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SAMLYN CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SAMLYN CAPITAL, LLC
报告期 2026-03-31 · CIK 0001421097
持仓数
76
前50大市值合计
$5.35B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 107 项
建仓 37
增持 20
减持 30
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
VOYA
VOYA FINANCIAL INC
-$240.1M
0
-100%
增持
META
META PLATFORMS INC
+$171.7M
540,895
+110%
建仓
kspi us equity
KASPI KZ JSC
+$147.8M
1,148,850
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。
减持
FSLR
FIRST SOLAR INC
-$126.8M
1,795,736
-28%
减持
KVUE
KENVUE INC
-$118.2M
5,015,261
-52%
减持
GOOGL
ALPHABET INC
-$106.9M
344,270
-70%
增持
MSFT
MICROSOFT CORP
+$106.4M
591,399
+56%
增持
JPM
JPMORGAN CHASE & CO
+$99.7M
680,990
+216%
建仓
EL
LAUDER ESTEE COS INC
+$97.7M
633,746
建仓
TFC
TRUIST FINL CORP
+$97.1M
2,491,402
减持
VV
VANGUARD INDEX FDS
-$95.0M
529,766
-48%
增持
AMZN
AMAZON COM INC
+$91.8M
1,320,892
+37%
建仓
CRM
SALESFORCE INC
+$91.1M
302,615
减持
NTRA
NATERA INC
-$83.9M
1,984,579
-53%
清仓
KKR
KKR & CO INC
-$83.3M
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$79.8M
535,906
增持
AMD
ADVANCED MICRO DEVICES INC
+$70.1M
700,415
+83%
建仓
CX
CEMEX SAB DE CV
+$66.5M
7,376,316
建仓
NDAQ
NASDAQ INC
+$64.2M
1,017,556
清仓
DHI
D R HORTON INC
-$55.5M
0
-100%
建仓
HAS
HASBRO INC
+$55.3M
978,275
清仓
WLK
WESTLAKE CORPORATION
-$55.0M
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$53.9M
108,929
增持
PLNT
PLANET FITNESS INC
+$53.0M
2,316,311
+84%
清仓
CLX
CLOROX CO DEL
-$52.8M
0
-100%
建仓
TPR
TAPESTRY INC
+$52.8M
1,111,087
减持
—
JAZZ PHARMACEUTICALS PLC
-$52.7M
197,925
-68%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$50.8M
448,150
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$47.4M
344,983
增持
DKNG
DRAFTKINGS INC NEW
+$46.8M
2,720,627
+25%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$46.1M
0
-100%
建仓
AAPL
APPLE INC
+$46.1M
268,600
建仓
FLYW
FLYWIRE CORPORATION
+$45.8M
1,844,731
增持
MTZ
MASTEC INC
+$44.4M
777,271
+109%
减持
ENTG
ENTEGRIS INC
-$44.2M
285,250
-59%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$41.5M
0
-100%
建仓
URBN
URBAN OUTFITTERS INC
+$41.4M
953,753
建仓
—
COPA HOLDINGS SA
+$38.9M
373,374
增持
CBRE
CBRE GROUP INC
+$37.1M
835,615
+76%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$36.8M
12,645
减持
CNM
CORE & MAIN INC
+$34.1M
3,430,550
-15%
建仓
CPT
CAMDEN PPTY TR
+$33.9M
344,708
建仓
SPGI
S&P GLOBAL INC
+$33.4M
78,560
建仓
—
CAPRI HOLDINGS LIMITED
+$33.3M
734,026
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$32.5M
2,040,781
+44%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$30.7M
231,110
清仓
BILL
BILL HOLDINGS INC
-$30.3M
0
-100%
清仓
EXEL
EXELIXIS INC
-$29.0M
0
-100%
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$28.3M
0
-100%
