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 |
|---|---|---|---|---|---|---|---|---|
| LYFT | LYFT INC | $131.61万 | 0.06% | 90,085 | -68,064 | -43.0% | -$99.44万 | 重新持有 |
| RMNI | RIMINI STR INC DEL | $132.41万 | 0.07% | 310,822 | 310,822 | — | $132.41万 | 新建仓 |
| — | ATAIBECKLEY INC | $135.24万 | 0.07% | 256,623 | -450,746 | -63.7% | -$237.54万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $136.38万 | 0.07% | 7,292 | 3,455 | 90.0% | $64.62万 | 加仓 |
| SE | SEA LTD | $136.77万 | 0.07% | 14,272 | -3,420 | -19.3% | -$32.77万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $137.66万 | 0.07% | 9,258 | 7,413 | 401.8% | $110.22万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $137.77万 | 0.07% | 44,300 | 44,300 | — | $137.77万 | 新建仓 |
| NTRA | NATERA INC | $138.41万 | 0.07% | 5,099 | -39,551 | -88.6% | -$1,073.61万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $140.99万 | 0.07% | 24,818 | -132,304 | -84.2% | -$751.62万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $141.75万 | 0.07% | 8,587 | 8,587 | — | $141.75万 | 新建仓 |
| ECVT | ECOVYST INC | $142.01万 | 0.07% | 114,064 | 114,064 | — | $142.01万 | 新建仓 |
| MOS | MOSAIC CO | $142.24万 | 0.07% | 67,124 | 38,786 | 136.9% | $82.19万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $142.55万 | 0.07% | 54,431 | 32,596 | 149.3% | $85.37万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $143.19万 | 0.07% | 8,926 | 7,735 | 649.5% | $124.08万 | 重新持有 |
| AGO | ASSURED GUARANTY LTD | $143.28万 | 0.07% | 17,874 | 17,874 | — | $143.28万 | 新建仓 |
| VLTO | VERALTO CORP | $144.41万 | 0.07% | 16,284 | -33,869 | -67.5% | -$300.35万 | 减仓 |
| INTC | INTEL CORP | $144.61万 | 0.07% | 10,357 | -172,025 | -94.3% | -$2,401.99万 | 减仓 |
| MDT | MEDTRONIC PLC | $146.20万 | 0.07% | 18,688 | -81,417 | -81.3% | -$636.93万 | 减仓 |
| GROY | GOLD ROYALTY CORP | $147.61万 | 0.07% | 534,812 | 534,812 | — | $147.61万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $149.91万 | 0.07% | 84,454 | -62,401 | -42.5% | -$110.76万 | 减仓 |
| ACM | AECOM | $150.42万 | 0.07% | 21,550 | 7,153 | 49.7% | $49.93万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $151.10万 | 0.07% | 261,418 | -117,527 | -31.0% | -$67.93万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $151.84万 | 0.07% | 53,768 | 53,768 | — | $151.84万 | 新建仓 |
| LRN | STRIDE INC | $152.28万 | 0.07% | 17,658 | -9,582 | -35.2% | -$82.64万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $152.45万 | 0.07% | 3,518 | -54,061 | -93.9% | -$2,342.63万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $152.52万 | 0.07% | 16,809 | 16,809 | — | $152.52万 | 新建仓 |
| CIEN | CIENA CORP | $153.50万 | 0.08% | 3,129 | 3,129 | — | $153.50万 | 新建仓 |
| COR | CENCORA INC | $154.25万 | 0.08% | 5,451 | -13,954 | -71.9% | -$394.87万 | 减仓 |
| STN | STANTEC INC | $154.76万 | 0.08% | 22,459 | 9,918 | 79.1% | $68.34万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $154.79万 | 0.08% | 297,107 | 297,107 | — | $154.79万 | 新建仓 |
| FLR | FLUOR CORP | $156.51万 | 0.08% | 29,874 | -33,963 | -53.2% | -$177.93万 | 减仓 |
| FRMI | FERMI INC | $156.87万 | 0.08% | 171,251 | 171,251 | — | $156.87万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $157.75万 | 0.08% | 87,299 | -74,856 | -46.2% | -$135.26万 | 减仓 |
