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Numerai GP LLC

SEC CIK
0001668527
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
345
較 2024 年第 2 季 +34
總值
$3.75 億
較 2024 年第 2 季 +$1.00 億 (+36.4%)
申報日
2024/11/14
SEC
Numerai GP LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ATATAtour Lifestyle Holdings LtdSPONSORED ADS236,464$613.4 萬1.6%+236,464新進歷史
MYRGMyr Group Inc.COM59,302$606.2 萬1.6%+47,540+404.2%加碼歷史
UPSUnited Parcel Service IncStock41,871$570.9 萬1.5%+39,811+1,932.6%加碼歷史
ANETArista Networks, Inc.COM13,864$532.1 萬1.4%+9,751+237.1%加碼歷史
PIImpinj IncCOM22,637$490.1 萬1.3%+3,759+19.9%加碼歷史
PRCTPROCEPT BioRobotics CorpCOM56,766$454.8 萬1.2%−2,683−4.5%減碼歷史
PCARPaccar IncCOM44,643$440.5 萬1.2%+44,643新進歷史
JBLJabil IncStock36,631$438.9 萬1.2%+19,228+110.5%加碼歷史
SNOWSnowflake Inc.Stock37,936$435.7 萬1.2%+32,862+647.7%加碼歷史
IEXIdex CorpCOM19,342$414.9 萬1.1%−585−2.9%減碼歷史
GRNDGrindr Inc.COM347,498$414.6 萬1.1%+288,643+490.4%加碼歷史
GPGIGPGI, Inc.COM CL A293,295$411.2 萬1.1%+293,295新進歷史
ONONOn Holding AGStock81,330$407.9 萬1.1%+13,188+19.4%加碼歷史
ELEstee Lauder Companies IncCL A39,221$391.0 萬1.0%+16,278+70.9%加碼歷史
FRSHFreshworks Inc.Stock333,072$382.4 萬1.0%+73,871+28.5%加碼歷史
CRDOCredo Technology Group Holding LtdStock123,976$381.8 萬1.0%+20,900+20.3%加碼歷史
AZOAutoZone IncCOM1,182$372.3 萬1.0%+1,182新進歷史
SGSweetgreen, Inc.COM CL A91,525$324.5 萬0.9%+30,280+49.4%加碼歷史
PFGCPerformance Food Group CoCOM41,333$323.9 萬0.9%+41,333新進歷史
IPGPIpg Photonics CorpCOM42,822$318.3 萬0.8%+10,473+32.4%加碼歷史
FTVFortive CorpStock39,364$310.7 萬0.8%+31,250+385.1%加碼歷史
EMREmerson Electric CoStock28,407$310.7 萬0.8%+28,407新進歷史
TMETencent Music Entertainment GroupSPON ADS255,686$308.1 萬0.8%+255,686新進歷史
HOODRobinhood Markets, Inc.Stock125,453$293.8 萬0.8%+108,601+644.4%加碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS113,451$291.1 萬0.8%+113,451新進歷史
GOLDGold.com, Inc.COM65,729$290.3 萬0.8%+56,394+604.1%加碼歷史
ABNBAirbnb, Inc.Stock22,593$286.5 萬0.8%+22,593新進歷史
COMPCompass, Inc.CL A461,855$282.2 萬0.8%+211,087+84.2%加碼歷史
REAXReal REMAX Group Inc.COM NEW506,420$281.1 萬0.7%+506,420新進歷史
AXONAxon Enterprise, Inc.COM6,882$275.0 萬0.7%−5,220−43.1%減碼歷史
NTRNutrien Ltd.COM56,386$271.0 萬0.7%+56,386新進歷史
ALGAlamo Group IncCOM14,765$266.0 萬0.7%+4,614+45.5%加碼歷史
