13F 机构持仓

Regents Gate Capital LLP

LONDON X0 · SEC CIK 0002020935

2026Q22026Q1 更早 9 个季度 🔒
$7,514.79万2026Q2 申报市值
37持仓数
70.0%前十大占比 · 第一大 46.5%
9 / 16新建仓 / 清仓
申报市值走势$7,514.79万2026Q2
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

AMZN 46.5%
APD 2.8%
PH 2.7%
FAST 2.7%
ITW 2.6%
SHW 2.6%
PCAR 2.6%
CRH 2.6%
OTIS 2.6%
CHD 2.4%

2026Q2 买入最多 按季末市值估算

APD 新建仓+$207.01万
PCAR 新建仓+$195.16万
NVT 新建仓+$149.90万
AVY 新建仓+$129.83万
BLDR 重新持有+$112.92万

2026Q2 卖出最多 按季末市值估算

CAT 减仓-$2,655.41万
SNA 减仓-$2,569.32万
PH 减仓-$2,516.70万
IR 清仓-$2,491.39万
IEX 清仓-$2,471.52万

2026Q2 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
AMZN AMAZON COM INC $3,496.33万46.53%146,695 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $207.01万2.75%7,061 7,061— $207.01万 新建仓
PH PARKER-HANNIFIN CORP $199.73万2.66%2,042 -25,730-92.6% -$2,516.70万 减仓
FAST FASTENAL CO $199.45万2.65%41,526 -316,670-88.4% -$1,520.97万 重新持有
ITW ILLINOIS TOOL WKS INC $199.04万2.65%7,359 -86,029-92.1% -$2,326.83万 减仓
SHW SHERWIN WILLIAMS CO $196.85万2.62%5,717 -6,885-54.6% -$237.06万 减仓
PCAR PACCAR INC $195.16万2.60%16,247 16,247— $195.16万 新建仓
CRH CRH PLC $193.46万2.57%18,080 -48,192-72.7% -$515.65万 减仓
OTIS OTIS WORLDWIDE CORP $193.27万2.57%26,993 -148,432-84.6% -$1,062.77万 减仓
CHD CHURCH & DWIGHT CO INC $182.69万2.43%18,857 -12,752-40.3% -$123.54万 重新持有
RBC RBC BEARINGS INC $182.20万2.42%2,829 -31,028-91.6% -$1,998.39万 减仓
ALLE ALLEGION PLC $173.90万2.31%12,378 -153,244-92.5% -$2,152.92万 减仓
ETN EATON CORP PLC $150.68万2.01%3,536 -45,243-92.8% -$1,927.89万 减仓
JCI JOHNSON CONTROLS INTERNATION $150.16万2.00%10,277 -40,114-79.6% -$586.11万 重新持有
NVT NVENT ELEC PLC $149.90万1.99%8,838 8,838— $149.90万 新建仓
TT TRANE TECHNOLOGIES PLC $147.59万1.96%3,005 -29,725-90.8% -$1,459.97万 减仓
BLDR BUILDERS FIRSTSOURCE INC $138.76万1.85%15,507 12,620437.1% $112.92万 重新持有
WSO WATSCO INC $136.60万1.82%3,278 -3,152-49.0% -$131.35万 重新持有
SNA SNAP ON INC $130.46万1.74%3,242 -63,850-95.2% -$2,569.32万 减仓
AVY AVERY DENNISON CORP $129.83万1.73%7,997 7,997— $129.83万 新建仓
AOS SMITH A O CORP $114.31万1.52%18,225 -245,726-93.1% -$1,541.19万 减仓
AGCO AGCO CORP $93.10万1.24%7,778 -60,228-88.6% -$720.93万 重新持有
AXTA AXALTA COATING SYS LTD $90.40万1.20%26,416 26,416— $90.40万 新建仓
APH AMPHENOL CORP NEW $73.05万0.97%4,143 -133,064-97.0% -$2,346.19万 减仓
LECO LINCOLN ELEC HLDGS INC $67.71万0.90%2,550 2,550— $67.71万 新建仓
JBTM JBT MAREL CORPORATION $60.70万0.81%4,186 -12,436-74.8% -$180.32万 减仓
ST SENSATA TECHNOLOGIES HLDG PL $58.04万0.77%12,157 -143,891-92.2% -$686.94万 减仓
CMI CUMMINS INC $57.77万0.77%810 -5,542-87.2% -$395.26万 减仓
EME EMCOR GROUP INC $55.77万0.74%672 -13,560-95.3% -$1,125.32万 重新持有
LOW LOWES COS INC $33.45万0.45%1,517 1,517— $33.45万 新建仓
SWK STANLEY BLACK & DECKER INC $18.50万0.25%1,966 -72,427-97.4% -$681.68万 减仓
BALL BALL CORP $12.20万0.16%1,955 1,955— $12.20万 新建仓
KMT KENNAMETAL INC $11.78万0.16%3,362 3,362— $11.78万 新建仓
BCC BOISE CASCADE CO DEL $7.40万0.10%953 -542-36.3% -$4.21万 重新持有
VMC VULCAN MATLS CO $5.61万0.07%190 -46,074-99.6% -$1,359.23万 减仓
CAT CATERPILLAR INC $1.60万0.02%15 -24,935-99.9% -$2,655.41万 减仓
CCK CROWN HLDGS INC $3,5780.00%32 -104,967-100.0% -$1,173.66万 减仓
IR INGERSOLL RAND INC $00.00%0 -310,957-100.0% -$2,491.39万 清仓
IEX IDEX CORP $00.00%0 -130,389-100.0% -$2,471.52万 清仓
ITT ITT INC $00.00%0 -128,378-100.0% -$2,445.99万 清仓
MMM 3M CO $00.00%0 -96,480-100.0% -$1,401.18万 清仓
EMR EMERSON ELEC CO $00.00%0 -105,769-100.0% -$1,385.79万 清仓
RPM RPM INTL INC $00.00%0 -124,822-100.0% -$1,240.73万 清仓
LII LENNOX INTL INC $00.00%0 -24,024-100.0% -$1,115.03万 清仓
LIN LINDE PLC $00.00%0 -22,455-100.0% -$1,113.23万 清仓
TKR TIMKEN CO $00.00%0 -101,754-100.0% -$1,023.34万 清仓
DOV DOVER CORP $00.00%0 -40,800-100.0% -$850.48万 清仓
PPG PPG INDS INC $00.00%0 -61,559-100.0% -$657.94万 清仓
— TOPBUILD COR $00.00%0 -13,253-100.0% -$465.58万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -5,054-100.0% -$297.52万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -7,314-100.0% -$262.48万 清仓
CNH CNH INDL N V $00.00%0 -142,881-100.0% -$157.17万 清仓
AYI ACUITY INC $00.00%0 -4,257-100.0% -$119.29万 清仓