So sánh danh mục
Bamco Inc /Ny/
Q1 2026 ⇄ Q2 2026
+49Đã thêm
−34Đã loại bỏ
200Đã điều chỉnh kích thước
20Không 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 |
|---|---|---|---|
| MP MP MATERIALS CORP | 2.46K | 455.26K | +18444.1% |
| HD HOME DEPOT INC | 2.00K | 165.10K | +8155.2% |
| PI IMPINJ INC | 19 | 314 | +1552.6% |
| MU MICRON TECHNOLOGY INC | 3.35K | 43.34K | +1194.7% |
| BX BLACKSTONE INC | 94.60K | 591.25K | +525.0% |
| BYD BOYD GAMING CORP | 79.70K | 466.26K | +485.0% |
| EW EDWARDS LIFESCIENCES… | 41.18K | 229.60K | +457.6% |
| RVMD REVOLUTION MEDICINES INC | 2.50K | 12.50K | +400.0% |
| MORN MORNINGSTAR INC | 759.51K | 3.50M | +360.7% |
| RBRK RUBRIK INC. | 277.54K | 1.12M | +301.9% |
| GOOG ALPHABET INC | 139.02K | 541.58K | +289.6% |
| MANE VERADERMICS INC | 59.67K | 229.58K | +284.8% |
| SAIL SAILPOINT INC | 292.60K | 1.09M | +271.5% |
| MIR MIRION TECHNOLOGIES INC | 1.21M | 3.91M | +221.8% |
| LVS LAS VEGAS SANDS CORP | 1.23M | 3.78M | +208.6% |
| SHOP SHOPIFY INC | 4.72M | 11.16M | +136.4% |
| WMS ADVANCED DRAIN SYS INC… | 291.15K | 680.43K | +133.7% |
| FIG FIGMA INC | 2.05M | 4.26M | +107.8% |
| WING WINGSTOP INC | 207.99K | 430.17K | +106.8% |
| JAN JANUS LIVING INC | 225.00K | 459.60K | +104.3% |
| FND FLOOR & DECOR HLDGS INC | 1.27M | 740 | -99.9% |
| PAR PAR TECHNOLOGY CORP | 944.30K | 2.17K | -99.8% |
| TECH BIO-TECHNE CORP | 561.44K | 1.80K | -99.7% |
| PLTR PALANTIR TECHNOLOGIES… | 13.01K | 123 | -99.1% |
| INTU INTUIT | 20.34K | 500 | -97.5% |
| BXMT BLACKSTONE MORTGAGE… | 1.57M | 190.94K | -87.8% |
| VRSK VERISK ANALYTICS INC | 2.51M | 4.70M | +87.2% |
| SPOT SPOTIFY TECHNOLOGY S A | 1.32M | 2.43M | +84.4% |
| HDB HDFC BANK LTD | 63.29K | 11.37K | -82.0% |
| NBIS NEBIUS GROUP N.V. | 54.83K | 99.26K | +81.0% |
| SNPS SYNOPSYS INC | 4.47K | 985 | -78.0% |
| ONON ON HLDG AG | 9.71M | 16.93M | +74.3% |
| BAM BROOKFIELD ASSET… | 398.07K | 102.51K | -74.2% |
| MC MOELIS & CO | 163.20K | 43.05K | -73.6% |
| ASND ASCENDIS PHARMA A/S | 5.60K | 1.50K | -73.2% |
| VTR VENTAS INC | 998.34K | 281.48K | -71.8% |
| ESTA ESTABLISHMENT LABS… | 964.17K | 286.10K | -70.3% |
| IONS IONIS PHARMACEUTICALS… | 45.00K | 14.00K | -68.9% |
| LLY ELI LILLY & CO | 85.07K | 140.54K | +65.2% |
| DB DEUTSCHE BK AG | 139.70K | 51.42K | -63.2% |
| LGN LEGENCE CORP | 1.25M | 475.47K | -61.8% |
| TMO THERMO FISHER… | 23.67K | 9.22K | -61.1% |
| WYNN WYNN RESORTS LTD | 1.74M | 692.34K | -60.1% |
| NU NU HLDGS LTD | 3.53M | 5.60M | +58.6% |
| BIRK BIRKENSTOCK HOLDING PLC | 9.37M | 14.74M | +57.4% |
| BAH BOOZ ALLEN HAMILTON… | 507.65K | 220.63K | -56.5% |
| CYTK CYTOKINETICS INC | 23.00K | 10.00K | -56.5% |
| ESS ESSEX PPTY TR INC | 16.12K | 25.23K | +56.4% |
| SCHW SCHWAB CHARLES CORP | 7.46M | 11.66M | +56.2% |
| RDNT RADNET INC | 810.07K | 1.26M | +55.7% |
| CAKE CHEESECAKE FACTORY INC | 1.00M | 450.00K | -55.0% |
| ABVX ABIVAX SA | 5.50K | 2.50K | -54.5% |
| SQM SOCIEDAD QUIMICA Y… | 560.77K | 256.79K | -54.2% |
| APP APPLOVIN CORP | 179 | 276 | +54.2% |
| IOT SAMSARA INC | 5.12M | 7.88M | +53.9% |
| MGM MGM RESORTS… | 996.53K | 479.11K | -51.9% |
| UDR UDR INC | 772.59K | 372.70K | -51.8% |
| AMZN AMAZON COM INC | 1.29M | 1.96M | +51.1% |
| KTOS KRATOS DEFENSE & SEC… | 715.39K | 1.08M | +50.7% |
