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Numerai GP LLC

SEC CIK
0001668527
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
311
較 2024 年第 1 季 +61
總值
$2.75 億
較 2024 年第 1 季 +$4,348 萬 (+18.8%)
申報日
2024/8/14
SEC
Numerai GP LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
PDDPDD Holdings Inc.SPONSORED ADS37,318$496.1 萬1.8%+37,318新進歷史
IEXIdex CorpCOM19,927$400.9 萬1.5%+13,725+221.3%加碼歷史
ACNAccenture plcStock12,266$372.2 萬1.4%+12,266新進歷史
Golden Ocean Group LtdG39637205SHS NEW266,061$367.2 萬1.3%+200,129+303.5%加碼–
BZKanzhun LtdSPONSORED ADS193,589$364.1 萬1.3%+193,589新進歷史
PRCTPROCEPT BioRobotics CorpCOM59,449$363.2 萬1.3%+6,807+12.9%加碼歷史
AXONAxon Enterprise, Inc.COM12,102$356.1 萬1.3%−2,274−15.8%減碼歷史
ARCBArcbest CorpCOM32,848$351.7 萬1.3%+32,848新進歷史
VRTVertiv Holdings CoCOM CL A38,905$336.8 萬1.2%+5,261+15.6%加碼歷史
SLFSun Life Financial IncCOM68,524$335.7 萬1.2%+68,524新進歷史
CRDOCredo Technology Group Holding LtdStock103,076$329.2 萬1.2%−65,529−38.9%減碼歷史
FRSHFreshworks Inc.Stock259,201$328.9 萬1.2%+202,529+357.4%加碼歷史
OTEXOpen Text CorpCOM108,065$324.6 萬1.2%+108,065新進歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES257,017$307.1 萬1.1%+257,017新進歷史
PIImpinj IncCOM18,878$296.0 萬1.1%+18,878新進歷史
RYANRyan Specialty Holdings, Inc.CL A47,514$275.2 萬1.0%+28,809+154.0%加碼歷史
GDDYGoDaddy Inc.CL A19,693$275.1 萬1.0%+19,693新進歷史
AMBAAmbarella IncSHS50,882$274.5 萬1.0%+18,664+57.9%加碼歷史
TOSTToast, Inc.Stock106,477$274.4 萬1.0%+106,477新進歷史
CRWDCrowdStrike Holdings, Inc.Stock7,139$273.6 萬1.0%−5,615−44.0%減碼歷史
IPGPIpg Photonics CorpCOM32,349$273.0 萬1.0%+2,781+9.4%加碼歷史
ONONOn Holding AGStock68,142$264.4 萬1.0%+68,142新進歷史
MEIMethode Electronics IncCOM253,648$262.5 萬1.0%+93,199+58.1%加碼歷史
HBMHudbay Minerals Inc.COM287,382$260.1 萬0.9%+260,595+972.8%加碼歷史
ELEstee Lauder Companies IncCL A22,943$244.1 萬0.9%+22,943新進歷史
EPAMEPAM Systems, Inc.COM11,867$223.2 萬0.8%+11,867新進歷史
MXLMaxlinear, IncCOM110,193$221.9 萬0.8%+68,640+165.2%加碼歷史
DDOGDatadog, Inc.CL A COM16,807$218.0 萬0.8%−11,016−39.6%減碼歷史
VITLVital Farms, Inc.COM46,537$217.7 萬0.8%+46,537新進歷史
GTLBGitlab Inc.CLASS A COM43,307$215.3 萬0.8%+33,926+361.6%加碼歷史
VICRVicor CorpCOM64,750$214.7 萬0.8%+17,234+36.3%加碼歷史
