13F 机构持仓

Black Creek Investment Management Inc.

TORONTO A6 · SEC CIK 0001528593

2026Q22026Q1 更早 9 个季度 🔒
$17.82亿2026Q2 申报市值
27持仓数
82.1%前十大占比 · 第一大 18.0%
6 / 4新建仓 / 清仓
申报市值走势$17.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ELAN 18.0%
FCN 11.2%
PSMT 10.6%
EXP 10.4%
BAH 9.8%
HDB 5.7%
UBER 5.2%
IT 3.9%
FMX 3.7%
BF/B 3.7%

2026Q2 买入最多 按季末市值估算

HDB 新建仓+$1.02亿
UBER 加仓+$8,247.27万
MRSH 新建仓+$6,410.08万
ELAN 加仓+$6,281.88万
FCN 加仓+$3,516.96万

2026Q2 卖出最多 按季末市值估算

PYPL 清仓-$1.44亿
BIDU 清仓-$1.04亿
BF/B 减仓-$7,462.79万
NTR 清仓-$6,527.15万
PSMT 减仓-$3,935.20万

2026Q2 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
PYPL PAYPAL HLDGS INC $00.00%0 -3,173,735-100.0% -$1.44亿 清仓
BIDU BAIDU INC $00.00%0 -931,956-100.0% -$1.04亿 清仓
NTR NUTRIEN LTD $00.00%0 -867,438-100.0% -$6,527.15万 清仓
IBN ICICI BANK LIMITED $00.00%0 -34,683-100.0% -$89.83万 清仓
DNOW DNOW INC $49.29万0.03%38,000 38,000— $49.29万 新建仓
LRCX LAM RESEARCH CORP $115.66万0.06%2,669 -43,782-94.3% -$1,897.21万 减仓
EQX EQUINOX GOLD CORP $148.31万0.08%152,582 152,582— $148.31万 新建仓
CRTO CRITEO S A $156.72万0.09%85,733 6,0007.5% $10.97万 加仓
ARCO ARCOS DORADOS HOLDINGS INC $185.38万0.10%230,000 24,00011.7% $19.34万 加仓
BWA BORGWARNER INC $185.92万0.10%28,000 -8,000-22.2% -$53.12万 减仓
RUN SUNRUN INC $233.77万0.13%174,715 174,715— $233.77万 新建仓
COMP COMPASS INC $980.06万0.55%794,860 794,860— $980.06万 新建仓
FIGS FIGS INC $1,104.98万0.62%1,080,138 255,90131.0% $261.79万 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $1,585.84万0.89%211,982 -11,810-5.3% -$88.35万 减仓
GOOGL ALPHABET INC $1,652.16万0.93%46,231 -13,763-22.9% -$491.85万 减仓
COR CENCORA INC $1,878.42万1.05%66,380 15,95931.7% $451.61万 加仓
ARMK ARAMARK $2,270.58万1.27%399,048 -143,210-26.4% -$814.86万 减仓
CX CEMEX SAB DE CV $3,599.58万2.02%2,999,651 -184,547-5.8% -$221.46万 减仓
GRFS GRIFOLS S A $5,438.89万3.05%7,682,055 -704,397-8.4% -$498.71万 减仓
NICE NICE LTD $5,857.88万3.29%644,786 113,88221.5% $1,034.62万 加仓
MRSH MARSH & MCLENNAN COS INC $6,410.08万3.60%384,597 384,597— $6,410.08万 新建仓
BF/B BROWN FORMAN CORP $6,550.06万3.68%2,457,810 -2,800,296-53.3% -$7,462.79万 减仓
FMX FOMENTO ECONOMICO MEXICANO S $6,576.80万3.69%514,214 -75,587-12.8% -$966.76万 减仓
IT GARTNER INC $6,896.22万3.87%532,034 -104,728-16.4% -$1,357.48万 减仓
UBER UBER TECHNOLOGIES INC $9,300.44万5.22%1,288,864 1,142,915783.1% $8,247.27万 加仓
HDB HDFC BANK LTD $1.02亿5.72%3,948,039 3,948,039— $1.02亿 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1.74亿9.76%2,864,545 206,1787.8% $1,250.88万 加仓
EXP EAGLE MATLS INC $1.86亿10.43%825,833 48,2876.2% $1,086.46万 加仓
PSMT PRICESMART INC $1.88亿10.56%963,380 -201,454-17.3% -$3,935.20万 减仓
FCN FTI CONSULTING INC $1.99亿11.17%1,335,104 236,02221.5% $3,516.96万 加仓
ELAN ELANCO ANIMAL HEALTH INC $3.21亿18.02%13,046,420 2,552,57124.3% $6,281.88万 加仓