Havemeyer Place LP
GREENWICH CT · SEC CIK 0002026128
$10.13亿2026Q2 申报市值
495持仓数
10.6%前十大占比 · 第一大 1.4%
133 / 221新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KLAC 新建仓+$1,436.41万
TMO 新建仓+$1,007.03万
CASY 新建仓+$999.37万
ORCL 新建仓+$980.95万
F 重新持有+$934.25万
2026Q2 卖出最多 按季末市值估算
ARM 减仓-$2,028.85万
AMD 减仓-$1,244.31万
SNDK 减仓-$1,128.00万
TTMI 减仓-$1,042.69万
ADSK 清仓-$908.74万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -37,959 | -100.0% | -$908.74万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -47,936 | -100.0% | -$836.00万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -29,675 | -100.0% | -$725.38万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -36,035 | -100.0% | -$632.99万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -72,159 | -100.0% | -$580.09万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -17,281 | -100.0% | -$568.35万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -18,545 | -100.0% | -$522.38万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -15,423 | -100.0% | -$514.54万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -39,281 | -100.0% | -$472.51万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -10,781 | -100.0% | -$470.32万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -432,147 | -100.0% | -$464.13万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -91,195 | -100.0% | -$463.27万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -35,994 | -100.0% | -$457.84万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -306,234 | -100.0% | -$436.38万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -67,931 | -100.0% | -$432.31万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -15,186 | -100.0% | -$430.92万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,238 | -100.0% | -$430.64万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -44,197 | -100.0% | -$418.19万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -26,891 | -100.0% | -$405.57万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -178,653 | -100.0% | -$401.79万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -82,046 | -100.0% | -$401.78万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -8,808 | -100.0% | -$374.64万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -12,605 | -100.0% | -$372.29万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -39,858 | -100.0% | -$366.85万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -108,968 | -100.0% | -$348.81万 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -237,548 | -100.0% | -$345.16万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -28,920 | -100.0% | -$339.06万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -16,026 | -100.0% | -$333.16万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -31,481 | -100.0% | -$332.91万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -13,198 | -100.0% | -$323.05万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -2,953 | -100.0% | -$322.87万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -17,582 | -100.0% | -$320.57万 | 清仓 |
| HUT | HUT 8 CORP | $0 | 0.00% | 0 | -64,546 | -100.0% | -$302.79万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -28,278 | -100.0% | -$297.26万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -73,110 | -100.0% | -$291.34万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -323,148 | -100.0% | -$283.40万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -15,643 | -100.0% | -$281.68万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -67,785 | -100.0% | -$274.33万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -6,756 | -100.0% | -$263.76万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -13,273 | -100.0% | -$263.12万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -93,699 | -100.0% | -$263.11万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -1,981 | -100.0% | -$261.66万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -5,382 | -100.0% | -$255.41万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -312,816 | -100.0% | -$255.26万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,655 | -100.0% | -$252.52万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -34,677 | -100.0% | -$252.38万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -81,918 | -100.0% | -$251.57万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | -53,437 | -100.0% | -$247.73万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -11,766 | -100.0% | -$241.29万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -349,494 | -100.0% | -$240.10万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -150,149 | -100.0% | -$238.44万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -22,274 | -100.0% | -$238.06万 | 清仓 |
| FLR | FLUOR CORP NEW | $0 | 0.00% | 0 | -49,665 | -100.0% | -$231.69万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -39,690 | -100.0% | -$228.77万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -41,702 | -100.0% | -$226.28万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -37,882 | -100.0% | -$224.87万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -174,197 | -100.0% | -$224.37万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -47,110 | -100.0% | -$224.34万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -62,856 | -100.0% | -$223.01万 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -90,473 | -100.0% | -$221.03万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -37,083 | -100.0% | -$216.82万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -48,245 | -100.0% | -$214.59万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -22,788 | -100.0% | -$214.16万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -34,804 | -100.0% | -$210.11万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -6,077 | -100.0% | -$208.57万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -2,819 | -100.0% | -$208.13万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -57,976 | -100.0% | -$206.97万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -442,786 | -100.0% | -$203.68万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -75,213 | -100.0% | -$203.08万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -14,996 | -100.0% | -$198.82万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -5,540 | -100.0% | -$198.29万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -17,457 | -100.0% | -$196.15万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -30,928 | -100.0% | -$194.23万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -22,136 | -100.0% | -$192.83万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -8,220 | -100.0% | -$188.90万 | 清仓 |
| GEO | GEO GROUP INC NEW | $0 | 0.00% | 0 | -109,730 | -100.0% | -$184.46万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -17,077 | -100.0% | -$183.85万 | 清仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $0 | 0.00% | 0 | -35,953 | -100.0% | -$183.54万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -15,477 | -100.0% | -$182.03万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -14,241 | -100.0% | -$179.84万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -36,284 | -100.0% | -$179.24万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -9,641 | -100.0% | -$173.08万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -19,362 | -100.0% | -$171.30万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -15,357 | -100.0% | -$171.11万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -8,663 | -100.0% | -$169.78万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -87,903 | -100.0% | -$167.37万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | -25,094 | -100.0% | -$166.82万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -46,314 | -100.0% | -$165.94万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -10,033 | -100.0% | -$165.89万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -6,191 | -100.0% | -$165.18万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -25,926 | -100.0% | -$164.53万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -14,235 | -100.0% | -$164.41万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -25,486 | -100.0% | -$163.29万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -4,034 | -100.0% | -$159.94万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -73,880 | -100.0% | -$159.88万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -3,051 | -100.0% | -$159.48万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -20,930 | -100.0% | -$154.71万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -29,158 | -100.0% | -$153.81万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -19,886 | -100.0% | -$152.90万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -4,504 | -100.0% | -$152.77万 | 清仓 |