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 |
|---|---|---|---|---|---|---|---|---|
| S | SENTINELONE INC | $224.37万 | 0.26% | 174,197 | 126,559 | 265.7% | $163.01万 | 加仓 |
| OVV | OVINTIV INC | $224.87万 | 0.26% | 37,882 | 37,882 | — | $224.87万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $226.15万 | 0.26% | 8,009 | -7,650 | -48.9% | -$216.01万 | 减仓 |
| BWA | BORGWARNER INC | $226.28万 | 0.26% | 41,702 | 27,354 | 190.6% | $148.42万 | 加仓 |
| AAPL | APPLE INC | $227.80万 | 0.26% | 8,976 | 5,193 | 137.3% | $131.79万 | 加仓 |
| MHK | MOHAWK INDS INC | $227.96万 | 0.26% | 23,153 | 22,959 | 11,834.5% | $226.05万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $228.77万 | 0.26% | 39,690 | 39,690 | — | $228.77万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $229.14万 | 0.26% | 11,616 | 11,616 | — | $229.14万 | 新建仓 |
| NI | NISOURCE INC | $229.18万 | 0.26% | 49,117 | 34,511 | 236.3% | $161.03万 | 加仓 |
| LMND | LEMONADE INC | $230.92万 | 0.27% | 36,841 | 26,514 | 256.7% | $166.19万 | 加仓 |
| FLR | FLUOR CORP NEW | $231.69万 | 0.27% | 49,665 | 49,665 | — | $231.69万 | 新建仓 |
| ATI | ATI INC | $233.58万 | 0.27% | 16,058 | 2,426 | 17.8% | $35.29万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $234.93万 | 0.27% | 37,439 | 8,013 | 27.2% | $50.28万 | 加仓 |
| Z | ZILLOW GROUP INC | $237.54万 | 0.27% | 57,404 | 57,404 | — | $237.54万 | 新建仓 |
| PPG | PPG INDS INC | $238.06万 | 0.27% | 22,274 | 21,630 | 3,358.7% | $231.18万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $238.44万 | 0.28% | 150,149 | 150,149 | — | $238.44万 | 新建仓 |
| WING | WINGSTOP INC | $238.65万 | 0.28% | 15,400 | 13,842 | 888.4% | $214.51万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $240.10万 | 0.28% | 349,494 | 253,647 | 264.6% | $174.26万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $241.29万 | 0.28% | 11,766 | 7,205 | 158.0% | $147.75万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $242.87万 | 0.28% | 30,508 | 30,508 | — | $242.87万 | 新建仓 |
| DAVE | DAVE INC | $245.85万 | 0.28% | 14,122 | 9,505 | 205.9% | $165.47万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $247.73万 | 0.29% | 53,437 | 51,439 | 2,574.5% | $238.47万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $248.86万 | 0.29% | 8,184 | 8,184 | — | $248.86万 | 新建仓 |
| ARGX | ARGENX SE | $250.55万 | 0.29% | 3,431 | 2,956 | 622.3% | $215.86万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $251.57万 | 0.29% | 81,918 | 81,918 | — | $251.57万 | 新建仓 |
| WMB | WILLIAMS COS INC | $252.38万 | 0.29% | 34,677 | 11,726 | 51.1% | $85.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $252.52万 | 0.29% | 5,655 | 3,598 | 174.9% | $160.67万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $253.71万 | 0.29% | 24,886 | 24,886 | — | $253.71万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $255.26万 | 0.29% | 312,816 | 312,816 | — | $255.26万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $255.41万 | 0.29% | 5,382 | 5,382 | — | $255.41万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $255.84万 | 0.30% | 309,732 | 267,062 | 625.9% | $220.59万 | 加仓 |
| SE | SEA LTD | $259.82万 | 0.30% | 31,376 | 21,527 | 218.6% | $178.27万 | 加仓 |
