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RWC Asset Management LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

RWC Asset Management LLP

报告期 2026-03-31 · CIK 0001520478

持仓数

163

前50大市值合计

$2.04B

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 113 项建仓 14增持 62减持 30清仓 7

方向

标的

Δ市值

现股数(环比)

减持

HPQ HP INC

+$48.1M

4,704,633 -0%

增持

ELV ANTHEM INC

+$27.2M

292,178 +1%

增持

CSX CSX CORP

+$25.9M

3,220,475 +1%

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

GFI GOLD FIELDS LTD

+$24.8M

4,496,370 +48%

增持

MSFT MICROSOFT CORP

+$24.7M

440,243 +1%

建仓

PGR PROGRESSIVE CORP

+$20.1M

195,631

增持

SCHW SCHWAB CHARLES CORP

+$18.0M

1,539,811 +1%

增持

QCOM QUALCOMM INC

+$17.4M

307,008 +2%

增持

— LAM RESEARCH CORP

+$15.6M

101,747 +1%

减持

NEM NEWMONT CORP

+$15.1M

2,011,240 -0%

增持

KR KROGER CO

+$14.7M

2,897,512 +1%

增持

CHTR CHARTER COMMUNICATIONS INC N

-$12.7M

178,040 +1%

建仓

— DISH NETWORK CORPORATION

+$11.3M

11,200,000

增持

EXP EAGLE MATLS INC

+$10.4M

287,956 +1%

增持

C CITIGROUP INC

-$9.9M

1,081,833 +1%

增持

CSCO CISCO SYS INC

+$9.8M

956,937 +2%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$9.3M

990,881 +1%

增持

— TWITTER INC

+$9.0M

10,000,000 +567%

建仓

— SEA LTD

+$8.9M

9,700,000

增持

SQM SOCIEDAD QUIMICA Y MINERA DE

+$8.5M

1,238,438 +23%

清仓

— LIBERTY MEDIA CORP DEL

-$7.9M

0 -100%

增持

PCAR PACCAR INC

+$7.9M

806,542 +1%

减持

LEN LENNAR CORP

+$7.5M

608,125 -10%

减持

CX CEMEX SAB DE CV

-$7.2M

5,728,155 -11%

减持

— PINDUODUO INC

-$6.7M

1,100,000 -87%

减持

COST COSTCO WHSL CORP NEW

+$6.6M

58,856 -1%

增持

IT GARTNER INC

+$6.4M

199,096 +1%

增持

PINS PINTEREST INC

-$6.1M

427,620 +1%

减持

LYV LIVE NATION ENTERTAINMENT IN

-$6.1M

293,172 -35%

建仓

— GUARDANT HEALTH INC

+$6.1M

6,000,000

建仓

— REDFIN CORP

+$6.0M

6,700,000

建仓

— ZENDESK INC

+$6.0M

5,000,000

建仓

— UBER TECHNOLOGIES INC

+$5.4M

5,500,000

增持

ALK ALASKA AIR GROUP INC

-$5.2M

844,368 +1%

增持

— MICROCHIP TECHNOLOGY INC.

+$5.1M

7,500,000 +103%

建仓

— BLOCK INC

+$5.1M

4,900,000

减持

EXPD EXPEDITORS INTL WASH INC

+$4.8M

330,180 -1%

建仓

— DEXCOM INC

+$4.7M

4,000,000

减持

— RINGCENTRAL INC

-$4.7M

5,500,000 -45%

清仓

— CHEGG INC

-$4.7M

0 -100%

增持

PEP PEPSICO INC

+$4.7M

176,622 +2%

减持

— WESTERN DIGITAL CORP.

