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 |
|---|---|---|---|---|---|---|---|---|
| WHD | CACTUS INC | $2,869 | 0.00% | 56 | 22 | 64.7% | $1,127 | 加仓 |
| EG | EVEREST GROUP LTD | $2,858 | 0.00% | 8 | -103 | -92.8% | -$3.68万 | 减仓 |
| CSX | CSX CORP | $2,852 | 0.00% | 60 | -6,064 | -99.0% | -$28.82万 | 减仓 |
| NRDS | NERDWALLET INC | $2,840 | 0.00% | 307 | -1,281 | -80.7% | -$1.19万 | 重新持有 |
| TEM | TEMPUS AI INC | $2,839 | 0.00% | 49 | -180 | -78.6% | -$1.04万 | 重新持有 |
| XHR | XENIA HOTELS & RESORTS INC | $2,830 | 0.00% | 139 | -155 | -52.7% | -$3,156 | 重新持有 |
| — | HAWTHORN BANCSHARES INC | $2,830 | 0.00% | 72 | 72 | — | $2,830 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,822 | 0.00% | 24 | -131 | -84.5% | -$1.54万 | 重新持有 |
| MLR | MILLER INDS INC TENN | $2,813 | 0.00% | 55 | 55 | — | $2,813 | 新建仓 |
| TBLA | TABOOLA.COM LTD | $2,810 | 0.00% | 562 | -2,382 | -80.9% | -$1.19万 | 重新持有 |
| WASH | WASHINGTON TR BANCORP INC | $2,809 | 0.00% | 77 | -366 | -82.6% | -$1.34万 | 重新持有 |
| PNTG | PENNANT GROUP INC | $2,808 | 0.00% | 76 | -27 | -26.2% | -$998 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $2,808 | 0.00% | 18 | 18 | — | $2,808 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,804 | 0.00% | 151 | 24 | 18.9% | $446 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $2,802 | 0.00% | 52 | -61 | -54.0% | -$3,287 | 减仓 |
| SLVM | SYLVAMO CORP | $2,798 | 0.00% | 74 | 49 | 196.0% | $1,853 | 加仓 |
| — | VALENS SEMICONDUCTOR LTD | $2,796 | 0.00% | 1,237 | 1,237 | — | $2,796 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $2,794 | 0.00% | 192 | 192 | — | $2,794 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $2,793 | 0.00% | 17 | -3 | -15.0% | -$493 | 减仓 |
| IPI | INTREPID POTASH INC | $2,786 | 0.00% | 85 | -63 | -42.6% | -$2,065 | 重新持有 |
| BBCP | CONCRETE PUMPING HLDGS INC | $2,784 | 0.00% | 231 | 231 | — | $2,784 | 新建仓 |
| DCTH | DELCATH SYS INC | $2,770 | 0.00% | 220 | -609 | -73.5% | -$7,668 | 重新持有 |
| ABBV | ABBVIE INC | $2,768 | 0.00% | 11 | -125 | -91.9% | -$3.15万 | 重新持有 |
| — | BGIN BLOCKCHAIN LTD | $2,767 | 0.00% | 1,572 | 1,572 | — | $2,767 | 新建仓 |
| SIBN | SI BONE INC | $2,758 | 0.00% | 169 | 70 | 70.7% | $1,142 | 加仓 |
| — | EMERALD HOLDING INC | $2,757 | 0.00% | 547 | 547 | — | $2,757 | 新建仓 |
| ALX | ALEXANDERS INC | $2,756 | 0.00% | 10 | 7 | 233.3% | $1,929 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $2,756 | 0.00% | 123 | 123 | — | $2,756 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2,744 | 0.00% | 35 | -383 | -91.6% | -$3.00万 | 减仓 |
| KOP | KOPPERS HOLDINGS INC | $2,739 | 0.00% | 61 | 61 | — | $2,739 | 新建仓 |
| ANDE | ANDERSONS INC | $2,736 | 0.00% | 40 | 20 | 100.0% | $1,368 | 重新持有 |
| PRAA | PRA GROUP INC | $2,735 | 0.00% | 144 | -504 | -77.8% | -$9,572 | 重新持有 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $2,731 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC | $2,722 | 0.00% | 269 | -255 | -48.7% | -$2,580 | 重新持有 |
