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BRANDES INVESTMENT PARTNERS, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BRANDES INVESTMENT PARTNERS, LP
报告期 2026-03-31 · CIK 0001015079
持仓数
186
前50大市值合计
$9.73B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 116
减持 12
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
EMBJ
EMBRAER S.A.
+$130.8M
18,484,175
+18%
增持
CX
CEMEX SAB DE CV
+$67.6M
34,964,848
+13%
减持
GD
GENERAL DYNAMICS CORP
-$54.1M
29,602
-88%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TFC
TRUIST FINL CORP
-$39.4M
432,639
-66%
增持
FDX
FEDEX CORP
+$39.1M
467,222
+20%
增持
SNY
SANOFI
+$37.4M
1,036,728
+164%
增持
—
UBS GROUP AG
+$31.4M
1,574,155
+1240%
增持
BABA
ALIBABA GROUP HLDG LTD
+$29.8M
303,573
+2097%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$28.1M
1,817,972
+1435%
增持
MU
MICRON TECHNOLOGY INC
+$28.0M
1,138,343
+40%
增持
SAP
SAP SE
+$27.2M
229,310
+1236%
增持
FISV
FISERV INC
+$25.5M
1,034,045
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$25.3M
311,551
+536%
增持
AMAT
APPLIED MATLS INC
+$24.2M
597,463
+18%
增持
CMCSA
COMCAST CORP NEW
+$24.2M
2,895,970
+18%
增持
GSK
GSK PLC
+$22.1M
641,843
+2901%
增持
—
TOTALENERGIES SE
+$21.6M
391,881
+1472%
增持
WFC
WELLS FARGO CO NEW
+$20.9M
3,689,651
+30%
增持
SHEL
SHELL PLC
+$20.9M
813,866
+79%
增持
WPP
WPP PLC NEW
+$20.1M
349,753
+2331%
减持
—
MILLICOM INTL CELLULAR S A
+$19.6M
3,301,645
-3%
增持
HCA
HCA HEALTHCARE INC
+$18.9M
316,209
+18%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.6M
1,479,603
+39%
增持
C
CITIGROUP INC
+$17.4M
2,251,323
+16%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$17.3M
2,060,972
+1124%
增持
BAC
BANK AMERICA CORP
+$17.1M
3,896,662
+37%
增持
HMC
HONDA MOTOR LTD
+$17.0M
683,207
+1361%
增持
E
ENI S P A
+$16.9M
656,096
+1191%
增持
—
AMDOCS LTD
+$16.6M
1,098,404
+12%
增持
NVS
NOVARTIS AG
+$15.8M
189,651
+919%
增持
OMF
ONEMAIN HLDGS INC
+$15.5M
1,669,899
+20%
增持
ENIC
ENEL CHILE S.A.
+$14.4M
6,274,925
+457%
增持
PHG
KONINKLIJKE PHILIPS N V
+$14.0M
842,691
+786%
增持
ABEV
AMBEV SA
+$13.7M
5,112,003
+1849%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$12.8M
980,396
+19%
增持
GOOG
ALPHABET INC
+$12.4M
303,224
+40%
增持
—
HANESBRANDS INC
+$12.2M
2,355,656
+7516%
增持
VIV
TELEFONICA BRASIL SA
+$11.9M
1,724,046
+965%
增持
CI
THE CIGNA GROUP
-$11.7M
359,800
+15%
增持
ORANY
ORANGE
+$11.5M
1,014,765
+1692%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$11.5M
190,449
+884%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$11.2M
1,429,245
+531%
增持
PAHC
PHIBRO ANIMAL HEALTH CORP
