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Numerai GP LLC

SEC CIK
0001668527
最新申報
2026/8/14

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/14 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
389
較 2024 年第 3 季 +44
總值
$3.65 億
較 2024 年第 3 季 −$1,003 萬 (−2.7%)
申報日
2025/2/14
SEC
Numerai GP LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
GIBCgi IncCL A53,650$586.5 萬1.6%+39,688+284.3%加碼歷史
ANETArista Networks, Inc.Stock44,736$494.5 萬1.4%−10,720−19.3%減碼依 4 比 1 拆股換算歷史
EGEverest Group, Ltd.COM13,619$493.6 萬1.4%+13,619新進歷史
ATATAtour Lifestyle Holdings LtdSPONSORED ADS168,446$453.0 萬1.2%−68,018−28.8%減碼歷史
DASHDoorDash, Inc.Stock25,414$426.3 萬1.2%+12,970+104.2%加碼歷史
GRNDGrindr Inc.COM233,710$416.9 萬1.1%−113,788−32.7%減碼歷史
CPRTCopart IncCOM64,232$368.6 萬1.0%+64,232新進歷史
STNStantec IncCOM42,340$332.2 萬0.9%+19,726+87.2%加碼歷史
HWCHancock Whitney CorpCOM59,820$327.3 萬0.9%+59,820新進歷史
MOVMovado Group IncCOM161,889$318.6 萬0.9%+161,889新進歷史
ASCArdmore Shipping CorpCOM256,128$311.2 萬0.9%+181,100+241.4%加碼歷史
ICEIntercontinental Exchange, Inc.Stock20,357$303.3 萬0.8%+20,357新進歷史
GDGeneral Dynamics CorpStock11,494$302.9 萬0.8%+11,494新進歷史
FTVFortive CorpStock39,242$294.3 萬0.8%−122−0.3%減碼歷史
TSLATesla, Inc.Stock7,118$287.5 萬0.8%+7,118新進歷史
IDXXIDEXX Laboratories IncCOM6,821$282.0 萬0.8%+6,821新進歷史
SESea LtdSPONSORD ADS26,315$279.2 萬0.8%+1,386+5.6%加碼歷史
AXONAxon Enterprise, Inc.COM4,555$270.7 萬0.7%−2,327−33.8%減碼歷史
SNOWSnowflake Inc.Stock17,286$266.9 萬0.7%−20,650−54.4%減碼歷史
ONONOn Holding AGStock48,069$263.3 萬0.7%−33,261−40.9%減碼歷史
VSHVishay Intertechnology IncCOM153,162$259.5 萬0.7%+153,162新進歷史
NTRNutrien Ltd.COM57,421$257.0 萬0.7%+1,035+1.8%加碼歷史
UALUnited Airlines Holdings, Inc.COM26,389$256.2 萬0.7%+9,162+53.2%加碼歷史
RBLXRoblox CorpStock43,932$254.2 萬0.7%+6,725+18.1%加碼歷史
AZOAutoZone IncCOM791$253.3 萬0.7%−391−33.1%減碼歷史
LKQLKQ CorpCOM68,757$252.7 萬0.7%+54,182+371.7%加碼歷史
ALABAstera Labs, Inc.Stock19,020$251.9 萬0.7%+19,020新進歷史
TMETencent Music Entertainment GroupSPON ADS219,420$249.0 萬0.7%−36,266−14.2%減碼歷史
BRBRBellring Brands, Inc.Stock33,018$248.8 萬0.7%+33,018新進歷史
TDToronto Dominion BankStock45,329$241.3 萬0.7%+37,834+504.8%加碼歷史
ADBEAdobe Inc.Stock5,301$235.7 萬0.6%+5,301新進歷史
