Quarry LP
NEW YORK NY · SEC CIK 0001965207
$12.03亿2026Q2 申报市值
2,372持仓数
64.6%前十大占比 · 第一大 42.6%
700 / 285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
MRVL 加仓+$5,477.12万
ROKU 加仓+$1,705.59万
TOPBUILD COR 新建仓+$1,598.68万
KVUE 加仓+$1,138.24万
UNF 加仓+$1,130.22万
2026Q2 卖出最多 按季末市值估算
CLEARWATER ANALY 清仓-$1,663.43万
CANTOR EQUITY PA 清仓-$1,136.44万
PSLV 清仓-$1,014.62万
D. BORAL ARC ACQ 减仓-$724.15万
NXG NEXTGEN INFR 清仓-$617.94万
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 |
|---|---|---|---|---|---|---|---|---|
| INOD | INNODATA INC | $5,139 | 0.00% | 68 | 61 | 871.4% | $4,610 | 加仓 |
| LZB | LA Z BOY INC | $5,135 | 0.00% | 128 | -556 | -81.3% | -$2.23万 | 重新持有 |
| PTON | PELOTON INTERACTIVE INC | $5,130 | 0.00% | 868 | -2,906 | -77.0% | -$1.72万 | 重新持有 |
| PLOW | DOUGLAS DYNAMICS INC | $5,125 | 0.00% | 95 | -22 | -18.8% | -$1,187 | 重新持有 |
| AMN | AMN HEALTHCARE SVCS INC | $5,115 | 0.00% | 158 | 25 | 18.8% | $809 | 加仓 |
| INNV | INNOVAGE HLDG CORP | $5,107 | 0.00% | 431 | 431 | — | $5,107 | 新建仓 |
| CTVA | CORTEVA INC | $5,081 | 0.00% | 60 | 30 | 100.0% | $2,540 | 加仓 |
| CNMD | CONMED CORP | $5,040 | 0.00% | 154 | -159 | -50.8% | -$5,204 | 重新持有 |
| RDW | REDWIRE CORPORATION | $5,039 | 0.00% | 412 | 272 | 194.3% | $3,327 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $5,024 | 0.00% | 44 | -840 | -95.0% | -$9.59万 | 减仓 |
| — | CITIZENS FINL SVCS INC | $4,998 | 0.00% | 69 | 69 | — | $4,998 | 新建仓 |
| — | STEALTHGAS INC | $4,977 | 0.00% | 630 | 630 | — | $4,977 | 新建仓 |
| FSBC | FIVE STAR BANCORP | $4,966 | 0.00% | 102 | -51 | -33.3% | -$2,483 | 重新持有 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $4,942 | 0.00% | 1,710 | 1,710 | — | $4,942 | 新建仓 |
| NAVN | NAVAN INC | $4,940 | 0.00% | 216 | 216 | — | $4,940 | 新建仓 |
| — | ART TECHNOLOGY ACQUISITION C | $4,940 | 0.00% | 12,500 | 12,500 | — | $4,940 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC | $4,924 | 0.00% | 165 | 165 | — | $4,924 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $4,891 | 0.00% | 133 | 109 | 454.2% | $4,008 | 加仓 |
| STE | STERIS PLC | $4,843 | 0.00% | 23 | -575 | -96.2% | -$12.11万 | 重新持有 |
| MBI | MBIA INC | $4,831 | 0.00% | 741 | -99 | -11.8% | -$645 | 重新持有 |
| FORM | FORMFACTOR INC | $4,798 | 0.00% | 30 | -219 | -88.0% | -$3.50万 | 重新持有 |
| HCC | WARRIOR MET COAL INC | $4,788 | 0.00% | 59 | 59 | — | $4,788 | 新建仓 |
| MYFW | FIRST WESTN FINL INC | $4,784 | 0.00% | 149 | 149 | — | $4,784 | 新建仓 |
| SITC | SITE CTRS CORP | $4,780 | 0.00% | 1,204 | 661 | 121.7% | $2,624 | 重新持有 |
| VNET | VNET GROUP INC | $4,752 | 0.00% | 591 | -979 | -62.4% | -$7,872 | 重新持有 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $4,733 | 0.00% | 100 | -474 | -82.6% | -$2.24万 | 重新持有 |
| HCI | HCI GROUP INC | $4,732 | 0.00% | 27 | 10 | 58.8% | $1,753 | 加仓 |
| MGEE | MGE ENERGY INC | $4,729 | 0.00% | 58 | -28 | -32.6% | -$2,283 | 减仓 |
| TE | T1 ENERGY INC | $4,721 | 0.00% | 498 | 498 | — | $4,721 | 新建仓 |
| FLR | FLUOR CORP | $4,663 | 0.00% | 89 | -103 | -53.6% | -$5,397 | 重新持有 |
