Diff di portafoglio
BNP Paribas Asset Management Holding S.A.
Q1 2026 ⇄ Q2 2026
+93Aggiunto
−101Rimossa
200Ridimensionato
100Invariato
Aggiunto (Q2 2026)
Rimossa (era detenuto in Q1 2026)
Posizioni ridimensionate
| Strumento finanziario | Q1 2026 azioni | Q2 2026 azioni | Variazione |
|---|---|---|---|
| SITM SITIME CORP | 391 | 2.00M | +511409.0% |
| ARRY ARRAY TECHNOLOGIES INC | 2.90K | 9.56M | +328845.9% |
| SMTC SEMTECH CORP | 1.66K | 4.80M | +288535.0% |
| FI FISERV INC | 268 | 586.47K | +218730.6% |
| VCEL VERICEL CORP | 770 | 1.64M | +212810.8% |
| BOKF BOK FINL CORP | 123 | 244.21K | +198448.0% |
| ACLS AXCELIS TECHNOLOGIES INC | 443 | 802.67K | +181090.1% |
| VRNS VARONIS SYS INC | 1.88K | 2.31M | +122863.2% |
| CMG CHIPOTLE MEXICAN GRILL… | 665 | 778.08K | +116904.5% |
| WK WORKIVA INC | 4.84K | 5.20M | +107404.7% |
| FER.MC FERROVIAL NV | 4.01K | 3.87M | +96278.6% |
| SRRK SCHOLAR ROCK HLDG CORP | 1.07K | 851.96K | +79448.4% |
| ATRC ATRICURE INC | 1.14K | 896.45K | +78743.4% |
| ICLR ICON PUB LTD CO | 90 | 51.46K | +57078.9% |
| MSA MSA SAFETY INC | 529 | 278.93K | +52627.8% |
| HLT HILTON WORLDWIDE HLDGS… | 1.05K | 498.38K | +47455.2% |
| HXL HEXCEL CORP NEW | 1.63K | 764.03K | +46715.4% |
| SVRA SAVARA INC | 2.18K | 1.01M | +46201.8% |
| BSX BOSTON SCIENTIFIC CORP | 2.41K | 1.11M | +46009.8% |
| NOVT NOVANTA INC | 743 | 330.45K | +44375.8% |
| PJT PJT PARTNERS INC | 445 | 197.89K | +44370.6% |
| DNLI DENALI THERAPEUTICS INC | 2.48K | 1.07M | +43042.1% |
| ABT ABBOTT LABORATORIES | 1.66K | 508.11K | +30601.5% |
| RDNT RADNET INC | 1.21K | 367.00K | +30255.6% |
| EMN EASTMAN CHEM CO | 1.86K | 462.10K | +24730.7% |
| ONB OLD NATL BANCORP IND | 7.43K | 1.63M | +21835.0% |
| MRK MERCK & CO INC | 7.46K | 1.63M | +21810.5% |
| SYY SYSCO CORP | 2.81K | 602.98K | +21350.9% |
| IEX IDEX CORP | 459 | 97.99K | +21249.2% |
| CERT CERTARA INC | 2.35K | 490.40K | +20785.9% |
| VERA VERA THERAPEUTICS INC | 727 | 146.31K | +20024.6% |
| HPP HUDSON PACIFIC… | 1.78K | 307.42K | +17180.4% |
| SIRI LIBERTY MEDIA CORP DEL | 14.64K | 2.45M | +16637.3% |
| QFIN QFIN HOLDINGS INC | 13.32K | 2.08M | +15490.8% |
| IREN IREN LIMITED | 4.80K | 657.68K | +13593.1% |
| STX SEAGATE TECHNOLOGY… | 1.27K | 173.49K | +13549.9% |
| HLNE HAMILTON LANE INC | 2.98K | 406.04K | +13543.8% |
| MBUU MALIBU BOATS INC | 359 | 44.68K | +12345.7% |
| PCOR PROCORE TECHNOLOGIES INC | 2.36K | 289.91K | +12163.5% |
