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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 6增持 66减持 64清仓 14

方向

标的

Δ市值

现股数(环比)

增持

TSLA TESLA INC

+$1.49B

17,606,894 +0%

减持

IDXX IDEXX LABS INC

+$210.0M

2,356,243 -1%

减持

MSCI MSCI INC

+$204.8M

2,172,566 -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。

增持

ANSS ANSYS INC

+$181.2M

1,962,217 +0%

减持

CSGP COSTAR GROUP INC

-$170.7M

18,970,081 -1%

增持

SCHW SCHWAB CHARLES CORP NEW

-$159.4M

7,630,034 +14%

减持

IRDM IRIDIUM COMMUNICATIONS INC

+$148.4M

14,440,447 -0%

增持

GWRE GUIDEWIRE SOFTWARE INC

+$133.2M

6,106,230 +4%

减持

WST WEST PHARMACEUTICAL SVSC INC

+$115.9M

1,065,115 -1%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$111.6M

4,280,903 +11%

减持

H HYATT HOTELS CORP

+$108.8M

5,148,507 -0%

减持

— ARCH CAP GROUP LTD

+$100.5M

21,290,775 -1%

减持

IT GARTNER INC

-$84.1M

4,796,458 -2%

减持

KNSL KINSALE CAP GROUP INC

+$79.5M

2,074,765 -0%

减持

NVDA NVIDIA CORP

+$65.7M

540,614 -6%

减持

SBAC SBA COMMUNICATIONS CORP

-$64.3M

560,491 -25%

减持

FND FLOOR & DECOR HLDGS INC

+$61.7M

2,579,551 -6%

减持

PRI PRIMERICA INC

+$58.8M

1,947,263 -0%

减持

TECH BIO TECHNE CORP

-$58.3M

5,379,492 -3%

增持

BABA ALIBABA GROUP HLDG LTD

+$52.4M

2,251,648 +12%

增持

RRR RED ROCK RESORTS INC

+$50.8M

8,470,525 +4%

建仓

WYNN WYNN RESORTS LTD

+$46.9M

419,413

减持

ARGX ARGENX SE

-$45.2M

248,955 -32%

增持

FDS FACTSET RESH SYS INC

+$45.0M

2,698,268 +1%

增持

— ALTAIR ENGR INC

+$43.6M

1,635,507 +0%

增持

MGM MGM RESORTS INTERNATIONAL

+$42.1M

1,564,810 +91%

建仓

CZR CAESARS ENTERTAINMENT INC NE

+$40.7M

833,301

增持

TOL TOLL BROTHERS INC

+$39.7M

1,712,675 +35%

增持

CPNG COUPANG INC

+$39.1M

6,542,307 +47%

减持

GTM ZOOMINFO TECHNOLOGIES INC

-$36.9M

2,891,437 -20%

清仓

PGNY PROGYNY INC

-$36.3M

0 -100%

建仓

PWR QUANTA SVCS INC

+$36.1M

216,686

增持

RGEN REPLIGEN CORP

+$35.7M

220,974 +2469%

减持

BIDU BAIDU INC

-$35.5M

325,255 -56%

增持

TTD THE TRADE DESK INC

+$33.7M

1,846,053 +5%

减持

FIS FIDELITY NATL INFORMATION SV

-$33.2M

56,972 -89%

增持

DNUT KRISPY KREME INC

+$33.0M

4,661,785 +22%

增持

WELL WELLTOWER INC

+$32.8M

491,537 +1225%

减持

MELI MERCADOLIBRE INC

+$32.7M

73,530 -3%

增持

NEOG NEOGEN CORP

+$32.4M

5,012,542 +26%

增持

DKNG DRAFTKINGS INC

+$31.3M

2,133,500 +144%

增持

LVS LAS VEGAS SANDS CORP

+$30.9M

774,410 +174%

增持

JBI JANUS INTERNATIONAL GROUP IN

+$30.4M

5,500,000 +120%

减持

TFX TELEFLEX INC

-$30.4M

5,896 -95%

减持

— CERIDIAN HCM HLDG INC

+$30.2M

3,467,698 -1%

减持

BFAM BRIGHT HORIZONS FAM SOL IN D

+$30.2M

2,238,271 -1%

增持

META META PLATFORMS INC