| CRBG | COREBRIDGE FINL INC | $2,720 | 0.00% | 95 | 83 | 691.7% | $2,376 | 重新持有 |
| PHR | PHREESIA INC | $2,706 | 0.00% | 263 | -1,198 | -82.0% | -$1.23万 | 重新持有 |
| GTY | GETTY RLTY CORP NEW | $2,703 | 0.00% | 81 | -37 | -31.4% | -$1,235 | 减仓 |
| ALMS | ALUMIS INC | $2,701 | 0.00% | 96 | 96 | — | $2,701 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $2,693 | 0.00% | 272 | 272 | — | $2,693 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $2,683 | 0.00% | 645 | 645 | — | $2,683 | 新建仓 |
| MLKN | MILLERKNOLL INC | $2,680 | 0.00% | 131 | -449 | -77.4% | -$9,186 | 重新持有 |
| WDFC | WD 40 CO | $2,680 | 0.00% | 11 | -21 | -65.6% | -$5,116 | 重新持有 |
| CPF | CENTRAL PAC FINL CORP | $2,674 | 0.00% | 70 | 3 | 4.5% | $115 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $2,669 | 0.00% | 249 | 32 | 14.7% | $343 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $2,665 | 0.00% | 25 | -148 | -85.5% | -$1.58万 | 重新持有 |
| ENPH | ENPHASE ENERGY INC | $2,659 | 0.00% | 54 | -184 | -77.3% | -$9,060 | 重新持有 |
| CARG | CARGURUS INC | $2,659 | 0.00% | 78 | 31 | 66.0% | $1,057 | 重新持有 |
| SCI | SERVICE CORP INTL | $2,659 | 0.00% | 35 | -684 | -95.1% | -$5.20万 | 重新持有 |
| LCII | LCI INDS | $2,647 | 0.00% | 25 | 25 | — | $2,647 | 新建仓 |
| DAO | YOUDAO INC | $2,645 | 0.00% | 215 | 215 | — | $2,645 | 新建仓 |
| SGHC | SUPER GROUP SGHC LIMITED | $2,642 | 0.00% | 195 | 62 | 46.6% | $840 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $2,637 | 0.00% | 127 | 106 | 504.8% | $2,201 | 重新持有 |
| FCEL | FUELCELL ENERGY INC | $2,629 | 0.00% | 73 | -2,974 | -97.6% | -$10.71万 | 重新持有 |
| HCSG | HEALTHCARE SVCS GROUP INC | $2,628 | 0.00% | 107 | -292 | -73.2% | -$7,172 | 重新持有 |
| TNGX | TANGO THERAPEUTICS INC | $2,626 | 0.00% | 84 | 84 | — | $2,626 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,626 | 0.00% | 30 | -199 | -86.9% | -$1.74万 | 重新持有 |
| ACI | ALBERTSONS COMPANIES INC | $2,625 | 0.00% | 194 | -2,552 | -92.9% | -$3.45万 | 重新持有 |
| ADUS | ADDUS HOMECARE CORP | $2,612 | 0.00% | 26 | 3 | 13.0% | $301 | 加仓 |
| EVH | EVOLENT HEALTH INC | $2,612 | 0.00% | 482 | -2,838 | -85.5% | -$1.54万 | 重新持有 |
| OKE | ONEOK INC NEW | $2,608 | 0.00% | 30 | -129 | -81.1% | -$1.12万 | 重新持有 |
| LKQ | LKQ CORP | $2,606 | 0.00% | 99 | -567 | -85.1% | -$1.49万 | 减仓 |
| ACT | ENACT HLDGS INC | $2,605 | 0.00% | 57 | 57 | — | $2,605 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2,601 | 0.00% | 62 | 62 | — | $2,601 | 新建仓 |
| SFIX | STITCH FIX INC | $2,598 | 0.00% | 632 | -3,843 | -85.9% | -$1.58万 | 重新持有 |
| MO | ALTRIA GROUP INC | $2,590 | 0.00% | 36 | -785 | -95.6% | -$5.65万 | 减仓 |
| NTSK | NETSKOPE INC | $2,582 | 0.00% | 236 | -144 | -37.9% | -$1,575 | 重新持有 |
