ポートフォリオ差分
BNP Paribas Asset Management Holding S.A.
Q1 2026 ⇄ Q2 2026
+95追加済み
−101除外
200サイズ変更済み
47変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| SBS COMPANHIA DE SANEAMENTO… | 4.47K | 1.16M | +25912.4% |
| SSD SIMPSON MFG INC | 692 | 128.75K | +18506.2% |
| HPP HUDSON PACIFIC… | 1.78K | 326.35K | +18244.5% |
| WK WORKIVA INC | 28.97K | 5.22M | +17934.1% |
| LLYVA LIBERTY LIVE HOLDINGS… | 1.03K | 182.64K | +17615.1% |
| QFIN QFIN HOLDINGS INC | 13.32K | 2.08M | +15498.6% |
| NPO ENPRO INC | 414 | 61.15K | +14671.3% |
| IREN IREN LIMITED | 4.80K | 657.68K | +13593.1% |
| SMCI SUPER MICRO COMPUTER INC | 65.37K | 8.23M | +12496.8% |
| MBUU MALIBU BOATS INC | 359 | 45.07K | +12453.5% |
| PBH PRESTIGE CONSMR… | 581 | 72.38K | +12358.3% |
| KEX KIRBY CORP | 97 | 8.04K | +8189.7% |
| MOD MODINE MFG CO | 934 | 74.52K | +7878.4% |
| NCNO NCINO INC | 1.58K | 125.85K | +7844.9% |
| APPN APPIAN CORP | 786 | 55.99K | +7023.2% |
| FIGS FIGS INC | 1.48K | 105.21K | +6999.2% |
| BTSG BRIGHTSPRING HEALTH… | 1.79K | 126.80K | +6983.9% |
| BDC BELDEN INC | 936 | 54.67K | +5741.0% |
| EYE NATIONAL VISION HLDGS… | 1.87K | 102.46K | +5382.3% |
| TBPH THERAVANCE BIOPHARMA INC | 1.14K | 61.13K | +5281.3% |
| AVT AVNET INC | 2.00K | 96.38K | +4716.7% |
| DOX AMDOCS LTD | 2.59K | 116.61K | +4404.2% |
| PNFP PINNACLE FINL PARTNERS… | 3.23K | 143.93K | +4357.5% |
| APPF APPFOLIO INC | 425 | 18.92K | +4352.2% |
| HAYW HAYWARD HLDGS INC | 4.47K | 173.62K | +3785.0% |
| FNB F N B CORP | 8.59K | 325.21K | +3684.2% |
| UMBF UMB FINL CORP | 1.39K | 51.56K | +3612.2% |
| TENB TENABLE HLDGS INC | 2.66K | 98.76K | +3609.9% |
| SNEX STONEX GROUP INC | 1.14K | 41.77K | +3573.5% |
| SEIC SEI INVTS CO | 1.47K | 53.46K | +3529.6% |
| NET CLOUDFLARE INC | 407.77K | 13.51M | +3213.0% |
| CARG CARGURUS INC | 1.85K | 57.59K | +3004.4% |
| FAF FIRST AMERN FINL CORP | 3.25K | 97.84K | +2915.2% |
| AMKR AMKOR TECHNOLOGY INC | 2.10K | 59.81K | +2744.3% |
| SNAP SNAP INC | 111.20K | 2.92M | +2530.4% |
| LMAT LEMAITRE VASCULAR INC | 144 | 3.66K | +2443.1% |
| FIVE FIVE BELOW INC | 1.43K | 36.03K | +2424.9% |
| MIDD MIDDLEBY CORP | 838 | 20.23K | +2314.1% |
| SMPL SIMPLY GOOD FOODS CO | 5.82K | 137.57K | +2264.6% |
| CNM CORE & MAIN INC | 3.60K | 84.86K | +2258.5% |
| LFUS LITTELFUSE INC | 466 | 10.91K | +2241.0% |
| BKNG BOOKING HOLDINGS INC | 64.01K | 1.48M | +2218.6% |
| PLUG PLUG PWR INC | 234.16K | 5.13M | +2089.6% |
| MH MCGRAW HILL INC | 6.10K | 114.95K | +1783.5% |
| RYN RAYONIER INC | 21.95K | 377.61K | +1620.6% |
| CDE COEUR MNG INC | 101.33K | 1.70M | +1574.7% |
| ATKR ATKORE INC | 668 | 10.95K | +1539.7% |
| SEZL SEZZLE INC | 292 | 4.68K | +1503.1% |
| TOL TOLL BROTHERS INC | 1.63K | 26.16K | +1502.9% |
| HRB BLOCK H & R INC | 2.42K | 37.04K | +1428.8% |
| ADNT ADIENT PLC | 991 | 15.13K | +1427.1% |
| CRL CHARLES RIV LABS INTL… | 9.81K | 146.30K | +1390.9% |
| RSI RUSH STREET INTERACTIVE… | 1.25K | 18.21K | +1353.4% |
| NMRK NEWMARK GROUP INC | 2.04K | 28.69K | +1310.0% |
| KLAC KLA CORP | 195.63K | 2.69M | +1276.8% |
| IBOC INTERNATIONAL… | 427 | 5.84K | +1266.7% |
| CE CELANESE CORP DEL | 2.02K | 26.41K | +1209.6% |
| OPFI OPPFI INC | 12.66K | 162.60K | +1184.8% |
| MCY MERCURY GENL CORP NEW | 246 | 3.14K | +1175.6% |
| GPN GLOBAL PMTS INC | 51.30K | 646.37K | +1160.0% |
| GPK GRAPHIC PACKAGING HLDG… | 5.95K | 74.10K | +1146.5% |
| ESTC ELASTIC N V | 1.86K | 23.07K | +1140.2% |
| STRA STRATEGIC ED INC | 365 | 4.52K | +1139.5% |
| POWL POWELL INDS INC | 2.02K | 24.29K | +1099.3% |
| LTC LTC PPTYS INC | 2.59K | 30.33K | +1069.1% |
| SITM SITIME CORP | 188.58K | 2.20M | +1064.6% |
| MAC MACERICH CO | 15.68K | 167.51K | +968.5% |
| MYRG MYR GROUP INC | 658 | 6.70K | +917.6% |
| CRWV COREWEAVE INC | 12.70K | 126.28K | +894.5% |
| RUSHA RUSH ENTERPRISES INC | 1.24K | 12.18K | +885.4% |
| EL LAUDER ESTEE COS INC | 53.92K | 521.64K | +867.5% |
| FLTR.L FLUTTER ENTMT PLC | 61.79K | 597.70K | +867.3% |
| MAT MATTEL INC | 5.62K | 54.31K | +865.7% |
| AAOI APPLIED OPTOELECTRONICS… | 1.09K | 10.16K | +833.9% |
| AVNT AVIENT CORPORATION | 1.88K | 17.27K | +820.3% |
| CXT CRANE NXT CO | 10.29K | 94.03K | +814.2% |
| AAL AMERICAN AIRLINES GROUP… | 2.12K | 19.12K | +802.5% |
| FN FABRINET | 662 | 5.94K | +796.7% |
| GT GOODYEAR TIRE & RUBR CO | 5.92K | 51.52K | +770.6% |
| ALLY ALLY FINL INC | 5.23K | 44.17K | +744.3% |
| XPO XPO INC | 2.20K | 18.39K | +734.6% |
| TTC TORO CO | 1.81K | 14.71K | +713.9% |
| PENG PENGUIN SOLUTIONS INC | 890 | 7.24K | +712.9% |
| BAH BOOZ ALLEN HAMILTON… | 3.32K | 26.18K | +688.9% |
| SANM SANMINA CORP | 2.19K | 17.07K | +681.1% |
| COO COOPER COS INC | 94.22K | 735.05K | +680.1% |
| HIW HIGHWOODS PPTYS INC | 8.93K | 68.18K | +663.6% |
| FICO FAIR ISAAC CORP | 17.78K | 135.50K | +662.2% |
| VCYT VERACYTE INC | 1.80K | 13.44K | +646.2% |
| CENX CENTURY ALUM CO | 12.03K | 87.92K | +630.9% |
| PIPR PIPER SANDLER COMPANIES | 1.02K | 7.06K | +592.4% |
| MTX MINERALS TECHNOLOGIES… | 917 | 6.22K | +578.8% |
| JLL JONES LANG LASALLE INC | 969 | 6.57K | +578.4% |
| LYB LYONDELLBASELL… | 42.58K | 281.80K | +561.8% |
| ENVA ENOVA INTL INC | 279 | 1.79K | +542.3% |
| CNC CENTENE CORP DEL | 127.44K | 730.83K | +473.5% |
| CAR AVIS BUDGET GROUP INC | 380 | 2.17K | +470.0% |
| GBX GREENBRIER COS INC | 7.95K | 43.23K | +443.7% |
| DUK DUKE ENERGY CORP NEW | 39.53K | 212.44K | +437.4% |
| PK PARK HOTELS & RESORTS… | 66.25K | 346.24K | +422.6% |
| VICR VICOR CORP | 373 | 1.91K | +412.3% |
| AZZ AZZ INC | 819 | 4.12K | +403.7% |
| TCBI TEXAS CAP BANCSHARES INC | 877 | 4.34K | +395.4% |
| SO SOUTHERN CO | 56.77K | 279.82K | +392.9% |
| ALKS ALKERMES PLC | 239.67K | 1.16M | +383.7% |
| AVA AVISTA CORP | 3.13K | 15.12K | +383.5% |
| STBA S & T BANCORP INC | 981 | 4.68K | +377.3% |
| CVNA CARVANA CO | 14.52K | 68.96K | +375.1% |
| SAIA SAIA INC | 9.35K | 44.10K | +371.7% |
| WSO WATSCO INC | 3.94K | 18.50K | +369.7% |
| CWEN CLEARWAY ENERGY INC | 2.70K | 12.38K | +358.6% |
| DNLI DENALI THERAPEUTICS INC | 296.50K | 1.36M | +357.2% |
| VICI VICI PPTYS INC | 985.28K | 4.49M | +355.9% |
| HSY HERSHEY CO | 61.13K | 274.64K | +349.2% |
| PEGA PEGASYSTEMS INC | 7.00K | 30.83K | +340.5% |
| KMT KENNAMETAL INC | 29.86K | 131.18K | +339.4% |
| CUBI CUSTOMERS BANCORP INC | 515 | 2.26K | +339.0% |
| CATY CATHAY GEN BANCORP | 926 | 4.01K | +333.4% |
| IOSP INNOSPEC INC | 616 | 2.61K | +323.5% |
| RPM RPM INTL INC | 25.56K | 106.46K | +316.5% |
選択した2四半期間の株数の生データ比較（報告値のまま。期間が離れた四半期間の株式分割は、ここでは調整していません。マネジャーページの四半期変化タブは分割調整済みです。）。ティッカーがマッピングされた普通株ポジションのみが対象です。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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