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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项建仓 12增持 40减持 89清仓 9

方向

标的

Δ市值

现股数(环比)

增持

TSLA TESLA INC

-$2.47B

17,527,857 +0%

减持

— ARCH CAP GROUP LTD

+$365.7M

21,416,320 -0%

减持

IT GARTNER INC

+$215.7M

4,898,788 -5%

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

IDXX IDEXX LABS INC

+$190.5M

2,373,586 -1%

减持

CSGP COSTAR GROUP INC

+$135.7M

19,110,203 -1%

减持

— SPOTIFY TECHNOLOGY S A

-$123.8M

352,982 -80%

减持

MTD METTLER TOLEDO INTERNATIONAL

+$120.6M

341,586 -1%

清仓

— BROOKFIELD ASSET MGMT INC

-$111.7M

0 -100%

减持

IRDM IRIDIUM COMMUNICATIONS INC

+$101.5M

14,511,318 -0%

建仓

BN BROOKFIELD CORP

+$98.3M

3,125,510

减持

MSCI MSCI INC

+$90.8M

2,173,857 -0%

减持

MTN VAIL RESORTS INC

+$89.6M

4,590,548 -1%

减持

AMZN AMAZON COM INC

-$82.2M

955,485 -34%

减持

SCHW SCHWAB CHARLES CORP NEW

+$75.4M

6,714,646 -0%

减持

GTM ZOOMINFO TECHNOLOGIES INC

-$69.1M

3,597,802 -16%

减持

GLPI GAMING & LEISURE PPTYS INC

+$68.2M

8,886,021 -0%

减持

RIVN RIVIAN AUTOMOTIVE INC

-$59.7M

3,733,105 -4%

增持

TECH BIO TECHNE CORP

+$52.1M

5,519,062 +287%

增持

ANSS ANSYS INC

+$51.9M

1,953,122 +3%

减持

LVS LAS VEGAS SANDS CORP

-$48.6M

282,807 -83%

建仓

— SILK RD MED INC

+$41.5M

785,281

减持

H HYATT HOTELS CORP

+$40.9M

5,159,866 -2%

减持

RRR RED ROCK RESORTS INC

+$40.3M

8,165,173 -2%

增持

TOL TOLL BROTHERS INC

+$39.9M

1,264,403 +128%

清仓

— SILK ROAD MEDICAL INC

-$39.3M

0 -100%

减持

CRWD CROWDSTRIKE HLDGS INC

-$38.1M

547,830 -6%

增持

NEOG NEOGEN CORP

+$36.6M

3,968,412 +132%

减持

SSNC SS&C TECHNOLOGIES HOLDINGS INC

-$36.6M

1,198,769 -42%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$36.4M

3,847,405 +5%

减持

PGNY PROGYNY INC

-$36.2M

1,163,928 -40%

减持

DXCM DEXCOM INC

+$35.1M

1,355,587 -8%

减持

PRI PRIMERICA INC

+$32.7M

1,950,643 -1%

减持

WST WEST PHARMACEUTICAL SVSC INC

-$32.1M

1,075,453 -7%

减持

BIDU BAIDU INC

-$31.8M

739,412 -25%

增持

GTLS CHART INDS INC

+$31.0M

909,214 +127%

减持

FICO FAIR ISAAC CORP

+$30.0M

168,056 -2%

减持

INVH INVITATION HOMES INC

-$30.0M

410,155 -67%

减持

VAC MARRIOTT VACATIONS WORLDWIDE C

+$28.3M

2,683,891 -2%

减持

— CERIDIAN HCM HLDG INC

+$28.2M

3,487,236 -0%

减持

BX BLACKSTONE INC

-$27.0M

276,728 -51%

减持

EPAM EPAM SYS INC

-$26.6M

169,660 -25%

减持

GOOG ALPHABET INC

-$26.6M

615,117 -27%

减持

— ASPEN TECHNOLOGY INC

-$26.5M

544,939 -6%

增持

LEN LENNAR CORP

+$25.9M

535,325 +77%

增持

PLD PROLOGIS INC

+$25.5M

766,060 +28%

减持

GH GUARDANT HEALTH INC

-$25.0M

237,734 -59%

增持

