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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 57
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
FDS
FACTSET RESH SYS INC
+$317.2M
2,888,845
+59%
增持
CSGP
COSTAR GROUP INC
-$313.5M
19,498,099
+1%
增持
FIGS
FIGS INC
+$280.2M
59,959,449
+0%
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
MSCI
MSCI INC
+$222.6M
2,755,747
+15%
减持
MTN
VAIL RESORTS INC
-$214.2M
4,809,928
-16%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$156.7M
1,858,796
-64%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$153.4M
5,147,550
-0%
清仓
—
LIBERTY MEDIA CORP DEL
-$141.5M
0
-100%
建仓
LLYVK
LIBERTY LIVE HOLDINGS INC
+$134.2M
1,613,666
增持
CHH
CHOICE HOTELS INTL INC
+$130.6M
7,386,575
+38%
增持
—
SPOTIFY TECHNOLOGY S A
-$111.0M
997,291
+1%
减持
H
HYATT HOTELS CORP
+$110.9M
6,106,485
-0%
减持
CNS
COHEN & STEERS INC
-$103.0M
165,076
-90%
减持
PRI
PRIMERICA INC
-$98.3M
1,132,544
-20%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$84.8M
1,209,773
-37%
增持
VTR
VENTAS INC
+$82.4M
1,219,483
+615%
清仓
TREX
TREX CO INC
-$82.1M
0
-100%
清仓
ITGR
INTEGER HLDGS CORP
-$79.2M
0
-100%
清仓
DUOL
DUOLINGO INC
-$78.4M
0
-100%
减持
IT
GARTNER INC
-$73.3M
4,212,957
-3%
减持
TTD
THE TRADE DESK INC
-$69.2M
500,036
-72%
减持
TECH
BIO-TECHNE CORP
-$67.9M
1,207,499
-52%
减持
KNSL
KINSALE CAP GROUP INC
-$64.0M
1,781,201
-0%
减持
VRT
VERTIV HOLDINGS CO
-$62.0M
1,545,572
-25%
建仓
SKY
CHAMPION HOMES INC
+$61.3M
725,542
减持
MORN
MORNINGSTAR INC
-$58.3M
1,241,794
-12%
清仓
VNO
VORNADO RLTY TR
-$57.1M
0
-100%
减持
AMT
AMERICAN TOWER CORP
-$55.7M
267,813
-50%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$55.4M
146,334
-31%
减持
TSLA
TESLA INC
+$50.7M
11,927,475
-0%
增持
—
ON HLDG AG
+$50.2M
5,405,486
+14%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$50.2M
7,816,447
+2%
增持
ABNB
AIRBNB INC
+$49.2M
880,076
+52%
增持
NOVT
NOVANTA INC
+$48.7M
936,962
+49%
增持
AMZN
AMAZON COM INC
+$46.0M
1,225,159
+14%
建仓
WAY
WAYSTAR HLDG CORP
+$45.6M
1,393,634
清仓
IRM
IRON MTN INC DEL
-$44.5M
0
-100%
建仓
CWST
CASELLA WASTE SYS INC
+$43.7M
446,242
增持
PLD
PROLOGIS INC.
