Havemeyer Place LP
GREENWICH CT · SEC CIK 0002026128
$8.67亿2026Q1 申报市值
498持仓数
9.2%前十大占比 · 第一大 1.1%
224 / 145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
ARM 新建仓+$969.66万
ADSK 新建仓+$908.74万
CMI 加仓+$832.32万
DOW 新建仓+$716.83万
TT 新建仓+$697.08万
2026Q1 卖出最多 按季末市值估算
LEN 清仓-$856.42万
EXXON MOBIL CORP 清仓-$524.98万
AMAT 清仓-$436.47万
DIS 清仓-$406.93万
SLB 清仓-$370.11万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -518 | -100.0% | -$87.57万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -23,741 | -100.0% | -$86.96万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -1,705 | -100.0% | -$83.60万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -58,115 | -100.0% | -$83.34万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -117,679 | -100.0% | -$82.38万 | 清仓 |
| ARMK | ARAMARK | $0 | 0.00% | 0 | -22,255 | -100.0% | -$82.03万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -45,948 | -100.0% | -$81.47万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BCE | BCE INC | $0 | 0.00% | 0 | -33,623 | -100.0% | -$80.09万 | 清仓 |
| KBR | KBR INC | $0 | 0.00% | 0 | -19,912 | -100.0% | -$80.05万 | 清仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $0 | 0.00% | 0 | -17,351 | -100.0% | -$79.76万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -5,796 | -100.0% | -$76.44万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -21,489 | -100.0% | -$72.07万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -8,918 | -100.0% | -$71.59万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -2,156 | -100.0% | -$71.17万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | -2,906 | -100.0% | -$69.87万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -2,476 | -100.0% | -$69.06万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -4,302 | -100.0% | -$68.50万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -9,069 | -100.0% | -$68.31万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -12,204 | -100.0% | -$61.04万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -9,096 | -100.0% | -$60.53万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -7,125 | -100.0% | -$59.64万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,391 | -100.0% | -$57.98万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -4,177 | -100.0% | -$56.48万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -2,466 | -100.0% | -$50.86万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -17,812 | -100.0% | -$49.78万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -2,872 | -100.0% | -$49.19万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -4,192 | -100.0% | -$48.34万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -52,394 | -100.0% | -$48.31万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -20,544 | -100.0% | -$47.74万 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -7,428 | -100.0% | -$46.98万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -11,033 | -100.0% | -$46.82万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,372 | -100.0% | -$46.76万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -3,370 | -100.0% | -$44.73万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -2,066 | -100.0% | -$43.12万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -29,145 | -100.0% | -$42.38万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -4,372 | -100.0% | -$42.30万 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -7,497 | -100.0% | -$41.26万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -5,081 | -100.0% | -$41.03万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -3,020 | -100.0% | -$39.28万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,085 | -100.0% | -$38.75万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -958 | -100.0% | -$37.27万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -7,400 | -100.0% | -$37.22万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -4,000 | -100.0% | -$36.24万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -7,536 | -100.0% | -$35.50万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,345 | -100.0% | -$34.89万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,716 | -100.0% | -$34.79万 | 清仓 |
| MOS | MOSAIC CO NEW | $0 | 0.00% | 0 | -14,110 | -100.0% | -$33.99万 | 清仓 |
| ONDS | ONDAS HLDGS INC | $0 | 0.00% | 0 | -34,746 | -100.0% | -$33.91万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -9,424 | -100.0% | -$33.15万 | 清仓 |
| AGCO | AGCO CORP | $0 | 0.00% | 0 | -3,175 | -100.0% | -$33.12万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -2,013 | -100.0% | -$33.06万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -428 | -100.0% | -$33.04万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -6,554 | -100.0% | -$29.85万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,622 | -100.0% | -$29.26万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -21,840 | -100.0% | -$27.50万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -5,062 | -100.0% | -$27.41万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXP | EAGLE MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,823 | -100.0% | -$25.38万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -3,860 | -100.0% | -$24.29万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -947 | -100.0% | -$24.17万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -2,795 | -100.0% | -$21.63万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -649 | -100.0% | -$21.57万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -1,136 | -100.0% | -$21.09万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -3,093 | -100.0% | -$20.73万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -1,194 | -100.0% | -$20.69万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -4,613 | -100.0% | -$17.69万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHP | BHP GROUP LTD | $0 | 0.00% | 0 | -2,876 | -100.0% | -$17.36万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -563 | -100.0% | -$17.06万 | 清仓 |