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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
19Q2 调仓
2019-03-31 → 2019-06-30 · 共 150 项
建仓 10
增持 84
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
CELGENE CORP.
-$66.6M
213,100
-77%
增持
—
FOOT LOCKER INC.
+$25.2M
600,000
增持
BMY
BRISTOL-MYERS SQUIBB CO.
+$23.9M
580,750
+1024%
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
SRPT
SAREPTA THERAPEUTICS INC.
+$16.3M
533,220
+2%
减持
BIIB
BIOGEN INC.
-$9.1M
39,618
-50%
增持
GSHD
GOOSEHEAD INSURANCE INC.
+$8.7M
188,187
+1782%
增持
BABA
ALIBABA GROUP HOLDING LTD.
+$7.3M
105,300
+76%
减持
STZ
CONSTELLATION BRANDS INC.
-$7.0M
10,480
-80%
增持
—
AMARIN CORP. PLC
+$6.9M
2,670,500
+21%
减持
VLO
VALERO ENERGY CORPORATION
-$5.9M
9,000
-89%
增持
EL
THE ESTEE LAUDER COMPANIES INC.
+$5.9M
58,740
+101%
增持
PEP
PEPSICO INC.
+$5.6M
103,335
+57%
减持
—
UBIQUITI INC.
-$5.3M
3,271
-91%
减持
QCOM
QUALCOMM INC.
+$4.9M
394,300
-10%
增持
CDW
CDW CORP.
+$4.4M
48,005
+392%
增持
TPR
TAPESTRY INC.
+$4.3M
800,000
+23%
增持
V
VISA INC.
+$4.2M
156,248
+7%
减持
RCI
ROGERS COMMUNICATIONS INC.
-$4.1M
38,000
-66%
减持
REGN
REGENERON PHARMACEUTICALS INC.
-$4.1M
9,500
-45%
增持
PGR
PROGRESSIVE CORP. (OHIO)
+$4.0M
179,497
+27%
增持
AGIO
AGIOS PHARMACEUTICALS INC.
-$4.0M
694,700
+21%
减持
META
META PLATFORMS INC.
+$3.9M
179,000
-2%
增持
—
BATH & BODY WORKS INC.
+$3.8M
1,320,000
+19%
减持
—
CORE-MARK HOLDING CO. INC.
-$3.7M
67,000
-61%
增持
SCHW
CHARLES SCHWAB CORP.
+$3.6M
91,133
增持
TXRH
TEXAS ROADHOUSE INC.
-$3.5M
561,371
+4%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$3.5M
406,280
+15%
增持
—
ARRAY BIOPHARMA INC.
+$3.4M
127,800
+22%
建仓
CHRS
COHERUS BIOSCIENCES INC.
+$3.4M
156,000
建仓
PTCT
PTC THERAPEUTICS INC.
+$3.4M
78,300
增持
ADBE
ADOBE INC.
+$3.4M
70,441
+8%
减持
SIMO
SILICON MOTION TECHNOLOGY CORP.
+$3.2M
682,780
-0%
减持
EA
ELECTRONIC ARTS INC.
-$3.2M
5,000
-86%
增持
NKE
NIKE INC.
+$3.2M
118,400
+48%
增持
VRTX
VERTEX PHARMACEUTICALS INC.
+$2.9M
221,000
+9%
增持
UNH
UNITEDHEALTH GROUP INC.
+$2.7M
53,233
+25%
减持
CAT
CATERPILLAR INC.
-$2.7M
13,060
-61%
清仓
—
DUPONT DE NEMOURS INC.
-$2.7M
0
-100%
增持
—
TIFFANY & CO.
-$2.5M
295,710
+3%
增持
AAPL
APPLE INC.
+$2.4M
111,602
+6%
增持
—
ZOGENIX INC.
+$2.4M
94,900
+138%
增持
MCD
MCDONALD'S CORP.
+$2.3M
11,100
减持
ERIE
ERIE INDEMNITY CO.
-$2.3M
3,047
-82%
建仓
—
REATA PHARMACEUTICALS INC.
+$2.1M
22,600
减持
DIS
THE WALT DISNEY CO.
+$2.0M
84,832
-4%
增持
—
BLACKROCK INC.
+$2.0M
10,657
+54%
增持
ECL
ECOLAB INC.
+$2.0M
24,190
+61%
增持
DNLI
DENALI THERAPEUTICS INC.
+$2.0M
142,200
+237%
减持
AMGN
AMGEN INC.