TXRHTexas Roadhouse, Inc.COM12,895$232.7 萬0.6%+9,933+335.3%加碼歷史
PTONPeloton Interactive, Inc.CL A COM266,113$231.5 萬0.6%+86,973+48.6%加碼歷史
USNAUsana Health Sciences IncCOM64,254$230.6 萬0.6%−3,478−5.1%減碼歷史
BBYBest Buy Co IncStock26,551$227.8 萬0.6%+26,551新進歷史
TXG10x Genomics, Inc.CL A COM157,792$226.6 萬0.6%+63,176+66.8%加碼歷史
TNKTeekay Tankers Ltd.CL A56,447$224.6 萬0.6%+56,447新進歷史
PGNYProgyny, Inc.COM129,883$224.0 萬0.6%+70,191+117.6%加碼歷史
TKRTimken CoCOM31,084$221.8 萬0.6%+31,084新進歷史
DLBDolby Laboratories, Inc.COM CL A28,326$221.2 萬0.6%+1,673+6.3%加碼歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS85,571$220.2 萬0.6%+85,571新進歷史
MRKMerck & Co., Inc.Stock21,542$214.3 萬0.6%+21,542新進歷史
CGNXCognex CorpCOM59,465$213.2 萬0.6%+51,399+637.2%加碼歷史
JBLJabil IncStock14,635$210.6 萬0.6%−21,996−60.0%減碼歷史
CAVACava Group, Inc.COM18,306$206.5 萬0.6%+1,146+6.7%加碼歷史
CLHClean Harbors IncCOM8,847$203.6 萬0.6%+6,545+284.3%加碼歷史
DHRDanaher CorpStock8,640$198.3 萬0.5%+8,640新進歷史
CXMSprinklr, Inc.CL A229,526$193.9 萬0.5%−51,215−18.2%減碼歷史
ADTNADTRAN Holdings, Inc.COM230,773$192.2 萬0.5%+21,859+10.5%加碼歷史
PRCTPROCEPT BioRobotics CorpCOM23,845$192.0 萬0.5%−32,921−58.0%減碼歷史
AOSSmith A O CorpCOM27,671$188.7 萬0.5%+27,671新進歷史
FTNTFortinet, Inc.Stock19,875$187.8 萬0.5%−608−3.0%減碼歷史
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS171,536$185.6 萬0.5%+171,536新進歷史
CDWCDW CorpCOM10,600$184.5 萬0.5%+10,600新進歷史
HUMHumana IncStock7,145$181.3 萬0.5%+2,059+40.5%加碼歷史
FRPTFreshpet, Inc.Stock12,150$180.0 萬0.5%−7,085−36.8%減碼歷史
CARTMaplebear Inc.COM43,079$178.4 萬0.5%+14,611+51.3%加碼歷史
MTDMettler Toledo International IncCOM1,442$176.5 萬0.5%+1,268+728.7%加碼歷史
BOXBox IncCL A55,036$173.9 萬0.5%+34,730+171.0%加碼歷史
MGPIMGP Ingredients IncCOM43,977$173.1 萬0.5%+43,977新進歷史
LZLegalzoom.com, Inc.COM224,448$168.6 萬0.5%−165,709−42.5%減碼歷史
ACLSAxcelis Technologies IncStock23,765$166.0 萬0.5%+23,765新進歷史
TXTTextron IncCOM21,537$164.7 萬0.5%+21,537新進歷史
AXAxos Financial, Inc.COM23,414$163.5 萬0.4%−2,816−10.7%減碼歷史
WEXWEX Inc.COM9,288$162.8 萬0.4%+9,288新進歷史
POWIPower Integrations IncCOM26,230$161.8 萬0.4%+6,364+32.0%加碼歷史
MLMMartin Marietta Materials IncCOM3,102$160.2 萬0.4%+2,718+707.8%加碼歷史
CNICanadian National Railway CoStock15,717$159.5 萬0.4%+6,358+67.9%加碼歷史
