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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 89
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$979.8M
17,696,813
+1%
增持
CSGP
COSTAR GROUP INC
+$394.3M
19,105,103
+1%
增持
MSCI
MSCI INC
-$162.4M
2,244,921
+3%
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
—
ARCH CAP GROUP LTD
+$149.1M
21,296,800
+0%
减持
KNSL
KINSALE CAP GROUP INC
+$146.6M
2,056,000
-1%
增持
MTN
VAIL RESORTS INC
+$93.9M
4,669,584
+1%
减持
IT
GARTNER INC
+$90.8M
4,719,596
-2%
增持
NVDA
NVIDIA CORP
+$80.9M
546,226
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$73.5M
334,850
-0%
增持
FIGS
FIGS INC
+$65.7M
23,562,124
+13%
增持
SCHW
SCHWAB CHARLES CORP
+$57.2M
8,059,887
+6%
增持
TREX
TREX CO INC
+$55.5M
2,868,380
+5%
增持
VRSK
VERISK ANALYTICS INC
+$53.3M
1,344,770
+3%
减持
PRI
PRIMERICA INC
+$49.6M
1,946,695
-0%
减持
PENN
PENN ENTERTAINMENT INC
-$48.5M
7,437,475
-3%
增持
IBP
INSTALLED BLDG PRODS INC
+$47.8M
1,010,775
+23%
增持
GTLS
CHART INDS INC
+$41.5M
1,049,938
+4%
增持
TECH
BIO TECHNE CORP
+$40.1M
5,380,474
+0%
增持
NEOG
NEOGEN CORP
+$39.6M
6,087,004
+21%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$39.3M
1,450,722
-2%
减持
CNS
COHEN & STEERS INC
-$38.9M
2,471,946
-13%
增持
RRR
RED ROCK RESORTS INC
+$38.5M
8,894,122
+5%
增持
—
XP INC
+$38.4M
2,529,524
+43%
减持
MRCY
MERCURY SYS INC
-$37.6M
1,476,636
-15%
增持
SHOP
SHOPIFY INC
+$37.5M
1,948,439
+6%
增持
DLR
DIGITAL RLTY TR INC
+$37.4M
376,936
+573%
增持
TOL
TOLL BROTHERS INC
+$37.3M
1,772,445
+3%
增持
GTLB
GITLAB INC
+$37.3M
1,539,458
+27%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$36.6M
1,060,566
-0%
减持
—
ICON PLC
+$36.1M
987,765
-0%
增持
H
HYATT HOTELS CORP
+$34.4M
5,323,422
+3%
增持
—
ASPEN TECHNOLOGY INC
-$33.3M
560,277
+1%
减持
ILMN
ILLUMINA INC
-$33.0M
410,743
-13%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$32.7M
8,424,736
-1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$32.5M
2,215,482
-1%
增持
EQIX
EQUINIX INC
+$31.8M
200,640
+15%
增持
TTD
THE TRADE DESK INC
+$31.3M
1,861,581
+1%
减持
SBAC
SBA COMMUNICATIONS CORP
-$30.8M
498,690
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$30.5M
3,643,440
-15%
增持
AMZN
AMAZON COM INC
+$30.3M
997,948
+3%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$29.2M
6,201,987
+2%
增持
DAVA
ENDAVA PLC
-$28.7M
2,606,193
+7%
减持
MKTX
MARKETAXESS HLDGS INC
-$28.0M
178,049
-7%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$26.9M
1,148,733
-8%
增持
TRU
TRANSUNION
+$25.7M
1,582,426
+0%
增持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$25.3M