+$11.0M
1,280,299
+100%
增持
CAH
CARDINAL HEALTH INC
+$11.0M
1,360,798
+14%
增持
GRFS
GRIFOLS S A
+$10.3M
10,293,456
+33%
增持
JPM
JPMORGAN CHASE & CO
+$10.0M
443,700
+24%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$9.9M
1,790,842
+694%
增持
TXT
TEXTRON INC
+$9.6M
820,463
+20%
建仓
BP
BP PLC
+$9.5M
251,520
增持
OMC
OMNICOM GROUP INC
+$9.5M
391,911
+16%
清仓
TMHC
TAYLOR MORRISON HOME CORP
-$9.5M
0
-100%
增持
—
UNILEVER PLC
+$9.4M
200,322
+951%
增持
—
LABORATORY CORP AMER HLDGS
+$9.4M
242,006
+24%
增持
MCK
MCKESSON CORP
+$9.2M
293,276
+16%
增持
AIG
AMERICAN INTL GROUP INC
-$9.2M
1,656,173
+13%
增持
PKX
POSCO HOLDINGS INC
+$8.7M
137,299
+764%
增持
HLN
HALEON PLC
+$8.3M
1,082,842
+1723%
增持
GOOGL
ALPHABET INC
+$8.2M
330,216
+12%
增持
NTGR
NETGEAR INC
+$8.0M
2,282,916
+21%
增持
ORI
OLD REP INTL CORP
+$7.9M
1,797,271
+17%
增持
ARLO
ARLO TECHNOLOGIES INC
+$7.3M
2,394,880
+17%
增持
BCS
BARCLAYS PLC
+$7.2M
1,060,729
+1961%
增持
—
FLEX LTD
+$7.0M
1,306,242
+22%
增持
GHM
GRAHAM CORP
+$6.8M
1,135,676
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.6M
75,223
+39%
增持
SHG
SHINHAN FINANCIAL GROUP CO L
+$6.4M
264,340
+947%
增持
MOG/A
MOOG INC
+$6.4M
262,639
+15%
增持
FOX
FOX CORP
+$5.9M
757,611
+21%
增持
CVS
CVS HEALTH CORP
-$5.8M
952,918
+16%
减持
STT
STATE STR CORP
-$5.5M
701,704
-7%
增持
MHK
MOHAWK INDS INC
+$5.3M
455,837
+15%
建仓
NWG
NATWEST GROUP PLC
+$5.3M
795,606
增持
—
COPA HOLDINGS SA
+$5.2M
433,113
+4%
建仓
WRB
BERKLEY W R CORP
+$5.2M
83,516
增持
—
AEGON N V
+$5.0M
1,351,339
+774%
增持
WKC
WORLD FUEL SVCS CORP
+$4.9M
1,120,004
+29%
建仓
—
CRH PLC
+$4.6M
90,896
建仓
TM
TOYOTA MOTOR CORP
+$4.6M
32,504
增持
OTEX
OPEN TEXT CORP
+$4.6M
376,356
+12%
增持
HAL
HALLIBURTON CO
-$4.4M
3,108,366
+19%
增持
—
GATES INDL CORP PLC
+$4.3M
1,033,283
+17%
增持
CSCO
CISCO SYS INC
+$4.2M
312,625
+23%
增持
AZO
AUTOZONE INC
+$4.2M
9,636
+22%
增持
EMR
EMERSON ELEC CO
+$3.8M
727,918
+17%
增持
QRVO
QORVO INC
+$3.7M
151,611
+17%
增持
NPK
NATIONAL PRESTO INDS INC
+$3.6M
92,332
+109%
增持
INGR
INGREDION INC
+$3.5M
291,430
+9%
增持
—
DRIL-QUIP INC
+$3.5M
1,346,930
+4%
减持
L
LOEWS CORP
-$3.4M
138,487
-30%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$3.3M
178,093
+14%
增持
EGRX
EAGLE PHARMACEUTICALS INC
+$3.3M
545,050
+31%
增持
ZTO
ZTO EXPRESS CAYMAN INC
+$3.3M
1,392,170
+2%
增持
MRK
MERCK & CO INC
+$3.3M
946,061
+8%
增持
—
NATIONAL WESTN LIFE GROUP IN
-$3.2M
107,028
+3%
增持
PFE
PFIZER INC
-$3.0M
2,411,559
+22%
增持
PKE
PARK AEROSPACE CORP
+$2.9M
1,352,408
+19%
增持
FSTR
FOSTER L B CO
+$2.8M
714,135
+28%
增持
MSFT
MICROSOFT CORP
+$2.7M
27,349
+27%
