小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 106 项
建仓 33
增持 20
减持 21
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
FSLR
FIRST SOLAR INC
-$265.1M
792,028
-63%
增持
MS
MORGAN STANLEY
+$224.6M
1,493,069
+487%
增持
BAC
BANK AMERICA CORP
+$187.0M
9,423,453
+47%
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。
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$177.0M
582,423
清仓
WING
WINGSTOP INC
-$162.0M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$150.6M
0
-100%
清仓
FIVE
FIVE BELOW INC
-$146.1M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$142.8M
0
-100%
减持
META
META PLATFORMS INC
-$142.0M
193,363
-47%
清仓
BURL
BURLINGTON STORES INC
-$141.4M
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$128.0M
0
-100%
清仓
PLNT
PLANET FITNESS INC
-$120.6M
0
-100%
清仓
HAS
HASBRO INC
-$117.3M
0
-100%
增持
LPLA
LPL FINL HLDGS INC
+$116.1M
1,579,259
+17%
减持
AMZN
AMAZON COM INC
-$115.0M
314,917
-63%
建仓
—
ASML HOLDING N V
+$111.4M
104,121
清仓
EAT
BRINKER INTL INC
-$111.3M
0
-100%
减持
MSFT
MICROSOFT CORP
-$110.6M
765,616
-18%
清仓
SNPS
SYNOPSYS INC
-$109.9M
0
-100%
减持
PRMB
PRIMO BRANDS CORPORATION
-$106.6M
3,930,922
-49%
清仓
TPR
TAPESTRY INC
-$104.7M
0
-100%
清仓
NFLX
NETFLIX INC
-$104.2M
0
-100%
建仓
CVS
CVS HEALTH CORP
+$96.9M
1,220,573
清仓
—
AMER SPORTS INC
-$93.2M
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$89.2M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$85.5M
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$80.2M
352,592
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$78.4M
550,462
减持
IP
INTERNATIONAL PAPER CO
-$72.4M
787,215
-65%
建仓
PEN
PENUMBRA INC
+$66.2M
212,956
增持
—
INVESCO LTD
+$66.1M
4,211,041
+117%
增持
COF
CAPITAL ONE FINL CORP
+$65.4M
1,913,380
+2%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$62.8M
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$61.7M
0
-100%
建仓
—
ICON PLC
+$61.5M
337,681
清仓
CASY
CASEYS GEN STORES INC
-$59.6M
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$59.1M
34,939
建仓
BMA
BANCO MACRO SA
+$58.3M
646,741
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$57.7M
606,525
减持
—
SPOTIFY TECHNOLOGY S A
-$51.2M
224,836
-14%
清仓
TRV
TRAVELERS COMPANIES INC
-$50.8M
0
-100%
清仓
GAP
GAP INC
-$49.7M
0
-100%
建仓
COHR
COHERENT CORP
+$49.0M
265,488
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$47.4M
1,304,932
清仓
WDC
WESTERN DIGITAL CORP
-$47.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$47.2M
85,580
+46%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$46.2M
468,849
建仓
WSC
WILLSCOT HLDGS CORP
+$44.4M
2,357,904
清仓
CAH
CARDINAL HEALTH INC
