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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 15
增持 49
减持 70
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA MOTORS INC
+$1.46B
5,793,603
-4%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$589.7M
5,839,998
减持
ZG
ZILLOW GROUP INC
-$267.6M
1,031
-100%
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
FDS
FACTSET RESH SYS INC
+$245.3M
2,657,480
+0%
清仓
—
ACCELERON PHARMA INC
-$222.5M
0
-100%
增持
PENN
PENN NATL GAMING INC
-$201.7M
10,665,535
+2%
清仓
Z
ZILLOW GROUP INC
-$186.4M
0
-100%
增持
KNSL
KINSALE CAP GROUP INC
+$162.1M
2,111,106
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$160.3M
4,623,225
+30%
增持
—
ARCH CAP GROUP LTD
+$147.9M
21,532,452
+2%
减持
CSGP
COSTAR GROUP INC
-$142.2M
18,498,791
-1%
减持
CHH
CHOICE HOTELS INTL INC
+$137.0M
4,630,852
-0%
减持
META
META PLATFORMS INC
-$128.2M
100,771
-79%
减持
IT
GARTNER INC
+$122.3M
5,337,296
-2%
减持
ANSS
ANSYS INC
+$112.1M
2,033,805
-2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$111.5M
375,094
-2%
增持
H
HYATT HOTELS CORP
+$107.9M
5,460,700
+1%
减持
MORN
MORNINGSTAR INC
+$100.2M
1,208,920
-0%
增持
BYD
BOYD GAMING CORP
+$95.8M
2,996,840
+88%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$89.8M
13,401,739
+15%
建仓
—
NUVEI CORPORATION
+$89.6M
1,378,299
减持
SFIX
STITCH FIX INC
-$82.3M
2,529
-100%
减持
TREX
TREX CO INC
+$81.3M
3,308,290
-8%
清仓
—
SOFI TECHNOLOGIES INC
-$77.7M
0
-100%
建仓
JD
JD.COM INC
+$76.9M
1,097,436
减持
RNG
RINGCENTRAL INC
-$75.6M
989,096
-18%
减持
DAVA
ENDAVA PLC
+$74.4M
2,356,691
-0%
减持
SCHW
SCHWAB CHARLES CORP NEW
+$73.4M
6,520,260
-0%
增持
WRBY
WARBY PARKER INC
+$71.7M
1,833,745
+610%
清仓
—
OPENDOOR TECHNOLOGIES INC
-$70.9M
0
-100%
增持
SHOP
SHOPIFY INC
+$70.3M
201,593
+32%
减持
SMRT
SMARTRENT INC
-$70.2M
8,416,662
-28%
建仓
SG
SWEETGREEN INC
+$70.0M
2,186,294
增持
MGM
MGM RESORTS INTERNATIONAL
+$67.8M
2,455,648
+150%
减持
—
WIX COM LTD
-$66.8M
1,295,414
-6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$65.8M
2,130,954
-1%
减持
—
SILK ROAD MEDICAL INC
-$65.4M
707,943
-59%
增持
ZLAB
ZAI LAB LTD
-$64.9M
1,558,724
+1%
减持
—
MANCHESTER UNITED PLC NEW
-$64.4M
9,764,453
-7%
减持
—
ACTIVISION BLIZZARD INC
-$63.0M
25,135
-97%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE C
+$62.9M
2,941,647
+7%
减持
STNE
STONECO LTD
-$62.5M
2,469,090
-18%
减持
—
XP INC
-$59.6M
1,532,090
-41%
增持
REXR
REXFORD INDL RLTY INC
+$58.9M
1,354,180
+51%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$58.4M
3,696,819
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$54.8M