建仓
KEX
KIRBY CORP
+$28.3M
296,666
清仓
TDG
TRANSDIGM GROUP INC
-$28.1M
0
-100%
清仓
PPLI
IAC INC
-$28.0M
0
-100%
建仓
VERA
VERA THERAPEUTICS INC
+$27.8M
645,501
建仓
CASY
CASEYS GEN STORES INC
+$27.7M
86,859
建仓
WAB
WABTEC
+$26.8M
184,070
建仓
TW
TRADEWEB MKTS INC
+$26.2M
251,691
清仓
PTLO
PORTILLOS INC
-$25.8M
0
-100%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$24.8M
768,159
减持
INSM
INSMED INC
-$23.9M
587,634
-54%
减持
EPAM
EPAM SYS INC
-$23.1M
55,006
-57%
增持
PLAY
DAVE & BUSTERS ENTMT INC
+$21.7M
433,591
+332%
增持
ROST
ROSS STORES INC
+$21.6M
523,537
+31%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$21.4M
868,338
+23%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$21.1M
481,225
清仓
ALLY
ALLY FINL INC
-$21.1M
0
-100%
减持
LPLA
LPL FINL HLDGS INC
+$20.3M
1,106,080
-7%
建仓
—
WOLFSPEED INC
+$19.6M
665,860
增持
—
INTER & CO INC
+$19.6M
4,797,676
+243%
增持
TXRH
TEXAS ROADHOUSE INC
+$19.6M
397,287
+16%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$19.4M
0
-100%
建仓
—
DISCOVER FINL SVCS
+$18.1M
138,187
清仓
PLD
PROLOGIS INC.
-$18.1M
0
-100%
清仓
—
RAPT THERAPEUTICS INC
-$17.7M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$17.4M
0
-100%
建仓
WBS
WEBSTER FINL CORP
+$17.2M
338,802
建仓
MELI
MERCADOLIBRE INC
+$17.2M
11,367
建仓
SBUX
STARBUCKS CORP
+$17.2M
187,685
建仓
DNUT
KRISPY KREME INC
+$15.4M
1,011,477
建仓
CELC
CELCUITY INC
+$14.9M
689,763
增持
VSTS
VESTIS CORPORATION
+$11.9M
1,712,479
+71%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$11.7M
200,756
-37%
建仓
JANX
JANUX THERAPEUTICS INC
+$11.2M
296,391
增持
PFE
PFIZER INC
+$11.1M
3,460,121
+17%
建仓
GERN
GERON CORP
+$10.3M
3,114,924
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$10.1M
815,087
+18%
清仓
DKS
DICKS SPORTING GOODS INC
-$9.9M
0
-100%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$8.9M
1,505,278
-12%
增持
LULU
LULULEMON ATHLETICA INC
-$8.1M
119,058
+12%
减持
—
INOZYME PHARMA INC
+$7.9M
2,912,913
-14%
清仓
NVDA
NVIDIA CORPORATION
-$7.3M
0
-100%
减持
PVH
PVH CORPORATION
-$7.1M
232,345
-29%
减持
KBR
KBR INC
+$6.7M
1,434,245
-6%
减持
—
MARQETA INC
-$5.7M
4,486,944
-3%
减持
—
SAGE THERAPEUTICS INC
-$5.5M
594,661
-23%
增持
NRDS
NERDWALLET INC
+$5.0M
1,980,018
+21%
减持
BURL
BURLINGTON STORES INC
-$4.9M
303,260
-22%
减持
—
PATRIA INVESTMENTS LIMITED
-$3.5M
2,098,805
-6%
减持
—
SOLENO THERAPEUTICS INC
-$2.8M
218,927
-27%
减持
XENE
XENON PHARMACEUTICALS INC
-$2.3M
396,196
-6%
减持
CROX
CROCS INC
-$2.3M
839,867
-36%
减持
MRK
MERCK & CO INC
-$1.4M
440,694
-19%
减持
—
VINCI PARTNERS INVTS LTD
-$904.3K
2,468,096
-6%
减持
—
CONSTELLIUM SE
-$605.5K
1,733,199
-11%
减持
—
MERUS N V
-$332.4K
2,076,590
-39%
减持
CRVS
CORVUS PHARMACEUTICALS INC
-$213.3K
2,348,363
-6%
减持
VTMX
VESTA REAL ESTATE CORP
-$41.4K
14,118
-6%
减持
PCVX
VAXCYTE INC
+$1.7K
302,679
-8%
