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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 61
减持 54
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$81.5M
135,890
-52%
清仓
UBER
UBER TECHNOLOGIES INC
-$33.0M
0
-100%
减持
CVS
CVS HEALTH CORP
-$31.6M
19,861
-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。
减持
WM
WASTE MGMT INC DEL
-$27.9M
3,180
-98%
减持
MSI
MOTOROLA SOLUTIONS INC
-$25.2M
17,006
-76%
增持
ABNB
AIRBNB INC
+$25.1M
333,399
+197%
减持
BKNG
BOOKING HOLDINGS INC
-$23.9M
2,459
-65%
清仓
MSFT
MICROSOFT CORP
-$23.7M
0
-100%
清仓
COR
CENCORA INC
-$23.5M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$23.1M
32,164
+302%
增持
TEAM
ATLASSIAN CORPORATION
+$22.6M
164,541
+225%
清仓
TJX
TJX COS INC NEW
-$22.2M
0
-100%
建仓
TER
TERADYNE INC
+$21.3M
258,425
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$20.7M
262,400
+3964%
减持
CI
THE CIGNA GROUP
-$20.2M
1,099
-99%
增持
ECL
ECOLAB INC
+$20.0M
115,075
+193%
增持
PNC
PNC FINL SVCS GROUP INC
+$19.9M
165,032
+249%
增持
BSX
BOSTON SCIENTIFIC CORP
+$19.7M
222,570
+632%
建仓
CMI
CUMMINS INC
+$19.5M
62,349
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$19.5M
1,066
-99%
增持
ANET
ARISTA NETWORKS INC
+$19.5M
342,033
+437%
增持
LVS
LAS VEGAS SANDS CORP
+$19.4M
578,736
+892%
减持
COP
CONOCOPHILLIPS
-$18.9M
19,981
-91%
清仓
—
MONDAY COM LTD
-$18.3M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$18.1M
6,759
-81%
减持
DECK
DECKERS OUTDOOR CORP
-$18.0M
50,972
-56%
增持
DIS
DISNEY WALT CO
+$17.6M
211,459
+628%
建仓
CNC
CENTENE CORP DEL
+$17.4M
286,183
增持
A
AGILENT TECHNOLOGIES INC
+$17.3M
164,529
+1007%
减持
LRCX
LAM RESEARCH CORP
-$17.2M
100,498
-70%
增持
GLW
CORNING INC
+$17.1M
433,058
+662%
增持
HUBS
HUBSPOT INC
+$17.1M
35,248
+705%
减持
KLAC
KLA CORP
-$16.9M
27,731
-51%
增持
CSX
CSX CORP
+$16.9M
626,119
+1187%
建仓
GS
GOLDMAN SACHS GROUP INC
+$16.8M
30,713
增持
PYPL
PAYPAL HLDGS INC
+$16.3M
335,697
+409%
增持
GPN
GLOBAL PMTS INC
+$16.0M
173,520
+1918%
清仓
SHW
SHERWIN WILLIAMS CO
-$15.9M
0
-100%
增持
CAG
CONAGRA BRANDS INC
+$15.9M
736,431
+443%
减持
PH
PARKER-HANNIFIN CORP
-$15.8M
1,074
-96%
减持
WING
WINGSTOP INC
-$15.6M
9,277
-85%
清仓
PHM
PULTE GROUP INC
-$15.5M
0
-100%
增持
C
CITIGROUP INC
+$15.4M
254,784
+570%
建仓
EQT
EQT CORP
+$15.0M
280,613
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$15.0M
319,489
清仓
ROST
ROSS STORES INC
-$14.8M
0
-100%
减持
CAVA
CAVA GROUP INC
-$14.5M
53,740
-68%
增持
CLX
CLOROX CO DEL
+$14.5M
120,367
+512%
增持
LMT
LOCKHEED MARTIN CORP
+$14.5M
74,557
+93%
增持
—
FLUTTER ENTMT PLC
+$14.5M
72,073
+1168%
建仓
ETR
ENTERGY CORP NEW
+$14.4M
168,676
减持
PSX
PHILLIPS 66
-$14.4M
21,740
-85%
减持
VZ
VERIZON COMMUNICATIONS INC
-$14.2M
45,536
-89%
减持
DUK
DUKE ENERGY CORP NEW
-$14.2M
20,826
-87%
增持
—
ON HLDG AG
+$14.2M
565,013
+191%
减持
CTAS
CINTAS CORP
-$14.1M
22,745
-78%
建仓
DKNG
DRAFTKINGS INC NEW
+$13.9M
419,050
增持
WMT
WALMART INC
+$13.8M
235,254
+211%
增持
UPS
UNITED PARCEL SERVICE INC
+$13.8M
211,703
+181%
清仓
CSL
CARLISLE COS INC
-$13.7M
0
-100%
减持
URI
UNITED RENTALS INC
-$13.5M
7,040
-72%
清仓
WCN
WASTE CONNECTIONS INC
-$13.5M
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$13.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$13.4M
1,372
-96%
增持
ADSK
AUTODESK INC
+$13.4M
55,851
+1247%
增持
DOV
DOVER CORP
+$13.3M
78,341
+3183%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$13.3M
59,992
+3886%
减持
CMCSA
COMCAST CORP NEW
-$13.2M
14,537
-96%
减持
—
FERRARI N V
-$13.2M
616
-98%
增持
—
PENTAIR PLC
+$13.1M
176,898
+651%
减持
CPAY
CORPAY INC
-$13.1M
1,627
-96%
增持
MRK
MERCK & CO INC
+$13.0M
222,964
+216%
增持
GM
GENERAL MTRS CO
