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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 50
减持 80
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
CSGP
COSTAR GROUP INC
-$439.3M
19,270,998
-0%
减持
KNSL
KINSALE CAP GROUP INC
-$308.3M
1,816,122
-5%
减持
MSCI
MSCI INC
-$196.0M
2,215,410
-2%
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
—
ARCH CAP GROUP LTD
+$167.1M
20,920,200
-0%
减持
FDS
FACTSET RESH SYS INC
-$160.9M
2,652,470
-3%
增持
MTN
VAIL RESORTS INC
-$159.1M
5,048,808
+5%
减持
IT
GARTNER INC
-$147.4M
4,183,919
-2%
减持
IDXX
IDEXX LABS INC
-$144.9M
2,035,337
-3%
减持
BYD
BOYD GAMING CORP
-$121.9M
107,963
-94%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$119.2M
6,125,291
-1%
减持
TOL
TOLL BROTHERS INC
-$107.9M
1,077,864
-40%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$101.6M
763,168
-14%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$84.9M
1,451,090
-3%
减持
FND
FLOOR & DECOR HLDGS INC
-$70.7M
1,678,484
-8%
减持
IBP
INSTALLED BLDG PRODS INC
-$69.8M
661,043
-17%
减持
VRT
VERTIV HOLDINGS CO
-$67.1M
3,800,000
-22%
增持
AAPL
APPLE INC
+$62.9M
300,300
+14788%
增持
AVB
AVALONBAY CMNTYS INC
+$62.4M
347,164
+583%
减持
PLD
PROLOGIS INC
-$61.6M
497,301
-45%
增持
EQR
EQUITY RESIDENTIAL
+$61.4M
1,416,757
+143%
减持
TREX
TREX CO INC
-$60.8M
2,271,388
-1%
减持
ANSS
ANSYS INC
-$58.2M
1,715,443
-2%
增持
—
DAYFORCE INC
-$52.4M
3,533,774
+3%
增持
—
SPOTIFY TECHNOLOGY S A
+$49.7M
885,403
+2%
减持
RGEN
REPLIGEN CORP
-$48.4M
172,514
-55%
减持
—
XP INC
-$48.0M
1,982,505
-39%
清仓
—
AXONICS INC
-$47.4M
0
-100%
减持
EFOR
ASGN INC
-$45.8M
2,127,200
-4%
减持
PRI
PRIMERICA INC
-$45.7M
1,843,312
-3%
增持
RRR
RED ROCK RESORTS INC
-$45.0M
10,516,775
+1%
减持
MGM
MGM RESORTS INTERNATIONAL
-$43.8M
1,246,347
-41%
减持
TSLA
TESLA INC
+$43.7M
15,516,436
-10%
减持
BIDU
BAIDU INC
-$42.9M
396,819
-46%
增持
AMT
AMERICAN TOWER CORP
+$41.1M
542,487
+66%
减持
VRSK
VERISK ANALYTICS INC
+$40.2M
1,290,835
-1%
增持
DNUT
KRISPY KREME INC
-$40.1M
10,055,689
+3%
建仓
IBTA
IBOTTA INC
+$38.9M
517,112
建仓
MLM
MARTIN MARIETTA MATLS INC
+$37.4M
69,085
减持
VRSN
VERISIGN INC
-$37.4M
201,366
-48%
清仓
ALAB
ASTERA LABS INC
-$37.1M
0
-100%
增持
H
HYATT HOTELS CORP
-$35.7M
5,414,796
+1%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$35.6M
0
-100%
增持
CHH
CHOICE HOTELS INTL INC
-$33.1M
4,770,041
+0%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$32.8M
1,045,230
-13%
增持
AVGO
BROADCOM INC
+$32.5M
40,042
+67%
减持
POOL
POOL CORPORATION
-$32.4M
12,665
-86%
减持
SPT
SPROUT SOCIAL INC
-$31.5M
750,000
-23%
增持
VMC
VULCAN MATLS CO
+$31.3M