| INSM INSMED INC | 20.00K | 10.00K | -50.0% |
| FICO FAIR ISAAC CORP | 57.93K | 29.75K | -48.6% |
| GH GUARDANT HEALTH INC | 32.00K | 16.50K | -48.4% |
| AEIS ADVANCED ENERGY INDS | 268.73K | 139.37K | -48.1% |
| HLNE HAMILTON LANE INC | 4.00K | 5.88K | +47.1% |
| DLR DIGITAL RLTY TR INC | 484.76K | 261.12K | -46.1% |
| BAC BANK OF AMER CORP | 28.20K | 40.99K | +45.4% |
| EXR EXTRA SPACE STORAGE INC | 60.01K | 33.61K | -44.0% |
| GOOGL ALPHABET INC | 382.58K | 546.23K | +42.8% |
| ODD ODDITY TECH LTD | 62.63K | 89.31K | +42.6% |
| VMC VULCAN MATLS CO | 153.82K | 218.45K | +42.0% |
| BAP CREDICORP LTD | 222.22K | 128.88K | -42.0% |
| CDNA CAREDX INC | 3.34M | 1.94M | -41.9% |
| IRM IRON MTN INC DEL | 525.27K | 310.72K | -40.8% |
| GILD GILEAD SCIENCES INC | 30.00K | 18.00K | -40.0% |
| SITM SITIME CORP | 116.96K | 70.20K | -40.0% |
| JEF JEFFERIES FINANCIAL… | 1.53M | 2.14M | +40.0% |
| PANW PALO ALTO NETWORKS INC | 17.93K | 10.77K | -39.9% |
| EQR EQUITY RESIDENTIAL | 473.50K | 288.56K | -39.1% |
| TW TRADEWEB MKTS INC | 367.45K | 510.85K | +39.0% |
| NTRA NATERA INC | 16.65K | 10.24K | -38.5% |
| JLL JONES LANG LASALLE INC | 241.21K | 151.04K | -37.4% |
| CHDN CHURCHILL DOWNS INC | 5.20K | 3.29K | -36.7% |
| TTAN SERVICETITAN INC | 1.11M | 705.16K | -36.7% |
| RGEN REPLIGEN CORP | 548.35K | 748.47K | +36.5% |
| GWRE GUIDEWIRE SOFTWARE INC | 6.60M | 8.99M | +36.3% |
| AAON AAON INC | 844.38K | 544.40K | -35.5% |
| HST HOST HOTELS & RESORTS… | 694.09K | 452.59K | -34.8% |
| CWST CASELLA WASTE SYS INC | 718.46K | 965.24K | +34.3% |
| HEI-A HEICO CORP NEW | 419.41K | 562.66K | +34.2% |
| FROG JFROG LTD | 620.31K | 410.58K | -33.8% |
| VSEC VSE CORP | 75.01K | 100.17K | +33.5% |
| CSGP COSTAR GROUP INC | 16.31M | 21.63M | +32.6% |
| VAC MARRIOTT VACATIONS… | 214.28K | 144.79K | -32.4% |
| KNSL KINSALE CAP GROUP INC | 2.03M | 2.66M | +31.4% |
| PENN PENN ENTERTAINMENT INC | 2.09M | 2.74M | +31.2% |
| HEI HEICO CORP NEW | 167.98K | 218.98K | +30.4% |
| RACE FERRARI N V | 1.50K | 1.96K | +30.3% |
| AXON AXON ENTERPRISE INC | 117.94K | 153.62K | +30.2% |
| MTN VAIL RESORTS INC | 5.04M | 6.54M | +29.6% |
| LSCC LATTICE SEMICONDUCTOR… | 7.29K | 5.15K | -29.4% |
| IT GARTNER INC | 5.92M | 7.60M | +28.4% |
| CGNX COGNEX CORP | 1.74M | 1.25M | -28.1% |
| PONY PONY AI INC | 2.13M | 2.72M | +28.0% |
| ELAN ELANCO ANIMAL HEALTH INC | 163.46K | 118.04K | -27.8% |
| BBD BANCO BRADESCO S A | 10.08M | 7.30M | -27.6% |
| DT DYNATRACE INC | 2.16M | 1.57M | -27.3% |
| EXPO EXPONENT INC | 496.73K | 364.30K | -26.7% |
| BN BROOKFIELD CORP | 2.91M | 2.13M | -26.6% |
| PLD PROLOGIS INC. | 1.07M | 790.35K | -25.8% |
| KKR KKR & CO INC | 233.27K | 173.12K | -25.8% |
| AZN ASTRAZENECA PLC | 63.84K | 47.84K | -25.1% |
| CUBE CUBESMART | 187.81K | 233.81K | +24.5% |
| WAY WAYSTAR HLDG CORP | 2.33M | 1.79M | -23.1% |
| MAC MACERICH CO | 4.08M | 5.00M | +22.4% |
| RRR RED ROCK RESORTS INC | 13.41M | 16.39M | +22.2% |
| ABNB AIRBNB INC | 1.44M | 1.76M | +22.0% |
| PRI PRIMERICA INC | 860.03K | 671.45K | -21.9% |
| BLK BLACKROCK INC | 1.11K | 1.35K | +21.8% |
| VRSN VERISIGN INC | 14.40K | 11.33K | -21.4% |
| CHH CHOICE HOTELS INTL INC | 7.69M | 9.33M | +21.3% |
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