So sánh danh mục
1832 Asset Management L.P.
Q1 2026 ⇄ Q2 2026
+70Đã thêm
−77Đã loại bỏ
200Đã điều chỉnh kích thước
59Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| 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% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
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