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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 74
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$452.1M
13,018,798
-8%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$254.2M
5,589,520
-1%
增持
—
SPOTIFY TECHNOLOGY S A
+$230.8M
937,323
+6%
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
IDXX
IDEXX LABS INC
+$225.2M
2,032,620
-1%
减持
ANSS
ANSYS INC
-$201.5M
194,552
-77%
增持
NVDA
NVIDIA CORPORATION
+$145.2M
2,889,282
+1%
增持
RRR
RED ROCK RESORTS INC
+$135.2M
12,269,004
+6%
减持
—
ARCH CAP GROUP LTD
-$124.2M
19,727,230
-1%
增持
H
HYATT HOTELS CORP
+$122.5M
5,955,212
+3%
减持
VRT
VERTIV HOLDINGS CO
+$115.9M
2,570,600
-13%
减持
IT
GARTNER INC
-$106.6M
3,652,761
-3%
减持
BABA
ALIBABA GROUP HLDG LTD
-$93.8M
948,015
-38%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$81.3M
4,198,424
+359%
增持
MSCI
MSCI INC
+$80.2M
2,170,333
+5%
减持
SCHW
SCHWAB CHARLES CORP
+$77.9M
7,051,368
-2%
增持
CSGP
COSTAR GROUP INC
+$74.3M
19,679,935
+3%
增持
TOL
TOLL BROTHERS INC
+$74.3M
1,134,680
+117%
增持
FIGS
FIGS INC
+$69.0M
59,974,407
+2%
减持
AAPL
APPLE INC
-$68.7M
12,471
-96%
增持
SHOP
SHOPIFY INC
+$66.8M
2,664,940
+6%
增持
IOT
SAMSARA INC
+$66.5M
2,731,429
+149%
增持
DKNG
DRAFTKINGS INC
+$66.4M
3,670,460
+34%
增持
APH
AMPHENOL CORP
+$65.0M
1,889,030
+2%
增持
AVGO
BROADCOM INC
+$60.3M
529,935
+3%
增持
WYNN
WYNN RESORTS LTD
+$53.9M
1,337,236
+56%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$52.9M
4,084,269
-11%
增持
PWR
QUANTA SVCS INC
+$51.2M
354,475
+9%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$51.1M
238,933
-15%
增持
ABNB
AIRBNB INC
+$50.0M
498,499
+272%
增持
LLY
ELI LILLY & CO
+$49.8M
98,639
+200%
增持
BN
BROOKFIELD CORP
+$49.5M
2,510,075
+24%
建仓
HNGE
HINGE HEALTH INC
+$48.9M
945,762
减持
—
DAYFORCE INC
-$48.6M
2,430,492
-23%
增持
INDI
INDIE SEMICONDUCTOR INC
+$48.4M
25,294,776
+24%
减持
TECH
BIO-TECHNE CORP
-$48.3M
2,795,147
-15%
增持
TTD
THE TRADE DESK INC
+$48.0M
2,088,350
+12%
清仓
UTZ
UTZ BRANDS INC
-$45.8M
0
-100%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$42.7M
7,365,805
-3%
增持
KRMN
KARMAN HLDGS INC
+$41.4M
2,415,134
+1%
减持
META
META PLATFORMS INC
+$39.5M
273,059
-3%
增持
EQIX
EQUINIX INC
+$39.5M
192,418
+38%
增持
—
ON HLDG AG
+$39.5M
4,139,974
+3%
建仓
BXP
BXP INC
+$38.6M
571,810
清仓
JD
JD.COM INC
-$35.9M
0
-100%
增持
—
BIRKENSTOCK HOLDING PLC
+$35.7M
4,477,403
+11%
清仓
AVB
AVALONBAY CMNTYS INC
-$35.5M
0
-100%
增持
EXAS
EXACT SCIENCES CORP
+$35.2M
