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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 109 项建仓 24增持 27减持 42清仓 16

方向

标的

Δ市值

现股数(环比)

减持

PDD PDD HOLDINGS INC

-$56.4M

183,789 -65%

清仓

TPR TAPESTRY INC

-$52.6M

0 -100%

建仓

SYY SYSCO CORP

+$41.9M

516,719

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

VALE VALE S A

-$27.8M

1,804,283 -43%

建仓

BABA ALIBABA GROUP HLDG LTD

+$20.3M

281,101

减持

BIDU BAIDU INC

-$18.4M

213,667 -38%

清仓

XPEV XPENG INC

-$17.8M

0 -100%

建仓

TCOM TRIP COM GROUP LTD

+$13.9M

316,827

建仓

LI LI AUTO INC

+$13.7M

454,018

增持

GGAL GRUPO FINANCIERO GALICIA S.A

+$13.1M

784,162 +97%

增持

YPF YPF SOCIEDAD ANONIMA

+$12.6M

1,181,155 +89%

增持

CX CEMEX SAB DE CV

+$11.2M

4,315,008 +21%

建仓

— ON SEMICONDUCTOR CORP

+$11.2M

11,300,000

减持

— BARRICK GOLD CORP

-$10.3M

3,861,159 -6%

建仓

— SOUTHERN CO

+$10.0M

10,000,000

清仓

— BIOMARIN PHARMACEUTICAL INC

-$9.9M

0 -100%

清仓

— UBER TECHNOLOGIES INC

-$8.1M

0 -100%

减持

QCOM QUALCOMM INC

-$8.1M

470,861 -22%

增持

GFI GOLD FIELDS LTD

+$7.7M

3,264,099 +7%

增持

C CITIGROUP INC

+$7.5M

616,808 +1%

减持

AMT AMERICAN TOWER CORP NEW

-$7.5M

236,082 -6%

清仓

— ZSCALER INC

-$7.0M

0 -100%

增持

BZ KANZHUN LIMITED

+$6.1M

875,605 +58%

减持

HPQ HP INC

-$6.0M

4,073,516 -5%

减持

PBR PETROLEO BRASILEIRO SA PETRO

-$5.9M

2,311,045 -10%

减持

CSCO CISCO SYS INC

-$5.8M

1,563,494 -6%

建仓

— PPL CAP FDG INC

+$5.8M

6,000,000

清仓

— BENTLEY SYS INC

-$5.5M

0 -100%

建仓

SCCO SOUTHERN COPPER CORP

+$5.3M

49,753

清仓

PSMT PRICESMART INC

-$4.9M

0 -100%

建仓

— LIVE NATION ENTERTAINMENT IN

+$4.8M

4,000,000

建仓

— DRAFTKINGS INC NEW

+$4.8M

5,500,000

减持

MELI MERCADOLIBRE INC

-$4.7M

22,175 -9%

减持

KDP KEURIG DR PEPPER INC

-$4.4M

1,158,581 -3%

建仓

— RIVIAN AUTOMOTIVE INC

+$4.3M

5,300,000

建仓

— DROPBOX INC

+$4.2M

4,500,000

减持

MRK MERCK & CO INC

+$4.2M

257,996 -6%

减持

— AKAMAI TECHNOLOGIES INC

-$3.8M

3,800,000 -42%

建仓

— CLOUDFLARE INC

+$3.5M

3,700,000

减持

— CORPORACION AMER ARPTS S A

-$3.4M

298,019 -43%

清仓

— FIVE9 INC

-$3.4M

0 -100%

建仓

— OKTA INC

+$3.4M

3,500,000

增持

— SEA LTD

+$3.3M

3,800,000 +660%

减持

— DATADOG INC

-$3.3M

1,600,000 -60%

清仓

— CYBERARK SOFTWARE LTD

-$3.3M

0 -100%

建仓

— SPOTIFY USA INC

+$3.2M

3,500,000

增持

— EXPEDIA GROUP INC

+$3.0M

14,500,000 +32%

增持

— LITHIUM AMERICAS ARGENTINA C

+$2.9M

1,606,747 +77%

清仓

— SNAP INC

-$2.7M

0 -100%

建仓

— CINEMARK HLDGS INC

+$2.6M

1,900,000

清仓

— MICROSTRATEGY INC

-$2.5M

0 -100%

建仓

EDU NEW ORIENTAL ED & TECHNOLOGY

+$2.5M

28,399

建仓

— BRIDGEBIO PHARMA INC

+$2.3M

2,100,000

增持

ABEV AMBEV SA

+$2.2M

12,572,865 +22%