6,543,895
减持
IDXX
IDEXX LABS INC
+$51.6M
2,527,511
-3%
减持
SDGR
SCHRODINGER INC
-$49.9M
1,593,184
-17%
增持
NVDA
NVIDIA CORP
+$49.9M
490,268
+8%
清仓
—
GOLAR LNG LTD BERMUDA
-$49.3M
0
-100%
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP
+$44.3M
2,606,671
减持
PINS
PINTEREST INC
-$43.8M
1,247
-100%
减持
TECH
BIO TECHNE CORP
+$43.3M
1,482,953
-1%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$41.9M
1,303,969
+0%
建仓
—
INNOVID CORP
+$40.8M
6,132,162
增持
BZ
KANZHUN LIMITED
+$40.4M
1,221,418
+1900%
清仓
—
HYDROFARM HLDGS GROUP INC
-$40.1M
0
-100%
建仓
MIR
MIRION TECHNOLOGIES INC
+$39.8M
3,800,000
清仓
OLLI
OLLIES BARGAIN OUTLT HLDGS INC
-$38.7M
0
-100%
减持
IBP
INSTALLED BLDG PRODS INC
+$38.7M
1,590,496
-7%
减持
TRIP
TRIPADVISOR INC
-$38.7M
3,745,780
-10%
增持
FND
FLOOR & DECOR HLDGS INC
+$37.8M
1,837,283
+10%
建仓
KIND
NEXTDOOR HOLDINGS INC
+$37.2M
4,720,791
增持
CNS
COHEN & STEERS INC
+$36.4M
2,916,298
+5%
减持
—
ASPEN TECHNOLOGY INC
+$35.9M
1,247,952
-1%
减持
EPAM
EPAM SYS INC
+$35.3M
397,382
-2%
减持
FOUR
SHIFT4 PMTS INC
-$34.9M
250,000
-61%
减持
JBGS
JBG SMITH PPTYS
-$34.8M
374,620
-76%
减持
GDS
GDS HLDGS LTD
-$34.8M
2,089,057
-11%
减持
BNTX
BIONTECH SE
-$34.1M
78,142
-61%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$34.0M
2,511,344
+0%
减持
VRSK
VERISK ANALYTICS INC
+$33.4M
1,174,750
-0%
减持
LBRDK
LIBERTY BROADBAND CORP
-$32.8M
483,154
-25%
增持
MXCT
MAXCYTE INC
+$32.8M
5,065,171
+228%
清仓
—
EVERBRIDGE INC
-$32.7M
0
-100%
减持
—
AVALARA INC
-$32.7M
458,774
-13%
增持
—
SPOTIFY TECHNOLOGY S A
+$31.9M
1,115,858
+10%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$31.8M
1,058,011
-6%
减持
MTN
VAIL RESORTS INC
-$31.3M
4,393,280
-0%
增持
EQR
EQUITY RESIDENTIAL
+$31.2M
673,317
+83%
增持
ARGX
ARGENX SE
+$31.0M
563,535
+2%
增持
—
BROOKFIELD ASSET MGMT INC
+$30.2M
2,636,287
+9%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
+$30.1M
3,355,371
-5%
增持
MSFT
MICROSOFT CORP
+$29.7M
538,163
+0%
增持
GH
GUARDANT HEALTH INC
-$28.2M
1,130,409
+0%
减持
VEEV
VEEVA SYS INC
-$28.2M
820,814
-1%
减持
—
YANDEX N V
-$27.6M
1,027,958
-9%
减持
—
CERIDIAN HCM HLDG INC
-$26.6M
3,114,547
-0%
建仓
LVS
LAS VEGAS SANDS CORP
+$26.0M
689,562
减持
V
VISA INC
-$25.7M
173,427
-39%
清仓
VNO
VORNADO RLTY TR
-$25.6M
0
-100%
增持
CPNG
COUPANG INC
+$25.4M
1,536,013
+117%
清仓
RDY
DR REDDYS LABS LTD
-$25.0M
0
-100%
建仓
—
CODERE ONLINE LUXEMBOURG S A
+$23.4M
4,037,000
清仓
—
CORESITE RLTY CORP
-$23.4M
0
-100%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$22.8M
0
-100%
增持
—
FIVERR INTL LTD
-$22.5M
360,781
