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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 31
增持 67
减持 41
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SBUX
STARBUCKS CORP
+$29.2M
335,527
+916%
增持
ROST
ROSS STORES INC
+$21.6M
168,793
+1004%
增持
DDOG
DATADOG INC
+$21.4M
192,172
+822%
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。
增持
HUM
HUMANA INC
+$20.8M
58,954
+367%
增持
DASH
DOORDASH INC
+$20.5M
261,760
+286%
增持
WMT
WALMART INC
+$18.6M
127,300
+1331%
增持
QCOM
QUALCOMM INC
+$17.3M
120,926
+5881%
清仓
HD
HOME DEPOT INC
-$16.8M
0
-100%
增持
ZS
ZSCALER INC
+$16.3M
83,107
+502%
增持
COIN
COINBASE GLOBAL INC
+$15.2M
93,506
+564%
建仓
QQQ
INVESCO QQQ TR
+$14.6M
35,625
增持
STZ
CONSTELLATION BRANDS INC
+$14.2M
63,031
+1385%
建仓
ABNB
AIRBNB INC
+$14.1M
103,769
增持
BDX
BECTON DICKINSON & CO
+$14.1M
59,869
+3046%
建仓
DIS
DISNEY WALT CO
+$14.0M
155,319
减持
DG
DOLLAR GEN CORP NEW
-$13.7M
29,315
-82%
减持
EW
EDWARDS LIFESCIENCES CORP
-$13.2M
22,534
-90%
增持
SNPS
SYNOPSYS INC
+$12.8M
29,331
+484%
增持
GDDY
GODADDY INC
+$12.6M
130,177
+722%
增持
NOC
NORTHROP GRUMMAN CORP
+$12.4M
27,276
+2951%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$12.3M
30,381
减持
TRV
TRAVELERS COMPANIES INC
-$12.3M
3,164
-96%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$12.2M
711,533
减持
DAL
DELTA AIR LINES INC DEL
-$12.2M
62,052
-84%
减持
FISV
FISERV INC
-$12.0M
24,179
-82%
增持
MELI
MERCADOLIBRE INC
+$12.0M
12,136
+117%
增持
LULU
LULULEMON ATHLETICA INC
+$11.7M
25,981
+547%
减持
—
JOHNSON CTLS INTL PLC
-$11.3M
100,632
-69%
减持
NEE
NEXTERA ENERGY INC
-$11.3M
17,492
-92%
增持
CMI
CUMMINS INC
+$11.1M
47,965
+2411%
减持
HCA
HCA HEALTHCARE INC
-$10.7M
2,523
-95%
建仓
—
CRH PLC
+$10.6M
153,750
减持
DLTR
DOLLAR TREE INC
-$10.5M
5,796
-95%
减持
CRM
SALESFORCE INC
-$10.4M
3,267
-94%
增持
PYPL
PAYPAL HLDGS INC
+$10.4M
186,542
+927%
增持
DECK
DECKERS OUTDOOR CORP
+$10.4M
18,215
+423%
建仓
EBAY
EBAY INC.
+$10.4M
237,810
增持
—
AON PLC
+$10.2M
42,123
+574%
增持
TFC
TRUIST FINL CORP
+$10.2M
293,470
+1245%
建仓
TSN
TYSON FOODS INC
+$10.1M
188,422
减持
ULTA
ULTA BEAUTY INC
-$10.0M
6,549
-80%
减持
PODD
INSULET CORP
-$9.9M
15,649
-81%
增持
EXC
EXELON CORP
+$9.8M
306,335
+862%
建仓
—
TRANE TECHNOLOGIES PLC
+$9.7M
39,666
减持
ELV
ELEVANCE HEALTH INC
-$9.7M
24,674
-50%
建仓
PINS
PINTEREST INC
+$9.6M
259,972
建仓
CSGP
COSTAR GROUP INC
+$9.6M
109,874
增持
APA
APA CORPORATION
+$9.6M
278,176
+2895%
减持
PANW
PALO ALTO NETWORKS INC
-$9.6M
2,557
-94%
清仓
XYL
XYLEM INC
-$9.6M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$9.5M
52,251
+130%
减持
ALGN
ALIGN TECHNOLOGY INC
-$9.4M
4,283
-88%
减持
DXCM
DEXCOM INC
-$9.4M
15,719
-87%
清仓
RMD
RESMED INC
-$9.3M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$9.1M
6,232
-88%
建仓
PFE
PFIZER INC
+$9.1M
316,320
增持
APD
AIR PRODS & CHEMS INC
+$9.1M
34,780
+2128%
减持
—
DISCOVER FINL SVCS
-$8.7M
3,132
-97%
减持
MU
MICRON TECHNOLOGY INC
-$8.7M
31,527
-81%
增持
AGCO
AGCO CORP
+$8.6M
80,561
+727%
建仓
ARW
ARROW ELECTRS INC
+$8.6M
70,357
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$8.5M
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$8.5M
7,175
-92%
增持
CEG
CONSTELLATION ENERGY CORP
+$8.5M
84,333
+588%
减持
—
PIONEER NAT RES CO
-$8.5M
3,972
-90%
建仓
DUOL
DUOLINGO INC
+$8.5M
37,293
增持
EOG
EOG RES INC
+$8.5M
132,355
+122%
建仓
CTVA
CORTEVA INC
+$8.4M
175,671
增持
BIO
BIO RAD LABS INC
+$8.4M
31,726
+512%
增持
—
ELASTIC N V
+$8.3M
84,639
+472%
建仓
BRZE
BRAZE INC
+$8.3M
156,635
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$8.3M
36,829
+388%
建仓
—
LIBERTY GLOBAL LTD
+$8.1M
458,622
清仓
CLX