建仓

— INTEGER HLDGS CORP

+$2.2M

1,500,000

减持

INFY INFOSYS LTD

-$2.2M

1,384,462 -6%

减持

OMC OMNICOM GROUP INC

+$2.1M

428,817 -6%

增持

— WAYFAIR INC

+$2.1M

4,500,000 +45%

减持

PM PHILIP MORRIS INTL INC

-$2.1M

247,264 -6%

清仓

— INTERDIGITAL INC

-$2.1M

0 -100%

建仓

— PALO ALTO NETWORKS INC

+$2.0M

700,000

建仓

— BOOKING HOLDINGS INC

+$1.9M

1,000,000

减持

ES EVERSOURCE ENERGY

-$1.9M

334,646 -6%

减持

JNJ JOHNSON & JOHNSON

-$1.9M

237,267 -6%

减持

— MICROCHIP TECHNOLOGY INC.

-$1.9M

1,800,000 -49%

增持

— SHIFT4 PMTS INC

+$1.8M

8,000,000 +31%

增持

— BLOCK INC

+$1.8M

7,000,000 +27%

减持

— AXON ENTERPRISE INC

-$1.8M

1,400,000 -53%

减持

— FORD MTR CO DEL

-$1.7M

6,800,000 -23%

增持

— LI AUTO INC

+$1.6M

1,500,000 +650%

减持

— AIRBNB INC

-$1.5M

17,200,000 -12%

减持

— NRG ENERGY INC

-$1.4M

1,700,000 -48%

增持

— NCL CORP LTD

+$1.4M

5,100,000 +24%

增持

KOS KOSMOS ENERGY LTD

-$1.4M

2,947,183 +5%

减持

FRT FEDERAL RLTY INVT TR NEW

-$1.3M

174,131 -6%

增持

— SAREPTA THERAPEUTICS INC

+$1.1M

4,700,000 +9%

增持

— PDD HOLDINGS INC

+$1.1M

3,800,000 +52%

清仓

— SPLUNK INC

-$1.1M

0 -100%

减持

PEP PEPSICO INC

-$1.1M

204,942 -6%

减持

— HALOZYME THERAPEUTICS INC

-$1.0M

4,000,000 -25%

减持

— TYLER TEX INDPT SCH DIST

-$1.0M

3,500,000 -22%

减持

— MARRIOTT VACATIONS WORLDWIDE

-$998.6K

3,500,000 -27%

减持

BRX BRIXMOR PPTY GROUP INC

-$997.1K

826,792 -6%

增持

— SHOPIFY INC

+$988.6K

5,000,000 +25%

减持

PG PROCTER AND GAMBLE CO

+$983.2K

151,095 -6%

减持

— SOUTHWEST AIRLS CO

-$879.7K

18,800,000 -4%

增持

— ALNYLAM PHARMACEUTICALS INC

+$798.7K

4,200,000 +31%

减持

PAYX PAYCHEX INC

-$796.3K

211,600 -6%

减持

— CONMED CORP

-$759.4K

3,000,000 -14%

增持

— ZILLOW GROUP INC

-$640.2K

7,200,000 +3%

建仓

IQ IQIYI INC

+$543.4K

128,460

减持

CMS CMS ENERGY CORP

-$537.0K

360,730 -6%

增持

— LANTHEUS HLDGS INC

+$515.2K

2,500,000 +25%

减持

— NUTANIX INC

+$502.8K

4,200,000 -7%

清仓

ELV ELEVANCE HEALTH INC

-$492.8K

0 -100%

清仓

KR KROGER CO

-$491.0K

0 -100%

减持

TAL TAL EDUCATION GROUP

-$425.1K

80,060 -24%

建仓

JXN JACKSON FINANCIAL INC

+$379.3K

5,735

增持

— ARRAY TECHNOLOGIES INC

+$334.7K

2,700,000 +23%

建仓

DAL DELTA AIR LINES INC DEL

+$274.0K

5,724

减持

EXC EXELON CORP

-$256.4K

528,951 -6%

减持

— POST HLDGS INC

-$251.8K

2,200,000 -19%

清仓

ZLAB ZAI LAB LTD

-$227.6K

0 -100%

增持

— ETSY INC

+$216.6K

3,800,000 +15%

增持

BSAC BANCO SANTANDER CHILE NEW

+$180.9K

496,295 +0%

增持

— EXACT SCIENCES CORP

+$149.4K

11,400,000 +3%

增持

VZ VERIZON COMMUNICATIONS INC

+$81.1K

15,519 +3%

减持

QFIN QIFU TECHNOLOGY INC

+$51.2K

52,998 -9%

减持

— AMERICAN AIRLINES GROUP INC

+$39.2K

7,200,000 -4%