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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 140 项建仓 31增持 45减持 42清仓 22

方向

标的

Δ市值

现股数(环比)

建仓

MELI MERCADOLIBRE INC

+$69.1M

58,119

清仓

HTHT HUAZHU GROUP LTD

-$38.9M

0 -100%

减持

NEM NEWMONT CORP

+$34.8M

2,007,762 -0%

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

ELV ANTHEM INC

-$27.8M

219,096 -25%

减持

— BARRICK GOLD CORP

+$25.0M

4,520,988 -0%

减持

— LAZARD LTD

-$24.6M

1,986,223 -7%

减持

LEN LENNAR CORP

-$24.4M

569,773 -6%

增持

GFI GOLD FIELDS LTD

+$23.0M

4,686,317 +4%

减持

— LAM RESEARCH CORP

-$22.5M

94,285 -7%

清仓

BIDU BAIDU INC

-$22.0M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$20.7M

1,342,238 +35%

减持

MSFT MICROSOFT CORP

-$20.1M

415,156 -6%

减持

CHTR CHARTER COMMUNICATIONS INC N

-$19.1M

177,724 -0%

建仓

FRT FEDERAL RLTY INVT TR NEW

+$18.9M

154,923

增持

PYPL PAYPAL HLDGS INC

-$18.4M

464,504 +21%

清仓

— FEDERAL RLTY INVT TR

-$17.2M

0 -100%

清仓

PAAS PAN AMERN SILVER CORP

-$16.9M

0 -100%

增持

— HANESBRANDS INC

+$16.3M

2,823,913 +84%

清仓

BILI BILIBILI INC

-$16.3M

0 -100%

增持

BKR BAKER HUGHES COMPANY

+$14.5M

565,415 +122%

建仓

— AIRBNB INC

+$14.3M

14,700,000

减持

HBAN HUNTINGTON BANCSHARES INC

-$13.9M

6,699,276 -8%

减持

EXP EAGLE MATLS INC

-$13.6M

267,368 -7%

建仓

— FORD MTR CO DEL

+$13.2M

11,100,000

清仓

WU WESTERN UN CO

-$13.2M

0 -100%

减持

EXPD EXPEDITORS INTL WASH INC

-$12.7M

306,511 -7%

减持

C CITIGROUP INC

-$12.2M

994,543 -8%

建仓

— ARES CAPITAL CORP

+$11.9M

10,500,000

减持

IT GARTNER INC

-$11.4M

185,411 -7%

增持

ALK ALASKA AIR GROUP INC

+$11.0M

948,390 +12%

减持

SCHW SCHWAB CHARLES CORP

-$10.1M

1,416,068 -8%

建仓

— EXPEDIA GROUP INC

+$9.5M

7,700,000

减持

BAC BK OF AMERICA CORP

-$9.2M

1,702,246 -5%

增持

LMT LOCKHEED MARTIN CORP

+$9.1M

59,701 +23%

增持

— TWITTER INC

+$9.1M

19,500,000 +95%

建仓

— DROPBOX INC

+$8.9M

9,500,000

减持

CSX CSX CORP

-$8.9M

2,995,462 -7%

建仓

— BENTLEY SYS INC

+$8.4M

8,500,000

减持

— SEA LTD

-$8.1M

1,000,000 -90%

增持

OMC OMNICOM GROUP INC

+$8.1M

321,394 +23%

清仓

— FORTIVE CORP

-$8.0M

0 -100%

减持

AMZN AMAZON COM INC

-$7.8M

40,512 -3%

增持

— LIVENT CORP

+$7.6M

407,121 +234%

建仓

— BIOMARIN PHARMACEUTICAL INC

+$7.6M

7,500,000

减持

HPQ HP INC

-$7.3M

4,680,531 -1%

建仓

— COUPA SOFTWARE INC

+$7.3M

7,500,000

增持

PGR PROGRESSIVE CORP

+$7.3M

239,798 +23%

减持

KR KROGER CO

+$7.1M

2,410,432 -17%

建仓

— SHIFT4 PMTS INC

+$7.1M

6,800,000

减持

SYF SYNCHRONY FINANCIAL

-$7.1M

465,485 -7%

清仓

— COUPA SOFTWARE INC

-$6.9M

0 -100%

增持

CX CEMEX SAB DE CV

-$6.8M

6,060,206 +6%

清仓

— NUTANIX INC

-$6.5M

0 -100%

建仓

— OKTA INC

+$6.5M

6,000,000

建仓

— BLOCK INC

+$6.1M

4,600,000

清仓

— WAYFAIR INC

-$6.0M

0 -100%

清仓

— REDFIN CORP

-$6.0M

0 -100%

建仓

— FIVE9 INC

+$6.0M

5,500,000

减持

— INTERPUBLIC GROUP COS INC

-$6.0M

1,255,043 -7%

减持

PINS PINTEREST INC

-$5.7M

398,165 -7%

建仓

— TYLER TEX INDPT SCH DIST

+$5.6M

5,100,000

增持

PEP PEPSICO INC

+$5.6M

216,962 +23%

建仓

— ENPHASE ENERGY INC

+$5.5M

5,400,000

清仓

— UBER TECHNOLOGIES INC

-$5.4M

0 -100%

减持

— WESTERN DIGITAL CORP.

