Pembelian Institusional
Di mana kepemilikan yang dilaporkan meningkat kuartal ini — posisi baru, basis pemegang yang meluas, keyakinan masuk, dan akumulasi multi-kuartal.
"Membeli" = peningkatan saham yang dilaporkan antara pengajuan 13F yang sebanding di antara manajer yang dilacak — bukan transaksi pasar terbuka yang terkonfirmasi. Q2 2026 · metodologi
Empat sudut pandang berbeda atas kuartal yang sama: berapa banyak manajer yang membuka posisi (luasnya minat baru), bagaimana jumlah total pemegang berubah, siapa yang masuk dengan porsi besar dari portofolionya (keyakinan), dan apa yang telah diakumulasikan selama beberapa kuartal berturut-turut (persistensi).
Posisi baru terbanyak
| # | Efek | Sektor | Posisi baru | Pemegang | Momentum |
|---|---|---|---|---|---|
| 1 | SPCX Space Exploration… | Industrials | +163 | 163 | Strongly Rising |
| 2 | FDXF FedEx Freight Holding… | Industrials | +163 | 163 | Strongly Rising |
| 3 | HONA Honeywell Aerospace Inc | Industrials | +158 | 158 | Rising |
| 4 | TRI Thomson Reuters… | Industrials | +117 | 118 | Strongly Rising |
| 5 | VGNT Versigent PLC | Industrials | +106 | 118 | Strongly Rising |
| 6 | CBRS Cerebras Systems Inc. | Technology | +101 | 101 | Strongly Rising |
| 7 | KEEL Keel Infrastructure Corp. | Technology | +92 | 92 | Rising |
| 8 | WSE Wise Group plc Class A… | Technology | +87 | 87 | Strongly Rising |
| 9 | FRVO Fervo Energy Company | Utilities | +78 | 78 | Strongly Rising |
| 10 | OGC OceanaGold Corporation | Basic Materials | +72 | 72 | Strongly Rising |
| 11 | TGB Trekor Metals Limited | Basic Materials | +71 | 71 | Rising |
| 12 | ARXS Arxis, Inc. Class A… | Industrials | +71 | 71 | Strongly Rising |
| 13 | SA Seabridge Gold Inc. | Basic Materials | +69 | 70 | Strongly Rising |
| 14 | QNT Quantinuum Inc. Class A… | Technology | +68 | 68 | Strongly Rising |
| 15 | XE X-Energy, Inc. Class A… | Industrials | +66 | 66 | Strongly Rising |
| 16 | TRAX | — | +65 | 65 | Strongly Rising |
| 17 | MAIR Madison Air Solutions… | Industrials | +63 | 63 | Strongly Rising |
| 18 | INFQ Infleqtion Inc | Technology | +63 | 87 | Strongly Rising |
| 19 | DRAM Roundhill Memory ETF | Financial Services | +62 | 62 | Rising |
| 20 | AVEX | — | +59 | 59 | Strongly Rising |
| 21 | BXDC | — | +57 | 57 | Rising |
| 22 | AYA | — | +52 | 52 | Rising |
| 23 | YSWY | — | +52 | 52 | Rising |
| 24 | NHP | — | +52 | 52 | Rising |
| 25 | KLRA | — | +51 | 51 | Rising |
Pertumbuhan pemegang terbesar
| Efek | Δ pemegang | Pemegang saat ini | Δ saham |
|---|---|---|---|
| SPCX Space Exploration… | +162 | 163 | +11773.5% |
| FDXF FedEx Freight Holding… | +162 | 163 | +5133.4% |
| HONA Honeywell Aerospace Inc | +158 | 158 | — |
| TRI Thomson Reuters Corporation | +116 | 118 | +4661.7% |
| VGNT Versigent PLC | +103 | 118 | +947.4% |
| CBRS Cerebras Systems Inc. | +100 | 101 | +6347.0% |
| KEEL Keel Infrastructure Corp. | +92 | 92 | — |
| WSE Wise Group plc Class A… | +86 | 87 | +1249.6% |
| FRVO Fervo Energy Company | +77 | 78 | +2332.6% |
| TGB Trekor Metals Limited | +71 | 71 | — |
| OGC OceanaGold Corporation | +71 | 72 | +2708.2% |
| ARXS Arxis, Inc. Class A Common… | +70 | 71 | +2981.5% |
| SA Seabridge Gold Inc. | +68 | 70 | +1674.0% |
| QNT Quantinuum Inc. Class A… | +67 | 68 | +4153.1% |
| XE X-Energy, Inc. Class A… | +65 | 66 | +12051.5% |
| TRAX | +64 | 65 | +19594.2% |
| MAIR Madison Air Solutions… | +62 | 63 | +6913.8% |
| DRAM Roundhill Memory ETF | +62 | 62 | — |
| INFQ Infleqtion Inc | +59 | 87 | +295.9% |
| AVEX | +58 | 59 | +8708.6% |
| BXDC | +57 | 57 | — |
| YSWY | +52 | 52 | — |
| AYA | +52 | 52 | — |
| NHP | +52 | 52 | — |
| KLRA | +51 | 51 | — |
Kolom Δ hanya menggunakan manajer yang hadir di kedua kuartal (set yang sebanding).
