Diff портфелей
Alyeska Investment Group, L.P.
Q1 2026 ⇄ Q2 2026
+150Добавлено
−150Убрано
200Изменён размер
49Без изменений
Добавлено (Q2 2026)
Убрано (находилось в Q1 2026)
Позиции с изменённым размером
| Ценная бумага | Q1 2026 акции | Q2 2026 акции | Изменение |
|---|---|---|---|
| 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% |
| 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% |
| VOYG VOYAGER TECHNOLOGIES INC | 3.01M | 621.02K | -79.3% |
Прямое сравнение количества акций между двумя выбранными кварталами (как отражено в отчётности; дробления акций между отдалёнными кварталами здесь не корректируются — вкладки квартальных изменений на странице управляющего скорректированы с учётом дроблений). Только позиции в обыкновенных акциях с сопоставленными тикерами.
Происхождение: Оба снимка получены из разобранных информационных таблиц 13F данного управляющего (последние принятые версии).
← Вернуться к записи управляющего