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Candriam Luxembourg S.C.A. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Candriam Luxembourg S.C.A.
报告期 2026-03-31 · CIK 0001537014
持仓数
692
前50大市值合计
$10.99B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 82
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
TECK
TECK RESOURCES LTD
-$878.5M
6,527
-42%
减持
—
XP INC
-$640.0M
22,000
-98%
减持
ZTO
ZTO EXPRESS CAYMAN INC
-$343.6M
637,100
-57%
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
UNH
UNITEDHEALTH GROUP INC
+$231.8M
440,548
+1%
增持
MSFT
MICROSOFT CORP
+$184.8M
2,414,863
+5%
清仓
—
SEAGEN INC
-$112.5M
0
-100%
增持
V
VISA INC
+$92.1M
769,963
+63%
增持
AAPL
APPLE INC
+$83.5M
3,483,189
+2%
增持
GILD
GILEAD SCIENCES INC
+$68.5M
2,240,237
+49%
增持
GOOGL
ALPHABET INC
+$66.3M
3,242,872
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$62.5M
920,563
+29%
增持
LLY
ELI LILLY & CO
+$50.3M
377,512
+19%
增持
TTEK
TETRA TECH INC NEW
+$46.7M
290,374
+6%
增持
NVDA
NVIDIA CORPORATION
+$43.4M
597,110
+3%
减持
RY
ROYAL BK CDA
-$41.6M
178,751
-74%
建仓
NU
NU HLDGS LTD
+$39.1M
4,696,438
清仓
—
MIRATI THERAPEUTICS INC
-$38.9M
0
-100%
增持
WM
WASTE MGMT INC DEL
+$36.8M
656,785
+24%
增持
MRVL
MARVELL TECHNOLOGY INC
+$35.7M
1,106,767
+93%
增持
ZTS
ZOETIS INC
+$33.9M
211,172
+375%
增持
MA
MASTERCARD INCORPORATED
+$33.3M
365,295
+18%
增持
ECL
ECOLAB INC
+$32.5M
303,403
+85%
建仓
Z
ZILLOW GROUP INC
+$32.0M
552,919
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$31.4M
495,267
+8%
增持
CRM
SALESFORCE INC
+$30.7M
417,320
+7%
增持
TJX
TJX COS INC NEW
+$29.8M
811,771
+56%
增持
HD
HOME DEPOT INC
+$27.9M
296,654
+20%
减持
JNJ
JOHNSON & JOHNSON
-$27.7M
307,230
-37%
增持
AMZN
AMAZON COM INC
+$27.0M
1,083,373
+0%
减持
REGN
REGENERON PHARMACEUTICALS
-$26.7M
241,618
-17%
建仓
TAL
TAL EDUCATION GROUP
+$26.5M
2,098,800
增持
NEE
NEXTERA ENERGY INC
+$25.7M
831,556
+92%
增持
VIPS
VIPSHOP HLDGS LTD
+$25.5M
3,231,351
+62%
减持
ENPH
ENPHASE ENERGY INC
-$25.4M
8,078
-96%
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.3M
679,778
+6731%
减持
AVGO
BROADCOM INC
+$24.5M
92,286
-2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$24.0M
341,182
+16%
减持
NOW
SERVICENOW INC
+$23.5M
186,988
-4%
减持
MNSO
MINISO GROUP HLDG LTD
-$23.1M
701,573
-51%
增持
PTC
PTC INC
+$22.7M
534,513
+7%
清仓
TENB
TENABLE HLDGS INC
-$22.5M
0
-100%
增持
FSLR
FIRST SOLAR INC
+$22.3M
212,420
+140%
建仓
DECK
DECKERS OUTDOOR CORP
+$22.1M
33,044
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$21.5M
22,957
-87%
增持
SYK
STRYKER CORPORATION
