So sánh danh mục
Balyasny Asset Management L.P.
Q1 2026 ⇄ Q2 2026
+150Đã thêm
−150Đã loại bỏ
200Đã điều chỉnh kích thước
11Không 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 |
|---|---|---|---|
| TJX TJX COS INC NEW | 34 | 17.33K | +50870.6% |
| EXPD EXPEDITORS INTL WASH INC | 2.00K | 599.35K | +29867.7% |
| MMM 3M CO | 7.86K | 2.31M | +29246.7% |
| BBY BEST BUY INC | 3.31K | 956.23K | +28832.8% |
| IQV IQVIA HLDGS INC | 2.53K | 700.42K | +27573.8% |
| NI NISOURCE INC | 12.58K | 3.46M | +27379.1% |
| ON ON SEMICONDUCTOR CORP | 6.09K | 1.52M | +24818.6% |
| DLR DIGITAL RLTY TR INC | 4.82K | 1.13M | +23311.0% |
| J JACOBS SOLUTIONS INC | 1.75K | 399.51K | +22690.3% |
| CMG CHIPOTLE MEXICAN GRILL… | 19.44K | 3.74M | +19128.1% |
| CTVA CORTEVA INC | 10.11K | 1.80M | +17750.3% |
| PD PAGERDUTY INC | 28.12K | 5.00M | +17676.8% |
| IMCR IMMUNOCORE HLDGS PLC | 113.84K | 20.00M | +17467.9% |
| HLT HILTON WORLDWIDE HLDGS… | 3.42K | 601.12K | +17466.3% |
| MMYT MAKEMYTRIP LIMITED… | 65.81K | 10.03M | +15148.6% |
| COR CENCORA INC | 4.07K | 608.61K | +14846.3% |
| NOW SERVICENOW INC | 15.61K | 2.22M | +14143.9% |
| ITRI ITRON INC | 7.57K | 1.02M | +13405.7% |
| NXT NEXTPOWER INC | 4.72K | 545.31K | +11441.0% |
| KDP KEURIG DR PEPPER INC | 25.89K | 2.98M | +11422.8% |
| DDD 3D SYS CORP DEL | 15.67K | 1.76M | +11129.7% |
| WMS ADVANCED DRAIN SYS INC… | 3.07K | 342.93K | +11081.1% |
| DOCN DIGITALOCEAN HLDGS INC | 335.29K | 33.75M | +9965.1% |
| DGX QUEST DIAGNOSTICS INC | 2.90K | 275.37K | +9402.1% |
| DHI D R HORTON INC | 4.25K | 397.38K | +9241.3% |
| GDS GDS HLDGS LTD | 550.49K | 51.37M | +9231.7% |
| EQR EQUITY RESIDENTIAL | 5.13K | 438.24K | +8439.3% |
| WAT WATERS CORP | 1.66K | 138.44K | +8260.1% |
| VG VENTURE GLOBAL INC | 43.70K | 3.54M | +8000.9% |
| TXN TEXAS INSTRS INC | 18.70K | 1.51M | +7954.6% |
| ATO ATMOS ENERGY CORP | 2.47K | 192.61K | +7701.0% |
| DG DOLLAR GEN CORP | 12.07K | 936.85K | +7663.7% |
| APH AMPHENOL CORP | 19.39K | 1.46M | +7406.9% |
| RSG REPUBLIC SVCS INC | 3.00K | 215.15K | +7064.4% |
| BDX BECTON DICKINSON & CO | 4.54K | 317.11K | +6881.7% |
| NET CLOUDFLARE INC | 350.24K | 23.17M | +6515.8% |
| PEG PUBLIC SVC ENTERPRISE… | 7.98K | 518.44K | +6393.5% |
| FTH FAETH THERAPEUTICS INC | 16.20K | 1.04M | +6331.3% |
| FHB FIRST HAWAIIAN INC | 10.23K | 563.70K | +5407.6% |
| OTF BLUE OWL TECHNOLOGY FIN… | 18.20K | 864.68K | +4650.2% |
| QXO QXO INC | 167.97K | 7.76M | +4521.2% |
| EW EDWARDS LIFESCIENCES… | 10.00K | 456.20K | +4462.9% |
| HIG HARTFORD INSURANCE… | 13.15K | 598.34K | +4450.5% |
| WBI WATERBRIDGE… | 19.08K | 831.45K | +4258.6% |
| ARWR ARROWHEAD… | 206.41K | 8.97M | +4246.0% |
| SMPL SIMPLY GOOD FOODS CO | 24.37K | 1.06M | +4233.7% |
| O REALTY INCOME CORP | 14.53K | 623.44K | +4190.7% |
| STT STATE STR CORP | 4.17K | 177.28K | +4156.5% |
| WST WEST PHARMACEUTICAL… | 1.12K | 45.77K | +3982.6% |
| NVCR NOVOCURE LTD | 11.83K | 480.00K | +3957.1% |
| CL COLGATE PALMOLIVE CO | 18.71K | 749.67K | +3907.4% |
| VCEL VERICEL CORP | 9.21K | 345.76K | +3653.4% |
| SHEL SHELL PLC | 3.52K | 131.16K | +3621.9% |
| TME TENCENT MUSIC ENTMT… | 44.51K | 1.64M | +3580.8% |
| T AT&T INC | 104.49K | 3.81M | +3548.8% |
| RAL RALLIANT CORP | 38.40K | 1.37M | +3470.2% |
| SBAC SBA COMMUNICATIONS CORP | 1.59K | 55.89K | +3415.2% |
| XYZ BLOCK INC | 8.17K | 281.28K | +3341.2% |
