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GW&K Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GW&K Investment Management, LLC
报告期 2026-03-31 · CIK 0001082917
持仓数
1,024
前50大市值合计
$4.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 51
减持 85
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SLAB
SILICON LABORATORIES INC
-$75.9M
2,036
-100%
减持
AVGO
BROADCOM INC
+$61.8M
572,079
-0%
增持
JBL
JABIL INC
+$61.1M
279,986
+559872%
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
SAIL
SAILPOINT INC
+$55.6M
2,528,713
+2082%
增持
FIX
COMFORT SYSTEMS USA INC
+$52.1M
203,065
+15%
减持
MTSI
MACOM TECHNOLOGY SOLUTIONS H
+$47.4M
1,223,997
-4%
增持
FSS
FEDERAL SIGNAL CORP
+$39.0M
743,036
+36%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$38.1M
4,478
-99%
增持
POOL
POOL CORP
+$37.2M
156,548
+488%
减持
MSFT
MICROSOFT CORP
+$35.4M
308,349
-2%
减持
TTC
TORO CO
-$34.8M
97,175
-83%
增持
—
ALLEGION PLC
+$34.8M
241,210
+2009983%
减持
HXL
HEXCEL CORP
-$34.6M
1,859
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
+$34.3M
394,145
-21%
增持
AEIS
ADVANCED ENERGY INDUSTRIES
+$32.6M
461,885
+54%
减持
APG
API GROUP CORP
+$30.5M
2,444,752
-7%
建仓
AR
ANTERO RESOURCES CORP
+$30.1M
747,098
建仓
TTAN
SERVICETITAN INC-A
+$29.9M
278,554
增持
AIT
APPLIED INDUSTRIAL TECH INC
+$29.8M
205,300
+158%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$28.5M
67,693
-91%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$27.9M
1,101,808
+443%
减持
CODI
COMPASS DIVERSIFIED HOLDINGS
-$27.5M
5,736
-100%
减持
CVCO
CAVCO INDUSTRIES INC
-$26.9M
165,526
-13%
减持
PR
PERMIAN RESOURCES CORP
-$26.1M
2,459,002
-43%
增持
NTRA
NATERA INC
+$25.4M
428,509
+29%
减持
—
CHAMPIONX CORP
-$24.8M
235
-100%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS
-$24.0M
717,457
-19%
减持
INSM
INSMED INC
+$23.1M
1,274,316
-8%
减持
MTN
VAIL RESORTS INC
-$22.4M
20,446
-87%
减持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$21.6M
314,033
-0%
增持
PWR
QUANTA SERVICES INC
+$20.9M
55,438
+74816%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.6M
4,133
-90%
减持
TXN
TEXAS INSTRUMENTS INC
-$20.6M
1,671
-99%
减持
CPAY
CORPAY INC
-$20.5M
1,712
-97%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$20.4M
612,365
+20%
建仓
GPOR
GULFPORT ENERGY CORP
+$20.3M
100,971
减持
—
GATES INDUSTRIAL CORP PLC
+$20.2M
4,951,118
-3%
增持
SEI
SOLARIS ENERGY INFRASTRUCTUR
+$20.2M
1,046,855
+141%
清仓
FLYW
FLYWIRE CORP-VOTING
-$20.0M
0
-100%
增持
LOPE
GRAND CANYON EDUCATION INC
+$19.9M
692,377
+8%
减持
ITT
ITT INC
