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TODD ASSET MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TODD ASSET MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001071483
持仓数
179
前50大市值合计
$3.23B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 15
增持 43
减持 74
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
OTEX
OPEN TEXT CORPORATION
+$31.5M
973,299
-3%
增持
—
SEAGATE TECHNOLOGY HOLDINGS PL
+$28.8M
284,346
+606%
减持
URI
UNITED RENTALS INC
-$28.4M
162,972
-31%
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
QCOM
QUALCOMM INC
+$28.0M
466,571
+5%
增持
ZION
ZIONS BANCORPORATION
+$25.6M
805,736
+97%
建仓
LOW
LOWE'S CO.
+$25.5M
98,729
建仓
NUE
NUCOR CORP
+$23.2M
203,589
清仓
ORCL
ORACLE CORP COM
-$22.9M
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$22.8M
211,825
清仓
TSCO
TRACTOR SUPPLY
-$22.2M
0
-100%
建仓
TPR
TAPESTRY
+$22.0M
541,165
建仓
CMA
COMERICA INC.
+$21.7M
249,087
清仓
LUV
SOUTHWEST AIRLINES
-$21.6M
0
-100%
建仓
INCY
INCYTE CORP
+$21.4M
291,474
清仓
DRI
DARDEN RESTAURANTS INC
-$21.3M
0
-100%
减持
HD
HOME DEPOT
-$20.0M
89,695
-49%
清仓
PVH
PVH CORP
-$19.8M
0
-100%
清仓
—
LAM RESEARCH
-$18.4M
0
-100%
清仓
—
CORESITE REALTY CORP.
-$15.3M
0
-100%
清仓
FDX
FEDEX CORP
-$15.2M
0
-100%
减持
—
MOBILE TELESYSTEMS OJSC
+$15.0M
2,668,865
-5%
增持
MAS
MASCO CORP
+$14.9M
881,808
+4%
增持
FFIV
F5 NETWORKS
+$14.6M
180,549
+21%
增持
ACWX
ISHARES MSCI ACWI EX US ETF
+$14.2M
331,676
+329%
增持
TER
TERADYNE INC
+$13.1M
184,461
+18%
增持
—
TE CONNECTIVITY LTD.
+$11.0M
256,906
+16%
建仓
DLR
DIGITAL REALTY TRUST INC
+$10.5M
59,296
减持
TOELY
TOKYO ELECTRON LTD
+$10.4M
318,650
-0%
清仓
—
YANDEX N.V.
-$10.0M
0
-100%
建仓
AVY
AVERY DENNINSON
+$9.9M
45,730
增持
—
JACOBS ENGINEERING GROUP
+$9.9M
345,577
+20%
增持
F
FORD MOTOR CO
+$9.8M
1,421,123
+2%
建仓
DELL
DELL TECHNOLOGIES, INC
+$9.4M
167,494
增持
CODYY
COMPAGNIE DE SAINT GOB
+$9.2M
1,228,755
+105%
减持
AZO
AUTOZONE INC
+$8.9M
33,886
-7%
增持
HPQ
HP INC
+$8.7M
725,649
+7%
减持
—
UNITED HEALTHCARE CORP
+$8.3M
90,027
-5%
减持
AVGO
BROADCOM LTD
+$8.2M
82,160
-14%
增持
GWW
W.W. GRAINGER INC.
+$8.1M
51,074
+9%
增持
—
CERNER CORP
+$8.0M
285,889
+9%
清仓
FMS
FRESENIUS MEDICAL CARE AG & CO
-$7.8M
0
-100%
减持
ABBV
ABBVIE
+$7.8M
347,449
-5%
建仓
SPY
S&P DEPOSITORY RECEIPTS (SPDR)
+$7.4M
15,492
减持
NVR
NVR INC
+$7.1M
7,782
-4%
减持
HMC
HONDA MOTOR LTD AMERN SHS
-$6.6M
1,619,524
-6%
减持
MGA
MAGNA INTERNATIONAL INC
-$6.5M
321,085
-26%
增持
—
NXP SEMICONDUCTORS NV
+$6.5M
195,088
+1%
增持
CGEMY
CAPGEMINI SE
+$6.4M
854,981
+0%
增持
—
TOTALENERGIES, SE
+$6.3M
1,517,096
+6%
减持
—
HORIZON THERAPEUTICS INC.
-$6.3M
517,726
-9%
减持
PHM
PULTEGROUP INC.
