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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 38
增持 39
减持 43
清仓 30
方向
标的
Δ市值
现股数(环比)
清仓
CRM
SALESFORCE INC
-$21.0M
0
-100%
增持
—
LINDE PLC
+$20.8M
48,001
+1192%
增持
V
VISA INC
+$19.7M
93,298
+127%
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
AVGO
BROADCOM INC
+$17.9M
107,167
清仓
HLIT
HARMONIC INC
-$17.7M
0
-100%
建仓
WMT
WALMART INC
+$15.2M
172,669
清仓
LLY
ELI LILLY & CO
-$14.9M
0
-100%
建仓
NTRA
NATERA INC
+$14.4M
101,922
清仓
TRGP
TARGA RES CORP
-$14.4M
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$14.2M
0
-100%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$13.4M
1,451,632
增持
AIOT
POWERFLEET INC
+$13.4M
2,877,826
+684%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$12.5M
3,761,829
建仓
FLNC
FLUENCE ENERGY INC
+$12.5M
2,568,752
减持
ELV
ELEVANCE HEALTH INC
-$12.3M
2,822
-92%
减持
BNTX
BIONTECH SE
-$12.2M
109,417
-44%
减持
—
INDIVIOR PLC
-$11.9M
249,426
-78%
建仓
GEO
GEO GROUP INC NEW
+$11.9M
406,552
减持
—
SPOTIFY TECHNOLOGY S A
-$11.7M
8,555
-77%
减持
WEX
WEX INC
-$11.0M
10,948
-85%
增持
ARGX
ARGENX SE
+$10.7M
20,323
+843%
减持
UBER
UBER TECHNOLOGIES INC
-$10.1M
125,365
-61%
减持
KO
COCA COLA CO
-$10.1M
26,213
-86%
增持
PGNY
PROGYNY INC
+$9.9M
515,626
+458%
减持
SOBO
SOUTH BOW CORP
-$9.6M
22,763
-95%
减持
TD
TORONTO DOMINION BK ONT
-$9.6M
23,122
-89%
清仓
CVS
CVS HEALTH CORP
-$9.4M
0
-100%
增持
ARHS
ARHAUS INC
+$9.2M
1,891,457
+146%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$9.2M
0
-100%
清仓
APP
APPLOVIN CORP
-$9.0M
0
-100%
建仓
LQDT
LIQUIDITY SVCS INC
+$8.7M
279,980
减持
EWCZ
EUROPEAN WAX CTR INC
-$8.6M
713,716
-58%
减持
SPT
SPROUT SOCIAL INC
-$8.6M
33,531
-89%
清仓
—
SUNNOVA ENERGY INTL INC.
-$8.6M
0
-100%
清仓
T
AT&T INC
-$8.4M
0
-100%
建仓
HL
HECLA MNG CO
+$8.4M
1,514,300
增持
EQIX
EQUINIX INC
+$8.4M
14,317
+314%
清仓
PEP
PEPSICO INC
-$8.3M
0
-100%
建仓
—
AGILON HEALTH INC
+$8.3M
1,920,265
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC
+$8.2M
356,155
清仓
—
LITHIUM AMERICAS ARGENTINA C
-$8.1M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$8.1M
17,054
-80%
减持
CI
THE CIGNA GROUP
-$8.1M
2,553
-92%
减持
MGA
MAGNA INTL INC
-$7.9M
20,022
-90%
建仓
EXPE
EXPEDIA GROUP INC
+$7.8M
46,647
清仓
—
EXPRO GROUP HOLDINGS NV
-$7.8M
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$7.8M
233,873
减持
REGN
REGENERON PHARMACEUTICALS
-$7.8M
5,714
-64%
减持
GPRE
GREEN PLAINS INC
-$7.7M
660,840
-43%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$7.7M
216,956
减持
TDS
TELEPHONE & DATA SYS INC
-$7.5M
65,151
-78%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$7.4M
9,459
-84%
增持
EQX
EQUINOX GOLD CORP
+$7.3M
3,249,654
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.3M
48,552
-34%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$7.2M
1,188,088
+1099%
建仓
CRI
CARTERS INC
+$7.2M
175,720
增持
VRRM
VERRA MOBILITY CORP
+$7.2M
364,310
+753%
增持
METC
RAMACO RES INC
+$7.0M
1,678,594
+151%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.9M
2,480
-85%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$6.9M
108,509
-64%
增持
MKL
MARKEL GROUP INC
+$6.7M
4,393
+409%
增持
FOUR
SHIFT4 PMTS INC
+$6.6M
112,620
+350%
建仓
RIOT
RIOT PLATFORMS INC
+$6.5M
913,497
增持
SBH
SALLY BEAUTY HLDGS INC
+$6.5M
961,230
+359%
建仓
AAON
AAON INC
+$6.5M
82,604
减持
MGNI
MAGNITE INC
-$6.3M
317,004
-49%
清仓
—
ALTUS POWER INC
-$6.3M
0
-100%
清仓
AAOI
APPLIED OPTOELECTRONICS INC
-$6.1M
0
-100%
增持
AMTM
AMENTUM HOLDINGS INC
+$6.0M
414,574
+481%
建仓
CLW
CLEARWATER PAPER CORP
+$6.0M
237,652
减持
ASPI
ASP ISOTOPES INC
-$6.0M
175,959
-88%
减持
DOCN
DIGITALOCEAN HLDGS INC
-$6.0M
50,371
-78%
增持
MTRX
MATRIX SVC CO
+$5.9M
536,447
+790%
