Portfolio-Diff
Aviva Plc
Q1 2026 ⇄ Q2 2026
+71Hinzugefügt
−59Entfernt
200Angepasst
17Unverändert
Hinzugefügt (Q2 2026)
Entfernt (wurde gehalten in Q1 2026)
Angepasste Positionen
| Wertpapier | Q1 2026 Anteile | Q2 2026 Anteile | Änderung |
|---|---|---|---|
| FTI TECHNIPFMC PLC | 6.94K | 342.46K | +4831.7% |
| CDE COEUR MNG INC | 21.28K | 654.99K | +2978.5% |
| BKNG BOOKING HOLDINGS INC | 28.42K | 701.73K | +2369.3% |
| CASY CASEYS GEN STORES INC | 1.25K | 25.08K | +1912.6% |
| FLEX FLEX LTD | 22.70K | 309.73K | +1264.1% |
| FN FABRINET | 859 | 11.55K | +1244.5% |
| KLAC KLA CORP | 114.46K | 1.15M | +906.2% |
| EQX EQUINOX GOLD CORP | 26.93K | 202.92K | +653.4% |
| AGCO AGCO CORP | 27.46K | 155.41K | +465.9% |
| RVMD REVOLUTION MEDICINES INC | 21.46K | 118.07K | +450.2% |
| CVNA CARVANA CO | 112.97K | 564.60K | +399.8% |
| SN SHARKNINJA INC | 3.96K | 19.76K | +398.5% |
| ALGN ALIGN TECHNOLOGY INC | 1.62K | 6.54K | +303.1% |
| BCE BCE INC | 65.28K | 260.82K | +299.6% |
| CW CURTISS WRIGHT CORP | 10.43K | 29.85K | +186.3% |
| PKG PACKAGING CORP AMER | 18.30K | 51.40K | +180.9% |
| NPKI NPK INTERNATIONAL INC | 10.64K | 29.54K | +177.6% |
| DBX DROPBOX INC | 11.45K | 25.69K | +124.4% |
| D DOMINION ENERGY INC | 14.49K | 32.13K | +121.6% |
| OTEX OPEN TEXT CORP | 245.94K | 9.25K | -96.2% |
| EQH EQUITABLE HLDGS INC | 270.91K | 10.52K | -96.1% |
| IT GARTNER INC | 65.98K | 2.60K | -96.1% |
| HUBS HUBSPOT INC | 47.43K | 1.87K | -96.1% |
| GDDY GODADDY INC | 122.40K | 4.88K | -96.0% |
| PINS PINTEREST INC | 467.17K | 19.67K | -95.8% |
| TTD THE TRADE DESK INC | 380.82K | 22.62K | -94.1% |
| JKHY HENRY JACK & ASSOC INC | 63.61K | 5.98K | -90.6% |
| DVN DEVON ENERGY CORP NEW | 548.52K | 1.00M | +83.0% |
| POWL POWELL INDS INC | 861 | 1.50K | +73.8% |
| ASTS AST SPACEMOBILE INC | 104.56K | 179.58K | +71.8% |
| AME AMETEK INC | 189.91K | 319.69K | +68.3% |
| MSI MOTOROLA SOLUTIONS INC | 144.02K | 242.13K | +68.1% |
| HL HECLA MINING COMPANY | 22.40K | 37.49K | +67.4% |
| DD DUPONT DE NEMOURS INC | 359.40K | 119.39K | -66.8% |
| MGA MAGNA INTL INC | 206.85K | 344.92K | +66.7% |
| SSD SIMPSON MFG INC | 2.40K | 3.96K | +65.1% |
| LEVI LEVI STRAUSS & CO NEW | 30.16K | 48.99K | +62.4% |
| TPR TAPESTRY INC | 594.96K | 963.88K | +62.0% |
| ZTS ZOETIS INC | 968.67K | 389.05K | -59.8% |
| NRDS NERDWALLET INC | 43.01K | 17.31K | -59.7% |