264,703
+109%
增持
MSFT
MICROSOFT CORP
+$30.6M
620,929
+6%
减持
VEEV
VEEVA SYS INC
-$30.4M
423,906
-9%
清仓
—
SMARTSHEET INC
-$29.5M
0
-100%
增持
PDD
PDD HOLDINGS INC
+$28.5M
706,102
+26%
建仓
TEM
TEMPUS AI INC
+$27.5M
784,397
减持
DAVA
ENDAVA PLC
-$26.2M
1,861,634
-12%
增持
EXAS
EXACT SCIENCES CORP
+$25.8M
628,000
+6180%
建仓
LPX
LOUISIANA PAC CORP
+$25.7M
311,644
清仓
EGP
EASTGROUP PPTYS INC
-$25.5M
0
-100%
建仓
ITGR
INTEGER HLDGS CORP
+$25.1M
216,677
减持
WDAY
WORKDAY INC
-$24.9M
2,000
-98%
减持
RH
RH
-$24.9M
33,495
-65%
减持
DXCM
DEXCOM INC
-$24.7M
966,472
-0%
清仓
—
SHOCKWAVE MED INC
-$24.2M
0
-100%
增持
—
BIRKENSTOCK HOLDING PLC
+$24.0M
3,024,414
+2%
增持
DLR
DIGITAL RLTY TR INC
+$24.0M
582,604
+30%
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$23.8M
6,348,043
-8%
减持
EWCZ
EUROPEAN WAX CTR INC
-$22.5M
2,000,000
-39%
减持
BNTX
BIONTECH SE
-$22.4M
9,850
-96%
减持
REXR
REXFORD INDL RLTY INC
-$22.4M
1,289,095
-19%
减持
SNOW
SNOWFLAKE INC
-$22.3M
369,330
-17%
减持
MRCY
MERCURY SYS INC
-$22.1M
1,205,654
-35%
增持
GDS
GDS HLDGS LTD
+$21.7M
2,642,963
+507%
增持
WELL
WELLTOWER INC
+$21.3M
810,074
+20%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
+$21.3M
3,260,000
+0%
增持
—
ICON PLC
-$21.2M
971,926
+0%
减持
NU
NU HLDGS LTD
-$21.1M
5,302,925
-29%
减持
BX
BLACKSTONE INC
-$19.4M
690,478
-14%
减持
EQIX
EQUINIX INC
-$19.2M
191,220
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$19.0M
15,968
-91%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$19.0M
905,988
+81%
增持
GTLS
CHART INDS INC
-$18.9M
1,203,963
+3%
减持
SSNC
SS&C TECHNOLOGIES HOLDINGS INC
-$18.2M
642,598
-29%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$18.0M
0
-100%
减持
LOW
LOWES COS INC
-$18.0M
169,049
-22%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$17.8M
106,410
-64%
减持
IEX
IDEX CORP
-$17.8M
314,612
-5%
增持
INVH
INVITATION HOMES INC
+$17.7M
1,671,505
+41%
增持
APH
AMPHENOL CORP NEW
+$17.7M
1,864,568
+99%
减持
TTD
THE TRADE DESK INC
+$17.4M
1,880,288
-1%
增持
AMZN
AMAZON COM INC
+$16.9M
1,081,880
+2%
减持
MORN
MORNINGSTAR INC
-$16.9M
1,306,937
-0%
减持
CNS
COHEN & STEERS INC
-$16.5M
2,043,035
-5%
增持
CDNA
CAREDX INC
+$16.1M
1,876,672
+53%
减持
CERT
CERTARA INC
-$16.1M
240,000
-78%
建仓
LOAR
LOAR HOLDINGS INC
+$16.0M
300,000
建仓
EPAC
ENERPAC TOOL GROUP CORP
+$15.7M
410,369
减持
DHI
D R HORTON INC
-$15.6M
631,466
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$15.4M
268,697
-2%
减持
WYNN
WYNN RESORTS LTD
-$14.7M
735,812
-7%
增持
INTA
INTAPP INC
+$14.7M
2,816,046
+9%
减持
FOXF
FOX FACTORY HLDG CORP
-$14.3M
675,000
