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ALPINE ASSOCIATES MANAGEMENT INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ALPINE ASSOCIATES MANAGEMENT INC.
报告期 2026-03-31 · CIK 0001396835
持仓数
70
前50大市值合计
$1.62B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 106 项
建仓 40
增持 21
减持 8
清仓 37
方向
标的
Δ市值
现股数(环比)
清仓
—
CYBERARK SOFTWARE LTD
-$84.9M
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$81.8M
0
-100%
清仓
—
NEW GOLD INC CDA
-$81.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
FRONTIER COMMUNICATIONS PARE
-$72.8M
0
-100%
清仓
BA
BOEING CO
-$64.0M
0
-100%
清仓
—
AVIDITY BIOSCIENCES INC
-$62.6M
0
-100%
建仓
UNF
UNIFIRST CORP MASS
+$54.6M
217,050
建仓
—
VALARIS LTD
+$46.3M
472,500
建仓
SLAB
SILICON LABORATORIES INC
+$46.3M
222,450
清仓
—
CIDARA THERAPEUTICS INC
-$46.1M
0
-100%
建仓
—
ARCELLX INC
+$43.4M
378,000
建仓
PEN
PENUMBRA INC
+$43.3M
131,950
建仓
—
APELLIS PHARMACEUTICALS INC
+$34.8M
864,000
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$34.4M
865,500
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$33.7M
1,228,100
建仓
—
MASIMO CORP
+$33.6M
189,000
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$31.1M
1,181,300
建仓
WBS
WEBSTER FINL CORP
+$28.9M
416,500
增持
—
CSG SYS INTL INC
+$28.5M
402,515
+747%
增持
QRVO
QORVO INC
+$27.0M
801,559
+93%
建仓
AES
AES CORP
+$26.6M
1,890,163
增持
WBD
WARNER BROS DISCOVERY INC
+$26.5M
1,564,650
+175%
建仓
AAUC
ALLIED GOLD CORP
+$25.9M
837,300
建仓
—
THERMON GROUP HLDGS INC
+$24.5M
485,882
清仓
—
DAYFORCE INC
-$23.1M
0
-100%
建仓
—
ONESTREAM INC
+$22.1M
920,692
清仓
CMA
COMERICA INC
-$20.9M
0
-100%
建仓
NATL
NCR ATLEOS CORPORATION
+$20.7M
474,800
增持
—
CLEARWATER ANALYTICS HLDGS I
+$20.6M
1,265,435
+229%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$19.8M
925,000
清仓
—
ANYWHERE REAL ESTATE INC
-$19.8M
0
-100%
建仓
STKL
SUNOPTA INC
+$19.2M
2,969,800
建仓
—
SELECT MED HLDGS CORP
+$19.2M
1,176,700
建仓
SNCY
SUN CTRY AIRLS HLDGS INC
+$18.7M
1,132,850
清仓
TGNA
TEGNA INC
-$18.6M
0
-100%
清仓
—
CONFLUENT INC
-$18.5M
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$18.2M
0
-100%
增持
—
JANUS HENDERSON GROUP PLC
+$18.0M
590,576
+127%
建仓
NSA
NATIONAL STORAGE AFFILIATES
+$18.0M
475,900
增持
—
AIR LEASE CORP
+$17.9M
1,382,306
+24%
清仓
—
HILLENBRAND INC
-$17.4M
0
-100%
增持
DBRG
DIGITALBRIDGE GROUP INC
+$16.6M
1,452,335
+282%
建仓
—
VERIS RESIDENTIAL INC
+$14.1M
748,452
增持
KVUE
KENVUE INC
+$13.9M
2,968,520
+38%
清仓
—
REV GROUP INC
-$12.3M
0
-100%
清仓
—
JAMF HLDG CORP
-$12.2M
0
-100%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$11.3M
0
-100%
清仓
RKT
ROCKET COS INC
-$11.1M
0
-100%
清仓
STAA
