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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 74
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$1.18B
11,947,614
-8%
减持
FDS
FACTSET RESH SYS INC
-$477.1M
1,819,059
-18%
增持
IT
GARTNER INC
-$340.4M
4,322,113
+18%
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
IRDM
IRIDIUM COMMUNICATIONS INC
-$240.8M
682,926
-92%
清仓
GTLS
CHART INDS INC
-$145.8M
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$127.9M
5,168,851
-8%
减持
IDXX
IDEXX LABS INC
+$113.6M
1,884,129
-7%
增持
RRR
RED ROCK RESORTS INC
+$110.8M
12,269,167
+0%
增持
MSCI
MSCI INC
+$106.7M
2,394,117
+10%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$104.1M
5,143,996
-30%
增持
NVDA
NVIDIA CORPORATION
+$100.5M
2,985,302
+3%
减持
—
DAYFORCE INC
-$98.6M
523,064
-78%
减持
—
ARCH CAP GROUP LTD
-$94.1M
18,759,655
-5%
增持
KNSL
KINSALE CAP GROUP INC
-$92.9M
1,788,590
+1%
减持
—
CYBERARK SOFTWARE LTD
-$88.0M
26,779
-89%
增持
LOAR
LOAR HOLDINGS INC
+$86.0M
1,809,099
+165%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$84.6M
4,609,768
+10%
增持
MORN
MORNINGSTAR INC
-$78.5M
1,414,305
+9%
增持
BABA
ALIBABA GROUP HLDG LTD
+$71.9M
1,003,699
+6%
增持
VRSK
VERISK ANALYTICS INC
-$71.2M
1,221,015
+1%
增持
GDS
GDS HLDGS LTD
+$68.4M
4,258,664
+35%
清仓
ANSS
ANSYS INC
-$68.3M
0
-100%
建仓
AAON
AAON INC
+$67.9M
726,907
增持
—
BIRKENSTOCK HOLDING PLC
+$67.3M
6,353,801
+42%
减持
CG
CARLYLE GROUP INC
-$66.3M
167,076
-89%
减持
FIGS
FIGS INC
+$62.7M
59,934,448
-0%
减持
TTD
THE TRADE DESK INC
-$62.2M
1,798,634
-14%
增持
CHH
CHOICE HOTELS INTL INC
-$60.2M
5,359,896
+7%
减持
PAR
PAR TECHNOLOGY CORP
-$53.8M
1,711,465
-2%
建仓
NTSK
NETSKOPE INC
+$52.9M
2,326,779
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$51.5M
938,962
-24%
建仓
STUB
STUBHUB HLDGS INC
+$50.4M
2,994,330
减持
INSP
INSPIRE MED SYS INC
-$49.7M
190,023
-61%
减持
KRMN
KARMAN HLDGS INC
+$49.6M
2,371,232
-2%
增持
DUOL
DUOLINGO INC
+$47.8M
243,708
+226%
增持
APH
AMPHENOL CORP
+$47.3M
1,889,530
+0%
增持
WYNN
WYNN RESORTS LTD
+$46.3M
1,337,858
+0%
建仓
BMI
BADGER METER INC
+$45.4M
254,423
增持
PRMB
PRIMO BRANDS CORPORATION
+$44.3M
2,252,512
+1128%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
-$43.9M
3,010,203
+0%
减持
PRI
PRIMERICA INC
-$43.9M
1,408,241
-11%
建仓
LGN
LEGENCE CORP
+$42.9M
1,392,531
减持
CSGP
COSTAR GROUP INC
+$42.3M
19,255,566
-2%
建仓
HTFL
HEARTFLOW INC
+$41.7M
1,237,506
建仓
FIG
FIGMA INC
+$38.9M
750,000
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.0M
605,912
