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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
SESea LtdSPONSORD ADS5,586$39.9 萬0.1%+5,586新進歷史
FSVFirstService CorpCOM2,619$39.9 萬0.1%+2,619新進歷史
IVZInvesco Ltd.Stock26,788$40.1 萬0.1%−40,323−60.1%減碼歷史
APPNAppian CorpCL A12,991$40.1 萬0.1%+12,991新進歷史
AMEAmetek IncCOM2,425$40.4 萬0.1%+2,425新進歷史
CRGYCrescent Energy CoCL A COM34,243$40.6 萬0.1%+34,243新進歷史
WDCWestern Digital CorpCOM5,408$41.0 萬0.1%−18,921−77.8%減碼歷史
GFSGLOBALFOUNDRIES Inc.Stock8,199$41.5 萬0.2%+8,199新進歷史
AONAon plcCL A1,426$41.9 萬0.2%+1,426新進歷史
MTZMastec IncCOM3,946$42.2 萬0.2%+3,946新進歷史
GOGOGogo Inc.COM44,140$42.5 萬0.2%+44,140新進歷史
TUTelus CorpCOM28,667$43.4 萬0.2%+10,034+53.9%加碼歷史
BRBRBellring Brands, Inc.Stock7,631$43.6 萬0.2%−9,916−56.5%減碼歷史
ACTEnact Holdings, Inc.COM14,229$43.6 萬0.2%−20,590−59.1%減碼歷史
OSPNOneSpan Inc.COM34,273$43.9 萬0.2%−32,977−49.0%減碼歷史
BANFBancfirst CorpCOM5,049$44.3 萬0.2%+5,049新進歷史
HPQHP IncStock12,750$44.7 萬0.2%−3,009−19.1%減碼歷史
CNMDCONMED CorpCOM6,515$45.2 萬0.2%−3,333−33.8%減碼歷史
GNKGenco Shipping & Trading LtdSHS21,311$45.4 萬0.2%+21,311新進歷史
ASTSAST SpaceMobile, Inc.COM CL A39,415$45.8 萬0.2%+39,415新進歷史
XPXP Inc.CL A26,111$45.9 萬0.2%+16,046+159.4%加碼歷史
FNVFranco Nevada CorpStock4,053$48.0 萬0.2%−6,738−62.4%減碼歷史
LYFTLyft, Inc.CL A COM34,320$48.4 萬0.2%+34,320新進歷史
CENXCentury Aluminum CoCOM28,912$48.4 萬0.2%−23,812−45.2%減碼歷史
MLNKMeridianLink, Inc.COMMON STOCK22,763$48.6 萬0.2%−10,040−30.6%減碼歷史
PRPermian Resources CorpCLASS A COM30,436$49.2 萬0.2%+5,435+21.7%加碼歷史
LAZLazard, Inc.COM12,973$49.5 萬0.2%−4,362−25.2%減碼歷史
FSMFortuna Mining Corp.Stock101,523$49.6 萬0.2%−160,992−61.3%減碼歷史
ESGREnstar Group LTDSHS1,631$49.9 萬0.2%+1,631新進歷史
ATROAstronics CorpCOM25,031$50.1 萬0.2%+25,031新進歷史
HEIHeico CorpCOM2,251$50.3 萬0.2%+2,251新進歷史
OCOwens CorningStock2,899$50.4 萬0.2%−830−22.3%減碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR20,770$50.6 萬0.2%+20,770新進歷史
HFWAHeritage Financial CorpCOM28,218$50.9 萬0.2%+28,218新進歷史
Cyberark Software LtdM2682V108SHS1,861$50.9 萬0.2%+1,861新進–
CUBICustomers Bancorp, Inc.COM10,737$51.5 萬0.2%−6,516−37.8%減碼歷史
GMGeneral Motors CoCOM11,242$52.2 萬0.2%+1,007+9.8%加碼歷史
KRNTKornit Digital Ltd.SHS36,464$53.4 萬0.2%+36,464新進歷史
MUSAMurphy USA Inc.COM1,152$54.1 萬0.2%−1,214−51.3%減碼歷史
PSFEPaysafe LtdSHS30,648$54.2 萬0.2%+30,648新進歷史
TALTAL Education GroupSPONSORED ADS50,796$54.2 萬0.2%+50,796新進歷史
BFHBread Financial Holdings, Inc.COM12,184$54.3 萬0.2%−2,136−14.9%減碼歷史
ULHUniversal Logistics Holdings, Inc.COM13,448$54.6 萬0.2%+13,448新進歷史
BASECouchbase, Inc.COM29,977$54.7 萬0.2%−46,178−60.6%減碼歷史
EOLSEvolus, Inc.COM51,001$55.3 萬0.2%+37,996+292.2%加碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C14,039$55.4 萬0.2%+14,039新進歷史
NAPADuckhorn Portfolio, Inc.COM78,329$55.6 萬0.2%+55,808+247.8%加碼歷史
DCGODocGo Inc.COM180,650$55.8 萬0.2%−170,472−48.6%減碼歷史
HAFCHanmi Financial CorpCOM NEW34,051$56.9 萬0.2%−25,561−42.9%減碼歷史
COINCoinbase Global, Inc.COM CL A2,588$57.5 萬0.2%+2,588新進歷史
