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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 128 项建仓 15增持 79减持 13清仓 21

方向

标的

Δ市值

现股数(环比)

建仓

PDD PINDUODUO INC

+$61.4M

993,048

增持

NEM NEWMONT CORP

-$39.4M

2,013,212 +0%

增持

AMZN AMAZON COM INC

-$37.5M

890,393 +2098%

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

— BARRICK GOLD CORP

-$30.7M

4,535,779 +0%

增持

GFI GOLD FIELDS LTD

-$27.3M

4,953,236 +6%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$25.4M

1,400,700 +4%

建仓

JD JD.COM INC

+$24.0M

374,155

减持

SQM SOCIEDAD QUIMICA Y MINERA DE

-$23.4M

528,665 -33%

增持

SCHW SCHWAB CHARLES CORP

-$21.5M

1,549,907 +9%

增持

PYPL PAYPAL HLDGS INC

-$18.2M

509,015 +10%

增持

CSX CSX CORP

-$16.9M

3,277,837 +9%

增持

HPQ HP INC

-$16.0M

4,695,024 +0%

建仓

LI LI AUTO INC

+$15.8M

413,589

增持

KR KROGER CO

-$13.2M

2,642,553 +10%

增持

ALK ALASKA AIR GROUP INC

-$13.2M

1,044,062 +10%

增持

CSCO CISCO SYS INC

-$12.4M

1,246,061 +6%

增持

BAC BK OF AMERICA CORP

-$11.8M

1,874,813 +10%

增持

MSFT MICROSOFT CORP

-$11.0M

455,551 +10%

增持

— HANESBRANDS INC

-$10.1M

3,108,867 +10%

增持

HBAN HUNTINGTON BANCSHARES INC

-$9.8M

7,326,267 +9%

清仓

— ZYNGA INC

-$9.5M

0 -100%

清仓

— EXPEDIA GROUP INC

-$9.5M

0 -100%

减持

CX CEMEX SAB DE CV

-$9.0M

5,872,846 -3%

建仓

— ZILLOW GROUP INC

+$8.6M

8,300,000

建仓

KOS KOSMOS ENERGY LTD

+$8.0M

1,296,541

增持

ELV ELEVANCE HEALTH INC

+$7.8M

239,254 +9%

清仓

— ILLUMINA INC

-$7.6M

0 -100%

减持

— TWITTER INC

-$7.4M

12,800,000 -34%

增持

LYV LIVE NATION ENTERTAINMENT IN

-$7.3M

299,652 +10%

清仓

— MANDIANT INC

-$6.6M

0 -100%

清仓

— PEGASYSTEMS INC

-$6.6M

0 -100%

增持

— LAM RESEARCH CORP

-$6.6M

103,513 +10%

建仓

— SEA LTD

+$6.6M

5,900,000

增持

QCOM QUALCOMM INC

-$6.5M

399,410 +6%

增持

— INTERPUBLIC GROUP COS INC

-$6.5M

1,380,213 +10%

减持

— DISH NETWORK CORPORATION

-$6.5M

6,300,000 -44%

清仓

— ETSY INC

-$6.2M

0 -100%

增持

IT GARTNER INC

-$5.8M

203,975 +10%

增持

CHTR CHARTER COMMUNICATIONS INC N

-$5.7M

194,828 +10%

建仓

— ON SEMICONDUCTOR CORP

+$5.6M

4,850,000

增持

OMC OMNICOM GROUP INC

-$5.6M

341,091 +6%

增持

INFY INFOSYS LTD

-$5.4M

1,087,962 +6%

增持

C CITIGROUP INC

-$5.4M

1,038,294 +4%

清仓

— EXACT SCIENCES CORP

-$5.3M

0 -100%

增持

AIG AMERICAN INTL GROUP INC

-$5.1M

853,520 +10%

清仓

— OKTA INC

-$5.1M

0 -100%

清仓

— NUVASIVE INC

-$5.0M

0 -100%

清仓

— ZILLOW GROUP INC

-$4.8M

0 -100%

建仓

— SNAP INC

+$4.5M

4,700,000

增持

MELI MERCADOLIBRE INC

-$4.4M

101,593 +75%

清仓

— TURQUOISE HILL RES LTD

-$4.1M

0 -100%

清仓

— GUARDANT HEALTH INC

-$4.1M

0 -100%

清仓

— LIVONGO HEALTH INC

-$3.9M

0 -100%

增持

— BILIBILI INC

+$3.8M

5,500,000 +189%

增持

MRK MERCK & CO INC

+$3.8M

275,847 +6%

增持

SMG SCOTTS MIRACLE-GRO CO

-$3.8M

116,156 +10%

增持

— AKAMAI TECHNOLOGIES INC

-$3.5M

20,600,000 +0%

建仓

— COINBASE GLOBAL INC

+$3.5M

6,000,000

减持

— LIVENT CORP

-$3.3M

320,579 -21%

清仓

— PEBBLEBROOK HOTEL TR

-$3.2M

0 -100%

减持

— BOX INC

-$3.2M

300,000 -89%

增持

FRT FEDERAL RLTY INVT TR NEW

-$3.2M

164,415 +6%

建仓