TRUPTrupanion, Inc.COM70,923$208.5 萬0.8%+70,923新進歷史
PAYCPaycom Software, Inc.Stock13,390$191.5 萬0.7%+8,714+186.4%加碼歷史
JBLJabil IncStock17,403$189.3 萬0.7%+17,403新進歷史
SGSweetgreen, Inc.COM CL A61,245$184.6 萬0.7%+61,245新進歷史
ZETAZeta Global Holdings Corp.CL A102,502$180.9 萬0.7%+29,212+39.9%加碼歷史
ALGAlamo Group IncCOM10,151$175.6 萬0.6%+10,151新進歷史
CMECME Group Inc.COM8,894$174.9 萬0.6%+8,894新進歷史
ROKRockwell Automation, IncStock5,970$164.3 萬0.6%+5,970新進歷史
HCSGHealthcare Services Group IncCOM155,128$164.1 萬0.6%−97,943−38.7%減碼歷史
DECKDeckers Outdoor CorpCOM1,668$161.5 萬0.6%+1,668新進歷史
NETCloudflare, Inc.CL A COM19,380$160.5 萬0.6%+19,380新進歷史
MYRGMyr Group Inc.COM11,762$159.6 萬0.6%+11,762新進歷史
CAVACava Group, Inc.COM17,149$159.1 萬0.6%−2,540−12.9%減碼歷史
ROSTRoss Stores, Inc.COM10,878$158.1 萬0.6%+10,878新進歷史
UNFUnifirst CorpCOM9,119$156.4 萬0.6%+9,119新進歷史
WBWEIBO CorpSPONSORED ADR202,264$155.3 萬0.6%+202,264新進歷史
PYCRPaycor HCM, Inc.COM121,542$154.4 萬0.6%+121,542新進歷史
AAAlcoa CorpStock38,724$154.0 萬0.6%+38,724新進歷史
CLWClearwater Paper CorpCOM31,460$152.5 萬0.6%+31,460新進歷史
COURCoursera, Inc.COM211,066$151.1 萬0.5%+191,188+961.8%加碼歷史
AVPTAvePoint, Inc.COM CL A139,702$145.6 萬0.5%−196,738−58.5%減碼歷史
ANETArista Networks, Inc.COM4,113$144.2 萬0.5%−524−11.3%減碼歷史
SHAKShake Shack Inc.CL A15,913$143.2 萬0.5%+11,976+304.2%加碼歷史
TBITrueBlue, Inc.COM138,572$142.7 萬0.5%−201,592−59.3%減碼歷史
PLMRPalomar Holdings, Inc.Stock17,578$142.6 萬0.5%+17,578新進歷史
TENTsakos Energy Navigation LtdSHS47,610$139.4 萬0.5%+47,610新進歷史
TGITriumph Group IncCOM88,921$137.0 萬0.5%+26,836+43.2%加碼歷史
FBMSFirst Bancshares IncCOM51,955$135.0 萬0.5%+9,281+21.7%加碼歷史
NVGSNavigator Holdings Ltd.SHS75,221$131.3 萬0.5%+75,221新進歷史
ERIIEnergy Recovery, Inc.COM98,254$130.6 萬0.5%+64,717+193.0%加碼歷史
AVNSAvanos Medical, Inc.Stock65,249$130.0 萬0.5%−56,509−46.4%減碼歷史
LNCLincoln National CorpCOM41,743$129.8 萬0.5%+41,743新進歷史
METCRamaco Resources, Inc.COM CL A103,255$128.6 萬0.5%+12,930+14.3%加碼歷史
ILMNIllumina, Inc.COM12,022$125.5 萬0.5%−23,683−66.3%減碼歷史
HAYWHayward Holdings, Inc.COM101,184$124.5 萬0.5%+37,591+59.1%加碼歷史
SMTCSemtech CorpStock41,287$123.4 萬0.4%+1,011+2.5%加碼歷史
FRPTFreshpet, Inc.Stock9,413$121.8 萬0.4%+9,413新進歷史
IPARInterparfums IncCOM10,453$121.3 萬0.4%+10,453新進歷史
