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Engineers Gate Manager LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Engineers Gate Manager LP
报告期 2026-03-31 · CIK 0001620220
持仓数
2,137
前50大市值合计
$2.29B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 31
增持 50
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DG
DOLLAR GEN CORP NEW
+$16.5M
166,887
+2380%
增持
FISV
FISERV INC
+$14.7M
134,646
+3389%
减持
HUM
HUMANA INC
-$14.5M
12,626
-73%
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。
减持
PYPL
PAYPAL HLDGS INC
-$14.5M
18,160
-92%
增持
PODD
INSULET CORP
+$13.1M
83,362
+10154%
增持
EW
EDWARDS LIFESCIENCES CORP
+$12.9M
215,813
+887%
减持
FIS
FIDELITY NATL INFORMATION SV
-$12.5M
26,660
-90%
建仓
—
TE CONNECTIVITY LTD
+$12.4M
100,767
建仓
NEE
NEXTERA ENERGY INC
+$12.3M
215,233
清仓
HON
HONEYWELL INTL INC
-$12.1M
0
-100%
减持
IEX
IDEX CORP
-$11.8M
3,283
-94%
增持
TRV
TRAVELERS COMPANIES INC
+$11.6M
78,923
+979%
增持
—
JOHNSON CTLS INTL PLC
+$11.6M
321,124
+299%
建仓
HCA
HCA HEALTHCARE INC
+$11.4M
46,274
建仓
MU
MICRON TECHNOLOGY INC
+$11.3M
166,713
建仓
ALGN
ALIGN TECHNOLOGY INC
+$10.6M
34,732
增持
DAL
DELTA AIR LINES INC DEL
+$10.5M
397,038
+354%
增持
DXCM
DEXCOM INC
+$10.5M
121,255
+1709%
建仓
PANW
PALO ALTO NETWORKS INC
+$10.3M
44,024
清仓
AIG
AMERICAN INTL GROUP INC
-$10.3M
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$10.3M
0
-100%
增持
HAL
HALLIBURTON CO
+$10.3M
276,660
+863%
建仓
HSY
HERSHEY CO
+$10.0M
50,100
清仓
SPY
SPDR S&P 500 ETF TR
-$9.8M
0
-100%
清仓
CTVA
CORTEVA INC
-$9.7M
0
-100%
增持
NKE
NIKE INC
+$9.7M
120,162
+640%
清仓
TMUS
T-MOBILE US INC
-$9.4M
0
-100%
增持
CRM
SALESFORCE INC
+$9.3M
55,580
+493%
增持
LMT
LOCKHEED MARTIN CORP
+$9.2M
30,454
+328%
减持
GOOGL
ALPHABET INC
-$9.1M
21,826
-78%
增持
MRSH
MARSH & MCLENNAN COS INC
+$9.1M
54,185
+750%
减持
MSCI
MSCI INC
-$9.1M
3,822
-84%
减持
ZTS
ZOETIS INC
-$9.0M
5,562
-90%
清仓
EBAY
EBAY INC.
-$9.0M
0
-100%
建仓
MRK
MERCK & CO INC
+$8.8M
85,961
增持
MSFT
MICROSOFT CORP
+$8.7M
28,185
+4605%
增持
DLTR
DOLLAR TREE INC
+$8.6M
106,396
+468%
增持
MDB
MONGODB INC
+$8.6M
36,997
+263%
减持
SNPS
SYNOPSYS INC
-$8.6M
5,026
-80%
建仓
INTC
INTEL CORP
+$8.6M
241,781
减持
PAYX
PAYCHEX INC
-$8.5M
6,279
-92%
减持
COST
COSTCO WHSL CORP NEW
-$8.3M
2,316
-87%
减持
BSX
BOSTON SCIENTIFIC CORP
-$7.7M
13,164
-92%
增持
MMM
3M CO
+$7.5M
103,537
+368%
减持
SQ
BLOCK INC
-$7.5M
92,009
-47%
增持
ULTA
ULTA BEAUTY INC
+$7.3M
33,154
+162%
增持
—
DISCOVER FINL SVCS
+$7.2M
104,807
+568%
清仓
ALL
ALLSTATE CORP
-$7.1M
0
-100%
建仓
V
VISA INC
+$7.1M
30,905
清仓
GD
GENERAL DYNAMICS CORP
-$7.1M
0
-100%
减持
WYNN
WYNN RESORTS LTD
-$7.0M
32,931
-65%
增持
BKNG
BOOKING HOLDINGS INC
+$7.0M
2,447
+1105%
减持
J
JACOBS SOLUTIONS INC
-$6.9M
4,824
-92%
减持
ETR
ENTERGY CORP NEW
-$6.9M
19,741
-78%
减持
DKNG
DRAFTKINGS INC NEW
-$6.8M
153,932
-64%
建仓
GE
GENERAL ELECTRIC CO
+$6.8M
61,892
清仓
—
ARCH CAP GROUP LTD
-$6.8M
0
-100%
增持
WDAY
WORKDAY INC
+$6.8M
37,250
+613%
减持
UBER
UBER TECHNOLOGIES INC
-$6.7M
54,125
-75%
增持
CSCO
CISCO SYS INC
+$6.7M
145,497
+560%
减持
GPN
GLOBAL PMTS INC
-$6.7M
14,629
-83%
增持
W
WAYFAIR INC
+$6.6M
147,599
+310%
增持
MOS
MOSAIC CO NEW
+$6.4M
237,088
+307%
减持
RNG
RINGCENTRAL INC
-$6.4M
73,212
-72%
建仓
PWR
QUANTA SVCS INC
+$6.3M
33,454
建仓
SPGI
S&P GLOBAL INC
+$6.2M
17,007
增持
HPQ
HP INC
+$6.2M
322,626
+370%
建仓
RTX
RTX CORPORATION
+$6.2M
85,630
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$6.2M
7,551
-78%
建仓
SNAP
SNAP INC
+$6.1M
682,698
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$6.1M
2,124
-54%
清仓
BX
BLACKSTONE INC
-$6.1M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$6.0M
2,177
-95%
减持
LNTH
