Havemeyer Place LP
- SEC CIK
- 0002026128
- 最新申報
- 2026/8/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位。
- 持股檔數
- 504
- 2025 年第 3 季沒有申報
- 總值
- $5.07 億
- 2025 年第 3 季沒有申報
Havemeyer Place LP 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| LENLennar Corp | CL A | 83,309 | $856.4 萬 | 1.7% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 48,081 | $736.6 萬 | 1.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 11,931 | $577.1 萬 | 1.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 43,625 | $525.0 萬 | 1.0% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 16,984 | $436.5 萬 | 0.9% | – | – | 歷史 |
| BABoeing Co | Stock | 19,883 | $431.7 萬 | 0.9% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 26,086 | $418.4 萬 | 0.8% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 36,796 | $416.2 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 35,768 | $406.9 萬 | 0.8% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 77,001 | $391.1 萬 | 0.8% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 55,672 | $373.9 萬 | 0.7% | – | – | 歷史 |
| SLBSLB Limited | Stock | 96,433 | $370.1 萬 | 0.7% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,092 | $367.5 萬 | 0.7% | – | – | 歷史 |
| COHRCoherent Corp. | COM | 19,457 | $359.1 萬 | 0.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 18,850 | $351.6 萬 | 0.7% | – | – | 歷史 |
| CPNGCoupang, Inc. | CL A | 147,597 | $348.2 萬 | 0.7% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 136,361 | $327.5 萬 | 0.6% | – | – | 歷史 |
| EFXEquifax Inc | COM | 14,668 | $318.3 萬 | 0.6% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 15,659 | $318.2 萬 | 0.6% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 24,660 | $314.4 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,577 | $302.1 萬 | 0.6% | – | – | 歷史 |
| PTCPTC Inc. | Stock | 17,108 | $298.0 萬 | 0.6% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 12,704 | $297.1 萬 | 0.6% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 455,225 | $294.5 萬 | 0.6% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 29,426 | $280.6 萬 | 0.6% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 20,422 | $277.9 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 32,603 | $274.5 萬 | 0.5% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 5,792 | $272.1 萬 | 0.5% | – | – | 歷史 |
| JJacobs Solutions Inc. | COM | 20,103 | $266.3 萬 | 0.5% | – | – | 歷史 |
| GLWCorning Inc | COM | 30,191 | $264.4 萬 | 0.5% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 25,249 | $259.8 萬 | 0.5% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM SHS | 8,542 | $257.1 萬 | 0.5% | – | – | 歷史 |
| TELTE Connectivity plc | Stock | 11,290 | $256.9 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 7,310 | $255.8 萬 | 0.5% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 50,223 | $255.5 萬 | 0.5% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,875 | $254.8 萬 | 0.5% | – | – | 歷史 |
| CCitigroup Inc | Stock | 21,706 | $253.3 萬 | 0.5% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 81,774 | $249.7 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,331 | $249.5 萬 | 0.5% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 7,204 | $243.3 萬 | 0.5% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM | 29,634 | $242.9 萬 | 0.5% | – | – | 歷史 |
| CLSCelestica Inc | Stock | 8,210 | $242.7 萬 | 0.5% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 3,510 | $237.5 萬 | 0.5% | – | – | 歷史 |
| SAPSAP SE | ADR | 9,714 | $236.0 萬 | 0.5% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 28,636 | $232.9 萬 | 0.5% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 27,784 | $227.0 萬 | 0.4% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 17,459 | $222.9 萬 | 0.4% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 25,982 | $222.3 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 14,393 | $221.9 萬 | 0.4% | – | – | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 4,493 | $218.9 萬 | 0.4% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 8,678 | $217.7 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 19,313 | $215.2 萬 | 0.4% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 56,470 | $214.4 萬 | 0.4% | – | – | 歷史 |
| ESEversource Energy | Stock | 31,668 | $213.2 萬 | 0.4% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 103,278 | $210.8 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 10,134 | $209.7 萬 | 0.4% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 12,238 | $208.6 萬 | 0.4% | – | – | 歷史 |
| LVSLas Vegas Sands Corp | COM | 31,932 | $207.8 萬 | 0.4% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 25,643 | $207.8 萬 | 0.4% | – | – | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 10,335 | $205.4 萬 | 0.4% | – | – | 歷史 |
| CPRTCopart Inc | COM | 52,205 | $204.4 萬 | 0.4% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 5,093 | $204.4 萬 | 0.4% | – | – | 歷史 |
| CNCCentene Corp | Stock | 49,194 | $202.4 萬 | 0.4% | – | – | 歷史 |
| TTCToro Co | COM | 25,704 | $202.3 萬 | 0.4% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 12,424 | $202.3 萬 | 0.4% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 15,744 | $201.2 萬 | 0.4% | – | – | 歷史 |
| NIONIO Inc. | ADR | 389,142 | $198.5 萬 | 0.4% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 1,486 | $197.6 萬 | 0.4% | – | – | 歷史 |
| LRNStride, Inc. | COM | 30,428 | $197.6 萬 | 0.4% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 16,398 | $197.3 萬 | 0.4% | – | – | 歷史 |
| GHGuardant Health, Inc. | COM | 18,838 | $192.4 萬 | 0.4% | – | – | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 61,278 | $191.2 萬 | 0.4% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 28,732 | $191.0 萬 | 0.4% | – | – | 歷史 |
| SYKStryker Corp | Stock | 5,409 | $190.1 萬 | 0.4% | – | – | 歷史 |
| NUENucor Corp | COM | 11,631 | $189.7 萬 | 0.4% | – | – | 歷史 |
| KBHKB Home | COM | 33,255 | $187.6 萬 | 0.4% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 14,518 | $187.3 萬 | 0.4% | – | – | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 239,301 | $185.9 萬 | 0.4% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 15,575 | $180.8 萬 | 0.4% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 74,215 | $175.9 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 10,117 | $175.5 萬 | 0.3% | – | – | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 29,329 | $174.3 萬 | 0.3% | – | – | 歷史 |
| CLXClorox Co | Stock | 17,145 | $172.9 萬 | 0.3% | – | – | 歷史 |
| CRBGCorebridge Financial, Inc. | COM | 56,470 | $170.4 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 127,736 | $167.6 萬 | 0.3% | – | – | 歷史 |
| SNXTD Synnex Corp | COM | 11,118 | $167.0 萬 | 0.3% | – | – | 歷史 |
| TRGPTarga Resources Corp. | COM | 8,987 | $165.8 萬 | 0.3% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 24,611 | $164.7 萬 | 0.3% | – | – | 歷史 |
| FTAIFTAI Aviation Ltd. | SHS | 8,345 | $164.3 萬 | 0.3% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,507 | $163.8 萬 | 0.3% | – | – | 歷史 |
| UNMUnum Group | Stock | 21,070 | $163.3 萬 | 0.3% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 4,610 | $162.9 萬 | 0.3% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 11,954 | $162.6 萬 | 0.3% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 7,185 | $161.6 萬 | 0.3% | – | – | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 98,734 | $161.4 萬 | 0.3% | – | – | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 20,138 | $160.4 萬 | 0.3% | – | – | 歷史 |
| ATIAti Inc | Stock | 13,632 | $156.4 萬 | 0.3% | – | – | 歷史 |
| XPEVXpeng Inc. | ADS | 76,108 | $154.3 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 26,359 | $153.9 萬 | 0.3% | – | – | 歷史 |
| METMetlife Inc | Stock | 19,484 | $153.8 萬 | 0.3% | – | – | 歷史 |