FRPTFreshpet, Inc.Stock19,235$263.1 萬0.7%+9,822+104.3%加碼歷史
USNAUsana Health Sciences IncCOM67,732$256.8 萬0.7%+67,732新進歷史
Golden Ocean Group LtdG39637205SHS NEW191,802$256.6 萬0.7%−74,259−27.9%減碼–
ASTEAstec Industries IncCOM80,284$256.4 萬0.7%+50,638+170.8%加碼歷史
GRBKGreen Brick Partners, Inc.COM30,552$255.2 萬0.7%+16,430+116.3%加碼歷史
LZLegalzoom.com, Inc.COM390,157$247.7 萬0.7%+390,157新進歷史
INVXInnovex International, Inc.COM167,349$245.7 萬0.7%+167,349新進歷史
MEIMethode Electronics IncCOM204,409$244.5 萬0.7%−49,239−19.4%減碼歷史
AMBAAmbarella IncSHS42,726$241.0 萬0.6%−8,156−16.0%減碼歷史
MXLMaxlinear, IncCOM166,083$240.5 萬0.6%+55,890+50.7%加碼歷史
SESea LtdSPONSORD ADS24,929$235.0 萬0.6%+19,343+346.3%加碼歷史
CMECME Group Inc.COM10,322$227.8 萬0.6%+1,428+16.1%加碼歷史
WBWEIBO CorpSPONSORED ADR220,803$222.6 萬0.6%+18,539+9.2%加碼歷史
CXMSprinklr, Inc.CL A280,741$217.0 萬0.6%+280,741新進歷史
TXG10x Genomics, Inc.CL A COM94,616$213.6 萬0.6%+48,057+103.2%加碼歷史
VTLEVital Energy, Inc.COM79,383$213.5 萬0.6%+79,383新進歷史
BRKRBruker CorpCOM30,880$213.3 萬0.6%+30,880新進歷史
CAVACava Group, Inc.COM17,160$212.5 萬0.6%+11+0.1%加碼歷史
RHIRobert Half Inc.COM31,349$211.3 萬0.6%+31,349新進歷史
FDSFactset Research Systems IncStock4,484$206.2 萬0.5%+4,484新進歷史
IRDMIridium Communications Inc.COM67,679$206.1 萬0.5%+39,235+137.9%加碼歷史
YOUClear Secure, Inc.COM CL A62,054$205.6 萬0.5%+62,054新進歷史
DLBDolby Laboratories, Inc.COM CL A26,653$204.0 萬0.5%+26,653新進歷史
TRUPTrupanion, Inc.COM48,020$201.6 萬0.5%−22,903−32.3%減碼歷史
AVPTAvePoint, Inc.COM CL A169,665$199.7 萬0.5%+29,963+21.4%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A28,498$189.2 萬0.5%−19,016−40.0%減碼歷史
TBITrueBlue, Inc.COM233,804$184.5 萬0.5%+95,232+68.7%加碼歷史
STNStantec IncCOM22,614$181.8 萬0.5%+22,614新進歷史
SMCISuper Micro Computer, Inc.COM4,340$180.7 萬0.5%+2,988+221.0%加碼歷史
DASHDoorDash, Inc.Stock12,444$177.6 萬0.5%+3,036+32.3%加碼歷史
OTEXOpen Text CorpCOM51,372$171.0 萬0.5%−56,693−52.5%減碼歷史
SMTCSemtech CorpStock37,273$170.2 萬0.5%−4,014−9.7%減碼歷史
EVEREverQuote, Inc.COM CL A78,868$166.3 萬0.4%+29,190+58.8%加碼歷史
VITLVital Farms, Inc.COM47,290$165.8 萬0.4%+753+1.6%加碼歷史
HLIOHelios Technologies, Inc.COM34,728$165.7 萬0.4%+21,125+155.3%加碼歷史
AXAxos Financial, Inc.COM26,230$164.9 萬0.4%+26,230新進歷史