| — | LIVEWIRE GROUP INC | $2,573 | 0.00% | 2,297 | 2,149 | 1,452.0% | $2,407 | 重新持有 |
| PEP | PEPSICO INC | $2,573 | 0.00% | 19 | -33 | -63.5% | -$4,469 | 重新持有 |
| SWX | SOUTHWEST GAS HLDGS INC | $2,572 | 0.00% | 29 | -1,977 | -98.6% | -$17.53万 | 减仓 |
| GRC | GORMAN RUPP CO | $2,569 | 0.00% | 28 | -211 | -88.3% | -$1.94万 | 重新持有 |
| MRTN | MARTEN TRANS LTD | $2,568 | 0.00% | 148 | 148 | — | $2,568 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,567 | 0.00% | 22 | -884 | -97.6% | -$10.31万 | 减仓 |
| AMRC | AMERESCO INC | $2,567 | 0.00% | 93 | 62 | 200.0% | $1,711 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,567 | 0.00% | 18 | -48 | -72.7% | -$6,845 | 重新持有 |
| PCRX | PACIRA BIOSCIENCES INC | $2,562 | 0.00% | 101 | -49 | -32.7% | -$1,243 | 重新持有 |
| CVI | CVR ENERGY INC | $2,561 | 0.00% | 93 | -2,375 | -96.2% | -$6.54万 | 减仓 |
| MXL | MAXLINEAR INC | $2,561 | 0.00% | 20 | 15 | 300.0% | $1,921 | 重新持有 |
| NPCE | NEUROPACE INC | $2,558 | 0.00% | 161 | -629 | -79.6% | -$9,994 | 重新持有 |
| CLS | CELESTICA INC | $2,554 | 0.00% | 7 | 7 | — | $2,554 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $2,549 | 0.00% | 17 | 17 | — | $2,549 | 新建仓 |
| VCEL | VERICEL CORP | $2,536 | 0.00% | 57 | -804 | -93.4% | -$3.58万 | 重新持有 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2,534 | 0.00% | 865 | 865 | — | $2,534 | 新建仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $2,530 | 0.00% | 1,581 | 1,581 | — | $2,530 | 新建仓 |
| ALLY | ALLY FINL INC | $2,527 | 0.00% | 55 | -2,068 | -97.4% | -$9.50万 | 重新持有 |
| GRPN | GROUPON INC | $2,526 | 0.00% | 105 | 105 | — | $2,526 | 新建仓 |
| TSLA | TESLA INC | $2,524 | 0.00% | 6 | -626 | -99.1% | -$26.33万 | 减仓 |
| SNAP | SNAP INC | $2,522 | 0.00% | 568 | -2,053 | -78.3% | -$9,116 | 重新持有 |
| NBTB | NBT BANCORP INC | $2,518 | 0.00% | 51 | -6 | -10.5% | -$296 | 减仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $2,515 | 0.00% | 179 | 179 | — | $2,515 | 新建仓 |
| BNTX | BIONTECH SE | $2,512 | 0.00% | 27 | 27 | — | $2,512 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $2,510 | 0.00% | 190 | -118 | -38.3% | -$1,559 | 重新持有 |
| XMTR | XOMETRY INC | $2,510 | 0.00% | 26 | 26 | — | $2,510 | 新建仓 |
| STC | STEWART INFORMATION SVCS COR | $2,509 | 0.00% | 38 | -1 | -2.6% | -$66 | 减仓 |
| WOLF | WOLFSPEED INC | $2,509 | 0.00% | 52 | -1,249 | -96.0% | -$6.03万 | 重新持有 |
| AVA | AVISTA CORP | $2,496 | 0.00% | 61 | -680 | -91.8% | -$2.78万 | 重新持有 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $2,496 | 0.00% | 139 | 139 | — | $2,496 | 新建仓 |
| AXGN | AXOGEN INC | $2,494 | 0.00% | 54 | 40 | 285.7% | $1,847 | 加仓 |
| CAC | CAMDEN NATL CORP | $2,494 | 0.00% | 46 | -206 | -81.7% | -$1.12万 | 重新持有 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,493 | 0.00% | 50 | -114 | -69.5% | -$5,684 | 减仓 |
| ARM | ARM HOLDINGS PLC | $2,482 | 0.00% | 7 | -146 | -95.4% | -$5.18万 | 重新持有 |