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 |
|---|---|---|---|---|---|---|---|---|
| ALB | ALBEMARLE CORP | $224.10万 | 0.11% | 16,596 | 11,978 | 259.4% | $161.74万 | 重新持有 |
| AES | AES CORP | $224.11万 | 0.11% | 152,874 | 152,874 | — | $224.11万 | 新建仓 |
| BIIB | BIOGEN INC | $225.09万 | 0.11% | 10,418 | 10,418 | — | $225.09万 | 新建仓 |
| KBR | KBR INC | $226.29万 | 0.11% | 65,533 | 65,533 | — | $226.29万 | 新建仓 |
| FVRR | FIVERR INTL LTD | $227.42万 | 0.11% | 220,367 | 4,932 | 2.3% | $5.09万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $228.56万 | 0.11% | 23,813 | 23,813 | — | $228.56万 | 新建仓 |
| CLS | CELESTICA INC | $228.84万 | 0.11% | 6,273 | -103 | -1.6% | -$3.76万 | 减仓 |
| CPAY | CORPAY INC | $232.39万 | 0.11% | 6,973 | -2,577 | -27.0% | -$85.88万 | 减仓 |
| GTX | GARRETT MOTION INC | $232.78万 | 0.11% | 64,251 | -10,051 | -13.5% | -$36.41万 | 减仓 |
| NUE | NUCOR CORP | $233.69万 | 0.11% | 10,491 | 10,491 | — | $233.69万 | 新建仓 |
| OMCL | OMNICELL COM | $235.04万 | 0.12% | 56,608 | 36,354 | 179.5% | $150.94万 | 加仓 |
| HZO | MARINEMAX INC | $235.90万 | 0.12% | 64,419 | -296,557 | -82.2% | -$1,085.99万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $236.13万 | 0.12% | 139,353 | 117,272 | 531.1% | $198.72万 | 加仓 |
| ZTS | ZOETIS INC | $237.58万 | 0.12% | 33,061 | 33,061 | — | $237.58万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $238.51万 | 0.12% | 67,318 | 67,318 | — | $238.51万 | 新建仓 |
| KARO | KAROOOOO LTD | $240.79万 | 0.12% | 48,782 | -6,109 | -11.1% | -$30.15万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $241.58万 | 0.12% | 45,885 | 30,026 | 189.3% | $158.09万 | 重新持有 |
| VSEC | VSE CORP | $242.74万 | 0.12% | 10,623 | 6,150 | 137.5% | $140.53万 | 重新持有 |
| SAM | BOSTON BEER INC | $244.66万 | 0.12% | 13,820 | 3,988 | 40.6% | $70.60万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $245.54万 | 0.12% | 132,869 | 132,869 | — | $245.54万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $245.81万 | 0.12% | 21,528 | 21,528 | — | $245.81万 | 新建仓 |
| APEI | AMERICAN PUB ED INC | $247.69万 | 0.12% | 46,125 | 29,226 | 172.9% | $156.94万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $252.26万 | 0.12% | 29,227 | -1,635 | -5.3% | -$14.11万 | 减仓 |
| FIVE | FIVE BELOW INC | $257.19万 | 0.13% | 14,305 | 14,305 | — | $257.19万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $257.43万 | 0.13% | 4,861 | 1,258 | 34.9% | $66.62万 | 重新持有 |
| NOA | NORTH AMERN CONSTR GROUP LTD | $257.56万 | 0.13% | 193,653 | 138,736 | 252.6% | $184.52万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $259.32万 | 0.13% | 9,318 | -1,088 | -10.5% | -$30.28万 | 减仓 |
| GOOS | CANADA GOOSE HLDGS INC | $262.28万 | 0.13% | 275,797 | -375,043 | -57.6% | -$356.67万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $262.85万 | 0.13% | 42,560 | -36,993 | -46.5% | -$228.47万 | 减仓 |
| EQIX | EQUINIX INC | $263.93万 | 0.13% | 2,532 | 2,532 | — | $263.93万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $265.73万 | 0.13% | 58,907 | 58,907 | — | $265.73万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $266.30万 | 0.13% | 33,097 | -113,615 | -77.4% | -$914.15万 | 减仓 |
| UNP | UNION PAC CORP | $268.08万 | 0.13% | 9,856 | -3,889 | -28.3% | -$105.78万 | 减仓 |
| CYRX | CRYOPORT INC | $269.40万 | 0.13% | 171,590 | 171,590 | — | $269.40万 | 新建仓 |
