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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 23
增持 65
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
CEG
CONSTELLATION ENERGY CORP
-$28.3M
0
-100%
建仓
KLAC
KLA CORP
+$25.2M
32,598
减持
PYPL
PAYPAL HLDGS INC
-$25.0M
11,366
-97%
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
GOOGL
ALPHABET INC
+$21.9M
164,376
+455%
增持
RBLX
ROBLOX CORP
+$21.5M
663,543
+214%
建仓
ELV
ELEVANCE HEALTH INC
+$20.9M
40,160
减持
WDC
WESTERN DIGITAL CORP.
-$20.5M
26,487
-91%
增持
—
TRANE TECHNOLOGIES PLC
+$20.3M
64,920
+330%
减持
NOC
NORTHROP GRUMMAN CORP
-$20.2M
12,981
-79%
增持
QQQ
INVESCO QQQ TR
+$20.2M
86,482
+88%
建仓
CVX
CHEVRON CORP NEW
+$20.0M
135,649
减持
CRWD
CROWDSTRIKE HLDGS INC
-$19.9M
1,912
-96%
增持
HUM
HUMANA INC
+$19.2M
83,133
+337%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$18.9M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$17.8M
0
-100%
减持
SBUX
STARBUCKS CORP
-$17.6M
5,231
-98%
减持
UNP
UNION PAC CORP
-$17.2M
7,453
-91%
增持
PSX
PHILLIPS 66
+$17.0M
134,795
+2427%
建仓
SNPS
SYNOPSYS INC
+$16.9M
33,396
减持
NOW
SERVICENOW INC
-$16.6M
1,298
-94%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$16.4M
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$16.4M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$16.4M
8,954
-88%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$16.4M
50,485
清仓
—
TE CONNECTIVITY LTD
-$15.9M
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$15.2M
55,972
增持
NVDA
NVIDIA CORPORATION
+$15.1M
166,405
+306%
增持
MCK
MCKESSON CORP
+$14.8M
43,249
+285%
增持
REGN
REGENERON PHARMACEUTICALS
+$14.3M
15,944
+588%
增持
EIX
EDISON INTL
+$14.3M
180,583
+798%
增持
AMT
AMERICAN TOWER CORP NEW
+$14.3M
68,525
+695%
减持
QCOM
QUALCOMM INC
-$14.2M
82,947
-42%
清仓
AVGO
BROADCOM INC
-$14.1M
0
-100%
建仓
—
LINDE PLC
+$14.1M
29,545
清仓
TTD
THE TRADE DESK INC
-$13.8M
0
-100%
增持
CAVA
CAVA GROUP INC
+$13.7M
165,173
+126%
减持
GOOG
ALPHABET INC
-$13.5M
8,792
-89%
增持
CMCSA
COMCAST CORP NEW
+$13.5M
395,507
+415%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$13.4M
657,663
+315%
增持
GTLB
GITLAB INC
+$13.0M
300,193
+513%
增持
MPWR
MONOLITHIC PWR SYS INC
+$13.0M
18,872
+250%
建仓
PANW
PALO ALTO NETWORKS INC
+$12.9M
37,868
减持
DKNG
DRAFTKINGS INC NEW
-$12.7M
14,134
-96%
增持
HAL
HALLIBURTON CO
+$12.6M
532,785
+517%
增持
—
LAM RESEARCH CORP
+$12.5M
21,182
+375%
建仓
RDDT
REDDIT INC
+$12.5M
189,056
减持
VRT
VERTIV HOLDINGS CO
-$12.4M
11,966
-92%
减持
PPG
PPG INDS INC
-$12.2M
9,929
-91%
增持
SYY
SYSCO CORP
+$12.0M
203,419
+274%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$11.8M
115,038
增持
—
SUPER MICRO COMPUTER INC
+$11.7M
31,021
+1930%
建仓
INCY
INCYTE CORP
+$11.6M
175,500
增持
EXPE
EXPEDIA GROUP INC
+$11.2M
83,293
+819%
减持
PINS
PINTEREST INC
-$11.1M
8,734
-97%
建仓
VMC
VULCAN MATLS CO
+$11.1M
44,352
减持
TGT
TARGET CORP
-$11.1M
15,817
-83%
增持
WDAY
WORKDAY INC
+$11.1M
71,858
+147%
增持
COR
CENCORA INC
+$10.9M
71,062
+215%
增持
KMX
CARMAX INC
+$10.9M
144,166
+3943%
增持
—
CRH PLC
+$10.8M
132,134
+601%
建仓
CL
COLGATE PALMOLIVE CO
+$10.8M
103,689
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$10.8M
9,003
-92%
减持
IDXX
IDEXX LABS INC
-$10.7M
9,482
-70%
增持
JBL
JABIL INC
+$10.6M
153,106
+114%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$10.5M
442,749
+2388%
增持
PNC
PNC FINL SVCS GROUP INC
+$10.2M
68,534
+338%
建仓
—
AERCAP HOLDINGS NV
+$10.2M
107,303
减持
MRK
MERCK & CO INC
-$10.2M
84,700
-47%
增持
APH
AMPHENOL CORP NEW
+$10.1M
349,772
+86%
增持
NSC
NORFOLK SOUTHN CORP
+$10.1M
50,807
+326%
建仓
ES
EVERSOURCE ENERGY
+$10.0M
146,372
清仓
LVS
LAS VEGAS SANDS CORP
