Portfolio diff
Amundi
Q1 2026 ⇄ Q2 2026
+150Added
−128Removed
200Resized
76Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| SITM SITIME CORP | 1.78K | 6.30M | +353963.4% |
| QFIN QFIN HOLDINGS INC | 19.92K | 4.08M | +20353.7% |
| CAI CARIS LIFE SCIENCES INC | 20.97K | 1.22M | +5709.5% |
| ECPG ENCORE CAP GROUP INC | 9.41K | 304.20K | +3134.1% |
| BKNG BOOKING HOLDINGS INC | 201.94K | 5.92M | +2833.0% |
| PARR PAR PAC HOLDINGS INC | 11.62K | 326.32K | +2707.8% |
| AAL AMERICAN AIRLINES GROUP… | 46.14K | 1.18M | +2450.9% |
| TECH BIO-TECHNE CORP | 72.31K | 1.83M | +2426.8% |
| MDLN MEDLINE INC | 30.51K | 742.66K | +2334.2% |
| TXNM TXNM ENERGY INC | 6.58K | 132.32K | +1911.2% |
| KNX KNIGHT-SWIFT TRANSN… | 10.96K | 193.07K | +1660.8% |
| RITM RITHM CAPITAL CORP | 65.99K | 1.13M | +1611.2% |
| UNFI UNITED NAT FOODS INC | 12.17K | 193.43K | +1489.8% |
| KSS KOHLS CORP | 34.18K | 515.83K | +1409.3% |
| NWN NORTHWEST NAT HLDG CO | 11.74K | 162.51K | +1283.8% |
| UNM UNUM GROUP | 27.44K | 340.44K | +1140.5% |
| BNL BROADSTONE NET LEASE INC | 90.00K | 1.09M | +1115.8% |
| DXC DXC TECHNOLOGY CO | 45.50K | 539.02K | +1084.6% |
| XPO XPO INC | 13.20K | 153.89K | +1066.2% |
| ADT ADT INC DEL | 142.77K | 1.62M | +1033.8% |
| FNB F N B CORP | 35.37K | 382.19K | +980.6% |
| NET CLOUDFLARE INC | 1.71M | 18.28M | +971.0% |
| CMBT CMB.TECH NV | 19.42K | 202.75K | +944.0% |
| CRCL CIRCLE INTERNET GROUP… | 98.51K | 971.22K | +885.9% |
| R RYDER SYS INC | 11.58K | 100.10K | +764.3% |
| CELH CELSIUS HLDGS INC | 43.75K | 377.72K | +763.4% |
| CLF CLEVELAND-CLIFFS INC NEW | 16.78K | 144.19K | +759.3% |
| KLAC KLA CORP | 1.10M | 9.37M | +754.0% |
| AGX ARGAN INC | 2.30K | 18.52K | +704.0% |
| SOBO SOUTH BOW CORP | 8.90K | 70.89K | +696.5% |
| HLNE HAMILTON LANE INC | 24.17K | 178.65K | +639.2% |
| TMC TMC THE METALS COMPANY… | 44.19K | 320.67K | +625.7% |
| ANIP ANI PHARMACEUTICALS INC | 4.57K | 31.79K | +595.5% |
| FN FABRINET | 7.06K | 46.78K | +562.7% |
| BEN FRANKLIN RESOURCES INC | 99.37K | 649.36K | +553.5% |
| CART MAPLEBEAR INC | 22.16K | 137.01K | +518.4% |
| XHR XENIA HOTELS & RESORTS… | 69.79K | 419.57K | +501.2% |
| ASML ASML HLDG NV | 26.22K | 156.79K | +498.0% |
| PEB PEBBLEBROOK HOTEL TR | 84.84K | 495.65K | +484.2% |
| MMYT MAKEMYTRIP LIMITED… | 640.93K | 3.65M | +469.5% |
| AFG AMERICAN FINANCIAL… | 2.98K | 16.97K | +469.4% |
| INGM INGRAM MICRO HLDG CORP | 71.56K | 395.71K | +453.0% |
| RGC REGENCELL BIOSCIENCE… | 8.60K | 47.16K | +448.7% |
| KBR KBR INC | 129.52K | 676.46K | +422.3% |
| CG CARLYLE GROUP INC | 656.22K | 3.41M | +419.0% |
| ZION ZIONS BANCORPORATION… | 36.69K | 189.01K | +415.2% |
| IRDM IRIDIUM COMMUNICATIONS… | 27.91K | 141.76K | +407.9% |
| AMBA AMBARELLA INC | 3.89K | 19.73K | +407.7% |
| ENOV ENOVIS CORPORATION | 74.18K | 369.19K | +397.7% |
| BIPC BROOKFIELD… | 7.45K | 37.03K | +397.3% |
| SBS COMPANHIA DE SANEAMENTO… | 5.25M | 26.10M | +397.2% |
| WT WISDOMTREE INC | 20.30K | 99.58K | +390.5% |
| GFS GLOBALFOUNDRIES INC | 39.18K | 190.04K | +385.0% |
| HUT HUT 8 CORP | 8.19K | 39.55K | +383.1% |
| CVNA CARVANA CO | 504.70K | 2.42M | +379.7% |
| JEF JEFFERIES FINANCIAL… | 47.68K | 228.24K | +378.7% |
| HLMN HILLMAN SOLUTIONS CORP | 15.86K | 75.22K | +374.1% |
| EVTC EVERTEC INC | 14.86K | 70.06K | +371.4% |
| BAH BOOZ ALLEN HAMILTON… | 21.46K | 98.53K | +359.2% |
| VIRT VIRTU FINL INC | 133.33K | 608.29K | +356.2% |
| FTDR FRONTDOOR INC | 23.19K | 100.13K | +331.8% |
| PRCT PROCEPT BIOROBOTICS CORP | 23.39K | 100.54K | +329.8% |
| GL GLOBE LIFE INC | 39.82K | 162.22K | +307.4% |
| NE NOBLE CORP PLC | 5.47K | 22.23K | +306.6% |
| RRX REGAL REXNORD… | 94.23K | 379.95K | +303.2% |
| RBC RBC BEARINGS INC | 2.16K | 8.32K | +284.6% |
| IVZ INVESCO LTD | 1.04M | 3.99M | +283.1% |
| CPK CHESAPEAKE UTILS CORP | 2.24K | 7.84K | +250.0% |
| TTI TETRA TECHNOLOGIES INC… | 16.60K | 58.02K | +249.5% |
| KMT KENNAMETAL INC | 47.23K | 162.79K | +244.7% |
| EWBC EAST WEST BANCORP INC | 16.86K | 57.72K | +242.3% |
| CASY CASEYS GEN STORES INC | 34.58K | 118.30K | +242.1% |
| SWX SOUTHWEST GAS HLDGS INC | 6.70K | 22.77K | +239.6% |
| AOS SMITH A O CORP | 115.54K | 392.21K | +239.5% |
| ALKS ALKERMES PLC | 64.71K | 217.74K | +236.5% |
| VECO VEECO INSTRS INC DEL | 32.59K | 109.30K | +235.4% |
| DOCS DOXIMITY INC | 569.10K | 1.90M | +234.4% |
| MTX MINERALS TECHNOLOGIES… | 11.78K | 38.63K | +228.0% |
| ABR ARBOR REALTY TRUST INC | 10.08K | 32.83K | +225.7% |
| CAR AVIS BUDGET GROUP INC | 77.83K | 247.99K | +218.6% |
| NEOG NEOGEN CORP | 11.28K | 35.72K | +216.6% |
| WULF TERAWULF INC | 10.26K | 32.13K | +213.3% |
| FWONA LIBERTY MEDIA CORP DEL | 782.47K | 2.44M | +211.8% |
| OMAB GRUPO AEROPORTUARIO DEL… | 5.97K | 18.00K | +201.4% |
| STZ CONSTELLATION BRANDS INC | 412.47K | 1.23M | +199.4% |
| CWST CASELLA WASTE SYS INC | 4.72K | 13.92K | +194.9% |
| AES AES CORP | 982.90K | 2.88M | +193.0% |
| DRS LEONARDO DRS INC | 12.12K | 35.30K | +191.2% |
| LITE LUMENTUM HLDGS INC | 228.07K | 658.43K | +188.7% |
| COLL COLLEGIUM… | 8.16K | 23.49K | +188.0% |
| ALLY ALLY FINL INC | 96.92K | 274.75K | +183.5% |
| STEP STEPSTONE GROUP INC | 17.55K | 48.15K | +174.4% |
| CPNG COUPANG INC | 291.65K | 799.92K | +174.3% |
| TAP MOLSON COORS BEVERAGE CO | 451.29K | 1.23M | +173.2% |
| PTCT PTC THERAPEUTICS INC | 4.50K | 12.23K | +171.7% |
| DOW DOW HLDGS INC | 1.47M | 3.93M | +166.6% |
| FRO FRONTLINE PLC | 322.68K | 847.49K | +162.6% |
| POWL POWELL INDS INC | 2.77K | 7.28K | +162.4% |
| LEU CENTRUS ENERGY CORP | 2.12K | 5.52K | +161.1% |
| NJR NEW JERSEY RES CORP | 15.44K | 40.06K | +159.4% |
| LIF LIFE360 INC | 5.06K | 12.97K | +156.5% |
| ACN ACCENTURE PLC IRELAND | 1.78M | 4.58M | +156.4% |
| OTEX OPEN TEXT CORP | 886.78K | 2.26M | +154.9% |
| GII SPDR INDEX SHS FDS | 4.08K | 10.37K | +154.6% |
| ZGN ERMENEGILDO ZEGNA N V | 1.03M | 2.59M | +152.9% |
| CRGY CRESCENT ENERGY COMPANY | 16.20K | 40.38K | +149.3% |
| ENLT ENLIGHT RENEWABLE… | 248.83K | 619.54K | +149.0% |
| MSTR STRATEGY INC | 531.99K | 1.32M | +148.9% |
| WBS WEBSTER FINL CORP | 339.33K | 840.38K | +147.7% |
| KD KYNDRYL HLDGS INC | 288.50K | 708.20K | +145.5% |
| SR SPIRE INC | 10.62K | 25.72K | +142.1% |
| COHR COHERENT CORP | 652.59K | 1.58M | +141.6% |
| TOL TOLL BROTHERS INC | 73.25K | 174.66K | +138.4% |
| GCT GIGACLOUD TECHNOLOGY INC | 5.61K | 13.10K | +133.6% |
| MTZ MASTEC INC | 171.59K | 399.10K | +132.6% |
| BALL BALL CORP | 1.11M | 2.57M | +131.8% |
| GEHC GE HEALTHCARE… | 1.09M | 2.50M | +129.9% |
| HXL HEXCEL CORP NEW | 62.09K | 139.36K | +124.4% |
| MLCO MELCO RESORTS AND… | 15.65K | 35.01K | +123.8% |
| DTM DT MIDSTREAM INC | 19.51K | 43.51K | +123.0% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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