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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 96 项建仓 12增持 37减持 26清仓 21

方向

标的

Δ市值

现股数(环比)

减持

QCOM QUALCOMM INC

-$42.3M

188,017 -60%

清仓

C CITIGROUP INC

-$39.0M

0 -100%

清仓

BIDU BAIDU INC

-$22.5M

0 -100%

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。

清仓

VALE VALE S A

-$22.0M

0 -100%

减持

GGAL GRUPO FINANCIERO GALICIA S.A

-$16.7M

107,412 -86%

建仓

— DEXCOM INC

+$16.6M

17,000,000

清仓

TCOM TRIP COM GROUP LTD

-$13.9M

0 -100%

增持

BZ KANZHUN LIMITED

+$13.6M

1,540,262 +76%

清仓

— EXPEDIA GROUP INC

-$13.4M

0 -100%

建仓

BEKE KE HLDGS INC

+$13.1M

922,971

建仓

— GLOBANT S A

+$11.2M

63,091

减持

PBR PETROLEO BRASILEIRO SA PETRO

-$11.1M

1,662,950 -28%

减持

HPQ HP INC

+$10.7M

3,822,079 -6%

清仓

— EXACT SCIENCES CORP

-$10.6M

0 -100%

减持

— SOUTHWEST AIRLS CO

-$10.5M

8,500,000 -55%

建仓

— VENTAS RLTY LTD PARTNERSHIP

+$9.4M

9,000,000

建仓

— DUKE ENERGY CORP NEW

+$8.5M

8,500,000

增持

CX CEMEX SAB DE CV

-$8.1M

4,818,540 +12%

增持

PDD PDD HOLDINGS INC

+$8.0M

220,683 +20%

建仓

— FIRSTENERGY CORP

+$7.9M

8,000,000

减持

BABA ALIBABA GROUP HLDG LTD

-$7.7M

175,367 -38%

清仓

— BLOCK INC

-$7.2M

0 -100%

增持

MELI MERCADOLIBRE INC

+$7.0M

24,657 +11%

减持

LI LI AUTO INC

-$6.1M

426,315 -6%

建仓

— BENTLEY SYS INC

+$5.4M

6,000,000

清仓

SCCO SOUTHERN COPPER CORP

-$5.3M

0 -100%

增持

ABEV AMBEV SA

-$5.3M

12,625,411 +0%

建仓

— ZSCALER INC

+$5.2M

3,900,000

增持

BSAC BANCO SANTANDER CHILE NEW

+$5.2M

796,552 +60%

增持

SYY SYSCO CORP

-$4.9M

518,897 +0%

增持

— SPOTIFY USA INC

+$4.9M

8,500,000 +143%

清仓

— DRAFTKINGS INC NEW

-$4.8M

0 -100%

清仓

— SHOPIFY INC

-$4.8M

0 -100%

清仓

— AKAMAI TECHNOLOGIES INC

-$4.5M

0 -100%

建仓

— IONIS PHARMACEUTICALS INC

+$4.1M

3,700,000

减持

YPF YPF SOCIEDAD ANONIMA

-$3.9M

970,011 -18%

减持

KOS KOSMOS ENERGY LTD

-$3.6M

2,518,711 -15%

清仓

— CLOUDFLARE INC

-$3.5M

0 -100%

增持

CSCO CISCO SYS INC

-$3.5M

1,569,567 +0%

清仓

— OKTA INC

-$3.4M

0 -100%

增持

KDP KEURIG DR PEPPER INC

+$3.3M

1,163,792 +0%

增持

OMC OMNICOM GROUP INC

-$2.9M

430,753 +0%

减持

MRK MERCK & CO INC

-$2.8M

252,036 -2%

清仓

— NRG ENERGY INC

-$2.8M

0 -100%

减持

— AIRBNB INC

-$2.8M

14,500,000 -16%

增持

JNJ JOHNSON & JOHNSON

-$2.7M

238,264 +0%

减持

— JAZZ INVESTMENTS I LTD

-$2.6M

4,200,000 -37%

减持

