小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 17增持 49减持 72清仓 12

方向

标的

Δ市值

现股数(环比)

减持

TSLA TESLA INC

-$2.20B

14,213,133 -3%

减持

IT GARTNER INC

-$314.2M

3,771,609 -4%

减持

ANSS ANSYS INC

-$207.9M

852,310 -40%

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。

增持

H HYATT HOTELS CORP

-$162.2M

5,788,963 +4%

减持

EQIX EQUINIX INC

-$161.4M

139,288 -52%

建仓

AMT AMERICAN TOWER CORP

+$152.2M

699,676

减持

MTN VAIL RESORTS INC

-$146.1M

5,284,222 -0%

减持

CSGP COSTAR GROUP INC

+$133.2M

19,032,522 -1%

减持

DNUT KRISPY KREME INC

-$111.8M

3,645,959 -72%

减持

FDS FACTSET RESH SYS INC

-$109.3M

2,248,026 -5%

减持

MSCI MSCI INC

-$107.7M

2,071,653 -3%

减持

MSFT MICROSOFT CORP

-$106.2M

364,015 -37%

减持

TECH BIO TECHNE CORP

-$105.9M

3,275,806 -21%

增持

VRT VERTIV HOLDINGS CO

-$98.2M

2,966,603 +8%

建仓

PLD PROLOGIS INC.

