So sánh danh mục
Artisan Partners Limited Partnership
Q1 2026 ⇄ Q2 2026
+43Đã thêm
−44Đã loại bỏ
200Đã điều chỉnh kích thước
3Không 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 |
|---|---|---|---|
| AKAM AKAMAI TECHNOLOGIES INC | 177.41K | 1.45M | +715.9% |
| BSX BOSTON SCIENTIFIC CORP | 44.38K | 288.25K | +549.4% |
| IWP ISHARES TR | 11 | 53 | +381.8% |
| HOOD ROBINHOOD MKTS INC | 949.59K | 2.88M | +203.3% |
| GE GE AEROSPACE | 348.13K | 886.09K | +154.5% |
| SITM SITIME CORP | 196.01K | 485.12K | +147.5% |
| KTOS KRATOS DEFENSE & SEC… | 978.05K | 2.36M | +141.3% |
| HWM HOWMET AEROSPACE INC | 148.81K | 342.76K | +130.3% |
| CRCL CIRCLE INTERNET GROUP… | 250.08K | 563.73K | +125.4% |
| BTG B2GOLD CORP | 195.00K | 430.90K | +121.0% |
| KRMN KARMAN HLDGS INC | 267.57K | 587.70K | +119.6% |
| TW TRADEWEB MKTS INC | 530.80K | 1.15M | +117.0% |
| HTHT H WORLD GROUP LTD | 1.62M | 3.40M | +109.9% |
| GLOB GLOBANT S A | 225.88K | 461.83K | +104.5% |
| VNM VANECK ETF TRUST | 286.97K | 585.12K | +103.9% |
| NOVT NOVANTA INC | 175.97K | 355.77K | +102.2% |
| BKNG BOOKING HOLDINGS INC | 30.73K | 61.92K | +101.5% |
| FRPT FRESHPET INC | 298.91K | 592.73K | +98.3% |
| AS AMER SPORTS INC | 4.74M | 144.08K | -97.0% |
| TXN TEXAS INSTRS INC | 816.64K | 39.59K | -95.2% |
| NXPI NXP SEMICONDUCTORS N V | 642.53K | 40.50K | -93.7% |
| SLB SLB LIMITED | 3.79M | 258.48K | -93.2% |
| GOOG ALPHABET INC | 580.53K | 41.91K | -92.8% |
| EOG EOG RES INC | 1.34M | 100.40K | -92.5% |
| WFC WELLS FARGO & CO | 2.31M | 181.27K | -92.2% |
| ABNB AIRBNB INC | 1.05M | 84.10K | -92.0% |
| UPS UNITED PARCEL SVCS INC | 1.42M | 114.08K | -92.0% |
| FANG DIAMONDBACK ENERGY INC | 781.44K | 63.22K | -91.9% |
| CMCSA COMCAST CORP NEW | 4.48M | 363.11K | -91.9% |
| PNC PNC FINL SVCS GROUP INC | 650.69K | 52.89K | -91.9% |
| MRK MERCK & CO INC | 1.06M | 87.25K | -91.8% |
| BAC BANK OF AMER CORP | 2.86M | 235.44K | -91.8% |
| UNP UNION PAC CORP | 626.96K | 52.20K | -91.7% |
| MS MORGAN STANLEY | 578.80K | 48.44K | -91.6% |
| ACN ACCENTURE PLC IRELAND | 742.20K | 66.89K | -91.0% |
| DIS DISNEY WALT CO | 1.03M | 97.86K | -90.5% |
| TMO THERMO FISHER… | 312.82K | 29.93K | -90.4% |
| CRM SALESFORCE INC | 795.54K | 81.96K | -89.7% |
| PM PHILIP MORRIS INTL INC | 1.04M | 119.53K | -88.5% |
| PH PARKER-HANNIFIN CORP | 124.30K | 15.99K | -87.1% |
| TDY TELEDYNE TECHNOLOGIES… | 186.43K | 347.18K | +86.2% |
| COOK TRAEGER INC | 40.00K | 5.59K | -86.0% |
| LRCX LAM RESEARCH CORP | 5.03M | 786.24K | -84.4% |
| GH GUARDANT HEALTH INC | 814.57K | 1.48M | +81.6% |
| WING WINGSTOP INC | 470.48K | 87.29K | -81.4% |
| FLEX FLEX LTD | 548.31K | 110.99K | -79.8% |
| BAX BAXTER INTL INC | 4.86M | 1.02M | -78.9% |
| SITE SITEONE LANDSCAPE… | 836.98K | 185.94K | -77.8% |
| NWS NEWS CORP NEW | 22 | 38 | +72.7% |
| P EVERPURE INC | 2.10M | 634.30K | -69.8% |
| MDLN MEDLINE INC | 6.63M | 2.01M | -69.7% |
| NVT NVENT ELEC PLC | 441.51K | 137.70K | -68.8% |
| MDB MONGODB INC | 1.23M | 394.18K | -67.9% |
| AMD ADVANCED MICRO DEVICES… | 1.54M | 508.33K | -67.0% |
| STX SEAGATE TECHNOLOGY… | 83.47K | 28.65K | -65.7% |
| ASML ASML HLDG NV | 2.57K | 920 | -64.2% |
| IBP INSTALLED BLDG PRODS INC | 270.61K | 99.30K | -63.3% |
| PODD INSULET CORP | 692.97K | 260.25K | -62.4% |
| COCO VITA COCO CO INC | 1.08M | 417.92K | -61.4% |
| OLLI OLLIES BARGAIN OUTLET… | 462.86K | 179.66K | -61.2% |