| PBH PRESTIGE CONSMR… | 581 | 70.52K | +12037.5% |
| NVCR NOVOCURE LTD | 2.23K | 260.64K | +11582.6% |
| SMCI SUPER MICRO COMPUTER INC | 65.37K | 7.50M | +11373.0% |
| FICO FAIR ISAAC CORP | 1.04K | 116.76K | +11148.7% |
| AME AMETEK INC | 1.85K | 204.07K | +10907.1% |
| VRDN VIRIDIAN THERAPEUTICS… | 1.25K | 133.20K | +10590.4% |
| J JACOBS SOLUTIONS INC | 1.16K | 122.45K | +10501.6% |
| PYPL PAYPAL HLDGS INC | 26.87K | 2.78M | +10233.5% |
| QLYS QUALYS INC | 477 | 46.20K | +9586.4% |
| MSI MOTOROLA SOLUTIONS INC | 968 | 92.17K | +9421.4% |
| ADTN ADTRAN HOLDINGS INC | 1.19K | 105.69K | +8759.0% |
| ANET ARISTA NETWORKS INC | 6.00K | 529.80K | +8724.1% |
| NEM NEWMONT CORP | 12.62K | 1.10M | +8649.1% |
| CLDX CELLDEX THERAPEUTICS… | 1.37K | 116.03K | +8351.1% |
| HG HAMILTON INSURANCE… | 1.11K | 93.87K | +8326.5% |
| CENX CENTURY ALUM CO | 1.06K | 83.82K | +7807.3% |
| COHR COHERENT CORP | 2.80K | 220.98K | +7789.3% |
| TW TRADEWEB MKTS INC | 894 | 69.55K | +7679.3% |
| KFY KORN FERRY | 920 | 71.08K | +7626.1% |
| WRB BERKLEY W R CORP | 5.40K | 392.85K | +7175.0% |
| REG REGENCY CTRS CORP | 3.50K | 245.73K | +6922.8% |
| KYMR KYMERA THERAPEUTICS INC | 885 | 60.94K | +6785.8% |
| RGLD ROYAL GOLD INC | 3.45K | 230.32K | +6575.9% |
| ELY CALLAWAY GOLF CO | 2.93K | 191.60K | +6430.3% |
| EXPE EXPEDIA GROUP INC | 4.11K | 265.38K | +6350.7% |
| ACN ACCENTURE PLC IRELAND | 13.45K | 849.15K | +6215.7% |
| AMGN AMGEN INC | 5.16K | 321.73K | +6139.9% |
| DVN DEVON ENERGY CORP NEW | 3.81K | 228.96K | +5908.0% |
| BSY BENTLEY SYS INC | 15.94K | 932.67K | +5753.0% |
| MD PEDIATRIX MEDICAL GROUP… | 1.83K | 106.46K | +5710.9% |
| GOOGL ALPHABET INC | 72.36K | 4.14M | +5619.8% |
| BDC BELDEN INC | 936 | 51.47K | +5398.4% |
| XYL XYLEM INC | 7.57K | 408.07K | +5293.5% |
| KVYO KLAVIYO INC | 2.42K | 129.62K | +5264.9% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 5.49K | 289.79K | +5180.4% |
| KEX KIRBY CORP | 97 | 4.91K | +4963.9% |
| FTV FORTIVE CORP | 16.18K | 809.64K | +4902.4% |
| GAP GAP INC | 4.67K | 231.54K | +4861.2% |
| RYN RAYONIER INC | 5.87K | 289.76K | +4836.2% |
| TTE TOTALENERGIES SE | 183.47K | 8.89M | +4745.7% |
| DLTR DOLLAR TREE INC | 8.21K | 392.97K | +4685.9% |
| BMY BRISTOL-MYERS SQUIBB CO | 45.07K | 2.14M | +4656.0% |
| RLJ RLJ LODGING TR | 61.14K | 2.90M | +4645.3% |
| HOG HARLEY DAVIDSON INC | 3.97K | 187.99K | +4635.3% |
