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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $470.32万 | 0.54% | 10,781 | 9,191 | 578.1% | $400.96万 | 加仓 |
| MRK | MERCK & CO INC | $472.51万 | 0.55% | 39,281 | 39,281 | — | $472.51万 | 新建仓 |
| MSFT | MICROSOFT CORP | $485.74万 | 0.56% | 13,122 | 13,122 | — | $485.74万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $489.60万 | 0.56% | 67,354 | 51,675 | 329.6% | $375.63万 | 加仓 |
| BURL | BURLINGTON STORES INC | $490.61万 | 0.57% | 15,078 | 15,078 | — | $490.61万 | 新建仓 |
| CSL | CARLISLE COS INC | $514.54万 | 0.59% | 15,423 | 13,537 | 717.8% | $451.62万 | 加仓 |
| CLS | CELESTICA INC | $522.38万 | 0.60% | 18,545 | 10,335 | 125.9% | $291.12万 | 加仓 |
| AMZN | AMAZON COM INC | $530.13万 | 0.61% | 25,454 | 25,454 | — | $530.13万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $535.74万 | 0.62% | 3,885 | 3,673 | 1,732.5% | $506.50万 | 加仓 |
| NOW | SERVICENOW INC | $550.05万 | 0.63% | 52,611 | 4,530 | 9.4% | $47.36万 | 加仓 |
| HD | HOME DEPOT INC | $568.35万 | 0.66% | 17,281 | 17,281 | — | $568.35万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $575.27万 | 0.66% | 73,724 | 73,724 | — | $575.27万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $580.09万 | 0.67% | 72,159 | 72,159 | — | $580.09万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $581.98万 | 0.67% | 269,188 | 269,188 | — | $581.98万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $585.91万 | 0.68% | 20,014 | 20,014 | — | $585.91万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $612.30万 | 0.71% | 29,294 | 18,004 | 159.5% | $376.32万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $612.64万 | 0.71% | 62,886 | 48,728 | 344.2% | $474.71万 | 加仓 |
| VEEV | VEEVA SYS INC | $632.99万 | 0.73% | 36,035 | 36,035 | — | $632.99万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $659.03万 | 0.76% | 36,125 | 36,125 | — | $659.03万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $670.67万 | 0.77% | 32,968 | 32,968 | — | $670.67万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $697.08万 | 0.80% | 16,727 | 16,727 | — | $697.08万 | 新建仓 |
| DOW | DOW INC | $716.83万 | 0.83% | 172,109 | 172,109 | — | $716.83万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $725.38万 | 0.84% | 29,675 | 19,541 | 192.8% | $477.66万 | 加仓 |
| BX | BLACKSTONE INC | $823.47万 | 0.95% | 71,612 | 57,219 | 397.5% | $657.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $836.00万 | 0.96% | 47,936 | 29,086 | 154.3% | $507.26万 | 加仓 |
| ADSK | AUTODESK INC | $908.74万 | 1.05% | 37,959 | 37,959 | — | $908.74万 | 新建仓 |
| CMI | CUMMINS INC | $956.12万 | 1.10% | 17,771 | 15,470 | 672.3% | $832.32万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $969.66万 | 1.12% | 64,097 | 64,097 | — | $969.66万 | 新建仓 |