小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 77
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$121.9M
0
-100%
增持
AAPL
APPLE INC
+$80.2M
3,558,476
+0%
增持
AMGN
AMGEN INC
+$71.3M
813,096
+33%
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
AMAT
APPLIED MATLS INC
-$66.0M
463,445
-31%
增持
BNTX
BIONTECH SE
+$63.6M
927,164
+60%
增持
UNH
UNITEDHEALTH GROUP INC
+$60.0M
494,938
+10%
增持
REGN
REGENERON PHARMACEUTICALS
+$54.5M
252,525
+26%
减持
MU
MICRON TECHNOLOGY INC
-$47.5M
763,134
-21%
增持
AMZN
AMAZON COM INC
+$47.3M
1,810,732
+21%
增持
CRM
SALESFORCE INC
+$46.5M
651,064
+27%
增持
ZTS
ZOETIS INC
+$43.9M
554,340
+49%
增持
AMD
ADVANCED MICRO DEVICES INC
+$41.8M
902,358
+38%
增持
AVGO
BROADCOM INC
+$41.0M
1,114,383
+1083%
增持
WAB
WABTEC
+$40.5M
386,571
+105%
增持
ADSK
AUTODESK INC
+$38.6M
263,948
+91%
增持
ABBV
ABBVIE INC
+$36.6M
387,222
+67%
增持
GILD
GILEAD SCIENCES INC
+$36.5M
2,088,287
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$35.2M
328,978
-24%
增持
MDLZ
MONDELEZ INTL INC
+$34.7M
1,049,736
+61%
增持
XYL
XYLEM INC
+$31.8M
541,033
+78%
减持
NU
NU HLDGS LTD
-$31.3M
4,001,429
-40%
增持
GOOGL
ALPHABET INC
-$30.5M
3,170,923
+4%
增持
MPWR
MONOLITHIC PWR SYS INC
+$29.9M
34,504
+1326%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$28.2M
190,461
-11%
增持
BBY
BEST BUY INC
+$27.5M
346,875
+252%
减持
SLB
SCHLUMBERGER LTD
-$26.7M
240,403
-69%
减持
INCY
INCYTE CORP
-$26.5M
809,733
-39%
增持
ZS
ZSCALER INC
+$22.6M
158,777
+570%
减持
SYF
SYNCHRONY FINANCIAL
-$22.5M
168,908
-74%
减持
TSLA
TESLA INC
+$22.4M
399,416
-4%
增持
EXAS
EXACT SCIENCES CORP
+$22.1M
456,591
+115%
增持
GWW
GRAINGER W W INC
+$21.8M
26,018
+353%
清仓
LW
LAMB WESTON HLDGS INC
-$21.7M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$21.6M
412,880
-0%
减持
BIIB
BIOGEN INC
-$20.6M
212,457
-20%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$20.2M
327,402
-38%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$19.3M
145,382
-40%
增持
OTIS
OTIS WORLDWIDE CORP
+$19.2M
456,100
+56%
减持
COST
COSTCO WHSL CORP NEW
-$19.1M
54,686
-31%
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$18.6M
850,403
减持
ELV
ELEVANCE HEALTH INC
-$18.3M
112,933
-13%
减持
NOW
SERVICENOW INC
+$18.3M
170,126
-0%
增持
NTRA
NATERA INC
+$17.3M
306,615
+53%
减持
HAL
HALLIBURTON CO
-$17.1M
62,054
-89%
减持
SWK
STANLEY BLACK & DECKER INC
-$17.1M
14,858
-94%
增持
PANW
PALO ALTO NETWORKS INC
+$17.0M
357,166
+15%
增持
PGR
PROGRESSIVE CORP
+$16.9M
347,726
+1%
增持
VRT
VERTIV HOLDINGS CO
+$16.7M
402,198
+49%
增持
NKE
NIKE INC
+$16.3M
551,291
+28%
减持
BZ
KANZHUN LIMITED
-$16.2M
1,297,000
-37%
增持
—
ASCENDIS PHARMA A/S
+$15.5M
282,331
+45%
增持
GDDY
GODADDY INC
+$15.4M
112,430
+620%
增持
HCA
HCA HEALTHCARE INC
+$15.4M
109,488
+21%
增持
NEE
NEXTERA ENERGY INC
+$15.3M
739,448
+11%
增持
MRNA
MODERNA INC
-$15.3M
627,666
+30%
增持
DE
DEERE & CO
+$15.3M
54,202
+176%
减持
BKNG
BOOKING HOLDINGS INC
-$15.2M
15,540
-24%
减持
MELI
MERCADOLIBRE INC
+$15.1M
47,823
-5%
减持
V
VISA INC
-$15.0M
739,018
-11%
建仓
THC
TENET HEALTHCARE CORP
+$14.9M
89,510
建仓
—
AVIDITY BIOSCIENCES INC
+$14.9M
323,396
减持
CI
THE CIGNA GROUP
-$14.8M
24,762
-65%
减持
APO
APOLLO GLOBAL MGMT INC
-$14.8M
35,824
-78%
增持
MS
MORGAN STANLEY
+$14.7M
508,289
+29%
增持
MRK
MERCK & CO INC
-$14.7M
2,465,714
+4%
增持
SPG
SIMON PPTY GROUP INC NEW
+$14.4M
148,615
+110%
增持
JPM
JPMORGAN CHASE & CO.
