CenterBook Partners LP
GREENWICH CT · SEC CIK 0001872738
$20.35亿2026Q2 申报市值
693持仓数
18.1%前十大占比 · 第一大 2.5%
237 / 215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
MA 新建仓+$2,627.63万
NFLX 加仓+$2,387.37万
SPCX 新建仓+$2,065.20万
LITE 加仓+$2,030.77万
TXN 加仓+$1,882.37万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$3,933.34万
AMD 减仓-$3,241.01万
FCEL 减仓-$3,162.94万
XMTR 减仓-$2,605.93万
APH 减仓-$2,599.03万
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 |
|---|---|---|---|---|---|---|---|---|
| CNM | CORE & MAIN INC | $33.51万 | 0.02% | 6,946 | -40,866 | -85.5% | -$197.18万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $33.73万 | 0.02% | 8,864 | 8,864 | — | $33.73万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $34.62万 | 0.02% | 4,034 | -130,939 | -97.0% | -$1,123.59万 | 减仓 |
| TTAN | SERVICETITAN INC | $34.66万 | 0.02% | 4,902 | -6,789 | -58.1% | -$48.00万 | 减仓 |
| MAS | MASCO CORP | $34.85万 | 0.02% | 4,283 | -44,893 | -91.3% | -$365.29万 | 减仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $34.89万 | 0.02% | 55,910 | 55,910 | — | $34.89万 | 新建仓 |
| NTR | NUTRIEN LTD | $34.95万 | 0.02% | 5,552 | 2,202 | 65.7% | $13.86万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $35.51万 | 0.02% | 2,020 | 257 | 14.6% | $4.52万 | 加仓 |
| HEI | HEICO CORP NEW | $35.73万 | 0.02% | 1,003 | -120 | -10.7% | -$4.27万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $35.75万 | 0.02% | 7,728 | -6,193 | -44.5% | -$28.65万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $35.89万 | 0.02% | 1,335 | 442 | 49.5% | $11.88万 | 加仓 |
| SMTC | SEMTECH CORP | $35.96万 | 0.02% | 2,222 | -2,613 | -54.0% | -$42.29万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $35.97万 | 0.02% | 33,902 | -35,731 | -51.3% | -$37.91万 | 减仓 |
| VNO | VORNADO RLTY TR | $36.03万 | 0.02% | 9,167 | 9,167 | — | $36.03万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $36.18万 | 0.02% | 2,436 | 2,436 | — | $36.18万 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $36.36万 | 0.02% | 5,251 | -3,912 | -42.7% | -$27.09万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $36.42万 | 0.02% | 1,102 | 1,102 | — | $36.42万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $36.99万 | 0.02% | 9,513 | 3,556 | 59.7% | $13.83万 | 加仓 |
| LXU | LSB INDS INC | $37.02万 | 0.02% | 34,248 | -32,748 | -48.9% | -$35.40万 | 减仓 |
| PPL | PPL CORP | $37.07万 | 0.02% | 10,198 | 10,198 | — | $37.07万 | 新建仓 |
| FROG | JFROG LTD | $37.54万 | 0.02% | 4,131 | 4,131 | — | $37.54万 | 新建仓 |
| AME | AMETEK INC | $37.60万 | 0.02% | 1,554 | -2,281 | -59.5% | -$55.19万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $37.84万 | 0.02% | 1,081 | 1,081 | — | $37.84万 | 新建仓 |
| PLGO | PELAGOS INS CAP LTD | $37.91万 | 0.02% | 15,570 | 15,570 | — | $37.91万 | 新建仓 |
| GAP | GAP INC | $37.91万 | 0.02% | 20,297 | 20,297 | — | $37.91万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $38.00万 | 0.02% | 9,025 | 9,025 | — | $38.00万 | 新建仓 |
| VPG | VISHAY PRECISION GROUP INC | $38.18万 | 0.02% | 2,547 | -41,813 | -94.3% | -$626.82万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $38.29万 | 0.02% | 42,312 | -30,942 | -42.2% | -$28.00万 | 减仓 |
| RH | RH | $38.30万 | 0.02% | 2,325 | -32,697 | -93.4% | -$538.62万 | 重新持有 |
| ADUS | ADDUS HOMECARE CORP | $38.35万 | 0.02% | 3,817 | -2,181 | -36.4% | -$21.91万 | 减仓 |
