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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 43
减持 80
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
-$927.7M
11,933,509
+0%
减持
CSGP
COSTAR GROUP INC
-$652.9M
16,314,175
-16%
减持
IDXX
IDEXX LABS INC
-$298.7M
1,633,367
-9%
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
SHOP
SHOPIFY INC
+$191.3M
4,718,230
+106%
增持
VRSK
VERISK ANALYTICS INC
+$185.3M
2,511,976
+93%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$184.9M
154,864
-98%
减持
MORN
MORNINGSTAR INC
-$141.5M
759,515
-39%
减持
MSFT
MICROSOFT CORP
-$138.0M
73,753
-78%
建仓
FPS
FORGENT POWER SOLUTIONS INC
+$136.8M
4,674,583
增持
EQIX
EQUINIX INC
+$127.7M
243,975
+68%
减持
MSCI
MSCI INC
-$126.1M
2,699,389
-2%
增持
IT
GARTNER INC
-$125.8M
5,917,616
+40%
减持
—
ARCH CAP GROUP LTD
-$121.4M
16,709,759
-7%
减持
JLL
JONES LANG LASALLE INC
-$116.5M
241,208
-57%
减持
INTA
INTAPP INC
-$97.4M
2,144,270
-36%
清仓
EXAS
EXACT SCIENCES CORP
-$96.9M
0
-100%
增持
CHH
CHOICE HOTELS INTL INC
+$92.3M
7,690,494
+4%
增持
—
ON HLDG AG
+$79.2M
9,714,605
+80%
减持
BX
BLACKSTONE INC
-$78.5M
94,599
-84%
减持
BABA
ALIBABA GROUP HLDG LTD
-$77.3M
635,540
-41%
减持
PRI
PRIMERICA INC
-$77.2M
860,026
-24%
减持
CBRE
CBRE GROUP INC
-$73.0M
1,074,451
-21%
建仓
PSA
PUBLIC STORAGE OPER CO
+$72.3M
266,847
减持
DKNG
DRAFTKINGS INC
-$69.9M
4,218,766
-10%
增持
H
HYATT HOTELS CORP
-$67.1M
6,341,673
+4%
增持
DLR
DIGITAL RLTY TR INC
+$66.0M
484,763
+251%
减持
—
JFROG LTD
-$64.2M
620,313
-58%
增持
ABNB
AIRBNB INC
+$62.6M
1,441,221
+64%
增持
GOOGL
ALPHABET INC
+$60.7M
382,577
+143%
增持
—
SPOTIFY TECHNOLOGY S A
+$60.7M
1,319,525
+32%
增持
RRR
RED ROCK RESORTS INC
-$59.9M
13,412,846
+7%
减持
IBP
INSTALLED BLDG PRODS INC
-$57.2M
198,216
-53%
清仓
LPX
LOUISIANA PAC CORP
-$54.5M
0
-100%
减持
FICO
FAIR ISAAC CORP
-$54.2M
57,929
-16%
建仓
IRM
IRON MTN INC DEL
+$53.7M
525,270
减持
—
ODDITY TECH LTD
-$53.6M
62,630
-95%
清仓
GTLB
GITLAB INC
-$53.5M
0
-100%
增持
GDS
GDS HLDGS LTD
+$53.1M
4,597,246
+21%
减持
MELI
MERCADOLIBRE INC
-$50.8M
42,793
-31%
减持
—
ICON PLC
-$50.1M
426,805
-20%
减持
BN
BROOKFIELD CORP
-$49.3M
2,905,510
-20%
清仓
—
MASIMO CORP
-$48.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$48.2M
2,919,758
-2%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$48.0M
6,597,453
+28%
减持
CPNG
COUPANG INC
-$47.8M
2,809,513
-34%
增持
TTAN
SERVICETITAN INC
-$46.1M
1,114,416
+2%
减持
VRT
VERTIV HOLDINGS CO
+$45.6M
1,181,144
-24%
增持
BLLN
BILLIONTOONE INC
+$44.6M
741,485
