Engineers Gate Manager LP 13F 持仓 · 2026年Q2
Engineers Gate Manager 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,192 只证券，申报市值合计 77.11 亿美元。前几大持仓：BKH（1.39%）、FWONK（1.29%）、GM（1.29%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BKH | BLACK HILLS CORP | $107.3M | 1.39% | 1.4M | 增持 |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | $99.8M | 1.29% | 1.0M | 增持 |
| 3 | GM | GENERAL MTRS CO | $99.4M | 1.29% | 1.3M | 增持 |
| 4 | MA | MASTERCARD INCORPORATED | $88.0M | 1.14% | 171,347 | 增持 |
| 5 | ITT | ITT INC | $76.3M | 0.99% | 385,727 | 增持 |
| 6 | TPR | TAPESTRY INC | $69.2M | 0.90% | 472,467 | 增持 |
| 7 | AMZN | AMAZON COM INC | $68.7M | 0.89% | 288,313 | 增持 |
| 8 | SHEL | SHELL PLC | $65.2M | 0.85% | 840,770 | 增持 |
| 9 | BA | BOEING CO | $60.9M | 0.79% | 281,264 | 增持 |
| 10 | SGI | SOMNIGROUP INTERNATIONAL INC | $60.0M | 0.78% | 765,457 | 新建仓 |
| 11 | DECK | DECKERS OUTDOOR CORP | $56.1M | 0.73% | 564,874 | 增持 |
| 12 | MUSA | MURPHY USA INC | $55.5M | 0.72% | 103,041 | 增持 |
| 13 | PH | PARKER-HANNIFIN CORP | $55.0M | 0.71% | 56,210 | 减持 |
| 14 | CRH | CRH PLC | $49.4M | 0.64% | 461,503 | 增持 |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | $48.3M | 0.63% | 263,524 | 增持 |
| 16 | TGT | TARGET CORP | $48.7M | 0.63% | 372,558 | 增持 |
| 17 | JBL | JABIL INC | $47.0M | 0.61% | 122,011 | 增持 |
| 18 | SU | SUNCOR ENERGY INC NEW | $47.0M | 0.61% | 876,008 | 增持 |
| 19 | MMM | 3M CO | $46.6M | 0.60% | 287,652 | 增持 |
| 20 | FCX | FREEPORT MCMORAN INC | $43.6M | 0.56% | 692,631 | 增持 |
| 21 | PFGC | PERFORMANCE FOOD GROUP CO | $42.9M | 0.56% | 384,143 | 增持 |
| 22 | XYZ | BLOCK INC | $43.4M | 0.56% | 571,414 | 增持 |
| 23 | LUV | SOUTHWEST AIRLS CO | $41.9M | 0.54% | 814,820 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $40.1M | 0.52% | 55,510 | 减持 |
| 25 | SNOW | SNOWFLAKE INC | $39.9M | 0.52% | 156,869 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR