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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
19Q4 调仓
2019-09-30 → 2019-12-31 · 共 150 项
建仓 13
增持 92
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BIIB
BIOGEN INC.
+$45.4M
183,207
+357%
增持
SRPT
SAREPTA THERAPEUTICS INC.
+$32.3M
570,260
+4%
增持
AGIO
AGIOS PHARMACEUTICALS INC.
+$25.4M
1,078,700
+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。
清仓
—
CELGENE CORP.
-$20.8M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC.
-$17.6M
81,900
-61%
增持
EEM
BLACKROCK FUND ADVISORS
+$16.2M
578,218
+144%
减持
—
AMARIN CORP. PLC
+$14.9M
2,640,000
-3%
增持
MSFT
MICROSOFT CORP.
+$13.5M
559,897
+3%
增持
BABA
ALIBABA GROUP HOLDING LTD.
+$10.6M
117,748
+33%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$9.7M
439,900
+8%
增持
WLK
WESTLAKE CORP.
+$8.8M
128,000
增持
AVGO
BROADCOM INC.
+$7.6M
33,800
+196%
增持
BKNG
BOOKING HOLDINGS INC.
+$7.5M
6,930
+101%
增持
ON
ON SEMICONDUCTOR CORP.
+$7.5M
1,307,460
+4%
增持
META
META PLATFORMS INC.
+$7.0M
178,058
+7%
增持
GOOGL
ALPHABET INC.
+$7.0M
27,179
+12%
减持
SOXX
ISHARES TRUST
-$6.6M
538
-98%
增持
NVDA
NVIDIA CORP.
+$6.6M
56,669
+42%
减持
PGR
PROGRESSIVE CORP. (OHIO)
-$6.5M
113,600
-40%
减持
BMY
BRISTOL-MYERS SQUIBB CO.
+$6.3M
535,970
-3%
减持
ROP
ROPER TECHNOLOGIES INC.
-$5.9M
0
-100%
减持
AAPL
APPLE INC.
+$5.9M
99,297
-5%
建仓
LEMB
ISHARES INC JP MORGAN EM ETF
+$5.9M
134,067
增持
UI
UBIQUITI INC.
+$5.7M
32,478
+862%
减持
CHD
CHURCH & DWIGHT CO. INC.
-$5.7M
0
-100%
增持
V
VISA INC.
+$5.7M
171,914
+11%
增持
ADBE
ADOBE INC.
+$5.6M
77,759
+8%
增持
MA
MASTERCARD INC.
+$5.6M
70,022
+22%
增持
DAR
DARLING INGREDIENTS INC.
+$5.1M
244,157
+168%
增持
CVS
CVS HEALTH CORP.
+$5.1M
425,033
+2%
建仓
GH
GUARDANT HEALTH INC.
+$5.0M
63,500
增持
ISRG
INTUITIVE SURGICAL INC.
+$4.5M
17,821
+54%
减持
JNJ
JOHNSON & JOHNSON
-$4.3M
22,191
-62%
增持
SBUX
STARBUCKS CORP.
+$4.3M
417,800
+14%
增持
SPY
STATE STREET GLOBAL ADVISORS INC.
+$4.1M
73,784
+12%
清仓
—
PATTERN ENERGY GROUP INC.
-$4.0M
0
-100%
增持
—
SUNNOVA ENERGY INTERNATIONAL INC.
+$3.8M
430,000
+291%
增持
SPGI
S&P GLOBAL INC.
+$3.8M
54,178
+22%
增持
NBIX
NEUROCRINE BIOSCIENCES INC.
+$3.6M
114,700
+19%
减持
—
SAGE THERAPEUTICS INC.
-$3.5M
18,700
-45%
增持
FISV
FISERV INC.
+$3.4M
82,628
+36%
增持
—
JOUNCE THERAPEUTICS INC.
+$3.4M
672,687
+6%
减持
GILD
GILEAD SCIENCES INC.
-$3.3M
219,710
-22%
增持
SYK
STRYKER CORP.
+$3.2M
53,001
+42%
减持
AMGN
AMGEN INC.
+$3.2M
68,735
-0%
增持
AMZN
AMAZON.COM INC.
+$3.1M
5,864
+28%
减持
EXAS
EXACT SCIENCES CORP.
-$2.9M
66,300
-34%
增持
—
SEAGEN INC.
+$2.9M
61,950
+14%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC.
