普信 (T. Rowe Price) 13F Q1 2026 — 新建仓 114 · 加仓 1604 · 减仓 469 · 清仓 108 / T. Rowe Price 13F Q1 2026 — 114 new · 1604 increased · 469 decreased · 108 closed

📊 13F Q1 2026

🐳 普信 (T. Rowe Price) | 管理 $860.4B

🟢 新买入 (114 只)

• Cenovus能源 (CVE) $634M

• 快而精医药 (QGEN) $338M

• Amcor plc (AMCR) $237M

• GNR $129M

• EquipmentShare.com Inc. (EQPT) $111M

🟡 加仓 (1604 只)

• 超威半导体 (AMD) +$1.5B (+42%)

• 强生 (JNJ) +$1.5B (+33%)

• 奈飞 (NFLX) +$1.5B (+15%)

• 思科 (CSCO) +$1.2B (+50%)

• Ciena科技 (CIEN) +$1.1B (+29%)

🟠 减仓 (469 只)

• AppLovin Corporation (APP) -$1.9B (-11%)

• 安费诺集团 (APH) -$1.8B (-31%)

• 通用电气 (GE) -$1.5B (-11%)

• 赛默飞 (TMO) -$1.4B (-18%)

• Arista网络 (ANET) -$1.3B (-21%)

🔴 清仓 (108 只)

• MMC $1.7B

• PKI $833M

• Ascendis Pharma A/S (ASND) $335M

• CYBR $251M

• 爱尔康 (ALC) $248M

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📊 13F Q1 2026

🐳 T. Rowe Price | AUM $860.4B

🟢 New buys (114 positions)

• Cenovus Energy Inc. (CVE) $634M

• Qiagen N.V. (QGEN) $338M

• Amcor plc (AMCR) $237M

• GNR $129M

• EquipmentShare.com Inc. (EQPT) $111M

🟡 Added (1604 positions)

• AMD +$1.5B (+42%)

• Johnson & Johnson (JNJ) +$1.5B (+33%)

• Netflix, Inc. (NFLX) +$1.5B (+15%)

• Cisco Systems, Inc. (CSCO) +$1.2B (+50%)

• Ciena Corporation (CIEN) +$1.1B (+29%)

🟠 Reduced (469 positions)

• AppLovin Corporation (APP) -$1.9B (-11%)

• Amphenol Corporation (APH) -$1.8B (-31%)

• GE Aerospace (GE) -$1.5B (-11%)

• Thermo Fisher Scientific Inc. (TMO) -$1.4B (-18%)

• ANET -$1.3B (-21%)

🔴 Exited (108 positions)

• MMC $1.7B

• PKI $833M

• Ascendis Pharma A/S (ASND) $335M

• CYBR $251M

• Alcon Inc. (ALC) $248M