-$4.5M

33,850,000 -12%

建仓

— VAIL RESORTS INC

+$4.3M

4,000,000

清仓

— SAREPTA THERAPEUTICS INC

-$4.3M

0 -100%

增持

EXC EXELON CORP

+$4.2M

398,663 +2%

减持

— ETSY INC

-$4.2M

2,200,000 -59%

增持

BAC BK OF AMERICA CORP

+$4.1M

1,783,426 +1%

增持

— LAZARD LTD

-$4.0M

2,134,986 +1%

减持

— BARRICK GOLD CORP

+$4.0M

4,521,117 -0%

减持

BIDU BAIDU INC

-$4.0M

147,689 -12%

清仓

— SOLAREDGE TECHNOLOGIES INC

-$3.8M

0 -100%

增持

— SPLUNK INC

+$3.8M

18,500,000 +35%

增持

INFY INFOSYS LTD

+$3.7M

1,055,656 +2%

增持

PAYX PAYCHEX INC

+$3.4M

128,859 +2%

建仓

— ZILLOW GROUP INC

+$3.4M

2,600,000

减持

— MANDIANT INC

-$3.2M

6,000,000 -33%

增持

HTHT HUAZHU GROUP LTD

-$3.2M

1,040,977 +13%

增持

TPR TAPESTRY INC

+$3.2M

723,870 +2%

增持

AMZN AMAZON COM INC

+$2.9M

41,953 +1%

增持

— HANESBRANDS INC

+$2.8M

1,537,319 +15%

增持

— ILLUMINA INC

+$2.7M

6,900,000 +53%

增持

— FEDERAL RLTY INVT TR

+$2.6M

126,059 +2%

清仓

— WIX COM LTD

-$2.6M

0 -100%

增持

PYPL PAYPAL HLDGS INC

-$2.6M

382,393 +33%

增持

— PEGASYSTEMS INC

+$2.6M

5,200,000 +100%

增持

PG PROCTER AND GAMBLE CO

+$2.5M

91,360 +2%

减持

— LIVENT CORP

-$2.4M

122,013 -48%

清仓

— JOYY INC

-$2.4M

0 -100%

减持

— WAYFAIR INC

-$2.3M

6,600,000 -20%

增持

— ZYNGA INC

+$2.3M

11,100,000 +31%

增持

BRX BRIXMOR PPTY GROUP INC

+$2.2M

583,007 +2%

增持

LEN/B LENNAR CORP

+$2.2M

114,898 +1%

减持

— EXACT SCIENCES CORP

-$2.1M

7,800,000 -13%

减持

— FORTIVE CORP

-$2.0M

8,000,000 -20%

减持

— SOUTHWEST AIRLS CO

-$2.0M

2,100,000 -34%

增持

BILI BILIBILI INC

-$2.0M

350,729 +27%

清仓

— LIBERTY MEDIA CORP DEL

-$2.0M

0 -100%

增持

AIG AMERICAN INTL GROUP INC

+$1.9M

839,100 +1%

增持

PAAS PAN AMERN SILVER CORP

+$1.9M

674,917 +5%

增持

SMG SCOTTS MIRACLE-GRO CO

+$1.8M

113,500 +1%

减持

— NUTANIX INC

-$1.6M

6,400,000 -17%

增持

WU WESTERN UN CO

-$1.4M

739,060 +2%

增持

— INTERPUBLIC GROUP COS INC

+$1.3M

1,347,619 +1%

减持

— JAZZ INVESTMENTS I LTD

-$1.3M

7,300,000 -12%

增持

— QURATE RETAIL INC

-$1.3M

521,647 +1%

减持

— LITHIUM AMERS CORP NEW

-$1.3M

74,662 -48%

增持

ES EVERSOURCE ENERGY

+$1.3M

117,266 +2%

增持

CMS CMS ENERGY CORP

+$1.1M

167,158 +2%

增持

SYF SYNCHRONY FINANCIAL

-$1.1M

501,372 +1%

增持

— LIBERTY GLOBAL PLC

-$1.1M

888,380 +1%

增持

— PURE STORAGE INC

+$1.0M

3,300,000 +14%

增持

— AMERICAN AIRLINES GROUP INC

+$1.0M

2,400,000 +60%

减持

— LUMENTUM HLDGS INC

-$997.0K

3,900,000 -26%

建仓

— EVERBRIDGE INC

+$977.0K

1,000,000

减持

— LIVONGO HEALTH INC

-$887.0K

2,100,000 -16%

增持

LMT LOCKHEED MARTIN CORP

+$878.0K

48,493 +2%

增持

HOG HARLEY DAVIDSON INC

+$744.0K

396,667 +2%

增持

MRK MERCK & CO INC

+$675.0K

211,627 +2%

增持

OMC OMNICOM GROUP INC

+$627.0K

262,338 +2%

增持

— HUAZHU GROUP LTD

+$622.0K

2,800,000 +40%

减持

— NICE LTD

-$583.0K

1,900,000 -24%

减持

— VIAVI SOLUTIONS INC

-$522.0K

1,200,000 -29%

减持

HBAN HUNTINGTON BANCSHARES INC

-$507.0K

7,254,584 -0%

减持

CVCO CAVCO INDS INC DEL

-$467.0K

57,005 -27%

增持

ABEV AMBEV SA

+$427.0K

4,314,834 +2%

减持

— INSMED INC

-$419.0K

3,200,000 -11%

增持

PM PHILIP MORRIS INTL INC

+$362.0K

154,681 +2%

建仓

BSAC BANCO SANTANDER CHILE NEW

+$355.0K

21,773

建仓

— ZYNGA INC

+$323.0K

350,000

增持

— SHOPIFY INC

+$290.0K

3,100,000 +7%

增持

EMR EMERSON ELEC CO

+$134.0K

152,473 +2%

增持

BKR BAKER HUGHES COMPANY

-$131.0K

254,799 +1%

减持

— CYBERARK SOFTWARE LTD

-$124.0K

4,500,000 -8%