Black Creek Investment Management Inc.
TORONTO A6 · SEC CIK 0001528593
$18.64亿2026Q1 申报市值
25持仓数
82.1%前十大占比 · 第一大 13.5%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IT 加仓+$9,925.67万
EXP 加仓+$5,217.95万
SUNB 新建仓+$1,456.66万
BAH 加仓+$1,195.33万
FCN 加仓+$474.31万
2026Q1 卖出最多 按季末市值估算
NTR 减仓-$1.27亿
CDW 清仓-$9,131.31万
PSMT 减仓-$7,130.46万
FMX 减仓-$1,418.91万
ELAN 减仓-$1,357.71万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CDW | CDW CORP | $0 | 0.00% | 0 | -670,434 | -100.0% | -$9,131.31万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -140,299 | -100.0% | -$942.39万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -600 | -100.0% | -$34.77万 | 清仓 |
| IBN | ICICI BANK LIMITED | $89.83万 | 0.05% | 34,683 | 0 | 0.0% | — | 不变 |
| CRTO | CRITEO S A | $142.96万 | 0.08% | 79,733 | 7,000 | 9.6% | $12.55万 | 加仓 |
| ARCO | ARCOS DORADOS HOLDINGS INC | $169.95万 | 0.09% | 206,000 | -4,000 | -1.9% | -$3.30万 | 减仓 |
| BWA | BORGWARNER INC | $195.34万 | 0.10% | 36,000 | -21,000 | -36.8% | -$113.95万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $992.47万 | 0.53% | 46,451 | -31,123 | -40.1% | -$664.97万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,049.81万 | 0.56% | 145,949 | -41,740 | -22.2% | -$300.24万 | 减仓 |
| FIGS | FIGS INC | $1,217.40万 | 0.65% | 824,237 | -371,724 | -31.1% | -$549.04万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,456.66万 | 0.78% | 223,792 | 223,792 | — | $1,456.66万 | 新建仓 |
| COR | CENCORA INC | $1,583.93万 | 0.85% | 50,421 | 3,696 | 7.9% | $116.11万 | 加仓 |
| GOOGL | ALPHABET INC | $1,725.19万 | 0.93% | 59,994 | -10,601 | -15.0% | -$304.84万 | 减仓 |
| ARMK | ARAMARK | $2,198.31万 | 1.18% | 542,258 | -114,927 | -17.5% | -$465.91万 | 减仓 |
| CX | CEMEX SAB DE CV | $3,642.72万 | 1.95% | 3,184,198 | 385,415 | 13.8% | $440.91万 | 加仓 |
| NICE | NICE LTD | $5,853.75万 | 3.14% | 530,904 | -53,305 | -9.1% | -$587.74万 | 减仓 |
| NTR | NUTRIEN LTD | $6,527.15万 | 3.50% | 867,438 | -1,685,670 | -66.0% | -$1.27亿 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $6,550.33万 | 3.51% | 589,801 | -127,761 | -17.8% | -$1,418.91万 | 减仓 |
| GRFS | GRIFOLS S A | $6,725.93万 | 3.61% | 8,386,452 | -870,675 | -9.4% | -$698.28万 | 减仓 |
| IT | GARTNER INC | $1.01亿 | 5.41% | 636,762 | 626,858 | 6,329.3% | $9,925.67万 | 加仓 |
| BIDU | BAIDU INC | $1.04亿 | 5.57% | 931,956 | 39,401 | 4.4% | $439.01万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $1.39亿 | 7.46% | 5,258,106 | 170,154 | 3.3% | $449.89万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1.44亿 | 7.70% | 3,173,735 | -38,971 | -1.2% | -$176.27万 | 减仓 |
| EXP | EAGLE MATLS INC | $1.47亿 | 7.90% | 777,546 | 275,426 | 54.9% | $5,217.95万 | 加仓 |
| PSMT | PRICESMART INC | $1.75亿 | 9.41% | 1,164,834 | -473,785 | -28.9% | -$7,130.46万 | 减仓 |
| FCN | FTI CONSULTING INC | $1.94亿 | 10.42% | 1,099,082 | 26,832 | 2.5% | $474.31万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2.07亿 | 11.13% | 2,658,367 | 153,189 | 6.1% | $1,195.33万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2.51亿 | 13.47% | 10,493,849 | -567,367 | -5.1% | -$1,357.71万 | 减仓 |