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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 35
减持 81
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
HORIZON THERAPEUTICS INC.
-$57.1M
0
-100%
清仓
—
JACOBS ENGINEERING GROUP
-$43.8M
0
-100%
建仓
—
JACOBS SOLUTIONS INC
+$36.9M
340,527
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
ON
ON SEMICONDUCTOR CORP
+$32.7M
1,157,140
+48%
建仓
DBSDY
DBS GROUP HOLDINGS LTD
+$32.6M
351,944
清仓
—
DBS GROUP HOLDINGS LTD
-$30.6M
0
-100%
清仓
—
VERTEX PHARMACEUTICALS
-$23.0M
0
-100%
增持
—
JAZZ PHARMACEUTICALS INC
+$22.7M
174,012
+5080%
清仓
—
QUEST DIAGNOSTICS
-$21.0M
0
-100%
清仓
CTRA
COTERRA ENERGY
-$20.6M
0
-100%
建仓
CVS
CVS CAREMARK CORPORATION COM
+$20.0M
210,139
减持
—
SANOFI AVENTIS
-$19.3M
183,082
-65%
清仓
—
SEALED AIR CORP
-$18.6M
0
-100%
建仓
—
DIAMONDBACK ENERGY INC
+$18.5M
153,258
清仓
—
CHARTER COMMUNICATIONS INC DEL
-$18.3M
0
-100%
建仓
—
SYNCHRONY FINANCIAL
+$17.5M
622,127
增持
—
CONOCOPHILLIPS
+$17.5M
658,114
+19%
增持
CVX
CHEVRON CORP NEW COM
+$17.2M
371,625
+49%
建仓
WMB
WILLIAMS COMPANIES INC
+$16.8M
587,222
建仓
CMI
CUMMINS INC.
+$16.4M
80,474
清仓
LNC
LINCOLN NATIONAL CORP
-$16.0M
0
-100%
减持
—
AMERIPRISE FINANCIAL INC
-$15.1M
145,903
-33%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$15.0M
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$14.6M
112,251
+49%
清仓
F
FORD MOTOR CO
-$14.2M
0
-100%
建仓
LOW
LOWE'S CO.
+$14.2M
75,361
减持
ITW
ILLINOIS TOOL WKS INC COM
-$14.0M
3,109
-96%
建仓
—
MODERNA INC
+$13.3M
112,542
减持
—
KB FINANCIAL GROUP INC
-$11.5M
317,952
-44%
清仓
—
SENSATA TECHNOLOGIES HOLDING P
-$11.0M
0
-100%
减持
—
ANGLO AMERICAN PLC ADR
-$10.8M
677,240
-42%
减持
OTEX
OPEN TEXT CORPORATION
-$10.8M
546,830
-18%
减持
—
TOTALENERGIES, SE
-$10.6M
1,557,617
-1%
增持
—
ASTRAZENECA PLC-SPONS ADR
+$9.2M
400,975
+107%
减持
—
REPSOL S.A.
-$9.1M
2,723,628
-1%
减持
IX
ORIX CORP ADR
-$9.1M
237,059
-23%
清仓
—
TECHTRONIC INDUSTRIES CO
-$9.0M
0
-100%
清仓
—
QORVO, INC
-$8.6M
0
-100%
增持
—
EAST WEST BANCORP
+$8.1M
493,797
+28%
减持
—
PING AN INSURANCE GROUP
-$7.6M
1,039,304
-20%
减持
BAC
BANK OF AMERICA CORPORATION
-$7.6M
819,933
-21%
减持
QCOM
QUALCOMM INC
-$7.5M
443,137
-2%
减持
—
DAVITA INC
-$7.2M
377,020
-21%
增持
ITUB
ITAU UNIBANCO HOLDINGS SA
+$7.1M
5,145,740
+13%
减持
—
FUJIFILM HOLDINGS CORP
-$6.9M
383,018
-16%
减持
SLF
SUN LIFE FINANCIAL
-$6.7M
444,670
-17%
增持
BP
BP PLC
