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CenterBook Partners LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CenterBook Partners LP
报告期 2026-03-31 · CIK 0001872738
持仓数
628
前50大市值合计
$798.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 26
增持 64
减持 33
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$9.5M
93,919
+595%
增持
HLIT
HARMONIC INC
+$7.1M
655,684
+487%
增持
NFLX
NETFLIX INC
+$6.6M
30,270
+207%
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
VRRM
VERRA MOBILITY CORP
+$5.9M
602,043
+282%
清仓
OPTU
ALTICE USA INC
-$4.6M
0
-100%
增持
SONO
SONOS INC
+$4.5M
322,112
+358%
增持
DY
DYCOM INDS INC
+$4.4M
59,278
+401%
建仓
AAPL
APPLE INC
+$4.0M
30,845
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$4.0M
2,868
增持
—
OAK STR HEALTH INC
+$3.8M
261,258
+260%
增持
LITE
LUMENTUM HLDGS INC
+$3.7M
87,485
+621%
清仓
HD
HOME DEPOT INC
-$3.7M
0
-100%
清仓
BA
BOEING CO
-$3.7M
0
-100%
增持
BX
BLACKSTONE INC
+$3.5M
113,688
+93%
建仓
—
OLO INC
+$3.5M
558,584
建仓
RPAY
REPAY HLDGS CORP
+$3.2M
394,478
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.2M
44,592
-46%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$2.9M
17,087
-89%
清仓
QCOM
QUALCOMM INC
-$2.8M
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$2.7M
282,692
增持
TMUS
T-MOBILE US INC
+$2.7M
36,921
+99%
清仓
TTI
TETRA TECHNOLOGIES INC DEL
-$2.6M
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$2.6M
30,995
增持
PPLI
IAC INC
+$2.6M
149,478
+103%
建仓
—
IVERIC BIO INC
+$2.5M
118,858
增持
FRSH
FRESHWORKS INC
+$2.5M
360,663
+68%
建仓
—
AMBARELLA INC
+$2.5M
30,313
建仓
KD
KYNDRYL HLDGS INC
+$2.4M
215,389
减持
AGCO
AGCO CORP
-$2.4M
3,588
-88%
建仓
THO
THOR INDS INC
+$2.4M
31,298
减持
FICO
FAIR ISAAC CORP
-$2.4M
3,276
-69%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
0
-100%
建仓
QRVO
QORVO INC
+$2.3M
25,791
建仓
BURL
BURLINGTON STORES INC
+$2.3M
11,257
减持
—
LAM RESEARCH CORP
-$2.3M
6,494
-52%
减持
BOX
BOX INC
-$2.2M
51,714
-67%
建仓
—
XP INC
+$2.2M
145,450
清仓
BBY
BEST BUY INC
-$2.1M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$2.1M
1,995
+71%
增持
WTTR
SELECT ENERGY SVCS INC
+$2.0M
289,180
+204%
清仓
BDX
BECTON DICKINSON & CO
-$2.0M
0
-100%
减持
SGI
TEMPUR SEALY INTL INC
-$1.9M
21,414
-81%
建仓
PCTY
PAYLOCITY HLDG CORP
+$1.9M
9,775
增持
CRM
SALESFORCE INC
+$1.9M
17,700
+456%
减持
RNG
RINGCENTRAL INC
-$1.9M
11,654
-80%
减持
—
AXALTA COATING SYS LTD
-$1.9M
36,304
-73%
增持
GEO
GEO GROUP INC NEW
+$1.9M
405,509
+21%
增持
—
ENHABIT INC
+$1.8M
259,098
+133%
减持
—
UNITI GROUP INC
-$1.8M
150,890
-61%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.8M
11,854
-44%
清仓
POOL
POOL CORP
-$1.8M
0
-100%
减持
EQX
EQUINOX GOLD CORP
-$1.8M
391,430
-54%
减持
ENS
ENERSYS
-$1.8M
17,354
-67%
建仓
—
JUNIPER NETWORKS INC
+$1.8M
55,696
增持
—
LINDE PLC
+$1.8M
9,866
+81%
增持
JOE
ST JOE CO
+$1.7M
73,951
+112%
增持
—
R1 RCM INC
+$1.7M
578,518
+133%
减持
NVR
NVR INC
-$1.7M
204
-70%
减持
SCL
STEPAN CO
-$1.7M
7,746
-71%
增持
VRT
VERTIV HOLDINGS CO
+$1.7M
231,494
+53%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.7M
38,381
+28%
增持
—
DLOCAL LTD
+$1.7M
127,654
+742%
减持
GOOGL
ALPHABET INC
-$1.7M
142,024
-4%
增持
—
CLARIVATE PLC
+$1.7M
766,471
+52%
清仓
—
FORGEROCK INC
-$1.6M
0
-100%
清仓
NKE
NIKE INC
-$1.6M
0
-100%
建仓
BN
BROOKFIELD CORP
+$1.6M
50,479
建仓
—
CHECK POINT SOFTWARE TECH LT
+$1.6M
12,395
增持
NOW
SERVICENOW INC
+$1.6M
6,239
+174%
增持
—
ALTUS POWER INC
+$1.6M
514,264
+215%
增持
—
LITHIUM AMERS CORP NEW
+$1.5M
205,102
+123%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.5M
58,318
+38%
建仓
SQ
BLOCK INC
+$1.5M
23,386
清仓
WSR
WHITESTONE REIT
-$1.5M
0
-100%
增持
KEX
KIRBY CORP
+$1.5M
32,767
+204%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.4M
