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Erste Asset Management GmbH 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Erste Asset Management GmbH
报告期 2026-03-31 · CIK 0002024532
持仓数
890
前50大市值合计
$6.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
18Q4
19Q1 调仓
2018-12-31 → 2019-03-31 · 共 150 项
建仓 9
增持 86
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
—
CELGENE CORP.
+$42.1M
937,100
+33%
增持
—
AMARIN CORP. PLC
+$39.8M
2,216,000
+560%
减持
BMY
BRISTOL-MYERS SQUIBB CO.
-$26.3M
51,650
-91%
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
AGIO
AGIOS PHARMACEUTICALS INC.
+$13.3M
574,700
+3%
增持
MSFT
MICROSOFT CORP.
+$13.0M
609,666
+5%
增持
GILD
GILEAD SCIENCES INC.
+$9.6M
300,440
+98%
减持
—
ACTIVISION BLIZZARD INC.
-$8.2M
12,000
-94%
增持
—
BATH & BODY WORKS INC.
+$7.7M
1,110,000
+23%
增持
SRPT
SAREPTA THERAPEUTICS INC.
+$7.4M
523,120
+3%
增持
V
VISA INC.
+$6.9M
145,995
+22%
增持
LKQ
LKQ CORP.
+$6.3M
940,000
+11%
增持
PGR
PROGRESSIVE CORP. (OHIO)
+$6.3M
141,700
+115%
增持
ISRG
INTUITIVE SURGICAL INC.
+$6.1M
12,650
+470%
减持
—
TIFFANY & CO.
+$5.4M
286,360
-9%
增持
VYGR
VOYAGER THERAPEUTICS INC.
+$5.2M
298,900
+407%
增持
AAPL
APPLE INC.
+$4.8M
105,341
+9%
增持
SIMO
SILICON MOTION TECHNOLOGY CORP.
+$4.7M
683,023
+6%
增持
BIIB
BIOGEN INC.
+$4.3M
79,532
+65%
清仓
—
SPARK THERAPEUTICS INC.
-$4.2M
0
-100%
增持
SPGI
S&P GLOBAL INC.
+$4.2M
42,335
+55%
减持
VFC
V.F. CORP.
-$4.1M
5,300
-92%
减持
SCHW
CHARLES SCHWAB CORP.
-$4.0M
0
-100%
增持
DIS
THE WALT DISNEY CO.
+$3.9M
88,242
+60%
建仓
IONS
IONIS PHARMACEUTICALS INC.
+$3.8M
48,000
增持
GOOGL
ALPHABET INC.
+$3.6M
20,905
+5%
减持
ILMN
ILLUMINA INC.
-$3.4M
33,100
-27%
增持
BABA
ALIBABA GROUP HOLDING LTD.
+$3.3M
59,970
+13%
增持
—
SAGE THERAPEUTICS INC.
+$3.1M
38,800
+9%
增持
AMZN
AMAZON.COM INC.
+$3.1M
4,777
+29%
增持
EXAS
EXACT SCIENCES CORP.
+$3.1M
111,800
+5%
减持
—
SVB FINANCIAL GROUP
-$3.0M
6,000
-74%
增持
NEE
NEXTERA ENERGY CAPITAL HOLDINGS INC.
+$3.0M
40,340
+46%
增持
ORCL
ORACLE CORP.
+$2.9M
100,785
+86%
减持
ERIE
ERIE INDEMNITY CO.
-$2.9M
17,047
-62%
增持
RARE
ULTRAGENYX PHARMACEUTICAL INC.
+$2.9M
95,310
+9%
增持
TXN
TEXAS INSTRUMENTS INC.
+$2.9M
117,568
+16%
增持
ADBE
ADOBE INC.
+$2.8M
65,391
+1%
增持
TXRH
TEXAS ROADHOUSE INC.
+$2.8M
541,221
+4%
减持
INTU
INTUIT INC.
+$2.8M
49,597
-3%
减持
SBUX
STARBUCKS CORP.
+$2.6M
486,350
-8%
增持
MDLZ
MONDELEZ INTERNATIONAL INC.
+$2.6M
63,370
+342%
增持
—
FIBROGEN INC.
+$2.5M
73,700
+121%
增持
—
CHINOOK THERAPEUTICS INC.
+$2.5M
919,349
+116%
增持
—
JOUNCE THERAPEUTICS INC.
+$2.5M
568,687
+83%
减持
MA
MASTERCARD INC.
+$2.5M
57,930
-2%
增持
CTRA
COTERRA ENERGY INC.
+$2.5M
102,100
+1176%
增持
—
CORE-MARK HOLDING CO. INC.