CLOROX CO DEL
-$7.9M
0
-100%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$7.8M
153,092
+161%
增持
SE
SEA LTD
+$7.8M
203,264
+1897%
增持
—
LYONDELLBASELL INDUSTRIES N
+$7.8M
92,813
+727%
建仓
NRG
NRG ENERGY INC
+$7.8M
150,069
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$7.7M
22,772
+2383%
建仓
—
EXXON MOBIL CORP
+$7.6M
76,065
减持
MDB
MONGODB INC
-$7.5M
12,843
-65%
减持
PPG
PPG INDS INC
-$7.4M
20,809
-74%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$7.4M
82,572
+301%
增持
FOX
FOX CORP
+$7.3M
353,526
+317%
清仓
AMP
AMERIPRISE FINL INC
-$7.3M
0
-100%
减持
MKTX
MARKETAXESS HLDGS INC
-$7.3M
2,964
-92%
减持
FCX
FREEPORT-MCMORAN INC
-$7.2M
158,359
-58%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$7.1M
217,970
+90%
增持
GIS
GENERAL MLS INC
+$7.1M
166,029
+184%
建仓
EMR
EMERSON ELEC CO
+$7.0M
72,084
增持
STT
STATE STR CORP
+$7.0M
125,783
+203%
增持
—
MONDAY COM LTD
+$6.9M
68,295
+84%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$6.7M
4,617
+117%
建仓
HRL
HORMEL FOODS CORP
+$6.6M
205,830
减持
MRK
MERCK & CO INC
-$6.6M
21,023
-76%
增持
LYFT
LYFT INC
+$6.5M
616,095
+140%
增持
SNAP
SNAP INC
+$6.5M
744,540
+9%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$6.5M
0
-100%
减持
BAC
BANK AMERICA CORP
-$6.5M
77,961
-77%
建仓
—
DUPONT DE NEMOURS INC
+$6.5M
84,469
增持
NTNX
NUTANIX INC
+$6.4M
256,892
+54%
增持
CCI
CROWN CASTLE INC
+$6.4M
65,563
+416%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$6.4M
1,694
-96%
减持
CNC
CENTENE CORP DEL
-$6.4M
46,257
-68%
减持
PSX
PHILLIPS 66
-$6.4M
7,228
-88%
清仓
—
LIBERTY GLOBAL PLC
-$6.4M
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$6.3M
91,045
+99%
清仓
PWR
QUANTA SVCS INC
-$6.3M
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$6.2M
36,231
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$6.2M
16,030
建仓
RBLX
ROBLOX CORP
+$6.2M
135,429
增持
BRBR
BELLRING BRANDS INC
+$6.2M
208,819
+60%
清仓
RTX
RTX CORPORATION
-$6.2M
0
-100%
减持
—
TE CONNECTIVITY LTD
-$6.2M
44,802
-56%
增持
GPC
GENUINE PARTS CO
+$6.1M
85,044
+118%
增持
IOT
SAMSARA INC
+$6.1M
357,082
+55%
增持
—
ICON PLC
+$6.0M
28,783
+237%
增持
SLB
SCHLUMBERGER LTD
+$6.0M
144,906
+455%
清仓
INTU
INTUIT
-$5.9M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.9M
8,380
-82%
增持
ETSY
ETSY INC
+$5.9M
76,250
+1544%
增持
TW
TRADEWEB MKTS INC
+$5.9M
78,940
+380%
减持
HSY
HERSHEY CO
-$5.8M
22,689
-55%
减持
V
VISA INC
-$5.7M
5,249
-83%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$5.7M
61,324
建仓
CRUS
CIRRUS LOGIC INC
+$5.7M
68,789
增持
ORLY
OREILLY AUTOMOTIVE INC
+$5.7M
12,725
+81%
减持
USB
US BANCORP DEL
-$5.7M
46,291
-80%
减持
SPGI
S&P GLOBAL INC
-$5.7M
1,214
-93%
增持
IT
GARTNER INC
+$5.7M
14,661
+429%
减持
MHK
MOHAWK INDS INC
-$5.7M
3,439
-95%
增持
—
AMBARELLA INC
+$5.7M
107,157
+522%
减持
DELL
DELL TECHNOLOGIES INC
-$5.6M
13,272
-86%
增持
ROL
ROLLINS INC
+$5.6M
202,852
+135%
增持
CINF
CINCINNATI FINL CORP
+$5.6M
87,779
+160%
减持
AXP
AMERICAN EXPRESS CO
-$5.6M
5,880
-87%
减持
UGI
UGI CORP NEW
-$5.6M
145,085
-64%
减持
LEN
LENNAR CORP
-$5.6M
5,205
-91%
建仓
—
ARCH CAP GROUP LTD
+$5.5M
74,711
增持
MANH
MANHATTAN ASSOCIATES INC
+$5.5M
44,176
+120%
增持
KNF
KNIFE RIVER CORP
+$5.5M
122,137
+135%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$5.5M
24,511
增持
CCK
CROWN HLDGS INC
+$5.5M
68,481
+628%
增持
GM
GENERAL MTRS CO
+$5.4M
325,361
+72%
增持
DKNG
DRAFTKINGS INC NEW
+$5.4M
281,197
+83%
增持
MSI
MOTOROLA SOLUTIONS INC
+$5.3M
34,713
+68%
建仓
APO
APOLLO GLOBAL MGMT INC
+$5.2M
56,131
增持
INCY
INCYTE CORP
+$5.2M
159,414
+92%
增持
FHI
FEDERATED HERMES INC
+$5.2M
205,148
+298%
建仓
PATH
UIPATH INC
+$5.2M
208,234