+$39.5M
1,109,127
+24%
减持
MRCY
MERCURY SYS INC
-$39.2M
835,823
-35%
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$38.7M
773,799
减持
VEEV
VEEVA SYS INC
-$38.5M
262,070
-20%
增持
—
BIRKENSTOCK HOLDING PLC
+$38.3M
7,966,037
+25%
增持
RGEN
REPLIGEN CORP
+$38.2M
544,779
+43%
减持
CPNG
COUPANG INC
-$37.8M
4,274,350
-1%
减持
TMHC
TAYLOR MORRISON HOME CORP
-$37.4M
400,419
-57%
减持
HLI
HOULIHAN LOKEY INC
-$36.3M
1,123,951
-1%
清仓
—
DAYFORCE INC
-$36.0M
0
-100%
增持
INTA
INTAPP INC
+$34.7M
3,327,989
+16%
增持
—
JFROG LTD
+$34.2M
1,493,518
+20%
清仓
DHI
D R HORTON INC
-$33.8M
0
-100%
清仓
BEKE
KE HLDGS INC
-$33.4M
0
-100%
减持
GDS
GDS HLDGS LTD
-$32.7M
3,784,848
-11%
增持
LVS
LAS VEGAS SANDS CORP
+$32.0M
1,497,892
+23%
减持
—
ODDITY TECH LTD
-$31.4M
1,353,715
-2%
减持
PAR
PAR TECHNOLOGY CORP
-$31.3M
1,004,536
-41%
减持
KRMN
KARMAN HLDGS INC
-$31.1M
1,914,221
-19%
减持
AMH
AMERICAN HOMES 4 RENT
-$30.3M
212,379
-81%
减持
FND
FLOOR & DECOR HLDGS INC
-$30.1M
1,354,401
-11%
减持
DLR
DIGITAL RLTY TR INC
-$29.2M
138,178
-53%
增持
SHOP
SHOPIFY INC
+$28.7M
2,288,270
+0%
减持
EQIX
EQUINIX INC
-$28.3M
145,429
-18%
增持
NU
NU HLDGS LTD
+$28.0M
3,335,290
+92%
增持
LLY
ELI LILLY & CO
+$27.6M
86,476
+1%
清仓
JBI
JANUS INTERNATIONAL GROUP IN
-$27.1M
0
-100%
建仓
RKT
ROCKET COS INC
+$27.1M
1,398,360
减持
BXP
BXP INC
-$26.7M
202,984
-63%
增持
RRR
RED ROCK RESORTS INC
+$26.5M
12,519,892
+2%
减持
DEI
DOUGLAS EMMETT INC
-$25.9M
124,363
-93%
增持
WELL
WELLTOWER INC
+$25.7M
1,277,492
+8%
增持
HTFL
HEARTFLOW INC
+$25.5M
2,303,877
+86%
建仓
GLIBK
GCI LIBERTY INC
+$25.4M
681,440
减持
WYNN
WYNN RESORTS LTD
-$24.9M
1,219,590
-9%
减持
SCHW
SCHWAB CHARLES CORP
+$24.5M
7,060,309
-1%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$24.0M
0
-100%
建仓
—
CUSHMAN AND WAKEFIELD LTD
+$24.0M
1,481,285
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$23.6M
634,652
+5%
减持
—
ARCH CAP GROUP LTD
+$23.3M
17,987,505
-4%
减持
IEX
IDEX CORP
-$22.9M
71,314
-67%
减持
—
ICON PLC
-$22.5M
534,248
-22%
增持
BABA
ALIBABA GROUP HLDG LTD
-$22.3M
1,071,647
+7%
增持
AVGO
BROADCOM INC
+$22.0M
537,840
+8%
建仓
CVCO
CAVCO INDS INC DEL
+$21.9M
37,078
减持
—
ESTABLISHMENT LABS HLDGS INC
+$21.6M
961,226
-19%
增持
JLL
JONES LANG LASALLE INC
+$21.6M
564,297
+0%
减持
MELI
MERCADOLIBRE INC
-$21.6M
61,964
-1%
增持
ZLAB
ZAI LAB LTD
-$21.5M
1,418,005
+3%
清仓
METC
RAMACO RES INC
-$20.7M
0
-100%
建仓
NP
NEPTUNE INS HLDGS INC
+$20.7M
708,728
减持
ROP
ROPER TECHNOLOGIES INC
-$20.4M
207,437
-8%
增持
IOT
SAMSARA INC
+$20.2M
4,120,031
+22%
减持
EXAS
EXACT SCIENCES CORP
-$20.1M
954,547
-55%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$20.0M
5,772,623
-9%
增持
TTAN
SERVICETITAN INC
+$19.8M
1,096,931
+14%
