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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 57
减持 83
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$721.5M
17,468,447
+201%
增持
CSGP
COSTAR GROUP INC
+$179.0M
19,254,880
+0%
减持
IT
GARTNER INC
+$178.9M
5,171,825
-0%
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。
建仓
—
ASPEN TECHNOLOGY INC
+$138.4M
580,972
增持
FIGS
FIGS INC
+$107.8M
15,717,196
+555%
清仓
—
ASPEN TECHNOLOGY INC
-$106.7M
0
-100%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$98.9M
14,521,934
-0%
减持
TECH
BIO TECHNE CORP
-$97.8M
1,427,064
-2%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$85.7M
2,318,297
-11%
减持
BABA
ALIBABA GROUP HLDG LTD
-$77.5M
2,057,140
-3%
减持
IDXX
IDEXX LABS INC
-$71.0M
2,387,395
-1%
增持
GOOG
ALPHABET INC
-$70.1M
844,139
+1121%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$69.4M
3,649,901
-7%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$69.0M
1,159,204
-1%
减持
MRCY
MERCURY SYS INC
-$68.2M
2,151,585
-11%
增持
SCHW
SCHWAB CHARLES CORP NEW
+$65.2M
6,729,338
+2%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$62.9M
6,083,288
-1%
减持
KNSL
KINSALE CAP GROUP INC
+$55.3M
2,147,549
-0%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$53.4M
2,072,919
-21%
增持
FDS
FACTSET RESH SYS INC
+$45.3M
2,683,674
+0%
减持
PEGA
PEGASYSTEMS INC
-$40.0M
165,667
-83%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$39.3M
344,216
-4%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE C
+$37.8M
2,732,088
+8%
减持
BIDU
BAIDU INC
-$37.5M
990,572
-4%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$37.0M
4,258,352
+1%
减持
MORN
MORNINGSTAR INC
-$35.2M
1,150,415
-0%
增持
TTD
THE TRADE DESK INC
+$34.6M
1,719,553
+6%
增持
TREX
TREX CO INC
-$34.6M
3,445,706
+1%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$34.4M
11,749,265
-4%
减持
DLR
DIGITAL RLTY TR INC
-$33.6M
63,475
-79%
减持
ANSS
ANSYS INC
-$33.3M
1,894,049
-0%
增持
VLD
VELO3D INC
+$31.9M
10,574,829
+50%
增持
TRU
TRANSUNION
-$31.9M
1,611,234
+1%
清仓
VTR
VENTAS INC
-$31.5M
0
-100%
增持
—
CERIDIAN HCM HLDG INC
+$31.1M
3,499,034
+0%
减持
—
WIX COM LTD
-$30.8M
374,961
-59%
减持
PENN
PENN ENTERTAINMENT INC
-$28.7M
8,570,356
-1%
减持
VEEV
VEEVA SYS INC
-$28.7M
796,079
-1%
减持
H
HYATT HOTELS CORP
+$28.2M
5,259,610
-2%
减持
TFX
TELEFLEX INC
-$28.0M
161,431
-34%
减持
TWLO
TWILIO INC
-$27.8M
33,684
-91%
减持
—
AVALARA INC
-$27.1M
18,719
-95%
减持
SKIN
THE BEAUTY HEALTH COMPANY
-$26.6M
5,561,512
-22%
减持
DEI
DOUGLAS EMMETT INC
-$26.2M
5,793,220
-0%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$24.1M