| IT GARTNER INC | 8.97K | 308.29K | +3335.3% |
| MCO MOODYS CORP | 2.49K | 84.83K | +3306.6% |
| IMO IMPERIAL OIL LTD | 3.90K | 131.54K | +3271.9% |
| CMCSA COMCAST CORP NEW | 53.56K | 1.66M | +3007.3% |
| CGNX COGNEX CORP | 9.27K | 283.18K | +2955.5% |
| GILD GILEAD SCIENCES INC | 19.77K | 587.08K | +2869.0% |
| DVN DEVON ENERGY CORP NEW | 100.16K | 2.95M | +2845.2% |
| MSCI MSCI INC | 58 | 1.70K | +2837.9% |
| DUK DUKE ENERGY CORP NEW | 11.83K | 326.94K | +2662.8% |
| ANET ARISTA NETWORKS INC | 17.72K | 489.05K | +2659.4% |
| PAYX PAYCHEX INC | 270 | 7.36K | +2627.4% |
| HII HUNTINGTON INGALLS INDS… | 5.14K | 139.81K | +2618.0% |
| CVNA CARVANA CO | 7.50K | 188.95K | +2419.7% |
| MDT MEDTRONIC PLC | 40.33K | 986.37K | +2345.9% |
| BILI BILIBILI INC | 14.62K | 353.98K | +2321.5% |
| WINA WINMARK CORP | 660 | 15.60K | +2263.3% |
| WAL WESTERN ALLIANCE BANCORP | 6.77K | 156.74K | +2214.8% |
| NEE NEXTERA ENERGY INC | 73.97K | 1.62M | +2084.0% |
| ZM ZOOM COMMUNICATIONS INC | 26.86K | 574.18K | +2037.7% |
| SM SM ENERGY COMPANY | 39.57K | 839.54K | +2021.4% |
| MRNA MODERNA INC | 5.19K | 107.42K | +1969.3% |
| CTAS CINTAS CORP | 11.10K | 224.33K | +1920.5% |
| VRNS VARONIS SYS INC | 28.16K | 533.52K | +1794.6% |
| RSP INVESCO EXCHANGE TRADED… | 32.46K | 601.47K | +1753.1% |
| CBOE CBOE GLOBAL MKTS INC | 8.75K | 159.69K | +1725.7% |
| EOG EOG RES INC | 19.38K | 350.93K | +1710.9% |
| SLVM SYLVAMO CORP | 21.19K | 380.88K | +1697.1% |
| ABBV ABBVIE INC | 35.13K | 622.95K | +1673.3% |
| ROL ROLLINS INC | 4.38K | 73.79K | +1584.6% |
| HESM HESS MIDSTREAM LP | 6.09K | 101.26K | +1562.1% |
| GD GENERAL DYNAMICS CORP | 27.75K | 457.47K | +1548.4% |
| PRMB PRIMO BRANDS CORPORATION | 26.93K | 415.53K | +1443.1% |
| LEA LEAR CORP | 30.11K | 461.48K | +1432.7% |
| RIOT RIOT PLATFORMS INC | 18.87K | 278.94K | +1378.4% |
| HHH HOWARD HUGHES HOLDINGS… | 4.27K | 59.95K | +1305.2% |
| ABEV AMBEV SA | 71.62K | 1.00M | +1300.5% |
| TBBK BANCORP INC DEL | 8.94K | 125.13K | +1299.8% |
| BKNG BOOKING HOLDINGS INC | 2.06K | 28.77K | +1295.2% |
| ROKU ROKU INC | 228.59K | 3.15M | +1277.1% |
| SNPS SYNOPSYS INC | 11.89K | 162.94K | +1270.6% |
| MARA MARA HOLDINGS INC | 231.40K | 3.13M | +1254.5% |
| UEC URANIUM ENERGY CORP | 91.54K | 1.23M | +1239.5% |
| SILA SILA REALTY TRUST INC | 23.08K | 308.33K | +1236.1% |
| COIN COINBASE GLOBAL INC | 3.33K | 43.97K | +1220.8% |
| AORT ARTIVION INC | 29.55K | 382.05K | +1192.7% |
| SMH VANECK ETF TRUST | 22.73K | 293.76K | +1192.3% |
| SUPN SUPERNUS PHARMACEUTICALS | 6.74K | 85.76K | +1172.7% |
| SHOO MADDEN STEVEN LTD | 73.55K | 934.98K | +1171.3% |
| TRV TRAVELERS COMPANIES INC | 3.33K | 41.32K | +1139.8% |
| PONY PONY AI INC | 32.81K | 399.44K | +1117.2% |
| DOC HEALTHPEAK PROPERTIES… | 10.37K | 126.16K | +1116.1% |
| PB PROSPERITY BANCSHARES… | 8.24K | 95.79K | +1062.0% |
| OTEX OPEN TEXT CORP | 36.77K | 419.23K | +1040.1% |
| CRK COMSTOCK RES INC | 51.70K | 557.76K | +978.9% |
| PAAS PAN AMERN SILVER CORP | 102.25K | 1.10M | +978.0% |
| PTC PTC INC | 2.18K | 23.47K | +976.2% |
| TDG TRANSDIGM GROUP INC | 27 | 288 | +966.7% |
| BB BLACKBERRY LTD | 23.11K | 246.17K | +965.4% |
| KLAC KLA CORP | 3.38K | 35.56K | +951.4% |
| OVV OVINTIV INC | 49.52K | 510.61K | +931.0% |
| MTDR MATADOR RES CO | 30.31K | 306.89K | +912.5% |
| CPAY CORPAY INC | 1.28K | 12.94K | +912.4% |
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