-25%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$14.3M
11,182,841
-6%
增持
FIGS
FIGS INC
+$14.1M
26,687,323
+4%
减持
YUMC
YUM CHINA HLDGS INC
-$14.1M
475,345
-34%
增持
VKTX
VIKING THERAPEUTICS INC
-$13.8M
502,819
+2%
减持
CPNG
COUPANG INC
+$13.6M
7,392,395
-7%
增持
COO
COOPER COS INC
-$13.3M
944,011
+0%
减持
CG
CARLYLE GROUP INC
-$13.2M
1,942,253
-0%
减持
CDW
CDW CORP
-$13.0M
397,384
-0%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$12.9M
0
-100%
减持
LVS
LAS VEGAS SANDS CORP
-$12.4M
1,223,841
-5%
减持
—
ASPEN TECHNOLOGY INC
-$11.9M
519,463
-4%
建仓
IOT
SAMSARA INC
+$11.8M
349,294
增持
NVDA
NVIDIA CORP
+$11.0M
3,352,471
+651%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.0M
897,650
-16%
增持
—
STEVANATO GROUP S P A
-$10.9M
1,663,712
+29%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$10.8M
784,968
+3%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$10.7M
292,039
+18%
增持
GTLB
GITLAB INC
-$10.5M
1,248,370
+0%
增持
NET
CLOUDFLARE INC
-$10.2M
864,163
+2%
清仓
TRNO
TERRENO RLTY CORP
-$10.2M
0
-100%
增持
HEI/A
HEICO CORP
+$10.0M
344,925
+4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$9.8M
1,348,569
-9%
减持
TECH
BIO TECHNE CORP
-$9.6M
4,776,592
-4%
增持
GOOGL
ALPHABET INC
+$9.5M
107,495
+60%
增持
SQ
BLOCK INC
-$8.6M
430,681
+0%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$8.5M
1,635,596
-2%
减持
HLI
HOULIHAN LOKEY INC
+$8.0M
1,293,279
-0%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$7.8M
8,248,597
-0%
增持
LEN
LENNAR CORP
-$7.7M
693,189
+7%
增持
INDI
INDIE SEMICONDUCTOR INC
-$7.7M
15,151,425
+6%
增持
DDOG
DATADOG INC
+$7.5M
571,119
+6%
减持
MA
MASTERCARD INC
-$7.5M
129,448
-3%
减持
ARGX
ARGENX SE
+$7.5M
261,478
-2%
减持
—
AFYA LTD
-$7.4M
2,701,475
-9%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$7.4M
89,948
-36%
减持
—
CREDICORP LTD
-$7.2M
382,911
-6%
减持
—
SILK RD MED INC
+$7.1M
1,279,115
-15%
增持
—
MASIMO CORP
-$7.1M
347,200
+0%
减持
—
ESSENT GROUP LTD
-$7.0M
529,192
-14%
减持
GFI
GOLD FIELDS LTD
-$7.0M
1,926,246
-14%
增持
PAR
PAR TECHNOLOGY CORP
+$6.9M
1,015,987
+13%
增持
META
META PLATFORMS INC
+$6.9M
286,143
+1%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$6.6M
339,151
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$6.6M
1,367,608
-40%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$6.6M
0
-100%
增持
DRVN
DRIVEN BRANDS HLDGS INC
+$6.6M
3,000,000
+50%
清仓
PENN
PENN ENTERTAINMENT INC
-$6.4M
0
-100%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$6.3M
1,156,630
+0%
增持
GOOG
ALPHABET INC
+$6.3M
112,706
+19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$6.2M
294,604
-3%
