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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 51
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$835.4M
14,928,529
-4%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$254.5M
6,008,129
-2%
减持
—
ARCH CAP GROUP LTD
+$208.1M
20,725,357
-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
MSCI
MSCI INC
+$190.4M
2,157,431
-3%
减持
IT
GARTNER INC
+$159.6M
4,022,384
-4%
减持
KNSL
KINSALE CAP GROUP INC
+$112.9M
1,745,415
-4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$106.1M
483,842
-37%
增持
GDS
GDS HLDGS LTD
+$98.7M
6,040,555
+129%
建仓
VNO
VORNADO RLTY TR
+$75.3M
1,912,359
减持
SCHW
SCHWAB CHARLES CORP
-$72.3M
7,269,280
-1%
减持
DXCM
DEXCOM INC
-$71.7M
564,854
-42%
增持
EQIX
EQUINIX INC
+$70.2M
242,133
+27%
减持
PDD
PDD HOLDINGS INC
-$68.9M
185,362
-74%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$65.6M
133,345
-50%
增持
FIGS
FIGS INC
+$63.2M
30,030,078
+13%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$62.3M
1,580,342
+9%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$61.9M
1,482,755
增持
CBRE
CBRE GROUP INC
+$60.8M
1,299,831
+15%
减持
AMT
AMERICAN TOWER CORP
-$60.6M
192,717
-64%
减持
FDS
FACTSET RESH SYS INC
+$56.6M
2,478,027
-7%
减持
WYNN
WYNN RESORTS LTD
-$56.0M
102,516
-86%
增持
BABA
ALIBABA GROUP HLDG LTD
+$55.1M
1,434,625
+6%
增持
BN
BROOKFIELD CORP
+$53.8M
1,949,472
+63%
减持
NVDA
NVIDIA CORP
-$50.6M
2,993,580
-11%
减持
—
SPOTIFY TECHNOLOGY S A
+$47.3M
882,147
-0%
减持
EQR
EQUITY RESIDENTIAL
-$47.0M
688,198
-51%
减持
CHH
CHOICE HOTELS INTL INC
+$46.9M
4,716,314
-1%
减持
GTLS
CHART INDS INC
-$46.8M
1,022,664
-15%
增持
SHOP
SHOPIFY INC
+$46.4M
2,720,481
+5%
减持
CNS
COHEN & STEERS INC
+$44.6M
2,009,504
-2%
减持
GLPI
GAMING & LEISURE PPTYS INC
+$44.2M
8,107,784
-2%
增持
LOW
LOWES COS INC
+$41.3M
290,107
+72%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$40.9M
11,118,785
-1%
减持
—
DAYFORCE INC
+$40.8M
3,527,637
-0%
增持
WELL
WELLTOWER INC
+$40.3M
974,759
+20%
减持
ANSS
ANSYS INC
-$37.8M
1,612,262
-6%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$36.3M
187,444
增持
—
CLEARWATER ANALYTICS HLDGS I
+$35.9M
5,326,574
+0%
减持
—
ON HLDG AG
+$34.7M
3,156,895
-1%
清仓
—
SILK RD MED INC
-$34.6M
0
-100%
增持
JLL
JONES LANG LASALLE INC
+$34.6M
314,710
+28%
增持
DHI
D R HORTON INC
+$34.4M
646,888
+2%
清仓
BIDU
BAIDU INC
-$34.3M
0
-100%
减持
BWIN
THE BALDWIN INSURANCE GRP IN
+$34.3M
3,010,000
-8%
减持
TREX
TREX CO INC
-$33.4M
2,026,692
-11%
增持
INTA
INTAPP INC
+$33.1M
2,850,455
+1%
减持
DAVA
ENDAVA PLC
-$32.7M