+$30.1M

212,535 +72%

减持

ARE ALEXANDRIA REAL ESTATE EQ IN

-$29.8M

1,251,863 -3%

清仓

FRCB FIRST REP BK SAN FRANCISCO C

-$29.8M

0 -100%

增持

— ICON PLC

+$29.2M

987,977 +6%

建仓

SITM SITIME CORP

+$29.1M

204,394

增持

BYD BOYD GAMING CORP

+$29.0M

2,115,907 +8%

增持

EGP EASTGROUP PPTYS INC

+$28.8M

213,952 +380%

清仓

— E2OPEN PARENT HOLDINGS INC

-$28.7M

0 -100%

清仓

— JANUS INTERNATIONAL GROUP IN

-$28.6M

0 -100%

增持

— E2OPEN PARENT HOLDINGS INC

+$28.3M

7,388,636 +195%

增持

INDI INDIE SEMICONDUCTOR INC

+$26.6M

5,526,938 +2%

增持

PLD PROLOGIS INC

+$26.2M

902,494 +18%

减持

GOOG ALPHABET INC

-$25.4M

280,757 -54%

增持

EXR EXTRA SPACE STORAGE INC

+$24.8M

268,395 +109%

增持

BX BLACKSTONE INC

+$24.1M

508,079 +84%

增持

VRSK VERISK ANALYTICS INC

+$24.0M

1,306,304 +2%

减持

AMT AMERICAN TOWER CORP

-$23.8M

231,623 -31%

清仓

CDNA CAREDX INC

-$23.5M

0 -100%

减持

RIVN RIVIAN AUTOMOTIVE INC

-$22.6M

2,987,357 -20%

减持

GLPI GAMING & LEISURE PPTYS INC

-$21.9M

8,470,246 -5%

增持

GTLS CHART INDS INC

+$21.5M

1,007,228 +11%

增持

DAVA ENDAVA PLC

-$21.5M

2,437,049 +1%

建仓

BZ KANZHUN LIMITED

+$20.9M

1,098,453

减持

VMC VULCAN MATLS CO

-$20.9M

51,531 -70%

减持

GDS GDS HLDGS LTD

-$20.8M

80,742 -93%

增持

LOW LOWES COS INC

+$20.8M

204,292 +103%

增持

TRNO TERRENO RLTY CORP

+$20.5M

378,163 +453%

减持

CHH CHOICE HOTELS INTL INC

+$20.5M

4,573,432 -0%

减持

MSFT MICROSOFT CORP

+$20.1M

484,483 -3%

增持

FIGS FIGS INC

+$19.8M

20,866,767 +28%

增持

REXR REXFORD INDL RLTY INC

+$19.7M

1,825,397 +12%

减持

ELS EQUITY LIFESTYLE PPTYS INC

-$19.7M

11,643 -96%

增持

AMZN AMAZON COM INC

+$19.5M

965,850 +1%

增持

KTOS KRATOS DEFENSE & SEC SOLUTIO

+$19.4M

4,735,611 +10%

增持

— CYBERARK SOFTWARE LTD

+$19.4M

205,470 +142%

清仓

INGN INOGEN INC

-$19.2M

0 -100%

减持

MTD METTLER TOLEDO INTERNATIONAL

+$19.0M

335,056 -2%

清仓

SHW SHERWIN WILLIAMS CO

-$18.8M

0 -100%

减持

— AFYA LTD

-$18.0M

3,879,230 -1%

清仓

— NUVEI CORPORATION

-$17.9M

0 -100%

增持

— CLARIVATE ANALYTICS PLC

+$17.7M

5,003,099 +43%

增持

DEI DOUGLAS EMMETT INC

+$17.5M

8,272,165 +54%

减持

CRWD CROWDSTRIKE HLDGS INC

+$17.3M

546,109 -0%

增持

— INARI MED INC

+$17.1M

449,353 +170%

增持

SKIN THE BEAUTY HEALTH COMPANY

+$17.1M

4,838,659 +0%

建仓

IBKR INTERACTIVE BROKERS GROUP IN

+$17.1M

207,000

减持

FICO FAIR ISAAC CORP

+$17.0M

167,405 -0%

增持

NET CLOUDFLARE INC

+$16.9M

890,156 +6%

减持

YMM FULL TRUCK ALLIANCE CO LTD

-$16.9M

10,273,726 -14%

减持

CBRE CBRE GROUP INC

-$16.5M

1,093,631 -12%

减持

MORN MORNINGSTAR INC

-$16.4M

1,128,519 -0%

减持

TREX TREX CO INC

-$16.2M