RBLXRoblox CorpStock37,207$164.7 萬0.4%+37,207新進歷史
MNDYmonday.com Ltd.SHS5,847$162.4 萬0.4%+5,847新進歷史
HUMHumana IncStock5,086$161.1 萬0.4%+5,086新進歷史
AAAlcoa CorpStock41,688$160.8 萬0.4%+2,964+7.7%加碼歷史
NUENucor CorpCOM10,690$160.7 萬0.4%+6,614+162.3%加碼歷史
GIBCgi IncCL A13,962$160.5 萬0.4%+13,962新進歷史
FTNTFortinet, Inc.Stock20,483$158.8 萬0.4%+20,483新進歷史
HCSGHealthcare Services Group IncCOM140,104$156.5 萬0.4%−15,024−9.7%減碼歷史
KOPKoppers Holdings Inc.COM42,001$153.4 萬0.4%+36,248+630.1%加碼歷史
APGAPi Group CorpCOM STK46,342$153.0 萬0.4%+39,784+606.6%加碼歷史
STLDSteel Dynamics IncCOM12,103$152.6 萬0.4%+12,103新進歷史
XRAYDentsply Sirona Inc.Stock56,043$151.7 萬0.4%+27,341+95.3%加碼歷史
HIMSHims & Hers Health, Inc.Stock82,205$151.4 萬0.4%+33,326+68.2%加碼歷史
INTCIntel CorpStock63,930$150.0 萬0.4%+63,930新進歷史
JBTMJBT Marel CorpCOM15,107$148.8 萬0.4%+12,875+576.8%加碼歷史
TNETTrinet Group, Inc.COM14,574$141.3 萬0.4%+14,574新進歷史
ASCArdmore Shipping CorpCOM75,028$135.8 萬0.4%+28,178+60.1%加碼歷史
OLOOlo Inc.CL A268,001$132.9 萬0.4%+31,686+13.4%加碼歷史
ATIAti IncStock19,844$132.8 萬0.4%+19,844新進歷史
RPDRapid7, Inc.COM32,325$128.9 萬0.3%+32,325新進歷史
ALHCAlignment Healthcare, Inc.COM108,662$128.4 萬0.3%+108,662新進歷史
HBMHudbay Minerals Inc.COM139,131$127.9 萬0.3%−148,251−51.6%減碼歷史
MATWMatthews International CorpCL A55,083$127.8 萬0.3%+40,216+270.5%加碼歷史
MSMMSC Industrial Direct Co IncCL A14,807$127.4 萬0.3%+2,569+21.0%加碼歷史
POWIPower Integrations IncCOM19,866$127.4 萬0.3%+16,022+416.8%加碼歷史
BLBlackline, Inc.COM22,836$125.9 萬0.3%+8,077+54.7%加碼歷史
BURLBurlington Stores, Inc.COM4,774$125.8 萬0.3%+652+15.8%加碼歷史
LGTYLogility Supply Chain Solutions, IncCL A112,288$125.7 萬0.3%+21,750+24.0%加碼歷史
ESTCElastic N.V.ORD SHS16,238$124.6 萬0.3%+16,238新進歷史
ADTNADTRAN Holdings, Inc.COM208,914$123.9 萬0.3%−1,934−0.9%減碼歷史
BCEBce IncCOM NEW35,260$122.7 萬0.3%+15,632+79.6%加碼歷史
SOCSable Offshore Corp.COM SHS51,508$121.7 萬0.3%+51,508新進歷史

2024 年第 2 季之後清倉(110 檔)

2024 年第 2 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 110 檔。

Numerai GP LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
PDDPDD Holdings Inc.SPONSORED ADS37,318$496.1 萬1.8%歷史
ACNAccenture plcStock12,266$372.2 萬1.4%歷史
BZKanzhun LtdSPONSORED ADS193,589$364.1 萬1.3%歷史
SLFSun Life Financial IncCOM68,524$335.7 萬1.2%歷史