减持
OKTA
OKTA INC
-$5.9M
17,708
-82%
增持
MCO
MOODYS CORP
+$5.9M
17,721
+253%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$5.7M
66,913
-81%
建仓
THRY
THRYV HLDGS INC
+$5.7M
444,672
增持
SWK
STANLEY BLACK & DECKER INC
+$5.5M
83,524
+648%
减持
WTTR
SELECT WATER SOLUTIONS INC
-$5.5M
158,616
-71%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$5.4M
651,880
-36%
减持
NFLX
NETFLIX INC
-$5.4M
9,766
-40%
减持
—
JFROG LTD
-$5.4M
15,859
-92%
增持
META
META PLATFORMS INC
+$5.4M
51,634
+24%
清仓
MAX
MEDIAALPHA INC
-$5.3M
0
-100%
增持
RY
ROYAL BK CDA
+$5.3M
61,868
+351%
建仓
LMB
LIMBACH HLDGS INC
+$5.2M
69,561
减持
—
LESLIES INC
-$5.1M
1,029,891
-61%
增持
GLDD
GREAT LAKES DREDGE & DOCK CO
+$5.1M
1,121,974
+169%
清仓
KBR
KBR INC
-$5.0M
0
-100%
增持
TDW
TIDEWATER INC NEW
+$4.9M
124,361
+1608%
增持
PFE
PFIZER INC
+$4.7M
252,141
+307%
清仓
KHC
KRAFT HEINZ CO
-$4.7M
0
-100%
增持
LGND
LIGAND PHARMACEUTICALS INC
+$4.7M
68,299
+190%
建仓
—
LITHIUM ARGENTINA AG
+$4.6M
2,155,575
增持
DAR
DARLING INGREDIENTS INC
+$4.6M
242,959
+173%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$4.6M
0
-100%
清仓
—
WEATHERFORD INTL PLC
-$4.6M
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$4.5M
0
-100%
增持
HZO
MARINEMAX INC
+$4.5M
444,739
+156%
减持
UROY
URANIUM RTY CORP
-$4.5M
1,711,030
-50%
建仓
VG
VENTURE GLOBAL INC
+$4.5M
435,316
增持
GOOGL
ALPHABET INC
+$4.5M
194,231
+44%
清仓
—
DUN & BRADSTREET HLDGS INC
-$4.4M
0
-100%
减持
NKE
NIKE INC
-$4.4M
20,762
-72%
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$4.3M
890,466
清仓
CARG
CARGURUS INC
-$4.3M
0
-100%
减持
—
CLARIVATE PLC
-$4.3M
703,574
-49%
建仓
FNKO
FUNKO INC
+$4.3M
626,266
减持
LYFT
LYFT INC
-$4.3M
234,491
-57%
减持
—
ICON PLC
-$4.2M
10,742
-63%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.2M
119,899
-2%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$4.1M
1,345,207
清仓
CRC
CALIFORNIA RES CORP
-$4.1M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$4.1M
157,066
-9%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$4.1M
151,251
增持
HUMA
HUMACYTE INC
-$4.0M
1,422,512
+11%
清仓
PTON
PELOTON INTERACTIVE INC
-$4.0M
0
-100%
建仓
RL
RALPH LAUREN CORP
+$4.0M
18,145
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$3.9M
2,550,172
-15%
建仓
HIMS
HIMS & HERS HEALTH INC
+$3.9M
131,828
增持
—
SIMILARWEB LTD
+$3.9M
807,696
+307%
建仓
U
UNITY SOFTWARE INC
+$3.9M
197,113
建仓
HON
HONEYWELL INTL INC
+$3.9M
18,234
建仓
AMRC
AMERESCO INC
+$3.8M
318,675
增持
MELI
MERCADOLIBRE INC
+$3.8M
2,988
+155%
清仓
DG
DOLLAR GEN CORP NEW
-$3.8M
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$3.8M
22,021
清仓
NTR
NUTRIEN LTD
-$3.6M
0
-100%
增持
IT
GARTNER INC
+$3.6M
10,667
+514%
增持
URG
UR-ENERGY INC
+$3.6M
12,172,000
+206%
清仓
SQ
BLOCK INC
-$3.6M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$3.6M
28,076
+257%
减持
—
CONSTELLIUM SE
-$3.6M
369,949
-48%
清仓
—
AMDOCS LTD
-$3.6M
0
-100%
增持
—
NORDIC AMERICAN TANKERS LIMI
+$3.5M
3,135,619
+88%
增持
NPWR
NET POWER INC
+$3.5M
1,744,770
+1655%
建仓
CBLL
CERIBELL INC
+$3.5M
183,795
减持
RRX
REGAL REXNORD CORPORATION
-$3.5M
3,257
-87%
建仓
GO
GROCERY OUTLET HLDG CORP
+$3.5M
250,796
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$3.5M
424,029
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$3.5M
9,412
建仓
CTKB
CYTEK BIOSCIENCES INC
+$3.4M
845,405
减持
URI
UNITED RENTALS INC
-$3.4M
632
-88%
清仓
MGPI
MGP INGREDIENTS INC NEW
-$3.3M
0
-100%
减持
CDXS
CODEXIS INC
-$3.3M
526,089
-46%
增持
RPD
RAPID7 INC
+$3.2M
150,125
+717%
增持
PKG
PACKAGING CORP AMER
+$3.2M
17,716
+1374%
增持
XMTR
XOMETRY INC
+$3.2M
298,721
+201%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$3.2M
24,177
增持
TTEK
TETRA TECH INC NEW
+$3.2M
201,986
+192%
