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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 147 项
建仓 26
增持 30
减持 68
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
M
MACYS INC
+$80.9M
6,438,517
减持
HPQ
HP INC
-$33.4M
4,000,866
-9%
清仓
CX
CEMEX SAB DE CV
-$33.1M
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
EIX
EDISON INTL
-$31.8M
0
-100%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$24.3M
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$23.6M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$21.5M
377,008
-44%
增持
—
BARRICK GOLD CORP
+$17.7M
3,506,407
+8%
增持
CMS
CMS ENERGY CORP
+$13.7M
514,375
+38%
减持
CWEN
CLEARWAY ENERGY INC
-$13.2M
637,326
-49%
建仓
PDD
PDD HOLDINGS INC
+$12.9M
108,801
清仓
—
COPA HOLDINGS SA
-$12.7M
0
-100%
建仓
—
BANCOLOMBIA S A
+$12.5M
311,853
建仓
—
GLOBAL PMTS INC
+$12.3M
13,000,000
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$10.2M
257,050
减持
CEG
CONSTELLATION ENERGY CORP
-$10.2M
195,092
-12%
建仓
TLN
TALEN ENERGY CORP
+$9.8M
49,304
减持
YPF
YPF SOCIEDAD ANONIMA
-$8.9M
50,743
-80%
增持
TAP
MOLSON COORS BEVERAGE CO
+$8.5M
843,366
+13%
减持
FSLR
FIRST SOLAR INC
-$8.2M
67,283
-29%
增持
BSAC
BANCO SANTANDER CHILE NEW
+$8.1M
826,754
+45%
减持
HUBB
HUBBELL INC
-$8.1M
43,244
-19%
建仓
—
NEXTERA ENERGY CAP HLDGS INC
+$7.5M
6,500,000
建仓
—
CLOUDFLARE INC
+$7.0M
7,000,000
建仓
—
COINBASE GLOBAL INC
+$6.9M
7,500,000
减持
INFY
INFOSYS LTD
-$6.4M
1,377,723
-4%
减持
BABA
ALIBABA GROUP HLDG LTD
+$6.2M
184,940
-14%
减持
AMT
AMERICAN TOWER CORP NEW
+$6.1M
234,818
-4%
建仓
—
SEAGATE HDD CAYMAN
+$6.0M
5,000,000
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$5.6M
0
-100%
清仓
—
LITHIUM AMERICAS ARGENTINA C
-$5.4M
0
-100%
减持
LI
LI AUTO INC
-$5.4M
687,698
-27%
清仓
—
AKAMAI TECHNOLOGIES INC
-$5.3M
0
-100%
建仓
LAUR
LAUREATE EDUCATION INC
+$5.3M
258,935
建仓
EMBJ
EMBRAER S.A.
+$5.2M
113,583
减持
—
ON SEMICONDUCTOR CORP
-$5.1M
1,200,000
-82%
减持
ABEV
AMBEV SA
+$5.0M
12,497,391
-4%
减持
TEO
TELECOM ARGENTINA SA
-$4.9M
667,445
-28%
建仓
—
ON SEMICONDUCTOR CORP
+$4.6M
4,400,000
减持
JNJ
JOHNSON & JOHNSON
+$4.6M
312,174
-4%
清仓
RUN
SUNRUN INC
-$4.6M
0
-100%
减持
AVA
AVISTA CORP
-$4.5M
363,312
-33%
减持
EXC
EXELON CORP
+$4.5M
1,998,147
-14%
清仓
—
BLOCK INC
-$4.5M
0
-100%
建仓
—
DEXCOM INC
+$4.5M
5,000,000
减持
PM
PHILIP MORRIS INTL INC
+$4.4M
133,242
-4%
清仓
—
LIVE NATION ENTERTAINMENT IN