| AGI ALAMOS GOLD INC | 9.17K | 411.11K | +4384.2% |
| WPM WHEATON PRECIOUS METALS… | 14.73K | 660.03K | +4381.7% |
| AMD ADVANCED MICRO DEVICES… | 15.28K | 682.71K | +4369.2% |
| CDE COEUR MNG INC | 39.39K | 1.70M | +4207.9% |
| NTR NUTRIEN LTD | 4.28K | 183.12K | +4182.5% |
| RYTM RHYTHM PHARMACEUTICALS… | 963 | 41.13K | +4171.5% |
| APPF APPFOLIO INC | 425 | 17.27K | +3963.5% |
| ERIC TELEFONAKTIEBOLAGET LM… | 20.49K | 801.51K | +3811.3% |
| THG HANOVER INS GROUP INC | 621 | 23.77K | +3728.5% |
| MSTR STRATEGY INC | 1.83K | 69.08K | +3680.8% |
| G GENPACT LIMITED | 5.89K | 219.80K | +3630.4% |
| SEIC SEI INVTS CO | 1.47K | 51.91K | +3423.9% |
| RMBS RAMBUS INC DEL | 635 | 22.36K | +3420.9% |
| VIK VIKING HOLDINGS LTD | 11.10K | 388.62K | +3402.6% |
| VTR VENTAS INC | 11.40K | 395.57K | +3369.9% |
| FLTR.L FLUTTER ENTMT PLC | 16.30K | 552.21K | +3288.8% |
| SNEX STONEX GROUP INC | 1.14K | 37.96K | +3238.8% |
| PDD PDD HOLDINGS INC | 9.03K | 294.81K | +3163.3% |
| QSR RESTAURANT BRANDS INTL… | 10.94K | 347.32K | +3073.9% |
| BX BLACKSTONE INC | 6.65K | 209.62K | +3050.8% |
| FTI TECHNIPFMC PLC | 3.04K | 93.04K | +2959.4% |
| ATR APTARGROUP INC | 4.22K | 125.67K | +2878.5% |
| ADM ARCHER DANIELS MIDLAND… | 2.09K | 61.18K | +2821.5% |
| TWLO TWILIO INC | 5.81K | 168.59K | +2801.7% |
| MSCI MSCI INC | 398 | 11.34K | +2748.7% |
| RTX RTX CORPORATION | 10.44K | 288.92K | +2668.2% |
| KO COCA COLA CO | 80.14K | 2.21M | +2656.2% |
| RMD RESMED INC | 10.19K | 276.18K | +2611.7% |
| HQY HEALTHEQUITY INC | 1.58K | 42.22K | +2567.0% |
| SNAP SNAP INC | 111.20K | 2.92M | +2530.4% |
| KDP KEURIG DR PEPPER INC | 39.69K | 1.04M | +2513.7% |
| GL GLOBE LIFE INC | 3.13K | 81.07K | +2486.7% |
| WTS WATTS WATER… | 66 | 1.70K | +2478.8% |
| POWL POWELL INDS INC | 828 | 21.33K | +2476.3% |
| AVB AVALONBAY CMNTYS INC | 7.00K | 171.75K | +2355.4% |
| ONTO ONTO INNOVATION INC | 958 | 23.25K | +2327.2% |
| OKTA OKTA INC | 11.11K | 252.13K | +2168.7% |
Confronto grezzo del numero di azioni tra i due trimestri selezionati (come dichiarato; gli split tra trimestri distanti non sono rettificati qui — le schede delle variazioni trimestrali nella pagina del manager sono rettificate per split). Solo posizioni in azioni ordinarie con ticker associati.
Provenienza: Entrambe le istantanee provengono dalle tabelle informative 13F analizzate del gestore (ultime versioni accettate).
← Torna alla scheda del gestore