| EME | EMCOR GROUP INC | $38.51万 | 0.02% | 464 | -4,872 | -91.3% | -$404.32万 | 重新持有 |
| AIN | ALBANY INTL CORP | $38.63万 | 0.02% | 5,185 | 50 | 1.0% | $3,725 | 加仓 |
| AOS | SMITH A O CORP | $38.70万 | 0.02% | 6,171 | -1,087 | -15.0% | -$6.82万 | 减仓 |
| ALKS | ALKERMES PLC | $38.79万 | 0.02% | 7,403 | -31,222 | -80.8% | -$163.59万 | 减仓 |
| CMI | CUMMINS INC | $38.80万 | 0.02% | 544 | -2,477 | -82.0% | -$176.66万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $38.81万 | 0.02% | 7,978 | -12,785 | -61.6% | -$62.20万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $38.90万 | 0.02% | 1,344 | 1,344 | — | $38.90万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $38.97万 | 0.02% | 24,492 | 24,492 | — | $38.97万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $39.18万 | 0.02% | 7,848 | -6,711 | -46.1% | -$33.50万 | 重新持有 |
| DNN | DENISON MINES CORP | $39.33万 | 0.02% | 128,545 | -68,758 | -34.8% | -$21.04万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $39.38万 | 0.02% | 19,180 | -383 | -2.0% | -$7,863 | 减仓 |
| INOD | INNODATA INC | $39.84万 | 0.02% | 5,271 | 5,271 | — | $39.84万 | 新建仓 |
| WRB | BERKLEY W R CORP | $39.89万 | 0.02% | 5,656 | -66 | -1.2% | -$4,655 | 减仓 |
| SNPS | SYNOPSYS INC | $40.24万 | 0.02% | 902 | 902 | — | $40.24万 | 新建仓 |
| BMM | BLUE MOON METALS INC | $40.39万 | 0.02% | 63,215 | 63,215 | — | $40.39万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $40.90万 | 0.02% | 23,477 | -28,987 | -55.3% | -$50.50万 | 减仓 |
| JOYY | JOYY INC | $41.11万 | 0.02% | 6,229 | -6,105 | -49.5% | -$40.29万 | 减仓 |
| VEON | VEON LTD | $41.26万 | 0.02% | 7,903 | 7,903 | — | $41.26万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $41.37万 | 0.02% | 4,570 | -1,750 | -27.7% | -$15.84万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $41.41万 | 0.02% | 18,092 | 18,092 | — | $41.41万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $41.51万 | 0.02% | 21,113 | 21,113 | — | $41.51万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $42.04万 | 0.02% | 1,970 | -6,862 | -77.7% | -$146.44万 | 减仓 |
| ANDE | ANDERSONS INC | $42.54万 | 0.02% | 6,220 | 6,220 | — | $42.54万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $42.57万 | 0.02% | 3,776 | 3,776 | — | $42.57万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $42.92万 | 0.02% | 10,566 | 4,420 | 71.9% | $17.95万 | 加仓 |
| VLO | VALERO ENERGY CORP | $43.00万 | 0.02% | 1,651 | -5,400 | -76.6% | -$140.64万 | 重新持有 |
| NXE | NEXGEN ENERGY LTD | $43.15万 | 0.02% | 45,957 | -27,519 | -37.5% | -$25.84万 | 减仓 |
| ERO | ERO COPPER CORP | $43.25万 | 0.02% | 16,170 | -16,938 | -51.2% | -$45.31万 | 重新持有 |
| DLTR | DOLLAR TREE INC | $43.28万 | 0.02% | 3,578 | -21,710 | -85.9% | -$262.58万 | 减仓 |
| ADNT | ADIENT PLC | $43.41万 | 0.02% | 23,620 | -17,222 | -42.2% | -$31.65万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $43.67万 | 0.02% | 58,773 | 58,773 | — | $43.67万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $43.68万 | 0.02% | 9,268 | 9,268 | — | $43.68万 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $43.78万 | 0.02% | 28,502 | 28,502 | — | $43.78万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $43.79万 | 0.02% | 5,761 | 5,761 | — | $43.79万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $43.82万 | 0.02% | 3,704 | 743 | 25.1% | $8.79万 | 加仓 |