HIIHuntington Ingalls Industries, Inc.COM4,802$118.3 萬0.4%+4,802新進歷史
TITNTitan Machinery Inc.COM73,108$116.2 萬0.4%−31,114−29.9%減碼歷史
CGAUCenterra Gold Inc.COM167,580$112.6 萬0.4%−25,593−13.2%減碼歷史
ADTNADTRAN Holdings, Inc.COM210,848$110.9 萬0.4%+122,334+138.2%加碼歷史
SMCISuper Micro Computer, Inc.COM1,352$110.8 萬0.4%+1,352新進歷史
TFIITFI International Inc.COM7,613$110.5 萬0.4%+7,613新進歷史
AGNTAGNT, Inc.COM95,087$107.3 萬0.4%+95,087新進歷史
NFLXNetflix IncStock1,589$107.2 萬0.4%+1,589新進歷史
ASCArdmore Shipping CorpCOM46,850$105.6 萬0.4%+46,850新進歷史
RUSHARush Enterprises IncCL A24,958$104.5 萬0.4%+24,958新進歷史
OLOOlo Inc.CL A236,315$104.5 萬0.4%+72,423+44.2%加碼歷史
EVEREverQuote, Inc.COM CL A49,678$103.6 萬0.4%+49,678新進歷史
DASHDoorDash, Inc.Stock9,408$102.3 萬0.4%−13,181−58.4%減碼歷史
JBHTHunt J B Transport Services IncCOM6,263$100.2 萬0.4%+6,263新進歷史
BURLBurlington Stores, Inc.COM4,122$98.9 萬0.4%+4,122新進歷史
HIMSHims & Hers Health, Inc.Stock48,879$98.7 萬0.4%+35,264+259.0%加碼歷史
ESEEsco Technologies IncCOM9,243$97.1 萬0.4%+557+6.4%加碼歷史
MSMMSC Industrial Direct Co IncCL A12,238$97.1 萬0.4%+12,238新進歷史
PLOWDouglas Dynamics, IncCOM41,068$96.1 萬0.3%−52,866−56.3%減碼歷史
OWLBlue Owl Capital Inc.COM CL A53,958$95.8 萬0.3%−12,934−19.3%減碼歷史
RSIRush Street Interactive, Inc.COM98,470$94.4 萬0.3%+98,470新進歷史
QSQuantumScape CorpCOM CL A191,220$94.1 萬0.3%+191,220新進歷史
CRMTAmericas Carmart IncCOM15,545$93.6 萬0.3%+15,545新進歷史
SJMJ M SMUCKER CoStock8,435$92.0 萬0.3%+8,435新進歷史
TXG10x Genomics, Inc.CL A COM46,559$90.6 萬0.3%+46,559新進歷史
COMPCompass, Inc.CL A250,768$90.3 萬0.3%+250,768新進歷史
KLICKulicke & Soffa Industries IncCOM18,324$90.1 萬0.3%+18,324新進歷史
TDToronto Dominion BankStock16,315$89.7 萬0.3%+16,315新進歷史
GPREGreen Plains Inc.COM56,368$89.4 萬0.3%+56,368新進歷史
GLGlobe Life Inc.COM10,838$89.2 萬0.3%+10,838新進歷史
AMPLAmplitude, Inc.Stock100,012$89.0 萬0.3%+57,132+133.2%加碼歷史

2024 年第 1 季之後清倉(139 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 139 檔。

Numerai GP LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
NRGNRG Energy, Inc.Stock88,524$599.2 萬2.6%歷史
NXTNextpower Inc.Stock46,653$262.5 萬1.1%歷史
GPIGroup 1 Automotive IncCOM8,185$239.2 萬1.0%歷史
AFRMAffirm Holdings, Inc.COM CL A62,718$233.7 萬1.0%歷史
CLFCleveland-Cliffs Inc.COM101,264$230.3 萬1.0%歷史
