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 |
|---|---|---|---|---|---|---|---|---|
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -2,382 | -100.0% | -$17.72万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -1,791 | -100.0% | -$15.26万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -6,794 | -100.0% | -$14.78万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -1,375 | -100.0% | -$13.62万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -2,616 | -100.0% | -$12.62万 | 清仓 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -315 | -100.0% | -$8.62万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -782 | -100.0% | -$6.26万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -2,824 | -100.0% | -$5.90万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -974 | -100.0% | -$5.75万 | 清仓 |
| BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | -4,118 | -100.0% | -$5.51万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -239 | -100.0% | -$4.89万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -390 | -100.0% | -$4.66万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -3,385 | -100.0% | -$2.84万 | 清仓 |
| PL | PLANET LABS PBC | $0 | 0.00% | 0 | -749 | -100.0% | -$2.09万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -162 | -100.0% | -$1.77万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -48 | -100.0% | -$2,390 | 清仓 |