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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -83,309 | -100.0% | -$856.42万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -43,625 | -100.0% | -$524.98万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -16,984 | -100.0% | -$436.47万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -35,768 | -100.0% | -$406.93万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -96,433 | -100.0% | -$370.11万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -19,457 | -100.0% | -$359.12万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,422 | -100.0% | -$277.88万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -32,603 | -100.0% | -$274.55万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -25,249 | -100.0% | -$259.79万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -8,542 | -100.0% | -$257.05万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -7,310 | -100.0% | -$255.84万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -21,706 | -100.0% | -$253.29万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -81,774 | -100.0% | -$249.74万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -2,331 | -100.0% | -$249.50万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -29,634 | -100.0% | -$242.88万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -3,510 | -100.0% | -$237.46万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -27,784 | -100.0% | -$227.02万 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -17,459 | -100.0% | -$222.88万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -103,278 | -100.0% | -$210.79万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -12,238 | -100.0% | -$208.65万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -10,335 | -100.0% | -$205.38万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NIO | NIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -16,398 | -100.0% | -$197.32万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -14,518 | -100.0% | -$187.34万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -56,470 | -100.0% | -$170.37万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -24,611 | -100.0% | -$164.72万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -2,507 | -100.0% | -$163.85万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -4,610 | -100.0% | -$162.86万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -76,108 | -100.0% | -$154.35万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -26,359 | -100.0% | -$153.88万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -4,828 | -100.0% | -$150.11万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -13,716 | -100.0% | -$142.50万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -16,230 | -100.0% | -$141.77万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -16,419 | -100.0% | -$140.79万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -8,332 | -100.0% | -$138.61万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -28,216 | -100.0% | -$138.37万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -97,830 | -100.0% | -$137.26万 | 清仓 |
| BB | BLACKBERRY LTD | $0 | 0.00% | 0 | -356,058 | -100.0% | -$134.95万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -571,298 | -100.0% | -$134.25万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -67,897 | -100.0% | -$130.29万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -4,539 | -100.0% | -$129.55万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -66,561 | -100.0% | -$128.93万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -3,497 | -100.0% | -$125.91万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -42,913 | -100.0% | -$125.61万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -41,806 | -100.0% | -$117.73万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -13,945 | -100.0% | -$116.93万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -21,467 | -100.0% | -$113.71万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -5,657 | -100.0% | -$109.79万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -15,924 | -100.0% | -$108.46万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -10,323 | -100.0% | -$108.40万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -5,787 | -100.0% | -$107.36万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -9,118 | -100.0% | -$103.59万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -10,891 | -100.0% | -$102.59万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -31,538 | -100.0% | -$102.40万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -2,713 | -100.0% | -$100.26万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -10,472 | -100.0% | -$99.83万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -21,234 | -100.0% | -$97.85万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -95,534 | -100.0% | -$96.68万 | 清仓 |
| PCTY | PAYLOCITY HLDG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -33,807 | -100.0% | -$90.37万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -215,700 | -100.0% | -$89.08万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -1,880 | -100.0% | -$87.77万 | 清仓 |