+$6.2M
689,760
-5%
增持
ITOCY
ITOCHU CORPORATION
+$6.0M
485,683
+19%
减持
BAC
BANK OF AMERICA CORPORATION
-$5.9M
1,051,034
-15%
减持
UNP
UNION PAC CORP COM
+$5.8M
126,472
-5%
增持
CI
CIGNA CORP
+$5.7M
100,399
+16%
减持
ITUB
ITAU UNIBANCO HOLDINGS SA
-$5.6M
3,289,999
-3%
减持
LITE
LUMENTUM HOLDINGS INC
+$5.4M
298,738
-5%
增持
SONY
SONY GROUP CORPORATION
+$5.3M
330,472
+0%
增持
IX
ORIX CORP ADR
+$5.0M
235,536
+17%
增持
FUJIY
FUJIFILM HOLDINGS CORP
-$4.8M
430,790
+1%
减持
ELV
ANTHEM, INC
+$4.8M
66,021
-5%
增持
—
SBERBANK OF RUSSIA
-$4.8M
1,669,356
+1%
增持
KMTUY
KOMATSU LTD
+$4.6M
794,717
+37%
减持
JPM
J P MORGAN CHASE & CO
-$4.6M
345,664
-5%
清仓
LNVGY
LENOVO GROUP LIMITED ADS
-$4.6M
0
-100%
减持
IQV
IQVIA HOLDINGS INC
+$4.6M
149,850
-5%
减持
—
AERCAP HOLDINGS NV
+$4.5M
599,418
-0%
增持
—
UBS GROUP AG
+$4.4M
2,185,721
+1%
减持
QRVO
QORVO, INC
-$4.4M
220,069
-5%
减持
ON
ON SEMICONDUCTOR CORP
+$4.3M
802,249
-27%
增持
—
CRH PLC ADR
+$4.3M
671,025
+1%
清仓
UMC
UNITED MICROELECTRONICS CORP A
-$4.2M
0
-100%
减持
MCK
MCKESSON CORP COM
+$3.9M
102,766
-5%
减持
—
ROYAL DUTCH SHELL PLC
-$3.9M
1,457,085
-3%
增持
FJTSY
FUJITSU LIMITED ADR
+$3.8M
445,038
+40%
清仓
—
FLEX LTD
-$3.8M
0
-100%
减持
—
JOHNSON CONTROLS INTERNATIONAL
+$3.7M
339,085
-3%
减持
EMN
EASTMAN CHEMICAL CO
+$3.7M
244,566
-5%
减持
HDB
HDFC BANK LTD
-$3.5M
426,814
-0%
清仓
—
JANUS HENDERSON
-$3.5M
0
-100%
建仓
CRRFY
CAREFOUR SA SPON ADR
+$3.4M
931,300
减持
INFY
INFOSYS TECHNOLOGIES LTD
+$3.3M
1,112,817
-0%
增持
BCS
BARCLAYS ADR
+$3.3M
2,851,419
+12%
清仓
—
SK TELECOM CO
-$3.3M
0
-100%
建仓
—
NATWEST GR
+$3.2M
529,000
减持
BABA
ALIBABA GROUP HOLDING
-$3.2M
102,359
-1%
增持
LVMUY
LVMH Moet Hennessy
+$3.1M
140,616
+0%
清仓
—
CHECK POINT SOFTWARE TECH
-$3.1M
0
-100%
减持
FITB
FIFTH THIRD BANCORP
-$3.1M
1,297,098
-8%
增持
DBSDY
DBS GROUP HOLDINGS LTD
+$3.1M
353,359
+0%
减持
PH
PARKER HANNIFIN CORP
+$3.0M
123,459
-5%
建仓
—
KIRKLAND LAKE GOLD INC
+$3.0M
72,200
减持
PHG
KONINKLIJKE PHILIPS ELECT
-$3.0M
300,744
-5%
减持
CHTR
CHARTER COMMUNICATIONS INC DEL
-$3.0M
27,317
-4%
减持
HCA
HCA HEALTHCARE INC
-$2.9M
81,128
-17%
减持
LUKOY
PJSC LUKOIL CO ADR
-$2.8M
431,107
-2%
减持
—
ASHTEAD GROUP PLC UNSP
+$2.8M
120,412
-0%
减持
ZTO
ZTO EXPRESS INC
-$2.7M
1,042,525
-1%
增持
—
SENSATA TECHNOLOGIES HOLDING P
+$2.7M
390,321
+0%
减持
VIPS
VIPSHOP HOLDINGS LTD ADS
-$2.7M
972,846
-1%
减持
BMO
