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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 74
减持 64
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
IT
GARTNER INC
+$396.7M
4,426,192
-5%
减持
IDXX
IDEXX LABS INC
+$255.0M
2,300,017
-2%
增持
CSGP
COSTAR GROUP INC
+$218.6M
19,391,283
+1%
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
KNSL
KINSALE CAP GROUP INC
-$177.2M
1,925,514
-3%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$151.7M
1,447,205
-47%
增持
RRR
RED ROCK RESORTS INC
+$148.3M
10,358,854
+5%
建仓
—
BIRKENSTOCK HOLDING PLC
+$143.0M
2,934,001
增持
H
HYATT HOTELS CORP
+$139.8M
5,405,089
+1%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$132.1M
6,361,042
+2%
增持
MSCI
MSCI INC
+$129.8M
2,279,500
+1%
减持
ANSS
ANSYS INC
+$125.3M
1,987,400
-1%
增持
FDS
FACTSET RESH SYS INC
+$121.9M
2,777,627
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$114.3M
8,127,538
+0%
增持
—
ARCH CAP GROUP LTD
-$110.3M
21,292,042
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$106.8M
1,649,689
-39%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$85.3M
14,045,775
-4%
建仓
PDD
PDD HOLDINGS INC
+$73.9M
504,774
减持
MORN
MORNINGSTAR INC
+$67.8M
1,322,451
-0%
减持
VRT
VERTIV HOLDINGS CO
+$60.1M
6,750,000
-5%
增持
SHOP
SHOPIFY INC
+$55.4M
2,214,958
+3%
增持
AMT
AMERICAN TOWER CORP
+$55.2M
292,913
+497%
增持
TOL
TOLL BROTHERS INC
+$53.2M
1,801,690
+1%
增持
MSFT
MICROSOFT CORP
+$48.5M
540,002
+10%
减持
TECH
BIO TECHNE CORP
+$47.0M
5,352,006
-0%
减持
TRU
TRANSUNION
-$44.7M
1,002,672
-37%
减持
MRNA
MODERNA INC
-$43.3M
7,500
-98%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$42.7M
997,821
-5%
减持
DAVA
ENDAVA PLC
+$42.6M
2,356,089
-4%
减持
IBP
INSTALLED BLDG PRODS INC
+$41.2M
915,905
-9%
减持
FND
FLOOR & DECOR HLDGS INC
+$41.0M
2,257,893
-3%
减持
TREX
TREX CO INC
+$39.0M
2,505,372
-8%
增持
—
ICON PLC
+$36.6M
987,761
+0%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$35.9M
1,232,649
+3%
增持
—
SPOTIFY TECHNOLOGY S A
+$34.1M
673,653
+13%
增持
EFOR
ASGN INC
+$33.7M
2,227,200
+1%
增持
FOXF
FOX FACTORY HLDG CORP
+$33.5M
900,000
+227%
减持
ARGX
ARGENX SE
-$32.3M
287,379
-0%
清仓
SKIN
THE BEAUTY HEALTH COMPANY
-$32.0M
0
-100%
减持
—
ALTAIR ENGR INC
+$31.1M
1,585,507
-3%
增持
JBI
JANUS INTERNATIONAL GROUP IN
+$30.8M
6,871,661
+25%
减持
FICO
FAIR ISAAC CORP
+$30.4M
151,004
-10%
减持
GLPI
GAMING & LEISURE PPTYS INC
+$29.8M
8,374,698
-1%
增持
NU
NU HLDGS LTD
+$29.8M
7,315,070
+71%
减持
SBAC
SBA COMMUNICATIONS CORP
-$29.4M
165,459
-54%
增持
DHI
D R HORTON INC
+$28.4M