| AVT | AVNET INC | $270.19万 | 0.13% | 30,420 | 26,353 | 648.0% | $234.07万 | 加仓 |
| CDE | COEUR MNG INC | $270.29万 | 0.13% | 165,618 | -65,097 | -28.2% | -$106.24万 | 减仓 |
| ASIX | ADVANSIX INC | $271.73万 | 0.13% | 136,684 | -91,517 | -40.1% | -$181.94万 | 减仓 |
| NTGR | NETGEAR INC | $274.80万 | 0.14% | 117,686 | -193,817 | -62.2% | -$452.56万 | 减仓 |
| FISV | FISERV INC | $274.95万 | 0.14% | 56,056 | 31,931 | 132.4% | $156.62万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $277.37万 | 0.14% | 1,314,526 | 423,052 | 47.5% | $89.26万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $278.03万 | 0.14% | 165,298 | -378,453 | -69.6% | -$636.56万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $278.28万 | 0.14% | 172,955 | -252,973 | -59.4% | -$407.03万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $282.73万 | 0.14% | 11,733 | -18,371 | -61.0% | -$442.69万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $282.99万 | 0.14% | 39,001 | 12,604 | 47.7% | $91.45万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $286.11万 | 0.14% | 89,410 | 78,868 | 748.1% | $252.38万 | 加仓 |
| VG | VENTURE GLOBAL INC | $287.36万 | 0.14% | 258,186 | 207,933 | 413.8% | $231.43万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $287.56万 | 0.14% | 40,083 | 40,083 | — | $287.56万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $296.50万 | 0.15% | 11,861 | -13,384 | -53.0% | -$334.57万 | 减仓 |
| NVT | NVENT ELEC PLC | $299.09万 | 0.15% | 17,634 | 17,634 | — | $299.09万 | 新建仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $304.31万 | 0.15% | 104,215 | 104,215 | — | $304.31万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $305.90万 | 0.15% | 2,680 | 1,758 | 190.7% | $200.66万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $307.63万 | 0.15% | 23,160 | 23,160 | — | $307.63万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $308.29万 | 0.15% | 37,795 | -19,018 | -33.5% | -$155.13万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $309.59万 | 0.15% | 417,801 | -495,473 | -54.3% | -$367.15万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $314.57万 | 0.15% | 6,857 | 1,677 | 32.4% | $76.93万 | 加仓 |
| MELI | MERCADOLIBRE INC | $319.62万 | 0.16% | 1,883 | -204 | -9.8% | -$34.63万 | 减仓 |
| AGRO | ADECOAGRO S A | $321.82万 | 0.16% | 336,987 | 336,987 | — | $321.82万 | 新建仓 |
| TAC | TRANSALTA CORP | $327.46万 | 0.16% | 236,778 | 109,266 | 85.7% | $151.11万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $329.97万 | 0.16% | 101,937 | -17,299 | -14.5% | -$56.00万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $330.06万 | 0.16% | 46,098 | 19,091 | 70.7% | $136.69万 | 重新持有 |
| QXO | QXO INC | $332.32万 | 0.16% | 192,314 | 178,447 | 1,286.8% | $308.36万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $332.54万 | 0.16% | 39,210 | 27,839 | 244.8% | $236.10万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $335.39万 | 0.16% | 58,208 | 1,868 | 3.3% | $10.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $336.50万 | 0.17% | 19,808 | 19,808 | — | $336.50万 | 新建仓 |
| — | WEBSTER FINL CORP | $339.14万 | 0.17% | 44,378 | 27,666 | 165.5% | $211.42万 | 重新持有 |
| FDX | FEDEX CORP | $341.09万 | 0.17% | 10,893 | 5,369 | 97.2% | $168.12万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $343.87万 | 0.17% | 235,526 | 57,020 | 31.9% | $83.25万 | 加仓 |