-$44.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$43.5M
785,502
+42%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$42.7M
7,922,354
-41%
建仓
SPXC
SPX TECHNOLOGIES INC
+$42.2M
210,915
建仓
CVCO
CAVCO INDS INC DEL
+$42.2M
71,401
增持
BRKR
BRUKER CORP
+$38.8M
1,317,122
+84%
建仓
RCUS
ARCUS BIOSCIENCES INC
+$38.2M
1,604,270
清仓
CTRI
CENTURI HOLDINGS INC
-$36.8M
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$35.2M
341,674
增持
AMD
ADVANCED MICRO DEVICES INC
+$34.6M
224,837
+168%
建仓
—
TERNS PHARMACEUTICALS INC
+$32.9M
814,875
清仓
—
SOLENO THERAPEUTICS INC
-$31.5M
0
-100%
清仓
—
CIDARA THERAPEUTICS INC
-$29.5M
0
-100%
建仓
KO
COCA COLA CO
+$29.4M
420,189
建仓
DYN
DYNE THERAPEUTICS INC
+$29.2M
1,493,075
建仓
KRMN
KARMAN HLDGS INC
+$26.8M
366,340
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$26.7M
1,069,543
建仓
VSEC
VSE CORP
+$26.4M
152,835
清仓
RBC
RBC BEARINGS INC
-$25.7M
0
-100%
建仓
AN
AUTONATION INC
+$24.7M
119,862
清仓
SE
SEA LTD
-$24.6M
0
-100%
增持
INSM
INSMED INC
+$22.2M
369,575
+26%
减持
PCT
PURECYCLE TECHNOLOGIES INC
-$21.4M
4,636,140
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$20.9M
636,283
-11%
建仓
CHDN
CHURCHILL DOWNS INC
+$20.0M
175,516
增持
MELI
MERCADOLIBRE INC
+$19.4M
55,719
+40%
减持
BSX
BOSTON SCIENTIFIC CORP
-$19.0M
299,118
-39%
建仓
SKY
CHAMPION HOMES INC
+$18.5M
218,754
建仓
XLY
SELECT SECTOR SPDR TR
+$18.5M
154,702
减持
REZI
RESIDEO TECHNOLOGIES INC
-$17.6M
549,475
-36%
增持
—
MAREX GROUP PLC
+$17.0M
1,141,911
+43%
减持
ALB
ALBEMARLE CORP
-$16.8M
214,102
-63%
清仓
CE
CELANESE CORP DEL
-$16.7M
0
-100%
建仓
NEO
NEOGENOMICS INC
+$16.3M
1,388,221
建仓
—
AMRIZE LTD
+$16.0M
295,235
增持
—
BRIGHTSTAR LOTTERY PLC
+$15.0M
7,183,757
+29%
清仓
AAPL
APPLE INC
-$14.9M
0
-100%
减持
kspi us equity
KASPI KZ JSC
-$14.3M
1,059,191
-11%
减持
SQ
BLOCK INC
-$11.9M
399,219
-24%
建仓
ABVX
ABIVAX SA
+$11.4M
84,286
清仓
RIOT
RIOT PLATFORMS INC
-$9.6M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$9.2M
44,200
清仓
GGAL
GRUPO FINANCIERO GALICIA S.A
-$9.1M
0
-100%
减持
BBAR
BANCO BBVA ARGENTINA S A
+$7.0M
1,284,869
-34%
增持
—
VINCI COMPASS INVESTMENTS LT
+$6.1M
2,395,484
+3%
增持
—
INTER & CO INC
-$5.3M
8,643,709
+2%
建仓
MDLN
MEDLINE INC
+$5.2M
124,542
增持
CNM
CORE & MAIN INC
+$4.5M
2,841,675
+7%
减持
FCX
FREEPORT-MCMORAN INC
+$4.4M
576,122
-9%
清仓
—
MERUS N V
-$4.1M
0
-100%
增持
—
PATRIA INVESTMENTS LIMITED
+$3.4M
2,037,059
+3%
增持
RBA
RB GLOBAL INC
-$3.2M
1,381,201
+3%
增持
WBS
WEBSTER FINL CORP
+$3.1M
626,862
+3%
减持
JBTM
JBT MAREL CORPORATION
+$2.5M
454,209
-3%
减持
MTZ
MASTEC INC
-$1.4M
306,363
-4%
减持
NTRA
NATERA INC
+$434.0K
108,007
-28%
增持
VTMX
VESTA REAL ESTATE CORP
+$232.2K
76,269
+3%
减持
VOO
VANGUARD INDEX FDS
+$4.8K
411
-0%