+$19.7M
766,364
-2%
增持
NDSN
NORDSON CORP
+$19.5M
376,236
+24%
建仓
CRS
CARPENTER TECHNOLOGY
+$19.4M
70,336
减持
HALO
HALOZYME THERAPEUTICS INC
-$19.4M
1,424,516
-3%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$18.6M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP - A
-$17.9M
3,053,312
-11%
减持
NVDA
NVIDIA CORP
+$16.9M
351,252
-1%
减持
—
GLOBANT SA
-$16.9M
285,508
-22%
减持
OVV
OVINTIV INC
-$16.8M
821,943
-27%
增持
GMED
GLOBUS MEDICAL INC - A
-$16.7M
1,849,702
+8%
减持
ENTG
ENTEGRIS INC
-$16.1M
611,907
-18%
增持
NEO
NEOGENOMICS INC
+$15.9M
2,474,976
+977%
建仓
OWL
BLUE OWL CAPITAL INC
+$15.7M
815,708
增持
JPM
JPMORGAN CHASE & CO
+$15.7M
222,648
+12%
减持
RBC
RBC BEARINGS INC
+$15.1M
424,383
-8%
清仓
DCI
DONALDSON CO INC
-$14.3M
0
-100%
增持
FRPT
FRESHPET INC
+$14.2M
248,596
+671%
增持
META
META PLATFORMS INC-CLASS A
+$13.8M
30,520
+101%
增持
—
LINDE PLC
+$13.1M
106,769
+34%
增持
CFG
CITIZENS FINANCIAL GROUP
+$12.7M
950,200
+31%
减持
SAIA
SAIA INC
-$12.7M
2,377
-94%
减持
DAVA
ENDAVA PLC- SPON ADR
-$12.7M
1,212
-100%
清仓
CTS
CTS CORP
-$12.6M
0
-100%
减持
CBZ
CBIZ INC
-$12.6M
769,560
-14%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$12.4M
1,365,019
+0%
增持
IONS
IONIS PHARMACEUTICALS INC
+$12.2M
448,830
+146%
减持
ABBV
ABBVIE INC
-$12.2M
381,985
-4%
减持
INTA
INTAPP INC
-$12.1M
972,591
-9%
增持
RTX
RTX CORP
+$12.0M
284,666
+27%
增持
SKY
CHAMPION HOMES INC
-$11.8M
511,790
+11%
增持
MZTI
MARZETTI COMPANY/THE
+$11.6M
336,905
+27%
减持
BAH
BOOZ ALLEN HAMILTON HOLDINGS
-$11.5M
277,409
-28%
增持
CHDN
CHURCHILL DOWNS INC
+$11.4M
625,433
+34%
增持
SBCF
SEACOAST BANKING CORP/FL
+$11.3M
1,410,796
+31%
减持
ICUI
ICU MEDICAL INC
-$10.7M
563
-99%
减持
FERG
FERGUSON ENTERPRISES INC
+$10.7M
194,893
-2%
增持
POWL
POWELL INDUSTRIES INC
+$10.3M
181,705
+11%
减持
SPXC
SPX TECHNOLOGIES INC
+$10.2M
390,435
-9%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$10.0M
50,573
-52%
减持
MANH
MANHATTAN ASSOCIATES INC
-$9.9M
298,511
-25%
减持
—
PIPER SANDLER COS
+$9.6M
322,941
-0%
减持
NSSC
NAPCO SECURITY TECHNOLOGIES
-$9.3M
30,488
-93%
减持
AVNT
AVIENT CORP
-$9.2M
1,159,799
-8%
减持
MTDR
MATADOR RESOURCES CO
-$9.0M
1,685,938
-4%
增持
DCO
DUCOMMUN INC
+$8.9M
322,761
+5%
减持
WSO
WATSCO INC
-$8.5M
112,780
-2%
增持
RRC
RANGE RESOURCES CORP
+$8.4M
206,756
+107027%
增持
—
JAZZ PHARMACEUTICALS PLC
-$8.3M
472,561
+0%
减持
PM
PHILIP MORRIS INTERNATIONAL
+$8.1M
410,865
-2%
增持
USPH
U.S. PHYSICAL THERAPY INC
+$7.9M
420,203
+22%
减持
IRT
INDEPENDENCE REALTY TRUST IN
-$7.8M
1,412,614
-9%
减持
PAYX
PAYCHEX INC.
