Diff de portfólio
1832 Asset Management L.P.
Q1 2026 ⇄ Q2 2026
+70Adicionado
−77Removida
200Redimensionado
59Inalterado
Adicionado (Q2 2026)
Removida (era mantido em Q1 2026)
Posições redimensionadas
| Valor mobiliário | Q1 2026 ações | Q2 2026 ações | Variação |
|---|---|---|---|
| BNY BANK OF NY MELLON CORP | 4.98K | 1.01M | +20176.9% |
| FLEX FLEX LTD | 10.80K | 905.66K | +8285.7% |
| JBHT HUNT J B TRANS SVCS INC | 2.58K | 190.98K | +7296.4% |
| USB US BANCORP | 23.82K | 1.65M | +6846.4% |
| CMI CUMMINS INC | 1.99K | 86.65K | +4258.7% |
| VIK VIKING HOLDINGS LTD | 22.40K | 961.18K | +4191.0% |
| STT STATE STR CORP | 4.60K | 153.48K | +3236.6% |
| TER TERADYNE INC | 16.40K | 525.48K | +3104.1% |
| PNC PNC FINL SVCS GROUP INC | 16.47K | 496.31K | +2913.9% |
| PANW PALO ALTO NETWORKS INC | 20.82K | 567.73K | +2626.3% |
| BKNG BOOKING HOLDINGS INC | 53.61K | 1.33M | +2378.1% |
| GS GOLDMAN SACHS GROUP INC | 2.05K | 49.07K | +2290.3% |
| DAL DELTA AIR LINES INC | 78.95K | 1.83M | +2219.0% |
| TRV TRAVELERS COMPANIES INC | 15.98K | 366.57K | +2193.8% |
| MS MORGAN STANLEY | 29.36K | 500.21K | +1603.6% |
| CSX CSX CORP | 308.65K | 3.19M | +933.0% |
| BEP BROOKFIELD RENEWABLE… | 88.63K | 902.93K | +918.8% |
| IONQ IONQ INC | 8.90K | 89.90K | +910.1% |
| KLAC KLA CORP | 198.46K | 1.97M | +894.1% |
| COHR COHERENT CORP | 58.36K | 511.15K | +775.8% |
| APH AMPHENOL CORP | 129.46K | 1.13M | +771.1% |
| AMP AMERIPRISE FINL INC | 1.26K | 9.84K | +677.8% |
| HWM HOWMET AEROSPACE INC | 47.38K | 367.74K | +676.1% |
| DOCN DIGITALOCEAN HLDGS INC | 83.60K | 648.80K | +676.1% |
| CDE COEUR MNG INC | 22.17K | 166.80K | +652.4% |
| GE GE AEROSPACE | 64.72K | 449.52K | +594.6% |
| TPR TAPESTRY INC | 7.58K | 43.33K | +471.7% |
| FCX FREEPORT MCMORAN INC | 16.79K | 86.16K | +413.1% |
| STX SEAGATE TECHNOLOGY… | 10.84K | 51.23K | +372.7% |
| GD GENERAL DYNAMICS CORP | 3.30K | 14.32K | +334.4% |
| SPG SIMON PPTY GROUP INC NEW | 108.73K | 446.55K | +310.7% |
| FSV FIRSTSERVICE CORP NEW | 418.05K | 1.68M | +302.9% |
| LLY ELI LILLY & CO | 100.97K | 396.98K | +293.2% |
| CVNA CARVANA CO | 160.05K | 629.15K | +293.1% |
| VO VANGUARD INDEX FDS | 549.72K | 2.16M | +292.5% |
| LRCX LAM RESEARCH CORP | 130.88K | 486.05K | +271.4% |
| FROG JFROG LTD | 326.30K | 1.18M | +262.9% |
| ODFL OLD DOMINION FREIGHT… | 174.18K | 568.52K | +226.4% |
| ALC ALCON AG | 473.46K | 1.51M | +218.4% |
