小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 8
增持 51
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$1.37B
17,217,795
-3%
减持
KNSL
KINSALE CAP GROUP INC
+$363.1M
1,920,920
-0%
减持
—
ARCH CAP GROUP LTD
+$362.2M
21,024,711
-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
IRDM
IRIDIUM COMMUNICATIONS INC
-$266.1M
11,925,775
-15%
减持
CSGP
COSTAR GROUP INC
+$173.4M
19,337,618
-0%
减持
H
HYATT HOTELS CORP
+$153.4M
5,377,052
-1%
减持
IDXX
IDEXX LABS INC
-$140.1M
2,104,951
-8%
减持
PENN
PENN ENTERTAINMENT INC
-$127.4M
353,399
-93%
减持
NVDA
NVIDIA CORP
+$127.4M
446,166
-20%
减持
ANSS
ANSYS INC
-$111.4M
1,756,370
-12%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$107.6M
141,526
-90%
减持
DAVA
ENDAVA PLC
-$102.8M
2,118,668
-10%
增持
—
SPOTIFY TECHNOLOGY S A
+$101.6M
864,584
+28%
建仓
COO
COOPER COS INC
+$95.7M
943,282
清仓
—
COOPER COS INC
-$95.0M
0
-100%
减持
PRI
PRIMERICA INC
+$89.0M
1,904,478
-0%
建仓
INTA
INTAPP INC
+$88.6M
2,583,231
减持
FDS
FACTSET RESH SYS INC
-$81.3M
2,737,284
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$79.9M
1,066,264
-51%
减持
VRT
VERTIV HOLDINGS CO
+$71.9M
4,850,000
-28%
增持
RRR
RED ROCK RESORTS INC
+$70.2M
10,409,100
+0%
减持
—
AXONICS INC
-$64.5M
686,565
-62%
减持
TECH
BIO TECHNE CORP
-$61.1M
4,998,210
-7%
减持
CHH
CHOICE HOTELS INTL INC
+$55.7M
4,754,307
-1%
建仓
—
MASIMO CORP
+$50.8M
345,800
增持
FIGS
FIGS INC
-$47.1M
25,731,980
+2%
减持
TOL
TOLL BROTHERS INC
+$46.9M
1,793,790
-0%
减持
—
ICON PLC
+$46.3M
969,991
-2%
增持
META
META PLATFORMS INC
+$45.3M
282,937
+9%
减持
VRSN
VERISIGN INC
-$45.1M
386,380
-33%
增持
MSFT
MICROSOFT CORP
+$43.9M
586,917
+9%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$40.9M
3,651,224
减持
IBP
INSTALLED BLDG PRODS INC
+$38.3M
795,178
-13%
建仓
ALAB
ASTERA LABS INC
+$37.1M
500,000
增持
PCOR
PROCORE TECHNOLOGIES INC
+$37.0M
499,559
+757%
增持
GTLS
CHART INDS INC
+$36.6M
1,170,013
+2%
增持
AMZN
AMAZON COM INC
+$36.5M
1,065,160
+4%
增持
VKTX
VIKING THERAPEUTICS INC
+$34.7M
493,259
+59%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$32.5M
8,264,702
-1%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$31.8M
6,215,742
-2%
增持
AVGO
BROADCOM INC
+$31.6M
23,969
+13755%
减持
IT
GARTNER INC
+$29.5M
4,250,733
-4%
增持
NU
NU HLDGS LTD
+$28.5M
7,494,909
+2%
减持
GOOG
ALPHABET INC
-$27.6M
94,637
-68%
减持
TTD
THE TRADE DESK INC
+$27.4M
1,901,685
-1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$27.0M
1,662,978
-3%
减持
EQIX
EQUINIX INC
-$26.5M
198,503
-16%
减持
MSCI
MSCI INC
-$26.1M
