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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 61
减持 71
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$238.9M
14,583,317
+0%
增持
CSGP
COSTAR GROUP INC
-$224.3M
19,196,502
+0%
减持
TSLA
TESLA INC
-$211.4M
17,668,945
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。
-0%
减持
IDXX
IDEXX LABS INC
-$172.0M
2,336,330
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$144.4M
2,569,980
-29%
增持
MTN
VAIL RESORTS INC
-$128.0M
4,721,214
+1%
增持
MSCI
MSCI INC
+$106.1M
2,260,105
+1%
增持
FDS
FACTSET RESH SYS INC
+$104.3M
2,751,596
+0%
减持
—
ARCH CAP GROUP LTD
+$97.6M
21,222,928
-0%
清仓
—
LIBERTY MEDIA CORP DELAWARE
-$90.3M
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$89.7M
6,238,882
+1%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$75.8M
2,728,652
-4%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$74.8M
1,200,000
减持
VRT
VERTIV HOLDINGS CO
+$74.6M
7,100,000
-7%
减持
TECH
BIO TECHNE CORP
-$73.3M
5,375,959
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$70.3M
332,895
-1%
增持
MORN
MORNINGSTAR INC
+$69.9M
1,326,608
+8%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$63.2M
1,065,834
-66%
增持
ANSS
ANSYS INC
-$61.6M
2,002,717
+1%
减持
DXCM
DEXCOM INC
-$60.3M
1,319,066
-8%
增持
—
ON HLDG AG
+$55.1M
3,028,002
+243%
减持
IT
GARTNER INC
-$53.3M
4,656,387
-1%
减持
KNSL
KINSALE CAP GROUP INC
+$52.7M
1,985,089
-3%
减持
ILMN
ILLUMINA INC
-$48.2M
210,010
-49%
增持
FIGS
FIGS INC
-$47.2M
25,032,830
+6%
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$45.6M
1,750,000
-30%
减持
BN
BROOKFIELD CORP
-$45.1M
2,128,697
-36%
增持
H
HYATT HOTELS CORP
-$44.8M
5,327,279
+0%
减持
FND
FLOOR & DECOR HLDGS INC
-$44.8M
2,330,135
-5%
减持
SBAC
SBA COMMUNICATIONS CORP
-$44.2M
356,716
-28%
增持
ARGX
ARGENX SE
+$44.0M
287,991
+15%
增持
MRNA
MODERNA INC
+$43.0M
426,869
+4864%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$40.1M
2,022,572
-9%
减持
PENN
PENN ENTERTAINMENT INC
-$37.8M
6,138,520
-17%
减持
JD
JD.COM INC
-$37.3M
613,835
-62%
增持
NVDA
NVIDIA CORP
+$37.2M
616,823
+13%
减持
BYD
BOYD GAMING CORP
-$31.6M
1,871,353
-11%
增持
DLR
DIGITAL RLTY TR INC
+$30.7M
608,045
+61%
减持
AMT
AMERICAN TOWER CORP
-$30.6M
49,060
-75%
增持
NU
NU HLDGS LTD
+$30.3M
4,290,135
+4190%
增持
DNUT
KRISPY KREME INC
+$29.8M
9,221,657
+59%
建仓
S
SENTINELONE INC
+$29.3M
1,735,000
建仓
—
LIBERTY MEDIA CORP DEL
+$28.6M
891,511
增持
—
SPOTIFY TECHNOLOGY S A
+$28.2M
598,090
+49%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$27.8M
2,531,751
+25%
减持
MKTX
MARKETAXESS HLDGS INC
-$27.6M