| ASML | ASML HOLDING N V | $261.66万 | 0.30% | 1,981 | 1,981 | — | $261.66万 | 新建仓 |
| PFE | PFIZER INC | $263.11万 | 0.30% | 93,699 | 93,699 | — | $263.11万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $263.12万 | 0.30% | 13,273 | 13,273 | — | $263.12万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $263.76万 | 0.30% | 6,756 | 6,756 | — | $263.76万 | 新建仓 |
| BN | BROOKFIELD CORP | $274.33万 | 0.32% | 67,785 | 41,176 | 154.7% | $166.64万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $279.87万 | 0.32% | 7,367 | 3,847 | 109.3% | $146.15万 | 加仓 |
| CF | CF INDS HLDGS INC | $280.82万 | 0.32% | 21,628 | 13,873 | 178.9% | $180.13万 | 加仓 |
| EFX | EQUIFAX INC | $281.68万 | 0.33% | 15,643 | 975 | 6.6% | $17.56万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $283.40万 | 0.33% | 323,148 | 236,341 | 272.3% | $207.27万 | 加仓 |
| CBRE | CBRE GROUP INC | $283.95万 | 0.33% | 20,962 | 16,071 | 328.6% | $217.70万 | 加仓 |
| CSGP | COSTAR GROUP INC | $286.68万 | 0.33% | 71,065 | 67,840 | 2,103.6% | $273.67万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $291.34万 | 0.34% | 73,110 | 73,110 | — | $291.34万 | 新建仓 |
| MTZ | MASTEC INC | $294.13万 | 0.34% | 9,142 | 9,142 | — | $294.13万 | 新建仓 |
| AZO | AUTOZONE INC | $296.91万 | 0.34% | 879 | 487 | 124.2% | $164.50万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $297.09万 | 0.34% | 39,480 | 13,498 | 52.0% | $101.57万 | 加仓 |
| CRH | CRH PLC | $297.26万 | 0.34% | 28,278 | 28,278 | — | $297.26万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $299.40万 | 0.35% | 50,936 | -26,065 | -33.9% | -$153.21万 | 减仓 |
| PEP | PEPSICO INC | $301.22万 | 0.35% | 19,397 | 10,790 | 125.4% | $167.56万 | 加仓 |
| VICI | VICI PPTYS INC | $301.28万 | 0.35% | 110,277 | 62,548 | 131.0% | $170.88万 | 加仓 |
| HUT | HUT 8 CORP | $302.79万 | 0.35% | 64,546 | 64,546 | — | $302.79万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $306.80万 | 0.35% | 25,123 | 20,895 | 494.2% | $255.17万 | 加仓 |
| KO | COCA COLA CO | $313.58万 | 0.36% | 41,233 | 41,233 | — | $313.58万 | 新建仓 |
| IVZ | INVESCO LTD | $316.30万 | 0.36% | 130,219 | 93,499 | 254.6% | $227.11万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $320.57万 | 0.37% | 17,582 | 17,582 | — | $320.57万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $322.87万 | 0.37% | 2,953 | 2,953 | — | $322.87万 | 新建仓 |
| MDB | MONGODB INC | $323.05万 | 0.37% | 13,198 | 13,198 | — | $323.05万 | 新建仓 |
| MPC | MARATHON PETE CORP | $330.74万 | 0.38% | 13,545 | 13,545 | — | $330.74万 | 新建仓 |
| GPC | GENUINE PARTS CO | $332.91万 | 0.38% | 31,481 | 31,481 | — | $332.91万 | 新建仓 |
| HSY | HERSHEY CO | $333.16万 | 0.38% | 16,026 | 16,026 | — | $333.16万 | 新建仓 |
| ONON | ON HLDG AG | $335.46万 | 0.39% | 98,608 | 68,440 | 226.9% | $232.83万 | 加仓 |
| ENTG | ENTEGRIS INC | $339.06万 | 0.39% | 28,920 | 28,920 | — | $339.06万 | 新建仓 |
| KMX | CARMAX INC | $341.34万 | 0.39% | 82,093 | 58,847 | 253.1% | $244.69万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $341.75万 | 0.39% | 101,923 | 80,319 | 371.8% | $269.31万 | 加仓 |
