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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 150 项建仓 8增持 57减持 73清仓 12

方向

标的

Δ市值

现股数(环比)

减持

TSLA TESLA INC

+$1.98B

14,578,809 -2%

减持

— ARCH CAP GROUP LTD

-$429.0M

20,462,724 -1%

增持

IDXX IDEXX LABS INC

-$142.5M

2,005,522 +4%

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

IT GARTNER INC

-$141.1M

3,916,203 -3%

减持

— ICON PLC

-$120.1M

734,167 -23%

减持

GWRE GUIDEWIRE SOFTWARE INC

-$101.9M

5,915,183 -2%

减持

MTD METTLER TOLEDO INTERNATIONAL

-$89.2M

280,994 -3%

增持

MTN VAIL RESORTS INC

+$88.0M

5,290,546 +2%

减持

LEN LENNAR CORP

-$85.1M

353,303 -50%

建仓

EXPE EXPEDIA GROUP INC

+$80.2M

430,454

减持

TOL TOLL BROTHERS INC

-$79.0M

473,968 -47%

清仓

REXR REXFORD INDL RLTY INC

-$76.8M

0 -100%

增持

— SPOTIFY TECHNOLOGY S A

+$76.3M

897,166 +2%

减持

DHI D R HORTON INC

-$72.5M

364,394 -44%

建仓

TTAN SERVICETITAN INC

+$70.4M

684,222

减持

SCHW SCHWAB CHARLES CORP

+$63.1M

7,217,828 -1%

增持

MAC MACERICH CO

+$62.2M

4,675,471 +176%

清仓

CZR CAESARS ENTERTAINMENT INC NE

-$61.9M

0 -100%

减持

— ALTAIR ENGR INC

-$61.5M

539,002 -57%

增持

EQIX EQUINIX INC

+$60.0M

291,587 +20%

建仓

KRC KILROY RLTY CORP

+$58.7M

1,452,331

减持

TECH BIO TECHNE CORP

-$57.3M

4,136,984 -7%

减持

SHOP SHOPIFY INC

+$56.4M

2,581,257 -5%

减持

GTLS CHART INDS INC

+$54.8M

952,404 -7%

增持

RRR RED ROCK RESORTS INC

-$53.2M

11,356,201 +7%

减持

CHH CHOICE HOTELS INTL INC

+$50.3M

4,682,492 -1%

减持

— ASPEN TECHNOLOGY INC

-$48.6M

253,214 -46%

清仓

PLD PROLOGIS INC

-$48.2M

0 -100%

减持

EFOR ASGN INC

-$45.7M

1,570,286 -17%

清仓

AMT AMERICAN TOWER CORP

-$44.8M

0 -100%

减持

FND FLOOR & DECOR HLDGS INC

-$43.3M

1,125,941 -10%

增持

CSGP COSTAR GROUP INC

-$42.4M

19,203,564 +2%

减持

CDW CDW CORP

-$41.5M

278,341 -30%

减持

IBP INSTALLED BLDG PRODS INC

-$40.8M

458,769 -7%

减持

VRT VERTIV HOLDINGS CO

-$40.8M

2,750,000 -23%

减持

GLPI GAMING & LEISURE PPTYS INC

-$40.7M

7,817,443 -4%

减持

CPNG COUPANG INC

-$40.2M

5,757,166 -15%

减持

— DAYFORCE INC

+$40.1M

3,526,456 -0%

增持

— BIRKENSTOCK HOLDING PLC

+$37.4M

3,359,351 +8%

增持

H HYATT HOTELS CORP

+$36.8M

5,550,789 +1%

减持

ANSS ANSYS INC

-$36.0M

1,416,224 -12%

增持

BFAM BRIGHT HORIZONS FAM SOL IN D

-$35.9M

1,559,277 +5%

增持

GDS GDS HLDGS LTD

+$35.3M

6,673,226 +10%

减持

MGM MGM RESORTS INTERNATIONAL

-$35.1M

131,063 -87%

减持

VMC VULCAN MATLS CO

-$34.6M

147,427 -49%

增持

IBKR INTERACTIVE BROKERS GROUP IN

+$34.3M

913,967 +0%

增持

BN BROOKFIELD CORP

+$33.8M

2,391,691 +23%

减持

