13F 机构持仓

Entropy Technologies, LP

NEW YORK NY · SEC CIK 0001976151

2026Q22026Q1 更早 9 个季度 🔒
$25.13亿2026Q2 申报市值
929持仓数
7.6%前十大占比 · 第一大 0.8%
292 / 353新建仓 / 清仓
申报市值走势$25.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NOC 0.8%
MA 0.8%
SHW 0.8%
COP 0.8%
WFC 0.8%
COF 0.8%
MCK 0.8%
PEP 0.8%
OXY 0.8%
ISRG 0.8%

2026Q2 买入最多 按季末市值估算

NOC 新建仓+$1,913.78万
WFC 新建仓+$1,894.89万
ISRG 新建仓+$1,889.50万
COP 加仓+$1,848.28万
INTU 新建仓+$1,817.13万

2026Q2 卖出最多 按季末市值估算

SNDK 减仓-$5,484.92万
LNG 清仓-$1,780.82万
CL 清仓-$1,767.07万
CVX 清仓-$1,765.37万
DIS 清仓-$1,758.90万

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
AEVA AEVA TECHNOLOGIES INC $42.57万0.02%14,823 2,31518.5% $6.65万 重新持有
EFOR EVERFORTH INC $42.51万0.02%23,790 18,451345.6% $32.97万 重新持有
WWW WOLVERINE WORLD WIDE INC $42.25万0.02%25,558 3,06613.6% $5.07万 加仓
LGN LEGENCE CORP $42.24万0.02%4,956 4,956— $42.24万 新建仓
BANF BANCFIRST CORP $42.14万0.02%3,792 -3,602-48.7% -$40.03万 减仓
CC CHEMOURS CO $42.07万0.02%20,503 20,503— $42.07万 新建仓
NAVN NAVAN INC $41.60万0.02%18,188 18,188— $41.60万 新建仓
FNV FRANCO NEV CORP $41.54万0.02%1,993 49833.3% $10.38万 重新持有
BCC BOISE CASCADE CO DEL $41.51万0.02%5,347 5,347— $41.51万 新建仓
OR OR ROYALTIES INC. $41.42万0.02%13,096 13,096— $41.42万 新建仓
SXC SUNCOKE ENERGY INC $41.35万0.02%51,368 27,194112.5% $21.89万 加仓
JANX JANUX THERAPEUTICS INC $41.16万0.02%26,795 16,094150.4% $24.72万 加仓
SMR NUSCALE PWR CORP $41.08万0.02%40,961 40,961— $41.08万 新建仓
NP NEPTUNE INS HLDGS INC $40.81万0.02%12,956 12,956— $40.81万 新建仓
PSNL PERSONALIS INC $40.76万0.02%30,420 30,420— $40.76万 新建仓
HMN HORACE MANN EDUCATORS CORP N $40.74万0.02%7,887 1,94132.6% $10.03万 加仓
FWRD FORWARD AIR CORP $40.69万0.02%30,116 10,43653.0% $14.10万 加仓
STRA STRATEGIC ED INC $40.64万0.02%5,304 -1,796-25.3% -$13.76万 减仓
MUSA MURPHY USA INC $40.58万0.02%753 -1,114-59.7% -$60.03万 重新持有
AMSF AMERISAFE INC $40.52万0.02%11,979 2,71029.2% $9.17万 加仓
MLYS MINERALYS THERAPEUTICS INC $40.52万0.02%15,020 4,84047.5% $13.06万 加仓
IMCR IMMUNOCORE HLDGS PLC $40.39万0.02%12,720 2,70026.9% $8.57万 加仓
CNK CINEMARK HLDGS INC $40.13万0.02%12,647 12,647— $40.13万 新建仓
IFS INTERCORP FINL SVCS INC $40.07万0.02%7,035 7,035— $40.07万 新建仓
REX REX AMERICAN RES CORP $40.05万0.02%8,871 3,96580.8% $17.90万 加仓
HMC HONDA MOTOR CO LTD $39.86万0.02%14,702 -44,205-75.0% -$119.84万 减仓
INGM INGRAM MICRO HLDG CORP $39.78万0.02%14,502 14,502— $39.78万 新建仓
