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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $253.71万 | 0.29% | 24,886 | 24,886 | — | $253.71万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $252.52万 | 0.29% | 5,655 | 3,598 | 174.9% | $160.67万 | 加仓 |
| WMB | WILLIAMS COS INC | $252.38万 | 0.29% | 34,677 | 11,726 | 51.1% | $85.34万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $251.57万 | 0.29% | 81,918 | 81,918 | — | $251.57万 | 新建仓 |
| ARGX | ARGENX SE | $250.55万 | 0.29% | 3,431 | 2,956 | 622.3% | $215.86万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $248.86万 | 0.29% | 8,184 | 8,184 | — | $248.86万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $247.73万 | 0.29% | 53,437 | 51,439 | 2,574.5% | $238.47万 | 加仓 |
| DAVE | DAVE INC | $245.85万 | 0.28% | 14,122 | 9,505 | 205.9% | $165.47万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $242.87万 | 0.28% | 30,508 | 30,508 | — | $242.87万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $241.29万 | 0.28% | 11,766 | 7,205 | 158.0% | $147.75万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $240.10万 | 0.28% | 349,494 | 253,647 | 264.6% | $174.26万 | 加仓 |
| WING | WINGSTOP INC | $238.65万 | 0.28% | 15,400 | 13,842 | 888.4% | $214.51万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $238.44万 | 0.28% | 150,149 | 150,149 | — | $238.44万 | 新建仓 |
| PPG | PPG INDS INC | $238.06万 | 0.27% | 22,274 | 21,630 | 3,358.7% | $231.18万 | 加仓 |
| Z | ZILLOW GROUP INC | $237.54万 | 0.27% | 57,404 | 57,404 | — | $237.54万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $234.93万 | 0.27% | 37,439 | 8,013 | 27.2% | $50.28万 | 加仓 |
| ATI | ATI INC | $233.58万 | 0.27% | 16,058 | 2,426 | 17.8% | $35.29万 | 加仓 |
| FLR | FLUOR CORP NEW | $231.69万 | 0.27% | 49,665 | 49,665 | — | $231.69万 | 新建仓 |
| LMND | LEMONADE INC | $230.92万 | 0.27% | 36,841 | 26,514 | 256.7% | $166.19万 | 加仓 |
| NI | NISOURCE INC | $229.18万 | 0.26% | 49,117 | 34,511 | 236.3% | $161.03万 | 加仓 |
| FSLR | FIRST SOLAR INC | $229.14万 | 0.26% | 11,616 | 11,616 | — | $229.14万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $228.77万 | 0.26% | 39,690 | 39,690 | — | $228.77万 | 新建仓 |
| MHK | MOHAWK INDS INC | $227.96万 | 0.26% | 23,153 | 22,959 | 11,834.5% | $226.05万 | 加仓 |
| AAPL | APPLE INC | $227.80万 | 0.26% | 8,976 | 5,193 | 137.3% | $131.79万 | 加仓 |
| BWA | BORGWARNER INC | $226.28万 | 0.26% | 41,702 | 27,354 | 190.6% | $148.42万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $226.15万 | 0.26% | 8,009 | -7,650 | -48.9% | -$216.01万 | 减仓 |
| OVV | OVINTIV INC | $224.87万 | 0.26% | 37,882 | 37,882 | — | $224.87万 | 新建仓 |
| S | SENTINELONE INC | $224.37万 | 0.26% | 174,197 | 126,559 | 265.7% | $163.01万 | 加仓 |
| PBF | PBF ENERGY INC | $224.34万 | 0.26% | 47,110 | 26,803 | 132.0% | $127.64万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $223.01万 | 0.26% | 62,856 | 35,225 | 127.5% | $124.98万 | 加仓 |
| WY | WEYERHAEUSER CO MTN BE | $221.03万 | 0.26% | 90,473 | 90,473 | — | $221.03万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $220.36万 | 0.25% | 117,028 | 18,294 | 18.5% | $34.45万 | 加仓 |