+$88.6M

792,536

增持

TTD THE TRADE DESK INC

-$87.6M

1,870,626 +16%

减持

— SPOTIFY TECHNOLOGY S A

+$87.0M

887,956 -1%

减持

DEI DOUGLAS EMMETT INC

-$84.6M

2,123,363 -67%

减持

DLR DIGITAL RLTY TR INC

-$83.1M

201,007 -68%

减持

GDS GDS HLDGS LTD

-$80.9M

3,067,405 -54%

建仓

KRMN KARMAN HLDGS INC

+$80.2M

2,400,648

增持

BABA ALIBABA GROUP HLDG LTD

+$79.7M

1,522,815 +6%

增持

FIGS FIGS INC

+$78.4M

58,671,584 +90%

减持

— DAYFORCE INC

-$73.0M

3,140,432 -11%

增持

NVDA NVIDIA CORPORATION

-$71.0M

2,872,061 +1%

清仓

— INARI MED INC

-$67.0M

0 -100%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$66.5M

643,097 -27%

减持

GWRE GUIDEWIRE SOFTWARE INC

+$64.7M

5,667,682 -4%

减持

BX BLACKSTONE INC

-$64.2M

509,556 -35%

清仓

— ASPEN TECHNOLOGY INC

-$63.2M

0 -100%

增持

WYNN WYNN RESORTS LTD

+$62.0M

854,666 +682%

减持

AXON AXON ENTERPRISE INC

-$61.7M

57,412 -63%

减持

EXPE EXPEDIA GROUP INC

-$61.6M

110,979 -74%

减持

IRDM IRIDIUM COMMUNICATIONS INC

-$59.2M

9,271,284 -14%

清仓

— ALTAIR ENGR INC

-$58.8M

0 -100%

增持

WELL WELLTOWER INC

+$57.5M

1,322,247 +15%

减持

TREX TREX CO INC

-$55.1M

1,610,258 -25%

建仓

— CRH PLC

+$49.9M

566,834

减持

MORN MORNINGSTAR INC

-$49.8M

1,299,508 -0%

清仓

IBTA IBOTTA INC

-$49.2M

0 -100%

减持

WST WEST PHARMACEUTICAL SVSC INC

-$49.0M

416,148 -4%

减持

ARE ALEXANDRIA REAL ESTATE EQ IN

-$48.8M

196,326 -71%

建仓

TMHC TAYLOR MORRISON HOME CORP

+$47.3M

787,616

减持

VNO VORNADO RLTY TR

-$45.4M

1,550,465 -37%

增持

AMH AMERICAN HOMES 4 RENT

+$45.2M

1,898,519 +168%

减持

GTLS CHART INDS INC

-$44.4M

951,203 -0%

减持

CHH CHOICE HOTELS INTL INC

-$44.3M

4,673,034 -0%

减持

ILMN ILLUMINA INC

-$43.5M

139,133 -66%

增持

KNSL KINSALE CAP GROUP INC

+$43.2M

1,738,858 +1%

减持

EFOR ASGN INC

-$41.6M

1,416,680 -10%

减持

MAC MACERICH CO

-$40.8M

3,047,952 -35%

增持

INDI INDIE SEMICONDUCTOR INC

-$38.9M

20,481,379 +3%

减持

NEOG NEOGEN CORP

-$37.6M

7,543,907 -11%

减持

KRC KILROY RLTY CORP

-$37.1M

659,304 -55%

增持

IDXX IDEXX LABS INC

+$35.8M

2,059,777 +3%

清仓

WEX WEX INC

-$35.6M

0 -100%

建仓

WING WINGSTOP INC

+$33.9M

150,392

减持

SHOP SHOPIFY INC

-$33.9M

2,519,934 -2%

建仓

WMS ADVANCED DRAIN SYS INC DEL

+$33.4M

307,855

增持

RDNT RADNET INC

+$32.9M

710,000 +1929%

增持

IRT INDEPENDENCE RLTY TR INC

+$31.9M

3,103,678 +81%

减持

BN BROOKFIELD CORP

-$31.7M

2,016,864 -16%

增持

AMZN AMAZON COM INC

-$31.4M

1,080,478 +0%

增持

SCHW SCHWAB CHARLES CORP

+$31.3M

7,224,168 +0%

建仓

BEKE KE HLDGS INC

+$31.1M

1,549,042

减持

— ICON PLC

-$30.7M

704,485 -4%

减持

— ARCH CAP GROUP LTD

+$30.7M

19,966,752 -2%

减持

CNS COHEN & STEERS INC

-$29.5M

1,943,882 -3%

建仓

EXR EXTRA SPACE STORAGE INC

+$28.8M

194,207

增持

MELI MERCADOLIBRE INC

+$28.6M

65,366 +12%

减持

RDDT REDDIT INC

-$28.0M

8,210 -95%

减持

FICO FAIR ISAAC CORP

-$27.3M

86,240 -8%

减持

LEN LENNAR CORP

-$27.0M

184,914 -48%

增持

AVGO BROADCOM INC

-$26.6M

512,071 +6%

减持

DHI D R HORTON INC

-$25.7M

198,526 -46%

减持

CG CARLYLE GROUP INC

-$25.1M

1,587,053 -15%

减持

NOW SERVICENOW INC

-$24.9M

64,442 -10%

增持

MPWR MONOLITHIC PWR SYS INC

+$23.9M

49,805 +486%

建仓

LI LI AUTO INC

+$23.2M

919,740

建仓

CHDN CHURCHILL DOWNS INC

+$23.1M

208,427

清仓

BZ KANZHUN LIMITED

-$22.7M

0 -100%

减持

ARGX ARGENX SE

-$22.6M

213,400 -12%

增持

RRR RED ROCK RESORTS INC