+$13.0M
426,938
+219%
增持
CSCO
CISCO SYS INC
+$12.8M
244,117
+533%
建仓
USB
US BANCORP DEL
+$12.7M
301,471
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$12.7M
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
+$12.7M
69,355
+917%
减持
FICO
FAIR ISAAC CORP
-$12.6M
4,241
-59%
减持
JNJ
JOHNSON & JOHNSON
-$12.3M
21,062
-81%
减持
SQ
BLOCK INC
-$12.1M
48,862
-72%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$12.1M
80,493
+193%
增持
NET
CLOUDFLARE INC
+$12.0M
110,182
+2567%
增持
HUM
HUMANA INC
+$11.9M
83,907
+108%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$11.9M
58,455
-92%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$11.9M
75,350
+628%
减持
ROP
ROPER TECHNOLOGIES INC
-$11.9M
594
-97%
增持
MCO
MOODYS CORP
+$11.7M
32,775
+338%
减持
AMZN
AMAZON COM INC
-$11.7M
6,079
-90%
增持
REGN
REGENERON PHARMACEUTICALS
+$11.6M
27,334
+238%
减持
TTD
THE TRADE DESK INC
-$11.4M
169,497
-4%
清仓
RKLB
ROCKET LAB USA INC
-$11.4M
0
-100%
增持
EVR
EVERCORE INC
+$11.4M
88,929
+286%
减持
BX
BLACKSTONE INC
-$11.4M
21,323
-74%
减持
F
FORD MTR CO
-$11.2M
76,287
-94%
减持
LDOS
LEIDOS HOLDINGS INC
-$11.1M
28,127
-73%
增持
HUBB
HUBBELL INC
+$11.1M
35,938
+1795%
增持
SHAK
SHAKE SHACK INC
+$11.1M
155,800
+653%
减持
UPST
UPSTART HLDGS INC
-$10.9M
136,866
-51%
建仓
HSY
HERSHEY CO
+$10.9M
63,790
增持
AVY
AVERY DENNISON CORP
+$10.9M
84,229
+283%
增持
NVR
NVR INC
+$10.9M
2,089
+301%
增持
AMAT
APPLIED MATLS INC
+$10.9M
134,890
+152%
增持
—
WIX COM LTD
+$10.8M
111,192
+224%
增持
TMUS
T-MOBILE US INC
+$10.8M
83,762
+60%
增持
HD
HOME DEPOT INC
+$10.7M
79,621
+67%
减持
LLY
ELI LILLY & CO
-$10.7M
7,126
-67%
减持
ED
CONSOLIDATED EDISON INC
-$10.6M
42,034
-75%
减持
RDDT
REDDIT INC
-$10.6M
84,906
-29%
减持
DHR
DANAHER CORPORATION
-$10.6M
8,784
-84%
减持
—
FTAI AVIATION LTD
-$10.6M
23,058
-75%
清仓
STZ
CONSTELLATION BRANDS INC
-$10.5M
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$10.4M
37,865
-80%
增持
ATI
ATI INC
+$10.3M
209,885
+1915%
减持
NOC
NORTHROP GRUMMAN CORP
-$10.2M
6,370
-78%
减持
MCK
MCKESSON CORP
-$10.2M
15,393
-57%
增持
EXPE
EXPEDIA GROUP INC
+$10.2M
78,876
+383%
减持
CCI
CROWN CASTLE INC
-$10.2M
2,457
-98%
建仓
LH
LABCORP HOLDINGS INC
+$10.1M
43,554
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$10.1M
271,727
-31%
清仓
—
TOPBUILD CORP
-$10.1M
0
-100%
清仓
—
INARI MED INC
-$10.1M
0
-100%
增持
LOW
LOWES COS INC
+$10.0M
77,954
+137%
增持
SPY
SPDR S&P 500 ETF TR
+$10.0M
61,955
+48%
增持
—
ACCENTURE PLC IRELAND
+$10.0M
45,179
+291%
减持
—
TRANE TECHNOLOGIES PLC
-$10.0M
29,778
-45%
减持
—
NXP SEMICONDUCTORS N V
-$9.9M
27,201
-62%
建仓
KKR
KKR & CO INC
+$9.8M
84,975
增持
TWLO
TWILIO INC
+$9.8M
140,589
+282%
增持
—
HOLOGIC INC
+$9.6M
161,505
+2951%
减持
NKE
NIKE INC
-$9.5M
12,253
-91%
增持
J
JACOBS SOLUTIONS INC
+$9.5M
91,859
+649%
减持
ZTS
ZOETIS INC
-$9.5M
15,339
-79%
清仓
MDB
MONGODB INC
-$9.4M
0
-100%
减持
—
EATON CORP PLC
-$9.4M
11,076
-70%
清仓
HOOD
ROBINHOOD MKTS INC
-$9.4M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$9.4M
10,263
+360%
清仓
—
CHUBB LIMITED
-$9.3M
0
-100%
减持
CVNA
CARVANA CO
-$9.2M
20,675
-69%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$9.2M
241,018
-55%
增持
MELI
MERCADOLIBRE INC
+$9.2M
6,103
+279%
减持
VRNS
VARONIS SYS INC
-$9.2M
229,915
-45%
清仓
SNPS
SYNOPSYS INC
-$9.2M
0
-100%
减持
INTC
INTEL CORP
-$9.1M
398,999
-56%
增持
DXCM
DEXCOM INC
+$9.1M
288,826
+112%
增持
—
SHARKNINJA INC
+$9.1M
128,395
+682%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$9.0M
1,704,525
+59%
建仓
—
JOHNSON CTLS INTL PLC
+$9.0M
112,554
增持
—
APTIV PLC
+$9.0M
168,630
+897%
建仓
ON
ON SEMICONDUCTOR CORP
+$9.0M
220,602
清仓
KVUE
KENVUE INC
-$9.0M
0
-100%