| ATI ATI INC | 151.51K | 459.48K | +203.3% |
| SKE SKEENA RES LTD NEW | 180.00K | 502.00K | +178.9% |
| ABBV ABBVIE INC | 281.60K | 775.39K | +175.4% |
| C CITIGROUP INC | 490.05K | 1.35M | +175.1% |
| CVE CENOVUS ENERGY INC | 3.27M | 8.44M | +158.3% |
| KRYS KRYSTAL BIOTECH INC | 42.60K | 99.30K | +133.1% |
| DIS DISNEY WALT CO | 132.01K | 301.31K | +128.3% |
| BURL BURLINGTON STORES INC | 40.30K | 85.00K | +110.9% |
| HBM HUDBAY MINERALS INC | 355.20K | 745.74K | +109.9% |
| VNOM VIPER ENERGY INC | 67.20K | 141.00K | +109.8% |
| BKLN INVESCO EXCH TRADED FD… | 83.09K | 166.09K | +99.9% |
| TSEM TOWER SEMICONDUCTOR LTD | 115.19K | 828 | -99.3% |
| CBOE CBOE GLOBAL MKTS INC | 351.50K | 3.88K | -98.9% |
| IBM INTERNATIONAL BUSINESS… | 80.29K | 900 | -98.9% |
| OZK BANK OZK LITTLE ROCK ARK | 1.64M | 26.47K | -98.4% |
| PLTR PALANTIR TECHNOLOGIES… | 891.61K | 19.71K | -97.8% |
| VRT VERTIV HOLDINGS CO | 649.98K | 16.20K | -97.5% |
| RIO RIO TINTO PLC | 640.08K | 17.23K | -97.3% |
| AEP AMERICAN ELEC PWR CO INC | 1.18M | 33.50K | -97.2% |
| CVX CHEVRON CORPORATION | 1.10M | 31.73K | -97.1% |
| SLB SLB LIMITED | 1.94M | 65.00K | -96.6% |
| WDC WESTERN DIGITAL CORP | 175.01K | 6.50K | -96.3% |
| BROS DUTCH BROS INC | 1.03M | 2.01M | +95.3% |
| CW CURTISS WRIGHT CORP | 46.32K | 2.56K | -94.5% |
| VMC VULCAN MATLS CO | 312.50K | 20.30K | -93.5% |
| MICC MAGNUM ICE CREAM CO NV | 161.71K | 12.01K | -92.6% |
| SN SHARKNINJA INC | 38.63K | 3.08K | -92.0% |
| IEMG ISHARES INC | 159.63K | 306.06K | +91.7% |
| QCOM QUALCOMM INC | 16.47K | 1.40K | -91.5% |
| VONV VANGUARD SCOTTSDALE FDS | 3.62K | 6.92K | +91.1% |
| AZN ASTRAZENECA PLC | 641.32K | 1.22M | +89.6% |
| CCJ CAMECO CORP | 1.03M | 1.94M | +89.2% |
| ROST ROSS STORES INC | 670.93K | 76.42K | -88.6% |
| DVN DEVON ENERGY CORP NEW | 185.49K | 348.37K | +87.8% |
| ARGX ARGENX SE | 84.20K | 157.94K | +87.6% |
| NU NU HLDGS LTD | 4.61M | 617.03K | -86.6% |
| TDY TELEDYNE TECHNOLOGIES… | 27.20K | 3.70K | -86.4% |
| APO APOLLO GLOBAL MGMT INC | 13.16K | 1.87K | -85.8% |
| NFLX NETFLIX INC. | 4.64M | 718.08K | -84.5% |
| NET CLOUDFLARE INC | 1.21M | 192.80K | -84.1% |
| AXON AXON ENTERPRISE INC | 300.35K | 48.65K | -83.8% |
| APP APPLOVIN CORP | 155.17K | 25.30K | -83.7% |
| TSLA TESLA INC | 146.11K | 25.09K | -82.8% |
| AXSM AXSOME THERAPEUTICS INC. | 143.80K | 28.00K | -80.5% |