-$2.0M
58,220
-14%
建仓
—
DUPONT DE NEMOURS INC.
+$2.0M
26,982
减持
LUKOY
LUKOIL PJSC
-$2.0M
153,000
-8%
增持
SPY
STATE STREET GLOBAL ADVISORS INC.
+$2.0M
40,600
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORP.
+$2.0M
44,050
+49%
减持
CNP
CENTERPOINT ENERGY INC.
-$2.0M
5,000
-93%
增持
—
GLOBAL BLOOD THERAPEUTICS INC.
+$1.9M
63,800
+120%
增持
—
CHINOOK THERAPEUTICS INC.
-$1.9M
1,099,349
+20%
增持
SPGI
S&P GLOBAL INC.
+$1.9M
47,082
+11%
增持
OPLN
OPENLANE INC.
+$1.9M
110,000
+10%
增持
—
BLUEPRINT MEDICINES CORP.
+$1.8M
47,600
+38%
增持
MA
MASTERCARD INC.
+$1.8M
58,980
+2%
增持
HD
THE HOME DEPOT INC.
+$1.7M
62,754
+6%
增持
—
Q32 BIO INC.
+$1.6M
138,000
+263%
减持
APD
AIR PRODUCTS & CHEMICALS INC.
-$1.6M
2,200
-80%
减持
INTC
INTEL CORP.
-$1.6M
282,341
-0%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORP.
-$1.6M
8,480
-72%
增持
ABT
ABBOTT LABORATORIES
+$1.6M
70,525
+30%
减持
—
BLUEBIRD BIO INC.
-$1.6M
35,550
-9%
增持
—
FIVE PRIME THERAPEUTICS INC.
-$1.6M
354,750
+29%
减持
BNS
THE BANK OF NOVA SCOTIA
-$1.6M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP.
+$1.5M
47,890
+22%
减持
IPGP
IPG PHOTONICS CORP.
-$1.5M
0
-100%
增持
TXN
TEXAS INSTRUMENTS INC.
+$1.4M
119,820
+2%
增持
—
ENSTAR GROUP LTD.
+$1.4M
30,001
+36%
减持
MS
MORGAN STANLEY
-$1.4M
57,729
-38%
减持
—
HELLO GROUP INC.
-$1.4M
3,000
-93%
减持
ZTO
ZTO EXPRESS (CAYMAN) INC.
-$1.4M
23,923
-77%
减持
—
VMWARE INC.
-$1.4M
6,400
-54%
减持
MSFT
MICROSOFT CORP.
+$1.4M
543,982
-11%
减持
—
SVB FINANCIAL GROUP
-$1.3M
0
-100%
减持
SBUX
STARBUCKS CORP.
+$1.3M
446,950
-8%
增持
—
BROOKFIELD RENEWABLE PARTNERS L.P.
+$1.3M
72,000
+95%
增持
—
GW PHARMACEUTICALS PLC
+$1.3M
24,500
+40%
增持
ITRI
ITRON INC.
+$1.3M
42,000
+50%
增持
MU
MICRON TECHNOLOGY INC.
+$1.3M
33,000
减持
—
RED HAT INC.
-$1.3M
3,000
-70%
增持
CRM
SALESFORCE INC.
+$1.3M
30,590
+41%
减持
—
NOVATEK PJSC
-$1.2M
10,709
-48%
减持
—
BARRICK GOLD CORP.
-$1.2M
33,676
-74%
减持
INCY
INCYTE CORP.
-$1.2M
72,138
-16%
减持
—
GAZPROM NEFT PJSC
-$1.2M
20,500
-72%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC.
+$1.2M
61,000
-9%
减持
AMP
AMERIPRISE FINANCIAL INC.
-$1.2M
8,300
-56%
减持
PFE
PFIZER INC.
-$1.2M
111,220
-21%
建仓
—
ORION ENERGY SYSTEMS INC.
+$1.1M
400,000
减持
WU
WESTERN UNION CO.
-$1.1M
0
-100%
增持
AXP
AMERICAN EXPRESS CO.
+$1.1M
46,000
+10%
减持
FSLR
FIRST SOLAR INC.
+$1.1M
95,640
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC.
-$1.1M
584
-96%
减持
HEI
HEICO CORP.
+$1.1M
55,000
-17%
增持
ODFL
OLD DOMINION FREIGHT LINE INC.