LANTHEUS HLDGS INC
-$6.0M
86,438
-40%
清仓
COP
CONOCOPHILLIPS
-$5.9M
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$5.9M
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$5.9M
88,084
+163%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$5.8M
114,988
+206%
建仓
PH
PARKER-HANNIFIN CORP
+$5.8M
14,982
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.8M
29,264
-50%
减持
CL
COLGATE PALMOLIVE CO
-$5.8M
21,643
-77%
增持
DELL
DELL TECHNOLOGIES INC
+$5.8M
96,638
+499%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$5.7M
45,852
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$5.7M
157,007
-38%
清仓
AVGO
BROADCOM INC
-$5.7M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$5.6M
44,990
+581%
减持
INTU
INTUIT
-$5.5M
11,628
-53%
减持
SE
SEA LTD
-$5.4M
10,176
-90%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$5.4M
193,406
-74%
减持
ABT
ABBOTT LABS
-$5.2M
21,259
-68%
清仓
CBRE
CBRE GROUP INC
-$5.2M
0
-100%
减持
SBUX
STARBUCKS CORP
-$5.1M
33,026
-60%
建仓
—
STELLANTIS N.V
+$5.0M
261,916
增持
—
LIBERTY GLOBAL PLC
+$5.0M
371,390
+364%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$5.0M
0
-100%
减持
VEEV
VEEVA SYS INC
-$4.9M
5,768
-81%
减持
KMB
KIMBERLY-CLARK CORP
-$4.9M
8,149
-81%
增持
HD
HOME DEPOT INC
+$4.9M
55,748
+45%
建仓
MTZ
MASTEC INC
+$4.8M
67,055
建仓
COF
CAPITAL ONE FINL CORP
+$4.7M
48,907
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.7M
113,692
+287%
减持
ADSK
AUTODESK INC
-$4.7M
9,553
-71%
建仓
EL
LAUDER ESTEE COS INC
+$4.7M
32,472
增持
—
CARNIVAL CORP
+$4.5M
372,032
+1128%
减持
TRMB
TRIMBLE INC
-$4.5M
10,366
-89%
减持
MOH
MOLINA HEALTHCARE INC
-$4.5M
1,938
-89%
清仓
CHDN
CHURCHILL DOWNS INC
-$4.5M
0
-100%
建仓
—
XP INC
+$4.4M
189,430
增持
NOW
SERVICENOW INC
+$4.4M
9,922
+371%
减持
SLB
SCHLUMBERGER LTD
-$4.3M
26,103
-78%
减持
LNG
CHENIERE ENERGY INC
-$4.3M
28,338
-52%
增持
GPC
GENUINE PARTS CO
+$4.3M
39,016
+391%
减持
—
CHUBB LIMITED
-$4.3M
1,427
-94%
建仓
AAPL
APPLE INC
+$4.3M
24,827
建仓
PG
PROCTER AND GAMBLE CO
+$4.2M
29,136
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$4.2M
0
-100%
增持
—
TOPBUILD CORP
+$4.2M
18,838
+899%
减持
—
SKECHERS U S A INC
-$4.2M
15,672
-83%
建仓
CAR
AVIS BUDGET GROUP
+$4.2M
23,165
增持
LKQ
LKQ CORP
+$4.1M
92,686
+1073%
减持
ETSY
ETSY INC
-$4.1M
4,638
-91%
减持
—
EVEREST GROUP LTD
-$4.1M
5,267
-70%
增持
VRT
VERTIV HOLDINGS CO
+$4.1M
194,121
+54%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$4.0M
0
-100%
增持
SYY
SYSCO CORP
+$3.9M
80,157
+326%
建仓
ALK
ALASKA AIR GROUP INC
+$3.9M
105,016
建仓
FLO
FLOWERS FOODS INC
+$3.9M
174,208
增持
TTD
THE TRADE DESK INC
+$3.8M
58,594
+487%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$3.8M
58,630
+948%
建仓
—
ROYAL CARIBBEAN GROUP
+$3.8M
41,190
增持
LEN
LENNAR CORP
+$3.8M
56,372
+178%
建仓
VST
VISTRA CORP
+$3.8M
113,942
减持
MET
METLIFE INC
-$3.7M
57,270
-56%
增持
RPM
RPM INTL INC
+$3.7M
42,955
+1074%
清仓
—
PENTAIR PLC
-$3.7M
0
-100%
清仓
NRG
NRG ENERGY INC
-$3.7M
0
-100%
增持
OKTA
OKTA INC
+$3.7M
65,346
+178%
减持
ROST
ROSS STORES INC
-$3.7M
15,292
-68%
增持
EVRG
EVERGY INC
+$3.7M
82,172
+906%
增持
PLNT
PLANET FITNESS INC
+$3.7M
82,654
+1325%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$3.7M
12,348
-82%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
12,635
+445%
增持
CACI
CACI INTL INC
+$3.5M
12,182
+1152%
增持
GM
GENERAL MTRS CO
+$3.5M
189,363
+163%
减持
CINF
CINCINNATI FINL CORP
-$3.5M
33,729
-53%
建仓
BF/B
BROWN FORMAN CORP
+$3.4M
59,595
减持
NFG
NATIONAL FUEL GAS CO
-$3.4M
50,967
-57%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$3.4M
7,983
+93%
建仓
DHI
D R HORTON INC
+$3.4M
31,603
减持
GDDY
GODADDY INC
-$3.4M
15,834
-74%