JD JD.COM INC

+$24.8M

1,257,053 +38%

减持

VLD VELO3D INC

-$24.1M

9,810,905 -7%

增持

TTD THE TRADE DESK INC

-$24.0M

1,756,127 +2%

减持

EQR EQUITY RESIDENTIAL

-$23.7M

28,971 -92%

清仓

— PING IDENTITY HLDG CORP

-$23.5M

0 -100%

建仓

BAM BROOKFIELD ASSET MANAGMT LTD

+$23.5M

818,867

减持

— REVANCE THERAPEUTICS INC

-$23.2M

1,257,708 -27%

增持

EQIX EQUINIX INC

+$23.2M

183,631 +8%

减持

GOOGL ALPHABET INC

-$22.8M

37,561 -86%

减持

EFOR ASGN INC

-$22.1M

2,043,781 -2%

减持

CPNG COUPANG INC

-$21.6M

4,455,276 -15%

减持

SKIN THE BEAUTY HEALTH COMPANY

-$21.6M

4,834,672 -13%

减持

— NUVEI CORPORATION

-$20.4M

705,000 -50%

增持

FIGS FIGS INC

-$20.3M

16,243,988 +3%

增持

DHI D R HORTON INC

+$20.0M

459,181 +48%

减持

ROP ROPER INDUSTRIES INC NEW

+$19.9M

286,157 -1%

清仓

— ATLASSIAN CORP PLC

-$19.9M

0 -100%

减持

SITE SITEONE LANDSCAPE SUPPLY INC

+$19.7M

1,701,036 -2%

减持

VRSN VERISIGN INC

+$19.5M

653,143 -1%

减持

DEI DOUGLAS EMMETT INC

-$19.4M

5,386,562 -7%

减持

— AXONICS MODULATION TECHNOLOG

-$19.0M

1,773,014 -4%

建仓

SHW SHERWIN WILLIAMS CO

+$18.8M

79,157

清仓

NTST NETSTREIT CORP

-$18.8M

0 -100%

增持

YMM FULL TRUCK ALLIANCE CO LTD

+$18.1M

11,879,963 +1%

减持

HUBS HUBSPOT INC

-$17.1M

22,490 -74%

增持

— COOPER COS INC

+$17.0M

244,839 +1%

增持

NVDA NVIDIA CORP

+$16.4M

578,093 +3%

减持

AVB AVALONBAY CMNTYS INC

-$15.9M

6,019 -93%

增持

HLI HOULIHAN LOKEY INC

+$15.3M

1,301,173 +0%

增持

VRSK VERISK ANALYTICS INC

+$15.2M

1,284,392 +4%

减持

DAVA ENDAVA PLC

-$14.9M

2,421,140 -2%

增持

CBRE CBRE GROUP INC

+$14.2M

1,248,811 +3%

增持

GDYN GRID DYNAMICS HLDGS INC

-$14.1M

3,000,000 +18%

减持

FIS FIDELITY NATL INFORMATION SV

-$13.9M

534,907 -20%

增持

AMT AMERICAN TOWER CORP

+$13.6M

335,789 +25%

增持

FND FLOOR & DECOR HLDGS INC

+$13.6M

2,752,790 +9%

增持

ISRG INTUITIVE SURGICAL INC

+$13.6M

163,543 +3%

增持

SNOW SNOWFLAKE INC

-$13.5M

522,059 +0%

增持

ARE ALEXANDRIA REAL ESTATE EQ IN

+$13.3M

1,284,171 +4%

清仓

— DRAFTKINGS INC

-$13.2M

0 -100%

减持

BABA ALIBABA GROUP HLDG LTD

+$13.1M

2,016,761 -2%

清仓

— RXR ACQUISITION CORP

-$12.9M

0 -100%

减持

— WIX COM LTD

-$12.8M

215,354 -43%

减持

DH DEFINITIVE HEALTHCARE CORP

-$12.7M

1,966,635 -11%

增持

— ICON PLC

+$12.2M

935,851 +1%

减持

MKTX MARKETAXESS HLDGS INC

+$12.2M

227,699 -1%

减持

CHH CHOICE HOTELS INTL INC

+$12.1M

4,576,060 -0%

减持

— DLOCAL LTD

-$11.9M

958,234 -27%

增持

— SMARTSHEET INC

+$11.5M

741,604 +44%

减持

AXON AXON ENTERPRISE INC

+$11.3M

313,300 -11%

增持

SBAC SBA COMMUNICATIONS CORP

+$11.1M

751,296 +7%

建仓