88,817
-50%
减持
—
CLARIVATE ANALYTICS PLC
-$27.5M
3,000,000
-40%
减持
—
CREDICORP LTD
-$27.4M
465,965
-21%
建仓
FOXF
FOX FACTORY HLDG CORP
+$27.2M
275,000
减持
PSA
PUBLIC STORAGE
-$25.8M
68,968
-54%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$24.8M
8,418,436
-0%
增持
CHH
CHOICE HOTELS INTL INC
+$24.0M
4,634,126
+0%
增持
RGEN
REPLIGEN CORP
+$22.2M
458,784
+28%
清仓
—
LIBERTY MEDIA CORP DELAWARE
-$20.5M
0
-100%
减持
—
SILK RD MED INC
-$20.3M
687,837
-27%
清仓
—
LIBERTY MEDIA CORP DELAWARE
-$20.0M
0
-100%
减持
NEOG
NEOGEN CORP
-$19.9M
6,067,987
-0%
清仓
—
WORLD WRESTLING ENTMT INC
-$19.7M
0
-100%
减持
TREX
TREX CO INC
-$19.6M
2,733,397
-5%
增持
BX
BLACKSTONE INC
+$17.5M
660,060
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$17.3M
345,969
-32%
减持
REXR
REXFORD INDL RLTY INC
-$17.1M
1,679,636
-12%
减持
CAKE
CHEESECAKE FACTORY INC
-$16.8M
2,200,000
-9%
减持
VRSN
VERISIGN INC
-$16.8M
603,174
-2%
减持
—
REVANCE THERAPEUTICS INC
-$16.7M
1,020,234
-9%
减持
SKIN
THE BEAUTY HEALTH COMPANY
-$16.7M
5,318,352
-9%
减持
GTLB
GITLAB INC
-$16.4M
1,377,907
-10%
减持
EXR
EXTRA SPACE STORAGE INC
-$16.3M
151,281
-35%
增持
—
COOPER COS INC
-$16.0M
250,905
+0%
减持
LBRDK
LIBERTY BROADBAND CORP
-$15.8M
15,672
-93%
减持
VEEV
VEEVA SYS INC
-$15.6M
541,969
-15%
建仓
FWONA
LIBERTY MEDIA CORP DEL
+$15.0M
266,176
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
-$14.7M
3,336,664
-7%
增持
INDI
INDIE SEMICONDUCTOR INC
+$14.6M
11,038,885
+89%
减持
DDOG
DATADOG INC
-$14.4M
572,935
-15%
建仓
TKO
TKO GROUP HOLDINGS INC
+$14.3M
169,889
减持
—
WILLIS TOWERS WATSON PUB LTD
-$14.2M
127,574
-26%
清仓
TS
TENARIS S A
-$14.1M
0
-100%
增持
VRSK
VERISK ANALYTICS INC
+$14.0M
1,346,080
+0%
减持
GFI
GOLD FIELDS LTD
-$13.8M
2,300,796
-18%
减持
ACVA
ACV AUCTIONS INC
-$13.7M
821,309
-46%
增持
PWR
QUANTA SVCS INC
+$13.6M
326,475
+35%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$13.5M
555,818
+33%
增持
EQIX
EQUINIX INC
+$13.4M
235,014
+17%
增持
AXON
AXON ENTERPRISE INC
+$13.1M
279,783
+28%
减持
STNE
STONECO LTD
-$13.1M
3,540,424
-11%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$12.9M
115,795
-69%
建仓
—
LIBERTY MEDIA CORP DEL
+$12.7M
500,000
增持
DHI
D R HORTON INC
+$12.6M
635,050
+39%
增持
BIDU
BAIDU INC
+$12.6M
569,148
+22%
减持
LOW
LOWES COS INC
-$12.3M
167,682
-20%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$12.3M
646,587
+86%
减持
—
XP INC
-$12.2M
2,046,759
-19%
增持
SCHW
SCHWAB CHARLES CORP
-$12.0M
8,102,475
+1%
增持
RRR
RED ROCK RESORTS INC
-$11.9M
9,856,963
+11%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$11.9M
1,026,433
-6%
增持
SNOW
SNOWFLAKE INC