| TTAN SERVICETITAN INC | 573.86K | 224.25K | -60.9% |
| AJG GALLAGHER ARTHUR J & CO | 884.90K | 362.66K | -59.0% |
| ARM ARM HOLDINGS PLC | 669.05K | 279.83K | -58.2% |
| CAT CATERPILLAR INC | 149.68K | 62.60K | -58.2% |
| YSS YORK SPACE SYSTEMS INC | 705.75K | 311.43K | -55.9% |
| ADI ANALOG DEVICES INC | 644.78K | 297.85K | -53.8% |
| ALAB ASTERA LABS INC | 560.58K | 274.31K | -51.1% |
| SMTC SEMTECH CORP | 1.56M | 763.92K | -51.0% |
| CPNG COUPANG INC | 33.67M | 50.44M | +49.8% |
| PHG KONINKLIJKE PHILIPS N V | 122.51K | 61.66K | -49.7% |
| CLBT CELLEBRITE DI LTD | 2.19M | 3.27M | +49.5% |
| GKOS GLAUKOS CORP | 607.46K | 309.27K | -49.1% |
| MRSH MARSH & MCLENNAN COS INC | 4.88M | 7.27M | +49.1% |
| BEKE KE HLDGS INC | 3.85M | 2.00M | -48.2% |
| GS GOLDMAN SACHS GROUP INC | 230.18K | 120.47K | -47.7% |
| KC KINGSOFT CLOUD HLDGS LTD | 2.35M | 3.47M | +47.5% |
| WTW WILLIS TOWERS WATSON… | 3.79M | 5.54M | +46.3% |
| AAUC ALLIED GOLD CORP | 25.88K | 37.38K | +44.4% |
| V VISA INC | 924.52K | 517.66K | -44.0% |
| LASR NLIGHT INC | 1.08M | 607.69K | -43.6% |
| PRCT PROCEPT BIOROBOTICS CORP | 1.19M | 682.59K | -42.5% |
| MTN VAIL RESORTS INC | 269.88K | 156.18K | -42.1% |
| HQY HEALTHEQUITY INC | 270.94K | 384.11K | +41.8% |
| NFLX NETFLIX INC. | 364.89K | 517.12K | +41.7% |
| LHX L3HARRIS TECHNOLOGIES… | 1.76M | 1.04M | -40.8% |
| OGE OGE ENERGY CORP | 1.19M | 704.46K | -40.8% |
| CRWD CROWDSTRIKE HLDGS INC | 346.47K | 207.08K | -40.2% |
| KOD KODIAK SCIENCES INC | 690.32K | 968.04K | +40.2% |
| MTSI MACOM TECH SOLUTIONS… | 1.05M | 627.85K | -40.0% |
| STZ CONSTELLATION BRANDS INC | 134.51K | 80.92K | -39.8% |
| BRO BROWN & BROWN INC | 506.72K | 305.22K | -39.8% |
| AUGO AURA MINERALS INC | 22.58K | 13.68K | -39.4% |
| DBVT DBV TECHNOLOGIES S A | 2.22M | 1.37M | -38.1% |
| LAMR LAMAR ADVERTISING CO | 464.72K | 287.61K | -38.1% |
| COMP COMPASS INC | 10.04M | 13.87M | +38.0% |
| AMAT APPLIED MATLS INC | 241.11K | 149.57K | -38.0% |
| GEV GE VERNOVA INC | 694.41K | 433.05K | -37.6% |
| SU SUNCOR ENERGY INC NEW | 17.26M | 10.86M | -37.1% |
| SPXC SPX TECHNOLOGIES INC | 280.34K | 383.68K | +36.9% |
| LLY ELI LILLY & CO | 240.04K | 328.38K | +36.8% |
| FCNCA FIRST CTZNS BANCSHARES… | 28.96K | 18.45K | -36.3% |
| EXPE EXPEDIA GROUP INC | 172.94K | 110.26K | -36.2% |
| MU MICRON TECHNOLOGY INC | 136.70K | 186.07K | +36.1% |
| NWSA NEWS CORP NEW | 1.35M | 859.71K | -36.1% |
| SYY SYSCO CORP | 425.77K | 272.25K | -36.1% |
| NU NU HLDGS LTD | 9.34M | 12.69M | +35.9% |
| NOV NOV INC | 2.55M | 1.63M | -35.9% |
| UHAL U HAUL HOLDING COMPANY | 970.66K | 622.58K | -35.9% |
| ALGN ALIGN TECHNOLOGY INC | 217.16K | 139.33K | -35.8% |
| EXPD EXPEDITORS INTL WASH INC | 135.13K | 86.75K | -35.8% |
| SLGN SILGAN HLDGS INC | 815.98K | 523.94K | -35.8% |
| PSA PUBLIC STORAGE | 110.28K | 70.82K | -35.8% |
| RVTY REVVITY INC | 312.37K | 200.62K | -35.8% |
| FERG FERGUSON ENTERPRISES INC | 130.03K | 83.52K | -35.8% |
| CDW CDW CORP | 285.49K | 183.37K | -35.8% |
| GL GLOBE LIFE INC | 295.97K | 190.11K | -35.8% |
| NNN NNN REIT INC | 917.08K | 589.20K | -35.8% |
| TSN TYSON FOODS INC | 738.71K | 474.62K | -35.8% |
| RAL RALLIANT CORP | 694.28K | 446.11K | -35.7% |
| GPC GENUINE PARTS CO | 332.78K | 214.05K | -35.7% |
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).
← Quay lại hồ sơ nhà quản lý