Regents Gate Capital LLP
LONDON X0 · SEC CIK 0002020935
$4.69亿2026Q1 申报市值
36持仓数
50.8%前十大占比 · 第一大 6.5%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IR 新建仓+$2,491.39万
PH 加仓+$2,474.98万
SNA 加仓+$2,346.15万
ALLE 加仓+$1,792.05万
CAT 新建仓+$1,767.61万
2026Q1 卖出最多 按季末市值估算
URI 清仓-$1,262.70万
HD 清仓-$1,069.94万
TXN 清仓-$944.20万
AMZN 减仓-$895.25万
CNH 减仓-$876.89万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -15,602 | -100.0% | -$1,262.70万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -31,094 | -100.0% | -$1,069.94万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -54,424 | -100.0% | -$944.20万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -17,403 | -100.0% | -$810.23万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -11,633 | -100.0% | -$298.70万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -171,723 | -100.0% | -$258.61万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -3,977 | -100.0% | -$55.81万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AYI | ACUITY INC | $119.29万 | 0.25% | 4,257 | -1,641 | -27.8% | -$45.98万 | 重新持有 |
| CNH | CNH INDL N V | $157.17万 | 0.34% | 142,881 | -797,174 | -84.8% | -$876.89万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $212.55万 | 0.45% | 16,622 | -3,987 | -19.3% | -$50.98万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $262.48万 | 0.56% | 7,314 | 4,062 | 124.9% | $145.78万 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $297.52万 | 0.63% | 5,054 | 5,054 | — | $297.52万 | 新建仓 |
| CMI | CUMMINS INC | $341.75万 | 0.73% | 6,352 | 290 | 4.8% | $15.60万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $403.96万 | 0.86% | 12,602 | -13,603 | -51.9% | -$436.04万 | 减仓 |
| — | TOPBUILD COR | $465.58万 | 0.99% | 13,253 | 13,253 | — | $465.58万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $528.64万 | 1.13% | 74,393 | 74,393 | — | $528.64万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $549.60万 | 1.17% | 156,048 | 20,334 | 15.0% | $71.62万 | 加仓 |
| PPG | PPG INDS INC | $657.94万 | 1.40% | 61,559 | -17,631 | -22.3% | -$188.44万 | 减仓 |
| CRH | CRH PLC | $696.65万 | 1.49% | 66,272 | 66,272 | — | $696.65万 | 新建仓 |
| DOV | DOVER CORP | $850.48万 | 1.81% | 40,800 | -29,573 | -42.0% | -$616.45万 | 重新持有 |
| TKR | TIMKEN CO | $1,023.34万 | 2.18% | 101,754 | -6,718 | -6.2% | -$67.56万 | 减仓 |
| CCK | CROWN HLDGS INC | $1,052.62万 | 2.24% | 104,999 | 77,101 | 276.4% | $772.94万 | 加仓 |
| LIN | LINDE PLC | $1,113.23万 | 2.37% | 22,455 | -11,633 | -34.1% | -$576.72万 | 减仓 |
| LII | LENNOX INTL INC | $1,115.03万 | 2.38% | 24,024 | 21,023 | 700.5% | $975.74万 | 加仓 |
| RPM | RPM INTL INC | $1,240.73万 | 2.65% | 124,822 | 4,164 | 3.5% | $41.39万 | 加仓 |
| VMC | VULCAN MATLS CO | $1,259.77万 | 2.69% | 46,264 | -3,163 | -6.4% | -$86.13万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,352.18万 | 2.88% | 175,425 | 175,425 | — | $1,352.18万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,363.99万 | 2.91% | 32,730 | 32,730 | — | $1,363.99万 | 新建仓 |
| EMR | EMERSON ELEC CO | $1,385.79万 | 2.95% | 105,769 | 71,736 | 210.8% | $939.89万 | 加仓 |
| MMM | 3M CO | $1,401.18万 | 2.99% | 96,480 | 5,058 | 5.5% | $73.46万 | 加仓 |
| APH | AMPHENOL CORP NEW | $1,733.61万 | 3.70% | 137,207 | 32,830 | 31.5% | $414.81万 | 加仓 |
| AOS | SMITH A O CORP | $1,740.49万 | 3.71% | 263,951 | 66,387 | 33.6% | $437.76万 | 加仓 |
| ETN | EATON CORP PLC | $1,744.68万 | 3.72% | 48,779 | 2,858 | 6.2% | $102.22万 | 加仓 |
| CAT | CATERPILLAR INC | $1,767.61万 | 3.77% | 24,950 | 24,950 | — | $1,767.61万 | 新建仓 |
| RBC | RBC BEARINGS INC | $1,838.84万 | 3.92% | 33,857 | 32,039 | 1,762.3% | $1,740.10万 | 重新持有 |
| ALLE | ALLEGION PLC | $2,406.32万 | 5.13% | 165,622 | 123,343 | 291.7% | $1,792.05万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,430.80万 | 5.18% | 93,388 | 66,655 | 249.3% | $1,734.96万 | 重新持有 |
| SNA | SNAP ON INC | $2,436.92万 | 5.20% | 67,092 | 64,593 | 2,584.8% | $2,346.15万 | 加仓 |
| ITT | ITT INC | $2,445.99万 | 5.22% | 128,378 | 74,712 | 139.2% | $1,423.49万 | 加仓 |
| IEX | IDEX CORP | $2,471.52万 | 5.27% | 130,389 | 48,868 | 59.9% | $926.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,486.26万 | 5.30% | 27,772 | 27,646 | 21,941.3% | $2,474.98万 | 加仓 |
| IR | INGERSOLL RAND INC | $2,491.39万 | 5.31% | 310,957 | 310,957 | — | $2,491.39万 | 新建仓 |
| AMZN | AMAZON COM INC | $3,055.22万 | 6.51% | 146,695 | -42,985 | -22.7% | -$895.25万 | 减仓 |