| MAT | MATTEL INC | $345.16万 | 0.40% | 237,548 | 237,548 | — | $345.16万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $348.81万 | 0.40% | 108,968 | 93,908 | 623.6% | $300.60万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $350.70万 | 0.40% | 504,605 | 265,304 | 110.9% | $184.39万 | 加仓 |
| MCD | MCDONALDS CORP | $355.11万 | 0.41% | 11,426 | 8,879 | 348.6% | $275.95万 | 加仓 |
| PDD | PDD HOLDINGS INC | $358.39万 | 0.41% | 35,074 | 35,074 | — | $358.39万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $365.35万 | 0.42% | 37,526 | 32,250 | 611.3% | $313.99万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $366.44万 | 0.42% | 18,760 | 18,760 | — | $366.44万 | 新建仓 |
| ROST | ROSS STORES INC | $366.78万 | 0.42% | 16,931 | 16,391 | 3,035.4% | $355.08万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $366.85万 | 0.42% | 39,858 | 37,051 | 1,320.0% | $341.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $367.54万 | 0.42% | 11,466 | 9,191 | 404.0% | $294.62万 | 加仓 |
| IAG | IAMGOLD CORP | $368.28万 | 0.42% | 195,685 | 122,442 | 167.2% | $230.44万 | 加仓 |
| GLW | CORNING INC | $369.01万 | 0.43% | 27,139 | -3,052 | -10.1% | -$41.50万 | 减仓 |
| CME | CME GROUP INC | $372.29万 | 0.43% | 12,605 | 12,605 | — | $372.29万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $372.78万 | 0.43% | 60,271 | 35,808 | 146.4% | $221.47万 | 加仓 |
| SPGI | S&P GLOBAL INC | $374.64万 | 0.43% | 8,808 | 3,933 | 80.7% | $167.29万 | 加仓 |
| MELI | MERCADOLIBRE INC | $377.96万 | 0.44% | 2,186 | 2,186 | — | $377.96万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $382.73万 | 0.44% | 18,062 | 18,062 | — | $382.73万 | 新建仓 |
| SNDK | SANDISK CORP | $393.66万 | 0.45% | 6,196 | 6,196 | — | $393.66万 | 新建仓 |
| GOOGL | ALPHABET INC | $394.76万 | 0.46% | 13,728 | 13,728 | — | $394.76万 | 新建仓 |
| SAIA | SAIA INC | $398.42万 | 0.46% | 11,342 | 8,662 | 323.2% | $304.28万 | 加仓 |
| RBRK | RUBRIK INC. | $401.78万 | 0.46% | 82,046 | 82,046 | — | $401.78万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $401.79万 | 0.46% | 178,653 | 171,327 | 2,338.6% | $385.31万 | 加仓 |
| TRGP | TARGA RES CORP | $402.22万 | 0.46% | 16,042 | 7,055 | 78.5% | $176.89万 | 加仓 |
| SNOW | SNOWFLAKE INC | $405.57万 | 0.47% | 26,891 | 26,891 | — | $405.57万 | 新建仓 |
| DY | DYCOM INDS INC | $411.29万 | 0.47% | 12,139 | 12,139 | — | $411.29万 | 新建仓 |
| ROKU | ROKU INC | $418.19万 | 0.48% | 44,197 | 34,292 | 346.2% | $324.47万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $430.64万 | 0.50% | 26,238 | 26,238 | — | $430.64万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $430.92万 | 0.50% | 15,186 | 9,049 | 147.4% | $256.77万 | 加仓 |
| EQT | EQT CORP | $432.31万 | 0.50% | 67,931 | 59,484 | 704.2% | $378.56万 | 加仓 |
| RKT | ROCKET COS INC | $436.38万 | 0.50% | 306,234 | 306,234 | — | $436.38万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $457.84万 | 0.53% | 35,994 | 35,994 | — | $457.84万 | 新建仓 |
| RBLX | ROBLOX CORP | $458.96万 | 0.53% | 81,146 | 55,503 | 216.4% | $313.92万 | 加仓 |
| MRNA | MODERNA INC | $463.27万 | 0.53% | 91,195 | 40,808 | 81.0% | $207.30万 | 加仓 |
| NFLX | NETFLIX INC | $463.34万 | 0.53% | 48,189 | 39,968 | 486.2% | $384.29万 | 加仓 |
| AAL | AMERICAN AIRLS GROUP INC | $464.13万 | 0.54% | 432,147 | 432,147 | — | $464.13万 | 新建仓 |