| TGT | TARGET CORP | $220.15万 | 0.25% | 18,164 | 18,164 | — | $220.15万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $216.82万 | 0.25% | 37,083 | 26,657 | 255.7% | $155.86万 | 加仓 |
| NTRA | NATERA INC | $216.15万 | 0.25% | 10,808 | 10,808 | — | $216.15万 | 新建仓 |
| CAVA | CAVA GROUP INC | $214.87万 | 0.25% | 26,560 | 26,560 | — | $214.87万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $214.59万 | 0.25% | 48,245 | 48,245 | — | $214.59万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $214.16万 | 0.25% | 22,788 | 10,906 | 91.8% | $102.49万 | 加仓 |
| MCK | MCKESSON CORP | $214.09万 | 0.25% | 2,474 | 2,344 | 1,803.1% | $202.84万 | 加仓 |
| VRSN | VERISIGN INC | $213.24万 | 0.25% | 8,586 | 8,586 | — | $213.24万 | 新建仓 |
| FROG | JFROG LTD | $213.20万 | 0.25% | 45,429 | 45,429 | — | $213.20万 | 新建仓 |
| MAS | MASCO CORP | $210.11万 | 0.24% | 34,804 | 31,093 | 837.9% | $187.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $208.57万 | 0.24% | 6,077 | 5,760 | 1,817.0% | $197.69万 | 加仓 |
| EME | EMCOR GROUP INC | $208.13万 | 0.24% | 2,819 | 2,819 | — | $208.13万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $206.97万 | 0.24% | 57,976 | 57,976 | — | $206.97万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $206.34万 | 0.24% | 2,439 | 2,439 | — | $206.34万 | 新建仓 |
| WSO | WATSCO INC | $205.47万 | 0.24% | 5,648 | 3,214 | 132.0% | $116.92万 | 加仓 |
| INSM | INSMED INC | $203.76万 | 0.24% | 12,461 | 6,570 | 111.5% | $107.43万 | 加仓 |
| SNAP | SNAP INC | $203.68万 | 0.24% | 442,786 | 442,786 | — | $203.68万 | 新建仓 |
| CHWY | CHEWY INC | $203.08万 | 0.23% | 75,213 | 74,822 | 19,136.1% | $202.02万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $202.06万 | 0.23% | 11,708 | 11,708 | — | $202.06万 | 新建仓 |
| HDB | HDFC BANK LTD | $200.24万 | 0.23% | 80,483 | 80,483 | — | $200.24万 | 新建仓 |
| FIVE | FIVE BELOW INC | $199.30万 | 0.23% | 8,723 | 8,723 | — | $199.30万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $198.82万 | 0.23% | 14,996 | 9,037 | 151.7% | $119.81万 | 加仓 |
| WWD | WOODWARD INC | $198.29万 | 0.23% | 5,540 | 4,524 | 445.3% | $161.92万 | 加仓 |
| PPL | PPL CORP | $197.72万 | 0.23% | 51,758 | 51,758 | — | $197.72万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $197.23万 | 0.23% | 21,366 | 13,500 | 171.6% | $124.62万 | 加仓 |
| ETR | ENTERGY CORP NEW | $196.15万 | 0.23% | 17,457 | 17,457 | — | $196.15万 | 新建仓 |
| WAB | WABTEC | $195.18万 | 0.23% | 7,810 | 7,810 | — | $195.18万 | 新建仓 |
| DXCM | DEXCOM INC | $194.23万 | 0.22% | 30,928 | 18,875 | 156.6% | $118.53万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $192.94万 | 0.22% | 2,828 | 1,734 | 158.5% | $118.30万 | 加仓 |
| PNR | PENTAIR PLC | $192.83万 | 0.22% | 22,136 | 22,136 | — | $192.83万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $190.27万 | 0.22% | 68,148 | 57,845 | 561.4% | $161.50万 | 加仓 |
| MKSI | MKS INC. | $188.90万 | 0.22% | 8,220 | 8,220 | — | $188.90万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $185.75万 | 0.21% | 99,489 | 99,489 | — | $185.75万 | 新建仓 |
| GEO | GEO GROUP INC NEW | $184.46万 | 0.21% | 109,730 | 73,536 | 203.2% | $123.61万 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $184.06万 | 0.21% | 39,685 | 35,979 | 970.8% | $166.87万 | 加仓 |