+$2.5M
170,000
+5%
减持
LOW
LOWE'S COMPANIES INC.
-$2.5M
6,270
-82%
增持
—
BLUEBIRD BIO INC.
+$2.4M
39,050
+8%
减持
CSCO
CISCO SYSTEMS INC.
+$2.4M
297,779
-5%
减持
ON
ON SEMICONDUCTOR CORP.
+$2.4M
1,150,000
-12%
减持
REGN
REGENERON PHARMACEUTICALS INC.
-$2.4M
17,350
-33%
减持
MU
MICRON TECHNOLOGY INC.
-$2.4M
0
-100%
增持
AAON
AAON INC.
+$2.4M
147,000
+16%
清仓
—
LOXO ONCOLOGY INC.
-$2.3M
0
-100%
增持
INTC
INTEL CORP.
+$2.3M
283,112
+3%
增持
—
EPIZYME INC.
+$2.2M
308,200
+15%
增持
—
UBIQUITI INC.
+$2.1M
38,000
+6%
增持
—
FIVE PRIME THERAPEUTICS INC.
+$2.1M
275,750
+53%
增持
STZ
CONSTELLATION BRANDS INC.
+$2.0M
51,700
+21%
增持
EA
ELECTRONIC ARTS INC.
+$2.0M
36,300
+65%
增持
PVH
PVH CORP.
+$1.9M
17,100
+452%
减持
MO
ALTRIA GROUP INC.
-$1.9M
18,760
-69%
增持
GOOG
ALPHABET INC.
+$1.9M
9,242
+8%
增持
—
RED HAT INC.
+$1.8M
10,000
减持
VRTX
VERTEX PHARMACEUTICALS INC.
+$1.8M
202,700
-7%
增持
ODFL
OLD DOMINION FREIGHT LINE INC.
+$1.8M
41,400
+22%
增持
QCOM
QUALCOMM INC.
+$1.8M
440,000
+7%
增持
CSGP
COSTAR GROUP INC.
+$1.8M
12,000
+5%
清仓
—
TESARO INC.
-$1.7M
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$1.7M
351,980
+0%
减持
LUKOY
LUKOIL PJSC
+$1.7M
166,500
-12%
增持
SPY
STATE STREET GLOBAL ADVISORS INC.
+$1.7M
35,130
+6%
增持
LOPE
GRAND CANYON EDUCATION INC.
+$1.7M
55,500
+12%
增持
AVGO
BROADCOM INC.
+$1.6M
8,955
+116%
增持
MS
MORGAN STANLEY
+$1.6M
93,229
+55%
建仓
ARGX
ARGENX SE
+$1.6M
12,500
增持
—
AMICUS THERAPEUTICS INC.
+$1.5M
158,600
+153%
增持
UHAL
U-HAUL HOLDING COMPANY
+$1.5M
20,000
+11%
增持
—
FIRSTCASH HOLDINGS INC.
+$1.5M
71,500
+9%
建仓
—
HELLO GROUP INC.
+$1.5M
40,000
减持
PYPL
PAYPAL HOLDINGS INC.
+$1.5M
87,290
-3%
清仓
IYG
ISHARES TRUST
-$1.5M
0
-100%
增持
IPGP
IPG PHOTONICS CORP.
+$1.5M
10,000
增持
PNC
THE PNC FINANCIAL SERVICES GROUP INC.
+$1.5M
32,347
+51%
增持
HEI
HEICO CORP.
+$1.4M
66,000
+5%
减持
EW
EDWARDS LIFESCIENCES CORP.
+$1.4M
39,190
-2%
增持
IVV
BLACKROCK FUND ADVISORS
+$1.4M
28,200
+6%
减持
WDAY
WORKDAY INC.
-$1.4M
3,400
-74%
增持
SQ
BLOCK INC.
+$1.4M
65,000
+5%
减持
AMGN
AMGEN INC.
-$1.4M
67,720
-9%
增持
HD
THE HOME DEPOT INC.
+$1.4M
59,375
+2%
增持
—
BARRICK GOLD CORP.
+$1.3M
127,276
+303%
减持
—
WALGREENS BOOTS ALLIANCE INC.
-$1.3M
0
-100%
清仓
—
REVANCE THERAPEUTICS INC.
-$1.3M
0
-100%
减持
—
INTERCEPT PHARMACEUTICALS INC.
-$1.3M
0
-100%
增持
PG
THE PROCTER & GAMBLE CO.
+$1.3M
88,100
+4%
减持
W
WAYFAIR INC.