2,854,961
+3%
减持
EPAM
EPAM SYS INC
-$25.1M
102,439
-36%
减持
MSFT
MICROSOFT CORP
+$23.3M
478,672
-1%
增持
CBRE
CBRE GROUP INC
+$23.3M
1,275,621
+17%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$23.0M
347,339
-58%
增持
META
META PLATFORMS INC
+$22.6M
235,791
+11%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$21.6M
225,724
+483%
增持
FDS
FACTSET RESH SYS INC
-$21.1M
2,742,734
+2%
增持
—
SPOTIFY TECHNOLOGY S A
+$20.6M
400,519
+23%
增持
STNE
STONECO LTD
+$20.0M
3,990,429
+24%
建仓
—
WORLD WRESTLING ENTMT INC
+$19.7M
181,412
增持
LEN
LENNAR CORP
+$19.0M
588,191
+13%
增持
—
CERIDIAN HCM HLDG INC
-$18.7M
3,511,582
+1%
减持
FICO
FAIR ISAAC CORP
+$17.8M
167,385
-0%
清仓
VRAYQ
VIEWRAY INC
-$17.6M
0
-100%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$17.5M
416,717
+101%
清仓
HLMN
HILLMAN SOLUTIONS CORP
-$16.8M
0
-100%
增持
DKNG
DRAFTKINGS INC
+$16.7M
2,183,918
+2%
减持
INSP
INSPIRE MED SYS INC
+$16.5M
244,736
-9%
减持
DXCM
DEXCOM INC
+$16.4M
1,426,990
-1%
增持
BZ
KANZHUN LIMITED
+$16.3M
2,469,676
+125%
减持
BWIN
BRP GROUP INC
-$16.1M
3,112,000
-15%
增持
DH
DEFINITIVE HEALTHCARE CORP
+$15.9M
3,503,924
+60%
增持
INVH
INVITATION HOMES INC
+$15.7M
1,071,661
+58%
减持
TS
TENARIS S A
-$15.4M
470,067
-55%
增持
—
ON HLDG AG
+$15.4M
882,684
+99%
增持
IDXX
IDEXX LABS INC
+$15.3M
2,376,632
+1%
增持
—
STEVANATO GROUP S P A
+$14.9M
720,755
+122%
增持
BIDU
BAIDU INC
+$14.8M
466,720
+43%
减持
LBRDK
LIBERTY BROADBAND CORP
-$14.6M
215,672
-45%
减持
ISRG
INTUITIVE SURGICAL INC
+$14.5M
167,561
-0%
增持
HLI
HOULIHAN LOKEY INC
+$14.1M
1,299,577
+0%
减持
DEI
DOUGLAS EMMETT INC
-$14.1M
6,996,199
-15%
增持
DHI
D R HORTON INC
+$14.0M
457,305
+7%
增持
RGEN
REPLIGEN CORP
+$13.6M
359,021
+62%
清仓
—
ENDEAVOR GROUP HLDGS INC
-$13.0M
0
-100%
增持
HLLY
HOLLEY INC
+$12.9M
4,500,000
+125%
清仓
—
FIFTH WALL ACQUISITN CORP II
-$12.8M
0
-100%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$12.7M
3,596,485
+4%
增持
DNUT
KRISPY KREME INC
+$12.7M
5,781,709
+24%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$12.6M
2,019,256
-32%
增持
SKIN
THE BEAUTY HEALTH COMPANY
-$12.4M
5,818,352
+20%
增持
MORN
MORNINGSTAR INC
+$11.7M
1,228,417
+9%
增持
PWR
QUANTA SVCS INC
+$11.3M
241,467
+11%
减持
GFI
GOLD FIELDS LTD
-$10.9M
2,806,181
-25%
减持
NOW
SERVICENOW INC
+$10.9M
113,648
-0%
减持
ROP
ROPER INDUSTRIES INC NEW
+$10.9M
283,609
-0%
增持
MGM
MGM RESORTS INTERNATIONAL
+$10.9M
1,830,313
+17%
减持
SNOW
SNOWFLAKE INC
+$10.7M
523,555
-1%
增持
—
CREDICORP LTD
+$10.6M
589,547
+2%
减持
PSA
PUBLIC STORAGE
-$10.6M
150,649
-17%
