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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 58
减持 60
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$245.5M
0
-100%
减持
INVH
INVITATION HOMES INC
-$106.6M
336,596
-92%
增持
TMUS
T-MOBILE US INC
+$94.7M
506,466
+781%
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
SPY
STATE STR SPDR S&P 500 ETF T
-$72.8M
90,680
-53%
减持
PG
PROCTER & GAMBLE CO
-$72.6M
1,737
-100%
增持
MSFT
MICROSOFT CORP
+$68.4M
196,159
+2132%
减持
MKC
MCCORMICK & CO INC
-$59.0M
109,181
-88%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$58.4M
0
-100%
增持
ARMK
ARAMARK
+$57.5M
1,525,119
+1201%
减持
VMC
VULCAN MATLS CO
-$56.7M
19,581
-91%
增持
MA
MASTERCARD INCORPORATED
+$55.3M
145,023
+381%
减持
AMZN
AMAZON COM INC
-$54.9M
32,576
-88%
减持
EQIX
EQUINIX INC
-$53.6M
12,465
-85%
减持
RL
RALPH LAUREN CORP
-$53.3M
6,466
-96%
减持
—
LINDE PLC
-$49.7M
1,207
-99%
清仓
CHD
CHURCH & DWIGHT CO INC
-$48.9M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$48.5M
300,831
-57%
建仓
FDX
FEDEX CORP
+$47.3M
132,885
增持
BP
BP PLC
+$46.9M
1,064,631
+1067%
减持
—
NVENT ELEC PLC
-$45.0M
7,852
-98%
增持
TW
TRADEWEB MKTS INC
+$44.6M
418,893
+867%
增持
AME
AMETEK INC
+$43.6M
220,177
+1151%
减持
OTIS
OTIS WORLDWIDE CORP
-$42.1M
278,468
-62%
减持
SBRA
SABRA HEALTH CARE REIT INC
-$40.6M
2,364,334
-48%
减持
ADC
AGREE RLTY CORP
-$40.6M
591,546
-50%
减持
AKR
ACADIA RLTY TR
-$38.5M
2,023,884
-46%
减持
SLG
SL GREEN RLTY CORP
-$38.1M
12,200
-99%
增持
BNY
BANK NEW YORK MELLON CORP
+$37.9M
380,141
+511%
减持
CVS
CVS HEALTH CORP
-$36.2M
133,015
-77%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$35.8M
0
-100%
清仓
IR
INGERSOLL RAND INC
-$35.0M
0
-100%
减持
AMH
AMERICAN HOMES 4 RENT
-$34.9M
93,946
-92%
建仓
EWBC
EAST WEST BANCORP INC
+$34.5M
323,558
减持
SYY
SYSCO CORP
-$34.5M
561,912
-44%
增持
DAR
DARLING INGREDIENTS INC
+$32.9M
816,987
+66%
增持
NOW
SERVICENOW INC
+$32.5M
347,234
+1309%
增持
C
CITIGROUP INC
+$32.5M
434,398
+202%
减持
HSY
HERSHEY CO
-$32.3M
26,850
-87%
清仓
T
AT&T INC
-$31.9M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$31.7M
37,752
+14146%
增持
PH
PARKER-HANNIFIN CORP
+$30.6M
77,557
+76%
增持
CFG
CITIZENS FINL GROUP INC
+$30.6M
862,098
+139%
增持
CNM
CORE & MAIN INC
+$30.0M
710,791
+621%
建仓
TLN
TALEN ENERGY CORP
+$29.0M
90,995
增持
BBY
BEST BUY INC
+$28.6M
491,651
+1018%
减持
CRM
SALESFORCE INC
-$28.2M
1,872
-98%
减持
IRT
INDEPENDENCE RLTY TR INC
-$28.2M
3,153,316
-27%