1,727,527
+1%
增持
CAKE
CHEESECAKE FACTORY INC
+$23.5M
3,013,783
+23%
增持
—
REVANCE THERAPEUTICS INC
+$23.2M
1,720,508
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$22.9M
1,564
-98%
减持
CBRE
CBRE GROUP INC
-$22.7M
1,213,855
-15%
增持
—
ICON PLC
-$22.3M
922,537
+4%
减持
—
SPOTIFY TECHNOLOGY S A
-$22.3M
1,757,883
-5%
增持
RPAY
REPAY HLDGS CORP
-$21.4M
3,915,000
+3%
减持
AVB
AVALONBAY CMNTYS INC
-$20.8M
91,435
-53%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$20.7M
8,920,143
-2%
减持
LBRDK
LIBERTY BROADBAND CORP
-$20.4M
431,501
-4%
减持
EQR
EQUITY RESIDENTIAL
-$19.9M
377,403
-40%
增持
TXRH
TEXAS ROADHOUSE INC
+$19.6M
276,478
+352%
减持
GDS
GDS HLDGS LTD
-$19.6M
1,216,383
-1%
减持
CG
CARLYLE GROUP INC
-$18.2M
2,252,652
-7%
减持
—
BROOKFIELD ASSET MGMT INC
-$18.2M
2,732,620
-6%
建仓
—
SMARTSHEET INC
+$17.7M
515,743
减持
JD
JD.COM INC
-$17.7M
910,119
-8%
增持
GDYN
GRID DYNAMICS HLDGS INC
+$17.5M
2,550,000
+42%
增持
NEOG
NEOGEN CORP
-$17.2M
1,708,134
+0%
增持
MELI
MERCADOLIBRE INC
+$17.1M
79,873
+4%
增持
NTST
NETSTREIT CORP
+$17.0M
1,054,626
+995%
减持
JLL
JONES LANG LASALLE INC
-$16.8M
268,202
-18%
减持
HLLY
HOLLEY INC
-$16.7M
1,000,000
-49%
减持
—
CLEARWATER ANALYTICS HLDGS I
+$16.4M
3,673,632
-2%
增持
DAVA
ENDAVA PLC
-$15.8M
2,482,508
+1%
增持
PLD
PROLOGIS INC
+$15.5M
598,590
+55%
增持
GTLS
CHART INDS INC
+$15.2M
400,037
+14%
减持
MSCI
MSCI INC
+$14.9M
2,182,211
-1%
减持
WOOF
PETCO HEALTH & WELLNESS CO I
-$14.9M
1,315,228
-34%
减持
—
COOPER COS INC
-$14.8M
242,511
-4%
减持
—
MANCHESTER UNITED PLC NEW
-$14.8M
187,056
-88%
增持
—
LUFAX HOLDING LTD
-$14.5M
7,808,671
+36%
清仓
KRG
KITE RLTY GROUP TR
-$14.1M
0
-100%
增持
DH
DEFINITIVE HEALTHCARE CORP
-$13.8M
2,205,235
+5%
减持
SNOW
SNOWFLAKE INC
+$13.5M
520,316
-3%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$13.5M
371,856
-29%
减持
ZLAB
ZAI LAB LTD
-$12.9M
1,375,817
-20%
减持
YUMC
YUM CHINA HLDGS INC
-$12.8M
1,357,897
-15%
增持
MSFT
MICROSOFT CORP
-$12.5M
524,368
+0%
减持
—
AFYA LTD
+$12.5M
4,373,723
-7%
增持
NET
CLOUDFLARE INC
+$12.5M
764,489
+12%
减持
HGV
HILTON GRAND VACATIONS INC
-$12.3M
198,508
-62%
增持
SMRT
SMARTRENT INC
-$12.2M
5,465,034
+0%
减持
ARGX
ARGENX SE
-$12.1M
417,201
-1%
减持
AMT
AMERICAN TOWER CORP
-$11.8M
267,778
-1%
减持
TS
TENARIS S A
-$11.7M
1,353,831
-26%
减持
MGM
MGM RESORTS INTERNATIONAL
-$11.7M
1,205,224
-27%
减持
LOW
LOWES COS INC
-$11.7M
128,789
-37%
增持
EQIX
EQUINIX INC
-$11.6M
170,673
+3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$11.6M
664,532
-1%
减持
MDB
MONGODB INC
-$11.5M
4,469
-91%
减持
OKTA
OKTA INC
-$11.4M
10,425