增持
AXON
AXON ENTERPRISE INC
+$19.4M
106,441
+86%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$18.6M
4,643,376
+1%
减持
GTLB
GITLAB INC
-$18.5M
1,426,527
-11%
减持
VRSN
VERISIGN INC
-$17.9M
28,090
-68%
增持
LGN
LEGENCE CORP
+$17.2M
1,395,682
+0%
增持
INSP
INSPIRE MED SYS INC
+$17.0M
337,486
+78%
减持
NET
CLOUDFLARE INC
-$16.7M
409,604
-10%
增持
META
META PLATFORMS INC
-$16.4M
270,126
+2%
减持
BX
BLACKSTONE INC
-$15.9M
580,010
-6%
增持
VRSK
VERISK ANALYTICS INC
-$15.7M
1,302,611
+7%
增持
—
NOVA LTD
+$15.7M
154,511
+41%
清仓
GFI
GOLD FIELDS LTD
-$15.6M
0
-100%
减持
—
XP INC
-$15.3M
1,195,477
-36%
增持
PONY
PONY AI INC
-$15.0M
2,586,581
+11%
增持
MPWR
MONOLITHIC PWR SYS INC
+$14.7M
65,227
+35%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$14.7M
504,700
建仓
BLLN
BILLIONTOONE INC
+$13.9M
170,000
建仓
ANDG
ANDERSEN GROUP INC
+$13.0M
500,000
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$12.8M
562,105
-6%
减持
IDXX
IDEXX LABS INC
+$12.7M
1,798,041
-5%
增持
BWIN
THE BALDWIN INSURANCE GRP IN
-$12.6M
3,010,428
+0%
减持
SITM
SITIME CORP
-$12.5M
116,493
-35%
减持
S
SENTINELONE INC
-$12.5M
2,536,596
-12%
减持
RPAY
REPAY HLDGS CORP
-$12.3M
2,000,000
-47%
增持
ZS
ZSCALER INC
-$12.1M
190,968
+4%
增持
NOW
SERVICENOW INC
-$11.8M
224,966
+348%
增持
AAON
AAON INC
-$11.6M
738,016
+2%
减持
—
WIX COM LTD
-$11.4M
146,216
-2%
增持
WING
WINGSTOP INC
+$11.1M
215,231
+35%
增持
INDI
INDIE SEMICONDUCTOR INC
-$11.1M
21,705,742
+1%
增持
GOOGL
ALPHABET INC
+$11.0M
157,498
+0%
减持
SQ
BLOCK INC
-$11.0M
360,345
-24%
减持
ISRG
INTUITIVE SURGICAL INC
+$10.6M
97,334
-2%
增持
—
STEVANATO GROUP S P A
-$10.5M
2,001,724
+1%
减持
STUB
STUBHUB HLDGS INC
-$10.5M
2,953,213
-1%
减持
CDW
CDW CORP
-$10.2M
231,243
-12%
减持
DDOG
DATADOG INC
-$10.1M
490,582
-9%
减持
PWR
QUANTA SVCS INC
-$9.4M
328,010
-8%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$9.3M
2,983,065
+25%
减持
—
CYBERARK SOFTWARE LTD
-$9.3M
8,105
-70%
增持
ILMN
ILLUMINA INC
+$9.0M
219,566
+6%
建仓
WY
WEYERHAEUSER CO MTN BE
+$9.0M
378,848
增持
COO
COOPER COS INC
+$9.0M
664,491
+0%
减持
—
MASIMO CORP
-$8.7M
373,899
-4%
增持
MSFT
MICROSOFT CORP
-$8.5M
341,758
+2%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$8.4M
200,000
-71%
建仓
EXR
EXTRA SPACE STORAGE INC
+$8.4M
64,735
增持
GOOG
ALPHABET INC
+$8.4M
117,784
+0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$8.3M
267,703
+1%
增持
VRNS
VARONIS SYS INC
+$8.1M
1,226,240
+119%
减持
RBC
RBC BEARINGS INC
+$8.0M
303,110
-7%
减持
LPX
LOUISIANA PAC CORP
-$8.0M
674,577
-4%
增持
STEP
STEPSTONE GROUP INC
+$7.8M
730,557
+22%
清仓
VICI
VICI PPTYS INC
-$7.8M
0
-100%
增持
MAC
MACERICH CO
+$7.7M
3,286,261
+13%
清仓
INVH
INVITATION HOMES INC
-$7.6M
0
-100%
