13F 机构持仓

Havemeyer Place LP

GREENWICH CT · SEC CIK 0002026128

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$10.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ARM 1.1%
CMI 1.1%
ADSK 1.0%
NVDA 1.0%
BX 1.0%
JNJ 0.8%
DOW 0.8%
TT 0.8%
AMD 0.8%
COF 0.8%

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
ARM ARM HOLDINGS PLC $969.66万1.12%64,097 64,097— $969.66万 新建仓
CMI CUMMINS INC $956.12万1.10%17,771 15,470672.3% $832.32万 加仓
ADSK AUTODESK INC $908.74万1.05%37,959 37,959— $908.74万 新建仓
NVDA NVIDIA CORPORATION $836.00万0.96%47,936 29,086154.3% $507.26万 加仓
BX BLACKSTONE INC $823.47万0.95%71,612 57,219397.5% $657.96万 加仓
JNJ JOHNSON & JOHNSON $725.38万0.84%29,675 19,541192.8% $477.66万 加仓
DOW DOW INC $716.83万0.83%172,109 172,109— $716.83万 新建仓
TT TRANE TECHNOLOGIES PLC $697.08万0.80%16,727 16,727— $697.08万 新建仓
AMD ADVANCED MICRO DEVICES INC $670.67万0.77%32,968 32,968— $670.67万 新建仓
COF CAPITAL ONE FINL CORP $659.03万0.76%36,125 36,125— $659.03万 新建仓
VEEV VEEVA SYS INC $632.99万0.73%36,035 36,035— $632.99万 新建仓
TTMI TTM TECHNOLOGIES INC $612.64万0.71%62,886 48,728344.2% $474.71万 加仓
TEL TE CONNECTIVITY PLC $612.30万0.71%29,294 18,004159.5% $376.32万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $585.91万0.68%20,014 20,014— $585.91万 新建仓
DKNG DRAFTKINGS INC NEW $581.98万0.67%269,188 269,188— $581.98万 新建仓
ZM ZOOM COMMUNICATIONS INC $580.09万0.67%72,159 72,159— $580.09万 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $575.27万0.66%73,724 73,724— $575.27万 新建仓
HD HOME DEPOT INC $568.35万0.66%17,281 17,281— $568.35万 新建仓
NOW SERVICENOW INC $550.05万0.63%52,611 4,5309.4% $47.36万 加仓
FIX COMFORT SYS USA INC $535.74万0.62%3,885 3,6731,732.5% $506.50万 加仓
AMZN AMAZON COM INC $530.13万0.61%25,454 25,454— $530.13万 新建仓
CLS CELESTICA INC $522.38万0.60%18,545 10,335125.9% $291.12万 加仓
CSL CARLISLE COS INC $514.54万0.59%15,423 13,537717.8% $451.62万 加仓
BURL BURLINGTON STORES INC $490.61万0.57%15,078 15,078— $490.61万 新建仓
ADM ARCHER DANIELS MIDLAND CO $489.60万0.56%67,354 51,675329.6% $375.63万 加仓
MSFT MICROSOFT CORP $485.74万0.56%13,122 13,122— $485.74万 新建仓
MRK MERCK & CO INC $472.51万0.55%39,281 39,281— $472.51万 新建仓
MCO MOODYS CORP $470.32万0.54%10,781 9,191578.1% $400.96万 加仓
AAL AMERICAN AIRLS GROUP INC $464.13万0.54%432,147 432,147— $464.13万 新建仓
NFLX NETFLIX INC $463.34万0.53%48,189 39,968486.2% $384.29万 加仓
MRNA MODERNA INC $463.27万0.53%91,195 40,80881.0% $207.30万 加仓
RBLX ROBLOX CORP $458.96万0.53%81,146 55,503216.4% $313.92万 加仓
BG BUNGE GLOBAL SA $457.84万0.53%35,994 35,994— $457.84万 新建仓
RKT ROCKET COS INC $436.38万0.50%306,234 306,234— $436.38万 新建仓
EQT EQT CORP $432.31万0.50%67,931 59,484704.2% $378.56万 加仓
LNG CHENIERE ENERGY INC $430.92万0.50%15,186 9,049147.4% $256.77万 加仓
DELL DELL TECHNOLOGIES INC $430.64万0.50%26,238 26,238— $430.64万 新建仓
ROKU ROKU INC $418.19万0.48%44,197 34,292346.2% $324.47万 加仓
DY DYCOM INDS INC $411.29万0.47%12,139 12,139— $411.29万 新建仓
SNOW SNOWFLAKE INC $405.57万0.47%26,891 26,891— $405.57万 新建仓
TRGP TARGA RES CORP $402.22万0.46%16,042 7,05578.5% $176.89万 加仓
KHC KRAFT HEINZ CO $401.79万0.46%178,653 171,3272,338.6% $385.31万 加仓
RBRK RUBRIK INC. $401.78万0.46%82,046 82,046— $401.78万 新建仓
SAIA SAIA INC $398.42万0.46%11,342 8,662323.2% $304.28万 加仓
GOOGL ALPHABET INC $394.76万0.46%13,728 13,728— $394.76万 新建仓
SNDK SANDISK CORP $393.66万0.45%6,196 6,196— $393.66万 新建仓
JBHT HUNT J B TRANS SVCS INC $382.73万0.44%18,062 18,062— $382.73万 新建仓
MELI MERCADOLIBRE INC $377.96万0.44%2,186 2,186— $377.96万 新建仓
