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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 34
减持 97
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$330.1M
5,375,789
-8%
减持
IDXX
IDEXX LABS INC
-$307.5M
2,480,174
-2%
增持
MTN
VAIL RESORTS INC
-$236.6M
4,625,849
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。
+5%
增持
TREX
TREX CO INC
-$230.0M
3,317,449
+0%
减持
IT
GARTNER INC
-$215.3M
5,274,931
-1%
增持
CSGP
COSTAR GROUP INC
-$206.4M
18,849,173
+2%
增持
MSCI
MSCI INC
-$200.1M
2,210,016
+3%
减持
ANSS
ANSYS INC
-$188.5M
1,974,782
-3%
减持
RNG
RINGCENTRAL INC
-$182.7M
21,825
-98%
减持
EPAM
EPAM SYS INC
-$164.1M
342,442
-14%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$133.6M
366,284
-2%
减持
TECH
BIO TECHNE CORP
-$131.0M
1,469,118
-1%
增持
FDS
FACTSET RESH SYS INC
-$130.5M
2,674,376
+1%
增持
TSLA
TESLA MOTORS INC
+$124.9M
5,797,583
+0%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$119.4M
5,814,960
-1%
建仓
BIDU
BAIDU INC
+$115.7M
874,279
减持
—
CERIDIAN HCM HLDG INC
-$113.2M
3,103,832
-0%
减持
GOOG
ALPHABET INC
-$104.6M
82,312
-29%
减持
IBP
INSTALLED BLDG PRODS INC
-$104.1M
1,398,210
-12%
减持
PENN
PENN NATL GAMING INC
-$102.7M
10,616,332
-0%
减持
—
WIX COM LTD
-$98.3M
1,015,280
-22%
减持
MORN
MORNINGSTAR INC
-$95.1M
1,165,415
-4%
减持
DAVA
ENDAVA PLC
-$88.7M
2,307,653
-2%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$85.3M
1,057,533
-0%
减持
—
ARCH CAP GROUP LTD
+$84.2M
21,506,340
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$84.0M
4,528,804
-2%
建仓
GFI
GOLD FIELDS LTD
+$82.5M
5,338,784
增持
FND
FLOOR & DECOR HLDGS INC
-$81.4M
1,944,086
+6%
减持
DT
DYNATRACE INC
-$80.6M
346,923
-78%
减持
—
CLARIVATE ANALYTICS PLC
-$78.9M
4,418,698
-32%
减持
SBAC
SBA COMMUNICATIONS CORP
-$72.9M
600,665
-16%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$71.1M
1,171,667
-0%
减持
CHH
CHOICE HOTELS INTL INC
-$66.8M
4,624,466
-0%
清仓
NTRA
NATERA INC
-$64.8M
0
-100%
减持
WRBY
WARBY PARKER INC
-$63.3M
652,428
-64%
减持
—
YANDEX N V
-$61.8M
935,331
-9%
减持
TXG
10X GENOMICS INC
-$61.4M
367,283
-39%
建仓
TS
TENARIS S A
+$60.1M
1,999,751
减持
—
MANCHESTER UNITED PLC NEW
-$58.3M
5,583,670
-43%
增持
—
OZON HLDGS PLC
-$58.0M
2,164,595
+10%
减持
—
ICON PLC
-$57.9M
771,031
-3%
减持
PEGA
PEGASYSTEMS INC
-$57.6M
1,248,209
-12%
减持
GH
GUARDANT HEALTH INC
-$51.7M
925,654
-18%
减持
PYPL
PAYPAL HLDGS INC
-$51.4M
4,300
-98%
增持
—
CREDICORP LTD
+$49.9M
602,688
+37%
减持
TRIP
TRIPADVISOR INC
-$48.1M
1,990,330
-47%
减持
LEN
LENNAR CORP
-$47.8M
128,994
-74%
增持
PSA
PUBLIC STORAGE
+$46.7M
137,752
+629%
减持
SMRT