建仓
—
ABCAM PLC
+$10.5M
429,419
增持
YMM
FULL TRUCK ALLIANCE CO LTD
-$10.3M
10,920,173
+6%
增持
BILL
BILL COM HLDGS INC
+$10.0M
227,850
+11%
减持
VEEV
VEEVA SYS INC
-$10.0M
636,395
-14%
增持
VRNS
VARONIS SYS INC
+$9.9M
972,009
+58%
清仓
MXCT
MAXCYTE INC
-$9.8M
0
-100%
减持
DDOG
DATADOG INC
+$9.8M
677,168
-13%
增持
MELI
MERCADOLIBRE INC
-$9.7M
73,589
+0%
增持
AEIS
ADVANCED ENERGY INDS
+$9.7M
550,408
+4%
减持
BYD
BOYD GAMING CORP
+$9.7M
2,095,837
-1%
减持
ROL
ROLLINS INC
+$9.5M
1,804,295
-0%
增持
WELL
WELLTOWER INC
+$9.4M
551,948
+12%
减持
—
E2OPEN PARENT HOLDINGS INC
-$9.4M
6,000,000
-19%
增持
POOL
POOL CORPORATION
+$9.3M
94,753
+24%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$9.2M
3,176,070
+10%
增持
RH
RH
+$9.2M
66,720
+27%
减持
EXR
EXTRA SPACE STORAGE INC
-$9.1M
232,925
-13%
增持
EFOR
ASGN INC
-$9.0M
2,210,162
+4%
增持
HEI/A
HEICO CORP
+$9.0M
315,840
+21%
增持
REXR
REXFORD INDL RLTY INC
-$8.9M
1,914,542
+5%
减持
CPNG
COUPANG INC
+$8.7M
6,513,481
-0%
减持
AMT
AMERICAN TOWER CORP
-$8.6M
199,578
-14%
增持
BX
BLACKSTONE INC
+$8.6M
572,306
+13%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$8.4M
1,009,837
+6%
增持
AMH
AMERICAN HOMES 4 RENT
+$8.3M
820,132
+24%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$8.0M
14,524,499
+1%
增持
EWCZ
EUROPEAN WAX CTR INC
+$7.9M
3,483,433
+16%
减持
YUMC
YUM CHINA HLDGS INC
-$7.8M
1,046,291
-1%
增持
—
CYBERARK SOFTWARE LTD
+$7.8M
244,291
+19%
减持
VLD
VELO3D INC
-$7.7M
4,337,125
-42%
增持
COLD
AMERICOLD RLTY TR
+$7.7M
1,022,048
+15%
增持
CHH
CHOICE HOTELS INTL INC
+$7.7M
4,626,376
+1%
减持
TRNO
TERRENO RLTY CORP
-$7.7M
278,292
-26%
增持
BN
BROOKFIELD CORP
+$7.7M
3,319,341
+4%
减持
—
AFYA LTD
+$7.6M
3,626,035
-7%
减持
CDW
CDW CORP
-$7.5M
429,537
-3%
增持
ACVA
ACV AUCTIONS INC
+$7.4M
1,517,726
+4%
增持
WYNN
WYNN RESORTS LTD
+$7.2M
512,537
+22%
减持
CAKE
CHEESECAKE FACTORY INC
-$7.2M
2,414,857
-7%
减持
PLD
PROLOGIS INC
-$7.1M
860,738
-5%
减持
TROW
PRICE T ROWE GROUP INC
-$7.1M
197,520
-24%
增持
JD
JD.COM INC
-$7.0M
1,615,887
+14%
减持
SDGR
SCHRODINGER INC
+$6.9M
400,034
-19%
清仓
—
HOLLEY INC
-$6.8M
0
-100%
增持
SPT
SPROUT SOCIAL INC
-$6.8M
775,000
+11%
减持
—
WIX COM LTD
-$6.5M
190,148
-11%
增持
LOW
LOWES COS INC
+$6.3M
208,792
+2%
增持
DT
DYNATRACE INC
+$6.2M
559,568
+5%
增持
NET
CLOUDFLARE INC
+$6.1M
932,443
+5%
增持
—
REVANCE THERAPEUTICS INC
-$6.0M
1,122,666
+5%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$5.9M
111,857
-29%
增持
—
AXONICS INC
-$5.8M
1,802,331
+2%
增持
PAR
PAR TECHNOLOGY CORP
+$5.6M
1,223,308
+20%
增持
—
MANCHESTER UNITED PLC NEW
+$5.5M
743,358
+31%