STAAR SURGICAL CO
-$10.8M
0
-100%
清仓
—
SOHO HOUSE & CO INC
-$10.4M
0
-100%
清仓
VECO
VEECO INSTRS INC DEL
-$10.1M
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$9.9M
320,764
+18%
建仓
TALK
TALKSPACE INC
+$9.6M
1,855,000
增持
—
AMICUS THERAPEUTIC
+$9.6M
1,596,190
+68%
清仓
—
ASTRIA THERAPEUTICS INC
-$9.5M
0
-100%
清仓
—
SYNOVUS FINL CORP
-$9.5M
0
-100%
清仓
—
ASPEN INSURANCE HOLDINGS LTD
-$9.4M
0
-100%
增持
SUNC
SUNOCOCORP LLC
+$8.7M
186,676
+225%
增持
—
SEALED AIR CORP NEW
+$8.6M
624,900
+46%
增持
—
SEMRUSH HLDGS INC
+$8.5M
1,584,094
+80%
建仓
CDE
COEUR MNG INC
+$7.6M
407,542
建仓
—
TERNS PHARMACEUTICALS INC
+$7.5M
142,250
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$7.3M
0
-100%
建仓
COMP
COMPASS INC
+$7.0M
962,209
建仓
—
STELLAR BANCORP INC
+$6.9M
188,650
建仓
CRBG
COREBRIDGE FINL INC
+$6.9M
287,263
建仓
—
TRI POINTE HOMES INC
+$6.6M
141,750
建仓
TEX
TEREX CORP NEW
+$6.3M
107,432
建仓
—
ENHABIT INC
+$6.3M
450,000
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$5.7M
116,878
+46%
清仓
—
GUESS INC
-$5.4M
0
-100%
清仓
—
ALEXANDER & BALDWIN INC NEW
-$4.7M
0
-100%
建仓
EWCZ
EUROPEAN WAX CTR INC
+$4.5M
777,103
清仓
FRGE
FORGE GLOBAL HOLDINGS INC
-$4.4M
0
-100%
清仓
PLYM
PLYMOUTH INDL REIT INC
-$4.0M
0
-100%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$3.8M
0
-100%
建仓
CCO
CLEAR CHANNEL OUTDOOR HLDGS
+$3.6M
1,500,000
增持
IMXI
INTERNATIONAL MONEY EXPRESS
+$3.5M
600,998
+54%
建仓
CTRA
COTERRA ENERGY INC
+$3.3M
94,500
减持
—
AMERICAN WOODMARK CORP
-$3.2M
225,795
-0%
增持
—
PROASSURANCE CORP
+$3.2M
945,590
+13%
减持
SSTK
SHUTTERSTOCK INC
-$3.1M
1,139,955
-1%
增持
BHF
BRIGHTHOUSE FINL INC
+$3.0M
453,947
+22%
增持
TWO
TWO HARBORS INVENTMENT CORPO
+$2.6M
664,251
+40%
清仓
CIVI
CIVITAS RESOURCES INC
-$2.6M
0
-100%
清仓
QCOM
QUALCOMM INC
-$2.5M
0
-100%
建仓
GORO
GOLD RESOURCE CORP
+$2.3M
1,933,632
清仓
—
TREEHOUSE FOODS INC
-$2.2M
0
-100%
清仓
—
EVENTBRITE INC
-$2.2M
0
-100%
增持
—
CANTALOUPE INC
+$2.2M
2,078,079
+9%
增持
—
UDEMY INC
+$2.2M
1,187,402
+108%
建仓
—
KENNEDY-WILSON HOLDINGS INC
+$2.0M
189,000
建仓
PKST
PEAKSTONE REALTY TRUST
+$2.0M
94,500
减持
NSC
NORFOLK SOUTHN CORP
-$1.9M
464,455
-1%
清仓
—
SEMLER SCIENTIFIC INC
-$1.5M
0
-100%
建仓
—
ON24 INC
+$1.2M
146,623
清仓
IAG
IAMGOLD CORP
-$1.1M
0
-100%
减持
LBRDK
LIBERTY BROADBAND CORP
+$696.4K
472,162
-0%
建仓
BCO
BRINKS CO
+$396.8K
3,829
建仓
ALGT
ALLEGIANT TRAVEL CO
+$389.0K
4,800
清仓
—
STRIVE INC
-$339.1K
0
-100%
减持
—
HOLOGIC INC
+$241.5K
432,210
-1%
减持
GTLS
CHART INDS INC
-$227.0K
428,754
-1%
减持
—
AXALTA COATING SYS LTD
-$223.3K
47,226
-0%
增持
TXNM
TXNM ENERGY INC
+$96.9K
512,106
+1%
减持
GETY
GETTY IMAGES HOLDINGS INC
-$51.9K
94,151
-0%