635,880
+0%
增持
DNUT
KRISPY KREME INC
+$28.2M
9,487,867
+3%
增持
AMZN
AMAZON COM INC
+$28.1M
1,024,453
+2%
增持
EQR
EQUITY RESIDENTIAL
+$27.8M
564,429
+392%
增持
FIGS
FIGS INC
+$27.6M
25,215,484
+1%
增持
S
SENTINELONE INC
+$27.5M
2,069,109
+19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$27.4M
326,722
-2%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$27.2M
0
-100%
减持
STNE
STONECO LTD
-$26.5M
626,634
-82%
减持
EWCZ
EUROPEAN WAX CTR INC
-$26.1M
3,000,000
-27%
增持
—
ODDITY TECH LTD
+$25.3M
757,416
+117%
增持
BX
BLACKSTONE INC
+$25.3M
733,234
+11%
增持
LEN
LENNAR CORP
+$24.3M
625,384
+2%
减持
CNS
COHEN & STEERS INC
+$23.9M
2,178,035
-3%
增持
LVS
LAS VEGAS SANDS CORP
+$23.0M
1,288,142
+46%
增持
CHH
CHOICE HOTELS INTL INC
-$22.7M
4,810,297
+4%
减持
YUMC
YUM CHINA HLDGS INC
-$22.6M
763,903
-23%
增持
PLD
PROLOGIS INC
+$22.6M
940,358
+3%
减持
GTLB
GITLAB INC
+$21.7M
1,334,287
-3%
增持
INDI
INDIE SEMICONDUCTOR INC
+$21.0M
11,164,641
+1%
增持
TSLA
TESLA INC
-$20.9M
17,708,489
+0%
增持
GTLS
CHART INDS INC
-$20.8M
1,145,013
+9%
增持
NEOG
NEOGEN CORP
+$20.7M
6,624,299
+9%
增持
DKNG
DRAFTKINGS INC
+$20.3M
2,397,732
+10%
增持
MGM
MGM RESORTS INTERNATIONAL
+$20.3M
2,027,550
+6%
增持
META
META PLATFORMS INC
+$19.8M
260,114
+8%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$19.7M
1,059,221
+64%
增持
EQIX
EQUINIX INC
+$19.6M
236,271
+1%
清仓
—
LUFAX HOLDING LTD
-$19.5M
0
-100%
增持
—
XP INC
+$19.2M
2,547,325
+24%
减持
PRI
PRIMERICA INC
+$19.2M
1,908,848
-1%
减持
—
AFYA LTD
+$18.7M
3,277,281
-3%
减持
NET
CLOUDFLARE INC
+$18.6M
935,285
-0%
减持
CG
CARLYLE GROUP INC
+$18.4M
1,947,402
-3%
增持
AXON
AXON ENTERPRISE INC
+$18.2M
285,820
+2%
减持
BN
BROOKFIELD CORP
-$18.1M
1,207,219
-43%
清仓
JD
JD.COM INC
-$17.9M
0
-100%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$17.5M
0
-100%
增持
NCNO
NCINO INC
+$16.8M
503,500
+14286%
减持
RBC
RBC BEARINGS INC
+$16.7M
376,442
-3%
减持
HLI
HOULIHAN LOKEY INC
+$16.5M
1,298,610
-0%
增持
—
CYBERARK SOFTWARE LTD
+$16.2M
256,431
+5%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$15.8M
288,595
-17%
增持
APH
AMPHENOL CORP NEW
+$15.3M
1,006,198
+0%
增持
—
COOPER COS INC
+$15.2M
251,098
+0%
增持
SQ
BLOCK INC
+$15.2M
427,043
+6%
减持
EPAM
EPAM SYS INC
-$14.7M
25,263
-71%
增持
VRNS
VARONIS SYS INC
+$14.4M
973,539
+0%
建仓
AAON
AAON INC
+$14.2M
192,699
建仓
LU
LUFAX HOLDING LTD
+$14.1M
4,606,220
增持
PWR
QUANTA SVCS INC
+$14.0M
347,981
+7%
减持
DLR
DIGITAL RLTY TR INC
-$13.9M
443,270
-27%
减持
VEEV
VEEVA SYS INC
-$13.9M
500,411
-8%
增持
BIDU
BAIDU INC
+$13.8M
757,845