| TSCO TRACTOR SUPPLY CO | 41.25K | 8.17K | -80.2% |
| PWR QUANTA SVCS INC | 189.65K | 37.90K | -80.0% |
| XONA.DE EXXON MOBIL CORP | 2.54M | 525.97K | -79.3% |
| HNGE HINGE HEALTH INC | 178.05K | 38.05K | -78.6% |
| Q QNITY ELECTRONICS INC | 15.99K | 3.46K | -78.3% |
| UAL UNITED AIRLS HLDGS INC | 31.88K | 6.95K | -78.2% |
| KEX KIRBY CORP | 10.57K | 2.35K | -77.8% |
| WDAY WORKDAY INC | 143.80K | 32.20K | -77.6% |
| SPGI S&P GLOBAL INC | 145.39K | 254.61K | +75.1% |
| TOST TOAST INC | 1.73M | 438.30K | -74.7% |
| VLO VALERO ENERGY CORP | 1.33M | 340.95K | -74.4% |
| TT TRANE TECHNOLOGIES PLC | 1.79K | 461 | -74.2% |
| SPY STATE STR SPDR S&P 500… | 58.09K | 99.83K | +71.9% |
| CTAS CINTAS CORP | 119.16K | 34.20K | -71.3% |
| IFF INTERNATIONAL… | 78.88K | 22.99K | -70.8% |
| MU MICRON TECHNOLOGY INC | 464.55K | 141.53K | -69.5% |
| MRSH MARSH & MCLENNAN COS INC | 13.60K | 4.20K | -69.1% |
| MCO MOODYS CORP | 104.08K | 175.38K | +68.5% |
| TU TELUS CORPORATION | 24.82M | 8.04M | -67.6% |
| IOT SAMSARA INC | 4.33M | 1.45M | -66.4% |
| CAVA CAVA GROUP INC | 1.52M | 2.53M | +66.2% |
| CIEN CIENA CORP | 287.40K | 100.80K | -64.9% |
| MAA MID-AMER APT CMNTYS INC | 1.05M | 1.73M | +64.7% |
| ARES ARES MANAGEMENT… | 257.70K | 91.40K | -64.5% |
| ERO ERO COPPER CORP | 350.00K | 570.00K | +62.9% |
| WMT WALMART INC | 1.72M | 645.15K | -62.5% |
| ADI ANALOG DEVICES INC | 512.64K | 198.29K | -61.3% |
| HDB HDFC BANK LTD | 3.58M | 5.76M | +61.2% |
| CB CHUBB LIMITED | 689.67K | 267.99K | -61.1% |
| KEYS KEYSIGHT TECHNOLOGIES… | 385.24K | 151.42K | -60.7% |
| UNP UNION PAC CORP | 423.33K | 676.18K | +59.7% |
| IEFA ISHARES TR | 1.18M | 480.72K | -59.2% |
| QQQ INVESCO QQQ TR | 4.60K | 7.32K | +59.1% |
| TTE TOTALENERGIES SE | 1.21M | 509.26K | -57.9% |
| NBIS NEBIUS GROUP N.V. | 260.70K | 410.90K | +57.6% |
| BMY BRISTOL-MYERS SQUIBB CO | 124.31K | 52.98K | -57.4% |
| BAM BROOKFIELD ASSET… | 807.92K | 1.27M | +57.1% |
Comparação bruta de quantidade de ações entre os dois trimestres selecionados (conforme reportado; desdobramentos entre trimestres distantes não são ajustados aqui — as abas de variação trimestral na página do gestor são ajustadas por desdobramento). Apenas posições em ações ordinárias com tickers mapeados.
Proveniência: Ambos os instantâneos provêm das tabelas de informação do 13F analisadas do gestor (versões mais recentes aceitas).
← Voltar ao registro do gestor