| KLAC | KLA CORP | $157.85万 | 0.08% | 5,232 | -36,228 | -87.4% | -$1,093.04万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $158.01万 | 0.08% | 28,471 | 28,471 | — | $158.01万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $158.29万 | 0.08% | 32,146 | -150,028 | -82.4% | -$738.74万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $158.70万 | 0.08% | 5,670 | 5,670 | — | $158.70万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $159.79万 | 0.08% | 60,943 | 60,943 | — | $159.79万 | 新建仓 |
| DXCM | DEXCOM INC | $160.29万 | 0.08% | 23,799 | 23,799 | — | $160.29万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $160.80万 | 0.08% | 19,728 | 19,728 | — | $160.80万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $162.12万 | 0.08% | 1,269 | 1,269 | — | $162.12万 | 新建仓 |
| QCOM | QUALCOMM INC | $162.12万 | 0.08% | 8,773 | 8,773 | — | $162.12万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $162.35万 | 0.08% | 50,154 | -465,500 | -90.3% | -$1,506.82万 | 减仓 |
| NGVT | INGEVITY CORP | $169.16万 | 0.08% | 22,655 | -5,231 | -18.8% | -$39.06万 | 减仓 |
| MS | MORGAN STANLEY | $169.80万 | 0.08% | 8,123 | 5,977 | 278.5% | $124.94万 | 加仓 |
| PRI | PRIMERICA INC | $170.18万 | 0.08% | 5,988 | 3,730 | 165.2% | $106.01万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $170.74万 | 0.08% | 11,775 | 11,775 | — | $170.74万 | 新建仓 |
| PRG | PROG HOLDINGS INC | $172.76万 | 0.08% | 37,066 | -39,487 | -51.6% | -$184.05万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $174.35万 | 0.09% | 31,095 | -126,082 | -80.2% | -$706.94万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $174.39万 | 0.09% | 68,928 | 49,192 | 249.3% | $124.46万 | 加仓 |
| DOW | DOW HLDGS INC | $175.36万 | 0.09% | 64,092 | 57,235 | 834.7% | $156.59万 | 加仓 |
| XPEL | XPEL INC | $175.52万 | 0.09% | 35,387 | 26,371 | 292.5% | $130.80万 | 重新持有 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $176.32万 | 0.09% | 391,812 | 391,812 | — | $176.32万 | 新建仓 |
| WEN | WENDYS CO | $176.39万 | 0.09% | 212,771 | 212,771 | — | $176.39万 | 新建仓 |
| BALL | BALL CORP | $177.49万 | 0.09% | 28,444 | 24,619 | 643.6% | $153.62万 | 重新持有 |
| CMPS | COMPASS PATHWAYS PLC | $177.72万 | 0.09% | 125,594 | -283,643 | -69.3% | -$401.35万 | 减仓 |
| DORM | DORMAN PRODS INC | $180.81万 | 0.09% | 13,251 | -42,548 | -76.3% | -$580.57万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $181.42万 | 0.09% | 57,723 | 9,259 | 19.1% | $29.10万 | 重新持有 |
| TER | TERADYNE INC | $182.79万 | 0.09% | 3,778 | 1,529 | 68.0% | $73.98万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $184.68万 | 0.09% | 3,718 | 3,718 | — | $184.68万 | 新建仓 |
| FCN | FTI CONSULTING INC | $185.58万 | 0.09% | 12,454 | 6,075 | 95.2% | $90.52万 | 加仓 |
| GHRS | GH RESEARCH PLC | $186.64万 | 0.09% | 69,436 | -147,138 | -67.9% | -$395.51万 | 减仓 |
| RDN | RADIAN GROUP INC | $187.32万 | 0.09% | 49,726 | 30,609 | 160.1% | $115.30万 | 加仓 |
| ATS | ATS CORPORATION | $187.59万 | 0.09% | 65,180 | 65,180 | — | $187.59万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $187.79万 | 0.09% | 22,634 | 11,884 | 110.5% | $98.60万 | 重新持有 |
| ROIV | ROIVANT SCIENCES LTD | $187.98万 | 0.09% | 53,116 | -83,722 | -61.2% | -$296.29万 | 减仓 |
| FSUN | FIRSTSUN CAP BANCORP | $189.34万 | 0.09% | 48,823 | 48,823 | — | $189.34万 | 新建仓 |