Entri dengan keyakinan tinggi
Posisi baru yang masuk pada 2% atau lebih dari nilai ekuitas yang dilaporkan manajer — ukuran yang mengimplikasikan sebuah keputusan, bukan sekadar seleksi.
Akumulasi berkelanjutan
| Efek | Rentetan | Pemegang | Saham yang dipegang |
|---|---|---|---|
| HBAN Huntington Bancshares… | 8 ktr ●●●●●● | 161 | 1.44B |
| SE Sea Limited | 8 ktr ●●●●●● | 159 | 293.31M |
| CDE Coeur Mining, Inc. | 8 ktr ●●●●●● | 158 | 587.32M |
| MSTR Strategy Inc | 8 ktr ●●●●●● | 148 | 172.24M |
| NYT The New York Times Company | 8 ktr ●●●●●● | 142 | 112.30M |
| IOT Samsara Inc. | 8 ktr ●●●●●● | 139 | 313.04M |
| DOCN DigitalOcean Holdings, Inc. | 8 ktr ●●●●●● | 127 | 75.52M |
| POR Portland General Electric… | 8 ktr ●●●●●● | 126 | 92.79M |
| PL Planet Labs PBC | 8 ktr ●●●●●● | 125 | 153.61M |
| DUOL Duolingo, Inc. | 8 ktr ●●●●●● | 116 | 31.32M |
| JOBY Joby Aviation, Inc. | 8 ktr ●●●●●● | 114 | 316.57M |
| AXTA Axalta Coating Systems Ltd. | 8 ktr ●●●●●● | 113 | 155.71M |
| LASR nLIGHT, Inc. | 8 ktr ●●●●●● | 112 | 30.21M |
| NOK Nokia Oyj | 8 ktr ●●●●●● | 111 | 620.13M |
| COHU Cohu, Inc. | 8 ktr ●●●●●● | 111 | 38.37M |
| OLN Olin Corporation | 8 ktr ●●●●●● | 111 | 80.65M |
| SMR NuScale Power Corporation | 8 ktr ●●●●●● | 110 | 135.85M |
| BCRX BioCryst Pharmaceuticals… | 8 ktr ●●●●●● | 109 | 139.04M |
| ROAD Construction Partners, Inc. | 8 ktr ●●●●●● | 108 | 36.86M |
| LTH Life Time Group Holdings… | 8 ktr ●●●●●● | 105 | 119.75M |
| HYG iShares iBoxx $ High Yield… | 8 ktr ●●●●●● | 104 | 163.88M |
| UUUU Energy Fuels Inc. | 8 ktr ●●●●●● | 104 | 122.53M |
| VECO Veeco Instruments Inc. | 8 ktr ●●●●●● | 103 | 51.94M |
| EQX Equinox Gold Corp. | 8 ktr ●●●●●● | 103 | 237.11M |
| IWF iShares Russell 1000 Growth… | 8 ktr ●●●●●● | 102 | 573.18M |
Jumlah kuartal berturut-turut dengan peningkatan agregat saham yang dilacak. Deskripsi historis, bukan prediksi.
Asal-usul data: Semua daftar dihitung dari posisi saham biasa 13F, set manajer yang sebanding, periode pelaporan Q2 2026. Sisi penjual →