+4%
减持
—
ICON PLC
+$21.8M
792,531
-7%
减持
—
DRAFTKINGS INC
-$21.4M
980,900
-2%
减持
—
DLOCAL LTD
-$21.3M
1,027,412
-3%
增持
DHI
D R HORTON INC
+$19.9M
436,366
+33%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$19.9M
1,177,521
-6%
减持
HQY
HEALTHEQUITY INC
-$19.8M
800,000
-6%
增持
SNOW
SNOWFLAKE INC
+$19.6M
293,563
+11%
减持
DT
DYNATRACE INC
-$19.4M
1,606,101
-2%
清仓
—
TPI COMPOSITES INC
-$19.3M
0
-100%
增持
LOW
LOWES COS INC
+$19.3M
294,009
+5%
增持
—
AZEK CO INC
+$18.9M
1,752,794
+3%
减持
FTCHQ
FARFETCH LTD
-$18.9M
702,664
-38%
清仓
PDD
PINDUODUO INC
-$18.6M
0
-100%
清仓
BROS
DUTCH BROS INC
-$18.4M
0
-100%
减持
MRNA
MODERNA INC
-$18.3M
2,532
-95%
减持
CG
CARLYLE GROUP INC
+$18.3M
2,450,292
-0%
增持
—
OZON HLDGS PLC
-$18.2M
1,972,093
+30%
减持
SBAC
SBA COMMUNICATIONS CORP
+$18.2M
718,748
-9%
建仓
—
ENFUSION INC
+$17.9M
856,185
减持
RPAY
REPAY HLDGS CORP
-$17.9M
3,517,000
-1%
增持
FA
FIRST ADVANTAGE CORP NEW
+$17.5M
2,695,760
+52%
建仓
GTLB
GITLAB INC
+$17.4M
200,000
增持
DNUT
KRISPY KREME INC
+$17.3M
3,170,306
+4%
建仓
JEF
JEFFERIES FINL GROUP INC
+$17.1M
440,000
增持
SPHR
MADISON SQUARE GRDN ENTERTNM
+$17.1M
478,149
+110%
增持
DDOG
DATADOG INC
+$17.0M
351,730
+9%
减持
—
PAYA HOLDINGS INC
-$16.9M
3,500,000
-3%
增持
VMC
VULCAN MATLS CO
+$16.7M
269,093
+16%
增持
JLL
JONES LANG LASALLE INC
+$16.5M
324,167
+14%
增持
PLD
PROLOGIS INC
+$16.5M
335,599
+5%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$16.5M
4,301,383
+1%
减持
—
AXONICS MODULATION TECHNOLOG
-$16.3M
1,689,914
-1%
清仓
—
KHOSLA VENTURES ACQUSTN CO I
-$16.2M
0
-100%
增持
FIGS
FIGS INC
+$16.1M
2,265,667
+82%
减持
DV
DOUBLEVERIFY HLDGS INC
-$16.1M
184,516
-72%
增持
MRCY
MERCURY SYS INC
+$15.9M
2,051,385
+0%
减持
—
JAMF HLDG CORP
-$15.7M
300,000
-57%
减持
AVNT
AVIENT CORPORATION
+$15.4M
1,800,000
-2%
减持
TTD
THE TRADE DESK INC
+$15.2M
1,580,361
-14%
增持
—
BROOKFIELD ASSET MGMT REINS
+$14.9M
415,771
+107%
减持
DEI
DOUGLAS EMMETT INC
-$14.8M
5,927,512
-12%
增持
LEN
LENNAR CORP
+$14.8M
501,525
+8%
减持
ILMN
ILLUMINA INC
-$14.7M
479,794
-1%
增持
—
MIRATI THERAPEUTICS INC
+$14.6M
126,322
+461%
减持
—
PING IDENTITY HLDG CORP
-$14.4M
815,781
-39%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$14.4M
2,821,802
+43%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$14.0M
5,897,971
+3%
减持
NRDY
NERDY INC
-$14.0M
56,343
-96%
减持
HLI
HOULIHAN LOKEY INC
+$14.0M
1,303,376
-1%
减持
EFOR
ASGN INC
+$13.9M
1,604,458
-1%
减持
—
LIBERTY MEDIA CORP DELAWARE
+$13.9M
1,250,000
-1%
减持
DXCM
DEXCOM INC
-$13.8M
380,888
-5%
减持
GLPI
GAMING & LEISURE PPTYS INC
+$13.8M
8,750,213
-2%