SMARTRENT INC
-$45.0M
7,206,253
-14%
减持
COLD
AMERICOLD RLTY TR
-$44.3M
1,798,636
-38%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$43.5M
3,086,921
-8%
减持
GDYN
GRID DYNAMICS HLDGS INC
-$42.7M
1,750,000
-1%
清仓
BZ
KANZHUN LIMITED
-$42.6M
0
-100%
减持
DHI
D R HORTON INC
-$41.9M
73,352
-83%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE C
-$41.8M
2,886,857
-2%
减持
SE
SEA LTD
-$40.8M
166,230
-39%
减持
AMZN
AMAZON COM INC
-$39.9M
80,056
-11%
减持
VEEV
VEEVA SYS INC
-$39.5M
801,065
-2%
减持
ARGX
ARGENX SE
-$39.3M
501,339
-11%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$38.4M
1,253,641
-4%
增持
SHOP
SHOPIFY INC
-$38.3M
354,147
+76%
减持
PRI
PRIMERICA INC
-$37.8M
2,060,057
-1%
减持
BWIN
BRP GROUP INC
-$37.0M
3,780,722
-1%
增持
—
AMERICAN CAMPUS CMNTYS INC
+$37.0M
693,728
+2025%
建仓
BX
BLACKSTONE INC
+$35.8M
281,801
减持
LOW
LOWES COS INC
-$35.6M
200,017
-32%
减持
TTD
THE TRADE DESK INC
-$35.5M
1,578,089
-0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$35.0M
190,815
-49%
建仓
—
HOLLEY INC
+$34.8M
2,500,000
增持
RRR
RED ROCK RESORTS INC
-$34.8M
7,865,999
+4%
减持
—
INNOVID CORP
-$34.7M
1,007,432
-84%
减持
SOFI
SOFI TECHNOLOGIES INC
-$34.3M
2,559,148
-31%
减持
EQIX
EQUINIX INC
-$33.4M
132,375
-15%
减持
SG
SWEETGREEN INC
-$32.8M
1,163,081
-47%
增持
TWLO
TWILIO INC
-$32.5M
346,796
+2%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$32.2M
14,522,520
+8%
增持
LVS
LAS VEGAS SANDS CORP
+$32.1M
1,492,314
+116%
减持
—
MEMBERSHIP COLLECTIVE GROUP
-$31.9M
1,065,500
-66%
减持
REXR
REXFORD INDL RLTY INC
-$31.6M
1,048,456
-23%
减持
HLLY
HOLLEY INC
-$30.7M
1,750,000
-59%
清仓
—
NEW FRONTIER HEALTH CORP
-$28.9M
0
-100%
增持
—
INNOVID CORP
+$28.3M
4,707,657
+5419%
减持
TRU
TRANSUNION
-$28.1M
1,614,406
-2%
减持
PLD
PROLOGIS INC
-$27.9M
177,058
-47%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$27.3M
0
-100%
建仓
KRG
KITE RLTY GROUP TR
+$27.1M
1,190,082
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$26.9M
12,249,736
+87%
增持
PGNY
PROGYNY INC
+$26.7M
1,374,865
+57%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$26.6M
108,013
-67%
建仓
AXON
AXON ENTERPRISE INC
+$26.4M
191,800
增持
TFX
TELEFLEX INC
+$25.9M
245,888
+32%
减持
—
BROOKFIELD ASSET MGMT REINS
-$25.2M
14,036
-97%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$24.7M
891,241
-10%
减持
ILMN
ILLUMINA INC
-$24.2M
453,281
-6%
增持
NEOG
NEOGEN CORP
-$23.7M
1,712,583
+2%
减持
CPNG
COUPANG INC
-$23.5M
1,223,337
-20%
清仓
FTCHQ
FARFETCH LTD
-$23.5M
0
-100%
减持
DNLI
DENALI THERAPEUTICS INC
-$23.4M
655,348
-34%
减持
—
JANUS INTERNATIONAL GROUP IN
-$23.1M