| HBNC | HORIZON BANCORP IND | $4,655 | 0.00% | 233 | -105 | -31.1% | -$2,098 | 减仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $4,640 | 0.00% | 407 | 335 | 465.3% | $3,819 | 重新持有 |
| NRGV | ENERGY VAULT HOLDINGS INC | $4,621 | 0.00% | 981 | 981 | — | $4,621 | 新建仓 |
| CSR | CENTERSPACE | $4,607 | 0.00% | 82 | 21 | 34.4% | $1,180 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $4,594 | 0.00% | 91 | 91 | — | $4,594 | 新建仓 |
| FFIV | F5 INC | $4,576 | 0.00% | 11 | 11 | — | $4,576 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $4,557 | 0.00% | 640 | 81 | 14.5% | $577 | 重新持有 |
| ESE | ESCO TECHNOLOGIES INC | $4,551 | 0.00% | 13 | -119 | -90.2% | -$4.17万 | 重新持有 |
| RSKD | RISKIFIED LTD | $4,546 | 0.00% | 902 | 902 | — | $4,546 | 新建仓 |
| FRMI | FERMI INC | $4,516 | 0.00% | 493 | -2,727 | -84.7% | -$2.50万 | 减仓 |
| NBN | NORTHEAST BK PORTLAND ME | $4,506 | 0.00% | 34 | 34 | — | $4,506 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $4,488 | 0.00% | 28 | -58 | -67.4% | -$9,297 | 重新持有 |
| MWH | SOLV ENERGY INC | $4,461 | 0.00% | 131 | 131 | — | $4,461 | 新建仓 |
| CABO | CABLE ONE INC | $4,461 | 0.00% | 84 | 70 | 500.0% | $3,718 | 重新持有 |
| LKFN | LAKELAND FINL CORP | $4,444 | 0.00% | 72 | -15 | -17.2% | -$926 | 重新持有 |
| NPKI | NPK INTERNATIONAL INC | $4,439 | 0.00% | 279 | 98 | 54.1% | $1,559 | 加仓 |
| AMPL | AMPLITUDE INC | $4,437 | 0.00% | 580 | 580 | — | $4,437 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $4,434 | 0.00% | 223 | 143 | 178.8% | $2,843 | 重新持有 |
| PEBO | PEOPLES BANCORP INC | $4,417 | 0.00% | 115 | 1 | 0.9% | $38 | 加仓 |
| TRMK | TRUSTMARK CORP | $4,417 | 0.00% | 96 | 96 | — | $4,417 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $4,394 | 0.00% | 64 | 64 | — | $4,394 | 新建仓 |
| STAA | STAAR SURGICAL CO | $4,390 | 0.00% | 153 | 103 | 206.0% | $2,955 | 加仓 |
| NRG | NRG ENERGY INC | $4,382 | 0.00% | 30 | -8 | -21.1% | -$1,169 | 减仓 |
| — | GEMINI SPACE STA INC | $4,371 | 0.00% | 1,026 | 1,026 | — | $4,371 | 新建仓 |
| BKU | BANKUNITED INC | $4,361 | 0.00% | 90 | -1,141 | -92.7% | -$5.53万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $4,356 | 0.00% | 418 | 362 | 646.4% | $3,772 | 加仓 |
| — | CYBIN INC | $4,349 | 0.00% | 658 | 658 | — | $4,349 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $4,339 | 0.00% | 324 | 188 | 138.2% | $2,518 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $4,325 | 0.00% | 93 | 93 | — | $4,325 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $4,315 | 0.00% | 26 | -754 | -96.7% | -$12.51万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $4,306 | 0.00% | 59 | 37 | 168.2% | $2,700 | 加仓 |
| SPNT | SIRIUSPOINT LTD | $4,296 | 0.00% | 179 | 32 | 21.8% | $768 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $4,294 | 0.00% | 501 | -3,182 | -86.4% | -$2.73万 | 重新持有 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $4,274 | 0.00% | 111 | 111 | — | $4,274 | 新建仓 |