— TWITTER INC

+$3.1M

3,500,000

清仓

— INSMED INC

-$3.1M

0 -100%

增持

BRX BRIXMOR PPTY GROUP INC

-$3.1M

756,341 +6%

增持

ABEV AMBEV SA

-$3.0M

5,592,395 +6%

清仓

— CABLE ONE INC

-$2.8M

0 -100%

增持

HOG HARLEY DAVIDSON INC

-$2.8M

515,732 +6%

清仓

— MICROSTRATEGY INC

-$2.8M

0 -100%

增持

COST COSTCO WHSL CORP NEW

-$2.7M

60,684 +10%

增持

BKR BAKER HUGHES COMPANY

-$2.6M

622,471 +10%

建仓

— LI AUTO INC

+$2.5M

1,700,000

清仓

— LYFT INC

-$2.5M

0 -100%

增持

PAYX PAYCHEX INC

-$2.5M

168,533 +6%

增持

— ENPHASE ENERGY INC

+$2.4M

8,100,000 +50%

清仓

— BLACKLINE INC

-$2.4M

0 -100%

建仓

— PIONEER NAT RES CO

+$2.4M

1,100,000

增持

EMR EMERSON ELEC CO

-$2.4M

184,224 +6%

减持

— ZENDESK INC

-$2.3M

5,500,000 -8%

增持

PGR PROGRESSIVE CORP

+$2.2M

254,376 +6%

增持

SYF SYNCHRONY FINANCIAL

-$2.1M

509,612 +9%

减持

— DEXCOM INC

-$2.1M

6,500,000 -7%

增持

PM PHILIP MORRIS INTL INC

+$2.1M

202,038 +6%

增持

PEP PEPSICO INC

+$2.1M

230,236 +6%

增持

EXP EAGLE MATLS INC

-$2.0M

293,824 +10%

增持

LEN LENNAR CORP

-$1.9M

627,797 +10%

增持

— DROPBOX INC

+$1.9M

12,000,000 +26%

增持

PINS PINTEREST INC

-$1.8M

438,516 +10%

增持

PCAR PACCAR INC

+$1.8M

821,669 +10%

建仓

— BILIBILI INC

+$1.8M

1,400,000

增持

— PURE STORAGE INC

+$1.5M

4,900,000 +75%

增持

— AIRBNB INC

-$1.5M

15,500,000 +5%

减持

— OKTA INC

-$1.4M

5,700,000 -5%

减持

— RAPID7 INC

-$1.3M

3,500,000 -3%

增持

— LIBERTY GLOBAL PLC

-$1.3M

908,674 +10%

减持

— JAZZ INVESTMENTS I LTD

-$1.3M

7,000,000 -10%

增持

EXPD EXPEDITORS INTL WASH INC

+$1.3M

337,394 +10%

增持

— FORD MTR CO DEL

-$1.2M

13,000,000 +17%

增持

— LUMENTUM HLDGS INC

+$1.2M

5,900,000 +40%

增持

— AMERICAN AIRLINES GROUP INC

-$1.0M

4,250,000 +6%

增持

— BLOCK INC

+$1.0M

7,500,000 +63%

减持

— FIVE9 INC

-$984.0K

5,100,000 -7%

建仓

JMIA JUMIA TECHNOLOGIES AG

+$950.0K

156,779

增持

— LITHIUM AMERS CORP NEW

-$922.0K

122,403 +44%

增持

LMT LOCKHEED MARTIN CORP

+$898.0K

63,376 +6%

建仓

BZ KANZHUN LIMITED

+$861.0K

32,756

增持

— QURATE RETAIL INC

-$813.0K

519,256 +7%

清仓

— EURONET WORLDWIDE INC

-$675.0K

0 -100%

增持

— ARES CAPITAL CORP

+$660.0K

12,000,000 +14%

增持

— INTEGRA LIFESCIENCES HLDGS C

+$640.0K

4,100,000 +32%

增持

— BIOMARIN PHARMACEUTICAL INC

+$591.0K

8,200,000 +9%

增持

— NICE LTD

+$455.0K

3,200,000 +28%

减持

— PINDUODUO INC

-$453.0K

1,100,000 -31%

增持

LEN/B LENNAR CORP

-$414.0K

114,941 +10%

清仓

— ZYNGA INC

-$357.0K

0 -100%

增持

CMS CMS ENERGY CORP

+$350.0K

218,458 +6%

增持

— GRAN TIERRA ENERGY INC

+$341.0K

921,112 +77%

增持

— CYBERARK SOFTWARE LTD

+$325.0K

7,000,000 +23%

增持

— SOUTHWEST AIRLS CO

-$224.0K

3,300,000 +10%

增持

EXC EXELON CORP

+$221.0K

518,245 +6%

增持

ES EVERSOURCE ENERGY

+$214.0K

153,698 +6%

增持

— COUPA SOFTWARE INC

-$203.0K

8,500,000 +13%

增持

TPR TAPESTRY INC

-$198.0K

1,070,600 +21%

增持

— SPOTIFY USA INC

+$149.0K

400,000 +100%

增持

— LAZARD LTD

+$124.0K

2,118,133 +7%

增持

— SOLAREDGE TECHNOLOGIES INC

+$117.0K

4,200,000 +17%

增持

— TYLER TEX INDPT SCH DIST

+$106.0K

6,100,000 +20%

增持

PG PROCTER AND GAMBLE CO

-$19.0K

119,822 +6%