3,000,000
-25%
减持
KIND
NEXTDOOR HOLDINGS INC
-$22.2M
2,519,071
-47%
增持
MRCY
MERCURY SYS INC
+$21.8M
2,091,385
+2%
减持
VRSN
VERISIGN INC
-$21.6M
660,210
-1%
减持
MKTX
MARKETAXESS HLDGS INC
-$21.6M
292,532
-1%
清仓
—
MGM GROWTH PPTYS LLC
-$21.5M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$21.4M
12,961
-77%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$21.3M
537,111
+9%
减持
—
ALTAIR ENGR INC
-$21.1M
1,634,815
-0%
减持
META
META PLATFORMS INC
-$20.8M
58,796
-42%
减持
HLI
HOULIHAN LOKEY INC
-$20.7M
1,300,976
-0%
增持
INDI
INDIE SEMICONDUCTOR INC
-$20.7M
4,980,418
+0%
增持
ZLAB
ZAI LAB LTD
-$20.4M
1,762,931
+13%
增持
KNSL
KINSALE CAP GROUP INC
-$20.1M
2,114,205
+0%
减持
VRSK
VERISK ANALYTICS INC
-$20.1M
1,158,380
-1%
减持
—
NOVA LTD
-$20.0M
191,563
-31%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$19.9M
0
-100%
减持
—
BERRY GLOBAL GROUP INC
-$19.8M
550,000
-21%
减持
MXCT
MAXCYTE INC
-$19.5M
4,598,669
-9%
增持
—
XP INC
+$19.3M
2,103,933
+37%
增持
—
AZEK CO INC
-$19.1M
2,495,603
+42%
减持
SDGR
SCHRODINGER INC
-$18.9M
1,071,511
-33%
建仓
DKS
DICKS SPORTING GOODS INC
+$18.6M
186,022
清仓
—
MIRATI THERAPEUTICS INC
-$18.5M
0
-100%
减持
FIGS
FIGS INC
-$18.3M
2,053,271
-9%
减持
HD
HOME DEPOT INC
-$18.1M
26,963
-57%
增持
BYD
BOYD GAMING CORP
+$18.1M
3,261,996
+9%
减持
—
PAYA HOLDINGS INC
-$17.7M
768,150
-78%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$17.5M
3,821,995
-35%
减持
IEX
IDEX CORP
-$17.5M
381,255
-1%
建仓
MDB
MONGODB INC
+$17.4M
39,149
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$16.9M
2,509,475
-0%
建仓
GTLS
CHART INDS INC
+$16.8M
98,017
增持
DDOG
DATADOG INC
+$16.7M
524,008
+49%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$16.5M
3,873,722
+37%
减持
MGM
MGM RESORTS INTERNATIONAL
-$16.5M
2,235,446
-9%
减持
CG
CARLYLE GROUP INC
-$16.4M
2,414,842
-1%
减持
MSFT
MICROSOFT CORP
-$16.1M
534,986
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$16.0M
145,490
-13%
减持
—
ASPEN TECHNOLOGY INC
+$16.0M
1,245,459
-0%
增持
FICO
FAIR ISAAC CORP
+$15.6M
171,232
+16%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
-$15.5M
4,362,526
+1%
增持
CBRE
CBRE GROUP INC
-$15.5M
1,233,158
+4%
减持
TOL
TOLL BROTHERS INC
-$15.4M
193,787
-43%
减持
DXCM
DEXCOM INC
-$15.2M
369,969
-3%
减持
—
DIVERSEY HLDGS LTD
-$15.1M
1,714,456
-19%
减持
MELI
MERCADOLIBRE INC
-$14.8M
84,496
-1%
减持
PAR
PAR TECHNOLOGY CORP
-$14.8M
1,067,301
-3%
减持
LBRDK
LIBERTY BROADBAND CORP
-$14.7M
466,561
-3%
清仓
FOUR
SHIFT4 PMTS INC
-$14.5M
0
-100%
减持
JLL
JONES LANG LASALLE INC
-$14.4M
304,546
-6%
减持
CYRX
CRYOPORT INC
-$14.2M
530,097
-4%