1,861,341
+26%
增持
LOAR
LOAR HOLDINGS INC
+$34.8M
682,066
+101%
减持
AMH
AMERICAN HOMES 4 RENT
-$34.2M
1,040,832
-45%
增持
—
LIBERTY MEDIA CORP DEL
+$34.0M
1,417,398
+19%
减持
MELI
MERCADOLIBRE INC
+$33.3M
61,514
-6%
减持
NEOG
NEOGEN CORP
-$32.7M
6,851,534
-9%
减持
—
ODDITY TECH LTD
+$31.6M
1,237,433
-13%
减持
AMZN
AMAZON COM INC
+$31.0M
1,078,330
-0%
减持
MSFT
MICROSOFT CORP
+$29.9M
334,758
-8%
清仓
UNH
UNITEDHEALTH GROUP INC
-$29.8M
0
-100%
减持
EQR
EQUITY RESIDENTIAL
-$29.6M
578,128
-40%
增持
LPLA
LPL FINL HLDGS INC
+$29.4M
222,479
+35%
增持
SPG
SIMON PPTY GROUP INC
+$28.9M
240,938
+307%
清仓
EXR
EXTRA SPACE STORAGE INC
-$28.8M
0
-100%
增持
BXMT
BLACKSTONE MTG TR INC
+$28.7M
1,594,613
+1498%
增持
DLR
DIGITAL RLTY TR INC
+$28.5M
328,860
+64%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$28.4M
1,941,817
+14%
增持
HEI/A
HEICO CORP
+$28.3M
391,992
+13%
增持
NOVT
NOVANTA INC
+$27.0M
311,115
+202%
减持
AMT
AMERICAN TOWER CORP
-$26.8M
567,767
-19%
减持
ARGX
ARGENX SE
-$26.7M
180,733
-15%
增持
DT
DYNATRACE INC
+$26.5M
989,028
+66%
减持
IRT
INDEPENDENCE RLTY TR INC
-$26.0M
2,256,761
-27%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$25.9M
307,647
-26%
增持
—
CRH PLC
+$25.8M
824,165
+45%
增持
DDOG
DATADOG INC
+$25.6M
618,233
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$24.4M
579,204
-10%
减持
FDS
FACTSET RESH SYS INC
-$23.8M
2,231,916
-1%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$23.2M
8,000,606
-13%
清仓
CHDN
CHURCHILL DOWNS INC
-$23.1M
0
-100%
增持
ZS
ZSCALER INC
+$23.0M
184,439
+5%
减持
—
ICON PLC
-$22.8M
690,623
-2%
增持
PAR
PAR TECHNOLOGY CORP
+$22.5M
1,751,387
+9%
减持
LVS
LAS VEGAS SANDS CORP
-$22.5M
1,218,193
-38%
增持
RBC
RBC BEARINGS INC
+$22.3M
327,035
+2%
建仓
PONY
PONY AI INC
+$22.2M
1,684,095
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$22.1M
2,764,395
+3%
清仓
—
COUCHBASE INC
-$22.0M
0
-100%
减持
SNOW
SNOWFLAKE INC
+$21.7M
368,163
-11%
清仓
KRC
KILROY RLTY CORP
-$21.6M
0
-100%
减持
PRI
PRIMERICA INC
-$21.5M
1,588,874
-1%
增持
HLI
HOULIHAN LOKEY INC
+$21.5M
1,146,143
+0%
清仓
LEN
LENNAR CORP
-$21.2M
0
-100%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$20.8M
1,330,484
+81%
增持
—
CYBERARK SOFTWARE LTD
+$20.7M
248,101
+4%
减持
GFI
GOLD FIELDS LTD
-$19.7M
562,299
-62%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$19.5M
1,273,871
+24%
减持
CPNG
COUPANG INC
+$19.5M
4,684,350
-15%
增持
WING
WINGSTOP INC
+$19.0M
157,034
+4%
增持
GDS
GDS HLDGS LTD
+$18.7M
3,153,908
+3%
清仓
EXPE
EXPEDIA GROUP INC
-$18.7M
0