| ESNT ESSENT GROUP LTD | 17.76K | 7.36K | -58.5% |
| MTG MGIC INVT CORP WIS | 39.67K | 16.82K | -57.6% |
| MICC MAGNUM ICE CREAM CO NV | 2.62M | 1.12M | -57.5% |
| DVA DAVITA INC | 4.10K | 1.75K | -57.2% |
| WAL WESTERN ALLIANCE BANCORP | 6.97K | 2.99K | -57.1% |
| MAS MASCO CORP | 77.62K | 119.10K | +53.4% |
| COHR COHERENT CORP | 104.84K | 160.49K | +53.1% |
| PTC PTC INC | 345.85K | 169.78K | -50.9% |
| STRL STERLING INFRASTRUCTURE… | 1.08K | 531 | -50.8% |
| AOS SMITH A O CORP | 14.99K | 7.45K | -50.3% |
| HON HONEYWELL INTL INC | 575.14K | 290.13K | -49.6% |
| ECHO ECHOSTAR CORP | 63.91K | 94.55K | +48.0% |
| ULTA ULTA BEAUTY INC | 76.82K | 40.58K | -47.2% |
| MKTX MARKETAXESS HLDGS INC | 2.50K | 3.67K | +46.6% |
| VICR VICOR CORP | 2.52K | 1.37K | -45.7% |
| INVA INNOVIVA INC | 13.30K | 19.33K | +45.4% |
| TOL TOLL BROTHERS INC | 2.36K | 3.43K | +45.2% |
| ANET ARISTA NETWORKS INC | 919.50K | 1.33M | +44.4% |
| IDCC INTERDIGITAL INC | 2.95K | 4.21K | +42.8% |
| NXT NEXTPOWER INC | 3.96K | 2.33K | -41.2% |
| TMUS T-MOBILE US INC | 724.94K | 427.43K | -41.0% |
| EXEL EXELIXIS INC | 25.15K | 15.26K | -39.3% |
| PIPR PIPER SANDLER COMPANIES | 4.01K | 5.58K | +39.3% |
| INSP INSPIRE MED SYS INC | 7.46K | 10.31K | +38.2% |
| PNR PENTAIR PLC | 291.70K | 183.71K | -37.0% |
| PEGA PEGASYSTEMS INC | 10.04K | 13.69K | +36.3% |
| IESC IES HOLDINGS INC | 955 | 608 | -36.3% |
| COCO VITA COCO CO INC | 8.53K | 5.49K | -35.6% |
| MZTI MARZETTI COMPANY | 2.89K | 3.91K | +35.2% |
| ASX ASE TECHNOLOGY HLDG CO… | 74.97K | 48.75K | -35.0% |
| PANW PALO ALTO NETWORKS INC | 590.79K | 796.87K | +34.9% |
| AGX ARGAN INC | 1.00K | 653 | -34.7% |
| MEDP MEDPACE HLDGS INC | 983 | 1.32K | +34.5% |
| NVEC NVE CORP | 6.75K | 4.45K | -34.1% |
| WM WASTE MGMT INC DEL | 523.83K | 345.45K | -34.1% |
| NAGE NIAGEN BIOSCIENCE INC | 92.12K | 123.32K | +33.9% |
| STX SEAGATE TECHNOLOGY… | 183.15K | 244.98K | +33.8% |
| ABT ABBOTT LABORATORIES | 2.30M | 1.53M | -33.4% |
| HLNE HAMILTON LANE INC | 4.09K | 5.46K | +33.4% |
| ERII ENERGY RECOVERY INC | 38.72K | 51.44K | +32.8% |
| RMBS RAMBUS INC DEL | 4.71K | 3.17K | -32.6% |
| EPAM EPAM SYS INC | 7.20K | 4.88K | -32.2% |
| TER TERADYNE INC | 104.37K | 136.84K | +31.1% |
| PGNY PROGYNY INC | 24.16K | 16.90K | -30.1% |
| CRDO CREDO TECHNOLOGY GROUP… | 93.70K | 120.88K | +29.0% |
