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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 58
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$106.6M
2,023,771
+12%
减持
AMGN
AMGEN INC
-$101.0M
617,525
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$97.6M
379,181
-23%
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
NVDA
NVIDIA CORPORATION
+$95.1M
7,061,058
+1%
增持
TSLA
TESLA INC
+$85.7M
470,991
+18%
增持
REGN
REGENERON PHARMACEUTICALS
-$79.2M
261,498
+4%
增持
AVGO
BROADCOM INC
+$70.1M
1,131,537
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$68.9M
763,517
+41%
增持
MA
MASTERCARD INCORPORATED
+$67.6M
515,594
+25%
减持
IQV
IQVIA HLDGS INC
-$63.1M
147,903
-62%
减持
MRK
MERCK & CO INC
-$59.4M
2,217,423
-10%
减持
AAPL
APPLE INC
+$59.4M
3,547,896
-0%
增持
WMT
WALMART INC
+$56.9M
885,008
+210%
增持
WM
WASTE MGMT INC DEL
+$52.4M
916,273
+44%
增持
APH
AMPHENOL CORP NEW
+$49.9M
783,675
+1024%
建仓
LRCX
LAM RESEARCH CORP
+$49.5M
685,631
减持
AMD
ADVANCED MICRO DEVICES INC
-$48.6M
823,349
-9%
减持
MELI
MERCADOLIBRE INC
-$46.4M
30,397
-36%
增持
CRM
SALESFORCE INC
+$43.8M
663,879
+2%
增持
LLY
ELI LILLY & CO
-$43.5M
524,212
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.2M
1,506,456
+86%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$40.6M
258,622
-17%
增持
MRVL
MARVELL TECHNOLOGY INC
+$39.1M
855,368
+11%
增持
MS
MORGAN STANLEY
+$36.0M
707,754
+39%
减持
NU
NU HLDGS LTD
-$35.2M
1,874,250
-53%
增持
GEV
GE VERNOVA INC
+$34.6M
107,447
+3544%
减持
BBY
BEST BUY INC
-$33.9M
22,340
-94%
减持
CSCO
CISCO SYS INC
-$33.3M
706,105
-50%
减持
ED
CONSOLIDATED EDISON INC
-$32.6M
91,949
-77%
增持
MSFT
MICROSOFT CORP
+$32.3M
2,667,188
+5%
减持
TTEK
TETRA TECH INC NEW
-$31.8M
778,080
-42%
减持
ELV
ELEVANCE HEALTH INC
-$31.2M
74,491
-34%
减持
BALL
BALL CORP
-$30.7M
174,716
-71%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$30.3M
282,407
-20%
增持
ABT
ABBOTT LABS
+$29.8M
593,755
+81%
建仓
FUTU
FUTU HLDGS LTD
+$28.0M
350,100
增持
SYF
SYNCHRONY FINANCIAL
+$27.9M
559,510
+231%
增持
BAC
BANK AMERICA CORP
+$27.4M
1,980,353
+32%
建仓
QFIN
QIFU TECHNOLOGY INC
+$27.2M
708,300
减持
ZTS
ZOETIS INC
-$27.1M
498,366
-10%
增持
EMR
EMERSON ELEC CO
+$25.9M
1,130,641
+8%
增持
PG
PROCTER AND GAMBLE CO
+$25.6M
1,257,669
+18%
增持
CSL
CARLISLE COS INC
+$25.3M
76,837
+1044%
减持
EL
LAUDER ESTEE COS INC
-$24.7M
18,541
-93%
减持
—
HOLOGIC INC
-$24.6M
944,332
-17%
减持
KLAC
KLA CORP
-$24.4M
22,521
-55%
减持
WCN
WASTE CONNECTIONS INC
-$23.2M
314,579
-27%
增持
EBAY
EBAY INC.
+$23.1M
812,571
+94%
减持
CCK
CROWN HLDGS INC
-$22.7M
171,737
-55%
清仓
BZ
KANZHUN LIMITED
-$22.5M
0
-100%
清仓
PK
PARK HOTELS & RESORTS INC
-$21.7M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$21.4M
868,112
+0%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$21.2M
164,015
-81%
减持
NTRA
NATERA INC
-$20.5M
116,438
-62%
增持
FITB
FIFTH THIRD BANCORP
+$20.5M
565,162
+603%
增持
META
META PLATFORMS INC
+$20.4M
191,420
+20%
减持
AMAT
APPLIED MATLS INC
-$20.4M
450,304
-3%
清仓
KROS
KEROS THERAPEUTICS INC
-$20.1M
0
-100%
增持
ADSK
AUTODESK INC
+$19.0M
310,139
+18%
增持
HR
HEALTHCARE RLTY TR
+$18.9M
1,729,651
+201%
减持
DECK
DECKERS OUTDOOR CORP
-$18.9M
14,359
-90%
减持
INTC
INTEL CORP
-$18.7M
659,144
-52%
增持
SYK
STRYKER CORPORATION
+$18.7M
181,282
+41%
增持
MCK
MCKESSON CORP
+$18.7M
106,889
+25%
增持
CBRE
CBRE GROUP INC
+$18.3M
186,936
+274%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$18.3M
219,666
-30%
增持
WAB
WABTEC
+$18.1M
466,016
+21%
增持
INCY
INCYTE CORP
+$17.9M
1,034,652
+28%
减持
DHR
DANAHER CORPORATION
-$17.8M
348,886
-1%
减持
QCOM
QUALCOMM INC
-$17.7M
596,702
-7%
增持
PANW
PALO ALTO NETWORKS INC
+$17.7M
767,896
+115%
建仓
ANET
ARISTA NETWORKS INC
+$17.5M
158,543
清仓
HASI
HA SUSTAINABLE INFRA CAP INC
-$16.9M
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$16.7M
79,623
+1018%
减持
MRNA