+$6.7M
1,012,825
+29%
减持
RIO
RIO TINTO PLC ADR
-$6.6M
990,366
-1%
减持
—
ABBVIE
-$6.3M
310,123
-1%
增持
—
ALPHABET INC
-$6.2M
492,578
+1793%
减持
TOELY
TOKYO ELECTRON LTD
-$6.2M
291,619
-2%
减持
—
AKAMAI TECHNOLGIES
-$6.0M
249,230
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO AD
-$5.8M
186,349
-18%
减持
BASFY
B A S F A G
-$5.8M
805,942
-35%
增持
CNI
CANADIAN NATL RY CO
+$5.8M
186,701
+46%
减持
SONY
SONY GROUP CORPORATION
-$5.7M
154,982
-19%
减持
—
IQVIA HOLDINGS INC
-$5.6M
146,542
-1%
减持
EMN
EASTMAN CHEMICAL CO
-$5.6M
280,537
-1%
减持
—
HP INC
-$5.5M
571,669
-5%
减持
AZO
AUTOZONE INC
-$5.5M
29,707
-8%
减持
LVMUY
LVMH Moet Hennessy
-$5.4M
89,313
-31%
增持
—
PETROLEO BRASILERO
+$5.1M
2,187,877
+17%
增持
RHI
ROBERT HALF INTL
+$5.1M
233,299
+37%
减持
INFY
INFOSYS TECHNOLOGIES LTD
-$5.0M
823,591
-20%
增持
—
VIPSHOP HOLDINGS LTD ADS
+$5.0M
2,397,583
+56%
增持
FITB
FIFTH THIRD BANCORP
+$4.9M
1,015,478
+24%
增持
—
SEAGATE TECHNOLOGY HOLDINGS PL
-$4.8M
290,544
+2%
减持
SGBLY
STANDARD BANK GROUP LTD
-$4.8M
2,590,843
-1%
增持
PSX
PHILLIPS 66
+$4.8M
320,115
+25%
减持
SHEL
SHELL PLC
-$4.7M
1,489,489
-1%
减持
BIDU
BAIDU INC
-$4.7M
139,930
-2%
减持
—
RAYTHEON TECHNOLOGIES CORP
-$4.6M
300,192
-1%
增持
—
HCA HEALTHCARE INC
+$4.6M
103,026
+21%
减持
—
VEOLIA ENVIRONMENT
-$4.6M
495,297
-13%
减持
CI
CIGNA CORP
-$4.5M
68,080
-23%
减持
—
LYONDELLBASELL INDUSTRIES
-$4.5M
329,641
-2%
减持
—
VERIZON COMMUNICATIONS
-$4.4M
328,884
-1%
减持
BTI
BRITISH AMERN TOB PLC ADR
-$4.3M
533,012
-2%
增持
—
VALE SA
-$4.2M
3,288,793
+0%
减持
—
ZTO EXPRESS INC
-$4.1M
1,115,804
-1%
减持
—
BANCO SANTANDER SA ADS
-$4.1M
7,636,204
-2%
减持
—
MCKESSON CORP COM
-$4.0M
56,570
-21%
减持
URI
UNITED RENTALS INC
+$3.9M
159,369
-1%
减持
AAPL
APPLE COMPUTER INC
-$3.9M
209,992
-13%
减持
—
BROADCOM LTD
-$3.8M
81,612
-1%
减持
NPSNY
NASPERS LIMITED ADR
-$3.8M
824,920
-1%
增持
RHHBY
ROCHE HLDG LTD
+$3.8M
701,971
+18%
增持
ACWX
ISHARES MSCI ACWI EX US ETF
+$3.7M
150,049
+196%
减持
—
BARCLAYS ADR
-$3.6M
2,680,204
-2%
减持
—
BNP PARIBAS PA ADR
-$3.6M
1,014,431
-3%
增持
NUE
NUCOR CORP
+$3.5M
170,855
+20%
减持
BMO
BANK OF MONTREAL
-$3.4M
356,876
-1%
减持
MUFG
MITSUBISHI UFJ FINL GROUP ADR
-$3.4M
3,694,341
-2%
增持
KMTUY
KOMATSU LTD
+$3.4M
1,377,758
+40%
清仓
—
CENTRAIS ELECTRICAS BRASILEIRA
-$3.2M
0
-100%
减持
—
NETEASE INC. ADR
-$3.2M
168,034
-1%
增持
—
LUMENTUM HOLDINGS INC
+$3.1M
387,607
+31%
增持
AXP
AMERICAN EXPRESS CO
+$3.1M
