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Engle Capital Management, L.P. · 13F 持仓分析
期权收益计算器 机构排行

Engle Capital Management, L.P.

No.5157 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.64亿
环比变动 Q1 2026
+$7,060.9万+24.1%
持仓股票数
20
新买入
3
加仓
7
减仓
10
清仓
5
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTERAWULF COMWULF
18.28%14.5%$6,657.1万269.5万股$4,257.0万295.0万股-25.5万股-8.64%减仓
CCARDINAL INFRASTRUCTURE GROUCDNL
11.58%4.3%$4,216.9万44.8万股$1,261.0万31.8万股+13.0万股+40.77%加仓
CONSTRUCTION PARTNERSROAD
9.72%7.76%$3,540.7万29.8万股$2,278.0万20.5万股+9.3万股+45.42%加仓
BBBB FOODSTBBB
8.88%8.62%$3,231.8万77.6万股$2,529.0万71.5万股+6.1万股+8.47%加仓
LLEGENCELGN
8.48%9.82%$3,087.0万36.2万股$2,883.4万51.1万股-14.9万股-29.08%减仓
TTALEN ENERGYTLN
5.74%6.8%$2,090.4万5.4万股$1,995.3万6.3万股-8,102股-12.96%减仓
CCIPHER DIGITALCIFR
5.19%3.41%$1,889.6万77.1万股$1,000.0万77.7万股-5,717股-0.74%减仓
AERCAP SHSAER
5.12%7.67%$1,863.1万12.8万股$2,249.8万16.4万股-3.6万股-22.07%减仓
谷歌AGOOGL
4.22%2.58%$1,535.5万4.3万股$757.8万2.6万股+1.7万股+63.05%加仓
HHUT 8HUT
4.13%2.39%$1,504.7万13.0万股$702.7万15.0万股-1.9万股-12.99%减仓
SSTERLING INFRASTRUCTURESTRL
3.96%3.68%$1,443.4万1.7万股$1,079.3万2.7万股-9,304股-35.11%减仓
SSTEPSTONESTEP
3.41%3.86%$1,240.8万30.0万股$1,132.0万23.7万股+6.3万股+26.47%加仓
FLOWSERVEFLS
2.91%6.26%$1,060.5万14.3万股$1,837.8万25.0万股-10.7万股-42.80%减仓
SSUNCRETE INCRMIX
1.78%$649.1万28.8万股$00股+28.8万股新买入
卡梅科CCJ
1.52%1.14%$553.4万5.4万股$335.2万3.1万股+2.4万股+76.26%加仓
MMarex Group LtdMRX
1.32%3.05%$481.7万7.9万股$896.0万20.1万股-12.2万股-60.68%减仓
CCOMFORT SYS USAFIX
1.32%3.95%$479.0万2,417股$1,158.4万8,400股-5,983股-71.23%减仓
DDYCOM INDSDY
1.27%$463.1万9,160股$00股+9,160股新买入
AAPPLIED AEROSPACE & DEFENSEAADX
0.92%$334.4万14.7万股$00股+14.7万股新买入
CCARVANA CL ACVNA
0.24%1.29%$87.6万1.3万股$377.3万1.2万股+1,316股+10.97%加仓

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