SPGI S&P GLOBAL INC $374.64万0.43%8,808 3,93380.7% $167.29万 加仓
DAR DARLING INGREDIENTS INC $372.78万0.43%60,271 35,808146.4% $221.47万 加仓
CME CME GROUP INC $372.29万0.43%12,605 12,605— $372.29万 新建仓
GLW CORNING INC $369.01万0.43%27,139 -3,052-10.1% -$41.50万 减仓
IAG IAMGOLD CORP $368.28万0.42%195,685 122,442167.2% $230.44万 加仓
SHW SHERWIN WILLIAMS CO $367.54万0.42%11,466 9,191404.0% $294.62万 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS $366.85万0.42%39,858 37,0511,320.0% $341.02万 加仓
ROST ROSS STORES INC $366.78万0.42%16,931 16,3913,035.4% $355.08万 加仓
GNRC GENERAC HLDGS INC $366.44万0.42%18,760 18,760— $366.44万 新建仓
AU ANGLOGOLD ASHANTI PLC $365.35万0.42%37,526 32,250611.3% $313.99万 加仓
PDD PDD HOLDINGS INC $358.39万0.41%35,074 35,074— $358.39万 新建仓
MCD MCDONALDS CORP $355.11万0.41%11,426 8,879348.6% $275.95万 加仓
LUMN LUMEN TECHNOLOGIES INC $350.70万0.40%504,605 265,304110.9% $184.39万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $348.81万0.40%108,968 93,908623.6% $300.60万 加仓
MAT MATTEL INC $345.16万0.40%237,548 237,548— $345.16万 新建仓
KMI KINDER MORGAN INC DEL $341.75万0.39%101,923 80,319371.8% $269.31万 加仓
KMX CARMAX INC $341.34万0.39%82,093 58,847253.1% $244.69万 加仓
ENTG ENTEGRIS INC $339.06万0.39%28,920 28,920— $339.06万 新建仓
ONON ON HLDG AG $335.46万0.39%98,608 68,440226.9% $232.83万 加仓
HSY HERSHEY CO $333.16万0.38%16,026 16,026— $333.16万 新建仓
GPC GENUINE PARTS CO $332.91万0.38%31,481 31,481— $332.91万 新建仓
MPC MARATHON PETE CORP $330.74万0.38%13,545 13,545— $330.74万 新建仓
MDB MONGODB INC $323.05万0.37%13,198 13,198— $323.05万 新建仓
MPWR MONOLITHIC PWR SYS INC $322.87万0.37%2,953 2,953— $322.87万 新建仓
WSM WILLIAMS SONOMA INC $320.57万0.37%17,582 17,582— $320.57万 新建仓
IVZ INVESCO LTD $316.30万0.36%130,219 93,499254.6% $227.11万 加仓
KO COCA COLA CO $313.58万0.36%41,233 41,233— $313.58万 新建仓
MAA MID-AMER APT CMNTYS INC $306.80万0.35%25,123 20,895494.2% $255.17万 加仓
HUT HUT 8 CORP $302.79万0.35%64,546 64,546— $302.79万 新建仓
VICI VICI PPTYS INC $301.28万0.35%110,277 62,548131.0% $170.88万 加仓
PEP PEPSICO INC $301.22万0.35%19,397 10,790125.4% $167.56万 加仓
FCX FREEPORT-MCMORAN INC $299.40万0.35%50,936 -26,065-33.9% -$153.21万 减仓
CRH CRH PLC $297.26万0.34%28,278 28,278— $297.26万 新建仓
AIG AMERICAN INTL GROUP INC $297.09万0.34%39,480 13,49852.0% $101.57万 加仓
AZO AUTOZONE INC $296.91万0.34%879 487124.2% $164.50万 加仓
MTZ MASTEC INC $294.13万0.34%9,142 9,142— $294.13万 新建仓
SW SMURFIT WESTROCK PLC $291.34万0.34%73,110 73,110— $291.34万 新建仓
CSGP COSTAR GROUP INC $286.68万0.33%71,065 67,8402,103.6% $273.67万 加仓
CBRE CBRE GROUP INC $283.95万0.33%20,962 16,071328.6% $217.70万 加仓
NVTS NAVITAS SEMICONDUCTOR CORP $283.40万0.33%323,148 236,341272.3% $207.27万 加仓
EFX EQUIFAX INC $281.68万0.33%15,643 9756.6% $17.56万 加仓
CF CF INDS HLDGS INC $280.82万0.32%21,628 13,873178.9% $180.13万 加仓
HII HUNTINGTON INGALLS INDS INC $279.87万0.32%7,367 3,847109.3% $146.15万 加仓
BN BROOKFIELD CORP $274.33万0.32%67,785 41,176154.7% $166.64万 加仓
CRWD CROWDSTRIKE HLDGS INC $263.76万0.30%6,756 6,756— $263.76万 新建仓
PGR PROGRESSIVE CORP $263.12万0.30%13,273 13,273— $263.12万 新建仓
PFE PFIZER INC $263.11万0.30%93,699 93,699— $263.11万 新建仓
ASML ASML HOLDING N V $261.66万0.30%1,981 1,981— $261.66万 新建仓
SE SEA LTD $259.82万0.30%31,376 21,527218.6% $178.27万 加仓
JOBY JOBY AVIATION INC $255.84万0.30%309,732 267,062625.9% $220.59万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $255.41万0.29%5,382 5,382— $255.41万 新建仓
MARA MARA HOLDINGS INC $255.26万0.29%312,816 312,816— $255.26万 新建仓