AMZN AMAZON COM INC

+$32.8M

1,080,063 -1%

减持

ARE ALEXANDRIA REAL ESTATE EQ IN

-$32.8M

686,832 -18%

清仓

INVH INVITATION HOMES INC

-$31.9M

0 -100%

减持

BABA ALIBABA GROUP HLDG LTD

-$30.6M

1,434,620 -0%

减持

LOW LOWES COS INC

-$29.5M

198,853 -31%

增持

IRT INDEPENDENCE RLTY TR INC

+$28.9M

1,711,746 +592%

增持

NET CLOUDFLARE INC

+$27.9M

897,555 +6%

减持

BLDR BUILDERS FIRSTSOURCE INC

-$27.7M

60,173 -68%

增持

VNO VORNADO RLTY TR

+$27.4M

2,443,712 +28%

增持

DRVN DRIVEN BRANDS HLDGS INC

+$26.7M

4,750,000 +36%

减持

IRDM IRIDIUM COMMUNICATIONS INC

-$26.0M

10,769,377 -3%

增持

— INARI MED INC

+$25.5M

1,312,528 +30%

增持

EQR EQUITY RESIDENTIAL

+$25.4M

1,067,763 +55%

建仓

LYV LIVE NATION ENTERTAINMENT IN

+$25.3M

195,000

减持

AVGO BROADCOM INC

+$25.2M

484,330 -4%

建仓

NPO ENPRO INC

+$24.2M

140,378

增持

LPLA LPL FINL HLDGS INC

+$23.9M

119,704 +83%

减持

MORN MORNINGSTAR INC

+$22.9M

1,305,155 -0%

减持

INTA INTAPP INC

+$22.9M

2,484,012 -13%

增持

— CYBERARK SOFTWARE LTD

+$21.7M

262,597 +16%

减持

MSCI MSCI INC

+$21.5M

2,131,931 -1%

增持

JLL JONES LANG LASALLE INC

+$21.5M

420,366 +34%

建仓

— JFROG LTD

+$21.3M

725,000

增持

BAM BROOKFIELD ASSET MANAGMT LTD

+$21.1M

1,348,906 +23%

增持

CBRE CBRE GROUP INC

+$20.8M

1,390,985 +7%

减持

MPWR MONOLITHIC PWR SYS INC

-$20.8M

8,503 -70%

清仓

FOXF FOX FACTORY HLDG CORP

-$20.8M

0 -100%

增持

SITE SITEONE LANDSCAPE SUPPLY INC

-$20.7M

1,652,772 +5%

减持

COO COOPER COS INC

-$20.5M

904,982 -4%

清仓

LINE LINEAGE INC

-$20.5M

0 -100%

增持

WELL WELLTOWER INC

+$20.3M

1,151,495 +18%

增持

INDI INDIE SEMICONDUCTOR INC

+$19.8M

19,901,826 +31%

增持

NEOG NEOGEN CORP

-$19.8M

8,485,308 +16%

减持

PDD PDD HOLDINGS INC

-$19.4M

57,379 -69%

减持

NVDA NVIDIA CORP

+$18.7M

2,846,647 -5%

建仓

ANET ARISTA NETWORKS INC

+$18.7M

168,805

增持

PCOR PROCORE TECHNOLOGIES INC

+$18.5M

992,794 +10%

减持

NU NU HLDGS LTD

-$18.0M

3,150,690 -15%

减持

HLI HOULIHAN LOKEY INC

+$17.8M

1,144,179 -0%

减持

— LIBERTY MEDIA CORP DEL

+$17.8M

1,141,546 -2%

减持

VRNS VARONIS SYS INC

-$17.8M

608,799 -23%

清仓

YUMC YUM CHINA HLDGS INC

-$17.7M

0 -100%

增持

BX BLACKSTONE INC

+$17.6M

785,682 +2%

清仓

AMD ADVANCED MICRO DEVICES INC

-$17.3M

0 -100%

增持

DNUT KRISPY KREME INC

+$17.2M

13,069,717 +25%

减持

PAR PAR TECHNOLOGY CORP

+$16.5M

1,065,579 -9%

增持

DLR DIGITAL RLTY TR INC

+$15.9M

631,257 +6%

减持

BZ KANZHUN LIMITED

-$15.4M

1,644,401 -25%

减持

WEX WEX INC

-$15.4M

203,300 -17%

减持

RCKT ROCKET PHARMACEUTICALS INC

-$15.4M

75,000 -92%

减持

YMM FULL TRUCK ALLIANCE CO LTD