+$20.7M
188,212
+44%
增持
INTC
INTEL CORP
+$20.5M
622,702
+106%
增持
CME
CME GROUP INC
+$19.8M
118,352
+365%
减持
MS
MORGAN STANLEY
-$19.7M
226,252
-55%
增持
SBUX
STARBUCKS CORP
+$19.3M
525,134
+54%
增持
WCN
WASTE CONNECTIONS INC
+$19.1M
557,433
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.1M
582,413
+22%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$18.6M
1,021,032
+325%
减持
ADBE
ADOBE INC
+$17.3M
241,450
-3%
增持
MELI
MERCADOLIBRE INC
+$17.2M
51,421
+3%
建仓
VCYT
VERACYTE INC
+$16.8M
610,932
增持
CSCO
CISCO SYS INC
+$16.8M
2,194,612
+25%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$16.7M
174,747
+5%
增持
QCOM
QUALCOMM INC
+$16.4M
259,192
+36%
增持
AMP
AMERIPRISE FINL INC
+$16.3M
61,365
+188%
增持
BZ
KANZHUN LIMITED
+$16.2M
2,157,254
+55%
增持
—
LAM RESEARCH CORP
+$16.1M
82,911
+6%
增持
CVS
CVS HEALTH CORP
+$16.0M
432,613
+67%
增持
MDB
MONGODB INC
+$16.0M
77,113
+72%
减持
WAB
WABTEC
+$15.9M
137,666
-6%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$15.7M
66,317
-3%
减持
—
DUPONT DE NEMOURS INC
-$15.5M
31,524
-87%
增持
—
IMMUNOGEN INC
+$15.5M
1,122,598
+0%
增持
BALL
BALL CORP
+$15.3M
842,090
+26%
增持
AXP
AMERICAN EXPRESS CO
+$15.2M
370,281
+2%
增持
BMO
BANK MONTREAL QUE
+$15.1M
231,815
+147%
增持
WELL
WELLTOWER INC
+$14.6M
202,559
+353%
减持
PG
PROCTER AND GAMBLE CO
-$14.6M
1,035,950
-9%
减持
MMM
3M CO
-$14.4M
35,000
-82%
增持
MU
MICRON TECHNOLOGY INC
+$14.1M
547,523
+14%
减持
PDD
PDD HOLDINGS INC
+$13.7M
312,060
-4%
增持
EXC
EXELON CORP
+$13.7M
512,636
+308%
清仓
CRNC
CERENCE INC
-$13.6M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$13.6M
398,419
-10%
减持
C
CITIGROUP INC
-$13.5M
169,902
-69%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$13.4M
212,693
减持
CL
COLGATE PALMOLIVE CO
-$13.3M
233,977
-48%
增持
AMAT
APPLIED MATLS INC
+$13.2M
391,893
+8%
减持
MRK
MERCK & CO INC
-$13.0M
3,030,289
-9%
增持
USB
US BANCORP DEL
+$13.0M
384,904
+243%
增持
PWR
QUANTA SVCS INC
+$12.9M
69,058
+539%
减持
AMGN
AMGEN INC
-$12.9M
759,421
-12%
增持
DDOG
DATADOG INC
+$12.8M
254,591
+28%
建仓
VLTO
VERALTO CORP
+$12.7M
154,182
减持
MDLZ
MONDELEZ INTL INC
-$12.7M
588,376
-26%
减持
TXN
TEXAS INSTRS INC
-$12.5M
97,585
-47%
增持
CAT
CATERPILLAR INC
+$12.4M
101,657
+57%
增持
ANSS
ANSYS INC
+$12.4M
158,642
+4%
增持
PH
PARKER-HANNIFIN CORP
+$12.4M
67,638
+40%
清仓
—
AMBARELLA INC
-$12.3M
0
-100%
建仓
JXN
JACKSON FINANCIAL INC
+$12.3M
240,972
增持
CMCSA
COMCAST CORP NEW
+$12.3M
1,219,480
+31%
减持
GWW
GRAINGER W W INC
-$12.3M
5,056
-79%
减持
BIIB
BIOGEN INC
-$12.2M
185,285
-21%
建仓
—
THOMSON REUTERS CORP.
