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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 118
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VTV
VANGUARD INDEX FDS
-$149.8M
3,317
-100%
建仓
—
GLOBANT S A
+$132.5M
2,309,000
增持
EPAM
EPAM SYS INC
+$122.7M
822,550
+10552%
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。
增持
—
ICON PLC
+$102.1M
755,660
+264%
增持
OTEX
OPEN TEXT CORP
+$92.0M
8,999,391
+8%
减持
BNY
BANK NEW YORK MELLON CORP
-$89.8M
461,406
-70%
增持
UNH
UNITEDHEALTH GROUP INC
+$85.3M
373,112
+168%
增持
—
HANESBRANDS INC
+$70.5M
19,338,869
+56%
增持
BDX
BECTON DICKINSON & CO
+$65.7M
1,152,603
+32%
增持
MRK
MERCK & CO INC
+$52.0M
2,422,667
+27%
清仓
UWMC
UWM HOLDINGS CORPORATION
-$50.6M
0
-100%
增持
HAL
HALLIBURTON CO
+$48.2M
7,446,925
+12%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$46.4M
823,636
+1313%
增持
BABA
ALIBABA GROUP HLDG LTD
+$45.6M
657,221
+4%
增持
GRFS
GRIFOLS S A
+$36.5M
29,115,496
+4%
减持
—
MILLICOM INTL CELLULAR S A
+$35.0M
5,835,307
-12%
减持
—
PREMIER INC
-$33.7M
670,452
-72%
建仓
kspi us equity
KASPI KZ JSC
+$33.3M
407,732
增持
INVX
INNOVEX INTERNATIONAL INC
+$31.8M
7,657,368
+9%
增持
HCA
HCA HEALTHCARE INC
+$30.8M
401,056
+10%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$30.8M
159,372
-74%
增持
GOOGL
ALPHABET INC
+$29.5M
410,345
+3%
减持
C
CITIGROUP INC
+$29.3M
2,620,917
-6%
增持
KMT
KENNAMETAL INC
+$28.9M
10,326,140
+27%
增持
BAC
BANK AMERICA CORP
+$27.3M
4,991,025
+3%
增持
MHK
MOHAWK INDS INC
+$26.8M
915,925
+5%
减持
—
AVADEL PHARMACEUTICALS PLC
+$25.7M
5,444,803
-16%
增持
TXT
TEXTRON INC
+$24.3M
2,867,663
+6%
增持
FDX
FEDEX CORP
+$22.1M
728,871
+11%
增持
WFC
WELLS FARGO CO NEW
+$21.5M
2,921,669
+5%
增持
—
SEALED AIR CORP NEW
+$21.2M
2,275,814
+19%
减持
SHG
SHINHAN FINANCIAL GROUP CO L
-$20.7M
62,047
-88%
增持
IMKTA
INGLES MKTS INC
+$20.6M
1,160,377
+22%
增持
PNC
PNC FINL SVCS GROUP INC
+$19.7M
784,152
+6%
增持
PFE
PFIZER INC
+$19.4M
8,412,771
+5%
减持
CTVA
CORTEVA INC
-$19.4M
2,287,530
-2%
增持
HXL
HEXCEL CORP NEW
+$18.8M
2,498,697
+2%
增持
PKE
PARK AEROSPACE CORP
+$18.4M
3,084,180
+3%
增持
PBH
PRESTIGE CONSMR HEALTHCARE I
+$18.1M
313,993
+1636%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$18.0M
259,612
+11%
增持
CMCSA
COMCAST CORP NEW
-$17.2M
5,785,056
+4%
增持
CVS
CVS HEALTH CORP
+$16.7M
1,799,482
+4%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$16.2M
2,263,702
+5%
增持
CI
THE CIGNA GROUP
+$15.7M
828,405
+23%
增持
JNJ
JOHNSON & JOHNSON
+$15.3M
421,050
+3%
增持
MOG/A
MOOG INC
+$15.2M
346,726
+11%
减持
GOOG
ALPHABET INC
+$14.1M
350,133
-13%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$14.0M
1,026,499
+10%
增持
SAP
SAP SE
+$13.5M
134,757
+82%
增持
SNY
SANOFI SA
+$13.3M
2,822,971
+14%
增持
GSK
GSK PLC
+$12.8M
1,868,004
+6%
增持
MCK
MCKESSON CORP
+$12.6M
184,441
+4%