| AGCO | AGCO CORP | $190.60万 | 0.09% | 15,923 | -4,930 | -23.6% | -$59.01万 | 减仓 |
| SNAP | SNAP INC | $193.13万 | 0.09% | 434,979 | 434,979 | — | $193.13万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $194.06万 | 0.10% | 33,915 | -1,803 | -5.0% | -$10.32万 | 重新持有 |
| DFTX | DEFINIUM THERAPEUTICS INC | $194.06万 | 0.10% | 41,255 | -1,574 | -3.7% | -$7.40万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $194.94万 | 0.10% | 24,692 | 24,692 | — | $194.94万 | 新建仓 |
| WULF | TERAWULF INC | $195.18万 | 0.10% | 79,021 | -59,600 | -43.0% | -$147.21万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $195.28万 | 0.10% | 32,188 | 22,734 | 240.5% | $137.93万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $196.29万 | 0.10% | 17,296 | 590 | 3.5% | $6.70万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $197.24万 | 0.10% | 7,378 | 2,752 | 59.5% | $73.57万 | 加仓 |
| RMIX | SUNCRETE INC | $197.25万 | 0.10% | 87,552 | 87,552 | — | $197.25万 | 新建仓 |
| HON | HONEYWELL INTL INC | $199.88万 | 0.10% | 8,927 | 7,582 | 563.7% | $169.76万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $199.90万 | 0.10% | 54,336 | 30,137 | 124.5% | $110.87万 | 加仓 |
| AVPT | AVEPOINT INC | $200.47万 | 0.10% | 178,829 | -157,749 | -46.9% | -$176.84万 | 减仓 |
| CSGP | COSTAR GROUP INC | $202.33万 | 0.10% | 71,443 | 71,443 | — | $202.33万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $205.82万 | 0.10% | 7,029 | 1,627 | 30.1% | $47.64万 | 加仓 |
| PERI | PERION NETWORK LTD | $207.99万 | 0.10% | 214,198 | 214,198 | — | $207.99万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $209.78万 | 0.10% | 342,217 | 342,217 | — | $209.78万 | 新建仓 |
| ROKU | ROKU INC | $209.92万 | 0.10% | 15,196 | 15,196 | — | $209.92万 | 新建仓 |
| TROX | TRONOX HOLDINGS PLC | $210.96万 | 0.10% | 334,852 | -1,452,879 | -81.3% | -$915.31万 | 重新持有 |
| MTRX | MATRIX SVC CO | $211.06万 | 0.10% | 154,058 | -277,367 | -64.3% | -$379.99万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $212.07万 | 0.10% | 26,502 | 11,642 | 78.3% | $93.16万 | 加仓 |
| XMTR | XOMETRY INC | $213.15万 | 0.10% | 22,084 | -269,989 | -92.4% | -$2,605.93万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $213.67万 | 0.10% | 445,151 | 445,151 | — | $213.67万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $213.90万 | 0.11% | 5,652 | -409 | -6.7% | -$15.48万 | 减仓 |
| — | ATKORE INC | $214.01万 | 0.11% | 28,144 | 28,144 | — | $214.01万 | 新建仓 |
| NEOG | NEOGEN CORP | $217.60万 | 0.11% | 242,051 | -110,257 | -31.3% | -$99.12万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $218.02万 | 0.11% | 34,744 | 22,124 | 175.3% | $138.83万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $218.62万 | 0.11% | 53,530 | -77,999 | -59.3% | -$318.55万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $218.96万 | 0.11% | 6,569 | 6,569 | — | $218.96万 | 新建仓 |
| RERE | ATRENEW INC | $219.04万 | 0.11% | 565,991 | -223,111 | -28.3% | -$86.34万 | 减仓 |
| GENB | GENERATE BIOMEDICINES INC | $221.94万 | 0.11% | 131,560 | -135,253 | -50.7% | -$228.17万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $222.21万 | 0.11% | 280,565 | -968,056 | -77.5% | -$766.70万 | 减仓 |
| MGNI | MAGNITE INC | $223.11万 | 0.11% | 117,550 | -446,606 | -79.2% | -$847.66万 | 减仓 |