2,254,035
-1%
建仓
EXPO
EXPONENT INC
+$25.9M
313,262
减持
—
MANCHESTER UTD PLC NEW
-$25.5M
111,479
-92%
增持
RIVN
RIVIAN AUTOMOTIVE INC
-$25.5M
2,282,545
+6%
减持
—
ON HLDG AG
+$25.0M
3,394,195
-4%
减持
MORN
MORNINGSTAR INC
+$25.0M
1,308,671
-1%
增持
VMC
VULCAN MATLS CO
+$24.6M
126,474
+191%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$24.3M
764,968
+4%
减持
DKNG
DRAFTKINGS INC
+$24.1M
2,392,965
-0%
增持
CPNG
COUPANG INC
+$23.9M
7,942,062
+10%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$22.4M
500,000
-72%
减持
VRSK
VERISK ANALYTICS INC
-$21.9M
1,305,629
-5%
减持
TREX
TREX CO INC
+$21.7M
2,297,372
-8%
减持
SCHW
SCHWAB CHARLES CORP
-$21.5M
7,432,213
-9%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$21.4M
248,419
+43%
减持
BABA
ALIBABA GROUP HLDG LTD
-$21.0M
1,477,413
-10%
增持
RH
RH
+$21.0M
94,998
+128%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
-$20.2M
1,388,895
-58%
清仓
MKTX
MARKETAXESS HLDGS INC
-$19.8M
0
-100%
减持
SITM
SITIME CORP
-$19.2M
132,516
-49%
减持
SNOW
SNOWFLAKE INC
-$18.6M
446,860
-2%
清仓
—
CLARIVATE ANALYTICS PLC
-$18.5M
0
-100%
增持
LEN
LENNAR CORP
+$18.4M
648,867
+4%
减持
MTN
VAIL RESORTS INC
+$18.3M
4,795,287
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$18.1M
1,495,837
+0%
增持
NEOG
NEOGEN CORP
-$17.9M
7,304,967
+10%
增持
NCNO
NCINO INC
+$17.6M
925,000
+84%
减持
—
AFYA LTD
-$16.8M
2,966,658
-9%
增持
—
XP INC
+$16.4M
3,228,598
+27%
减持
DT
DYNATRACE INC
-$16.4M
570,795
-27%
减持
BWIN
BRP GROUP INC
+$16.0M
3,259,934
-0%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$16.0M
650,000
+24%
增持
—
STEVANATO GROUP S P A
+$15.7M
1,288,814
+37%
减持
LFUS
LITTELFUSE INC
-$15.5M
16,517
-77%
增持
ZLAB
ZAI LAB LTD
-$15.1M
1,599,865
+7%
建仓
RDDT
REDDIT INC
+$14.8M
300,000
减持
BZ
KANZHUN LIMITED
-$14.7M
1,832,636
-35%
减持
EXR
EXTRA SPACE STORAGE INC
-$14.7M
22,014
-80%
减持
MRCY
MERCURY SYS INC
-$14.6M
1,853,154
-2%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$14.5M
668,811
+478%
减持
FND
FLOOR & DECOR HLDGS INC
-$14.4M
1,832,533
-19%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$14.1M
813,480
-23%
减持
—
ALTAIR ENGR INC
-$14.1M
1,385,507
-13%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$13.9M
273,283
-5%
增持
—
ARCELLX INC
+$13.8M
248,993
+292%
减持
RBC
RBC BEARINGS INC
-$13.8M
345,790
-8%
增持
BYD
BOYD GAMING CORP
+$13.5M
1,899,344
+4%
减持
—
CODERE ONLINE LUXEMBOURG S A
+$13.3M
3,527,040
-8%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$13.2M
429,775
+28%
增持
—
SILK RD MED INC
+$13.1M
1,500,170
