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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 83
减持 30
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
SJM
SMUCKER J M CO
+$109.9M
1,119,100
增持
VTR
VENTAS INC
+$64.5M
1,150,977
+864%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$56.9M
3,179,303
+3190%
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。
建仓
CHD
CHURCH & DWIGHT CO INC
+$51.4M
534,782
建仓
UDR
UDR INC
+$48.5M
1,186,795
增持
FR
FIRST INDL RLTY TR INC
+$48.0M
1,081,925
+1340%
增持
GM
GENERAL MTRS CO
+$43.0M
1,282,075
+200%
增持
CCI
CROWN CASTLE INC
+$39.8M
390,054
+15775%
增持
NVDA
NVIDIA CORPORATION
+$39.6M
335,642
+172%
增持
WMT
WALMART INC
+$39.2M
612,524
+160%
增持
SNOW
SNOWFLAKE INC
+$39.2M
237,887
+147%
增持
WY
WEYERHAEUSER CO MTN BE
+$36.8M
1,541,909
+1493%
建仓
UBER
UBER TECHNOLOGIES INC
+$34.9M
374,497
增持
SHEL
SHELL PLC
+$34.7M
495,636
+16081%
建仓
TRP
TC ENERGY CORP
+$34.6M
708,833
增持
T
AT&T INC
+$34.2M
1,267,069
+1379%
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$33.5M
142,738
建仓
PECO
PHILLIPS EDISON & CO INC
+$32.7M
933,339
增持
ESS
ESSEX PPTY TR INC
+$32.7M
118,402
+4062%
增持
PODD
INSULET CORP
+$30.5M
101,625
+1798%
增持
DINO
HF SINCLAIR CORP
+$30.1M
786,606
+1069%
建仓
MSFT
MICROSOFT CORP
+$29.8M
59,943
建仓
AKR
ACADIA RLTY TR
+$29.8M
1,603,162
增持
FDX
FEDEX CORP
+$28.4M
133,091
+1606%
增持
CRM
SALESFORCE INC
+$27.4M
154,250
+182%
增持
MCD
MCDONALDS CORP
+$27.3M
94,658
+9072%
增持
ADI
ANALOG DEVICES INC
+$27.3M
132,679
+519%
减持
PNC
PNC FINL SVCS GROUP INC
-$27.2M
9,611
-94%
建仓
UNP
UNION PAC CORP
+$26.6M
115,426
增持
WLK
WESTLAKE CORPORATION
+$26.4M
351,011
+12725%
减持
HD
HOME DEPOT INC
-$26.0M
8,599
-89%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$25.9M
1,268,939
增持
SWK
STANLEY BLACK & DECKER INC
+$25.9M
390,054
+5187%
增持
ZTS
ZOETIS INC
+$25.5M
179,913
+1073%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$25.3M
694,028
+155%
减持
ECL
ECOLAB INC
-$25.2M
14,633
-87%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$24.9M
214,709
+313%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$24.8M
159,409
+1690%
增持
AMZN
AMAZON COM INC
+$24.7M
117,949
+1840%
建仓
PCG
PG&E CORP
+$24.6M
1,764,584
增持
BRX
BRIXMOR PPTY GROUP INC
+$24.0M
1,155,135
+403%
增持
—
JOHNSON CTLS INTL PLC
+$23.4M
307,162
+173%
增持
ADBE
ADOBE INC
+$23.3M
111,956
+114%
增持
GLW
CORNING INC
+$22.8M
810,411
+87%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$22.6M
95,904
增持
INTU
INTUIT
+$22.5M
36,055
+278%
建仓
TDS
TELEPHONE & DATA SYS INC
+$22.5M
633,249
清仓
LVS
LAS VEGAS SANDS CORP
-$22.4M
0
-100%
增持
IT
GARTNER INC
+$22.1M
112,411
+102%
增持
ISRG
INTUITIVE SURGICAL INC
+$22.1M
52,668
+298%
增持
MSI
MOTOROLA SOLUTIONS INC
+$21.6M
69,127
+306%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$21.4M
53,003
+8408%
增持
—
NXP SEMICONDUCTORS N V
+$21.3M
121,352
+346%
增持
HON
HONEYWELL INTL INC
+$21.1M
99,701
+916%
增持
DUOL
DUOLINGO INC
+$21.1M
72,071
+164%
增持
MSCI
MSCI INC
+$20.8M
67,823
+110%
增持
RBLX
ROBLOX CORP
+$20.8M
402,876
+9%
减持
—
ON HLDG AG
-$20.0M
92,205
-84%
减持
MRK
MERCK & CO INC
-$19.8M
2,622
-99%
增持
GD
GENERAL DYNAMICS CORP
+$19.8M
98,430
+201%
增持
ABBV
ABBVIE INC
+$19.7M
147,747
+300%
增持
CVX
CHEVRON CORP NEW
+$19.6M
142,524
+2735%
建仓
OTIS
OTIS WORLDWIDE CORP
+$19.3M
195,342
建仓
GEV
GE VERNOVA INC
+$19.3M
36,537
增持
GDDY
GODADDY INC
+$19.0M
126,968
+498%
减持
ABNB
AIRBNB INC
-$19.0M
157,412
-53%
减持
DXCM
DEXCOM INC
-$18.6M
12,338
-96%
增持
FISV
FISERV INC
+$18.6M
116,857
+1601%
增持
TEAM
ATLASSIAN CORPORATION
+$18.4M
262,308
+59%
减持
DIS
DISNEY WALT CO
-$18.2M
21,159
-90%
清仓
C
CITIGROUP INC
-$18.1M
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$17.9M