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$37.5M
7,131,959
+1%
增持
H
HYATT HOTELS CORP
+$36.5M
6,116,673
+3%
增持
JLL
JONES LANG LASALLE INC
+$35.7M
564,097
+9%
减持
FICO
FAIR ISAAC CORP
-$34.4M
75,829
-6%
增持
MRCY
MERCURY SYS INC
+$33.7M
1,295,284
+5%
增持
IRM
IRON MTN INC DEL
+$33.5M
436,831
+306%
减持
SHOP
SHOPIFY INC
+$32.2M
2,285,499
-14%
减持
CNS
COHEN & STEERS INC
-$31.9M
1,728,387
-10%
增持
STEP
STEPSTONE GROUP INC
+$31.3M
598,290
+326%
减持
ROP
ROPER TECHNOLOGIES INC
-$31.1M
226,060
-11%
增持
FND
FLOOR & DECOR HLDGS INC
+$31.0M
1,527,395
+42%
增持
TOL
TOLL BROTHERS INC
+$30.3M
1,156,885
+2%
增持
PONY
PONY AI INC
+$30.3M
2,335,346
+39%
增持
—
SPOTIFY TECHNOLOGY S A
-$29.1M
988,695
+5%
增持
ITGR
INTEGER HLDGS CORP
+$27.2M
766,055
+81%
增持
—
LIBERTY MEDIA CORP DEL
+$26.4M
1,458,910
+3%
减持
IBP
INSTALLED BLDG PRODS INC
+$26.3M
458,182
-5%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$25.8M
600,938
增持
CGNX
COGNEX CORP
+$25.8M
1,900,166
+0%
减持
HLI
HOULIHAN LOKEY INC
+$25.8M
1,130,190
-1%
减持
CAKE
CHEESECAKE FACTORY INC
-$25.7M
1,250,037
-17%
增持
—
CRH PLC
+$25.4M
842,734
+2%
减持
TDG
TRANSDIGM GROUP INC
-$25.3M
82,149
-6%
增持
SITM
SITIME CORP
+$25.3M
178,103
+34%
减持
ARGX
ARGENX SE
+$24.1M
167,694
-7%
减持
AMT
AMERICAN TOWER CORP
-$22.8M
534,053
-6%
增持
NOVT
NOVANTA INC
+$22.7M
627,093
+102%
减持
WELL
WELLTOWER INC
+$22.6M
1,186,934
-3%
增持
INTA
INTAPP INC
-$21.5M
2,880,950
+7%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$21.2M
211,352
-12%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$20.8M
1,480,776
+16%
建仓
METC
RAMACO RES INC
+$20.7M
623,058
增持
BX
BLACKSTONE INC
+$19.4M
616,242
+7%
减持
—
ICON PLC
+$19.4M
684,941
-1%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$19.4M
2,395,032
+80%
增持
PLD
PROLOGIS INC.
+$18.8M
891,522
+12%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$18.5M
1,966,876
+1%
减持
CBRE
CBRE GROUP INC
+$18.3M
1,362,985
-3%
建仓
—
ACCELERANT HOLDINGS
+$18.1M
1,218,309
增持
EXAS
EXACT SCIENCES CORP
+$18.1M
2,139,050
+15%
减持
AVGO
BROADCOM INC
+$18.0M
497,399
-6%
减持
COO
COOPER COS INC
-$17.8M
663,738
-25%
减持
VRT
VERTIV HOLDINGS CO
-$17.7M
2,070,643
-19%
增持
AEIS
ADVANCED ENERGY INDS
+$17.2M
391,985
+5%
增持
IOT
SAMSARA INC
+$17.2M
3,378,831
+24%
增持
RGEN
REPLIGEN CORP
+$16.9M
381,678
+39%
建仓
VIA
VIA TRANSN INC
+$16.0M
333,384
减持
IRT
INDEPENDENCE RLTY TR INC
-$15.9M
1,467,193
-35%
增持
RDNT
RADNET INC
+$15.6M
810,066
+0%
增持
GOOGL
ALPHABET INC
+$15.5M
157,439
+22%
增持
VMC
VULCAN MATLS CO
