So sánh danh mục
Balyasny Asset Management L.P.
Q1 2026 ⇄ Q2 2026
+150Đã thêm
−150Đã loại bỏ
200Đã điều chỉnh kích thước
13Không 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 |
|---|---|---|---|
| MELI MERCADOLIBRE INC | 1 | 90.86K | +9086000.0% |
| HTZ HERTZ GLOBAL HLDGS INC | 100 | 6.51M | +6505005.0% |
| ABT ABBOTT LABORATORIES | 18 | 740.81K | +4115500.0% |
| TTWO TAKE-TWO INTERACTIVE… | 28 | 824.86K | +2945835.7% |
| CHDN CHURCHILL DOWNS INC | 65 | 1.22M | +1879260.0% |
| BBIO BRIDGEBIO PHARMA INC | 72 | 1.23M | +1708305.6% |
| UNP UNION PAC CORP | 1 | 16.58K | +1657800.0% |
| EVLV EVOLV TECHNOLOGIES… | 25 | 339.77K | +1358972.0% |
| CRGY CRESCENT ENERGY COMPANY | 90 | 1.22M | +1350358.9% |
| DVN DEVON ENERGY CORP NEW | 252 | 2.95M | +1170473.4% |
| GOOG ALPHABET INC | 61 | 685.17K | +1123123.0% |
| TROX TRONOX HOLDINGS PLC | 71 | 772.83K | +1088393.0% |
| FUN SIX FLAGS ENTERTAINMENT… | 65 | 669.47K | +1029846.2% |
| TDOC TELADOC HEALTH INC | 1.75K | 15.00M | +856064.4% |
| KTB KONTOOR BRANDS INC | 13 | 110.89K | +852884.6% |
| WMS ADVANCED DRAIN SYS INC… | 50 | 342.93K | +685750.0% |
| PCG PG&E CORP | 1.31K | 8.89M | +677779.3% |
| INSM INSMED INC | 197 | 1.33M | +673214.7% |
| JKHY HENRY JACK & ASSOC INC | 54 | 350.94K | +649792.6% |
| LBRDA LIBERTY BROADBAND CORP | 389 | 2.50M | +643128.5% |
| PKG PACKAGING CORP AMER | 43 | 272.21K | +632941.9% |
| MO ALTRIA GROUP INC | 10 | 60.01K | +599980.0% |
| AXGN AXOGEN INC | 43 | 253.50K | +589430.2% |
| ETSY ETSY INC | 493 | 2.69M | +545574.0% |
| MKSI MKS INC. | 49 | 260.18K | +530875.5% |
| GD GENERAL DYNAMICS CORP | 89 | 457.47K | +513913.5% |
| DHR DANAHER CORP DEL | 166 | 759.21K | +457253.6% |
| STEL STELLAR BANCORP INC | 200 | 878.11K | +438954.5% |
| LSCC LATTICE SEMICONDUCTOR… | 206 | 882.41K | +428255.3% |
| AA ALCOA CORP | 181 | 757.39K | +418347.0% |
| GLBE GLOBAL E ONLINE LTD | 508 | 2.10M | +413050.2% |
| HCC WARRIOR MET COAL INC | 52 | 202.25K | +388850.0% |
| PLTR PALANTIR TECHNOLOGIES… | 127 | 426.63K | +335833.1% |
| NEXT NEXTDECADE CORP | 582 | 1.93M | +330992.1% |
| KEX KIRBY CORP | 15 | 46.37K | +309053.3% |
| GPRE GREEN PLAINS INC | 169 | 475.13K | +281045.0% |
| SMMT SUMMIT THERAPEUTICS INC | 681 | 1.90M | +279526.1% |
| SXC SUNCOKE ENERGY INC | 562 | 1.56M | +277748.0% |
| XEL XCEL ENERGY INC | 385 | 1.04M | +268880.5% |
| NXT NEXTPOWER INC | 203 | 545.31K | +268526.6% |
| ONTO ONTO INNOVATION INC | 64 | 154.95K | +242010.9% |
| EXC EXELON CORP | 10 | 23.27K | +232580.0% |
| COO COOPER COS INC | 433 | 990.42K | +228634.2% |
| VLO VALERO ENERGY CORP | 128 | 264.52K | +206559.4% |
| FIX COMFORT SYS USA INC | 20 | 40.77K | +203755.0% |
| VAL VALARIS LTD | 224 | 456.46K | +203677.2% |
| KYIV KYIVSTAR GROUP LTD | 47 | 93.17K | +198142.6% |
| STNG SCORPIO TANKERS INC | 68 | 133.46K | +196161.8% |
| VZ VERIZON COMMUNICATIONS… | 139 | 272.20K | +195728.1% |
| PARR PAR PAC HOLDINGS INC | 5 | 9.43K | +188400.0% |
| LEU CENTRUS ENERGY CORP | 44 | 82.39K | +187159.1% |
| NOMD NOMAD FOODS LTD | 259 | 477.34K | +184201.2% |
| AORT ARTIVION INC | 222 | 382.05K | +171995.0% |
| BDX BECTON DICKINSON & CO | 191 | 317.11K | +165924.6% |
| AEIS ADVANCED ENERGY INDS | 25 | 40.45K | +161720.0% |
| PEG PUBLIC SVC ENTERPRISE… | 344 | 518.44K | +150609.9% |
| AAOI APPLIED OPTOELECTRONICS… | 122 | 175.68K | +143902.5% |
| WMT WALMART INC | 125 | 174.20K | +139263.2% |
| POOL POOL CORP | 116 | 153.63K | +132336.2% |
| AEP AMERICAN ELEC PWR CO INC | 144 | 188.03K | +130476.4% |
| CRC CALIFORNIA RES CORP | 435 | 529.74K | +121678.2% |
| FLG FLAGSTAR BANK NATIONAL… | 2.33K | 2.50M | +106895.8% |
| HRB BLOCK H & R INC | 340 | 336.83K | +98968.5% |
| VRNS VARONIS SYS INC | 553 | 533.52K | +96377.8% |
| GVA GRANITE CONSTR INC | 261 | 245.46K | +93947.5% |
| EHC ENCOMPASS HEALTH CORP | 316 | 296.94K | +93868.0% |
| VSH VISHAY INTERTECHNOLOGY… | 1.67K | 1.53M | +91697.4% |
| PCTY PAYLOCITY HLDG CORP | 230 | 207.00K | +89899.1% |
| EIG EMPLOYERS HLDGS INC | 179 | 159.26K | +88874.9% |
| EVR EVERCORE INC | 73 | 58.80K | +80443.8% |
| QNST QUINSTREET INC | 59 | 42.16K | +71359.3% |
| MRSH MARSH & MCLENNAN COS INC | 30 | 20.85K | +69396.7% |
| TW TRADEWEB MKTS INC | 115 | 77.69K | +67460.0% |
| NXPI NXP SEMICONDUCTORS N V | 10 | 5.89K | +58800.0% |
| OLN OLIN CORP | 774 | 452.87K | +58410.2% |
| IFF INTERNATIONAL… | 10 | 5.79K | +57820.0% |
| MSI MOTOROLA SOLUTIONS INC | 62 | 35.35K | +56917.7% |
| WD WALKER & DUNLOP INC | 591 | 329.77K | +55698.8% |
| G GENPACT LIMITED | 744 | 380.01K | +50976.1% |
| COP CONOCOPHILLIPS | 231 | 106.43K | +45974.0% |
| KR KROGER CO | 91 | 41.11K | +45078.0% |
| DIOD DIODES INC | 178 | 78.90K | +44227.5% |
| TRV TRAVELERS COMPANIES INC | 105 | 41.32K | +39255.2% |
| RSI RUSH STREET INTERACTIVE… | 1.37K | 539.77K | +39213.5% |
| NKE NIKE INC | 173 | 66.96K | +38604.6% |
| GPI GROUP 1 AUTOMOTIVE INC | 46 | 17.22K | +37326.1% |
| MDU MDU RES GROUP INC | 623 | 224.01K | +35856.7% |
| ICE INTERCONTINENTAL… | 90 | 29.29K | +32447.8% |
| PBF PBF ENERGY INC | 59 | 18.57K | +31376.3% |
| EXPD EXPEDITORS INTL WASH INC | 2.00K | 599.35K | +29867.6% |
| MMM 3M CO | 7.86K | 2.31M | +29246.7% |
| AGM FEDERAL AGRIC MTG CORP | 56 | 16.32K | +29042.9% |
| BBY BEST BUY INC | 3.31K | 956.23K | +28832.8% |
| ARHS ARHAUS INC | 3.38K | 973.64K | +28663.5% |
| NI NISOURCE INC | 12.58K | 3.46M | +27379.1% |
| WKC WORLD KINECT CORPORATION | 245 | 64.93K | +26400.8% |
| UTZ UTZ BRANDS INC | 3.89K | 1.02M | +26100.7% |
| MUR MURPHY OIL CORP | 69 | 17.98K | +25958.0% |
| RH RH | 910 | 232.67K | +25468.6% |
| UGI UGI CORP NEW | 819 | 204.57K | +24877.8% |
| AMSC AMERICAN SUPERCONDUCTOR… | 276 | 68.85K | +24844.6% |
| BROS DUTCH BROS INC | 543 | 130.03K | +23846.4% |
| DLR DIGITAL RLTY TR INC | 4.82K | 1.13M | +23311.0% |
| J JACOBS SOLUTIONS INC | 1.75K | 399.51K | +22690.3% |
| ENVX ENOVIX CORPORATION | 500 | 110.10K | +21919.2% |
| NDSN NORDSON CORP | 6 | 1.20K | +19933.3% |
| CMG CHIPOTLE MEXICAN GRILL… | 19.44K | 3.74M | +19128.1% |
| TDS TELEPHONE & DATA SYS INC | 634 | 121.43K | +19052.5% |
| SW SMURFIT WESTROCK PLC | 394 | 71.18K | +17967.0% |
| CTVA CORTEVA INC | 10.11K | 1.80M | +17750.3% |
| VRTS VIRTUS INVT PARTNERS INC | 32 | 5.68K | +17659.4% |
| PD PAGERDUTY INC | 28.12K | 4.99M | +17631.2% |
| IMCR IMMUNOCORE HLDGS PLC | 113.84K | 20.00M | +17467.9% |
| HLT HILTON WORLDWIDE HLDGS… | 3.42K | 601.12K | +17466.3% |
| PM PHILIP MORRIS INTL INC | 185 | 32.34K | +17380.5% |
| MCHP MICROCHIP TECHNOLOGY… | 75 | 12.28K | +16268.0% |
| CCB COASTAL FINL CORP WA | 397 | 62.04K | +15527.7% |
| PRGO PERRIGO CO PLC | 495 | 76.41K | +15336.8% |
| MMYT MAKEMYTRIP LIMITED… | 65.81K | 9.90M | +14944.4% |
| COR CENCORA INC | 4.07K | 608.61K | +14846.3% |
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