204,498
+16%
清仓
—
NATWEST GR
-$3.1M
0
-100%
减持
HMC
HONDA MOTOR LTD AMERN SHS
-$3.0M
1,031,423
-2%
减持
—
ASHTEAD GROUP PLC UNSP
-$2.9M
102,245
-20%
建仓
—
OVINTIV INC
+$2.9M
63,200
减持
CODYY
COMPAGNIE DE SAINT GOB
-$2.9M
1,781,641
-2%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$2.8M
100,500
减持
AMGN
AMGEN INC
-$2.8M
137,734
-1%
清仓
CM
CANADIAN IMPERIAL BANK
-$2.8M
0
-100%
减持
FJTSY
FUJITSU LIMITED ADR
-$2.7M
775,413
-2%
减持
—
CAPGEMINI SE
-$2.6M
904,560
-2%
建仓
WDS
WOODSIDE ENERGY GROUP LTD SP A
+$2.6M
127,100
清仓
BAK
BRASKEM SA
-$2.5M
0
-100%
清仓
TX
TERNIUM SA ADR
-$2.4M
0
-100%
建仓
NWG
NATWEST GROUP PLC SP ADR
+$2.4M
474,871
清仓
—
JANUS HENDERSON
-$2.3M
0
-100%
减持
—
CRH PLC ADR
-$2.3M
708,755
-2%
减持
MAS
MASCO CORP
-$2.3M
509,174
-1%
建仓
OPHLY
ONO PHARMACEUTICAL
+$2.3M
292,900
增持
ADRNY
KONINKLIJKE
+$2.2M
804,417
+15%
减持
—
HESS CORP
-$2.1M
176,729
-12%
减持
—
AMDOCS LTD
-$2.0M
409,391
-1%
减持
NTTYY
NIPPON TELEG & TEL CORP
-$1.9M
970,479
-1%
减持
DLR
DIGITAL REALTY TRUST INC
-$1.9M
59,639
-1%
增持
—
UBS GROUP AG
-$1.9M
2,430,808
+6%
增持
—
EQUINOR ASA
-$1.9M
2,294,442
+2%
增持
ITOCY
ITOCHU CORPORATION
-$1.8M
539,927
+4%
减持
FFIV
F5 NETWORKS
-$1.8M
175,535
-1%
减持
PHM
PULTEGROUP INC.
-$1.7M
673,743
-1%
减持
CFG
CITIZENS FINANCIAL GROUP INC
-$1.7M
1,001,421
-1%
减持
UNP
UNION PAC CORP COM
-$1.6M
78,228
-1%
增持
TPR
TAPESTRY
+$1.5M
1,464,801
+11%
减持
—
DEUTSCHE POST AG SPON
-$1.3M
154,015
-2%
增持
—
ALIBABA GROUP HOLDING
-$1.3M
112,114
+25%
减持
—
ALTRIA GROUP INC COM
-$1.3M
700,879
-1%
减持
—
HDFC BANK LTD
+$1.2M
451,511
-1%
减持
—
UNITED HEALTHCARE CORP
-$1.2M
88,049
-1%
减持
—
TE CONNECTIVITY LTD.
-$1.2M
249,636
-2%
减持
SGIOY
SHIONOGI & CO LTD UNSP
-$1.1M
1,429,796
-2%
减持
KNBWY
KIRIN HOLDINGS
-$1.1M
171,370
-27%
减持
MS
MORGAN STANLEY COM NEW
+$1.1M
509,584
-1%
减持
DWAHY
DAIWA HOUSE INDUSTRY
-$1.1M
319,797
-2%
减持
—
TARGET CORP COM
+$940.0K
168,112
-1%
减持
—
NXP SEMICONDUCTORS NV
-$925.0K
221,076
-2%
增持
—
DELL TECHNOLOGIES, INC
-$891.0K
868,910
+31%
减持
JBAXY
JULIUS BAER GROUP LTD ADR
-$795.0K
281,226
-20%
增持
—
ADIDAS AG SPON ADR
-$790.0K
33,000
+9%
减持
—
KT CORPORATION
-$707.0K
195,500
-12%
减持
—
AP MOLLER MAERSK
-$674.0K
224,450
-4%
增持
—
ICON PLC - AMERICAN DEPOSITARY
+$655.0K
139,542
+21%
减持
—
DEVON ENERGY CORP
+$603.0K
338,518
-6%
减持
PH
PARKER HANNIFIN CORP
-$572.0K
86,197
-1%
增持
BDORY
BANCO DO BRASIL SA SPNS
+$509.0K
443,100
+5%
