Diff de portefeuille
Aberdeen Group plc
Q1 2026 ⇄ Q2 2026
+47Ajouté
−44Supprimé
200Redimensionné
22Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 26.95K | 666.17K | +2371.4% |
| HIW HIGHWOODS PPTYS INC | 39.69K | 641.11K | +1515.5% |
| KLAC KLA CORP | 123.78K | 1.14M | +823.9% |
| ORKA ORUKA THERAPEUTICS INC | 75.68K | 646.94K | +754.8% |
| SOFI SOFI TECHNOLOGIES INC | 12.17K | 48.91K | +301.9% |
| IIPR INNOVATIVE INDL PPTYS… | 9.64K | 34.31K | +256.1% |
| ALLO ALLOGENE THERAPEUTICS… | 1.46M | 5.00M | +242.1% |
| PALI PALISADE BIO INC | 662.90K | 1.91M | +188.2% |
| LXEO LEXEO THERAPEUTICS INC | 245.90K | 675.09K | +174.5% |
| PRQR PROQR THRAPEUTICS N V | 3.32M | 8.93M | +169.3% |
| SMMT SUMMIT THERAPEUTICS INC | 665.36K | 1.69M | +154.5% |
| CW CURTISS WRIGHT CORP | 381 | 961 | +152.2% |
| IONS IONIS PHARMACEUTICALS… | 113.84K | 277.40K | +143.7% |
| TIGO MILLICOM INTL CELLULAR… | 8.93K | 21.48K | +140.6% |
| TSHA TAYSHA GENE THERAPIES… | 1.02M | 2.33M | +127.9% |
| IOT SAMSARA INC | 8.28K | 18.80K | +127.0% |
| SGP SPYGLASS PHARMA INC | 220.45K | 493.08K | +123.7% |
| CVNA CARVANA CO | 33.89K | 75.21K | +121.9% |
| FTAI FTAI AVIATION LTD | 1.11K | 2.36K | +112.8% |
| INSM INSMED INC | 277.02K | 577.44K | +108.4% |
| WGS GENEDX HOLDINGS CORP | 230.10K | 457.20K | +98.7% |
| YMM FULL TRUCK ALLIANCE CO… | 175.77K | 346.50K | +97.1% |
| SPY STATE STR SPDR S&P 500… | 2.12K | 4.14K | +95.5% |
| IWM ISHARES TR | 3.28K | 6.42K | +95.4% |
| TEM TEMPUS AI INC | 153.42K | 295.63K | +92.7% |
| GFS GLOBALFOUNDRIES INC | 37.38K | 2.97K | -92.1% |
| LGND LIGAND PHARMACEUTICALS… | 90.04K | 172.48K | +91.6% |
| IMUX IMMUNIC INC | 8.24M | 824.39K | -90.0% |
| IRM IRON MTN INC DEL | 371.21K | 691.51K | +86.3% |
| FCNCA FIRST CTZNS BANCSHARES… | 1.52K | 211 | -86.1% |
| RTX RTX CORPORATION | 626.30K | 92.37K | -85.3% |
| ALB ALBEMARLE CORP | 7.49K | 13.84K | +84.8% |
| CSL CARLISLE COS INC | 11.47K | 21.16K | +84.5% |
| ASND ASCENDIS PHARMA A/S | 210.15K | 36.51K | -82.6% |
| CPNG COUPANG INC | 215.16K | 37.77K | -82.4% |
| BRK-A BERKSHIRE HATHAWAY INC… | 51 | 9 | -82.4% |
| RBLX ROBLOX CORP | 122.84K | 23.87K | -80.6% |
| HEI HEICO CORP NEW | 8.84K | 1.72K | -80.5% |
| TVTX TRAVERE THERAPEUTICS INC | 557.15K | 124.86K | -77.6% |
| CHTR CHARTER COMMUNICATIONS… | 32.13K | 7.45K | -76.8% |
| NVR NVR INC | 834 | 202 | -75.8% |
| DVN DEVON ENERGY CORP NEW | 334.39K | 586.61K | +75.4% |
| CYTK CYTOKINETICS INC | 483.27K | 119.44K | -75.3% |
| L LOEWS CORP | 44.39K | 11.42K | -74.3% |
| MSTR STRATEGY INC | 58.21K | 15.11K | -74.1% |
| IBN ICICI BANK LIMITED | 422.70K | 110.32K | -73.9% |
| LEN LENNAR CORP | 69.99K | 18.75K | -73.2% |
| PHM PULTE GROUP INC | 60.89K | 16.42K | -73.0% |
| ROP ROPER TECHNOLOGIES INC | 32.24K | 8.93K | -72.3% |
| UEC URANIUM ENERGY CORP | 15.53K | 26.73K | +72.2% |
| MMM 3M CO | 263.62K | 73.94K | -72.0% |
| CNHI CNH INDL N V | 285.45K | 81.32K | -71.5% |
| VST VISTRA CORP | 112.07K | 32.39K | -71.1% |
| ARQT ARCUTIS BIOTHERAPEUTICS… | 645.07K | 1.10M | +70.3% |
| FFIV F5 INC | 39.21K | 11.85K | -69.8% |
| LIVN LIVANOVA PLC | 25.85K | 7.82K | -69.8% |
| MAZE MAZE THERAPEUTICS INC | 226.23K | 383.77K | +69.6% |
| WTRG ESSENTIAL UTILS INC | 134.90K | 227.50K | +68.6% |
| VIAV VIAVI SOLUTIONS INC | 802.61K | 253.89K | -68.4% |
| TTD THE TRADE DESK INC | 103.03K | 32.83K | -68.1% |