11,013
-93%
清仓
EVR
EVERCORE INC
-$17.8M
0
-100%
增持
CPRT
COPART INC
+$17.7M
368,910
+4885%
增持
NRG
NRG ENERGY INC
+$17.7M
152,520
+113%
减持
CSX
CSX CORP
-$17.7M
23,649
-96%
增持
EXR
EXTRA SPACE STORAGE INC
+$17.5M
147,650
+410%
建仓
ROST
ROSS STORES INC
+$17.1M
133,769
减持
—
MEDTRONIC PLC
-$16.9M
21,401
-90%
增持
ORCL
ORACLE CORP
+$16.8M
90,717
+322%
清仓
GS
GOLDMAN SACHS GROUP INC
-$16.8M
0
-100%
增持
CDW
CDW CORP
+$16.8M
169,201
+102%
增持
V
VISA INC
+$16.8M
130,279
+55%
减持
LOW
LOWES COS INC
-$16.8M
6,417
-92%
增持
BKR
BAKER HUGHES COMPANY
+$16.7M
474,400
+1314%
减持
KLAC
KLA CORP
-$16.5M
2,603
-91%
减持
LMT
LOCKHEED MARTIN CORP
-$16.2M
36,858
-51%
增持
HUBS
HUBSPOT INC
+$16.1M
65,149
+85%
减持
ANET
ARISTA NETWORKS INC
-$16.1M
101,502
-70%
清仓
—
FLUTTER ENTMT PLC
-$16.0M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.9M
34,301
+2400%
增持
SQ
BLOCK INC
+$15.8M
272,388
+457%
增持
CAH
CARDINAL HEALTH INC
+$15.8M
117,360
+314%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$15.6M
122,216
+2629%
增持
—
SPOTIFY TECHNOLOGY S A
+$15.6M
30,995
+107%
增持
CAT
CATERPILLAR INC
+$15.5M
41,040
+3030%
增持
—
CRH PLC
+$15.4M
240,090
+219%
建仓
KVUE
KENVUE INC
+$15.3M
729,485
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$15.2M
325,865
减持
DASH
DOORDASH INC
-$15.1M
6,192
-93%
增持
CUBE
CUBESMART
+$15.1M
363,224
+4330%
清仓
CSCO
CISCO SYS INC
-$15.1M
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$14.9M
231,635
-69%
增持
KMX
CARMAX INC
+$14.8M
252,411
+815%
建仓
—
STELLANTIS N.V
+$14.7M
1,468,965
建仓
PCAR
PACCAR INC
+$14.6M
153,815
增持
MELI
MERCADOLIBRE INC
+$14.6M
10,145
+66%
减持
QCOM
QUALCOMM INC
-$14.3M
10,791
-90%
增持
LPLA
LPL FINL HLDGS INC
+$14.3M
40,932
+1192%
清仓
—
ROYAL CARIBBEAN GROUP
-$14.2M
0
-100%
建仓
MDB
MONGODB INC
+$14.2M
67,716
增持
—
AMER SPORTS INC
+$14.1M
445,824
+278%
增持
EMN
EASTMAN CHEM CO
+$14.1M
198,119
+2477%
增持
PGR
PROGRESSIVE CORP
+$14.1M
54,423
+3331%
减持
—
PENTAIR PLC
-$13.9M
14,959
-92%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$13.9M
28,650
-64%
减持
AVY
AVERY DENNISON CORP
-$13.9M
6,163
-93%
增持
MBLY
MOBILEYE GLOBAL INC
+$13.8M
982,540
+267%
减持
MCO
MOODYS CORP
-$13.7M
3,030
-91%
清仓
EXC
EXELON CORP
-$13.7M
0
-100%
增持
WSO
WATSCO INC
+$13.5M
31,309
+4285%
增持
BAC
BANK AMERICA CORP
+$13.3M
318,443
+642%
减持
COST
COSTCO WHSL CORP NEW
-$13.2M
17,416
-46%
建仓
MO
ALTRIA GROUP INC
+$13.1M
222,923
清仓
EOG
EOG RES INC
-$13.0M
0
-100%
增持
PSX
PHILLIPS 66
+$13.0M
131,516
+505%
增持
TWLO
TWILIO INC
+$12.8M
213,759
+52%
增持
MA
MASTERCARD INCORPORATED
+$12.7M
59,873
+57%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$12.6M
80,795
+523%
减持
EXPE
EXPEDIA GROUP INC
-$12.5M
4,370
-94%
减持
—
DUPONT DE NEMOURS INC
-$12.4M
12,504
-93%
建仓
NU
NU HLDGS LTD
+$12.4M
905,206
增持
BURL
BURLINGTON STORES INC
+$12.4M
60,133
+793%
减持
SHAK
SHAKE SHACK INC
-$12.3M
10,432
-93%
清仓
AVGO
BROADCOM INC
-$12.2M
0
-100%
增持
META
META PLATFORMS INC
+$12.2M
47,218
+20%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$12.1M
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$12.1M
156,028
+275%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$12.1M
153,806
-72%
增持
CF
CF INDS HLDGS INC
+$12.0M
133,881
+3247%
增持
VTRS
VIATRIS INC
+$12.0M
1,376,770
+3604%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$11.8M
2,312,520
减持
DOV
DOVER CORP
-$11.8M
10,757
-86%
增持
FITB
FIFTH THIRD BANCORP
+$11.7M
311,056
+1006%
增持
DHI
D R HORTON INC
+$11.7M
97,436
+1317%
减持
JXN
JACKSON FINANCIAL INC
-$11.7M
10,635
-93%
增持
—
FABRINET
+$11.7M
43,793
+596%
建仓
WHR
WHIRLPOOL CORP
+$11.5M
113,283
减持
NXST
NEXSTAR MEDIA GROUP INC
-$11.5M
11,766
-84%
增持
MRSH
MARSH & MCLENNAN COS INC
+$11.5M
87,191
+180%