| ARGX | ARGENX SE | $44.07万 | 0.02% | 475 | -13,459 | -96.6% | -$1,248.69万 | 减仓 |
| AMRZ | AMRIZE LTD | $44.17万 | 0.02% | 8,288 | -11,051 | -57.1% | -$58.90万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $44.23万 | 0.02% | 7,451 | -26,001 | -77.7% | -$154.34万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $44.51万 | 0.02% | 42,111 | 42,111 | — | $44.51万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $44.68万 | 0.02% | 670 | -18 | -2.6% | -$1.20万 | 减仓 |
| CB | CHUBB LIMITED | $44.81万 | 0.02% | 1,315 | -11,078 | -89.4% | -$377.47万 | 减仓 |
| SLB | SLB LIMITED | $44.84万 | 0.02% | 9,644 | -1,635 | -14.5% | -$7.60万 | 减仓 |
| HAFN | HAFNIA LTD | $45.14万 | 0.02% | 67,976 | 5,229 | 8.3% | $3.47万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $45.15万 | 0.02% | 7,257 | -19,560 | -72.9% | -$121.70万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $45.21万 | 0.02% | 10,506 | -5,910 | -36.0% | -$25.43万 | 重新持有 |
| FLNC | FLUENCE ENERGY INC | $45.45万 | 0.02% | 22,864 | 22,864 | — | $45.45万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $45.69万 | 0.02% | 2,630 | -2,764 | -51.2% | -$48.01万 | 减仓 |
| GDS | GDS HLDGS LTD | $45.92万 | 0.02% | 15,291 | -161 | -1.0% | -$4,835 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $45.98万 | 0.02% | 7,134 | 7,134 | — | $45.98万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $46.30万 | 0.02% | 5,747 | -42,492 | -88.1% | -$342.32万 | 减仓 |
| SARO | STANDARDAERO INC | $46.62万 | 0.02% | 15,587 | -9,353 | -37.5% | -$27.97万 | 减仓 |
| CXW | CORECIVIC INC | $46.70万 | 0.02% | 15,371 | -13,450 | -46.7% | -$40.86万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $46.89万 | 0.02% | 7,229 | 3,169 | 78.1% | $20.56万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $47.40万 | 0.02% | 17,281 | 17,281 | — | $47.40万 | 新建仓 |
| VTOL | BRISTOW GROUP INC | $47.62万 | 0.02% | 11,525 | 4,986 | 76.3% | $20.60万 | 加仓 |
| LPG | DORIAN LPG LTD | $47.71万 | 0.02% | 13,718 | 5,381 | 64.5% | $18.72万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $47.84万 | 0.02% | 21,538 | 21,538 | — | $47.84万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $47.91万 | 0.02% | 16,220 | 16,220 | — | $47.91万 | 新建仓 |
| PRLB | PROTO LABS INC | $47.93万 | 0.02% | 5,880 | 5,880 | — | $47.93万 | 新建仓 |
| CDP | COPT DEFENSE PROPERTIES | $48.24万 | 0.02% | 13,256 | -43,124 | -76.5% | -$156.93万 | 减仓 |
| CRAI | CRA INTL INC | $48.45万 | 0.02% | 3,405 | 3,405 | — | $48.45万 | 新建仓 |
| ITT | ITT INC | $48.51万 | 0.02% | 2,453 | 891 | 57.0% | $17.62万 | 加仓 |
| SLM | SLM CORP | $48.59万 | 0.02% | 18,733 | -85,537 | -82.0% | -$221.88万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $48.76万 | 0.02% | 1,637 | -14,263 | -89.7% | -$424.88万 | 减仓 |
| CMBT | CMB.TECH NV | $48.78万 | 0.02% | 34,869 | 34,869 | — | $48.78万 | 新建仓 |
| SCSC | SCANSOURCE INC | $49.51万 | 0.02% | 9,505 | 9,505 | — | $49.51万 | 新建仓 |
| AN | AUTONATION INC | $49.87万 | 0.02% | 2,684 | 1,308 | 95.1% | $24.30万 | 加仓 |
| CBRE | CBRE GROUP INC | $50.08万 | 0.02% | 3,718 | -17,573 | -82.5% | -$236.69万 | 减仓 |
| RKT | ROCKET COS INC | $50.20万 | 0.02% | 31,876 | -183,483 | -85.2% | -$288.99万 | 重新持有 |
| CAMT | CAMTEK LTD | $50.37万 | 0.02% | 3,088 | 1,477 | 91.7% | $24.09万 | 加仓 |