MODERNA INC
-$16.5M
612,862
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$16.2M
247,627
+8%
增持
NFLX
NETFLIX INC
+$16.0M
56,826
+16%
清仓
—
ARISTA NETWORKS INC
-$15.9M
0
-100%
减持
SRRK
SCHOLAR ROCK HLDG CORP
+$15.9M
582,354
-50%
减持
GILD
GILEAD SCIENCES INC
-$15.9M
1,723,316
-17%
清仓
AMRC
AMERESCO INC
-$15.9M
0
-100%
减持
BRKR
BRUKER CORP
-$15.5M
184,946
-51%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$15.1M
580,222
+77%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$15.1M
205,469
-32%
减持
—
AIRBNB INC
-$14.9M
4,600
-73%
减持
WELL
WELLTOWER INC
-$14.5M
63,633
-64%
减持
SBUX
STARBUCKS CORP
-$14.2M
150,041
-48%
增持
ROK
ROCKWELL AUTOMATION INC
+$14.2M
206,463
+24%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$14.2M
303,972
-37%
减持
VRT
VERTIV HOLDINGS CO
-$14.2M
227,577
-43%
减持
DE
DEERE & CO
-$14.1M
20,217
-63%
减持
KURA
KURA ONCOLOGY INC
-$14.0M
422,652
-53%
增持
AMP
AMERIPRISE FINL INC
+$14.0M
105,911
+17%
减持
BNTX
BIONTECH SE
-$13.6M
846,934
-9%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$13.6M
297,388
-22%
增持
SYY
SYSCO CORP
+$13.3M
230,133
+320%
建仓
BLK
BLACKROCK INC
+$13.3M
12,951
减持
DAR
DARLING INGREDIENTS INC
-$13.2M
92,677
-79%
减持
CMCSA
COMCAST CORP NEW
-$13.2M
1,053,995
-17%
增持
GLW
CORNING INC
+$13.1M
322,009
+562%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$13.0M
14,708
-83%
减持
GOOG
ALPHABET INC
+$13.0M
941,072
-5%
增持
CI
THE CIGNA GROUP
+$12.7M
76,881
+210%
增持
OLED
UNIVERSAL DISPLAY CORP
-$12.4M
199,484
+1%
增持
FISV
FISERV INC
+$12.4M
205,959
+24%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$12.3M
86,301
-39%
增持
TJX
TJX COS INC NEW
+$12.1M
646,231
+15%
减持
FTV
FORTIVE CORP
-$12.1M
237,765
-37%
减持
MOH
MOLINA HEALTHCARE INC
-$12.0M
5,169
-87%
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$12.0M
0
-100%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$12.0M
547,165
-45%
建仓
—
TERNS PHARMACEUTICALS INC
+$11.9M
2,153,969
减持
NRIX
NURIX THERAPEUTICS INC
-$11.9M
634,626
-40%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$11.9M
15,521
-92%
减持
ON
ON SEMICONDUCTOR CORP
-$11.7M
1,054,561
-2%
减持
TGT
TARGET CORP
-$11.6M
44,627
-60%
减持
DXCM
DEXCOM INC
-$11.5M
50,610
-78%
增持
OKTA
OKTA INC
+$11.4M
235,650
+146%
建仓
—
CREDICORP LTD
+$11.3M
61,900
减持
V
VISA INC
-$11.3M
607,148
-18%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$11.2M
674,257
-5%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$11.2M
90,384
-38%
增持
AIG
AMERICAN INTL GROUP INC
+$11.2M
323,719
+91%
增持
FICO
FAIR ISAAC CORP
+$11.1M
7,871
+233%
增持
BURL
BURLINGTON STORES INC
+$10.9M
41,870
+976%
清仓
ONTO
ONTO INNOVATION INC
-$10.8M
0
-100%
减持
EXAS
EXACT SCIENCES CORP
-$10.8M
361,663
-21%
减持
EQIX
EQUINIX INC
-$10.7M
31,581
-31%
减持
DNLI
DENALI THERAPEUTICS INC
-$10.5M
832,977
-12%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$10.5M
18,610
-83%
减持
PWR
QUANTA SVCS INC
-$10.3M
39,609
-48%
减持
BIIB
BIOGEN INC
-$10.3M
201,964
-5%
增持
TWLO
TWILIO INC
+$10.3M
171,917
+35%
增持
CME
CME GROUP INC
+$10.2M
68,884
+160%
增持
BNY
BANK NEW YORK MELLON CORP
+$10.1M
802,943
+12%
减持
ULTA
ULTA BEAUTY INC
-$10.0M
9,554
-74%
增持
AXP
AMERICAN EXPRESS CO
+$10.0M
340,965
+1%
建仓
MNSO
MINISO GROUP HLDG LTD
+$10.0M
418,000
减持
UPS
UNITED PARCEL SERVICE INC
-$10.0M
71,341
-49%
建仓
RL
RALPH LAUREN CORP
+$9.9M
29,672
减持
ITT
ITT INC
-$9.5M
23,371
-73%
减持
BDX
BECTON DICKINSON & CO
-$9.5M
183,950
-13%
建仓
PCVX
VAXCYTE INC
+$9.3M
114,110
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$9.3M
40,966
-40%
增持
MU
MICRON TECHNOLOGY INC
+$9.2M
1,050,153
+38%
增持
KKR
KKR & CO INC
+$9.1M
247,260
+18%
减持
MTZ
MASTEC INC
-$9.1M
70,673
-54%
增持
OLMA
OLEMA PHARMACEUTICALS INC
-$8.9M
1,551,562
+3%
减持
VMC
VULCAN MATLS CO
-$8.8M
9,386
-41%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$8.6M
181,249
-5%
