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BAMCO INC /NY/ 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BAMCO INC /NY/
报告期 2026-03-31 · CIK 0001017918
持仓数
326
前50大市值合计
$25.18B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 21
增持 44
减持 69
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA MOTORS INC
+$492.0M
6,016,608
-2%
减持
IT
GARTNER INC
+$322.1M
5,469,633
-1%
减持
GDS
GDS HLDGS LTD
-$234.4M
2,354,546
-50%
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
BABA
ALIBABA GROUP HLDG LTD
-$208.9M
2,153,973
-7%
建仓
SMRT
SMARTRENT INC
+$151.7M
11,647,629
减持
—
WIX COM LTD
-$150.8M
1,383,695
-5%
减持
MSCI
MSCI INC
+$149.6M
2,169,552
-1%
减持
ZLAB
ZAI LAB LTD
-$148.2M
1,545,113
-12%
减持
FDS
FACTSET RESH SYS INC
+$146.1M
2,650,277
-1%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$114.6M
0
-100%
清仓
—
ZYMERGEN INC
-$106.7M
0
-100%
减持
ZG
ZILLOW GROUP INC
-$106.2M
3,021,287
-1%
增持
—
SPOTIFY TECHNOLOGY S A
+$96.4M
1,017,115
+111%
清仓
—
PRA HEALTH SCIENCES INC
-$91.0M
0
-100%
减持
IDXX
IDEXX LABS INC
-$90.2M
2,593,065
-4%
增持
RNG
RINGCENTRAL INC
-$87.1M
1,199,489
+0%
增持
—
ICON PLC
+$85.0M
853,686
+27%
增持
RRR
RED ROCK RESORTS INC
+$83.7M
7,979,826
+4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$78.4M
1,254,099
-1%
建仓
NTRA
NATERA INC
+$73.0M
655,177
建仓
HLMN
HILLMAN SOLUTIONS CORP
+$65.0M
5,445,698
增持
Z
ZILLOW GROUP INC
-$63.9M
2,114,761
+3%
增持
—
CERIDIAN HCM HLDG INC
+$60.3M
3,124,775
+3%
减持
MTN
VAIL RESORTS INC
+$59.2M
4,405,961
-1%
减持
—
ACCELERON PHARMA INC
+$59.1M
1,292,998
-1%
增持
STNE
STONECO LTD
-$58.4M
2,999,096
+24%
清仓
—
FIFTH WALL ACQUISITION CORP
-$56.2M
0
-100%
减持
ILMN
ILLUMINA INC
-$55.2M
486,267
-9%
建仓
VLD
VELO3D INC
+$53.4M
6,478,565
增持
H
HYATT HOTELS CORP
+$51.9M
5,392,998
+15%
建仓
HLLY
HOLLEY INC
+$51.8M
4,336,738
减持
COLD
AMERICOLD RLTY TR
-$51.5M
3,456,126
-14%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$50.5M
1,971,229
建仓
—
MEMBERSHIP COLLECTIVE GROUP
+$50.1M
4,030,842
减持
TECH
BIO TECHNE CORP
+$49.4M
1,493,878
-0%
增持
DXCM
DEXCOM INC
+$49.1M
399,246
+1%
减持
DAVA
ENDAVA PLC
+$48.1M
2,365,265
-2%
减持
CSGP
COSTAR GROUP INC
+$47.7M
18,639,739
-1%
减持
SDGR
SCHRODINGER INC
-$47.6M
1,927,928
-5%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$46.0M
409,304
减持
PENN
PENN NATL GAMING INC
-$45.6M
10,415,512
-0%
增持
INDI
INDIE SEMICONDUCTOR INC
+$43.4M
4,920,761
+183%
增持
SE
SEA LTD
+$43.3M
172,785
+302%
建仓
DNUT
KRISPY KREME INC
+$42.7M
3,048,088
清仓
LVS
LAS VEGAS SANDS CORP
-$42.6M
0
-100%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$42.4M