TOSTToast, Inc.Stock106,477$274.4 萬1.0%歷史
CRWDCrowdStrike Holdings, Inc.Stock7,139$273.6 萬1.0%歷史
EPAMEPAM Systems, Inc.COM11,867$223.2 萬0.8%歷史
VICRVicor CorpCOM64,750$214.7 萬0.8%歷史
ROKRockwell Automation, IncStock5,970$164.3 萬0.6%歷史
NETCloudflare, Inc.CL A COM19,380$160.5 萬0.6%歷史
CLWClearwater Paper CorpCOM31,460$152.5 萬0.6%歷史
TENTsakos Energy Navigation LtdSHS47,610$139.4 萬0.5%歷史
FBMSFirst Bancshares IncCOM51,955$135.0 萬0.5%歷史
ERIIEnergy Recovery, Inc.COM98,254$130.6 萬0.5%歷史
AVNSAvanos Medical, Inc.Stock65,249$130.0 萬0.5%歷史
HIIHuntington Ingalls Industries, Inc.COM4,802$118.3 萬0.4%歷史
TFIITFI International Inc.COM7,613$110.5 萬0.4%歷史
AGNTAGNT, Inc.COM95,087$107.3 萬0.4%歷史
NFLXNetflix IncStock1,589$107.2 萬0.4%歷史
JBHTHunt J B Transport Services IncCOM6,263$100.2 萬0.4%歷史
PLOWDouglas Dynamics, IncCOM41,068$96.1 萬0.3%歷史
SJMJ M SMUCKER CoStock8,435$92.0 萬0.3%歷史
GLGlobe Life Inc.COM10,838$89.2 萬0.3%歷史
PATHUiPath, Inc.Stock69,284$87.9 萬0.3%歷史
SNEXStoneX Group Inc.COM11,441$86.2 萬0.3%歷史
MSCIMSCI Inc.Stock1,780$85.8 萬0.3%歷史
MKTXMarketaxess Holdings IncCOM4,244$85.1 萬0.3%歷史
PEverpure, Inc.CL A12,832$82.4 萬0.3%歷史
FSLYFastly, Inc.CL A105,855$78.0 萬0.3%歷史
CBSHCommerce Bancshares IncStock13,818$77.1 萬0.3%歷史
VTEXVtexSHS CL A104,722$76.0 萬0.3%歷史
APOGApogee Enterprises, Inc.COM11,751$73.8 萬0.3%歷史
FLFoot Locker, Inc.COM29,098$72.5 萬0.3%歷史
DCHDauch CorpCOM103,580$72.4 萬0.3%歷史
WWayfair Inc.CL A13,707$72.3 萬0.3%歷史
IONQIonQ, Inc.COM96,614$67.9 萬0.2%歷史
FBINFortune Brands Innovations, Inc.COM10,317$67.0 萬0.2%歷史
ASLEAerSale CorpCOM91,126$63.1 萬0.2%歷史
COLBColumbia Banking System, Inc.COM30,743$61.1 萬0.2%歷史
APPAppLovin CorpCOM CL A7,233$60.2 萬0.2%歷史
GTGoodyear Tire & Rubber CoCOM52,438$59.5 萬0.2%歷史
COOPMaverick Merger Sub 2, LLCCOM7,254$58.9 萬0.2%歷史
COINCoinbase Global, Inc.COM CL A2,588$57.5 萬0.2%歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C14,039$55.4 萬0.2%歷史
KRNTKornit Digital Ltd.SHS36,464$53.4 萬0.2%歷史
CUBICustomers Bancorp, Inc.COM10,737$51.5 萬0.2%歷史
HFWAHeritage Financial CorpCOM28,218$50.9 萬0.2%歷史
SBLKStar Bulk Carriers Corp.SHS PAR20,770$50.6 萬0.2%歷史
OCOwens CorningStock2,899$50.4 萬0.2%歷史
ESGREnstar Group LTDSHS1,631$49.9 萬0.2%歷史
CENXCentury Aluminum CoCOM28,912$48.4 萬0.2%歷史
LYFTLyft, Inc.CL A COM34,320$48.4 萬0.2%歷史