+$15.3M

10,078,316 -3%

增持

— ON HLDG AG

+$14.6M

3,157,793 +0%

减持

VKTX VIKING THERAPEUTICS INC

-$14.5M

385,472 -19%

增持

FIGS FIGS INC

-$14.5M

30,837,759 +3%

增持

TDG TRANSDIGM GROUP INC

-$14.4M

107,844 +2%

减持

RDDT REDDIT INC

+$14.2M

176,346 -20%

清仓

COLD AMERICOLD RLTY TR

-$14.1M

0 -100%

减持

CRWD CROWDSTRIKE HLDGS INC

-$14.0M

68,504 -49%

增持

TREX TREX CO INC

+$13.7M

2,153,133 +6%

建仓

SGML SIGMA LITHIUM CORPORATION

+$13.5M

1,206,714

增持

— ESTABLISHMENT LABS HLDGS INC

+$13.5M

752,886 +54%

增持

TEAM ATLASSIAN CORPORATION

+$13.5M

136,380 +10%

增持

HQY HEALTHEQUITY INC

+$13.5M

780,000 +4%

减持

ARGX ARGENX SE

+$13.3M

242,178 -3%

减持

— CLEARWATER ANALYTICS HLDGS I

+$12.0M

5,324,970 -0%

减持

AEIS ADVANCED ENERGY INDS

-$11.9M

363,714 -29%

减持

DDOG DATADOG INC

+$11.9M

530,854 -5%

减持

ROP ROPER TECHNOLOGIES INC

-$11.8M

253,317 -2%

增持

CDNA CAREDX INC

-$11.3M

2,207,299 +18%

减持

TRU TRANSUNION

-$10.9M

871,818 -1%

增持

JD JD.COM INC

+$10.3M

1,230,151 +52%

增持

ONT MONTROSE ENVIRONMENTAL GROUP

+$9.8M

2,292,630 +84%

增持

FWONA LIBERTY MEDIA CORP DEL

+$9.8M

343,487 +29%

增持

— ODDITY TECH LTD

+$9.7M

1,429,198 +15%

减持

AXON AXON ENTERPRISE INC

-$9.6M

154,650 -39%

减持

TTD THE TRADE DESK INC

-$9.6M

1,616,029 -11%

清仓

FBIN FORTUNE BRANDS HOME & SEC IN

-$9.5M

0 -100%

减持

KNSL KINSALE CAP GROUP INC

-$9.5M

1,726,604 -1%

减持

IRM IRON MTN INC DEL

-$9.4M

90,138 -43%

减持

SNOW SNOWFLAKE INC

+$9.3M

278,391 -5%

增持

NCNO NCINO INC

+$9.2M

1,684,834 +12%

减持

NOW SERVICENOW INC

+$8.9M

71,899 -4%

减持

AAON AAON INC

-$8.9M

75,856 -54%

增持

ZS ZSCALER INC

+$8.8M

143,730 +43%

增持

MELI MERCADOLIBRE INC

-$8.7M

58,198 +11%

增持

V VISA INC

+$8.6M

171,506 +3%

增持

— XP INC

-$8.5M

1,739,892 +7%

减持

WCN WASTE CONNECTIONS INC

-$8.4M

300,000 -10%

增持

GTLB GITLAB INC

+$8.4M

1,295,541 +3%

清仓

LEGN LEGEND BIOTECH CORP

-$8.2M

0 -100%

减持

FDS FACTSET RESH SYS INC

-$8.2M

2,355,611 -5%

减持

— ASML HOLDING N V

-$8.2M

53,067 -2%

增持

HLT HILTON WORLDWIDE HLDGS INC

+$8.0M

319,734 +4%

增持

BAH BOOZ ALLEN HAMILTON HLDG COR

-$7.9M

336,753 +7%

减持

APH AMPHENOL CORP

+$7.8M

1,850,768 -0%

减持

VRSN VERISIGN INC

-$7.6M

105,393 -32%

增持

EXAS EXACT SCIENCES CORP

+$7.4M

893,000 +42%

减持

IBTA IBOTTA INC

-$7.4M

756,087 -18%

减持

CNS COHEN & STEERS INC

-$7.3M

2,008,882 -0%

增持

MBLY MOBILEYE GLOBAL INC

+$7.3M

383,452 +1427%

增持

GCMG GCM GROSVENOR INC

+$7.2M

2,200,000 +26%

增持

INSP INSPIRE MED SYS INC

-$7.1M

347,800 +3%

增持

TWFG TWFG INC

+$7.1M

871,661 +20%