-100%
增持
—
JFROG LTD
+$18.4M
1,149,025
+15%
增持
CBRE
CBRE GROUP INC
+$18.2M
1,401,833
+3%
清仓
DNUT
KRISPY KREME INC
-$17.9M
0
-100%
减持
VEEV
VEEVA SYS INC
+$17.9M
358,291
-3%
增持
VRSK
VERISK ANALYTICS INC
+$17.4M
1,214,330
+0%
减持
AXON
AXON ENTERPRISE INC
+$17.3M
57,329
-0%
增持
NPO
ENPRO INC
+$17.2M
287,128
+23%
增持
EFOR
ASGN INC
-$17.0M
1,446,680
+2%
减持
MORN
MORNINGSTAR INC
+$17.0M
1,295,326
-0%
增持
—
XP INC
+$15.7M
1,910,290
+15%
增持
TTAN
SERVICETITAN INC
+$15.7M
935,388
+5%
增持
JLL
JONES LANG LASALLE INC
+$15.6M
518,364
+10%
减持
TDG
TRANSDIGM GROUP INC
-$15.6M
87,844
-19%
增持
MRCY
MERCURY SYS INC
+$15.0M
1,234,801
+3%
增持
MTN
VAIL RESORTS INC
+$14.8M
5,475,549
+4%
增持
BX
BLACKSTONE INC
+$14.6M
573,985
+13%
增持
AEIS
ADVANCED ENERGY INDS
+$14.5M
373,245
+2%
清仓
ANET
ARISTA NETWORKS INC
-$14.3M
0
-100%
减持
HUBS
HUBSPOT INC
-$14.2M
9,302
-73%
减持
AVNT
AVIENT CORPORATION
-$14.1M
1,000,000
-20%
建仓
ASIC
ATEGRITY SPECIALTY IN CO HO
+$13.8M
642,230
减持
WELL
WELLTOWER INC
-$13.7M
1,228,446
-7%
减持
LI
LI AUTO INC
-$13.4M
361,861
-61%
减持
—
CREDICORP LTD
+$13.2M
378,732
-1%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$13.1M
361,372
减持
MAC
MACERICH CO
-$12.7M
2,446,767
-20%
增持
CHH
CHOICE HOTELS INTL INC
+$12.7M
4,990,652
+7%
减持
SGML
SIGMA LITHIUM CORPORATION
-$12.6M
419,800
-70%
增持
ILMN
ILLUMINA INC
+$12.6M
247,472
+78%
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$12.5M
2,750,000
-43%
减持
HQY
HEALTHEQUITY INC
+$12.3M
780,000
-1%
增持
—
CLEARWATER ANALYTICS HLDGS I
-$11.8M
6,094,715
+12%
增持
—
MASIMO CORP
+$11.8M
384,589
+21%
增持
COO
COOPER COS INC
-$11.6M
889,454
+0%
减持
ISRG
INTUITIVE SURGICAL INC
-$11.4M
100,773
-25%
减持
FICO
FAIR ISAAC CORP
-$11.1M
80,910
-6%
建仓
IRM
IRON MTN INC DEL
+$11.0M
107,524
增持
RDNT
RADNET INC
+$10.8M
810,000
+14%
增持
IBP
INSTALLED BLDG PRODS INC
+$10.7M
481,039
+8%
减持
CNS
COHEN & STEERS INC
-$10.7M
1,928,299
-1%
增持
LPX
LOUISIANA PAC CORP
+$10.6M
703,548
+30%
减持
ZLAB
ZAI LAB LTD
-$10.6M
1,587,814
-13%
增持
EXPO
EXPONENT INC
+$10.3M
501,239
+50%
清仓
RH
RH
-$10.1M
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$10.0M
0
-100%
减持
XPEV
XPENG INC
-$9.8M
439,981
-48%
增持
TMHC
TAYLOR MORRISON HOME CORP
+$9.4M
923,551
+17%
减持
FND
FLOOR & DECOR HLDGS INC
-$9.1M
1,073,912
-5%
建仓
HST
HOST HOTELS & RESORTS INC
+$9.0M
582,925
增持
AGYS
AGILYSYS INC
+$8.8M
93,809
+245%
增持
SITM
SITIME CORP
+$8.8M
133,202
+4%
增持
CDNA
CAREDX INC
+$8.7M
2,435,657
+11%
增持
LOW
LOWES COS INC
+$8.5M
227,311
+26%