CNMDCONMED CorpCOM6,515$45.2 萬0.2%歷史
HPQHP IncStock12,750$44.7 萬0.2%歷史
BRBRBellring Brands, Inc.Stock7,631$43.6 萬0.2%歷史
AONAon plcCL A1,426$41.9 萬0.2%歷史
GFSGLOBALFOUNDRIES Inc.Stock8,199$41.5 萬0.2%歷史
WDCWestern Digital CorpCOM5,408$41.0 萬0.1%歷史
CRGYCrescent Energy CoCL A COM34,243$40.6 萬0.1%歷史
AMEAmetek IncCOM2,425$40.4 萬0.1%歷史
CARRCarrier Global CorpStock6,234$39.3 萬0.1%歷史
CBUCommunity Financial System, Inc.COM8,238$38.9 萬0.1%歷史
CSGSCSG Systems International IncCOM9,399$38.7 萬0.1%歷史
BF.BBrown Forman CorpStock8,825$38.1 萬0.1%歷史
DKDelek US Holdings, Inc.COM15,125$37.4 萬0.1%歷史
NVSTEnvista Holdings CorpCOM21,415$35.6 萬0.1%歷史
AVDAmerican Vanguard CorpCOM41,185$35.4 萬0.1%歷史
TPGTPG Inc.COM CL A8,481$35.2 萬0.1%歷史
BIOBio-Rad Laboratories, Inc.CL A1,275$34.8 萬0.1%歷史
KNFKnife River CorpStock4,855$34.1 萬0.1%歷史
KEYKeycorpCOM22,503$32.0 萬0.1%歷史
GESGuess IncCOM15,427$31.5 萬0.1%歷史
SYBTStock Yards Bancorp, Inc.COM6,192$30.8 萬0.1%歷史
WEXWEX Inc.COM1,673$29.6 萬0.1%歷史
DHIHorton D R IncCOM2,068$29.1 萬0.1%歷史
AZEKAZEK Co Inc.CL A6,869$28.9 萬0.1%歷史
SASRSandy Spring Bancorp IncCOM11,827$28.8 萬0.1%歷史
CEVACeva IncCOM14,624$28.2 萬0.1%歷史
UFCSUnited Fire Group IncCOM12,844$27.6 萬0.1%歷史
OVVOvintiv Inc.COM5,883$27.6 萬0.1%歷史
GEGeneral Electric CoStock1,728$27.5 萬0.1%歷史
JBIJanus International Group, Inc.COMMON STOCK20,483$25.9 萬0.1%歷史
OMCLOmnicell, Inc.COM9,549$25.8 萬0.1%歷史
ARWArrow Electronics, Inc.COM1,992$24.1 萬0.1%歷史
TDOCTeladoc Health, Inc.COM24,133$23.6 萬0.1%歷史
ALLYAlly Financial Inc.Stock5,869$23.3 萬0.1%歷史
MSMorgan StanleyStock2,389$23.2 萬0.1%歷史
SITESiteOne Landscape Supply, Inc.COM1,910$23.2 萬0.1%歷史
SWKStanley Black & Decker, Inc.COM2,894$23.1 萬0.1%歷史
NXHNeighborhood Intelligence, Inc.COM17,643$23.1 萬0.1%歷史
MPWRMonolithic Power Systems, Inc.COM271$22.3 萬0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM5,079$21.4 萬0.1%歷史
HPHelmerich & Payne, Inc.COM5,798$21.0 萬0.1%歷史
HRMYHarmony Biosciences Holdings, Inc.COM6,867$20.7 萬0.1%歷史
FULFuller H B CoStock2,673$20.6 萬0.1%歷史
INDBIndependent Bank CorpCOM4,010$20.3 萬0.1%歷史
BRCCBRC Inc.COM CL A30,801$18.9 萬0.1%歷史
ATSGAir Transport Services Group, Inc.COM13,480$18.7 萬0.1%歷史
HAFNHafnia LtdORD SHS22,105$18.5 萬0.1%歷史
PERIPerion Network Ltd.SHS NEW20,460$17.1 萬0.1%歷史