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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 27
增持 67
减持 43
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CEG
CONSTELLATION ENERGY CORP
+$28.3M
141,500
减持
SPY
SPDR S&P 500 ETF TR
-$26.1M
26,936
-65%
增持
QCOM
QUALCOMM INC
+$25.3M
141,862
+700%
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
NOC
NORTHROP GRUMMAN CORP
+$25.1M
62,055
+1419%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$23.4M
574,134
+6779%
增持
PYPL
PAYPAL HLDGS INC
+$22.8M
445,257
+873%
建仓
QQQ
INVESCO QQQ TR
+$22.0M
46,019
减持
AAPL
APPLE INC
-$20.2M
45,823
-74%
增持
MU
MICRON TECHNOLOGY INC
+$19.4M
150,713
+3918%
减持
META
META PLATFORMS INC
-$19.1M
3,708
-91%
增持
MRK
MERCK & CO INC
+$18.3M
159,750
+1339%
减持
ZTS
ZOETIS INC
-$18.2M
8,269
-93%
增持
V
VISA INC
+$18.1M
88,588
+380%
增持
SNOW
SNOWFLAKE INC
+$18.0M
158,465
+657%
建仓
CSGP
COSTAR GROUP INC
+$17.1M
230,279
增持
MSFT
MICROSOFT CORP
+$16.7M
37,819
+6288%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$16.6M
378,732
+851%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$16.4M
29,732
增持
WAB
WABTEC
+$16.3M
124,725
+432%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$16.3M
33,275
-66%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$14.8M
14,961
-89%
增持
MA
MASTERCARD INCORPORATED
+$14.7M
44,696
+331%
增持
UNP
UNION PAC CORP
+$14.6M
84,143
+363%
减持
HD
HOME DEPOT INC
-$14.2M
22,686
-61%
减持
VRSK
VERISK ANALYTICS INC
-$14.2M
27,257
-70%
建仓
AVGO
BROADCOM INC
+$14.1M
8,792
增持
LDOS
LEIDOS HOLDINGS INC
+$13.6M
128,700
+228%
增持
GOOG
ALPHABET INC
+$13.5M
81,740
+707%
建仓
C
CITIGROUP INC
+$13.2M
208,121
增持
BDX
BECTON DICKINSON & CO
+$13.1M
90,633
+177%
增持
WFC
WELLS FARGO CO NEW
+$13.0M
257,363
+555%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$12.9M
49,024
-92%
增持
WDC
WESTERN DIGITAL CORP.
+$12.8M
294,188
+111%
建仓
APH
AMPHENOL CORP NEW
+$12.7M
188,516
增持
TGT
TARGET CORP
+$12.7M
91,483
+1724%
减持
MPWR
MONOLITHIC PWR SYS INC
-$12.5M
5,391
-78%
建仓
RTX
RTX CORPORATION
+$12.2M
121,190
增持
VRT
VERTIV HOLDINGS CO
+$12.1M
157,246
+749%
减持
UBER
UBER TECHNOLOGIES INC
-$12.0M
24,057
-87%
增持
EXC
EXELON CORP
+$12.0M
597,493
+159%
清仓
CVX
CHEVRON CORP NEW
-$11.9M
0
-100%
增持
DXCM
DEXCOM INC
+$11.8M
107,355
+3462%
增持
DKS
DICKS SPORTING GOODS INC
+$11.7M
67,924
+423%
建仓
COF
CAPITAL ONE FINL CORP
+$11.5M
82,789
清仓
—
ACCENTURE PLC IRELAND
-$11.4M
0
-100%
增持
—
TOPBUILD CORP
+$11.3M
41,183
+296%
增持
TTD
THE TRADE DESK INC
+$11.2M
141,108
+371%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$11.0M
108,051
+1794%
建仓
CPRT
COPART INC
+$10.9M
201,945
减持
RBLX
ROBLOX CORP
-$10.9M
211,536
-57%
增持
—
EATON CORP PLC
+$10.6M
37,081
+1022%
增持
SBUX
STARBUCKS CORP
+$10.6M
232,902
+181%
建仓
AIG
AMERICAN INTL GROUP INC
+$10.3M
139,011
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$10.2M
0
-100%
建仓
AZO
AUTOZONE INC
+$10.2M
3,446
增持
HWM
HOWMET AEROSPACE INC
+$10.1M
188,049
+188%
减持
PCG
PG&E CORP
-$9.8M
151,918
-80%
增持
FRPT
FRESHPET INC
+$9.8M
77,573
+3385%
增持
FTNT
FORTINET INC
+$9.8M
219,731
+333%
减持
ABT
ABBOTT LABS
-$9.7M
12,811
-87%
增持
LYFT
LYFT INC
+$9.7M
925,769
+428%
建仓
GE
GE AEROSPACE
+$9.6M
60,601
减持
ARES
ARES MANAGEMENT CORPORATION
-$9.6M
20,567
-78%
减持
SPGI
S&P GLOBAL INC
-$9.5M
4,452
-84%
减持
QRVO
QORVO INC
-$9.5M
4,598
-95%
清仓
INCY
INCYTE CORP
-$9.2M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$9.2M
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$9.1M
5,173
-89%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$9.1M
358,045
+7685%
增持
DASH
DOORDASH INC
+$8.9M
170,135
+144%
增持
PGR
PROGRESSIVE CORP