-$21.9M

11,602,411 +2%

增持

FND FLOOR & DECOR HLDGS INC

-$21.6M

1,126,717 +0%

增持

PAR PAR TECHNOLOGY CORP

+$21.6M

1,613,953 +51%

增持

KTOS KRATOS DEFENSE & SEC SOLUTIO

+$21.5M

4,609,546 +5%

减持

NU NU HLDGS LTD

-$20.3M

1,203,068 -62%

增持

PWR QUANTA SVCS INC

-$19.4M

325,868 +1%

增持

DDOG DATADOG INC

-$18.4M

578,764 +9%

增持

ROP ROPER TECHNOLOGIES INC

+$17.8M

253,492 +0%

增持

SNOW SNOWFLAKE INC

+$17.7M

415,209 +49%

建仓

XPEV XPENG INC

+$17.7M

852,979

减持

— ASML HOLDING N V

-$17.5M

29,038 -45%

增持

VMC VULCAN MATLS CO

+$16.2M

232,002 +57%

减持

ZLAB ZAI LAB LTD

+$16.1M

1,829,494 -4%

减持

VRSK VERISK ANALYTICS INC

+$15.9M

1,212,494 -3%

建仓

SAIL SAILPOINT INC

+$15.8M

842,712

减持

MA MASTERCARD INCORPORATED

-$15.7M

84,998 -28%

增持

LPLA LPL FINL HLDGS INC

+$15.0M

165,251 +38%

减持

BAM BROOKFIELD ASSET MANAGMT LTD

-$14.9M

1,200,503 -11%

减持

AVNT AVIENT CORPORATION

-$14.8M

1,250,000 -17%

建仓

EGP EASTGROUP PPTYS INC

+$14.5M

82,248

减持

IEX IDEX CORP

-$14.5M

222,991 -15%

增持

TTAN SERVICETITAN INC

+$14.2M

889,075 +30%

减持

BFAM BRIGHT HORIZONS FAM SOL IN D

-$14.0M

1,250,197 -20%

增持

LOAR LOAR HOLDINGS INC

+$13.9M

339,557 +149%

增持

EXAS EXACT SCIENCES CORP

+$13.6M

1,472,714 +65%

增持

NPO ENPRO INC

+$13.6M

233,415 +66%

减持

— WIX COM LTD

-$12.7M

148,431 -14%

增持

INTA INTAPP INC

-$12.6M

2,510,962 +1%

增持

IOT SAMSARA INC

+$12.6M

1,098,803 +62%

减持

PLNT PLANET FITNESS INC

-$12.5M

1,150,000 -8%

减持

MTD METTLER TOLEDO INTERNATIONAL

-$12.1M

280,925 -0%

清仓

MRVI MARAVAI LIFESCIENCES HLDGS I

-$12.0M

0 -100%

增持

— NOVA LTD

+$12.0M

156,353 +83%

增持

LLY ELI LILLY & CO

+$11.7M

32,844 +64%

建仓

TRNS TRANSCAT INC

+$11.5M

154,024

增持

SITE SITEONE LANDSCAPE SUPPLY INC

-$11.4M

1,699,711 +3%

减持

BAH BOOZ ALLEN HAMILTON HLDG COR

-$10.8M

311,265 -8%

增持

— JFROG LTD

+$10.7M

1,000,000 +38%

增持

JLL JONES LANG LASALLE INC

+$10.6M

471,841 +12%

增持

SQ BLOCK INC

-$10.4M

498,503 +13%

减持

ISRG INTUITIVE SURGICAL INC

-$10.2M

133,504 -9%

减持

GLPI GAMING & LEISURE PPTYS INC

+$10.1M

7,594,545 -3%

增持

TME TENCENT MUSIC ENTMT GROUP

+$10.1M

3,125,112 +1%

清仓

CDNS CADENCE DESIGN SYSTEM INC

-$10.1M

0 -100%

减持

LPX LOUISIANA PAC CORP

-$10.0M

542,024 -6%

清仓

IRM IRON MTN INC DEL

-$9.5M

0 -100%

增持

GTLB GITLAB INC

-$9.4M

1,353,990 +5%

增持

LYV LIVE NATION ENTERTAINMENT IN

+$9.4M

265,000 +36%

增持

DRVN DRIVEN BRANDS HLDGS INC

+$9.0M

5,000,000 +5%

减持

AVB AVALONBAY CMNTYS INC

-$9.0M

165,285 -18%

减持

— GLOBANT S A

-$8.9M

82,912 -5%

清仓

AAON AAON INC

-$8.9M

0 -100%

增持

S SENTINELONE INC

-$8.9M

2,356,935 +1%

增持

ZS ZSCALER INC

+$8.9M

175,654 +22%

减持

VCYT VERACYTE INC

-$8.8M

876,756 -0%

减持

YMM FULL TRUCK ALLIANCE CO LTD

+$8.6M

9,215,706 -9%

减持

HLT HILTON WORLDWIDE HLDGS INC

-$8.6M

309,437 -3%

清仓

BLDR BUILDERS FIRSTSOURCE INC

-$8.6M

0 -100%

清仓

ADBE ADOBE INC

-$8.5M

0 -100%

减持

TRU TRANSUNION

-$8.5M

871,618 -0%

增持

WY WEYERHAEUSER CO MTN BE

+$8.4M

340,548 +524%

减持

CDNA CAREDX INC

-$8.4M

2,190,006 -1%

建仓

CCI CROWN CASTLE INC

+$8.3M

79,830

减持

COO COOPER COS INC

-$8.3M

887,945 -2%

增持

LVS LAS VEGAS SANDS CORP

-$8.1M

1,953,565 +20%

减持

DAVA ENDAVA PLC

-$8.1M

653,368 -3%

减持

EQR EQUITY RESIDENTIAL

-$8.0M

959,081 -10%

建仓

PRMB PRIMO BRANDS CORPORATION

+$7.6M

212,954