FFINFirst Financial Bankshares IncCOM19,610$57.9 萬0.2%+8,905+83.2%加碼歷史
COOPMaverick Merger Sub 2, LLCCOM7,254$58.9 萬0.2%+7,254新進歷史
KGSKodiak Gas Services, Inc.COM21,721$59.2 萬0.2%+21,721新進歷史
GTGoodyear Tire & Rubber CoCOM52,438$59.5 萬0.2%+40,531+340.4%加碼歷史
FTVFortive CorpStock8,114$60.1 萬0.2%+8,114新進歷史
APPAppLovin CorpCOM CL A7,233$60.2 萬0.2%−6,968−49.1%減碼歷史
COLBColumbia Banking System, Inc.COM30,743$61.1 萬0.2%−175,101−85.1%減碼歷史
THFFFirst Financial CorpStock16,708$61.6 萬0.2%+8,283+98.3%加碼歷史
ASLEAerSale CorpCOM91,126$63.1 萬0.2%−3,889−4.1%減碼歷史
BCEBce IncCOM NEW19,628$63.5 萬0.2%−38,416−66.2%減碼歷史
CVGWCalavo Growers IncCOM28,190$64.0 萬0.2%+28,190新進歷史
CVNACarvana Co.CL A4,994$64.3 萬0.2%+4,994新進歷史
SSRMSSR Mining Inc.Stock142,622$64.3 萬0.2%−137,413−49.1%減碼歷史
NUENucor CorpCOM4,076$64.4 萬0.2%+4,076新進歷史
HLIOHelios Technologies, Inc.COM13,603$65.0 萬0.2%−15,391−53.1%減碼歷史
WEAVWeave Communications, Inc.Stock72,030$65.0 萬0.2%+24,341+51.0%加碼歷史
MGAMagna International IncCOM15,901$66.6 萬0.2%+15,901新進歷史
FBINFortune Brands Innovations, Inc.COM10,317$67.0 萬0.2%+10,317新進歷史
GSLGlobal Ship Lease, Inc.COM CL A23,448$67.5 萬0.2%+23,448新進歷史
IONQIonQ, Inc.COM96,614$67.9 萬0.2%+96,614新進歷史
SNOWSnowflake Inc.Stock5,074$68.5 萬0.2%+5,074新進歷史
HEESH&E Equipment Services, Inc.COM15,521$68.6 萬0.2%+15,521新進歷史
VSATViasat IncCOM54,018$68.6 萬0.2%+54,018新進歷史
SPOTSpotify Technology S.A.Stock2,249$70.6 萬0.3%−2,271−50.2%減碼歷史
SLGNSilgan Holdings IncCOM16,705$70.7 萬0.3%+16,705新進歷史
BANCBanc of California, Inc.COM55,537$71.0 萬0.3%+55,537新進歷史
XRAYDentsply Sirona Inc.Stock28,702$71.5 萬0.3%+28,702新進歷史
BLBlackline, Inc.COM14,759$71.5 萬0.3%+14,759新進歷史
GRNDGrindr Inc.COM58,855$72.0 萬0.3%+58,855新進歷史
EUenCore Energy Corp.COM NEW183,282$72.2 萬0.3%−69,880−27.6%減碼歷史
WWayfair Inc.CL A13,707$72.3 萬0.3%+13,707新進歷史
DCHDauch CorpCOM103,580$72.4 萬0.3%+103,580新進歷史
FORRForrester Research, Inc.COM42,399$72.4 萬0.3%+32,855+344.2%加碼歷史
FLFoot Locker, Inc.COM29,098$72.5 萬0.3%+11,987+70.1%加碼歷史
PPCPilgrims Pride CorpStock18,996$73.1 萬0.3%−104,430−84.6%減碼歷史
APOGApogee Enterprises, Inc.COM11,751$73.8 萬0.3%+11,751新進歷史
ASPNAspen Aerogels IncCOM31,063$74.1 萬0.3%+31,063新進歷史
UVEUniversal Insurance Holdings, Inc.COM39,649$74.4 萬0.3%+39,649新進歷史
NTGRNetgear, Inc.COM49,237$75.3 萬0.3%+49,237新進歷史
HXLHexcel CorpCOM12,068$75.4 萬0.3%+12,068新進歷史
IRDMIridium Communications Inc.COM28,444$75.7 萬0.3%+28,444新進歷史
IPGInterpublic Group of Companies, Inc.COM26,123$76.0 萬0.3%+26,123新進歷史
VTEXVtexSHS CL A104,722$76.0 萬0.3%+104,722新進歷史
CBSHCommerce Bancshares IncStock13,818$77.1 萬0.3%+13,818新進歷史
BMYBristol Myers Squibb CoStock18,716$77.7 萬0.3%+18,716新進歷史
FSLYFastly, Inc.CL A105,855$78.0 萬0.3%+105,855新進歷史
GRBKGreen Brick Partners, Inc.COM14,122$80.8 萬0.3%+9,323+194.3%加碼歷史
PEverpure, Inc.CL A12,832$82.4 萬0.3%+8,671+208.4%加碼歷史
LGTYLogility Supply Chain Solutions, IncCL A90,538$82.7 萬0.3%−9,041−9.1%減碼歷史
RDUSRadius Recycling, Inc.CL A54,950$83.9 萬0.3%+54,950新進歷史

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