| HAPN | HAPPEN INC | $4,252 | 0.00% | 205 | -182 | -47.0% | -$3,775 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $4,247 | 0.00% | 93 | -499 | -84.3% | -$2.28万 | 重新持有 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $4,225 | 0.00% | 230 | 230 | — | $4,225 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $4,223 | 0.00% | 127 | -65 | -33.9% | -$2,161 | 减仓 |
| HLF | HERBALIFE LTD | $4,208 | 0.00% | 320 | 281 | 720.5% | $3,695 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $4,204 | 0.00% | 60 | -540 | -90.0% | -$3.78万 | 减仓 |
| HOPE | HOPE BANCORP INC | $4,186 | 0.00% | 306 | -99 | -24.4% | -$1,354 | 减仓 |
| RPAY | REPAY HLDGS CORP | $4,183 | 0.00% | 996 | 996 | — | $4,183 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $4,177 | 0.00% | 33 | 33 | — | $4,177 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $4,174 | 0.00% | 170 | -15,805 | -98.9% | -$38.81万 | 重新持有 |
| SPHR | SPHERE ENTERTAINMENT CO | $4,153 | 0.00% | 24 | 5 | 26.3% | $865 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $4,143 | 0.00% | 82 | -28 | -25.5% | -$1,415 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $4,139 | 0.00% | 248 | -751 | -75.2% | -$1.25万 | 减仓 |
| REAL | THE REALREAL INC | $4,138 | 0.00% | 351 | -2,055 | -85.4% | -$2.42万 | 重新持有 |
| FIVN | FIVE9 INC | $4,137 | 0.00% | 194 | 44 | 29.3% | $938 | 加仓 |
| MCBS | METROCITY BANKSHARES INC | $4,127 | 0.00% | 115 | 115 | — | $4,127 | 新建仓 |
| BILL | BILL HOLDINGS INC | $4,122 | 0.00% | 114 | 114 | — | $4,122 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $4,117 | 0.00% | 55 | 5 | 10.0% | $374 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $4,108 | 0.00% | 438 | 438 | — | $4,108 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $4,101 | 0.00% | 135 | 131 | 3,275.0% | $3,979 | 加仓 |
| IBEX | IBEX LTD | $4,100 | 0.00% | 135 | -385 | -74.0% | -$1.17万 | 重新持有 |
| QCRH | QCR HLDGS INC | $4,089 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | MAYWOOD ACQUISITION CORP 2 | $4,084 | 0.00% | 62,500 | 62,500 | — | $4,084 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $4,073 | 0.00% | 279 | 279 | — | $4,073 | 新建仓 |
| SPGI | S&P GLOBAL INC | $4,073 | 0.00% | 10 | -138 | -93.2% | -$5.62万 | 重新持有 |
| KN | KNOWLES CORP | $4,065 | 0.00% | 98 | -345 | -77.9% | -$1.43万 | 重新持有 |
| DRS | LEONARDO DRS INC | $4,054 | 0.00% | 95 | -762 | -88.9% | -$3.25万 | 重新持有 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $4,040 | 0.00% | 404 | -29,596 | -98.7% | -$29.60万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $4,033 | 0.00% | 221 | 124 | 127.8% | $2,263 | 加仓 |
| — | ATKORE INC | $4,030 | 0.00% | 53 | -72 | -57.6% | -$5,475 | 重新持有 |
| — | PERMA-PIPE INTL HLDGS INC | $4,030 | 0.00% | 148 | 40 | 37.0% | $1,089 | 重新持有 |
| PRLD | PRELUDE THERAPEUTICS INC | $4,024 | 0.00% | 755 | 755 | — | $4,024 | 新建仓 |
| MMSI | MERIT MED SYS INC | $4,021 | 0.00% | 58 | 23 | 65.7% | $1,595 | 加仓 |
| GEO | GEO GROUP INC | $4,019 | 0.00% | 136 | 82 | 151.9% | $2,423 | 加仓 |
| LGIH | LGI HOMES INC | $4,011 | 0.00% | 63 | 63 | — | $4,011 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $4,010 | 0.00% | 207 | 117 | 130.0% | $2,267 | 加仓 |