| GEV GE VERNOVA INC | 116.73K | 37.66K | -67.7% |
| TASK TASKUS INC | 1.36M | 439.54K | -67.7% |
| NLY ANNALY CAPITAL… | 135.41K | 223.91K | +65.4% |
| DD DUPONT DE NEMOURS INC | 560.12K | 194.53K | -65.3% |
| SOLV SOLVENTUM CORP | 18.27K | 6.36K | -65.2% |
| IHS IHS HOLDING LIMITED | 1.87M | 662.75K | -64.5% |
| SUPN SUPERNUS PHARMACEUTICALS | 275.56K | 453.21K | +64.5% |
| MAS MASCO CORP | 22.83K | 37.47K | +64.1% |
| LII LENNOX INTL INC | 7.61K | 2.75K | -63.9% |
| HEI-A HEICO CORP NEW | 20.80K | 7.51K | -63.9% |
| GPCR STRUCTURE THERAPEUTICS… | 391.81K | 639.91K | +63.3% |
| PCVX VAXCYTE INC | 978.97K | 362.76K | -62.9% |
| COIN COINBASE GLOBAL INC | 49.48K | 18.86K | -61.9% |
| HSAI HESAI GROUP | 61.14K | 23.34K | -61.8% |
| VRSN VERISIGN INC | 20.84K | 8.19K | -60.7% |
| CDE COEUR MNG INC | 10.69K | 17.05K | +59.5% |
| WVE WAVE LIFE SCIENCES LTD | 550.00K | 876.46K | +59.4% |
| BG BUNGE GLOBAL SA | 52.63K | 21.61K | -58.9% |
| BAP CREDICORP LTD | 216.07K | 340.32K | +57.5% |
| HOOD ROBINHOOD MKTS INC | 189.62K | 83.56K | -55.9% |
| FDS FACTSET RESH SYS INC | 3.55K | 1.60K | -54.9% |
| SO SOUTHERN CO | 441.26K | 199.43K | -54.8% |
| SWKS SKYWORKS SOLUTIONS INC | 20.95K | 9.69K | -53.7% |
| SMA SMARTSTOP SELF STORAG… | 741.55K | 348.73K | -53.0% |
| BHVN BIOHAVEN LTD | 771.45K | 365.52K | -52.6% |
| GEHC GE HEALTHCARE… | 337.40K | 160.08K | -52.6% |
| VTRS VIATRIS INC | 155.94K | 74.74K | -52.1% |
| NI NISOURCE INC | 462.86K | 225.14K | -51.4% |
| RS RELIANCE INC | 2.45K | 3.70K | +50.9% |
| APP APPLOVIN CORP | 63.70K | 31.34K | -50.8% |
| TEVA TEVA PHARMACEUTICAL… | 163.50K | 81.08K | -50.4% |
| DEC DIVERSIFIED ENERGY CO | 814.06K | 404.16K | -50.4% |
| SION SIONNA THERAPEUTICS INC | 564.17K | 284.14K | -49.6% |
| MTRN MATERION CORP | 164.43K | 83.65K | -49.1% |
| CHRW C H ROBINSON WORLDWIDE… | 60.98K | 31.05K | -49.1% |
| LNT ALLIANT ENERGY CORP | 84.44K | 43.18K | -48.9% |
| ATS ATS CORPORATION | 26.24K | 13.48K | -48.6% |
| PVLA PALVELLA THERAPEUTICS… | 81.08K | 120.24K | +48.3% |
| AXSM AXSOME THERAPEUTICS INC. | 149.69K | 78.24K | -47.7% |
| DIA STATE STR SPDR DOW… | 3.09K | 1.64K | -46.8% |
| CDNA CAREDX INC | 417.74K | 224.83K | -46.2% |
| XEL XCEL ENERGY INC | 200.64K | 108.23K | -46.1% |
| BRK-B BERKSHIRE HATHAWAY INC… | 331.78K | 179.75K | -45.8% |
| SQM SOCIEDAD QUIMICA Y… | 249.10K | 138.34K | -44.5% |
| COGT COGENT BIOSCIENCES INC | 272.71K | 393.23K | +44.2% |
| HRL HORMEL FOODS CORP | 62.47K | 35.05K | -43.9% |
| RKLB ROCKET LAB CORP | 27.81K | 40.01K | +43.8% |
| FAST FASTENAL CO | 1.88M | 2.70M | +43.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 8.29K | 4.77K | -42.5% |
| DHI D R HORTON INC | 172.77K | 245.75K | +42.2% |
| HST HOST HOTELS & RESORTS… | 1.02M | 1.45M | +41.9% |
| TXRH TEXAS ROADHOUSE INC | 124.59K | 72.55K | -41.8% |
| WEC WEC ENERGY GROUP INC | 167.22K | 98.70K | -41.0% |
| D DOMINION ENERGY INC | 442.17K | 263.73K | -40.4% |
| RCKT ROCKET PHARMACEUTICALS… | 664.82K | 397.73K | -40.2% |
| KKR KKR & CO INC | 297.05K | 177.81K | -40.1% |
| LSCC LATTICE SEMICONDUCTOR… | 378.03K | 226.90K | -40.0% |
| ATMU ATMUS FILTRATION… | 372.79K | 521.72K | +39.9% |
| ALHC ALIGNMENT HEALTHCARE INC | 413.04K | 577.05K | +39.7% |
| FN FABRINET | 70.96K | 44.05K | -37.9% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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