+$2.9M
76,300
+2%
增持
DIS
THE WALT DISNEY CO.
+$2.8M
91,833
+13%
增持
MCHI
BLACKROCK FUND ADVISORS
+$2.7M
62,367
+179%
减持
UNH
UNITEDHEALTH GROUP INC.
+$2.7M
49,901
-11%
增持
TXRH
TEXAS ROADHOUSE INC.
+$2.7M
583,686
+1%
增持
—
ANNALY CAPITAL MANAGEMENT INC.
+$2.7M
276,000
增持
QCOM
QUALCOMM INC.
+$2.6M
125,920
+13%
增持
BNS
THE BANK OF NOVA SCOTIA
+$2.6M
46,700
增持
INTU
INTUIT INC.
+$2.6M
55,710
+21%
减持
—
TIFFANY & CO.
+$2.6M
224,320
-24%
建仓
—
CHEMOCENTRYX INC.
+$2.5M
68,000
增持
JPM
BANK ONE CAPITAL III
+$2.4M
92,490
+5%
增持
IVV
BLACKROCK FUND ADVISORS
+$2.4M
73,100
+3%
增持
PLUG
PLUG POWER INC.
+$2.4M
1,085,000
+210%
增持
WAB
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP.
+$2.4M
105,613
+29%
减持
—
IAA INC.
-$2.2M
6,000
-90%
建仓
WLDN
WILLDAN GROUP INC.
+$2.2M
70,000
建仓
—
VIVINT SOLAR INC.
+$2.2M
280,000
减持
STZ
CONSTELLATION BRANDS INC.
-$2.2M
0
-100%
减持
GSHD
GOOSEHEAD INSURANCE INC.
-$2.1M
45,500
-45%
增持
AMD
ADVANCED MICRO DEVICES INC.
+$2.1M
95,000
+19%
减持
MCD
MCDONALD'S CORP.
-$2.1M
3,900
-71%
增持
CAT
CATERPILLAR INC.
+$2.1M
25,160
+93%
增持
ENPH
ENPHASE ENERGY INC.
+$2.1M
220,000
+28%
增持
ORCL
ORACLE CORP.
+$2.0M
160,120
+34%
增持
KEY
KEYCORP
+$2.0M
100,400
增持
ABT
ABBOTT LABORATORIES
+$2.0M
92,939
+25%
增持
YUMC
YUM CHINA HOLDINGS INC.
+$2.0M
41,273
增持
TMO
THERMO FISHER SCIENTIFIC INC.
+$2.0M
42,310
+3%
增持
WU
WESTERN UNION CO.
+$1.9M
69,000
减持
RUN
SUNRUN INC.
-$1.9M
225,200
-28%
减持
CTRA
COTERRA ENERGY INC.
-$1.9M
9,010
-92%
增持
EL
THE ESTEE LAUDER COMPANIES INC.
+$1.9M
60,320
+11%
增持
KURA
KURA ONCOLOGY INC.
+$1.8M
172,000
+320%
增持
TXN
TEXAS INSTRUMENTS INC.
+$1.8M
135,421
+11%
增持
—
VMWARE INC.
+$1.8M
22,400
+96%
减持
GIL
GILDAN ACTIVEWEAR INC.
-$1.8M
148,600
-15%
增持
GOOG
ALPHABET INC.
+$1.7M
10,022
+3%
建仓
UBER
UBER TECHNOLOGIES INC.
+$1.7M
55,000
增持
AMAT
APPLIED MATERIALS INC.
+$1.6M
46,900
+89%
增持
—
FIBROGEN INC.
+$1.6M
98,600
+34%
增持
BBIO
BRIDGEBIO PHARMA INC.
+$1.6M
57,000
+148%
减持
IBB
BLACKROCK FUND ADVISORS
-$1.6M
9,000
-67%
减持
ATO
ATMOS ENERGY CORP.
-$1.6M
0
-100%
减持
ECL
ECOLAB INC.
-$1.6M
19,329
-28%
建仓
BE
BLOOM ENERGY CORP.
+$1.6M
250,000
减持
CSCO
CISCO SYSTEMS INC.
-$1.6M
325,088
-7%
增持
SCHW
CHARLES SCHWAB CORP.
+$1.6M
118,185
+18%
增持
ILMN
ILLUMINA INC.
+$1.5M
48,959
+0%
建仓
ALK
ALASKA AIR GROUP INC.
+$1.5M
22,400
增持
HD
THE HOME DEPOT INC.
+$1.5M
67,856
+17%
增持
ABBV
ABBVIE INC.
+$1.5M
25,190
+147%
减持
INTC
INTEL CORP.
+$1.5M
269,881
-7%
增持
—
ALEXION PHARMACEUTICALS INC.
+$1.5M
80,450
+8%
增持
—
ENSTAR GROUP LTD.
+$1.5M
40,000
+11%
减持
CMA
COMERICA INC.
-$1.5M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP.
+$1.5M
46,190
+7%
增持
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
+$1.4M
237,626
+12%
建仓
AUPH
AURINIA PHARMACEUTICALS INC.
+$1.4M
66,000
增持
CDW
CDW CORP.
+$1.4M
26,280
+37%
减持
DAL
DELTA AIR LINES INC.
-$1.4M
0
-100%
增持
NKE
NIKE INC.
+$1.4M
123,100
+3%
增持
GDS
GDS HOLDINGS LTD.
+$1.4M
49,512
+65%
增持
UNP
UNION PACIFIC CORP.
+$1.4M
53,705
+4%
减持
—
ZYNGA INC.
-$1.4M
250,000
-50%
减持
SYY
SYSCO CORP.
-$1.3M
0
-100%
增持
—
SPLUNK INC.
+$1.3M
15,000
+88%
减持
—
GE AEROSPACE
-$1.3M
1,000
-99%
增持
ADSK
AUTODESK INC.
+$1.3M
13,125
+68%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC.
+$1.3M
69,940
+8%
增持
AXP
AMERICAN EXPRESS CO.
+$1.3M
51,000
+19%
减持
MMM
3M CO.
-$1.3M
0
-100%
增持
PEP
PEPSICO INC.
+$1.3M
114,610
+8%
清仓
—
SPARK THERAPEUTICS INC.
-$1.3M
0
-100%
减持
HEI
HEICO CORP.
-$1.2M
22,000
-27%
增持
KAI
KADANT INC.
+$1.2M
25,800
+49%
清仓
—
THE MEDICINES CO.
-$1.2M
0
-100%
增持
ZTO
ZTO EXPRESS (CAYMAN) INC.
+$1.2M
134,991
+43%
减持
—
TERRAFORM POWER INC.
-$1.2M
317,490
-6%
增持
—
BLACKROCK INC.
+$1.2M
12,077
+10%
增持
SLB
SCHLUMBERGER N.V. (SCHLUMBERGER LTD.)
+$1.2M
29,300
+8271%
增持
ZTS
ZOETIS INC.
+$1.1M
56,500
+10%
清仓
—
ALLAKOS INC.
-$1.1M
0
-100%
增持
A
AGILENT TECHNOLOGIES INC.
+$1.1M
29,210
+61%
减持
—
NOVOLIPETSKIY METALLURGICHESKIY KOMBINAT
-$1.1M
0
-100%
建仓
—
BANCOLOMBIA S.A.
+$1.1M
20,000
增持
—
ACTIVISION BLIZZARD INC.
+$1.1M
67,000
+22%
增持
IQV
IQVIA HOLDINGS INC.
+$1.1M
25,060
+34%
增持
XYL
XYLEM INC.
+$1.1M
85,342
+21%
增持
SSNHZ
SAMSUNG ELECTRONICS CO. LTD.
+$1.1M
2,480
+28%
减持
INFY
INFOSYS LTD.
-$1.1M
100,000
-46%
清仓
NOAH
NOAH HOLDINGS LTD.
-$1.0M
0
-100%
减持
LUKOY
LUKOIL PJSC
+$1.0M
111,000
-7%
增持
EA
ELECTRONIC ARTS INC.
+$1.0M
13,652
+173%
减持
INCY
INCYTE CORP.
+$978.2K
70,645
-2%
建仓
—
BRISTOL-MYERS SQUIBB CO.
+$972.1K
325,220
增持
DEO
DIAGEO PLC
+$964.5K
13,824
+66%
建仓
ENS
ENERSYS
+$950.4K
12,546
建仓
TER
TERADYNE INC.
+$942.8K
13,540
增持
DSI
ISHARES TR MSCI KLD400 SOC
+$926.6K
71,717
+3%
增持
AMRC
AMERESCO INC.
+$924.2K
150,000
+41%
增持
IXC
BLACKROCK FUND ADVISORS
+$922.8K
39,900
+303%