| AMSC AMERICAN SUPERCONDUCTOR… | 14.13K | 10.07K | -28.8% |
| CIEN CIENA CORP | 96.43K | 124.01K | +28.6% |
| GIL GILDAN ACTIVEWEAR INC | 123.06K | 158.09K | +28.5% |
| MELI MERCADOLIBRE INC | 56.19K | 40.33K | -28.2% |
| WRB BERKLEY W R CORP | 249.41K | 181.84K | -27.1% |
| CPRX CATALYST… | 18.96K | 14.00K | -26.2% |
| NOW SERVICENOW INC | 1.11M | 1.39M | +26.0% |
| RPM RPM INTL INC | 81.10K | 102.03K | +25.8% |
| OSPN ONESPAN INC | 42.30K | 31.85K | -24.7% |
| EVER EVERQUOTE INC | 28.92K | 21.78K | -24.7% |
| PKE PARK AEROSPACE CORP | 16.90K | 12.80K | -24.3% |
| TMHC TAYLOR MORRISON HOME… | 5.66K | 7.04K | +24.2% |
| MDXG MIMEDX GROUP INC | 95.49K | 118.46K | +24.0% |
| RDVT RED VIOLET INC | 10.60K | 8.07K | -23.9% |
| YOU CLEAR SECURE INC | 10.76K | 8.22K | -23.5% |
| SEIC SEI INVTS CO | 5.63K | 6.94K | +23.3% |
| TTC TORO CO | 6.23K | 7.66K | +23.0% |
| BE BLOOM ENERGY CORP | 184.09K | 226.25K | +22.9% |
| BLBD BLUE BIRD CORP | 7.84K | 6.06K | -22.7% |
| PDD PDD HOLDINGS INC | 650.73K | 504.89K | -22.4% |
| CRMD CORMEDIX INC | 65.49K | 51.09K | -22.0% |
| UI UBIQUITI INC | 748 | 912 | +21.9% |
| DOCS DOXIMITY INC | 17.69K | 21.57K | +21.9% |
| JLL JONES LANG LASALLE INC | 1.92K | 2.31K | +20.5% |
| CTAS CINTAS CORP | 368.29K | 293.20K | -20.4% |
| LQDT LIQUIDITY SVCS INC | 14.64K | 11.68K | -20.2% |
| EL LAUDER ESTEE COS INC | 330.05K | 396.63K | +20.2% |
| KRYS KRYSTAL BIOTECH INC | 1.69K | 1.35K | -19.9% |
| TGT TARGET CORP | 498.77K | 400.91K | -19.6% |
| NXPI NXP SEMICONDUCTORS N V | 963.30K | 775.96K | -19.4% |
| FLTR.L FLUTTER ENTMT PLC | 163.56K | 131.84K | -19.4% |
| AMAT APPLIED MATLS INC | 714.31K | 850.71K | +19.1% |
| GAP GAP INC | 23.48K | 27.88K | +18.8% |
| PEB PEBBLEBROOK HOTEL TR | 3.25M | 2.65M | -18.5% |
| JHG JANUS HENDERSON GROUP… | 13.37K | 15.81K | +18.3% |
Roher Aktienanzahlvergleich zwischen den beiden ausgewählten Quartalen (wie gemeldet; Splits zwischen weit auseinanderliegenden Quartalen werden hier nicht angepasst — die Quartalswechsel-Tabs auf der Manager-Seite sind splitbereinigt). Ausschließlich Common-Stock-Positionen mit zugeordneten Tickern.
Herkunft: Beide Momentaufnahmen stammen aus den geparsten 13F-Informationstabellen des Managers (jeweils zuletzt akzeptierte Versionen).
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