Sagefield Capital LP
DALLAS TX · SEC CIK 0001771179
$13.49亿2026Q2 申报市值
107持仓数
32.4%前十大占比 · 第一大 5.4%
28 / 33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
NUVALENT INC 新建仓+$2,426.54万
APOGEE THERAPEUT 新建仓+$2,059.11万
CATALYST PHARMAC 新建仓+$1,789.88万
SLAB 加仓+$1,712.31万
AEE 新建仓+$1,512.23万
2026Q2 卖出最多 按季末市值估算
COTERRA ENERGY I 清仓-$3,571.79万
TRI POINTE HOMES 清仓-$2,782.58万
CSG SYS INTL INC 清仓-$2,594.10万
SEALED AIR CORP 清仓-$2,184.48万
MASIMO CORP 清仓-$2,174.28万
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 |
|---|---|---|---|---|---|---|---|---|
| EOSE | EOS ENERGY ENTERPRISES INC | $148.54万 | 0.11% | 252,617 | 8,696 | 3.6% | $5.11万 | 加仓 |
| — | DOUBLEDOWN INTERACTIVE CO LT | $148.28万 | 0.11% | 129,164 | 129,164 | — | $148.28万 | 新建仓 |
| PHM | PULTE GROUP INC | $96.88万 | 0.07% | 7,061 | 7,061 | — | $96.88万 | 新建仓 |
| LEN | LENNAR CORP | $80.15万 | 0.06% | 8,857 | 8,857 | — | $80.15万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $79.34万 | 0.06% | 39,907 | -48,152 | -54.7% | -$95.73万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $75.59万 | 0.06% | 25,045 | 25,045 | — | $75.59万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $67.40万 | 0.05% | 8,305 | 8,305 | — | $67.40万 | 新建仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -1,016,447 | -100.0% | -$3,571.79万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -595,459 | -100.0% | -$2,782.58万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -324,506 | -100.0% | -$2,594.10万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -519,497 | -100.0% | -$2,184.48万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -122,240 | -100.0% | -$2,174.28万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -244,974 | -100.0% | -$1,851.76万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -1,021,016 | -100.0% | -$1,476.39万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -1,263,180 | -100.0% | -$1,366.76万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -220,773 | -100.0% | -$1,051.32万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -113,079 | -100.0% | -$875.23万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -65,097 | -100.0% | -$747.44万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -169,401 | -100.0% | -$705.56万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -18,928 | -100.0% | -$674.18万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -52,332 | -100.0% | -$605.85万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -223,470 | -100.0% | -$596.44万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -90,694 | -100.0% | -$588.97万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -114,869 | -100.0% | -$495.77万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS INC | $0 | 0.00% | 0 | -196,978 | -100.0% | -$465.85万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -41,749 | -100.0% | -$420.62万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -104,065 | -100.0% | -$418.65万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -41,525 | -100.0% | -$375.34万 | 清仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $0 | 0.00% | 0 | -231,244 | -100.0% | -$365.37万 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE | $0 | 0.00% | 0 | -205,809 | -100.0% | -$305.42万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -16,960 | -100.0% | -$304.48万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS INC | $0 | 0.00% | 0 | -110,199 | -100.0% | -$236.27万 | 清仓 |
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -33,867 | -100.0% | -$170.69万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -11,648 | -100.0% | -$158.52万 | 清仓 |
| SCHL | SCHOLASTIC CORP | $0 | 0.00% | 0 | -23,859 | -100.0% | -$93.19万 | 清仓 |
| BELFA | BEL FUSE INC | $0 | 0.00% | 0 | -4,416 | -100.0% | -$79.58万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -158,226 | -100.0% | -$73.10万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -1,207 | -100.0% | -$20.77万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -3,153 | -100.0% | -$4.84万 | 清仓 |
| FSUN | FIRSTSUN CAP BANCORP | $0 | 0.00% | 0 | -68 | -100.0% | -$2,479 | 清仓 |