清仓
HDV
ISHARES TR
-$28.1M
0
-100%
减持
USB
US BANCORP
-$28.0M
377,671
-58%
增持
HCA
HCA HEALTHCARE INC
+$28.0M
60,999
+3015%
减持
LNG
CHENIERE ENERGY INC
-$26.8M
11,889
-92%
增持
GM
GENERAL MTRS CO
+$26.8M
1,087,962
+63%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$26.5M
163,392
清仓
MSI
MOTOROLA SOLUTIONS INC
-$26.0M
0
-100%
增持
ABNB
AIRBNB INC
+$25.5M
268,651
+330%
减持
MDB
MONGODB INC
-$25.2M
46,045
-47%
增持
MU
MICRON TECHNOLOGY INC
+$25.1M
101,406
+216%
减持
FR
FIRST INDL RLTY TR INC
-$24.9M
918,253
-33%
增持
AMAT
APPLIED MATLS INC
+$24.6M
86,809
+341%
建仓
MMM
3M CO
+$24.0M
165,284
减持
WY
WEYERHAEUSER CO
-$23.8M
1,466,843
-42%
减持
TXT
TEXTRON INC
-$23.8M
320,841
-46%
减持
MBLY
MOBILEYE GLOBAL INC
-$22.8M
2,112,039
-41%
清仓
PFE
PFIZER INC
-$22.6M
0
-100%
清仓
SGI
SOMNIGROUP INTERNATIONAL INC
-$22.2M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$22.1M
11,403
-76%
增持
LRCX
LAM RESEARCH CORP
+$21.3M
112,881
+587%
减持
AMG
AFFILIATED MANAGERS GROUP
-$21.1M
19,838
-79%
建仓
EXE
EXPAND ENERGY CORPORATION
+$20.9M
190,320
增持
DVA
DAVITA INC
+$20.7M
140,957
+1580%
清仓
LAD
LITHIA MTRS INC
-$20.2M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$20.0M
56,449
+530%
清仓
RIO
RIO TINTO PLC
-$20.0M
0
-100%
清仓
KBH
KB HOME
-$20.0M
0
-100%
减持
UAL
UNITED AIRLS HLDGS INC
-$19.9M
193,442
-43%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$19.7M
279,061
+772%
增持
GLPI
GAMING & LEISURE P
+$19.3M
459,887
+1837%
增持
CVE
CENOVUS ENERGY INC
+$19.1M
773,466
+812%
增持
SSNC
SS&C TECH HLDGS
+$18.9M
291,429
+2946%
清仓
BRZE
BRAZE INC
-$18.7M
0
-100%
减持
IEX
IDEX CORP
-$18.7M
2,656
-98%
减持
HAS
HASBRO INC
-$18.5M
70,884
-77%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$18.3M
225,512
减持
GXO
GXO LOGISTICS INCORPORATED
-$18.1M
429,538
-44%
减持
KVYO
KLAVIYO INC
-$18.1M
19,960
-96%
减持
WBS
WEBSTER FINL CORP
-$18.1M
53,747
-84%
增持
FTNT
FORTINET INC
+$17.8M
307,319
+235%
增持
OKTA
OKTA INC
+$17.7M
230,034
+5316%
减持
LVS
LAS VEGAS SANDS CORP
-$17.6M
60,442
-81%
减持
ROKU
ROKU INC
-$17.6M
104,366
-59%
增持
EAT
BRINKER INTL INC
+$17.6M
333,891
+59%
减持
HQY
HEALTHEQUITY INC
-$17.6M
2,835
-99%
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$17.5M
216,782
-46%
建仓
ABT
ABBOTT LABORATORIES
+$17.5M
170,371
增持
—
AMER SPORTS INC
+$17.4M
861,844
+193%
减持
ZTS
ZOETIS INC
-$17.3M
2,949
-98%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$17.1M
2,321
-97%
增持
LUV
SOUTHWEST AIRLS CO
+$17.1M