-$5.4M

29,850,000 -12%

减持

PCAR PACCAR INC

-$5.3M

747,671 -7%

减持

SMG SCOTTS MIRACLE-GRO CO

-$5.3M

105,660 -7%

减持

CVCO CAVCO INDS INC DEL

-$5.2M

53,447 -6%

建仓

— INSULET CORP

+$5.2M

3,900,000

清仓

— RINGCENTRAL INC

-$5.2M

0 -100%

减持

SQM SOCIEDAD QUIMICA Y MINERA DE

+$5.1M

789,619 -36%

增持

MRK MERCK & CO INC

+$5.1M

259,944 +23%

清仓

— BLOCK INC

-$5.1M

0 -100%

建仓

— SOLAREDGE TECHNOLOGIES INC

+$5.0M

3,600,000

增持

ABEV AMBEV SA

+$4.9M

5,271,523 +22%

增持

CSCO CISCO SYS INC

+$4.8M

1,174,383 +23%

建仓

— RAPID7 INC

+$4.5M

3,600,000

清仓

— VAIL RESORTS INC

-$4.3M

0 -100%

增持

HOG HARLEY DAVIDSON INC

+$4.2M

486,056 +23%

增持

PAYX PAYCHEX INC

+$4.1M

158,789 +23%

建仓

— TURQUOISE HILL RES LTD

+$4.1M

135,615

减持

LEN/B LENNAR CORP

-$3.8M

104,778 -9%

增持

BRX BRIXMOR PPTY GROUP INC

+$3.6M

712,852 +22%

建仓

— BOX INC

+$3.6M

2,800,000

减持

— LIBERTY GLOBAL PLC

-$3.6M

825,838 -7%

增持

CMS CMS ENERGY CORP

+$3.5M

205,834 +23%

增持

TPR TAPESTRY INC

+$3.5M

884,910 +22%

减持

— SHOPIFY INC

-$3.5M

400,000 -87%

建仓

— NORTONLIFELOCK INC

+$3.3M

2,500,000

增持

— DEXCOM INC

+$3.3M

7,000,000 +75%

建仓

— GUIDEWIRE SOFTWARE INC

+$3.3M

3,100,000

增持

— ETSY INC

+$3.3M

6,200,000 +182%

增持

PM PHILIP MORRIS INTL INC

+$3.2M

190,369 +23%

减持

LYV LIVE NATION ENTERTAINMENT IN

-$3.0M

272,458 -7%

清仓

— LENDINGTREE INC

-$3.0M

0 -100%

建仓

— MARRIOTT VACATIONS WORLDWIDE

+$3.0M

2,700,000

清仓

— HUAZHU GROUP LTD

-$2.9M

0 -100%

增持

EMR EMERSON ELEC CO

+$2.8M

173,614 +14%

建仓

— CABLE ONE INC

+$2.8M

3,200,000

建仓

— MICROSTRATEGY INC

+$2.8M

2,000,000

减持

— ZYNGA INC

-$2.5M

7,800,000 -30%

建仓

— LYFT INC

+$2.5M

2,000,000

建仓

— BLACKLINE INC

+$2.4M

2,000,000

增持

PG PROCTER AND GAMBLE CO

+$2.3M

112,875 +24%

减持

— EXACT SCIENCES CORP

-$2.3M

6,000,000 -23%

增持

— AMERICAN AIRLINES GROUP INC

+$2.2M

4,000,000 +67%

增持

ES EVERSOURCE ENERGY

+$2.1M

144,794 +23%

减持

— GUARDANT HEALTH INC

-$2.0M

5,000,000 -17%

建仓

— BILIBILI INC

+$2.0M

1,900,000

清仓

— VIAVI SOLUTIONS INC

-$1.7M

0 -100%

增持

— SPLUNK INC

+$1.7M

18,800,000 +2%

减持

— QURATE RETAIL INC

-$1.7M

483,584 -7%

增持

— ZENDESK INC

+$1.6M

6,000,000 +20%

减持

COST COSTCO WHSL CORP NEW

-$1.6M

55,192 -6%

增持

— LIVONGO HEALTH INC

+$1.4M

3,800,000 +81%

增持

— ZILLOW GROUP INC

+$1.4M

4,200,000 +62%

增持

— CYBERARK SOFTWARE LTD

+$1.4M

5,700,000 +27%

增持

QCOM QUALCOMM INC

+$1.4M

376,458 +23%

增持

BSAC BANCO SANTANDER CHILE NEW

+$1.4M

76,263 +250%

增持

— LITHIUM AMERS CORP NEW

+$1.3M

85,092 +14%

增持

— SOUTHWEST AIRLS CO

+$1.3M

3,000,000 +43%

增持

— JAZZ INVESTMENTS I LTD

+$1.3M

7,800,000 +7%

减持

INFY INFOSYS LTD

-$1.2M

1,025,284 -3%

增持

— PEGASYSTEMS INC

+$1.1M

7,000,000 +35%

减持

AIG AMERICAN INTL GROUP INC

+$1.1M

776,894 -7%

清仓

— EVERBRIDGE INC

-$977.0K

0 -100%

减持

— PEBBLEBROOK HOTEL TR

-$623.0K

2,800,000 -20%

减持

— PURE STORAGE INC

-$453.0K

2,800,000 -15%

增持

— PINDUODUO INC

+$423.0K

1,600,000 +45%

减持

— GRAN TIERRA ENERGY INC

+$419.0K

521,630 -17%

清仓

— LIVE NATION ENTERTAINMENT IN

-$398.0K

0 -100%

建仓

— VNET GROUP INC

+$396.0K

500,000

增持

— NICE LTD

+$317.0K

2,500,000 +32%

清仓

— BLACKROCK CAP INVT CORP

-$304.0K

0 -100%

增持

— OKTA INC

-$253.0K

5,200,000 +16%

增持

EXC EXELON CORP

+$238.0K

488,431 +23%

清仓

— WEIBO CORP

-$196.0K

0 -100%

建仓

— SPOTIFY USA INC

+$171.0K

200,000

增持

— MICROCHIP TECHNOLOGY INC.

-$168.0K

8,000,000 +7%

增持

— LUMENTUM HLDGS INC

+$57.0K

4,200,000 +8%