983,514
减持
SFIX
STITCH FIX INC
-$42.1M
2,062,275
-0%
减持
DNLI
DENALI THERAPEUTICS INC
-$41.6M
1,127,919
-10%
减持
TTD
THE TRADE DESK INC
-$41.2M
1,843,887
-16%
减持
PINS
PINTEREST INC
-$40.6M
860,520
-20%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$39.8M
1,125,514
+3%
减持
TRIP
TRIPADVISOR INC
-$39.7M
4,158,881
-7%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$39.5M
5,751,010
+1%
减持
ANSS
ANSYS INC
-$38.4M
2,066,854
-3%
减持
VRT
VERTIV HOLDINGS CO
-$38.1M
6,349,922
-9%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
+$37.9M
4,243,197
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$37.4M
3,546,219
+19%
增持
MRCY
MERCURY SYS INC
-$37.3M
2,047,169
+1%
清仓
—
LUFAX HOLDING LTD
-$36.6M
0
-100%
增持
—
CLARIVATE ANALYTICS PLC
-$35.6M
6,556,550
+1%
清仓
SWIM
LATHAM GROUP INC
-$34.8M
0
-100%
减持
CHH
CHOICE HOTELS INTL INC
+$34.0M
4,631,990
-0%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$33.7M
3,529,723
-9%
建仓
—
COUCHBASE INC
+$33.5M
1,077,907
清仓
WYNN
WYNN RESORTS LTD
-$33.2M
0
-100%
减持
IBP
INSTALLED BLDG PRODS INC
-$32.5M
1,712,601
-3%
减持
FTCHQ
FARFETCH LTD
-$31.9M
1,130,025
-23%
增持
HUBS
HUBSPOT INC
+$31.1M
98,624
+62%
减持
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
-$30.8M
642,800
-22%
增持
NVDA
NVIDIA CORP
+$30.7M
455,317
+473%
减持
GDYN
GRID DYNAMICS HLDGS INC
+$30.1M
2,333,784
-8%
减持
TXG
10X GENOMICS INC
-$29.9M
584,084
-1%
减持
VRSK
VERISK ANALYTICS INC
+$29.8M
1,175,029
-0%
建仓
EWCZ
EUROPEAN WAX CTR INC
+$29.3M
1,045,637
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$29.1M
2,511,169
-3%
增持
BWIN
BRP GROUP INC
+$29.0M
3,888,113
+3%
增持
EFOR
ASGN INC
+$28.5M
1,626,714
+1%
增持
FND
FLOOR & DECOR HLDGS INC
+$27.5M
1,664,622
+1%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$26.8M
29,602
-98%
减持
DEI
DOUGLAS EMMETT INC
-$26.3M
6,750,440
-5%
清仓
—
RAVEN INDS INC
-$26.0M
0
-100%
减持
HQY
HEALTHEQUITY INC
-$25.4M
852,778
-15%
增持
—
YANDEX N V
+$24.9M
1,126,717
+23%
建仓
—
FORGEROCK INC
+$24.3M
623,000
减持
—
ARCH CAP GROUP LTD
-$23.7M
21,194,167
-1%
清仓
—
LANDCADIA HOLDINGS III INC
-$23.6M
0
-100%
增持
LEN
LENNAR CORP
+$23.5M
464,000
+131%
减持
—
ARCO PLATFORM LTD
-$23.3M
120,934
-86%
减持
EPAM
EPAM SYS INC
+$22.9M
403,680
-1%
减持
VNO
VORNADO RLTY TR
-$22.1M
609,684
-40%
增持
DT
DYNATRACE INC
+$22.0M
1,639,224
+1%
减持
—
FIVERR INTL LTD
-$21.7M
347,842
-1%
减持
PEGA
PEGASYSTEMS INC
-$21.7M
1,255,130
-4%
建仓
DH
DEFINITIVE HEALTHCARE CORP
+$21.4M
500,000
增持
—
E2OPEN PARENT HOLDINGS INC
+$21.4M
4,886,792
+63%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$21.2M
4,278,630
+4%
清仓