SBUXStarbucks CorpStock21,457$196.1 萬0.8%歷史
ABMAbm Industries IncCOM42,189$188.2 萬0.8%歷史
AGCOAGCO CorpCOM14,340$176.4 萬0.8%歷史
HUMHumana IncStock4,954$171.8 萬0.7%歷史
UGIUgi CorpStock69,274$170.0 萬0.7%歷史
BANRBanner CorpCOM NEW35,245$169.2 萬0.7%歷史
NTNXNutanix, Inc.Stock26,071$160.9 萬0.7%歷史
MGPIMGP Ingredients IncCOM18,080$155.7 萬0.7%歷史
AMZNAmazon Com IncStock8,511$153.5 萬0.7%歷史
FCXFreeport-McMoran IncStock32,569$153.1 萬0.7%歷史
CELHCelsius Holdings, Inc.COM NEW17,370$144.0 萬0.6%歷史
WENWendy's CoStock73,202$137.9 萬0.6%歷史
CGNXCognex CorpCOM30,339$128.7 萬0.6%歷史
TPCTutor Perini CorpCOM87,109$126.0 萬0.5%歷史
VMIValmont Industries IncCOM4,936$112.7 萬0.5%歷史
AWKAmerican Water Works Company, Inc.Stock9,064$110.8 萬0.5%歷史
ZSZscaler, Inc.Stock5,520$106.3 萬0.5%歷史
LYVLive Nation Entertainment, Inc.COM9,995$105.7 萬0.5%歷史
DRVNDriven Brands Holdings Inc.COM65,871$104.0 萬0.4%歷史
FCFSFirstCash Holdings, Inc.COM7,986$101.9 萬0.4%歷史
BKHBlack Hills CorpCOM17,609$96.1 萬0.4%歷史
DIODDiodes IncCOM13,622$96.0 萬0.4%歷史
FORForestar Group Inc.COM23,402$94.1 萬0.4%歷史
GTMZoomInfo Technologies Inc.Stock58,620$94.0 萬0.4%歷史
LEGLeggett & Platt IncStock48,586$93.0 萬0.4%歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW11,844$90.2 萬0.4%歷史
AWRAmerican States Water CoCOM12,056$87.1 萬0.4%歷史
MEDPMedpace Holdings, Inc.COM2,103$85.0 萬0.4%歷史
VCVisteon CorpCOM NEW6,869$80.8 萬0.3%歷史
WKWorkiva IncCOM CL A9,524$80.8 萬0.3%歷史
CNKCinemark Holdings, Inc.COM44,646$80.2 萬0.3%歷史
DUOLDuolingo, Inc.CL A COM3,263$72.0 萬0.3%歷史
PWRQuanta Services, Inc.COM2,685$69.8 萬0.3%歷史
LYBLyondellBasell Industries N.V.SHS - A -6,739$68.9 萬0.3%歷史
HAINHain Celestial Group IncCOM85,559$67.2 萬0.3%歷史
PEGAPegasystems IncCOM10,220$66.1 萬0.3%歷史
ONTOnterris, Inc.COM16,727$65.5 萬0.3%歷史
NVEENV5 Global, Inc.COM6,684$65.5 萬0.3%歷史
SQSPSquarespace, Inc.CLASS A17,918$65.3 萬0.3%歷史
UDMYUdemy, Inc.COM57,873$63.5 萬0.3%歷史
CCLCarnival Corp Ltd.UNIT 99/99/999938,534$63.0 萬0.3%歷史
KKRKKR & Co. Inc.COM6,051$60.9 萬0.3%歷史
NTRNutrien Ltd.COM11,133$60.5 萬0.3%歷史
NUSNu Skin Enterprises, Inc.CL A42,195$58.4 萬0.3%歷史
RBLXRoblox CorpStock14,596$55.7 萬0.2%歷史
NEENextera Energy IncStock8,642$55.2 萬0.2%歷史
APTVAptiv PLCSHS6,917$55.1 萬0.2%歷史