851,596
-54%
增持
INDI
INDIE SEMICONDUCTOR INC
-$32.7M
15,240,606
+1%
增持
BX
BLACKSTONE INC
+$32.4M
769,894
+12%
建仓
JD
JD.COM INC
+$32.3M
808,508
减持
MLM
MARTIN MARIETTA MATLS INC
-$32.0M
10,068
-85%
减持
AVB
AVALONBAY CMNTYS INC
-$31.8M
177,611
-49%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$30.9M
912,608
+16%
减持
—
ICON PLC
-$30.6M
954,056
-2%
减持
MORN
MORNINGSTAR INC
+$30.0M
1,305,588
-0%
增持
LPX
LOUISIANA PAC CORP
+$29.8M
516,472
+66%
增持
LEN
LENNAR CORP
+$29.4M
711,023
+3%
减持
MSFT
MICROSOFT CORP
-$29.2M
577,172
-7%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$28.7M
1,489,337
-9%
减持
—
ESSENT GROUP LTD
-$28.5M
18,653
-96%
减持
INVH
INVITATION HOMES INC
-$28.1M
905,787
-46%
增持
MAC
MACERICH CO
+$27.8M
1,695,420
+742%
增持
DEI
DOUGLAS EMMETT INC
+$27.5M
6,389,444
+0%
清仓
SPT
SPROUT SOCIAL INC
-$26.8M
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$26.7M
254,141
-0%
建仓
DUOL
DUOLINGO INC
+$25.8M
91,512
增持
LVS
LAS VEGAS SANDS CORP
+$25.4M
1,581,075
+29%
减持
INSP
INSPIRE MED SYS INC
+$25.1M
339,300
-2%
减持
VRT
VERTIV HOLDINGS CO
+$24.2M
3,550,000
-7%
增持
—
LIBERTY MEDIA CORP DEL
+$23.7M
1,167,019
+23%
增持
TDG
TRANSDIGM GROUP INC
+$23.3M
105,859
+6%
减持
ARGX
ARGENX SE
+$23.2M
250,304
-4%
减持
TRU
TRANSUNION
+$22.9M
876,388
-6%
增持
AVGO
BROADCOM INC
+$22.8M
505,072
+1161%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$22.5M
840,155
-20%
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$22.0M
5,750,000
-9%
减持
COO
COOPER COS INC
+$21.3M
939,982
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$21.3M
288,747
-2%
建仓
LINE
LINEAGE INC
+$20.5M
261,228
增持
IOT
SAMSARA INC
+$20.3M
667,125
+91%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$20.2M
1,100,435
+31%
减持
IDXX
IDEXX LABS INC
-$19.9M
1,923,258
-6%
减持
LPLA
LPL FINL HLDGS INC
-$19.9M
65,448
-48%
清仓
EWCZ
EUROPEAN WAX CTR INC
-$19.9M
0
-100%
建仓
GCMG
GCM GROSVENOR INC
+$19.8M
1,750,000
建仓
TWFG
TWFG INC
+$19.8M
728,748
减持
AMD
ADVANCED MICRO DEVICES INC
-$19.7M
105,364
-54%
增持
REXR
REXFORD INDL RLTY INC
+$19.3M
1,526,016
+18%
清仓
DH
DEFINITIVE HEALTHCARE CORP
-$19.1M
0
-100%
减持
MBLY
MOBILEYE GLOBAL INC
-$19.1M
25,108
-96%
建仓
IRM
IRON MTN INC DEL
+$18.9M
159,114
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
-$18.9M
1,242,630
+7%
减持
META
META PLATFORMS INC
+$18.8M
284,930
-0%
减持
PRI
PRIMERICA INC
+$17.8M
1,712,011
-7%
增持
IBTA
IBOTTA INC
+$17.7M
918,543
+78%
减持
NU
NU HLDGS LTD
-$17.7M
3,709,956
-30%
建仓
ABNB
AIRBNB INC
+$17.0M
134,000
减持
SNOW
SNOWFLAKE INC
-$16.2M
293,674
-20%