BANK OF MONTREAL
+$2.7M
348,228
-0%
减持
DVA
DAVITA INC
-$2.7M
456,688
-3%
减持
VEOEY
VEOLIA ENVIRONMENT
+$2.7M
534,454
-0%
增持
BNPQY
BNP PARIBAS PA ADR
+$2.6M
962,500
+0%
减持
CVX
CHEVRON CORP NEW COM
+$2.6M
251,975
-5%
减持
AXP
AMERICAN EXPRESS CO
-$2.6M
209,721
-5%
建仓
TECK
TECK RESOURCES LIMITED
+$2.6M
89,200
减持
CMCSA
COMCAST CORP CL A
-$2.5M
301,381
-5%
减持
PGR
PROGRESSIVE CORP OHIO
+$2.5M
320,859
-5%
减持
—
ICON PLC - AMERICAN DEPOSITARY
+$2.5M
52,412
-0%
减持
—
ANGLO AMERICAN PLC ADR
+$2.5M
957,185
-1%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$2.4M
80,956
-5%
增持
NPSNY
NASPERS LIMITED ADR
+$2.4M
740,639
+20%
清仓
—
VEDANTA LTD ADR
-$2.3M
0
-100%
清仓
—
NUVEEN KENTUCKY MUNICIPAL BOND
-$2.3M
0
-100%
减持
NTES
NETEASE INC. ADR
+$2.3M
146,878
-1%
减持
VALE
VALE SA
-$2.2M
2,908,619
-6%
减持
CFG
CITIZENS FINANCIAL GROUP INC
-$2.2M
1,086,519
-5%
减持
NTAP
NETAPP
-$2.1M
223,319
-12%
减持
SLF
SUN LIFE FINANCIAL
+$2.1M
501,104
-0%
减持
RIO
RIO TINTO PLC ADR
-$2.1M
1,002,560
-3%
减持
MS
MORGAN STANLEY COM NEW
-$2.1M
521,443
-5%
增持
ING
ING GROUP N V
+$1.9M
2,423,667
+10%
减持
GOOGL
ALPHABET INC
+$1.9M
20,446
-5%
增持
BBY
BEST BUY INC COM
-$1.9M
461,678
+0%
减持
AKAM
AKAMAI TECHNOLGIES
+$1.9M
256,435
-5%
减持
LNC
LINCOLN NATIONAL CORP
-$1.9M
470,784
-5%
增持
KB
KB FINANCIAL GROUP INC
+$1.7M
526,795
+8%
减持
BASFY
B A S F A G
-$1.7M
1,080,117
-0%
增持
RHHBY
ROCHE HLDG LTD
+$1.7M
265,612
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO AD
-$1.7M
189,578
-13%
减持
OSK
OSHKOSH CORPORATION
+$1.6M
310,513
-5%
减持
EBAY
EBAY INC
-$1.6M
287,857
-3%
减持
VZ
VERIZON COMMUNICATIONS
-$1.5M
335,439
-5%
减持
SSL
SASOL LTD ADR
-$1.5M
181,620
-23%
减持
DANOY
DANONE SPON ADR
-$1.5M
951,080
-3%
减持
DWAHY
DAIWA HOUSE INDUSTRY
-$1.5M
295,917
-1%
增持
DXC
DXC TECHNOLOGY
+$1.4M
591,335
+13%
增持
—
AON CORP.
+$1.4M
88,202
+0%
建仓
CWI
SPDR MSCI ACWI EX US
+$1.3M
45,711
增持
AMKBY
AP MOLLER MAERSK
+$1.3M
258,150
+4%
增持
BAK
BRASKEM SA
+$1.2M
159,700
+64%
减持
—
LAZARD LTD
-$1.2M
493,698
-1%
减持
BIDU
BAIDU INC
-$1.2M
129,517
-3%
减持
MOMO
HELLO GROUP INC.
-$1.2M
639,961
-2%
减持
ERIC
ERICSSON
-$1.1M
2,187,923
-1%
减持
AXAHY
AXA- SPONS ADR
+$1.0M
569,531
-0%
增持
MUFG
MITSUBISHI UFJ FINL GROUP ADR
-$962.0K
2,085,254
+0%
增持
CHGCY
CHUGAI PHARMA UNSUP ADR
+$891.0K
191,400
+57%
减持
PSX
PHILLIPS 66
-$866.0K
251,447
-8%