+$8.9M
85,535
+99%
减持
NKE
NIKE INC
-$8.9M
218,638
-19%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$8.8M
4,575
-93%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.8M
71,082
+1103%
减持
TEAM
ATLASSIAN CORPORATION
-$8.7M
64,215
-37%
减持
GM
GENERAL MTRS CO
-$8.7M
35,550
-84%
建仓
SOLV
SOLVENTUM CORP
+$8.6M
163,159
清仓
BIIB
BIOGEN INC
-$8.6M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$8.5M
5,563
-85%
建仓
OXY
OCCIDENTAL PETE CORP
+$8.5M
134,612
增持
CAH
CARDINAL HEALTH INC
+$8.4M
95,373
+998%
增持
COST
COSTCO WHSL CORP NEW
+$8.4M
27,308
+35%
建仓
WAT
WATERS CORP
+$8.4M
28,888
增持
CART
MAPLEBEAR INC
+$8.4M
365,840
+300%
减持
SYY
SYSCO CORP
-$8.3M
54,326
-64%
减持
STT
STATE STR CORP
-$8.3M
99,447
-51%
减持
EOG
EOG RES INC
-$8.3M
26,544
-71%
增持
PH
PARKER-HANNIFIN CORP
+$8.2M
26,544
+181%
减持
VRSN
VERISIGN INC
-$8.2M
62,244
-39%
增持
PCAR
PACCAR INC
+$8.1M
84,504
+1793%
建仓
BAC
BANK AMERICA CORP
+$8.1M
202,986
减持
MSCI
MSCI INC
-$8.1M
11,177
-53%
减持
CSX
CSX CORP
-$8.0M
235,578
-45%
清仓
GL
GLOBE LIFE INC
-$8.0M
0
-100%
增持
VLTO
VERALTO CORP
+$7.9M
119,723
+199%
建仓
MOH
MOLINA HEALTHCARE INC
+$7.9M
26,509
增持
JNJ
JOHNSON & JOHNSON
+$7.9M
92,303
+160%
增持
EME
EMCOR GROUP INC
+$7.9M
28,388
+299%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$7.8M
135,102
建仓
JBL
JABIL INC
+$7.8M
71,666
减持
BKR
BAKER HUGHES COMPANY
-$7.8M
47,140
-83%
增持
—
SHARKNINJA INC
+$7.8M
112,763
+890%
减持
PM
PHILIP MORRIS INTL INC
-$7.7M
2,051
-98%
减持
ABBV
ABBVIE INC
-$7.6M
10,012
-80%
建仓
GS
GOLDMAN SACHS GROUP INC
+$7.6M
16,743
增持
RHI
ROBERT HALF INC.
+$7.5M
143,884
+570%
增持
MMM
3M CO
+$7.4M
94,882
+338%
增持
ORCL
ORACLE CORP
+$7.2M
72,370
+205%
增持
SJM
SMUCKER J M CO
+$7.2M
69,169
+2410%
增持
CAT
CATERPILLAR INC
+$7.2M
22,467
+2684%
减持
—
CHUBB LIMITED
-$7.1M
3,471
-89%
减持
PPG
PPG INDS INC
-$7.1M
107,367
-25%
减持
UNH
UNITEDHEALTH GROUP INC
-$7.1M
10,309
-59%
增持
DKNG
DRAFTKINGS INC NEW
+$7.0M
346,616
+154%
增持
ABNB
AIRBNB INC
+$7.0M
53,369
+722%
清仓
LUV
SOUTHWEST AIRLS CO
-$7.0M
0
-100%
减持
XRAY
DENTSPLY SIRONA INC
-$7.0M
75,094
-72%
建仓
—
STELLANTIS N.V
+$6.9M
351,169
增持
ALL
ALLSTATE CORP
+$6.9M
95,152
+99%
清仓
CHWY
CHEWY INC
-$6.9M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$6.8M
0
-100%
增持
LEA
LEAR CORP
+$6.8M
70,895
+702%
建仓
CAVA
CAVA GROUP INC
+$6.8M
72,950
建仓
UAL
UNITED AIRLS HLDGS INC
+$6.8M
138,998
建仓
CSL
CARLISLE COS INC
+$6.7M
16,639
清仓
EA
ELECTRONIC ARTS INC
-$6.7M
0
-100%
减持
HUM
HUMANA INC
-$6.7M
19,032
-52%
增持
BBWI
BATH & BODY WORKS INC
+$6.7M
195,901
+925%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$6.6M
44,684
+648%
增持
CBOE
CBOE GLOBAL MKTS INC
+$6.5M
62,163
+182%
增持
VST
VISTRA CORP
+$6.5M
129,752
+92%
增持
COIN
COINBASE GLOBAL INC
+$6.4M
42,911
+262%
增持
AMAT
APPLIED MATLS INC
+$6.4M
77,163
+35%
减持
IDXX
IDEXX LABS INC
-$6.3M
31,733
-21%
增持
GILD
GILEAD SCIENCES INC
+$6.3M
137,892
+218%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$6.3M
53,243
-36%
增持
URI
UNITED RENTALS INC
+$6.2M
12,847
+344%
增持
WAL
WESTERN ALLIANCE BANCORP
+$6.2M
113,212
+706%
增持
CME
CME GROUP INC
+$6.2M
45,719
+253%
增持
AMG
AFFILIATED MANAGERS GROUP IN
+$6.2M
51,649
+358%
建仓
MRNA
MODERNA INC
+$6.2M
51,942
减持
MOS
MOSAIC CO NEW
-$6.1M
248,433
-39%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$6.1M
7,822
-94%
减持
ELF
E L F BEAUTY INC
-$6.1M
2,215
-93%
建仓
MPC
MARATHON PETE CORP
+$6.1M
35,059
增持
CBRE
CBRE GROUP INC
+$6.1M
78,766
+705%
清仓
KMI
KINDER MORGAN INC DEL
-$6.0M
0
-100%
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$6.0M
0
-100%
增持
—
INARI MED INC
+$5.9M
150,582
+455%
减持
NET
CLOUDFLARE INC
-$5.9M
8,630
-87%