增持
NCNO
NCINO INC
+$15.9M
1,499,640
+50%
减持
TTD
THE TRADE DESK INC
+$15.9M
1,819,538
-3%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$15.8M
226,546
-83%
减持
MGM
MGM RESORTS INTERNATIONAL
-$15.7M
1,015,296
-19%
减持
—
ALTAIR ENGR INC
-$15.6M
1,259,344
-9%
减持
FICO
FAIR ISAAC CORP
+$15.5M
95,870
-16%
增持
ILMN
ILLUMINA INC
+$15.1M
383,621
+15%
增持
ZLAB
ZAI LAB LTD
+$15.0M
1,906,520
+6%
减持
IBP
INSTALLED BLDG PRODS INC
-$14.7M
492,286
-26%
减持
TEM
TEMPUS AI INC
-$14.7M
225,800
-71%
增持
KKR
KKR & CO INC
+$14.6M
117,954
+1494%
减持
TOL
TOLL BROTHERS INC
+$14.5M
897,503
-17%
增持
PWR
QUANTA SVCS INC
+$14.5M
322,789
+0%
减持
SBAC
SBA COMMUNICATIONS CORP
-$14.0M
56,879
-60%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$13.4M
0
-100%
增持
TEAM
ATLASSIAN CORPORATION
+$13.3M
124,018
+243%
增持
PAR
PAR TECHNOLOGY CORP
+$13.1M
1,170,908
+15%
减持
TECH
BIO TECHNE CORP
+$13.1M
4,445,540
-7%
增持
H
HYATT HOTELS CORP
+$12.0M
5,483,404
+1%
减持
CPNG
COUPANG INC
+$11.9M
6,793,580
-8%
减持
—
LAM RESEARCH CORP
-$11.9M
831
-93%
减持
FOXF
FOX FACTORY HLDG CORP
-$11.8M
500,000
-26%
增持
DRVN
DRIVEN BRANDS HLDGS INC
+$11.8M
3,500,000
+17%
减持
—
COUCHBASE INC
-$11.7M
1,410,647
-25%
增持
—
BIRKENSTOCK HOLDING PLC
-$11.6M
3,102,507
+3%
减持
CSGP
COSTAR GROUP INC
-$11.6M
18,785,436
-3%
减持
FND
FLOOR & DECOR HLDGS INC
-$11.3M
1,252,755
-25%
减持
—
NOVA LTD
-$11.2M
113,452
-24%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$11.1M
10,405,899
+1%
减持
EFOR
ASGN INC
-$11.0M
1,894,200
-11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.8M
960,740
+7%
减持
RPAY
REPAY HLDGS CORP
-$10.7M
3,758,000
-4%
减持
LOAR
LOAR HOLDINGS INC
-$10.4M
75,802
-75%
增持
NEOG
NEOGEN CORP
+$10.2M
7,303,115
+1%
减持
DDOG
DATADOG INC
-$10.1M
556,087
-3%
增持
—
ARCELLX INC
+$9.7M
342,832
+0%
减持
MELI
MERCADOLIBRE INC
+$9.5M
52,453
-12%
增持
HEI/A
HEICO CORP
+$9.4M
346,531
+0%
增持
—
CREDICORP LTD
+$9.3M
392,956
+3%
增持
—
ASML HOLDING N V
-$9.3M
53,929
+2%
减持
HLLY
HOLLEY INC
-$9.1M
3,000,000
-40%
减持
VEEV
VEEVA SYS INC
+$8.9M
412,137
-3%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$8.8M
1,000,000
-17%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$8.7M
314,760
+14%
减持
—
ASPEN TECHNOLOGY INC
+$8.6M
468,011
-10%
减持
VRSK
VERISK ANALYTICS INC
-$8.0M
1,268,534
-2%
增持
ITGR
INTEGER HLDGS CORP
+$8.0M
254,377
+17%
增持
VTR
VENTAS INC
+$7.9M
197,421
+115%
减持
PLD
PROLOGIS INC
-$7.6M
381,980
-23%
减持
COLD
AMERICOLD RLTY TR
-$7.6M
500,000
-41%
减持
HQY
HEALTHEQUITY INC
-$7.6M
750,000
-6%
增持
DLR
DIGITAL RLTY TR INC
+$7.5M
593,707
+2%