+$14.9M
223,166
+8%
增持
—
ON HLDG AG
-$14.5M
4,746,553
+15%
增持
MELI
MERCADOLIBRE INC
-$14.4M
62,634
+2%
建仓
ANET
ARISTA NETWORKS INC
+$14.3M
97,965
减持
LPLA
LPL FINL HLDGS INC
-$14.3M
207,897
-7%
减持
TW
TRADEWEB MKTS INC
-$14.1M
392,110
-0%
增持
JBTM
JBT MAREL CORPORATION
+$14.1M
700,040
+0%
增持
XPEV
XPENG INC
+$13.9M
928,738
+111%
增持
PWR
QUANTA SVCS INC
+$13.9M
356,846
+1%
减持
EQIX
EQUINIX INC
-$13.4M
178,348
-7%
增持
MAC
MACERICH CO
+$13.4M
2,909,869
+19%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$13.1M
1,932,889
-53%
增持
WING
WINGSTOP INC
-$12.7M
159,779
+2%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$12.6M
6,314,857
-21%
增持
LVS
LAS VEGAS SANDS CORP
+$12.5M
1,218,229
+0%
增持
DT
DYNATRACE INC
+$12.2M
1,378,122
+39%
增持
SPRY
ARS PHARMACEUTICALS INC
+$12.1M
1,268,532
+3071%
建仓
SNPS
SYNOPSYS INC
+$11.7M
23,788
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$11.6M
300,931
-2%
建仓
MIR
MIRION TECHNOLOGIES INC
+$11.6M
500,000
减持
LLY
ELI LILLY & CO
-$11.6M
85,613
-13%
增持
GDYN
GRID DYNAMICS HLDGS INC
-$11.5M
3,000,322
+0%
增持
—
ARCELLX INC
+$11.1M
550,236
+6%
减持
TEAM
ATLASSIAN CORPORATION
-$11.0M
175,254
-9%
减持
DXCM
DEXCOM INC
-$10.7M
272,500
-18%
增持
LOW
LOWES COS INC
+$10.5M
242,466
+7%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$10.5M
900,000
-10%
增持
NPO
ENPRO INC
+$10.4M
289,391
+1%
增持
TEM
TEMPUS AI INC
+$10.4M
263,250
+54%
减持
ISRG
INTUITIVE SURGICAL INC
-$10.2M
99,633
-1%
减持
TXRH
TEXAS ROADHOUSE INC
-$10.1M
288,439
-7%
清仓
LI
LI AUTO INC
-$9.8M
0
-100%
减持
HQY
HEALTHEQUITY INC
-$9.7M
759,525
-3%
增持
—
ESTABLISHMENT LABS HLDGS INC
+$9.7M
1,181,824
+30%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$9.7M
20,104
-87%
减持
EFOR
ASGN INC
-$9.7M
1,321,680
-9%
减持
BN
BROOKFIELD CORP
+$9.5M
2,402,280
-4%
增持
GTLB
GITLAB INC
+$9.5M
1,598,057
+15%
减持
ZLAB
ZAI LAB LTD
-$9.1M
1,371,243
-14%
减持
DAVA
ENDAVA PLC
-$8.9M
118,800
-82%
减持
VNO
VORNADO RLTY TR
-$8.8M
1,408,487
-18%
增持
—
JFROG LTD
+$8.7M
1,249,068
+9%
增持
NU
NU HLDGS LTD
+$8.2M
1,738,774
+22%
增持
DHI
D R HORTON INC
+$8.1M
199,717
+0%
减持
TRU
TRANSUNION
-$7.9M
822,483
-6%
减持
—
AFYA LTD
-$7.9M
1,729,805
-11%
增持
GOOG
ALPHABET INC
+$7.8M
117,250
+0%
增持
—
ODDITY TECH LTD
-$7.6M
1,376,781
+11%
增持
MTN
VAIL RESORTS INC
-$7.4M
5,702,692
+4%
减持
MBLY
MOBILEYE GLOBAL INC
-$7.4M
13,357
-97%
清仓
—
GLOBANT S A
-$7.3M
0
-100%
增持
—
MASIMO CORP
-$7.3M
388,747
+1%
增持
MSFT
MICROSOFT CORP
+$7.3M
335,547
+0%
增持
DRVN
DRIVEN BRANDS HLDGS INC
-$7.2M
5,000,261
+0%
