小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 37
增持 46
减持 41
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
AMD
ADVANCED MICRO DEVICES INC
+$28.8M
201,949
+633%
清仓
LLY
ELI LILLY & CO
-$26.8M
0
-100%
增持
TXN
TEXAS INSTRS INC
+$25.8M
143,402
+5211%
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
SNOW
SNOWFLAKE INC
+$23.0M
110,837
+1149%
清仓
HOOD
ROBINHOOD MKTS INC
-$19.8M
0
-100%
清仓
AVGO
BROADCOM INC
-$18.3M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$17.8M
20,939
+1178%
建仓
ECHO
ECHOSTAR CORP
+$16.5M
216,183
清仓
MCD
MCDONALDS CORP
-$16.4M
0
-100%
增持
SEI
SOLARIS ENERGY INFRAS INC
+$14.7M
415,453
+513%
减持
PM
PHILIP MORRIS INTL INC
-$14.7M
81,230
-47%
清仓
GEO
GEO GROUP INC NEW
-$14.0M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$13.9M
175,938
+542%
增持
TJX
TJX COS INC NEW
+$13.5M
113,505
+389%
增持
MELI
MERCADOLIBRE INC
+$13.0M
7,099
+420%
增持
APH
AMPHENOL CORP NEW
+$12.6M
118,914
+462%
清仓
HNRG
HALLADOR ENERGY COMPANY
-$12.5M
0
-100%
清仓
EQIX
EQUINIX INC
-$11.9M
0
-100%
减持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$11.7M
305,086
-86%
减持
AMN
AMN HEALTHCARE SVCS INC
-$11.6M
84,169
-87%
增持
FLR
FLUOR CORP NEW
+$11.6M
287,951
+2616%
减持
OKTA
OKTA INC
-$11.5M
35,277
-76%
建仓
—
KYIVSTAR GROUP LTD
+$10.8M
860,569
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.7M
47,345
-33%
减持
AESI
ATLAS ENERGY SOLUTIONS INC
-$10.7M
145,931
-84%
减持
JNJ
JOHNSON & JOHNSON
-$10.5M
10,126
-88%
减持
CRM
SALESFORCE INC
-$9.9M
30,517
-52%
增持
—
LITHIUM ARGENTINA AG
+$9.7M
4,200,238
+102%
减持
TDS
TELEPHONE & DATA SYS INC
-$9.6M
77,170
-78%
增持
PFE
PFIZER INC
+$9.5M
496,601
+284%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$9.3M
50,727
增持
CGON
CG ONCOLOGY INC
+$9.2M
395,340
+52%
减持
—
INTEGRAL AD SCIENCE HLDNG CO
-$8.8M
536,066
-69%
建仓
—
AKERO THERAPEUTICS INC
+$8.8M
185,559
建仓
SWK
STANLEY BLACK & DECKER INC
+$8.6M
116,320
建仓
SPGI
S&P GLOBAL INC
+$8.6M
17,659
增持
—
LINDE PLC
+$8.4M
22,236
+391%
增持
ARHS
ARHAUS INC
+$8.3M
1,056,367
+208%
建仓
TTI
TETRA TECHNOLOGIES INC DEL
+$8.2M
1,425,593
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$8.1M
0
-100%
建仓
EA
ELECTRONIC ARTS INC
+$8.0M
39,544
增持
TOI
THE ONCOLOGY INSTITUTE INC
+$8.0M
2,704,650
+278%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$7.8M
66,357
+1070%
增持
RY
ROYAL BK CDA
+$7.7M
56,844
+1062%
减持
COR
CENCORA INC