+33%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$13.0M
737,534
+33%
清仓
—
LIBERTY MEDIA CORP DEL
-$12.7M
0
-100%
减持
PSA
PUBLIC STORAGE
-$12.6M
18,291
-73%
增持
VRSK
VERISK ANALYTICS INC
+$11.7M
1,380,219
+3%
减持
MELI
MERCADOLIBRE INC
+$11.6M
67,768
-9%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$11.5M
3,862,539
-13%
减持
—
COUCHBASE INC
+$11.2M
2,136,704
-1%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$11.0M
2,151,964
-15%
减持
CDW
CDW CORP
+$11.0M
429,426
-0%
增持
GFI
GOLD FIELDS LTD
+$10.9M
2,484,040
+8%
减持
—
AXONICS INC
+$10.9M
1,797,963
-0%
减持
DDOG
DATADOG INC
+$10.8M
519,344
-9%
增持
—
ON HLDG AG
+$10.8M
3,524,993
+16%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$10.8M
1,495,341
+5%
减持
SNOW
SNOWFLAKE INC
+$10.5M
456,302
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$10.5M
216,998
+4%
增持
DT
DYNATRACE INC
+$10.5M
785,194
+13%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$10.3M
173,317
+22%
减持
TKO
TKO GROUP HOLDINGS INC
-$10.1M
51,331
-70%
减持
ACVA
ACV AUCTIONS INC
-$10.0M
162,703
-80%
增持
WELL
WELLTOWER INC
+$9.8M
684,515
+8%
减持
CBRE
CBRE GROUP INC
+$9.6M
1,139,151
-13%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$9.1M
64,132
增持
GOOG
ALPHABET INC
+$9.1M
297,873
+19%
增持
LOW
LOWES COS INC
+$8.9M
196,777
+17%
减持
—
ICHOR HOLDINGS
-$8.9M
231,384
-57%
减持
RCKT
ROCKET PHARMACEUTICALS INC
+$8.8M
1,052,501
-5%
减持
REXR
REXFORD INDL RLTY INC
+$8.8M
1,634,420
-3%
增持
WYNN
WYNN RESORTS LTD
+$8.8M
750,175
+16%
增持
HEI
HEICO CORP
+$8.7M
162,433
+29%
增持
ILMN
ILLUMINA INC
+$8.5M
268,341
+28%
增持
BNTX
BIONTECH SE
+$8.3M
242,348
+53%
减持
—
ASML HOLDING N V
+$8.2M
53,495
-2%
增持
—
LAM RESEARCH CORP
+$7.9M
10,300
+4900%
减持
JLL
JONES LANG LASALLE INC
+$7.9M
220,315
-8%
增持
—
ESTABLISHMENT LABS HLDGS INC
-$7.7M
334,775
+0%
减持
—
ASPEN TECHNOLOGY INC
+$7.5M
554,098
-1%
减持
NVDA
NVIDIA CORP
+$7.5M
556,881
-10%
减持
RGEN
REPLIGEN CORP
+$7.2M
445,758
-3%
增持
MRCY
MERCURY SYS INC
+$7.1M
1,893,154
+13%
减持
PENN
PENN ENTERTAINMENT INC
-$7.1M
5,142,744
-16%
减持
DH
DEFINITIVE HEALTHCARE CORP
+$6.7M
3,491,471
-0%
建仓
SUI
SUN CMNTYS INC
+$6.6M
49,625
增持
HUBS
HUBSPOT INC
+$6.6M
38,767
+20%
减持
ISRG
INTUITIVE SURGICAL INC
+$6.5M
165,251
-2%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$6.5M
698,184
+8%
增持
V
VISA INC
+$6.4M
169,321
+3%
减持
COLD
AMERICOLD RLTY TR
-$6.4M
850,000
-20%
增持
MPWR
MONOLITHIC PWR SYS INC
+$6.4M
35,693
+2%
增持
WDAY
WORKDAY INC
+$6.3M
98,768
+1%
增持
NOVT
NOVANTA INC
+$6.3M
106,455
+31%
减持
ZS
ZSCALER INC
+$6.3M
115,279
-7%