+336%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$43.4M
1,643,199
减持
HLI
HOULIHAN LOKEY INC
-$43.3M
1,061,403
-6%
减持
AMT
AMERICAN TOWER CORP
-$42.9M
23,709
-91%
减持
TECH
BIO-TECHNE CORP
-$41.7M
561,441
-54%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$41.4M
715,395
-41%
减持
PWR
QUANTA SVCS INC
+$40.5M
325,840
-1%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$40.0M
530,237
清仓
—
ARCELLX INC
-$39.8M
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$38.7M
0
-100%
减持
KRMN
KARMAN HLDGS INC
-$37.7M
1,279,093
-33%
减持
RBC
RBC BEARINGS INC
-$37.4M
181,481
-40%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$36.9M
996,534
建仓
BBD
BANCO BRADESCO S A
+$36.8M
10,083,509
增持
PLNT
PLANET FITNESS MASTER ISSUER
-$35.5M
1,200,064
+4%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$35.5M
133,639
-9%
减持
TEAM
ATLASSIAN CORPORATION
-$35.4M
1,845
-99%
增持
NPO
ENPRO INC
+$34.2M
391,730
+31%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$33.9M
398,072
-60%
减持
ALKT
ALKAMI TECHNOLOGY INC
-$32.7M
2,308,036
-23%
建仓
PENN
PENN ENTERTAINMENT INC
+$31.4M
2,092,244
减持
META
META PLATFORMS INC
-$31.4M
256,700
-5%
减持
LVS
LAS VEGAS SANDS CORP
-$31.4M
1,226,430
-18%
增持
—
XP INC
+$31.4M
2,674,571
+124%
减持
TOL
TOLL BROTHERS INC
-$30.5M
932,031
-20%
增持
WYNN
WYNN RESORTS LTD
+$29.6M
1,736,856
+42%
减持
VEEV
VEEVA SYS INC
-$29.0M
168,126
-36%
增持
WELL
WELLTOWER INC
+$28.8M
1,344,941
+5%
建仓
OFRM
ONCE UPON A FARM PBC
+$28.6M
1,749,858
减持
ARGX
ARGENX SE
-$28.0M
138,648
-10%
减持
STUB
STUBHUB HLDGS INC
-$27.9M
1,931,317
-35%
减持
—
CRH PLC
-$27.7M
739,176
-12%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$27.2M
4,184,358
-28%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$27.2M
4,047,376
-13%
减持
ROP
ROPER TECHNOLOGIES INC
-$26.5M
186,159
-10%
减持
SKY
CHAMPION HOMES INC
-$26.4M
469,822
-35%
增持
JEF
JEFFERIES FINANCIAL GROUP IN
+$26.2M
1,530,228
+157%
建仓
UDR
UDR INC
+$26.1M
772,594
减持
MC
MOELIS & CO
-$26.0M
163,197
-68%
增持
HTFL
HEARTFLOW INC
+$26.0M
3,827,531
+66%
减持
LPLA
LPL FINL HLDGS INC
-$26.0M
121,778
-31%
减持
TRU
TRANSUNION
-$25.4M
641,179
-21%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$24.8M
1,499,091
-1%
减持
—
NOVA LTD
-$24.7M
59,858
-61%
增持
RGEN
REPLIGEN CORP
-$24.7M
548,346
+1%
减持
AVGO
BROADCOM INC
-$24.2M
523,219
-3%
减持
AEIS
ADVANCED ENERGY INDS
+$24.1M
268,725
-10%
清仓
—
CUSHMAN AND WAKEFIELD LTD
-$24.0M
0
-100%
减持
PAR
PAR TECHNOLOGY CORP
-$23.9M
944,301
-6%
增持
SNOW
SNOWFLAKE INC
-$23.7M