CRLCharles River Laboratories International, Inc.COM8,612$159.0 萬0.4%+8,612新進歷史
HXLHexcel CorpCOM25,293$158.6 萬0.4%+8,094+47.1%加碼歷史
ENPHEnphase Energy, Inc.Stock23,077$158.5 萬0.4%+23,077新進歷史
RSReliance, Inc.COM5,884$158.4 萬0.4%+5,062+615.8%加碼歷史
CRKComstock Resources IncCOM86,829$158.2 萬0.4%+86,829新進歷史
TBITrueBlue, Inc.COM185,290$155.6 萬0.4%−48,514−20.7%減碼歷史
ASTEAstec Industries IncCOM45,772$153.8 萬0.4%−34,512−43.0%減碼歷史
APGAPi Group CorpCOM STK42,589$153.2 萬0.4%−3,753−8.1%減碼歷史
DECKDeckers Outdoor CorpCOM7,444$151.2 萬0.4%+40+0.5%加碼歷史
GICGlobal Industrial CoCOM60,741$150.6 萬0.4%+60,741新進歷史
GNWGenworth Financial IncCOM SHS210,402$147.1 萬0.4%+210,402新進歷史
SPSCSPS Commerce IncCOM7,924$145.8 萬0.4%+6,573+486.5%加碼歷史
DGDollar General CorpCOM19,003$144.1 萬0.4%+7,061+59.1%加碼歷史
MXLMaxlinear, IncCOM72,497$143.4 萬0.4%−93,586−56.3%減碼歷史
CSWCSW Industrials, Inc.COM4,023$141.9 萬0.4%+4,023新進歷史
BRKRBruker CorpCOM24,129$141.4 萬0.4%−6,751−21.9%減碼歷史
BANCBanc of California, Inc.COM89,942$139.1 萬0.4%+17,565+24.3%加碼歷史
SSDSimpson Manufacturing Co., Inc.COM8,204$136.0 萬0.4%+8,204新進歷史
NPKNational Presto Industries IncCOM13,744$135.3 萬0.4%+903+7.0%加碼歷史
STSensata Technologies Holding plcSHS48,945$134.1 萬0.4%+48,945新進歷史
SPOTSpotify Technology S.A.Stock2,995$134.0 萬0.4%+638+27.1%加碼歷史
VETVermilion Energy Inc.COM139,606$131.2 萬0.4%+139,606新進歷史
RGPResources Connection, Inc.COM152,272$129.9 萬0.4%+152,272新進歷史
UFPTUfp Technologies IncCOM5,196$127.0 萬0.3%+5,196新進歷史
LFUSLittelfuse IncCOM5,338$125.8 萬0.3%+5,338新進歷史
GPGIGPGI, Inc.COM CL A80,847$123.9 萬0.3%−212,448−72.4%減碼歷史
ZTSZoetis Inc.Stock7,513$122.4 萬0.3%+7,513新進歷史
REAXReal REMAX Group Inc.COM NEW265,996$122.4 萬0.3%−240,424−47.5%減碼歷史
OBKOrigin Bancorp, Inc.COM36,679$122.1 萬0.3%+36,679新進歷史
MEIMethode Electronics IncCOM103,282$121.8 萬0.3%−101,127−49.5%減碼歷史
HCSGHealthcare Services Group IncCOM104,042$120.8 萬0.3%−36,062−25.7%減碼歷史
RYANRyan Specialty Holdings, Inc.CL A18,739$120.2 萬0.3%−9,759−34.2%減碼歷史

2024 年第 3 季之後清倉(121 檔)

2024 年第 3 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 121 檔。

Numerai GP LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
MYRGMyr Group Inc.COM59,302$606.2 萬1.6%歷史
PIImpinj IncCOM22,637$490.1 萬1.3%歷史
PCARPaccar IncCOM44,643$440.5 萬1.2%歷史
IEXIdex CorpCOM19,342$414.9 萬1.1%歷史
