万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -6,253 | -100.0% | -$28.48万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -7,250 | -100.0% | -$27.81万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -1,575 | -100.0% | -$26.91万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -3,828 | -100.0% | -$26.77万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCC | WARRIOR MET COAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -1,409 | -100.0% | -$24.57万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -858 | -100.0% | -$23.61万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,021 | -100.0% | -$23.14万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -847 | -100.0% | -$21.97万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -4,280 | -100.0% | -$21.57万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -581 | -100.0% | -$20.92万 | 清仓 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -483 | -100.0% | -$20.67万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -14,804 | -100.0% | -$20.53万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -1,181 | -100.0% | -$20.50万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |