مقارنة المحفظة
Alyeska Investment Group, L.P.
Q1 2026 ⇄ Q2 2026
+150تمت الإضافة
−150محذوف
200تمت إعادة الحجم
54دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| BA BOEING CO | 2.04K | 445.37K | +21742.7% |
| EQH EQUITABLE HLDGS INC | 24.05K | 1.37M | +5578.5% |
| TNGX TANGO THERAPEUTICS INC | 17.20K | 691.11K | +3918.5% |
| LEGN LEGEND BIOTECH CORP | 10.51K | 307.47K | +2826.7% |
| AR ANTERO RESOURCES CORP | 64.51K | 1.81M | +2711.6% |
| EVR EVERCORE INC | 3.74K | 100.02K | +2573.5% |
| TEX TEREX CORP NEW | 13.38K | 331.70K | +2378.9% |
| CB CHUBB LIMITED | 6.10K | 135.91K | +2128.3% |
| ROKU ROKU INC | 4.04K | 69.83K | +1629.8% |
| AVGO BROADCOM INC | 30.39K | 518.73K | +1606.9% |
| PECO PHILLIPS EDISON & CO INC | 57.30K | 970.00K | +1592.9% |
| HLI HOULIHAN LOKEY INC | 10.81K | 171.14K | +1483.7% |
| MRX MAREX GROUP PLC | 16.91K | 244.69K | +1346.8% |
| INTC INTEL CORP | 32.43K | 464.26K | +1331.6% |
| COF CAPITAL ONE FINL CORP | 67.02K | 790.55K | +1079.6% |
| SYY SYSCO CORP | 47.91K | 490.61K | +924.0% |
| P EVERPURE INC | 135.85K | 1.34M | +889.1% |
| SNX TD SYNNEX CORPORATION | 36.35K | 358.31K | +885.7% |
| NP NEPTUNE INS HLDGS INC | 50.00K | 375.00K | +650.0% |
| OUT OUTFRONT MEDIA INC | 158.78K | 963.30K | +506.7% |
| TEL TE CONNECTIVITY PLC | 164.75K | 849.22K | +415.4% |
| CHKP CHECK POINT SOFTWARE… | 213.16K | 1.07M | +399.7% |
| EXR EXTRA SPACE STORAGE INC | 170.34K | 815.89K | +379.0% |
| SANM SANMINA CORP | 108.30K | 504.07K | +365.4% |
| PPTA PERPETUA RESOURCES CORP | 237.26K | 1.10M | +363.4% |
| BIDU BAIDU INC | 296.45K | 1.21M | +307.9% |
| INSM INSMED INC | 48.12K | 190.26K | +295.4% |
| GDS GDS HLDGS LTD | 400.00K | 1.55M | +288.6% |
| KO COCA COLA CO | 366.21K | 1.36M | +270.8% |
| MIR MIRION TECHNOLOGIES INC | 2.70M | 9.53M | +252.9% |
| NESR NATIONAL ENERGY… | 546.45K | 1.91M | +250.1% |
| ADSK AUTODESK INC | 196.15K | 683.23K | +248.3% |
| OXY OCCIDENTAL PETE CORP | 560.54K | 1.89M | +237.6% |
| PSX PHILLIPS 66 | 105.50K | 345.11K | +227.1% |
| HP HELMERICH & PAYNE INC | 480.98K | 1.53M | +217.4% |
| TMO THERMO FISHER… | 124.94K | 376.07K | +201.0% |
| IONS IONIS PHARMACEUTICALS… | 473.15K | 1.42M | +199.7% |
| CDW CDW CORP | 624.43K | 1.85M | +197.1% |
| EOSE EOS ENERGY ENTERPRISES… | 694.97K | 2.04M | +194.3% |
| DNTH DIANTHUS THERAPEUTICS… | 52.25K | 150.59K | +188.2% |
| WFC WELLS FARGO & CO | 108.75K | 307.76K | +183.0% |
| AHR AMERICAN HEALTHCARE… | 1.28M | 3.60M | +181.8% |
| MWH SOLV ENERGY INC | 120.00K | 336.65K | +180.5% |
| ARTV ARTIVA BIOTHERAPEUTICS… | 100.00K | 273.62K | +173.6% |
| KEY KEYCORP | 1.68M | 4.60M | +173.2% |
| AMT AMERICAN TOWER CORP | 303.83K | 828.42K | +172.7% |
| TRGP TARGA RES CORP | 60.78K | 150.22K | +147.2% |
| FRPT FRESHPET INC | 224.14K | 552.40K | +146.5% |
| COHR COHERENT CORP | 72.71K | 177.92K | +144.7% |
| MAMA MAMAS CREATIONS INC | 400.00K | 950.00K | +137.5% |
| STX SEAGATE TECHNOLOGY… | 125.08K | 291.44K | +133.0% |
| MDLN MEDLINE INC | 2.94M | 6.81M | +131.8% |
| ELV ELEVANCE HEALTH INC… | 75.00K | 173.84K | +131.8% |
| CELC CELCUITY INC | 75.18K | 170.85K | +127.2% |
| MKC MCCORMICK & CO INC | 1.82M | 3.98M | +119.2% |
| MIRM MIRUM PHARMACEUTICALS… | 34.05K | 73.96K | +117.2% |
| ALM ALMONTY INDS INC | 240.00K | 518.92K | +116.2% |
| MSFT MICROSOFT CORP | 621.21K | 1.34M | +115.4% |
| LYV LIVE NATION… | 60.59K | 129.72K | +114.1% |
| ISRG INTUITIVE SURGICAL INC | 501.44K | 1.07M | +112.6% |
| WFRD WEATHERFORD INTL PLC | 458.32K | 926.74K | +102.2% |
| IEX IDEX CORP | 517.65K | 1.04M | +101.4% |
| DFLI DRAGONFLY ENERGY… | 250.27K | 500.00K | +99.8% |
| TECH BIO-TECHNE CORP | 659.05K | 3.69K | -99.4% |
| BLK BLACKROCK INC | 50.18K | 607 | -98.8% |
| PVLA PALVELLA THERAPEUTICS… | 179.92K | 2.22K | -98.8% |
| MU MICRON TECHNOLOGY INC | 2.00M | 25.96K | -98.7% |
| NAKA NAKAMOTO INC | 25.61M | 333.72K | -98.7% |
| CAH CARDINAL HEALTH INC | 301.12K | 7.07K | -97.7% |
| TTD THE TRADE DESK INC | 5.63M | 11.12M | +97.5% |
| FIX COMFORT SYS USA INC | 11.82K | 293 | -97.5% |
| IDXX IDEXX LABS INC | 203.27K | 401.08K | +97.3% |
| MTZ MASTEC INC | 87.49K | 2.50K | -97.1% |
| PWR QUANTA SVCS INC | 91.97K | 2.95K | -96.8% |
| CART MAPLEBEAR INC | 288.22K | 10.14K | -96.5% |
| WTFC WINTRUST FINL CORP | 176.03K | 345.49K | +96.3% |
| UNH UNITEDHEALTH GROUP INC | 106.75K | 4.46K | -95.8% |
| WSC WILLSCOT HLDGS CORP | 1.56M | 3.05M | +95.5% |
| ENPH ENPHASE ENERGY INC | 5.85M | 307.23K | -94.7% |
| CRML CRITICAL METALS CORP | 185.42K | 10.00K | -94.6% |
| MBAV M3BRIGADE ACQUISITION V… | 1.00M | 54.38K | -94.6% |
| G GENPACT LIMITED | 283.72K | 18.44K | -93.5% |
| AKAM AKAMAI TECHNOLOGIES INC | 633.15K | 42.16K | -93.3% |
| RPM RPM INTL INC | 44.55K | 86.02K | +93.1% |
| HOOD ROBINHOOD MKTS INC | 7.95M | 572.94K | -92.8% |
| FFIV F5 INC | 310.52K | 23.31K | -92.5% |
| OVV OVINTIV INC | 1.71M | 128.91K | -92.5% |
| MS MORGAN STANLEY | 1.12M | 85.41K | -92.4% |
| ICE INTERCONTINENTAL… | 263.52K | 20.30K | -92.3% |
| AVR ANTERIS TECHNOLOGIES… | 750.00K | 57.92K | -92.3% |
| TWLO TWILIO INC | 907.80K | 79.07K | -91.3% |
| INFQ INFLEQTION INC | 5.00M | 464.63K | -90.7% |
| SLMT BRERA HOLDINGS PLC | 1.99M | 199.34K | -90.0% |
| ILMN ILLUMINA INC | 306.37K | 581.73K | +89.9% |
| QLYS QUALYS INC | 304.68K | 33.62K | -89.0% |
| DNLI DENALI THERAPEUTICS INC | 1.94M | 219.33K | -88.7% |
| TARA PROTARA THERAPEUTICS INC | 350.00K | 39.73K | -88.6% |
| VRNS VARONIS SYS INC | 2.63M | 301.10K | -88.5% |
| GE GE AEROSPACE | 289.33K | 35.01K | -87.9% |
| ARWR ARROWHEAD… | 472.87K | 58.72K | -87.6% |
| NUCL EAGLE NUCLEAR ENERGY… | 2.92M | 373.01K | -87.2% |
| AMBQ AMBIQ MICRO INC | 78.31K | 10.33K | -86.8% |
| BWA BORGWARNER INC | 704.94K | 1.32M | +86.7% |
| ACHR ARCHER AVIATION INC | 4.73M | 635.77K | -86.6% |
| BRKR BRUKER CORP | 757.16K | 1.41M | +86.2% |
| MRNA MODERNA INC | 4.05M | 560.82K | -86.2% |
| CBRE CBRE GROUP INC | 555.32K | 78.27K | -85.9% |
| NOK NOKIA CORP | 6.82M | 970.87K | -85.8% |
| JAN JANUS LIVING INC | 1.45M | 2.68M | +85.1% |
| GRAL GRAIL INC | 645.46K | 105.00K | -83.7% |
| WDC WESTERN DIGITAL CORP | 155.28K | 26.28K | -83.1% |
| DOC HEALTHPEAK PROPERTIES… | 5.62M | 975.86K | -82.6% |
| PINS PINTEREST INC | 2.66M | 466.86K | -82.4% |
| FRMI FERMI INC | 1.58M | 2.89M | +82.4% |
| CHRW C H ROBINSON WORLDWIDE… | 315.98K | 571.23K | +80.8% |
| C CITIGROUP INC | 545.25K | 105.10K | -80.7% |
| KTOS KRATOS DEFENSE & SEC… | 643.18K | 1.16M | +80.4% |
| TCBI TEXAS CAP BANCSHARES INC | 501.13K | 100.27K | -80.0% |
| SKYX SKYX PLATFORMS CORP | 7.69M | 1.56M | -79.8% |
| ABCL ABCELLERA BIOLOGICS INC | 2.59M | 526.58K | -79.7% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
← العودة إلى سجل المدير