-92%
增持
—
NUVEI CORPORATION
-$11.1M
1,418,008
+4%
增持
NOW
SERVICENOW INC
-$11.1M
114,038
+0%
减持
—
AZEK CO INC
-$10.9M
500,000
-57%
减持
FND
FLOOR & DECOR HLDGS INC
+$10.9M
2,533,914
-5%
增持
NVDA
NVIDIA CORP
-$10.7M
560,569
+8%
减持
PAR
PAR TECHNOLOGY CORP
-$10.5M
1,029,597
-6%
增持
INDI
INDIE SEMICONDUCTOR INC
+$10.3M
4,722,869
+11%
减持
BV
BRIGHTVIEW HLDGS INC
-$10.3M
2,401,614
-2%
增持
SBAC
SBA COMMUNICATIONS CORP
-$9.9M
700,940
+7%
减持
CHH
CHOICE HOTELS INTL INC
-$9.8M
4,596,198
-0%
减持
SG
SWEETGREEN INC
-$9.8M
496,087
-69%
增持
—
ATLASSIAN CORP PLC
+$9.5M
94,266
+71%
增持
ROP
ROPER INDUSTRIES INC NEW
-$9.5M
288,533
+1%
减持
TXG
10X GENOMICS INC
-$9.4M
315,279
-22%
增持
DNUT
KRISPY KREME INC
+$8.9M
4,046,476
+46%
增持
DXCM
DEXCOM INC
+$8.9M
1,470,746
+0%
减持
GFI
GOLD FIELDS LTD
-$8.8M
4,374,870
-10%
增持
SHOP
SHOPIFY INC
+$8.8M
3,505,552
+28%
减持
PSA
PUBLIC STORAGE
-$8.8M
141,224
-12%
增持
BWIN
BRP GROUP INC
+$8.6M
3,881,222
+0%
减持
HUBS
HUBSPOT INC
-$8.5M
87,435
-18%
减持
AZTA
AZENTA INC
-$8.4M
93,000
-46%
减持
PGNY
PROGYNY INC
+$8.4M
1,954,628
-11%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$8.2M
3,745,471
+45%
增持
IEX
IDEX CORP
+$8.1M
410,130
+1%
清仓
KIND
NEXTDOOR HOLDINGS INC
-$8.1M
0
-100%
减持
HD
HOME DEPOT INC
-$8.1M
24,699
-54%
减持
MKTX
MARKETAXESS HLDGS INC
-$7.9M
230,546
-0%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$7.9M
0
-100%
增持
POOL
POOL CORPORATION
+$7.8M
96,187
+48%
减持
GH
GUARDANT HEALTH INC
+$7.7M
584,050
-1%
增持
—
CLARIVATE ANALYTICS PLC
-$7.5M
3,554,603
+21%
增持
SPT
SPROUT SOCIAL INC
+$7.4M
600,000
+20%
清仓
TNDM
TANDEM DIABETES CARE INC
-$7.2M
0
-100%
减持
—
E2OPEN PARENT HOLDINGS INC
-$7.1M
2,501,844
-13%
增持
EWCZ
EUROPEAN WAX CTR INC
+$7.0M
2,590,400
+12%
减持
ACMR
ACM RESH INC
-$6.9M
1,109,333
-10%
减持
INVH
INVITATION HOMES INC
-$6.9M
1,248,040
-9%
增持
DDOG
DATADOG INC
+$6.8M
734,958
+20%
增持
GOOGL
ALPHABET INC
-$6.6M
273,084
+1718%
减持
RRR
RED ROCK RESORTS INC
+$6.6M
8,359,021
-0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$6.5M
26,722
+223%
增持
LPLA
LPL FINL HLDGS INC
+$6.3M
68,692
+45%
减持
—
ON HLDG AG
-$6.3M
30,347
-92%
增持
DHI
D R HORTON INC
+$6.0M
310,836
+37%
清仓
NVO
NOVO-NORDISK A S
-$5.9M
0
-100%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$5.8M
1,800,000
-10%
减持
BYD
BOYD GAMING CORP
-$5.6M
2,247,963
-1%
减持
MA
MASTERCARD INC
-$5.4M
170,350
-0%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$5.4M
1,239,332
+0%
增持
CDNA
CAREDX INC
+$5.3M
1,621,839
+56%
建仓
ELV
ELEVANCE HEALTH INC
+$5.3M
11,600
增持
PLNT
PLANET FITNESS INC
-$5.2M
1,000,000
+8%