+$1.3M
46,000
-25%
减持
TSLA
TESLA INC.
-$1.3M
57
-99%
增持
PFE
PFIZER INC.
+$1.3M
141,650
+28%
增持
FISV
FISERV INC.
+$1.2M
69,900
+4%
增持
LITE
LUMENTUM HOLDINGS INC.
+$1.2M
38,500
+75%
减持
PEP
PEPSICO INC.
-$1.2M
65,935
-22%
减持
UNP
UNION PACIFIC CORP.
+$1.2M
48,530
-2%
减持
WDC
WESTERN DIGITAL CORP.
-$1.2M
0
-100%
建仓
TDC
TERADATA CORP.
+$1.2M
27,000
增持
FSLR
FIRST SOLAR INC.
+$1.2M
98,940
+5%
增持
OPLN
OPENLANE INC.
+$1.2M
100,000
+18%
减持
SNPS
SYNOPSYS INC.
-$1.1M
8,850
-66%
减持
TMO
THERMO FISHER SCIENTIFIC INC.
+$1.1M
43,200
-10%
减持
—
CITRIX SYSTEMS INC.
-$1.1M
0
-100%
增持
WU
WESTERN UNION CO.
+$1.1M
60,000
增持
VZ
VERIZON COMMUNICATIONS INC.
+$1.1M
112,256
+11%
清仓
NOAH
NOAH HOLDINGS LTD.
-$1.1M
0
-100%
增持
NFLX
NETFLIX INC.
+$1.1M
3,000
建仓
—
Q32 BIO INC.
+$1.1M
38,000
减持
VLO
VALERO ENERGY CORPORATION
-$1.1M
78,510
-24%
减持
META
META PLATFORMS INC.
-$1.1M
183,000
-22%
增持
CRM
SALESFORCE INC.
+$1.0M
21,640
+27%
增持
XYL
XYLEM INC.
+$1.0M
59,000
+6%
增持
SWKS
SKYWORKS SOLUTIONS INC.
+$1.0M
14,225
+576%
增持
STKL
SUNOPTA INC.
+$965.3K
390,500
+270%
减持
—
GEN DIGITAL INC.
-$930.5K
0
-100%
增持
—
TPI COMPOSITES INC.
+$922.2K
211,000
+1%
增持
ZTS
ZOETIS INC.
+$922.0K
60,100
+0%
减持
ADSK
AUTODESK INC.
-$891.9K
0
-100%
增持
—
ZYNGA INC.
+$884.8K
360,000
+38%
建仓
JKS
JINKOSOLAR HOLDING CO. LTD.
+$880.5K
50,000
增持
—
GLOBAL BLOOD THERAPEUTICS INC.
+$869.6K
29,000
+81%
增持
UNH
UNITEDHEALTH GROUP INC.
+$855.4K
42,560
+10%
建仓
—
MIRATI THERAPEUTICS INC.
+$812.5K
11,000
减持
ITW
ILLINOIS TOOL WORKS INC.
-$806.0K
0
-100%
减持
—
ARRAY BIOPHARMA INC.
+$771.5K
105,000
-12%
增持
AJG
ARTHUR J. GALLAGHER & CO.
+$771.3K
10,000
减持
NBIX
NEUROCRINE BIOSCIENCES INC.
+$767.8K
105,700
-13%
清仓
IYJ
ISHARES TRUST
-$755.9K
0
-100%
减持
—
LAM RESEARCH CORP.
-$755.1K
4,130
-63%
清仓
RGEN
REPLIGEN CORP.
-$753.8K
0
-100%
增持
DAL
DELTA AIR LINES INC.
+$753.4K
22,800
+192%
减持
AME
AMETEK INC.
+$740.8K
67,700
-6%
增持
CMCSA
COMCAST CORP.
+$732.6K
87,081
+8%
建仓
RGNX
REGENXBIO INC.
+$722.3K
13,000
减持
ROP
ROPER TECHNOLOGIES INC.
+$721.4K
16,700
-11%
增持
DNLI
DENALI THERAPEUTICS INC.
+$686.9K
42,200
+220%
减持
IXC
BLACKROCK FUND ADVISORS
-$667.1K
9,900
-71%
减持
NKE
NIKE INC.
+$662.2K
80,200
-3%
增持
BAC
BANK OF AMERICA CORPORATION
+$644.5K
66,990
+38%
减持
AYI
ACUITY BRANDS INC.
-$642.8K
6,000
-50%
建仓
NIU
NIU TECHNOLOGIES
+$638.0K
78,000
减持
APH
AMPHENOL CORP.
+$636.4K
89,070
-8%