ELEstee Lauder Companies IncCL A39,221$391.0 萬1.0%歷史
SGSweetgreen, Inc.COM CL A91,525$324.5 萬0.9%歷史
PFGCPerformance Food Group CoCOM41,333$323.9 萬0.9%歷史
IPGPIpg Photonics CorpCOM42,822$318.3 萬0.8%歷史
EMREmerson Electric CoStock28,407$310.7 萬0.8%歷史
COMPCompass, Inc.CL A461,855$282.2 萬0.8%歷史
IRDMIridium Communications Inc.COM67,679$206.1 萬0.5%歷史
YOUClear Secure, Inc.COM CL A62,054$205.6 萬0.5%歷史
SMCISuper Micro Computer, Inc.COM4,340$180.7 萬0.5%歷史
EVEREverQuote, Inc.COM CL A78,868$166.3 萬0.4%歷史
VITLVital Farms, Inc.COM47,290$165.8 萬0.4%歷史
AAAlcoa CorpStock41,688$160.8 萬0.4%歷史
NUENucor CorpCOM10,690$160.7 萬0.4%歷史
ESTCElastic N.V.ORD SHS16,238$124.6 萬0.3%歷史
RSIRush Street Interactive, Inc.COM107,148$116.3 萬0.3%歷史
ZUOZuora IncCOM CL A125,924$108.5 萬0.3%歷史
DISWalt Disney CoStock11,227$108.0 萬0.3%歷史
ZETAZeta Global Holdings Corp.CL A34,415$102.7 萬0.3%歷史
GDDYGoDaddy Inc.CL A6,486$101.7 萬0.3%歷史
FORRForrester Research, Inc.COM55,593$100.1 萬0.3%歷史
TGITriumph Group IncCOM77,558$100.0 萬0.3%歷史
PVHPVH Corp.COM9,821$99.0 萬0.3%歷史
SEZLSezzle Inc.COM5,542$94.5 萬0.3%歷史
GPREGreen Plains Inc.COM69,460$94.0 萬0.3%歷史
PARRPar Pacific Holdings, Inc.COM NEW51,909$91.4 萬0.2%歷史
IPGInterpublic Group of Companies, Inc.COM28,797$91.1 萬0.2%歷史
BMOBank of MontrealCOM10,041$90.6 萬0.2%歷史
COHUCohu IncCOM35,141$90.3 萬0.2%歷史
PSFEPaysafe LtdSHS38,398$86.1 萬0.2%歷史
TMDXTransMedics Group, Inc.COM5,411$85.0 萬0.2%歷史
TDYTeledyne Technologies IncCOM1,936$84.7 萬0.2%歷史
DXCMDexcom IncCOM12,548$84.1 萬0.2%歷史
KRKroger CoStock13,735$78.7 萬0.2%歷史
BMYBristol Myers Squibb CoStock14,884$77.0 萬0.2%歷史
SLBSLB LimitedStock18,290$76.7 萬0.2%歷史
MBUUMalibu Boats, Inc.COM CL A18,326$71.1 萬0.2%歷史
EOLSEvolus, Inc.COM43,698$70.8 萬0.2%歷史
MUSAMurphy USA Inc.COM1,433$70.6 萬0.2%歷史
HROWHarrow, Inc.COM15,671$70.5 萬0.2%歷史
WEAVWeave Communications, Inc.Stock53,382$68.3 萬0.2%歷史
DVDoubleVerify Holdings, Inc.COM39,203$66.0 萬0.2%歷史
VRTVertiv Holdings CoCOM CL A6,538$65.0 萬0.2%歷史
ASPNAspen Aerogels IncCOM23,333$64.6 萬0.2%歷史
TXTernium S.A.SPONSORED ADS17,415$64.3 萬0.2%歷史
BZHBeazer Homes USA IncCOM NEW18,697$63.9 萬0.2%歷史
NTGRNetgear, Inc.COM31,442$63.1 萬0.2%歷史
FNVFranco Nevada CorpStock4,673$58.1 萬0.2%歷史
TCMDTactile Systems Technology IncCOM39,200$57.3 萬0.2%歷史