| GKOS | GLAUKOS CORP | $183.85万 | 0.21% | 17,077 | 3,520 | 26.0% | $37.90万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $183.54万 | 0.21% | 35,953 | 35,953 | — | $183.54万 | 新建仓 |
| TRMB | TRIMBLE INC | $182.13万 | 0.21% | 27,921 | 27,921 | — | $182.13万 | 新建仓 |
| PHM | PULTE GROUP INC | $182.03万 | 0.21% | 15,477 | 7,729 | 99.8% | $90.90万 | 加仓 |
| INCY | INCYTE CORP | $180.19万 | 0.21% | 19,145 | 19,145 | — | $180.19万 | 新建仓 |
| CAR | AVIS BUDGET GROUP | $179.94万 | 0.21% | 12,337 | 12,337 | — | $179.94万 | 新建仓 |
| ABNB | AIRBNB INC | $179.84万 | 0.21% | 14,241 | 12,293 | 631.1% | $155.24万 | 加仓 |
| CNM | CORE & MAIN INC | $179.24万 | 0.21% | 36,284 | 36,284 | — | $179.24万 | 新建仓 |
| JEF | JEFFERIES FINL GROUP INC | $178.65万 | 0.21% | 43,288 | 35,865 | 483.2% | $148.01万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $177.97万 | 0.21% | 8,768 | 8,768 | — | $177.97万 | 新建仓 |
| TPG | TPG INC | $177.53万 | 0.20% | 43,823 | 43,823 | — | $177.53万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $177.43万 | 0.20% | 2,605 | 2,173 | 503.0% | $148.01万 | 加仓 |
| ECL | ECOLAB INC | $177.12万 | 0.20% | 6,658 | 6,658 | — | $177.12万 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP | $175.72万 | 0.20% | 188,738 | 93,823 | 98.8% | $87.35万 | 加仓 |
| RH | RH | $174.36万 | 0.20% | 12,470 | 12,470 | — | $174.36万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $173.20万 | 0.20% | 22,019 | 5,887 | 36.5% | $46.31万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $173.15万 | 0.20% | 38,453 | 38,453 | — | $173.15万 | 新建仓 |
| ALB | ALBEMARLE CORP | $173.08万 | 0.20% | 9,641 | 3,115 | 47.7% | $55.92万 | 加仓 |
| SHAK | SHAKE SHACK INC | $171.30万 | 0.20% | 19,362 | 14,954 | 339.2% | $132.30万 | 加仓 |
| BIDU | BAIDU INC | $171.11万 | 0.20% | 15,357 | 7,370 | 92.3% | $82.12万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $170.98万 | 0.20% | 20,632 | 11,222 | 119.3% | $93.00万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $170.77万 | 0.20% | 56,695 | -4,583 | -7.5% | -$13.80万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $169.78万 | 0.20% | 8,663 | 8,261 | 2,055.0% | $161.90万 | 加仓 |
| GMED | GLOBUS MED INC | $168.74万 | 0.19% | 19,584 | 4,380 | 28.8% | $37.74万 | 加仓 |
| XP | XP INC | $167.37万 | 0.19% | 87,903 | 36,240 | 70.1% | $69.00万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $166.82万 | 0.19% | 25,094 | 8,982 | 55.7% | $59.71万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $165.94万 | 0.19% | 46,314 | 18,334 | 65.5% | $65.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $165.89万 | 0.19% | 10,033 | -16,053 | -61.5% | -$265.42万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $165.18万 | 0.19% | 6,191 | -2,487 | -28.7% | -$66.36万 | 减仓 |
| TTAN | SERVICETITAN INC | $164.53万 | 0.19% | 25,926 | 25,926 | — | $164.53万 | 新建仓 |
| PCAR | PACCAR INC | $164.41万 | 0.19% | 14,235 | 14,032 | 6,912.3% | $162.07万 | 加仓 |
| TSN | TYSON FOODS INC | $163.29万 | 0.19% | 25,486 | 24,121 | 1,767.1% | $154.54万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $161.53万 | 0.19% | 20,943 | 805 | 4.0% | $6.21万 | 加仓 |