+$12.2M
82,783
增持
HAL
HALLIBURTON CO
+$12.0M
410,428
+493%
增持
XYL
XYLEM INC
+$12.0M
263,749
+31%
增持
COST
COSTCO WHSL CORP NEW
+$11.9M
98,905
+5%
增持
PLD
PROLOGIS INC.
+$11.8M
217,166
+42%
建仓
TNET
TRINET GROUP INC
+$11.7M
98,739
建仓
LEA
LEAR CORP
+$11.4M
80,845
增持
ARVN
ARVINAS INC
+$11.3M
487,555
+9%
增持
INTU
INTUIT
+$11.3M
44,482
+37%
增持
CCK
CROWN HLDGS INC
+$11.3M
268,246
+77%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$11.2M
466,686
+15%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$11.2M
185,000
增持
SNOW
SNOWFLAKE INC
+$11.1M
75,179
+191%
增持
MCD
MCDONALDS CORP
+$11.0M
198,842
+9%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$10.7M
170,466
-44%
减持
AZO
AUTOZONE INC
-$10.7M
6,173
-41%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$10.6M
295,506
+7%
增持
EXAS
EXACT SCIENCES CORP
+$10.6M
278,670
+89%
清仓
REPL
REPLIMUNE GROUP INC
-$10.5M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$10.3M
250,384
-24%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$10.2M
288,011
增持
DHR
DANAHER CORPORATION
+$10.0M
628,314
+2%
增持
VEEV
VEEVA SYS INC
+$10.0M
235,161
+35%
增持
KMX
CARMAX INC
+$9.6M
133,518
+1448%
减持
MRNA
MODERNA INC
-$9.6M
363,044
-18%
增持
DIS
DISNEY WALT CO
+$9.6M
356,720
+28%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$9.5M
869,258
-31%
增持
BNY
BANK NEW YORK MELLON CORP
+$9.3M
806,764
+5%
增持
GOOG
ALPHABET INC
+$9.2M
968,227
+0%
增持
SHOP
SHOPIFY INC
+$9.2M
134,874
+443%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$9.2M
247,422
+4%
减持
JPM
JPMORGAN CHASE & CO
+$9.1M
490,863
-4%
减持
TD
TORONTO DOMINION BK ONT
-$9.1M
159,290
-51%
减持
KR
KROGER CO
-$9.1M
60,110
-77%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$9.0M
82,818
建仓
—
ALPINE IMMUNE SCIENCES INC
+$9.0M
470,000
增持
KROS
KEROS THERAPEUTICS INC
+$8.9M
819,062
+11%
建仓
ZLAB
ZAI LAB LTD
+$8.9M
325,013
减持
PODD
INSULET CORP
-$8.7M
14,336
-81%
减持
LULU
LULULEMON ATHLETICA INC
+$8.7M
78,958
-4%
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$8.6M
210,000
增持
KLAC
KLA CORP
+$8.5M
53,163
+9%
减持
NKE
NIKE INC
+$8.5M
700,455
-1%
建仓
ZWS
ZURN ELKAY WATER SOLNS CORP
+$8.5M
287,454
建仓
ARES
ARES MANAGEMENT CORPORATION
+$8.4M
70,960
增持
OLED
UNIVERSAL DISPLAY CORP
+$8.4M
199,228
+5%
减持
HUBB
HUBBELL INC
-$8.1M
6,444
-80%
减持
VLO
VALERO ENERGY CORP
-$8.0M
162,754
-21%
增持
INCY
INCYTE CORP
+$7.9M
1,040,289
+5%
减持
BAC
BANK AMERICA CORP
-$7.9M
1,880,959
-28%
增持
—
APELLIS PHARMACEUTICALS INC
+$7.8M
337,507
+3%
减持
—
KARUNA THERAPEUTICS INC
+$7.8M
57,201
-7%