+28%
减持
BIDU
BAIDU INC
-$13.1M
733,146
-3%
建仓
CDNA
CAREDX INC
+$13.0M
1,229,900
增持
—
CLEARWATER ANALYTICS HLDGS I
+$12.7M
5,359,172
+31%
减持
SDGR
SCHRODINGER INC
-$12.7M
35,000
-91%
增持
WYNN
WYNN RESORTS LTD
+$12.2M
788,335
+5%
减持
CG
CARLYLE GROUP INC
+$12.0M
1,944,402
-0%
减持
REXR
REXFORD INDL RLTY INC
-$11.8M
1,587,446
-3%
减持
VEEV
VEEVA SYS INC
+$11.7M
466,154
-7%
减持
—
DAYFORCE INC
-$11.6M
3,439,154
-4%
增持
LOW
LOWES COS INC
+$11.5M
216,958
+10%
减持
GTLB
GITLAB INC
-$11.4M
1,244,297
-7%
增持
MA
MASTERCARD INC
+$11.4M
134,085
+8%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$11.4M
1,154,030
+10%
清仓
STNE
STONECO LTD
-$11.3M
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP
-$11.2M
142,147
-14%
增持
—
ODDITY TECH LTD
+$11.0M
1,063,183
+40%
增持
WEX
WEX INC
+$11.0M
253,576
+0%
减持
—
ASML HOLDING N V
+$10.9M
52,942
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$10.8M
237,143
+9%
减持
HLI
HOULIHAN LOKEY INC
+$10.7M
1,298,140
-0%
增持
SPT
SPROUT SOCIAL INC
+$10.6M
975,000
+26%
增持
INDI
INDIE SEMICONDUCTOR INC
+$10.6M
14,285,896
+28%
减持
DXCM
DEXCOM INC
+$10.5M
967,983
-3%
减持
RGEN
REPLIGEN CORP
-$10.0M
381,286
-14%
减持
ISRG
INTUITIVE SURGICAL INC
+$10.0M
164,727
-0%
减持
—
SHOCKWAVE MED INC
+$10.0M
74,373
-1%
减持
RPAY
REPAY HLDGS CORP
+$9.6M
3,912,915
-0%
减持
MELI
MERCADOLIBRE INC
-$9.5M
64,165
-5%
增持
APO
APOLLO GLOBAL MGMT INC
+$9.5M
103,107
+348%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$9.2M
304,583
-7%
增持
GOOGL
ALPHABET INC
+$9.2M
67,050
+901%
清仓
QLYS
QUALYS INC
-$9.1M
0
-100%
增持
V
VISA INC
+$9.0M
190,107
+12%
增持
BX
BLACKSTONE INC
+$8.9M
798,377
+9%
减持
PWR
QUANTA SVCS INC
+$8.9M
323,240
-7%
增持
MRVI
MARAVAI LIFESCIENCES HLDGS I
+$8.7M
2,123,651
+43%
增持
MGM
MGM RESORTS INTERNATIONAL
+$8.6M
2,101,065
+4%
减持
S
SENTINELONE INC
-$8.6M
2,067,474
-0%
增持
PDD
PDD HOLDINGS INC
-$8.5M
562,600
+11%
减持
TXRH
TEXAS ROADHOUSE INC
+$8.4M
268,083
-1%
减持
APH
AMPHENOL CORP NEW
+$8.2M
935,817
-7%
减持
LU
LUFAX HOLDING LTD
-$8.0M
1,453,122
-68%
增持
—
LIBERTY MEDIA CORP DEL
+$7.9M
943,458
+6%
减持
PLD
PROLOGIS INC
-$7.9M
901,660
-4%
清仓
—
ICHOR HOLDINGS
-$7.8M
0
-100%
减持
—
CREDICORP LTD
+$7.7M
407,213
-0%
清仓
EPAM
EPAM SYS INC
-$7.5M
0
-100%
减持
—
ASPEN TECHNOLOGY INC
-$6.9M
539,363
-3%
减持
VRNS
VARONIS SYS INC
-$6.7M
793,539
-18%
增持
DRVN
DRIVEN BRANDS HLDGS INC
+$6.6M
2,000,000
+14%
增持
LPLA
LPL FINL HLDGS INC
+$6.3M
122,038
+7%
增持
HEI/A
HEICO CORP
+$6.2M
332,942
+5%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.1M
264,763
-7%