-$4.2M
0
-100%
减持
GGAL
GRUPO FINANCIERO GALICIA S.A
-$4.2M
44,335
-58%
增持
MELI
MERCADOLIBRE INC
+$4.1M
12,668
+4%
清仓
ZM
ZOOM COMMUNICATIONS INC
-$4.1M
0
-100%
清仓
ADSK
AUTODESK INC
-$4.0M
0
-100%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$4.0M
209,037
-4%
减持
D
DOMINION ENERGY INC
-$4.0M
488,248
-16%
清仓
—
SEA LTD
-$3.9M
0
-100%
建仓
—
PARSONS CORP DEL
+$3.7M
3,700,000
减持
—
AMERICAN AIRLINES GROUP INC
-$3.7M
3,900,000
-40%
减持
MRK
MERCK & CO INC
-$3.6M
249,253
-5%
减持
—
BENTLEY SYS INC
-$3.6M
2,000,000
-67%
增持
LEA
LEAR CORP
+$3.4M
479,994
+17%
建仓
—
DRAFTKINGS INC NEW
+$3.1M
3,500,000
减持
SYY
SYSCO CORP
-$3.0M
618,760
-4%
减持
OMC
OMNICOM GROUP INC
-$3.0M
426,501
-4%
减持
VST
VISTRA CORP
-$2.9M
143,272
-0%
减持
AEE
AMEREN CORP
-$2.8M
64,899
-38%
增持
—
AMERICAN WTR CAP CORP
+$2.8M
22,000,000
+10%
减持
BRX
BRIXMOR PPTY GROUP INC
-$2.5M
983,350
-4%
增持
SYF
SYNCHRONY FINANCIAL
+$2.5M
57,377
+558%
减持
—
TE CONNECTIVITY PLC
-$2.4M
115,220
-12%
建仓
—
IRHYTHM TECHNOLOGIES INC
+$2.4M
2,300,000
减持
LOMA
LOMA NEGRA C I A S A MTN 14
-$2.4M
1,238,585
-7%
建仓
—
COINBASE GLOBAL INC
+$2.3M
2,400,000
减持
ORA
ORMAT TECHNOLOGIES INC
-$2.3M
126,343
-24%
减持
GFI
GOLD FIELDS LTD
+$2.3M
1,722,582
-36%
清仓
—
APTIV PLC
-$2.2M
0
-100%
建仓
—
PROGRESS SOFTWARE CORP
+$2.1M
2,000,000
增持
WM
WASTE MGMT INC DEL
+$2.1M
39,888
+12%
减持
KOS
KOSMOS ENERGY LTD
-$2.0M
1,084,679
-18%
建仓
—
LYFT INC
+$1.9M
2,000,000
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$1.9M
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$1.9M
53,933
+573%
减持
PEP
PEPSICO INC
-$1.8M
203,559
-4%
增持
JXN
JACKSON FINANCIAL INC
+$1.8M
25,981
+552%
增持
—
INTERPUBLIC GROUP COS INC
+$1.8M
78,619
+573%
减持
LNT
ALLIANT ENERGY CORP
-$1.8M
69,747
-34%
增持
DINO
HF SINCLAIR CORP
+$1.7M
61,922
+554%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.7M
205,273
-7%
减持
—
SHIFT4 PMTS INC
-$1.7M
4,100,000
-24%
减持
—
ZSCALER INC
-$1.7M
2,300,000
-39%
增持
—
SHOPIFY INC
+$1.6M
6,200,000
+38%
减持
PAYX
PAYCHEX INC
+$1.6M
203,767
-4%
减持
—
TRANSMEDICS GROUP INC
-$1.5M
1,200,000
-56%
增持
—
EXPEDIA GROUP INC
+$1.4M
11,000,000
+16%
减持
—
SPOTIFY USA INC
-$1.4M
6,000,000
-25%
减持
—
WAYFAIR INC
-$1.3M
4,600,000
-8%
减持
DTE
DTE ENERGY CO
+$1.3M
74,163
-0%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$1.2M
1,834,992
-14%
建仓
NTES
NETEASE INC
+$1.2M
11,985
减持
SO
SOUTHERN CO
+$1.2M