增持
MTX
MINERALS TECHNOLOGIES INC
+$11.8M
666,958
+24%
增持
AMX
AMERICA MOVIL SAB DE CV
+$11.2M
3,134,710
+3%
增持
CAE
CAE INC
+$11.0M
14,989,914
+1%
增持
UNF
UNIFIRST CORP MASS
+$10.7M
139,200
+108%
增持
OMC
OMNICOM GROUP INC
+$10.6M
763,870
+6%
增持
STT
STATE STR CORP
+$10.4M
561,627
+9%
增持
FSTR
FOSTER L B CO
+$10.3M
1,340,044
+14%
增持
NTR
NUTRIEN LTD
+$10.3M
1,787,995
+10%
增持
GHM
GRAHAM CORP
+$10.2M
1,372,218
+4%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$10.1M
5,258,639
+17%
增持
LH
LABCORP HOLDINGS INC
+$10.1M
223,263
+9%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$9.9M
1,259,843
+40%
增持
EVRG
EVERGY INC
+$9.7M
1,103,754
+3%
增持
WLK
WESTLAKE CORPORATION
+$8.7M
1,548,694
+6%
增持
LKQ
LKQ CORP
-$8.6M
1,827,051
+5%
减持
—
GATES INDL CORP PLC
-$8.4M
1,129,442
-29%
减持
PAHC
PHIBRO ANIMAL HEALTH CORP
-$8.0M
38,475
-90%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.9M
185,428
-30%
增持
NTGR
NETGEAR INC
+$7.9M
1,675,260
+5%
增持
ETR
ENTERGY CORP NEW
+$7.8M
387,769
+14%
增持
PHG
KONINKLIJKE PHILIPS N V
+$7.4M
1,618,641
+6%
增持
MOV
MOVADO GROUP INC
+$7.1M
666,449
+83%
增持
ARLO
ARLO TECHNOLOGIES INC
+$7.1M
6,426,644
+7%
增持
SYY
SYSCO CORP
+$6.8M
824,962
+2%
增持
TKR
TIMKEN CO
+$6.8M
585,878
+14%
减持
AZO
AUTOZONE INC
-$6.7M
10,625
-25%
增持
SON
SONOCO PRODS CO
+$6.4M
174,782
+576%
减持
VIV
TELEFONICA BRASIL SA
-$6.0M
2,640,717
-24%
增持
EMR
EMERSON ELEC CO
+$6.0M
945,148
+7%
增持
SHEL
SHELL PLC
+$5.9M
2,570,622
+2%
增持
UTMD
UTAH MED PRODS INC
+$5.8M
337,930
+25%
增持
—
COPA HOLDINGS SA
+$5.6M
632,129
+0%
增持
FISV
FISERV INC
+$5.6M
1,602,704
+37%
增持
—
ARCH CAP GROUP LTD
+$5.3M
1,506,483
+4%
增持
SCHL
SCHOLASTIC CORP
+$5.1M
262,279
+170%
增持
—
TOTALENERGIES SE
+$5.1M
766,340
+16%
增持
BRC
BRADY CORP
+$4.6M
78,391
+251%
增持
—
AMDOCS LTD
+$4.2M
2,640,721
+13%
减持
CVX
CHEVRON CORP NEW
+$4.1M
660,914
-4%
增持
TGT
TARGET CORP
+$4.0M
488,772
+21%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$3.9M
5,939,517
-27%
减持
—
FLEX LTD
-$3.9M
939,905
-20%
增持
CAH
CARDINAL HEALTH INC
-$3.9M
990,631
+4%
增持
RGP
RESOURCES CONNECTION INC
+$3.9M
1,399,276
+137%
减持
SNN
SMITH & NEPHEW PLC
-$3.8M
1,250,197
-22%
增持
AIG
AMERICAN INTL GROUP INC
-$3.4M
1,508,917
+6%
增持
HMC
HONDA MOTOR LTD
+$3.2M
896,042
+6%
增持
SLB
SCHLUMBERGER LTD
+$3.0M
1,503,924
+5%
增持
TFC
TRUIST FINL CORP
+$3.0M
781,602
+3%
增持
QRVO
QORVO INC
+$3.0M
344,713
+3%
增持
E
ENI S P A
+$3.0M
736,457
+5%
增持
—
CNH INDL N V
+$2.9M
1,613,465
+43%
增持
WPP
WPP PLC NEW
-$2.9M
759,236
+21%
增持
NVS
NOVARTIS AG
+$2.8M
247,875
+4%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$2.7M
951,620
+5%
增持
HCSG
HEALTHCARE SVCS GROUP INC
+$2.7M
707,646
+15%
增持
STM
STMICROELECTRONICS N V
+$2.7M
1,301,857
+16%
增持
AOUT
AMERICAN OUTDOOR BRANDS INC
+$2.6M
1,770,674
+45%
减持
JPM
JPMORGAN CHASE & CO.