465,426
+4347%
增持
SF
STIFEL FINL CORP
+$17.0M
348,063
+397%
增持
PCTY
PAYLOCITY HLDG CORP
+$16.9M
260,994
+254%
增持
BBIO
BRIDGEBIO PHARMA INC
+$16.9M
243,729
+1465%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$16.9M
1,152,113
+1605%
减持
H
HYATT HOTELS CORP
-$16.7M
13,612
-88%
增持
INSM
INSMED INC
+$16.4M
158,792
+190%
减持
WLK
WESTLAKE CORPORATION
-$16.4M
42,499
-85%
增持
COST
COSTCO WHOLESALE CORPORATION
+$16.3M
20,688
+318%
减持
CMCSA
COMCAST CORP NEW
-$16.1M
10,162
-98%
增持
SCHW
SCHWAB CHARLES CORP
+$16.1M
312,641
+135%
减持
BRX
BRIXMOR PPTY GROUP INC
-$16.1M
1,240,721
-37%
增持
SJM
SMUCKER J M CO
+$15.9M
170,348
+2998%
增持
FIVE
FIVE BELOW INC
+$15.8M
93,217
+220%
增持
CAKE
CHEESECAKE FACTORY INC
+$15.8M
553,663
+93%
减持
DXCM
DEXCOM INC
-$15.6M
28,965
-89%
清仓
EOG
EOG RES INC
-$15.5M
0
-100%
增持
CENX
CENTURY ALUM CO
+$15.5M
297,509
+501%
清仓
WMT
WALMART INC
-$15.4M
0
-100%
增持
DOCU
DOCUSIGN INC
+$15.3M
441,294
+436%
增持
HST
HOST HOTELS & RESORTS INC
+$15.3M
806,266
+7160%
增持
FHN
FIRST HORIZON CORPORATION
+$15.0M
1,569,172
+81%
减持
SNOW
SNOWFLAKE INC
-$15.0M
29,358
-67%
建仓
PNC
PNC FINL SVCS GROUP INC
+$14.9M
71,739
增持
ALL
ALLSTATE CORP
+$14.9M
128,977
+126%
增持
GD
GENERAL DYNAMICS CORP
+$14.9M
53,131
+430%
增持
BKH
BLACK HILLS CORP
+$14.8M
1,062,853
+25%
减持
MORN
MORNINGSTAR INC
-$14.6M
14,172
-82%
清仓
ONC
BEONE MEDICINES LTD
-$14.5M
0
-100%
清仓
HYG
ISHARES TR
-$14.5M
0
-100%
减持
BROS
DUTCH BROS INC
-$14.4M
335,706
-35%
建仓
BX
BLACKSTONE INC
+$14.3M
124,613
增持
ORLY
OREILLY AUTOMOTIVE INC
+$14.3M
242,022
+175%
建仓
HRI
HERC HLDGS INC
+$14.3M
143,321
减持
SWK
STANLEY BLACK & DECKER INC
-$14.2M
64,883
-74%
增持
COHR
COHERENT CORP
+$14.2M
60,615
+4548%
减持
ITT
ITT INC
-$14.2M
323,356
-26%
减持
PODD
INSULET CORP
-$14.2M
20,420
-69%
增持
LMT
LOCKHEED MARTIN CORP
+$13.8M
28,255
+315%
减持
WBD
WARNER BROS DISCOVERY INC
-$13.7M
228,344
-67%
建仓
—
COCA-COLA EUROPACIFIC PARTNE
+$13.5M
148,854
减持
TOST
TOAST INC
-$13.3M
12,521
-97%
建仓
CL
COLGATE PALMOLIVE CO
+$13.3M
156,213
增持
EVR
EVERCORE INC
+$13.3M
88,415
+129%
减持
BKNG
BOOKING HOLDINGS INC
-$13.1M
324
-88%
减持
INTU
INTUIT
-$13.1M
827
-96%
减持
MUSA
MURPHY USA INC
-$13.0M
481
-99%
增持
NVO
NOVO-NORDISK A S
+$13.0M
364,111
+4200%
增持
NET
CLOUDFLARE INC
+$12.9M
85,325
+254%
减持
VRT
VERTIV HOLDINGS CO
-$12.7M
6,196
-93%
增持
TWLO
TWILIO INC
+$12.7M
196,838
+132%
建仓
NOK
NOKIA CORP
+$12.6M
1,563,273
增持
PNW
PINNACLE WEST CAP CORP
+$12.4M
152,644
+348%
