OCCUDO QUANTITATIVE STRATEGIES LP
FORT LAUDERDALE FL · SEC CIK 0001819697
$18.82亿2026Q2 申报市值
748持仓数
9.7%前十大占比 · 第一大 1.0%
220 / 265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
FLEX 新建仓+$1,696.99万
HNGE 加仓+$1,671.15万
NAVN 加仓+$1,647.53万
ISRG 加仓+$1,578.27万
WULF 新建仓+$1,523.75万
2026Q2 卖出最多 按季末市值估算
AMD 重新持有-$3,283.19万
SOLS 清仓-$2,076.43万
HPE 重新持有-$1,997.93万
MMM 清仓-$1,985.92万
AAL 减仓-$1,878.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -24,990 | -100.0% | -$166.63万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -21,848 | -100.0% | -$165.74万 | 清仓 |
| RBC | RBC BEARINGS INC | $0 | 0.00% | 0 | -2,764 | -100.0% | -$165.59万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -33,868 | -100.0% | -$163.11万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -28,543 | -100.0% | -$162.61万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -15,495 | -100.0% | -$162.31万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -96,581 | -100.0% | -$159.36万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -269,883 | -100.0% | -$159.23万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -2,203 | -100.0% | -$158.66万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -29,858 | -100.0% | -$158.25万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -17,052 | -100.0% | -$157.60万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -59,471 | -100.0% | -$156.41万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -62,710 | -100.0% | -$152.32万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -5,229 | -100.0% | -$150.88万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -10,427 | -100.0% | -$148.21万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -56,723 | -100.0% | -$147.14万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -40,366 | -100.0% | -$146.17万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -13,572 | -100.0% | -$139.06万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -65,508 | -100.0% | -$137.96万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | -4,940 | -100.0% | -$136.26万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,281 | -100.0% | -$134.55万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -4,967 | -100.0% | -$128.15万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -15,869 | -100.0% | -$126.16万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -45,364 | -100.0% | -$124.93万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -19,906 | -100.0% | -$118.54万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -3,581 | -100.0% | -$115.99万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -38,458 | -100.0% | -$115.91万 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -5,022 | -100.0% | -$114.59万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -20,161 | -100.0% | -$113.55万 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -36,553 | -100.0% | -$113.50万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -40,542 | -100.0% | -$106.83万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -21,419 | -100.0% | -$106.37万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -47,699 | -100.0% | -$105.61万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -5,065 | -100.0% | -$104.54万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -12,294 | -100.0% | -$100.63万 | 清仓 |
| LEA | LEAR CORP | $0 | 0.00% | 0 | -7,764 | -100.0% | -$98.70万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -164,128 | -100.0% | -$98.48万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -2,863 | -100.0% | -$96.62万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -24,228 | -100.0% | -$95.31万 | 清仓 |
| NJR | NEW JERSEY RES CORP | $0 | 0.00% | 0 | -16,707 | -100.0% | -$94.08万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -3,465 | -100.0% | -$94.02万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -18,056 | -100.0% | -$93.48万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,510 | -100.0% | -$92.40万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,922 | -100.0% | -$92.08万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -22,164 | -100.0% | -$89.88万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -4,107 | -100.0% | -$89.23万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -50,487 | -100.0% | -$87.95万 | 清仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -88,057 | -100.0% | -$87.70万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -3,371 | -100.0% | -$86.36万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -36,026 | -100.0% | -$83.83万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -9,386 | -100.0% | -$81.59万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -28,153 | -100.0% | -$81.56万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -4,225 | -100.0% | -$80.82万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -16,082 | -100.0% | -$79.91万 | 清仓 |
| CALY | CALLAWAY GOLF CO | $0 | 0.00% | 0 | -52,114 | -100.0% | -$79.73万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -11,863 | -100.0% | -$79.28万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -19,343 | -100.0% | -$79.09万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -12,975 | -100.0% | -$78.04万 | 清仓 |
| FHB | FIRST HAWAIIAN INC | $0 | 0.00% | 0 | -28,483 | -100.0% | -$77.70万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -173,819 | -100.0% | -$75.79万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -109,302 | -100.0% | -$74.65万 | 清仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,270 | -100.0% | -$74.55万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -9,599 | -100.0% | -$74.16万 | 清仓 |
| DAN | DANA INC | $0 | 0.00% | 0 | -20,002 | -100.0% | -$72.91万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -115,244 | -100.0% | -$72.83万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -8,744 | -100.0% | -$67.23万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -18,541 | -100.0% | -$66.91万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -54,898 | -100.0% | -$65.27万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -594 | -100.0% | -$65.13万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -43,445 | -100.0% | -$64.91万 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | -41,729 | -100.0% | -$64.85万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -24,219 | -100.0% | -$64.45万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -30,345 | -100.0% | -$63.39万 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -93,045 | -100.0% | -$61.87万 | 清仓 |
| MCHB | MECHANICS BANCORP | $0 | 0.00% | 0 | -41,121 | -100.0% | -$60.72万 | 清仓 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | -34,539 | -100.0% | -$60.31万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -4,704 | -100.0% | -$55.88万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -7,965 | -100.0% | -$54.31万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -4,729 | -100.0% | -$52.44万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -14,478 | -100.0% | -$51.99万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -10,840 | -100.0% | -$50.33万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -20,725 | -100.0% | -$50.15万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -7,014 | -100.0% | -$50.12万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -10,576 | -100.0% | -$49.59万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -16,334 | -100.0% | -$49.49万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -5,041 | -100.0% | -$49.46万 | 清仓 |
| NATL | NCR ATLEOS CORPORATION | $0 | 0.00% | 0 | -11,086 | -100.0% | -$49.20万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -4,761 | -100.0% | -$48.63万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -68,541 | -100.0% | -$48.53万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -39,987 | -100.0% | -$48.30万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -6,105 | -100.0% | -$48.11万 | 清仓 |
| GPGI | GPGI INC | $0 | 0.00% | 0 | -30,099 | -100.0% | -$46.44万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -32,724 | -100.0% | -$46.34万 | 清仓 |
| HTH | HILLTOP HLDGS INC | $0 | 0.00% | 0 | -12,003 | -100.0% | -$45.22万 | 清仓 |
| RRR | RED ROCK RESORTS INC | $0 | 0.00% | 0 | -8,292 | -100.0% | -$44.74万 | 清仓 |
| LTRX | LANTRONIX INC | $0 | 0.00% | 0 | -66,316 | -100.0% | -$44.50万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,770 | -100.0% | -$43.79万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -2,951 | -100.0% | -$42.77万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -18,036 | -100.0% | -$41.63万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -59,332 | -100.0% | -$41.30万 | 清仓 |