MLCO
MELCO RESORTS AND ENTMNT LTD
-$21.1M
0
-100%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$21.0M
1,007,594
-1%
增持
RBC
RBC BEARINGS INC
+$20.6M
228,644
+63%
减持
ACVA
ACV AUCTIONS INC
-$20.3M
1,101,255
-29%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$19.8M
1,089,780
+637%
减持
CERT
CERTARA INC
-$19.6M
48,893
-93%
增持
JLL
JONES LANG LASALLE INC
+$19.4M
285,284
+8%
减持
BBIO
BRIDGEBIO PHARMA INC
-$19.3M
487,447
-30%
减持
VEEV
VEEVA SYS INC
-$19.1M
825,414
-0%
清仓
—
INDIE SEMICONDUCTOR INC
-$19.0M
0
-100%
建仓
MXCT
MAXCYTE INC
+$18.8M
1,543,634
增持
QLYS
QUALYS INC
+$18.8M
232,500
+232%
减持
TFX
TELEFLEX INC
-$18.5M
186,657
-16%
建仓
BROS
DUTCH BROS INC
+$18.4M
425,000
减持
—
SOC TELEMED INC
-$18.3M
67,100
-98%
减持
BNTX
BIONTECH SE
-$18.2M
198,804
-39%
减持
—
SOFI TECHNOLOGIES INC
-$18.2M
4,891,024
-2%
清仓
TAL
TAL ED GROUP
-$18.1M
0
-100%
减持
AAT
AMERICAN ASSETS TRUST INC
-$17.9M
508,452
-49%
增持
DHI
D R HORTON INC
+$17.7M
327,071
+201%
建仓
MKFG
MARKFORGED HOLDING CORPORATI
+$17.6M
2,681,782
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$17.5M
1,412,047
+157%
增持
—
ASPEN TECHNOLOGY INC
-$17.2M
1,254,555
+1%
增持
INSP
INSPIRE MED SYS INC
+$17.0M
390,175
+2%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$16.5M
1,220,794
-14%
减持
FIS
FIDELITY NATL INFORMATION SV
-$16.4M
704,934
-2%
减持
GOOG
ALPHABET INC
+$16.3M
120,430
-1%
建仓
—
KHOSLA VENTURES ACQUSTN CO I
+$16.2M
1,594,823
减持
TREX
TREX CO INC
-$16.2M
3,584,598
-4%
增持
—
SILK ROAD MEDICAL INC
+$15.9M
1,737,233
+4%
增持
CBRE
CBRE GROUP INC
+$15.7M
1,183,196
+2%
减持
SNOW
SNOWFLAKE INC
+$15.7M
263,947
-1%
增持
UTZ
UTZ BRANDS INC
-$15.6M
3,858,967
+3%
增持
TWLO
TWILIO INC
-$15.4M
318,858
+7%
减持
FICO
FAIR ISAAC CORP
-$15.4M
145,858
-0%
减持
VRSN
VERISIGN INC
-$15.3M
663,767
-0%
清仓
—
EMPOWER LTD
-$15.0M
0
-100%
建仓
TOST
TOAST INC
+$15.0M
300,254
减持
DV
DOUBLEVERIFY HLDGS INC
-$15.0M
650,377
-26%
减持
—
GOLAR LNG LTD BERMUDA
-$14.8M
3,800,137
-21%
减持
WEX
WEX INC
-$14.7M
329,284
-12%
减持
—
TPI COMPOSITES INC
-$14.7M
572,934
-18%
减持
SCHW
SCHWAB CHARLES CORP NEW
-$14.5M
6,520,345
-3%
增持
HLI
HOULIHAN LOKEY INC
+$14.4M
1,312,872
+1%
建仓
NRDY
NERDY INC
+$14.3M
1,429,104
增持
INGN
INOGEN INC
-$14.2M
740,144
+5%
增持
—
ACTIVISION BLIZZARD INC
-$14.1M
835,321
+1%
清仓
—
PAGSEGURO DIGITAL LTD
-$14.1M
0
-100%
清仓
—
DESKTOP METAL INC
-$14.1M
0
-100%
减持
SKIN
THE BEAUTY HEALTH COMPANY
+$14.1M
2,185,179
-14%
增持
INVH
INVITATION HOMES INC
+$14.1M
1,410,556
+32%
建仓
WRBY
WARBY PARKER INC
+$13.7M
258,424
增持
CDNA
CAREDX INC
-$13.7M
834,218
+15%
增持
—
AFYA LTD
-$13.5M
4,145,038
+12%