-$7.7M
312,638
-9%
减持
OXM
OXFORD INDUSTRIES INC
-$7.4M
298,362
-10%
减持
—
PACIFIC PREMIER BANCORP INC
-$7.3M
688,474
-33%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$7.3M
141,246
+909%
减持
KD
KYNDRYL HOLDINGS INC
-$7.2M
373,653
-49%
增持
FAST
FASTENAL CO
+$7.1M
924,036
+126%
清仓
GIC
GLOBAL INDUSTRIAL CO
-$7.0M
0
-100%
减持
GPI
GROUP 1 AUTOMOTIVE INC
+$6.9M
167,538
-3%
减持
MS
MORGAN STANLEY
+$6.7M
305,288
-2%
增持
WTFC
WINTRUST FINANCIAL CORP
+$6.7M
518,673
+1%
减持
POWI
POWER INTEGRATIONS INC
-$6.5M
301
-100%
减持
SF
STIFEL FINANCIAL CORP
+$6.5M
1,032,702
-3%
减持
PRIM
PRIMORIS SERVICES CORP
+$6.4M
521,230
-13%
减持
TXRH
TEXAS ROADHOUSE INC
-$6.4M
745,202
-15%
减持
ADC
AGREE REALTY CORP
-$6.3M
1,013,949
-3%
增持
NOW
SERVICENOW INC
+$6.3M
20,693
+10%
减持
AZTA
AZENTA INC
-$6.2M
1,251,540
-3%
建仓
MCHB
HOMESTREET INC
+$6.1M
468,701
减持
HLMN
HILLMAN SOLUTIONS CORP
-$6.1M
3,422,918
-1%
减持
EPAC
ENERPAC TOOL GROUP CORP
-$6.0M
691,632
-9%
减持
—
VERONA PHARMA PLC - ADR
+$6.0M
193,782
-0%
减持
UFPI
UFP INDUSTRIES INC
-$6.0M
356,485
-8%
增持
CDRE
CADRE HOLDINGS INC
+$5.9M
907,373
+17%
减持
VIAV
VIAVI SOLUTIONS INC
-$5.8M
3,203,807
-6%
增持
EXP
EAGLE MATERIALS INC
-$5.7M
324,442
+1%
增持
ACHC
ACADIA HEALTHCARE CO INC
+$5.7M
1,579,254
+59%
减持
AMGN
AMGEN INC
-$5.6M
95,123
-8%
减持
NWE
NORTHWESTERN ENERGY GROUP IN
-$5.6M
622,635
-4%
减持
BCPC
BALCHEM CORP
-$5.5M
239,116
-9%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$5.4M
518,017
-2%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$5.4M
1,264,806
-9%
增持
ENB
ENBRIDGE INC
+$5.3M
1,032,305
+10%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP-CL A
+$5.3M
189,809
+1%
增持
CCC
CCC INTELLIGENT SOLUTIONS HO
+$5.1M
6,878,091
+4%
建仓
SKWD
SKYWARD SPECIALTY INSURANCE
+$5.1M
87,598
减持
AMZN
AMAZON.COM INC
+$5.0M
190,724
-1%
增持
—
VIPER ENERGY INC
-$5.0M
1,138,914
+6%
减持
HWKN
HAWKINS INC
+$5.0M
199,069
-10%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$4.9M
868,618
+6%
建仓
LITE
LUMENTUM HOLDINGS INC
+$4.9M
51,568
建仓
BRBR
BELLRING BRANDS INC
+$4.9M
83,776
减持
BELFB
BEL FUSE INC-CL B
+$4.7M
215,648
-1%
减持
AJG
ARTHUR J GALLAGHER & CO
-$4.6M
46,845
-18%
减持
SNX
TD SYNNEX CORP
+$4.6M
149,461
-1%
减持
CENTA
CENTRAL GARDEN AND PET CO-A
-$4.6M
1,051,459
-8%
减持
CHRD
CHORD ENERGY CORP
-$4.6M
217,934
-4%
增持
LECO
LINCOLN ELECTRIC HOLDINGS
+$4.5M
223,630
+1%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$4.4M
1,745,308
+1%
减持
KWR
QUAKER HOUGHTON
-$4.4M
317,818
-2%
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$4.3M
1,378,432
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.3M
36,511
-5%
减持
STAG
STAG INDUSTRIAL INC
-$4.3M
1,268,600
-9%
减持
CACI
CACI INTERNATIONAL INC -CL A
+$4.2M
46,344
-5%
增持
CGNX
COGNEX CORP
+$4.2M
1,674,085
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.2M
16,505
+53%
减持
ESQ
ESQUIRE FINANCIAL HOLDINGS I
+$4.1M
222,541
-1%
增持
VOYA
VOYA FINANCIAL INC
+$4.1M
1,021,739
+1%
减持
AORT
ARTIVION INC
+$4.1M
979,691
-9%
减持
EVR
EVERCORE INC
+$3.9M
56,122
-0%