— BARRICK GOLD CORP

-$2.5M

3,702,976 -4%

增持

PM PHILIP MORRIS INTL INC

+$2.5M

247,903 +0%

清仓

EDU NEW ORIENTAL ED & TECHNOLOGY

-$2.5M

0 -100%

增持

— RIVIAN AUTOMOTIVE INC

+$2.4M

6,800,000 +28%

增持

— LI AUTO INC

+$2.3M

4,300,000 +187%

减持

— NUTANIX INC

-$2.2M

2,500,000 -40%

清仓

— INTEGER HLDGS CORP

-$2.2M

0 -100%

建仓

— BLOOM ENERGY CORP

+$2.1M

2,200,000

清仓

— AXON ENTERPRISE INC

-$2.0M

0 -100%

清仓

— PALO ALTO NETWORKS INC

-$2.0M

0 -100%

建仓

— CYTOKINETICS INC

+$2.0M

1,500,000

增持

PEP PEPSICO INC

-$1.9M

205,735 +0%

清仓

— BOOKING HOLDINGS INC

-$1.9M

0 -100%

清仓

— MICROCHIP TECHNOLOGY INC.

-$1.9M

0 -100%

清仓

— INSMED INC

-$1.7M

0 -100%

增持

GFI GOLD FIELDS LTD

+$1.6M

3,588,984 +10%

增持

— SEA LTD

+$1.6M

5,000,000 +32%

减持

PAYX PAYCHEX INC

-$1.6M

206,035 -3%

增持

EXC EXELON CORP

-$1.5M

531,474 +0%

增持

— ON SEMICONDUCTOR CORP

+$1.3M

13,000,000 +15%

减持

— WAYFAIR INC

-$1.2M

4,200,000 -7%

减持

— ZILLOW GROUP INC

-$1.1M

6,400,000 -11%

增持

INFY INFOSYS LTD

+$1.1M

1,390,865 +0%

减持

— NORTHERN OIL & GAS INC

-$1.1M

1,700,000 -32%

减持

— DROPBOX INC

-$1.0M

3,500,000 -22%

增持

— ALNYLAM PHARMACEUTICALS INC

+$1.0M

4,600,000 +10%

增持

ES EVERSOURCE ENERGY

-$964.5K

335,696 +0%

减持

— LIBERTY MEDIA CORP DEL

-$929.9K

3,000,000 -25%

减持

— NCL CORP LTD

-$882.2K

4,800,000 -6%

减持

— POST HLDGS INC

-$610.3K

1,700,000 -23%

增持

— INSULET CORP

+$580.9K

6,700,000 +3%

增持

AMT AMERICAN TOWER CORP NEW

-$560.7K

237,096 +0%

建仓

LLY ELI LILLY & CO

+$327.7K

362

增持

IQ IQIYI INC

+$279.1K

224,124 +74%

减持

PG PROCTER AND GAMBLE CO

-$261.4K

147,064 -3%

增持

CMS CMS ENERGY CORP

-$239.6K

361,613 +0%

增持

BRX BRIXMOR PPTY GROUP INC

-$198.7K

831,076 +1%

减持

— SAREPTA THERAPEUTICS INC

+$195.7K

4,400,000 -6%

增持

— ARRAY TECHNOLOGIES INC

+$167.8K

3,300,000 +22%

减持

— CINEMARK HLDGS INC

-$135.0K

1,600,000 -16%

增持

FRT FEDERAL RLTY INVT TR NEW

-$127.9K

174,848 +0%

增持

DAL DELTA AIR LINES INC DEL

+$88.2K

7,636 +33%

增持

JXN JACKSON FINANCIAL INC

+$81.8K

6,210 +8%

增持

LEA LEAR CORP

-$70.2K

3,763 +9%

增持

SYF SYNCHRONY FINANCIAL

+$68.6K

9,247 +8%

减持

TAL TAL EDUCATION GROUP

-$62.3K

79,328 -1%

增持

— INTERPUBLIC GROUP COS INC

-$26.5K

12,899 +5%

增持

COF CAPITAL ONE FINL CORP

-$14.2K

3,894 +5%

增持

VZ VERIZON COMMUNICATIONS INC

+$11.6K

16,070 +4%