-$7.5M
4,925
-84%
减持
ARGX
ARGENX SE
-$7.5M
2,823
-84%
减持
TAC
TRANSALTA CORP
-$7.3M
75,372
-90%
增持
—
AGILON HEALTH INC
+$7.3M
11,428,027
+492%
增持
GT
GOODYEAR TIRE & RUBR CO
+$7.3M
2,040,792
+166%
增持
META
META PLATFORMS INC
+$7.2M
48,096
+26%
建仓
FCX
FREEPORT-MCMORAN INC
+$7.1M
181,071
减持
—
ESTABLISHMENT LABS HLDGS INC
-$7.1M
222,845
-41%
清仓
GPRE
GREEN PLAINS INC
-$7.0M
0
-100%
减持
LYFT
LYFT INC
-$7.0M
43,915
-91%
减持
PBF
PBF ENERGY INC
-$6.9M
22,965
-93%
清仓
—
KELLANOVA
-$6.9M
0
-100%
清仓
NOW
SERVICENOW INC
-$6.9M
0
-100%
减持
HUMA
HUMACYTE INC
-$6.7M
283,627
-92%
增持
FSLR
FIRST SOLAR INC
+$6.7M
40,480
+195%
增持
—
ASML HOLDING N V
+$6.7M
13,746
+65%
增持
PGNY
PROGYNY INC
+$6.6M
424,393
+273%
建仓
PG
PROCTER AND GAMBLE CO
+$6.6M
42,929
建仓
—
TRONOX HOLDINGS PLC
+$6.6M
1,629,971
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$6.5M
169,761
增持
NFLX
NETFLIX INC
+$6.5M
22,493
+47%
建仓
OPRX
OPTIMIZERX CORP
+$6.3M
308,809
清仓
JPM
JPMORGAN CHASE & CO.
-$6.1M
0
-100%
清仓
UUUU
ENERGY FUELS INC
-$6.0M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$6.0M
4,865
-13%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
127,172
+13%
减持
OPLN
OPENLANE INC
-$5.9M
40,838
-86%
减持
WDAY
WORKDAY INC
-$5.8M
2,522
-91%
建仓
—
ACCELERANT HOLDINGS
+$5.7M
382,645
增持
ENPH
ENPHASE ENERGY INC
+$5.6M
238,041
+229%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
91,688
+3%
减持
WTTR
SELECT WATER SOLUTIONS INC
-$5.5M
263,146
-73%
减持
AAON
AAON INC
-$5.4M
43,008
-66%
减持
CXW
CORECIVIC INC
-$5.4M
53,016
-83%
减持
LOB
LIVE OAK BANCSHARES INC
-$5.4M
148,328
-58%
减持
RPD
RAPID7 INC
-$5.4M
25,784
-90%
建仓
—
ZIMVIE INC
+$5.4M
282,910
减持
MSFT
MICROSOFT CORP
-$5.3M
62,422
-17%
建仓
CBZ
CBIZ INC
+$5.2M
98,406
建仓
—
CARNIVAL CORP
+$5.2M
179,618
建仓
GD
GENERAL DYNAMICS CORP
+$5.2M
15,105
建仓
SPRY
ARS PHARMACEUTICALS INC
+$5.1M
512,367
增持
REGN
REGENERON PHARMACEUTICALS
+$5.1M
57,223
+11%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$5.1M
57,404
-84%
增持
HZO
MARINEMAX INC
+$5.0M
304,718
+184%
减持
—
MERUS N V
-$4.9M
13,391
-89%
增持
GDYN
GRID DYNAMICS HLDGS INC
+$4.9M
1,094,701
+255%
清仓
BOOT
BOOT BARN HLDGS INC
-$4.9M
0
-100%
减持
NRG
NRG ENERGY INC
-$4.8M
8,774
-77%
清仓
DKNG
DRAFTKINGS INC NEW
-$4.8M
0
-100%
减持
PRM
PERIMETER SOLUTIONS INC
-$4.7M
49,100
-88%
清仓
HWM
HOWMET AEROSPACE INC
-$4.7M
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$4.7M