MNDY MONDAY COM LTD $39.73万0.02%5,488 -16,102-74.6% -$116.56万 减仓
RES RPC INC $39.63万0.02%67,972 67,972— $39.63万 新建仓
ATEN A10 NETWORKS INC $39.43万0.02%10,553 10,553— $39.43万 新建仓
ESQ ESQUIRE FINL HLDGS INC $39.43万0.02%3,310 3,310— $39.43万 新建仓
PSO PEARSON PLC $39.38万0.02%24,784 -6,567-20.9% -$10.43万 减仓
GBX GREENBRIER COS INC $39.38万0.02%8,035 -8-0.1% -$392 重新持有
ENVX ENOVIX CORPORATION $39.20万0.02%64,574 16,81435.2% $10.21万 重新持有
RBCAA REPUBLIC BANCORP INC KY $38.88万0.02%4,300 4,300— $38.88万 新建仓
MLTX MOONLAKE IMMUNOTHERAPEUTICS $38.60万0.02%19,827 7,97367.3% $15.52万 加仓
MSA MSA SAFETY INC $38.06万0.02%2,180 -1,170-34.9% -$20.43万 减仓
AIP ARTERIS INC $37.90万0.02%7,800 7,800— $37.90万 新建仓
TILE INTERFACE INC $37.71万0.02%10,522 -596-5.4% -$2.14万 减仓
IBCP INDEPENDENT BK CORP MICH $37.51万0.01%10,400 10,400— $37.51万 新建仓
PUK PRUDENTIAL PLC $37.49万0.01%13,983 4,32144.7% $11.58万 加仓
GABC GERMAN AMERN BANCORP INC $37.42万0.01%7,885 1,70927.7% $8.11万 加仓
SGML SIGMA LITHIUM CORPORATION $37.26万0.01%29,455 -1,894-6.0% -$2.40万 减仓
IBOC INTERNATIONAL BANCSHARES COR $37.17万0.01%4,894 -5,043-50.7% -$38.30万 减仓
CDNA CAREDX INC $36.90万0.01%12,947 7235.9% $2.06万 重新持有
NPKI NPK INTERNATIONAL INC $36.82万0.01%23,145 12,709121.8% $20.22万 加仓
HRMY HARMONY BIOSCIENCES HLDGS IN $36.80万0.01%10,107 -9,766-49.1% -$35.56万 减仓
CGAU CENTERRA GOLD INC $36.28万0.01%22,873 -5,185-18.5% -$8.22万 减仓
NMR NOMURA HLDGS INC $36.24万0.01%41,273 41,273— $36.24万 新建仓
GRAL GRAIL INC $36.22万0.01%5,305 2,50589.5% $17.10万 重新持有
CNM CORE & MAIN INC $35.71万0.01%7,402 7,402— $35.71万 新建仓
USLM UNITED STS LIME & MINERALS I $35.59万0.01%3,400 1,60088.9% $16.75万 重新持有
SFBS SERVISFIRST BANCSHARES INC $35.56万0.01%4,099 -9,468-69.8% -$82.13万 减仓
NEO NEOGENOMICS INC $35.51万0.01%24,338 1,3015.6% $1.90万 重新持有
HLMN HILLMAN SOLUTIONS CORP $35.41万0.01%41,951 41,951— $35.41万 新建仓
CIFR CIPHER DIGITAL INC $35.31万0.01%14,413 3,28229.5% $8.04万 加仓
BRSL BRIGHTSTAR LOTTERY PLC $35.26万0.01%32,892 6,56024.9% $7.03万 重新持有
PVH PVH CORPORATION $35.21万0.01%4,741 4,741— $35.21万 新建仓
FRO FRONTLINE PLC $35.16万0.01%10,105 10,105— $35.16万 新建仓
PLAY DAVE & BUSTERS ENTMT INC $34.80万0.01%30,525 30,525— $34.80万 新建仓
ALV AUTOLIV INC $34.53万0.01%2,972 -15,497-83.9% -$180.03万 减仓
ANDE ANDERSONS INC $34.27万0.01%5,010 -5,464-52.2% -$37.37万 减仓
SSRM SSR MINING IN $34.19万0.01%12,089 12,089— $34.19万 新建仓