-$9.6M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$9.5M
24,494
-73%
增持
EFX
EQUIFAX INC
+$9.5M
34,108
+1348%
增持
XYL
XYLEM INC
+$9.4M
89,058
+368%
减持
ALL
ALLSTATE CORP
-$9.4M
30,306
-68%
减持
MAR
MARRIOTT INTL INC NEW
-$9.4M
1,581
-96%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$9.2M
446,878
+92%
增持
QRVO
QORVO INC
+$9.2M
94,440
+1954%
增持
PCAR
PACCAR INC
+$9.2M
181,248
+114%
减持
VST
VISTRA CORP
-$9.2M
16,693
-87%
减持
ORCL
ORACLE CORP
-$9.1M
6,413
-91%
增持
HRB
BLOCK H & R INC
+$9.1M
186,902
+264%
建仓
MDB
MONGODB INC
+$9.1M
33,607
增持
ATKR
ATKORE INC
+$9.1M
109,832
+6300%
增持
HOOD
ROBINHOOD MKTS INC
+$9.1M
540,135
+242%
减持
AMZN
AMAZON COM INC
-$9.0M
17,720
-72%
增持
—
SHARKNINJA INC
+$9.0M
160,772
+43%
减持
DKS
DICKS SPORTING GOODS INC
-$8.9M
27,060
-60%
建仓
FERG
FERGUSON ENTERPRISES INC
+$8.9M
44,811
增持
SCHW
SCHWAB CHARLES CORP
+$8.9M
151,965
+1053%
减持
LDOS
LEIDOS HOLDINGS INC
-$8.9M
60,757
-53%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$8.8M
31,019
-66%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$8.8M
6,043
-91%
增持
SQ
BLOCK INC
+$8.7M
175,413
+265%
增持
NDAQ
NASDAQ INC
+$8.6M
165,319
+187%
增持
CVNA
CARVANA CO
+$8.5M
71,265
+135%
清仓
WAT
WATERS CORP
-$8.4M
0
-100%
清仓
NXT
NEXTRACKER INC
-$8.3M
0
-100%
清仓
URI
UNITED RENTALS INC
-$8.3M
0
-100%
增持
—
BEACON ROOFING SUPPLY INC
+$8.2M
151,876
+179%
减持
LOW
LOWES COS INC
-$8.2M
6,524
-86%
清仓
COO
COOPER COS INC
-$8.2M
0
-100%
减持
DT
DYNATRACE INC
-$8.2M
60,382
-76%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$8.1M
1,745
-95%
增持
WCN
WASTE CONNECTIONS INC
+$8.1M
54,833
+454%
增持
TXRH
TEXAS ROADHOUSE INC
+$7.9M
55,830
+384%
减持
COIN
COINBASE GLOBAL INC
-$7.9M
9,447
-78%
增持
VLTO
VERALTO CORP
+$7.9M
172,362
+44%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$7.8M
0
-100%
清仓
FTV
FORTIVE CORP
-$7.8M
0
-100%
清仓
BBWI
BATH & BODY WORKS INC
-$7.6M
0
-100%
减持
EXC
EXELON CORP
-$7.6M
321,581
-46%
增持
MELI
MERCADOLIBRE INC
+$7.6M
9,345
+33%
建仓
NTES
NETEASE INC
+$7.6M
81,341
减持
NKE
NIKE INC
-$7.6M
100,423
-54%
建仓
PNW
PINNACLE WEST CAP CORP
+$7.6M
85,699
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$7.6M
94,756
增持
PG
PROCTER AND GAMBLE CO
+$7.5M
46,197
+1541%
增持
MCO
MOODYS CORP
+$7.5M
18,911
+450%
减持
CSGP
COSTAR GROUP INC
-$7.5M
126,903
-45%
增持
AIG
AMERICAN INTL GROUP INC
+$7.5M
242,710
+75%
增持
UAA
UNDER ARMOUR INC
+$7.4M
907,971
+833%
减持
TRGP
TARGA RES CORP
-$7.3M
5,258
-92%
减持
BRBR
BELLRING BRANDS INC
-$7.3M
162,899
-46%
建仓
—
ACCENTURE PLC IRELAND
+$7.3M
20,694
增持
IOT
SAMSARA INC
+$7.3M
260,818
+68%
减持
XEL
XCEL ENERGY INC
-$7.3M
50,668
-74%
增持
—
ICON PLC
+$7.3M
34,638
+302%
清仓
BWA
BORGWARNER INC
-$7.3M
0
-100%
增持
WMT
WALMART INC
+$7.2M
123,739
+198%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$7.1M
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$7.1M
10,007
-62%
减持
CPRT
COPART INC
-$7.0M
75,939
-62%
增持
KMB
KIMBERLY-CLARK CORP
+$6.9M
57,124
+567%
建仓
APG
API GROUP CORP
+$6.9M
210,221
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$6.9M
110,697
+975%
增持
TFC
TRUIST FINL CORP
+$6.9M
180,211
+777%
增持
—
FABRINET
+$6.9M
41,946
+241%
减持
GILD
GILEAD SCIENCES INC
-$6.9M
30,670
-78%
增持
CHRD
CHORD ENERGY CORPORATION
+$6.9M
54,434
+3908%
增持
SKY
CHAMPION HOMES INC
+$6.9M
74,474
+2384%
增持
VRSN
VERISIGN INC
+$6.8M
94,084
+51%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$6.8M
30,488
增持
RS
RELIANCE INC
+$6.8M
34,754
+203%
减持
FTNT
FORTINET INC
-$6.7M
84,451
-62%
增持
DXCM
DEXCOM INC
+$6.7M
281,336
+162%
清仓
CW
CURTISS WRIGHT CORP
-$6.6M
0
-100%
减持
L
LOEWS CORP
-$6.6M
8,432
-91%
增持
ECL
ECOLAB INC
+$6.6M
31,873
+386%