GVAGranite Construction IncCOM9,384$53.6 萬0.2%歷史
SHYFShyft Group, Inc.COM41,105$51.1 萬0.2%歷史
WTTRSelect Water Solutions, Inc.CL A COM54,908$50.7 萬0.2%歷史
DFHDream Finders Homes, Inc.COM CL A11,426$50.0 萬0.2%歷史
AOSLAlpha & Omega Semiconductor LtdSHS22,522$49.6 萬0.2%歷史
ACHAccendra Health IncStock17,143$47.5 萬0.2%歷史
MTHMeritage Homes CORPCOM2,681$47.0 萬0.2%歷史
SLMSLM CorpCOM20,738$45.2 萬0.2%歷史
APDAir Products & Chemicals, Inc.Stock1,842$44.6 萬0.2%歷史
PRAProassurance CorpCOM33,706$43.3 萬0.2%歷史
ROKURoku, IncCOM CL A6,618$43.1 萬0.2%歷史
FAFFirst American Financial CorpStock6,783$41.4 萬0.2%歷史
DKNGDraftKings Inc.Stock9,024$41.0 萬0.2%歷史
FWRDForward Air CorpCOM12,947$40.3 萬0.2%歷史
CAECae IncCOM18,700$38.6 萬0.2%歷史
GPCGenuine Parts CoStock2,422$37.5 萬0.2%歷史
OIO-I Glass, Inc.COM22,500$37.3 萬0.2%歷史
CNCCentene CorpStock4,738$37.2 萬0.2%歷史
IQVIQVIA Holdings Inc.Stock1,457$36.8 萬0.2%歷史
DEDeere & CoStock875$35.9 萬0.2%歷史
HEHawaiian Electric Industries IncCOM31,594$35.6 萬0.2%歷史
EQTEQT CorpStock9,556$35.4 萬0.2%歷史
ANAutonation, Inc.COM2,114$35.0 萬0.2%歷史
AVDXAvidXchange Holdings, Inc.COM26,014$34.2 萬0.1%歷史
MODNModel N, Inc.COM11,808$33.6 萬0.1%歷史
CNQCanadian Natural Resources LtdCOM4,398$33.6 萬0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A27,923$33.3 萬0.1%歷史
PCORProcore Technologies, Inc.COM3,998$32.9 萬0.1%歷史
AVTAvnet IncCOM6,596$32.7 萬0.1%歷史
TTECTTEC Holdings, Inc.COM31,363$32.5 萬0.1%歷史
SAHSonic Automotive IncCL A5,658$32.2 萬0.1%歷史
LMTLockheed Martin CorpStock693$31.5 萬0.1%歷史
ROADConstruction Partners, Inc.COM CL A5,585$31.4 萬0.1%歷史
FELEFranklin Electric Co IncCOM2,936$31.4 萬0.1%歷史
HRLHormel Foods CorpCOM8,962$31.3 萬0.1%歷史
STSensata Technologies Holding plcSHS8,466$31.1 萬0.1%歷史
HTOH2O AmericaCOM5,448$30.8 萬0.1%歷史
WSOWatsco IncCOM701$30.3 萬0.1%歷史
PFSIPennyMac Financial Services, Inc.COM3,324$30.3 萬0.1%歷史
CHUYChuy's Holdings, Inc.COM8,765$29.6 萬0.1%歷史
LADLithia Motors IncCOM971$29.2 萬0.1%歷史
PLABPhotronics IncCOM10,287$29.1 萬0.1%歷史
DOOBRP Inc.COM SUN VTG4,275$28.7 萬0.1%歷史
DNOWDNOW Inc.COM18,839$28.6 萬0.1%歷史
TMPTompkins Financial CorpCOM5,644$28.4 萬0.1%歷史
RIOTRiot Platforms, Inc.COM22,483$27.5 萬0.1%歷史
NXENexGen Energy Ltd.COM34,613$26.9 萬0.1%歷史
UTIUniversal Technical Institute IncCOM16,871$26.9 萬0.1%歷史