+$2.5M
204,354
-4%
增持
MD
PEDIATRIX MEDICAL GROUP INC
+$2.5M
630,711
+12%
减持
CX
CEMEX SAB DE CV
-$2.4M
24,902,885
-24%
清仓
NTES
NETEASE INC
-$2.4M
0
-100%
增持
KVUE
KENVUE INC
+$2.3M
2,461,745
+37%
增持
IQV
IQVIA HLDGS INC
+$2.3M
27,469
+49%
增持
ENIC
ENEL CHILE S.A.
+$2.2M
5,149,843
+5%
增持
LNSR
LENSAR INC
+$2.2M
777,703
+38%
增持
IPGP
IPG PHOTONICS CORP
+$2.0M
141,112
+6%
增持
ORN
ORION GROUP HLDGS INC
+$2.0M
4,953,530
+15%
增持
NKSH
NATIONAL BANKSHARES INC VA
+$2.0M
231,807
+30%
增持
OMF
ONEMAIN HLDGS INC
+$1.9M
1,927,307
+3%
增持
EBMT
EAGLE BANCORP MONT INC
+$1.7M
390,369
+30%
增持
PZZA
PAPA JOHNS INTL INC
+$1.7M
737,029
+7%
增持
WKC
WORLD KINECT CORPORATION
+$1.5M
2,938,260
+11%
减持
EMBJ
EMBRAER S.A.
-$1.5M
5,883,293
-6%
减持
VBR
VANGUARD INDEX FDS
-$1.5M
1,301
-85%
增持
NPK
NATIONAL PRESTO INDS INC
+$1.3M
62,405
+7%
增持
—
INTERPUBLIC GROUP COS INC
+$1.3M
270,689
+5%
增持
ABEV
AMBEV SA
-$1.2M
21,725,467
+5%
清仓
DGX
QUEST DIAGNOSTICS INC
-$1.1M
0
-100%
减持
MSM
MSC INDL DIRECT INC
+$1.0M
272,306
-4%
增持
CPB
THE CAMPBELLS COMPANY
+$966.2K
59,162
+101%
增持
FTRE
FORTREA HLDGS INC
+$945.1K
243,820
+9%
减持
—
UBS GROUP AG
-$892.2K
1,425,439
-19%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$822.8K
20,815
+74%
增持
SHC
SOTERA HEALTH CO
+$727.0K
119,995
+15%
增持
—
CREDICORP LTD
+$692.2K
15,441
+1%
增持
LEVI
LEVI STRAUSS & CO NEW
+$626.2K
89,940
+13%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$617.6K
0
-100%
增持
HURC
HURCO CO
+$599.2K
494,264
+17%
增持
EPC
EDGEWELL PERS CARE CO
-$587.9K
5,257,559
+14%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$572.5K
3,017
+25%
增持
OGN
ORGANON & CO
+$558.8K
413,435
+4%
减持
MU
MICRON TECHNOLOGY INC
-$541.0K
850,419
-27%
增持
CFG
CITIZENS FINL GROUP INC
+$515.7K
56,445
+2%
增持
FFIV
F5 INC
+$495.5K
11,241
+5%
增持
HSBC
HSBC HLDGS PLC
+$430.0K
39,489
+1%
增持
—
HOLOGIC INC
+$425.0K
39,522
+15%
增持
HDB
HDFC BANK LTD
-$419.7K
102,460
+100%