增持
ORCL
ORACLE CORP
+$2.7M
100,195
+24%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.6M
619,882
+29%
增持
CTVA
CORTEVA INC
+$2.5M
214,888
+21%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$2.5M
47,345
+529%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$2.5M
198,511
+778%
减持
—
TECHNIPFMC PLC
+$2.4M
1,965,734
-2%
增持
—
EQUITY COMWLTH
+$2.4M
228,402
+147%
增持
MD
PEDIATRIX MEDICAL GROUP INC
+$2.4M
287,667
+128%
增持
ORN
ORION GROUP HLDGS INC
+$2.4M
3,561,995
+23%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
163,152
+26%
增持
CRD/A
CRAWFORD & CO
+$2.3M
302,791
+587%
建仓
UTMD
UTAH MED PRODS INC
+$2.0M
21,505
减持
HURC
HURCO CO
-$1.9M
181,023
-27%
增持
—
MICROSTRATEGY INC
+$1.7M
10,761,000
+0%
减持
EPC
EDGEWELL PERS CARE CO
+$1.5M
709,224
-4%
建仓
IMKTA
INGLES MKTS INC
+$1.4M
15,831
减持
—
AVADEL PHARMACEUTICALS PLC
+$1.4M
1,444,635
-13%
增持
—
CHINA YUCHAI INTL LTD
+$1.2M
1,517,312
+0%
建仓
TIMB
TIM S A
+$1.2M
95,653
清仓
—
CREDIT SUISSE GROUP
-$1.1M
0
-100%
增持
RBBN
RIBBON COMMUNICATIONS INC
+$1.0M
347,204
+578%
建仓
—
CREDICORP LTD
+$1.0M
7,869
增持
CVX
CHEVRON CORP NEW
-$993.0K
665,740
+9%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$933.6K
16,880
+237%
增持
—
SOLARWINDS CORP
+$931.1K
130,210
+546%
建仓
ASAIY
SENDAS DISTRIBUIDORA S A
+$921.4K
59,830
建仓
HSBC
HSBC HLDGS PLC
+$866.0K
25,374
增持
—
PREMIER INC
+$854.2K
61,893
+88%
增持
SAIC
SCIENCE APPLICATIONS INTL CO
+$852.7K
10,332
+345%
增持
NKSH
NATIONAL BANKSHARES INC VA
+$817.5K
102,472
+72%
建仓
NTES
NETEASE INC
+$799.1K
9,036
建仓
EBMT
EAGLE BANCORP MONT INC
+$777.4K
55,098
增持
—
TARO PHARMACEUTICAL INDS LTD
-$764.8K
462,356
+12%
增持
—
JOHNSON CTLS INTL PLC
+$702.4K
158,279
+15%
增持
—
STEELCASE INC
+$671.3K
94,716
+431%
增持
ARW
ARROW ELECTRS INC
+$593.1K
19,080
+12%
建仓
VBR
VANGUARD INDEX FDS
+$576.1K
3,629
建仓
HDB
HDFC BANK LTD
+$537.1K
8,056
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$506.8K
14,630
+47%
增持
—
INTERPUBLIC GROUP COS INC
+$492.6K
67,520
+11%
清仓
FMS
FRESENIUS MED CARE AG&CO KGA
-$477.5K
0
-100%
减持
KMT
KENNAMETAL INC
-$419.9K
54,965
-32%
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$412.4K
5,125
建仓
LNSR
LENSAR INC
+$407.5K
165,648
建仓
XRAY
DENTSPLY SIRONA INC
+$330.5K
8,413
增持
BLCO
BAUSCH PLUS LOMB CORP
+$289.8K
104,062
+6%
建仓
—
SKECHERS U S A INC
+$285.6K
6,011
增持
TAP
MOLSON COORS BEVERAGE CO
+$261.0K
51,986
+10%
减持
—
CELESTICA INC
-$175.5K
57,033
-29%
增持
EXE
CHESAPEAKE ENERGY CORP
-$174.2K
146,332
+22%
增持
FFIV
F5 INC
+$173.6K
7,616
+17%
减持
GIB
CGI INC
-$169.5K
5,832
-31%