IDT IDT CORP $34.13万0.01%5,868 4989.3% $2.90万 加仓
WINA WINMARK CORP $34.10万0.01%806 -314-28.0% -$13.28万 减仓
OGS ONE GAS INC $33.93万0.01%4,403 -3,162-41.8% -$24.37万 减仓
MAZE MAZE THERAPEUTICS INC $33.80万0.01%11,327 11,327— $33.80万 新建仓
KBH KB HOME $33.72万0.01%5,388 -14,472-72.9% -$90.58万 重新持有
FLOC FLOWCO HLDGS INC $33.60万0.01%15,745 15,745— $33.60万 新建仓
PSTL POSTAL REALTY TRUST INC $33.54万0.01%13,611 -1,752-11.4% -$4.32万 减仓
BATRK ATLANTA BRAVES HLDGS INC $33.49万0.01%6,453 3275.3% $1.70万 加仓
ARR ARMOUR RESIDENTIAL REIT INC $32.82万0.01%18,808 -125-0.7% -$2,181 重新持有
AMTB AMERANT BANCORP INC $32.59万0.01%12,769 12,769— $32.59万 新建仓
CVI CVR ENERGY INC $32.56万0.01%11,824 -7,029-37.3% -$19.36万 减仓
BBT BEACON FINANCIAL CORP. $32.29万0.01%10,605 10,605— $32.29万 新建仓
ADTN ADTRAN HOLDINGS INC $32.25万0.01%23,203 7,41046.9% $10.30万 加仓
EZPW EZCORP INC $32.02万0.01%9,263 -9,734-51.2% -$33.65万 重新持有
NKTR NEKTAR THERAPEUTICS $31.74万0.01%4,547 -44-1.0% -$3,072 减仓
FIGS FIGS INC $31.68万0.01%30,966 -10,088-24.6% -$10.32万 减仓
VRNS VARONIS SYS INC $31.65万0.01%7,543 7,543— $31.65万 新建仓
GLBE GLOBAL E ONLINE LTD $31.52万0.01%9,077 9,077— $31.52万 新建仓
FSM FORTUNA MNG CORP $31.37万0.01%37,129 -40,063-51.9% -$33.85万 重新持有
DRS LEONARDO DRS INC $31.15万0.01%7,301 -12,689-63.5% -$54.14万 减仓
PLMR PALOMAR HLDGS INC $31.09万0.01%2,460 2,460— $31.09万 新建仓
ICHR ICHOR HOLDINGS $31.01万0.01%2,762 2,762— $31.01万 新建仓
MANE VERADERMICS INC $30.71万0.01%2,498 2,498— $30.71万 新建仓
NSSC NAPCO SEC TECHNOLOGIES INC $30.68万0.01%8,078 8,078— $30.68万 新建仓
SPGI S&P GLOBAL INC $30.67万0.01%753 753— $30.67万 新建仓
TOWN TOWNEBANK PORTSMOUTH VA $30.63万0.01%8,451 -16,220-65.7% -$58.78万 减仓
CPK CHESAPEAKE UTILS CORP $30.57万0.01%2,496 2,496— $30.57万 新建仓
CPF CENTRAL PAC FINL CORP $30.54万0.01%7,994 -600-7.0% -$2.29万 减仓
CHEF CHEFS WHSE INC $30.49万0.01%3,173 3,173— $30.49万 新建仓
WLTH WEALTHFRONT CORP $30.28万0.01%33,872 33,872— $30.28万 新建仓
MGEE MGE ENERGY INC $29.62万0.01%3,633 3,633— $29.62万 新建仓
APOG APOGEE ENTERPRISES INC $29.46万0.01%6,440 -4,824-42.8% -$22.07万 减仓
ASTE ASTEC INDS INC $29.30万0.01%4,789 4,789— $29.30万 新建仓
ROCK GIBRALTAR INDS INC $29.14万0.01%6,462 6,462— $29.14万 新建仓
WGO WINNEBAGO INDS INC $28.93万0.01%9,262 3,35356.7% $10.47万 重新持有
SOFI SOFI TECHNOLOGIES INC $28.89万0.01%16,111 -894,489-98.2% -$1,603.82万 减仓
ARW ARROW ELECTRS INC $28.85万0.01%1,352 1,352— $28.85万 新建仓