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 |
|---|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -6,925 | -100.0% | -$16.54万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -2,251 | -100.0% | -$16.45万 | 清仓 |
| STNE | STONECO LTD | $0 | 0.00% | 0 | -10,816 | -100.0% | -$16.00万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -1,843 | -100.0% | -$15.49万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -3,039 | -100.0% | -$15.20万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | -2,489 | -100.0% | -$14.57万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -1,272 | -100.0% | -$14.23万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CX | CEMEX SAB DE CV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | -360 | -100.0% | -$12.70万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,051 | -100.0% | -$10.22万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -631 | -100.0% | -$9.76万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -3,598 | -100.0% | -$9.40万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -430 | -100.0% | -$7.59万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -392 | -100.0% | -$3.94万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -2,770 | -100.0% | -$3.30万 | 清仓 |
| REG | REGENCY CTRS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -74 | -100.0% | -$2.18万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -195 | -100.0% | -$1.14万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -36 | -100.0% | -$1.13万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |