小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 59
减持 77
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA MOTORS INC
-$2.34B
5,809,156
+0%
减持
IDXX
IDEXX LABS INC
-$508.0M
2,420,040
-2%
减持
IT
GARTNER INC
-$317.0M
5,177,693
-2%
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
MSCI
MSCI INC
-$205.9M
2,197,058
-1%
增持
MTN
VAIL RESORTS INC
-$195.2M
4,626,477
+0%
减持
PENN
PENN NATL GAMING INC
-$185.9M
8,694,310
-18%
减持
ANSS
ANSYS INC
-$174.0M
1,894,146
-4%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE C
-$160.1M
2,540,093
-12%
增持
SHOP
SHOPIFY INC
-$153.7M
2,741,983
+674%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$152.6M
3,909,345
-14%
减持
CHH
CHOICE HOTELS INTL INC
-$142.4M
4,596,806
-1%
减持
TECH
BIO TECHNE CORP
-$133.1M
1,451,376
-1%
减持
FDS
FACTSET RESH SYS INC
-$132.6M
2,674,282
-0%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$132.0M
4,957,471
-8%
增持
SCHW
SCHWAB CHARLES CORP NEW
-$129.4M
6,622,530
+2%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$127.0M
1,171,557
-0%
减持
H
HYATT HOTELS CORP
-$122.6M
5,379,160
-1%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$120.3M
4,222,769
-3%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$113.7M
2,594,902
+3%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$112.7M
6,162,843
+6%
增持
RRR
RED ROCK RESORTS INC
-$102.2M
8,386,545
+7%
减持
BYD
BOYD GAMING CORP
-$101.8M
2,266,120
-31%
增持
AMZN
AMAZON COM INC
-$101.4M
1,502,137
+1776%
减持
—
ASPEN TECHNOLOGY INC
-$99.3M
580,685
-53%
增持
—
SPOTIFY TECHNOLOGY S A
-$94.0M
1,854,718
+5%
增持
CSGP
COSTAR GROUP INC
-$93.4M
19,237,520
+2%
增持
DAVA
ENDAVA PLC
-$91.1M
2,446,074
+6%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$90.5M
359,034
-2%
增持
DXCM
DEXCOM INC
-$79.7M
1,470,074
+297%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$79.2M
2,623,893
-15%
减持
GOOG
ALPHABET INC
-$78.6M
69,151
-16%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$73.2M
1,234,951
-1%
减持
VLD
VELO3D INC
-$68.5M
7,052,545
-18%
减持
DEI
DOUGLAS EMMETT INC
-$68.0M
5,812,205
-2%
增持
CNS
COHEN & STEERS INC
-$66.6M
3,120,610
+1%
增持
CPNG
COUPANG INC
+$64.8M
6,780,906
+454%
减持
—
ARCH CAP GROUP LTD
-$63.7M
21,491,448
-0%
减持
—
MANCHESTER UNITED PLC NEW
-$63.5M
1,553,888
-72%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$62.1M
0
-100%
增持
NVDA
NVIDIA CORP
-$58.8M
519,248
+3%
减持
PEGA
PEGASYSTEMS INC
-$55.3M
948,124
-24%
清仓
—
SIX FLAGS ENTMT CORP NEW
-$54.4M
0
-100%
减持
TRIP
TRIPADVISOR INC
-$52.3M
96,391
-95%
减持
MELI
MERCADOLIBRE INC
-$51.5M
76,983
-9%
增持
ILMN
ILLUMINA INC
-$50.6M
584,609
+29%
增持
—
CERIDIAN HCM HLDG INC
-$47.7M
3,492,708
+13%
减持
MGM
MGM RESORTS INTERNATIONAL
-$46.2M
1,641,518
-27%
减持
—
WIX COM LTD
-$46.0M
916,641
-10%
减持
GDS
GDS HLDGS LTD
-$43.7M
1,229,442
-43%
减持
—
AZEK CO INC
-$42.7M
1,150,000
-54%
清仓
—
HOWARD HUGHES CORP
-$42.7M
0
-100%
增持
GTLS
CHART INDS INC
+$41.8M
350,037
+257%
减持
CG
CARLYLE GROUP INC
-$41.7M
2,414,652
-0%
增持
—
NUVEI CORPORATION
-$41.2M
1,368,599
+14%
增持
TTD
THE TRADE DESK INC
-$41.2M
1,626,342
+3%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$40.7M
0
-100%
减持
INSP
INSPIRE MED SYS INC
-$40.4M
289,236
-20%
减持
MKTX
MARKETAXESS HLDGS INC
-$40.3M
231,318
-21%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$40.1M
14,522,360
-0%
减持
TRU
TRANSUNION
-$39.1M
1,597,101
-1%
减持
MORN
MORNINGSTAR INC
-$38.9M
1,155,415
-1%
减持
PRI
PRIMERICA INC
-$38.9M
2,029,953
-1%
减持
GFI
GOLD FIELDS LTD
-$38.4M
4,844,041
-9%
增持
BIDU
BAIDU INC
+$38.2M
1,034,650
+18%
增持
VRSK
VERISK ANALYTICS INC
-$37.8M
1,218,138
+5%
清仓
—
SAILPOINT TECHNOLOGIES HLDGS
-$37.7M
0
-100%
减持
GH
GUARDANT HEALTH INC
-$37.6M
588,645
-36%
减持
—
AMERICAN CAMPUS CMNTYS INC
-$37.1M
27,559
-96%
增持
DLR
DIGITAL RLTY TR INC
+$36.5M
306,975
+1189%
减持
VRSN
VERISIGN INC
-$36.4M
660,068
-0%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$36.1M
3,761,776
-3%
减持
—
CREDICORP LTD
-$35.6M
566,939
-6%
建仓
—
LUFAX HOLDING LTD
+$34.4M
5,726,282
减持
SPHR
MADISON SQUARE GRDN ENTERTNM
-$33.4M
150,000
-70%
减持
—
CLARIVATE ANALYTICS PLC
-$33.2M
2,947,536
-33%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$33.1M
1,716,539
+62%
清仓
—
BERRY GLOBAL GROUP INC
-$31.9M
0
-100%
增持
NET
CLOUDFLARE INC
-$31.2M
681,901
+34%
增持
—
BROOKFIELD ASSET MGMT INC
-$31.1M
2,920,872
+3%
增持
TREX
TREX CO INC
-$30.8M
3,417,043
+3%
减持
MSFT
MICROSOFT CORP
-$30.3M
524,333
-2%
减持
—
XP INC
-$30.1M
1,847,377
-12%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$29.7M
12,292,582
+0%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$29.1M
338,942
-62%
建仓
SPT
SPROUT SOCIAL INC
+$29.0M
500,000
增持
CGNX
COGNEX CORP
-$28.8M
1,500,000
+25%
增持
TWLO
TWILIO INC
-$27.0M
359,274
+4%
增持
AVB
AVALONBAY CMNTYS INC
+$26.9M
193,800
+347%
增持
TFX
TELEFLEX INC
-$26.8M
246,028
+0%
减持
HGV
HILTON GRAND VACATIONS INC
-$26.5M
528,171
-39%
增持
—
COOPER COS INC
-$26.2M
251,804
+0%
减持
UTZ
UTZ BRANDS INC
-$25.8M
3,350,000
-31%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$25.1M
574,382
+7%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$25.1M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
-$24.6M
7,650,000
+22%
减持
EPAM
EPAM SYS INC
-$24.3M
262,259
-23%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$24.2M
0
-100%
增持
GTLB
GITLAB INC
+$23.9M
684,809
+198%
减持
MIR
MIRION TECHNOLOGIES INC
-$23.8M
1,193,904
-69%
减持
EQR
EQUITY RESIDENTIAL
-$23.8M
626,595
-18%
增持
SNOW
SNOWFLAKE INC
-$22.6M
538,660
+27%
增持
FBIN
FORTUNE BRANDS HOME & SEC IN
+$22.6M
510,696
+373%
增持
FIGS
FIGS INC
-$22.3M
2,400,402
+17%
增持
ROP
ROPER INDUSTRIES INC NEW
-$22.2M
287,053
+0%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$22.0M
4,112,756
+6%
增持
VTR
VENTAS INC
+$21.7M
612,604
+287%
减持
—
INNOVID CORP
-$21.5M
4,202,554
-11%
增持
DDOG
DATADOG INC
-$21.0M
613,213
+17%
减持
MXCT
MAXCYTE INC
-$20.8M
2,391,158
-48%
增持
MRCY
MERCURY SYS INC
+$20.7M
2,417,585
+16%
增持
SKIN
THE BEAUTY HEALTH COMPANY
+$20.6M
7,168,184
+69%
减持
HUBS
HUBSPOT INC
-$20.4M
106,956
-3%
减持
JD
JD.COM INC
-$19.8M
988,162
-31%
减持
—
ALTAIR ENGR INC
-$19.5M
1,634,730
-0%
减持
—
KORNIT DIGITAL LTD
-$18.9M
124,594
-55%
增持
DH
DEFINITIVE HEALTHCARE CORP
+$18.8M
2,096,998
+76%
增持
—
AFYA LTD
-$18.7M
4,702,492
+4%
增持
BILL
BILL COM HLDGS INC
-$18.6M
171,525
+4%
清仓
CYRX
CRYOPORT INC
-$18.5M
0
-100%
减持
CDNA
CAREDX INC
-$18.4M
1,038,971
-6%
减持
DNUT
KRISPY KREME INC
-$18.4M
2,774,481
-27%
增持
SG
SWEETGREEN INC
-$18.3M
1,625,582
+40%
减持
SE
SEA LTD
-$18.2M
25,298
-85%
清仓
SNAP
SNAP INC
-$18.0M
0
-100%
清仓
ACCD
ACCOLADE INC
-$17.8M
0
-100%
减持
ZLAB
ZAI LAB LTD
-$17.6M
1,728,961
-2%
减持
WDAY
WORKDAY INC
-$17.4M
65,715
-41%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$17.3M
3,250,000
-15%
减持
SDGR
SCHRODINGER INC
-$17.3M
728,837
-32%
减持
JEF
JEFFERIES FINL GROUP INC
-$17.3M
11,200
-98%
增持
CAKE
CHEESECAKE FACTORY INC
-$16.9M
2,451,645
+19%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
-$16.8M
2,584,956
-1%
增持
PLD
PROLOGIS INC
+$16.8M
385,585
+118%
减持
—
AVALARA INC
-$16.7M
408,533
-11%
减持
VMC
VULCAN MATLS CO
-$16.2M
226,908
-14%
增持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$15.9M
2,000,000
+100%
减持
WRBY
WARBY PARKER INC
-$15.8M
553,544
-15%
增持
JLL
JONES LANG LASALLE INC
-$15.7M
327,542
+8%
增持
BX
BLACKSTONE INC
+$15.4M
560,878
+99%
减持
DKS
DICKS SPORTING GOODS INC
-$15.3M
43,320
-77%
增持
LEN
LENNAR CORP
+$15.2M
364,241
+182%
清仓
—
SARISSA CAPITAL ACQUISITN CO
-$15.0M
0
-100%
减持
INDI
INDIE SEMICONDUCTOR INC
-$14.6M
4,257,812
-15%
增持
—
FIVERR INTL LTD
-$14.3M
378,862
+5%
增持
RBC
RBC BEARINGS INC
+$14.2M
396,786
+30%
增持
ISRG
INTUITIVE SURGICAL INC
-$14.0M
149,098
+2%
减持
TS
TENARIS S A
-$13.4M
1,818,275
-9%
增持
POOL
POOL CORPORATION
+$13.4M
64,888
+193%
减持
KRG
KITE RLTY GROUP TR
-$13.0M
813,647
-32%
减持
DNLI
DENALI THERAPEUTICS INC
-$13.0M
275,705
-58%