398,468
+4%
减持
NCNO
NCINO INC
-$23.2M
2,050,073
-3%
增持
FDS
FACTSET RESH SYS INC
-$23.2M
3,756,587
+30%
建仓
SHW
SHERWIN WILLIAMS CO
+$22.7M
70,846
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$22.3M
199,750
-24%
减持
VMC
VULCAN MATLS CO
-$22.3M
153,819
-32%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$22.2M
636,267
+0%
减持
EFOR
EVERFORTH INC
-$22.1M
1,060,800
-19%
减持
COO
COOPER COS INC
-$21.9M
454,864
-32%
清仓
CVCO
CAVCO INDS INC DEL
-$21.9M
0
-100%
建仓
IRTC
IRHYTHM HOLDINGS INC
+$21.7M
183,900
减持
APH
AMPHENOL CORP
-$21.5M
1,659,690
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$21.4M
2,059,076
+2%
建仓
AXGN
AXOGEN INC
+$21.3M
643,743
减持
HEI/A
HEICO CORP
-$21.1M
419,407
-3%
减持
JBTM
JBT MAREL CORPORATION
-$21.1M
660,040
-6%
增持
—
ASML HLDG NV
+$20.9M
35,625
+46%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$20.6M
800,000
-11%
减持
NOW
SERVICENOW INC
-$20.4M
134,330
-40%
增持
LRCX
LAM RESEARCH CORP
+$20.1M
116,670
+316%
增持
NTSK
NETSKOPE INC
-$19.8M
3,824,078
+28%
增持
TEM
TEMPUS AI INC
+$19.7M
899,278
+153%
减持
ROL
ROLLINS INC
-$19.2M
998,020
-17%
减持
WING
WINGSTOP INC
-$19.1M
207,987
-3%
清仓
XPEV
XPENG INC
-$19.1M
0
-100%
清仓
TTD
THE TRADE DESK INC
-$19.0M
0
-100%
减持
ZS
ZSCALER INC
-$18.7M
173,025
-9%
减持
FND
FLOOR & DECOR HLDGS INC
-$17.8M
1,273,764
-6%
减持
PONY
PONY AI INC
-$17.4M
2,125,643
-18%
减持
DRVN
DRIVEN BRANDS HLDGS INC
-$17.4M
4,500,196
-10%
减持
TME
TENCENT MUSIC ENTMT GROUP
-$17.1M
2,059,399
-0%
减持
CGNX
COGNEX CORP
+$16.9M
1,740,166
-8%
增持
MAC
MACERICH CO
+$16.5M
4,084,693
+24%
增持
IOT
SAMSARA INC
+$16.2M
5,119,835
+24%
减持
SPG
SIMON PPTY GROUP INC
-$15.8M
166,058
-34%
减持
INSP
INSPIRE MED SYS INC
-$15.7M
298,470
-12%
增持
FIG
FIGMA INC
+$15.4M
2,052,204
+174%
增持
—
ESTABLISHMENT LABS HLDGS INC
-$15.3M
964,167
+0%
增持
DT
DYNATRACE INC
+$14.9M
2,159,694
+44%
减持
LLY
ELI LILLY & CO
-$14.7M
85,066
-2%
减持
EQR
EQUITY RESIDENTIAL
-$14.6M
473,496
-30%
减持
SAIL
SAILPOINT INC
-$14.3M
292,597
-67%
清仓
ASIC
ATEGRITY SPECIALTY IN CO HO
-$14.1M
0
-100%
减持
MRCY
MERCURY SYS INC
-$14.0M
645,066
-23%
清仓
DHR
DANAHER CORPORATION
-$13.9M
0
-100%
建仓
VSEC
VSE CORP
+$13.8M
75,011
清仓
BXP
BXP INC
-$13.7M
0
-100%
增持
VRNS
VARONIS SYS INC
-$13.6M
1,239,294
+1%
增持
NET
CLOUDFLARE INC
+$13.6M
457,324
+12%
增持
AAON
AAON INC
+$13.6M
844,377
+14%
减持
SQ
BLOCK INC
-$13.5M
165,728
-54%
减持
S
SENTINELONE INC
-$13.5M
1,908,204
-25%
增持
CWST
CASELLA WASTE SYS INC
+$13.3M
718,461
+61%
增持
RKT
ROCKET COS INC
+$13.2M
2,828,334
+102%
