Engine No. 1 LLC
- SEC CIK
- 0001835549
- 最新申報
- 2025/11/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 307
- 較 2021 年第 3 季 +81
- 總值
- $4.84 億
- 較 2021 年第 3 季 +$9,477 萬 (+24.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PCGPG&E Corp | Stock | 10,332 | $12.5 萬 | <0.1% | +10,332 | 新進 | 歷史 |
| AMCRAmcor plc | ORD | 10,481 | $12.6 萬 | <0.1% | +10,481 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 10,967 | $20.0 萬 | <0.1% | +2,521+29.8% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 2,950 | $20.0 萬 | <0.1% | +2,950 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 308 | $20.3 萬 | <0.1% | +308 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 853 | $20.3 萬 | <0.1% | +853 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 4,681 | $20.4 萬 | <0.1% | +4,681 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,349 | $20.5 萬 | <0.1% | −61,360−97.8% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 2,419 | $20.6 萬 | <0.1% | +2,419 | 新進 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 656 | $20.6 萬 | <0.1% | +656 | 新進 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 917 | $20.8 萬 | <0.1% | +917 | 新進 | 歷史 |
| KRKroger Co | Stock | 4,628 | $20.9 萬 | <0.1% | +4,628 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 2,796 | $21.0 萬 | <0.1% | +2,796 | 新進 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,159 | $21.0 萬 | <0.1% | +2,159 | 新進 | 歷史 |
| PCARPaccar Inc | COM | 2,377 | $21.0 萬 | <0.1% | +2,377 | 新進 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,116 | $21.0 萬 | <0.1% | +1,116 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 5,126 | $21.1 萬 | <0.1% | +5,126 | 新進 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 2,333 | $21.1 萬 | <0.1% | +2,333 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 13,349 | $21.2 萬 | <0.1% | +2,851+27.2% | 加碼 | 歷史 |
| BALLBALL Corp | COM | 2,215 | $21.3 萬 | <0.1% | +2,215 | 新進 | 歷史 |
| ESEversource Energy | Stock | 2,355 | $21.4 萬 | <0.1% | +2,355 | 新進 | 歷史 |
| CMICummins Inc | Stock | 980 | $21.4 萬 | <0.1% | +980 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,702 | $21.4 萬 | <0.1% | +2,702 | 新進 | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 964 | $21.5 萬 | <0.1% | +964 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,313 | $21.6 萬 | <0.1% | +8,313 | 新進 | 歷史 |
| LENLennar Corp | CL A | 1,859 | $21.6 萬 | <0.1% | +1,859 | 新進 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,540 | $21.6 萬 | <0.1% | +1,540 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 2,999 | $21.7 萬 | <0.1% | +2,999 | 新進 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 365 | $21.7 萬 | <0.1% | +365 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 1,459 | $22.1 萬 | <0.1% | +1,459 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,534 | $22.1 萬 | <0.1% | +1,534 | 新進 | 歷史 |
| NUENucor Corp | COM | 1,957 | $22.3 萬 | <0.1% | +1,957 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,010 | $22.6 萬 | <0.1% | +1,010 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 358 | $22.8 萬 | <0.1% | +358 | 新進 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 639 | $22.9 萬 | <0.1% | +639 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 1,963 | $23.1 萬 | <0.1% | +368+23.1% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 765 | $23.1 萬 | <0.1% | +765 | 新進 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,462 | $23.1 萬 | <0.1% | +3,462 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 2,006 | $23.2 萬 | <0.1% | +2,006 | 新進 | 歷史 |
| STTState Street Corp | COM | 2,502 | $23.3 萬 | <0.1% | +2,502 | 新進 | 歷史 |
| AMEAmetek Inc | COM | 1,583 | $23.3 萬 | <0.1% | +1,583 | 新進 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,243 | $23.5 萬 | <0.1% | +1,243 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 4,990 | $23.6 萬 | <0.1% | +4,990 | 新進 | 歷史 |
| TWTRTwitter, Inc. | COM | 5,470 | $23.6 萬 | <0.1% | +1,179+27.5% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 507 | $23.8 萬 | <0.1% | +507 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 452 | $23.9 萬 | <0.1% | +452 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 597 | $23.9 萬 | <0.1% | +597 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 1,006 | $24.1 萬 | <0.1% | +203+25.3% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,420 | $24.1 萬 | <0.1% | +1,420 | 新進 | 歷史 |