6,835
-64%
清仓
PANW
PALO ALTO NETWORKS INC
-$1.4M
0
-100%
清仓
—
MASONITE INTL CORP
-$1.4M
0
-100%
增持
BIO
BIO RAD LABS INC
+$1.4M
5,283
+175%
建仓
SII
SPROTT INC
+$1.4M
41,981
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
5,244
+91%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
31,977
+122%
建仓
TRU
TRANSUNION
+$1.4M
24,160
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.4M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
16,791
+96%
清仓
DINO
HF SINCLAIR CORP
-$1.4M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$1.3M
43,006
+80%
增持
DAR
DARLING INGREDIENTS INC
+$1.3M
40,409
+120%
减持
—
VERTEX ENERGY INC
-$1.3M
48,403
-81%
减持
—
DIVERSEY HLDGS LTD
-$1.3M
55,293
-82%
清仓
NSP
INSPERITY INC
-$1.3M
0
-100%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$1.3M
45,446
+143%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.3M
92,635
+25%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$1.3M
3,723
增持
PII
POLARIS INC
+$1.2M
18,862
+173%
增持
—
CANADIAN PAC RY LTD
+$1.2M
28,516
+115%
增持
DXLG
DESTINATION XL GROUP INC
+$1.2M
320,706
+87%
增持
LLY
LILLY ELI & CO
+$1.2M
7,779
+55%
清仓
HTO
SJW GROUP
-$1.2M
0
-100%
减持
V
VISA INC
-$1.2M
30,678
-28%
减持
—
UNIVAR SOLUTIONS INC
-$1.2M
71,627
-53%
增持
—
ARDAGH METAL PACKAGING S A
+$1.2M
509,965
+90%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.2M
75,422
+97%
清仓
MO
ALTRIA GROUP INC
-$1.1M
0
-100%
增持
MBUU
MALIBU BOATS INC
+$1.1M
34,639
+125%
清仓
KO
COCA COLA CO
-$1.1M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
10,918
+15%
减持
KKR
KKR & CO INC
-$1.1M
25,606
-52%
增持
—
CYBERARK SOFTWARE LTD
+$1.1M
10,874
+388%
增持
HON
HONEYWELL INTL INC
+$1.1M
9,478
+66%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$1.1M
54,464
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$1.1M
12,890
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
15,887
+47%
减持
LSTR
LANDSTAR SYS INC
-$1.0M
4,968
-61%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$1.0M
20,192
+358%
减持
MFC
MANULIFE FINL CORP
-$1.0M
39,922
-64%
增持
SPGI
S&P GLOBAL INC
+$1.0M
6,393
+76%
增持
HCA
HCA HEALTHCARE INC
+$1.0M
14,256
+9%
增持
—
AERCAP HOLDINGS NV
+$1.0M
47,337
+14%
建仓
DIS
DISNEY WALT CO
+$999.9K
11,509
增持
RRX
REGAL REXNORD CORPORATION
+$998.4K
26,233
+71%
清仓
GAP
GAP INC
-$998.0K
0
-100%
增持
ABT
ABBOTT LABS
+$997.5K
17,757
+81%
减持
NGVT
INGEVITY CORP
-$986.7K
25,842
-44%
减持
TBBK
BANCORP INC DEL
-$980.0K
53,560
-53%
减持
—
FLEX LTD
-$979.8K
87,940
-49%
减持
—
BLACKROCK INC
-$974.6K
6,245
-36%
减持
CIEN
CIENA CORP
-$969.7K
34,020
-49%
增持
VIAV
VIAVI SOLUTIONS INC
+$961.1K
207,721
+122%
清仓
PARR
PAR PAC HOLDINGS INC
-$960.0K
0
-100%
增持
JKHY
HENRY JACK & ASSOC INC
+$953.7K
7,654
+258%
增持
AVAV
AEROVIRONMENT INC
+$952.6K
26,496
+68%
增持
WM
WASTE MGMT INC DEL
+$946.8K
11,836
+108%
清仓
ITRI
ITRON INC
-$946.0K
0
-100%
建仓
—
PROASSURANCE CORP
+$939.9K
53,802
减持
—
DUN & BRADSTREET HLDGS INC
-$932.4K
239,936
-23%
清仓
CSGP
COSTAR GROUP INC
-$919.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$918.1K
19,581
-19%
减持
—
AMDOCS LTD
-$916.7K
18,375
-44%
增持
LAD
LITHIA MTRS INC
+$911.5K
7,861
+142%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$905.7K
62,093
-55%
增持
APO
APOLLO GLOBAL MGMT INC
+$895.4K
47,992
+3%
清仓
BILL
BILL COM HLDGS INC
-$895.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$892.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$882.8K
5,154
+70%
增持
VISN
COMMSCOPE HLDG CO INC
+$874.8K
247,598
+141%
建仓
WMG
WARNER MUSIC GROUP CORP
+$872.8K
24,922
增持
UBER
UBER TECHNOLOGIES INC
+$872.3K
101,631
+64%
清仓
PG
PROCTER AND GAMBLE CO
-$872.0K
0
-100%
增持
VRNS
VARONIS SYS INC
+$867.3K
53,730
+240%