+$13.7M
541,461
+9%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$13.3M
186,080
+1127%
建仓
SE
SEA LTD
+$13.3M
141,123
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$13.2M
811,645
+17%
增持
MFC
MANULIFE FINL CORP
+$13.1M
465,509
+1792%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$12.9M
59,508
-54%
建仓
FERG
FERGUSON ENTERPRISES INC
+$12.8M
64,597
清仓
ALLY
ALLY FINL INC
-$12.8M
0
-100%
增持
NUVL
NUVALENT INC
+$12.7M
318,367
+22%
减持
HD
HOME DEPOT INC
+$12.3M
354,531
-7%
减持
IR
INGERSOLL RAND INC
-$12.3M
59,415
-70%
减持
VLO
VALERO ENERGY CORP
-$12.3M
99,550
-39%
减持
INTU
INTUIT
-$12.2M
38,372
-30%
增持
—
AIRBNB INC
+$12.1M
17,100
+122%
增持
QCOM
QUALCOMM INC
-$12.0M
643,284
+6%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$12.0M
164,132
增持
—
LIBERTY GLOBAL LTD
+$12.0M
581,586
+1676%
增持
FISV
FISERV INC
+$12.0M
166,732
+38%
增持
—
ALTAIR ENGR INC
+$11.9M
700,698
+25%
减持
STLD
STEEL DYNAMICS INC
-$11.9M
56,465
-61%
减持
ALL
ALLSTATE CORP
-$11.8M
91,879
-50%
减持
PDD
PDD HOLDINGS INC
-$11.8M
172,500
-34%
清仓
CLDX
CELLDEX THERAPEUTICS INC NEW
-$11.8M
0
-100%
清仓
—
WESTROCK CO
-$11.7M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$11.7M
379,788
+2%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$11.4M
351,668
+0%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$11.3M
713,092
+4%
建仓
YPF
YPF SOCIEDAD ANONIMA
+$11.2M
496,040
减持
KLAC
KLA CORP
-$11.0M
49,860
-17%
减持
AIG
AMERICAN INTL GROUP INC
-$10.9M
169,337
-46%
增持
SPGI
S&P GLOBAL INC
+$10.9M
125,121
+4%
建仓
ONTO
ONTO INNOVATION INC
+$10.8M
52,075
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$10.7M
112,227
+488%
减持
CSCO
CISCO SYS INC
-$10.6M
1,411,131
-22%
减持
CAH
CARDINAL HEALTH INC
-$10.6M
21,045
-84%
增持
DNLI
DENALI THERAPEUTICS INC
+$10.6M
942,158
+30%
增持
MSCI
MSCI INC
+$10.5M
23,879
+235%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.5M
864,011
+8%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$10.5M
84,527
-55%
减持
HST
HOST HOTELS & RESORTS INC
-$10.4M
959,724
-37%
减持
PFE
PFIZER INC
-$10.3M
392,294
-49%
建仓
—
AMERICAN WTR CAP CORP
+$10.3M
9,890
减持
EW
EDWARDS LIFESCIENCES CORP
-$10.1M
127,235
-36%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.0M
139,154
+113%
增持
VEEV
VEEVA SYS INC
+$10.0M
302,269
+3%
减持
IQV
IQVIA HLDGS INC
+$9.9M
389,000
-0%
增持
KKR
KKR & CO INC
+$9.8M
210,253
+25%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$9.6M
395,377
+46%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$9.6M
14,149
-78%
减持
KMB
KIMBERLY-CLARK CORP
-$9.5M
25,591
-73%
减持
EQIX
EQUINIX INC
-$9.5M
45,558
-31%
增持
SFM
SPROUTS FMRS MKT INC
+$9.4M
90,479
+1132%
清仓
—
BLACKROCK INC
-$9.3M
0
-100%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$9.3M
65,329
+174%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$9.3M
162,031
增持
EL
LAUDER ESTEE COS INC
+$9.3M
261,947
+66%
增持
VERA
VERA THERAPEUTICS INC
+$9.3M
450,992
+54%
增持
DGX
QUEST DIAGNOSTICS INC
+$9.3M
145,829
+110%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$9.2M
0
-100%
增持
EMR
EMERSON ELEC CO
+$9.1M
1,044,167
+9%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$9.1M
311,307
-5%
减持
LH
LABCORP HOLDINGS INC
-$8.9M
11,268
-80%
建仓
NMRA
NEUMORA THERAPEUTICS INC.
+$8.9M
676,244
增持
VMC
VULCAN MATLS CO
+$8.9M
15,994
+76%
增持
LLY
ELI LILLY & CO
+$8.5M
505,899
+4%
减持
LOW
LOWES COS INC
-$8.5M
56,203
-50%
减持
MCK
MCKESSON CORP
-$8.5M
85,466
-2%
增持
EBAY
EBAY INC.
+$8.5M
417,983
+20%
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$8.4M
1,050,598
+38%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$8.4M
483,241
+4%
增持
GOOG
ALPHABET INC
-$8.4M
994,338
+4%
增持
—
ARCELLX INC
+$8.1M
240,363
+11%
减持
AXP
AMERICAN EXPRESS CO
+$8.1M
336,242
-6%
清仓
VIPS
VIPSHOP HLDGS LTD
-$8.1M
0
-100%
清仓
RL
RALPH LAUREN CORP
-$7.9M
0
-100%
增持
GIS
GENERAL MLS INC
+$7.9M
286,393
+169%
清仓
SLG
SL GREEN RLTY CORP
-$7.8M
0
-100%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$7.7M
940,440
+50%
清仓
MNSO
MINISO GROUP HLDG LTD
-$7.7M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
-$7.6M
39,314
-45%
增持
AJG
GALLAGHER ARTHUR J & CO
+$7.6M
23,320
+55%
减持
SHOP
SHOPIFY INC
-$7.6M
20,541
-85%
增持
STN
STANTEC INC
+$7.5M
305,452
+49%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$7.4M
845,170
+62%