| AVBAvalonbay Communities Inc | COM | 956 | $24.1 萬 | <0.1% | +956 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 949 | $24.2 萬 | 0.1% | +198+26.4% | 加碼 | 歷史 |
| DHIHorton D R Inc | COM | 2,230 | $24.2 萬 | 0.1% | +2,230 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 4,168 | $24.3 萬 | 0.1% | +4,168 | 新進 | 歷史 |
| EFXEquifax Inc | COM | 836 | $24.5 萬 | 0.1% | +836 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,874 | $24.6 萬 | 0.1% | +1,874 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,572 | $24.7 萬 | 0.1% | +2,572 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 3,684 | $24.9 萬 | 0.1% | +3,684 | 新進 | 歷史 |
| CBRECbre Group, Inc. | CL A | 2,291 | $24.9 萬 | 0.1% | +2,291 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 3,935 | $25.2 萬 | 0.1% | +3,935 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,103 | $25.2 萬 | 0.1% | +1,103 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,907 | $25.3 萬 | 0.1% | +2,907 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 1,936 | $25.5 萬 | 0.1% | +395+25.6% | 加碼 | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 1,236 | $25.5 萬 | 0.1% | +1,236 | 新進 | – |
| WELLWelltower Inc. | REIT | 2,980 | $25.6 萬 | 0.1% | +2,980 | 新進 | 歷史 |
| MTCHMatch Group, Inc. | COM | 1,937 | $25.6 萬 | 0.1% | +455+30.7% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 4,915 | $25.6 萬 | 0.1% | +4,915 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 3,827 | $25.9 萬 | 0.1% | +3,827 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 1,044 | $26.0 萬 | 0.1% | +1,044 | 新進 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,261 | $26.0 萬 | 0.1% | +1,261 | 新進 | 歷史 |
| RMDResmed Inc | COM | 997 | $26.0 萬 | 0.1% | +211+26.8% | 加碼 | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 389 | $26.0 萬 | 0.1% | +389 | 新進 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 1,740 | $26.2 萬 | 0.1% | +1,740 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,684 | $26.3 萬 | 0.1% | +333+24.6% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 601 | $26.6 萬 | 0.1% | +601 | 新進 | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,984 | $26.8 萬 | 0.1% | +399+25.2% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 158 | $26.8 萬 | 0.1% | +158 | 新進 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,213 | $27.0 萬 | 0.1% | +776+22.6% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,983 | $27.3 萬 | 0.1% | +2,983 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,482 | $27.3 萬 | 0.1% | +313+26.8% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 402 | $27.3 萬 | 0.1% | +77+23.7% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 3,508 | $27.6 萬 | 0.1% | +745+27.0% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 793 | $27.7 萬 | 0.1% | +793 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 3,871 | $27.7 萬 | 0.1% | +3,871 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,433 | $27.8 萬 | 0.1% | +499+25.8% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,008 | $27.9 萬 | 0.1% | +2,008 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 4,147 | $27.9 萬 | 0.1% | +4,147 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,585 | $28.0 萬 | 0.1% | +509+24.5% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 1,624 | $28.0 萬 | 0.1% | +1,624 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 882 | $28.1 萬 | 0.1% | +157+21.7% | 加碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,125 | $28.2 萬 | 0.1% | +1,125 | 新進 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,552 | $28.2 萬 | 0.1% | +332+27.2% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 4,284 | $28.5 萬 | 0.1% | +790+22.6% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,343 | $28.6 萬 | 0.1% | +269+25.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 9,596 | $28.7 萬 | 0.1% | +2,071+27.5% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 5,062 | $28.7 萬 | 0.1% | +1,043+26.0% | 加碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,547 | $28.7 萬 | 0.1% | +3,547 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,410 | $28.9 萬 | 0.1% | +343+32.1% | 加碼 | 歷史 |
| SRESempra | Stock | 2,186 | $28.9 萬 | 0.1% | +456+26.4% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 745 | $29.0 萬 | 0.1% | +745 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 3,426 | $29.4 萬 | 0.1% | +741+27.6% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（1 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。