CHDNChurchill Downs IncCOM4,221$57.1 萬0.2%歷史
ATSATS CorpCOM19,611$57.0 萬0.2%歷史
VSATViasat IncCOM46,563$55.6 萬0.1%歷史
GTLBGitlab Inc.CLASS A COM10,721$55.3 萬0.1%歷史
SBHSally Beauty Holdings, Inc.COM39,009$52.9 萬0.1%歷史
PYCRPaycor HCM, Inc.COM36,072$51.2 萬0.1%歷史
RVLVRevolve Group, Inc.CL A20,090$49.8 萬0.1%歷史
CRSRCorsair Gaming, Inc.COM69,830$48.6 萬0.1%歷史
MUMicron Technology IncStock4,505$46.7 萬0.1%歷史
PAYCPaycom Software, Inc.Stock2,789$46.5 萬0.1%歷史
APPNAppian CorpCL A13,384$45.7 萬0.1%歷史
CNOCNO Financial Group, Inc.COM12,752$44.8 萬0.1%歷史
KLICKulicke & Soffa Industries IncCOM9,802$44.2 萬0.1%歷史
HCIHCI Group, Inc.COM4,087$43.8 萬0.1%歷史
TROWPrice T Rowe Group IncStock3,998$43.6 萬0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES25,857$43.5 萬0.1%歷史
FAROFaro Technologies IncCOM22,699$43.4 萬0.1%歷史
DFHDream Finders Homes, Inc.COM CL A11,609$42.0 萬0.1%歷史
ACTEnact Holdings, Inc.COM11,516$41.8 萬0.1%歷史
SSRMSSR Mining Inc.Stock71,337$40.5 萬0.1%歷史
SCHWSchwab Charles CorpStock6,232$40.4 萬0.1%歷史
HIHillenbrand, Inc.COM14,451$40.2 萬0.1%歷史
FASTFastenal CoStock5,264$37.6 萬0.1%歷史
DDOGDatadog, Inc.CL A COM3,197$36.8 萬0.1%歷史
TKOTKO Group Holdings, Inc.CL A2,927$36.2 萬0.1%歷史
CGAUCenterra Gold Inc.COM50,165$35.9 萬0.1%歷史
OSPNOneSpan Inc.COM20,744$34.6 萬0.1%歷史
CDECoeur Mining, Inc.COM NEW50,181$34.5 萬0.1%歷史
BENFranklin Templeton IncCOM17,011$34.3 萬0.1%歷史
GSLGlobal Ship Lease, Inc.COM CL A12,535$33.4 萬0.1%歷史
TALTAL Education GroupSPONSORED ADS27,699$32.8 萬0.1%歷史
EBFEnnis, Inc.COM13,450$32.7 萬0.1%歷史
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A13,030$32.3 萬0.1%歷史
CRMTAmericas Carmart IncCOM7,593$31.8 萬0.1%歷史
NKENIKE, Inc.Stock3,577$31.6 萬0.1%歷史
BASECouchbase, Inc.COM19,465$31.4 萬0.1%歷史
FIVNFive9, Inc.COM10,614$30.5 萬0.1%歷史
ATROAstronics CorpCOM15,450$30.1 萬0.1%歷史
AMRCAmeresco, Inc.CL A7,882$29.9 萬0.1%歷史
BNSBank of Nova ScotiaCOM5,403$29.4 萬0.1%歷史
FIXComfort Systems USA IncCOM735$28.7 萬0.1%歷史
GMGeneral Motors CoCOM6,347$28.5 萬0.1%歷史
MLNKMeridianLink, Inc.COMMON STOCK13,717$28.2 萬0.1%歷史
CHEFChefs' Warehouse, Inc.COM6,698$28.1 萬0.1%歷史
SNASnap-on IncCOM933$27.0 萬0.1%歷史
PPCPilgrims Pride CorpStock5,678$26.1 萬0.1%歷史
Cyberark Software LtdM2682V108SHS863$25.2 萬0.1%–
BRZEBraze, Inc.Stock7,619$24.6 萬0.1%歷史