55,663
清仓
VEEV
VEEVA SYS INC
-$4.7M
0
-100%
增持
—
SPOTIFY TECHNOLOGY S A
+$4.7M
9,229
+306%
建仓
—
ACCENTURE PLC IRELAND
+$4.7M
19,056
减持
BNTX
BIONTECH SE
-$4.7M
185,491
-14%
减持
ENTG
ENTEGRIS INC
-$4.7M
11,716
-84%
建仓
DECK
DECKERS OUTDOOR CORP
+$4.7M
46,086
增持
ACVA
ACV AUCTIONS INC
+$4.6M
567,799
+828%
清仓
CELH
CELSIUS HLDGS INC
-$4.6M
0
-100%
增持
DAR
DARLING INGREDIENTS INC
+$4.5M
387,465
+98%
清仓
PODD
INSULET CORP
-$4.5M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$4.5M
0
-100%
减持
EWCZ
EUROPEAN WAX CTR INC
-$4.4M
35,161
-96%
建仓
PYPL
PAYPAL HLDGS INC
+$4.4M
66,054
增持
AMTM
AMENTUM HOLDINGS INC
+$4.4M
308,081
+146%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$4.3M
2,516
-92%
增持
IQV
IQVIA HLDGS INC
+$4.2M
27,730
+315%
清仓
CHYM
CHIME FINL INC
-$4.2M
0
-100%
增持
BCO
BRINKS CO
+$4.1M
48,641
+170%
建仓
VST
VISTRA CORP
+$4.1M
20,709
增持
AMZN
AMAZON COM INC
+$4.0M
183,123
+11%
增持
HON
HONEYWELL INTL INC
+$4.0M
37,550
+123%
减持
—
FERROGLOBE PLC
-$3.9M
926,381
-58%
建仓
ALB
ALBEMARLE CORP
+$3.9M
47,627
增持
CBLL
CERIBELL INC
+$3.8M
476,554
+448%
增持
MCO
MOODYS CORP
+$3.8M
10,671
+319%
清仓
RIOT
RIOT PLATFORMS INC
-$3.8M
0
-100%
增持
—
NORDIC AMERICAN TANKERS LIMI
+$3.8M
1,761,198
+168%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$3.8M
916
-94%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$3.7M
30,898
清仓
CAH
CARDINAL HEALTH INC
-$3.7M
0
-100%
清仓
SGML
SIGMA LITHIUM CORPORATION
-$3.7M
0
-100%
建仓
CMPS
COMPASS PATHWAYS PLC
+$3.6M
636,155
建仓
INTC
INTEL CORP
+$3.6M
108,380
建仓
NATH
NATHANS FAMOUS INC NEW
+$3.6M
32,485
建仓
MRVL
MARVELL TECHNOLOGY INC
+$3.6M
42,780
增持
SCHW
SCHWAB CHARLES CORP
+$3.5M
59,395
+154%
减持
—
ANYWHERE REAL ESTATE INC
+$3.5M
622,787
-26%
增持
FA
FIRST ADVANTAGE CORP NEW
+$3.5M
396,701
+155%
建仓
RYZ
RYERSON HLDG CORP
+$3.5M
154,052
减持
SHW
SHERWIN WILLIAMS CO
-$3.5M
7,089
-59%
建仓
BA
BOEING CO
+$3.5M
16,114
减持
TITN
TITAN MACHY INC
-$3.5M
47,980
-78%
减持
AMPL
AMPLITUDE INC
-$3.5M
32,694
-89%
建仓
DPZ
DOMINOS PIZZA INC
+$3.5M
8,042
增持
PUBM
PUBMATIC INC
+$3.5M
748,460
+239%
建仓
—
ATAI LIFE SCIENCES NV
+$3.4M
651,131
清仓
—
AMEDISYS INC
-$3.4M
0
-100%
建仓
PINS
PINTEREST INC
+$3.4M
104,416
增持
FLNC
FLUENCE ENERGY INC
+$3.3M
446,711
+100%
建仓
RS
RELIANCE INC
+$3.3M
11,725
减持
LPX
LOUISIANA PAC CORP
-$3.3M
8,851
-81%
清仓
OXM
OXFORD INDS INC
-$3.3M
0
-100%
建仓
GDOT
GREEN DOT CORP
+$3.3M
243,353