-$11.9M
525,468
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$11.6M
1,050,183
-1%
减持
PRI
PRIMERICA INC
-$11.4M
1,925,651
-1%
减持
—
CLEARWATER ANALYTICS HLDGS I
+$11.1M
4,099,999
-5%
增持
MRCY
MERCURY SYS INC
+$11.0M
1,674,236
+13%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$10.6M
1,420,607
-2%
减持
SQ
BLOCK INC
-$10.5M
403,325
-5%
清仓
—
ABCAM PLC
-$10.5M
0
-100%
增持
TRU
TRANSUNION
-$10.3M
1,582,926
+0%
清仓
EA
ELECTRONIC ARTS INC
-$10.2M
0
-100%
增持
MGM
MGM RESORTS INTERNATIONAL
-$10.1M
1,912,447
+4%
减持
—
AXONICS INC
+$10.0M
1,799,731
-0%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$10.0M
1,202,373
+5%
增持
—
WIX COM LTD
+$9.9M
270,173
+42%
建仓
—
ODDITY TECH LTD
+$9.9M
349,517
增持
BNTX
BIONTECH SE
+$9.6M
158,911
+123%
清仓
VLD
VELO3D INC
-$9.4M
0
-100%
增持
LVS
LAS VEGAS SANDS CORP
-$9.4M
880,357
+3%
减持
SDGR
SCHRODINGER INC
-$9.3M
376,037
-6%
减持
GTLS
CHART INDS INC
+$9.1M
1,046,057
-0%
增持
BZ
KANZHUN LIMITED
+$9.1M
3,050,770
+24%
增持
—
INARI MED INC
+$9.1M
557,937
+18%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
+$8.8M
10,901,533
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
+$8.8M
2,705,448
-0%
增持
SHOP
SHOPIFY INC
-$8.7M
2,146,351
+10%
增持
—
SMARTSHEET INC
+$8.7M
706,636
+36%
增持
MSFT
MICROSOFT CORP
-$8.4M
489,516
+2%
增持
PLNT
PLANET FITNESS INC
-$8.4M
1,200,000
+20%
减持
EGP
EASTGROUP PPTYS INC
-$8.3M
162,884
-20%
减持
AEIS
ADVANCED ENERGY INDS
-$8.3M
514,408
-7%
增持
TOL
TOLL BROTHERS INC
-$8.1M
1,784,965
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$8.1M
168,401
+1%
减持
RH
RH
-$8.0M
53,109
-20%
减持
LFUS
LITTELFUSE INC
-$7.8M
83,236
-14%
增持
MELI
MERCADOLIBRE INC
+$7.8M
74,869
+2%
减持
—
ASML HOLDING N V
-$7.7M
54,800
-1%
减持
CG
CARLYLE GROUP INC
-$7.7M
2,016,330
-6%
增持
WELL
WELLTOWER INC
+$7.3M
634,145
+15%
增持
RBC
RBC BEARINGS INC
+$7.1M
386,570
+1%
减持
WCN
WASTE CONNECTIONS INC
-$7.0M
400,000
-6%
减持
QLYS
QUALYS INC
-$6.8M
79,008
-46%
增持
CBRE
CBRE GROUP INC
-$6.5M
1,305,298
+2%
增持
HLLY
HOLLEY INC
+$6.5M
5,000,000
+11%
减持
DKNG
DRAFTKINGS INC
+$6.1M
2,179,838
-0%
增持
LEGN
LEGEND BIOTECH CORP
+$6.0M
157,200
+139%
清仓
LBRDA
LIBERTY BROADBAND CORP
-$6.0M
0
-100%
增持
TXG
10X GENOMICS INC
+$5.9M
180,926
+555%
减持
DAVA
ENDAVA PLC
+$5.8M
2,454,775
-6%
增持
WYNN
WYNN RESORTS LTD
+$5.4M
644,474
+26%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$5.2M
1,108,017
+26%
增持
—
MANCHESTER UTD PLC NEW
+$5.0M
1,169,398
+57%
清仓
—
BROOKFIELD RENEWABLE CORP
-$5.0M
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$5.0M
141,757
+27%
减持
HEI/A
HEICO CORP
-$5.0M
304,959
-3%