+$1.1M
47,400
+14%
增持
IVV
BLACKROCK FUND ADVISORS
+$1.1M
30,920
+10%
建仓
LKFT
GALAPAGOS N.V.
+$1.1M
8,400
减持
ABBV
ABBVIE INC.
-$1.1M
2,890
-82%
增持
VOYA
VOYA FINANCIAL INC.
+$1.0M
33,000
+120%
增持
—
TERRAFORM POWER INC.
+$1.0M
335,390
+24%
增持
—
SPLUNK INC.
+$993.8K
8,000
增持
EWJ
BLACKROCK FUND ADVISORS
+$983.4K
89,220
+26%
增持
GOOGL
ALPHABET INC.
-$982.2K
21,845
+4%
增持
GDS
GDS HOLDINGS LTD.
+$955.2K
26,000
减持
LITE
LUMENTUM HOLDINGS INC.
-$944.4K
22,500
-42%
增持
CSCO
CISCO SYSTEMS INC.
+$944.2K
301,991
+1%
增持
—
NEKTAR THERAPEUTICS
+$913.6K
135,500
+17%
增持
SQ
BLOCK INC.
+$903.9K
80,000
+23%
增持
AYI
ACUITY BRANDS INC.
+$894.1K
12,000
+100%
增持
WDC
WESTERN DIGITAL CORP.
+$891.0K
20,000
增持
—
ESSENTIAL UTILITIES INC.
+$890.4K
55,000
+53%
增持
WPM
WHEATON PRECIOUS METALS CORP.
+$879.6K
49,000
+308%
增持
NEE
NEXTERA ENERGY CAPITAL HOLDINGS INC.
+$867.6K
42,160
+5%
增持
ADP
AUTOMATIC DATA PROCESSING INC.
+$853.9K
11,000
+83%
减持
CSGP
COSTAR GROUP INC.
-$850.4K
8,567
-29%
增持
FISV
FISERV INC.
+$849.0K
76,900
+10%
增持
NOW
SERVICENOW INC.
+$835.5K
3,000
清仓
LNN
LINDSAY CORP.
-$812.8K
0
-100%
建仓
KURA
KURA ONCOLOGY INC.
+$811.4K
41,000
增持
—
ARENA PHARMACEUTICALS INC.
+$802.4K
26,500
+61%
减持
PYPL
PAYPAL HOLDINGS INC.
+$773.3K
86,390
-1%
增持
JNJ
JOHNSON & JOHNSON
+$772.2K
46,649
+12%
减持
MO
ALTRIA GROUP INC.
-$762.8K
6,365
-66%
减持
—
GAZPROM PJSC
+$759.3K
982,000
-31%
减持
BDX
BECTON, DICKINSON & CO.
-$741.0K
0
-100%
增持
—
TPI COMPOSITES INC.
-$730.3K
216,000
+2%
增持
—
ACTIVISION BLIZZARD INC.
+$729.1K
27,000
+125%
清仓
—
ARATANA THERAPEUTICS INC.
-$720.0K
0
-100%
减持
ENPH
ENPHASE ENERGY INC.
+$704.6K
280,000
-41%
增持
TD
THE TORONTO-DOMINION BANK
+$696.8K
89,360
+8%
增持
APH
AMPHENOL CORP.
+$690.1K
94,800
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE INC.
+$689.5K
44,740
+7%
增持
EEM
BLACKROCK FUND ADVISORS
+$664.5K
71,100
+28%
增持
—
PATTERN ENERGY GROUP INC.
+$664.3K
125,000
+25%
增持
T
AT & T INC.
+$661.6K
222,039
+3%
建仓
SUPV
GRUPO SUPERVIELLE S.A.
+$660.6K
89,397
增持
TU
TELUS CORP.
+$652.2K
33,100
+115%
增持
CMCSA
COMCAST CORP.
+$637.6K
97,935
+12%
增持
GOOG
ALPHABET INC.
-$628.7K
9,452
+2%
减持
AMAT
APPLIED MATERIALS INC.
-$620.9K
24,800
-45%
增持
BMO
BANK OF MONTREAL
+$619.1K
25,900
+46%
减持
MMM
3M CO.
-$597.9K
8,727
-13%
建仓
—
PORTOLA PHARMACEUTICALS INC.
+$595.2K
22,300
增持
CM
CANADIAN IMPERIAL BANK OF COMMERCE
+$595.1K
26,400
+44%
建仓
—
AZUL SA
+$594.8K
18,047