— CYBERARK SOFTWARE LTD

+$11.0M

84,970

增持

— MANCHESTER UNITED PLC NEW

+$10.8M

569,759 +205%

增持

REXR REXFORD INDL RLTY INC

+$10.6M

1,632,341 +8%

增持

EXR EXTRA SPACE STORAGE INC

+$10.6M

128,647 +167%

增持

EWCZ EUROPEAN WAX CTR INC

-$10.4M

3,000,922 +16%

减持

VEEV VEEVA SYS INC

-$10.2M

749,910 -6%

减持

— XP INC

-$10.1M

1,173,594 -21%

建仓

DKNG DRAFTKINGS INC

+$10.0M

875,000

增持

RCKT ROCKET PHARMACEUTICALS INC

+$9.9M

522,345 +2512%

减持

ACMR ACM RESH INC

-$9.4M

571,123 -49%

减持

ARGX ARGENX SE

-$9.3M

364,286 -13%

减持

CDW CDW CORP

+$9.2M

445,221 -1%

增持

— ASML HOLDING N V

+$9.1M

57,340 +7%

减持

ZS ZSCALER INC

-$9.1M

128,256 -10%

减持

COLD AMERICOLD RLTY TR

-$9.0M

1,288,513 -30%

减持

QLYS QUALYS INC

-$8.8M

225,900 -8%

减持

BFAM BRIGHT HORIZONS FAM SOL IN D

+$8.5M

2,252,672 -3%

减持

APH AMPHENOL CORP NEW

+$8.4M

1,010,491 -1%

减持

MGM MGM RESORTS INTERNATIONAL

-$8.4M

818,306 -32%

清仓

— AZEK CO INC

-$8.3M

0 -100%

减持

TXG 10X GENOMICS INC

-$8.3M

19,400 -94%

增持

DDOG DATADOG INC

-$8.2M

776,144 +6%

建仓

RH RH

+$8.2M

30,702

减持

IEX IDEX CORP

+$7.9M

393,394 -4%

增持

— CREDICORP LTD

+$7.8M

576,098 +1%

减持

RBC RBC BEARINGS INC

-$7.7M

356,986 -10%

减持

MA MASTERCARD INC

+$7.7M

161,358 -5%

建仓

MRVI MARAVAI LIFESCIENCES HLDGS I

+$7.4M

516,000

减持

— WILLIS TOWERS WATSON PUB LTD

+$7.4M

172,733 -1%

减持

GFI GOLD FIELDS LTD

+$7.3M

4,129,265 -6%

减持

BWIN BRP GROUP INC

-$7.3M

3,777,626 -3%

建仓

HLT HILTON WORLDWIDE HLDGS INC

+$7.2M

57,132

减持

DNUT KRISPY KREME INC

-$7.1M

3,828,966 -5%

减持

YUMC YUM CHINA HLDGS INC

-$6.8M

1,051,038 -23%

减持

GWRE GUIDEWIRE SOFTWARE INC

-$6.8M

5,879,510 -3%

减持

FBIN FORTUNE BRANDS HOME & SEC IN

-$6.6M

378,388 -28%

减持

CG CARLYLE GROUP INC

+$6.6M

2,172,627 -4%

建仓

EGP EASTGROUP PPTYS INC

+$6.6M

44,573

增持

META META PLATFORMS INC

+$6.4M

123,854 +98%

增持

AMD ADVANCED MICRO DEVICES INC

+$6.4M

184,187 +112%

减持

IBP INSTALLED BLDG PRODS INC

-$6.3M

1,272,472 -11%

减持

NVTS NAVITAS SEMICONDUCTOR CORP

-$6.3M

3,382,071 -10%

减持

SG SWEETGREEN INC

-$6.2M

343,447 -31%

减持

SDGR SCHRODINGER INC

-$6.1M

619,545 -12%

减持

TRU TRANSUNION

-$6.0M

1,582,853 -2%

清仓

— DUKE REALTY CORP

-$6.0M

0 -100%

增持

SPG SIMON PPTY GROUP INC NEW

+$5.8M

62,490 +254%

减持

ONT MONTROSE ENVIRONMENTAL GROUP

+$5.7M

706,337 -7%

减持

ZLAB ZAI LAB LTD

-$5.5M

1,353,815 -2%

建仓

TEAM ATLASSIAN CORPORATION

+$5.4M

41,753

减持

TS TENARIS S A

+$5.4M

1,147,742 -15%

减持

KNSL KINSALE CAP GROUP INC

-$5.3M

2,077,065 -3%

建仓

CI CIGNA CORP

+$5.3M

16,000