120,399
-0%
减持
—
MIDDLEBY CORP
-$1.1M
1,400,000
-44%
减持
QFIN
QIFU TECHNOLOGY INC
-$1.0M
13,454
-68%
减持
—
INSULET CORP
-$1.0M
2,200,000
-27%
清仓
—
PG&E CORP
-$996.8K
0
-100%
减持
KDP
KEURIG DR PEPPER INC
+$967.3K
1,486,053
-4%
减持
—
WORKIVA INC
-$939.3K
3,200,000
-14%
增持
—
NXP SEMICONDUCTORS N V
-$931.4K
58,734
+1%
减持
—
CORPORACION AMER ARPTS S A
-$883.9K
96,307
-32%
减持
XEL
XCEL ENERGY INC
-$750.5K
133,596
-12%
清仓
MBLY
MOBILEYE GLOBAL INC
-$727.9K
0
-100%
增持
—
NCL CORP LTD
+$690.9K
9,900,000
+15%
减持
—
RIVIAN AUTOMOTIVE INC
-$682.1K
8,400,000
-1%
增持
—
UBER TECHNOLOGIES INC
+$676.0K
7,300,000
+4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$674.0K
104,910
-20%
清仓
—
PDD HOLDINGS INC
-$673.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$653.1K
29,264
+74%
增持
—
LUMENTUM HLDGS INC
-$533.0K
3,700,000
+6%
减持
—
ENOVIS CORPORATION
-$523.4K
2,600,000
-13%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$521.2K
21,197
+1%
减持
—
DROPBOX INC
-$520.7K
3,100,000
-11%
增持
TECK
TECK RESOURCES LTD
-$495.3K
342,249
+7%
增持
—
REPLIGEN CORP
+$394.1K
3,000,000
+20%
增持
—
FLUOR CORP
+$382.4K
2,500,000
+39%
增持
—
BRIDGEBIO PHARMA INC
+$369.2K
2,700,000
+4%
增持
—
CYTOKINETICS INC
+$357.6K
2,200,000
+22%
减持
—
UBER TECHNOLOGIES INC
+$322.4K
15,200,000
-8%
建仓
—
SOLENO THERAPEUTICS INC
+$307.7K
4,306
减持
TAL
TAL EDUCATION GROUP
+$295.1K
93,478
-0%
减持
—
ASCENDIS PHARMA A/S
-$291.0K
2,300,000
-15%
清仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$257.6K
0
-100%
减持
—
ADVANCED ENERGY INDS
-$243.8K
2,200,000
-4%
建仓
ABT
ABBOTT LABS
+$235.1K
1,772
建仓
ONC
BEIGENE LTD
+$228.4K
839
建仓
ZLAB
ZAI LAB LTD
+$222.0K
6,144
清仓
TNDM
TANDEM DIABETES CARE INC
-$221.4K
0
-100%
清仓
—
HOLOGIC INC
-$214.2K
0
-100%
减持
—
VENTAS RLTY LTD PARTNERSHIP
+$192.2K
5,500,000
-8%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$172.8K
0
-100%
减持
AES
AES CORP
-$169.6K
369,771
-0%
增持
—
AKAMAI TECHNOLOGIES INC
+$167.6K
27,500,000
+4%
减持
—
HALOZYME THERAPEUTICS INC
+$167.2K
3,500,000
-13%
减持
—
CENTERPOINT ENERGY INC
+$149.8K
17,000,000
-6%
减持
CSCO
CISCO SYS INC
-$137.8K
861,276
-4%
建仓
NIO
NIO INC
+$121.3K
31,830
增持
—
TETRA TECH INC NEW
+$113.4K
2,500,000
+19%
增持
ABBV
ABBVIE INC
+$53.7K
1,558
+1%
增持
LLY
ELI LILLY & CO
+$31.2K
493
+1%
减持
INSM
INSMED INC
+$20.3K
3,420
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$249
2,845
-12%