| TSAT | TELESAT CORP | $361.93万 | 0.18% | 71,500 | 71,500 | — | $361.93万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $363.66万 | 0.18% | 515,828 | 305,109 | 144.8% | $215.10万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $364.52万 | 0.18% | 341,954 | -356,570 | -51.0% | -$380.10万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $366.44万 | 0.18% | 12,173 | 12,173 | — | $366.44万 | 新建仓 |
| SMWB | SIMILARWEB LTD | $367.64万 | 0.18% | 599,737 | -725,376 | -54.7% | -$444.66万 | 减仓 |
| COMP | COMPASS INC | $368.63万 | 0.18% | 298,969 | -325,138 | -52.1% | -$400.90万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $371.03万 | 0.18% | 74,414 | 74,414 | — | $371.03万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $371.67万 | 0.18% | 213,480 | 213,480 | — | $371.67万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $379.30万 | 0.19% | 420,507 | 148,671 | 54.7% | $134.10万 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $381.57万 | 0.19% | 334,709 | -668,965 | -66.7% | -$762.62万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $385.32万 | 0.19% | 94,441 | -37,530 | -28.4% | -$153.12万 | 减仓 |
| UBS | UBS GROUP AG | $385.82万 | 0.19% | 77,849 | -8,666 | -10.0% | -$42.95万 | 减仓 |
| BKV | BKV CORP | $386.91万 | 0.19% | 141,413 | -60,879 | -30.1% | -$166.56万 | 减仓 |
| FCEL | FUELCELL ENERGY INC | $387.78万 | 0.19% | 107,687 | -878,350 | -89.1% | -$3,162.94万 | 减仓 |
| SITM | SITIME CORP | $390.30万 | 0.19% | 5,235 | 3,692 | 239.3% | $275.26万 | 加仓 |
| TGLS | TECNOGLASS INC | $394.86万 | 0.19% | 84,353 | 57,295 | 211.7% | $268.20万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $397.60万 | 0.20% | 14,397 | -18,601 | -56.4% | -$513.70万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $399.75万 | 0.20% | 1,297,882 | 1,297,882 | — | $399.75万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $413.98万 | 0.20% | 32,767 | 25,827 | 372.1% | $326.30万 | 重新持有 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $421.28万 | 0.21% | 425,534 | -1,647,095 | -79.5% | -$1,630.62万 | 减仓 |
| RIGL | RIGEL PHARMACEUTICALS INC | $428.66万 | 0.21% | 109,575 | 109,575 | — | $428.66万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $432.27万 | 0.21% | 45,435 | -29,311 | -39.2% | -$278.86万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $434.20万 | 0.21% | 495,942 | 495,942 | — | $434.20万 | 新建仓 |
| XPOF | XPONENTIAL FITNESS INC | $434.54万 | 0.21% | 627,951 | -288,691 | -31.5% | -$199.77万 | 减仓 |
| MCHB | MECHANICS BANCORP | $447.06万 | 0.22% | 281,168 | -234,557 | -45.5% | -$372.95万 | 减仓 |
| ABVX | ABIVAX SA | $450.57万 | 0.22% | 33,811 | 25,375 | 300.8% | $338.15万 | 加仓 |
| MBUU | MALIBU BOATS INC | $463.70万 | 0.23% | 169,048 | 121,414 | 254.9% | $333.04万 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $468.79万 | 0.23% | 825,343 | 40,465 | 5.2% | $22.98万 | 加仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $476.92万 | 0.23% | 264,954 | 264,954 | — | $476.92万 | 新建仓 |
| COHR | COHERENT CORP | $484.29万 | 0.24% | 12,277 | 2,013 | 19.6% | $79.41万 | 加仓 |
| PGNY | PROGYNY INC | $490.77万 | 0.24% | 170,229 | -707,348 | -80.6% | -$2,039.28万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $495.91万 | 0.24% | 63,750 | 63,750 | — | $495.91万 | 新建仓 |
| LMB | LIMBACH HLDGS INC | $496.20万 | 0.24% | 64,442 | 64,442 | — | $496.20万 | 新建仓 |