2,722,862 -22%

减持

— SPOTIFY TECHNOLOGY S A

+$15.8M

326,871 -7%

增持

CERT CERTARA INC

+$15.4M

696,662 +690%

增持

— ASPEN TECHNOLOGY INC

+$15.3M

555,822 +2%

减持

CNS COHEN & STEERS INC

-$15.2M

2,848,920 -7%

减持

IBP INSTALLED BLDG PRODS INC

-$15.1M

823,210 -35%

增持

HLT HILTON WORLDWIDE HLDGS INC

+$15.0M

157,542 +176%

清仓

— DLOCAL LTD

-$14.9M

0 -100%

减持

VEEV VEEVA SYS INC

+$14.8M

738,802 -1%

清仓

BV BRIGHTVIEW HLDGS INC

-$14.4M

0 -100%

增持

VAC MARRIOTT VACATIONS WORLDWIDE C

+$14.4M

2,785,321 +4%

增持

— COOPER COS INC

+$13.5M

252,937 +3%

增持

DXCM DEXCOM INC

+$13.5M

1,437,140 +6%

增持

— ON HLDG AG

+$13.5M

443,339 +2402%

增持

NVTS NAVITAS SEMICONDUCTOR CORP

+$13.3M

3,447,071 +2%

减持

PENN PENN ENTERTAINMENT INC

-$13.1M

7,659,384 -5%

增持

PSA PUBLIC STORAGE

+$12.7M

180,579 +21%

增持

MTN VAIL RESORTS INC

-$12.4M

4,629,113 +1%

清仓

WOOF PETCO HEALTH & WELLNESS CO I

-$12.4M

0 -100%

减持

— REVANCE THERAPEUTICS INC

+$11.2M

1,069,483 -15%

减持

COLD AMERICOLD RLTY TR

-$11.2M

888,513 -31%

减持

MKTX MARKETAXESS HLDGS INC

+$11.1M

190,561 -16%

减持

ALKT ALKAMI TECHNOLOGY INC

-$11.0M

1,059,223 -37%

减持

INSP INSPIRE MED SYS INC

-$10.9M

268,936 -8%

减持

AVNT AVIENT CORPORATION

+$10.9M

1,700,000 -3%

减持

TS TENARIS S A

-$10.9M

1,037,025 -10%

减持

EW EDWARDS LIFESCIENCES CORP

-$10.6M

9,653 -94%

减持

AMH AMERICAN HOMES 4 RENT

-$10.3M

661,667 -36%

增持

EFOR ASGN INC

+$9.6M

2,130,981 +4%

增持

YUMC YUM CHINA HLDGS INC

+$9.5M

1,055,778 +0%

增持

INVH INVITATION HOMES INC

+$9.0M

678,050 +65%

减持

NOW SERVICENOW INC

+$8.7M

113,947 -0%

增持

LPLA LPL FINL HLDGS INC

+$8.7M

96,634 +92%

增持

JD JD.COM INC

-$8.4M

1,415,974 +13%

减持

TRU TRANSUNION

+$8.4M

1,580,558 -0%

增持

JEF JEFFERIES FINL GROUP INC

+$8.2M

270,528 +2315%

增持

MRVL MARVELL TECHNOLOGY INC

+$8.1M

187,477 +37172%

增持

AMD ADVANCED MICRO DEVICES INC

+$7.5M

198,389 +8%

减持

EPAM EPAM SYS INC

-$7.5M

160,989 -5%

减持

RBC RBC BEARINGS INC

+$7.5M

353,186 -1%

增持

GTLB GITLAB INC

+$7.4M

1,207,603 +61%

增持

HUBS HUBSPOT INC

+$7.4M

32,322 +44%

清仓

SPG SIMON PPTY GROUP INC NEW

-$7.3M

0 -100%

减持

QLYS QUALYS INC

-$7.2M

139,303 -38%

减持

JBTM JOHN BEAN TECHNOLOGIES CORP

+$7.1M

525,000 -5%

减持

GFI GOLD FIELDS LTD

+$7.0M

3,735,355 -10%

减持

PAR PAR TECHNOLOGY CORP

+$7.0M

1,021,603 -4%

增持

AEIS ADVANCED ENERGY INDS

+$7.0M

526,748 +1%

增持

ACVA ACV AUCTIONS INC

+$6.9M

1,456,007 +1%

清仓

ABNB AIRBNB INC

-$6.9M

0 -100%

减持

CDW CDW CORP

+$6.8M

442,839 -1%

清仓

SPHR MADISON SQUARE GRDN ENTERTNM

-$6.7M

0 -100%

减持

— ASTRAZENECA PLC

-$6.7M

220,387 -32%