مقارنة المحفظة
Capital International Investors
Q1 2026 ⇄ Q2 2026
+47تمت الإضافة
−41محذوف
200تمت إعادة الحجم
7دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 25.80K | 1.78M | +6815.2% |
| MMYT MAKEMYTRIP LIMITED… | 45.13K | 1.18M | +2508.3% |
| MRK MERCK & CO INC | 870.26K | 15.39M | +1668.1% |
| TCOM TRIP COM GROUP LTD | 378.25K | 6.08M | +1507.3% |
| KLAC KLA CORP | 2.73M | 35.56M | +1203.4% |
| RKT ROCKET COS INC | 3.65M | 33.41M | +814.6% |
| CVNA CARVANA CO | 3.33M | 23.26M | +598.9% |
| INTC INTEL CORP | 7.18M | 38.57M | +437.1% |
| DE DEERE & CO | 1.70M | 6.41M | +276.3% |
| HLI HOULIHAN LOKEY INC | 112.96K | 406.53K | +259.9% |
| BOH BANK HAWAII CORP | 369.00K | 1.32M | +258.0% |
| KRMN KARMAN HLDGS INC | 470.26K | 1.29M | +174.8% |
| DGRO ISHARES TR | 56.60K | 150.17K | +165.3% |
| NTES NETEASE COM INC | 237.04K | 620.92K | +161.9% |
| MBB ISHARES TR | 299.89K | 695.09K | +131.8% |
| AEM AGNICO EAGLE MINES LTD | 250.60K | 571.39K | +128.0% |
| LEGN LEGEND BIOTECH CORP | 647.85K | 1.42M | +119.3% |
| IFF INTERNATIONAL… | 667.11K | 1.46M | +118.9% |
| TSCO TRACTOR SUPPLY CO | 12.25M | 25.83M | +110.8% |
| VEA VANGUARD TAX-MANAGED FDS | 49.70K | 104.07K | +109.4% |
| EVR EVERCORE INC | 155.77K | 324.75K | +108.5% |
| EQT EQT CORP | 3.45M | 7.15M | +107.3% |
| RKLB ROCKET LAB CORP | 6.70M | 6.23K | -99.9% |
| XPO XPO INC | 925.66K | 1.16K | -99.9% |
| DB DEUTSCHE BK AG | 23.55M | 239.38K | -99.0% |
| SSL SASOL LTD | 877.97K | 1.74M | +98.3% |
| CARR CARRIER GLOBAL… | 10.72M | 303.64K | -97.2% |
| BZ KANZHUN LIMITED | 3.44M | 214.09K | -93.8% |
| CPNG COUPANG INC | 44.31M | 3.51M | -92.1% |
| CGHY CAPITAL GRP FIXED INCM… | 1.03M | 90.89K | -91.2% |
| SNDA SONIDA SENIOR LIVING INC | 1.74M | 3.29M | +88.8% |
| CNI CANADIAN NATL RY CO | 1.44M | 217.12K | -85.0% |
| SOBO SOUTH BOW CORP | 4.31M | 854.46K | -80.2% |
| TSLA TESLA INC | 632.03K | 140.22K | -77.8% |
| TBBB BBB FOODS INC | 4.24M | 7.53M | +77.5% |
| AMGN AMGEN INC | 7.12M | 1.67M | -76.6% |
| DLR DIGITAL RLTY TR INC | 1.73M | 408.42K | -76.4% |
| FICO FAIR ISAAC CORP | 709.12K | 1.25M | +75.9% |
| ARM ARM HOLDINGS PLC | 1.17M | 2.05M | +75.9% |
| LLYVA LIBERTY LIVE HOLDINGS… | 329.93K | 575.77K | +74.5% |
| BRO BROWN & BROWN INC | 2.61M | 802.33K | -69.3% |
| FDX FEDEX CORP | 913.79K | 288.46K | -68.4% |
| CMCSA COMCAST CORP NEW | 14.06M | 4.68M | -66.7% |
| ACN ACCENTURE PLC IRELAND | 4.11M | 1.39M | -66.1% |
| APO APOLLO GLOBAL MGMT INC | 9.92M | 3.38M | -65.9% |
| EXC EXELON CORP | 15.35M | 5.34M | -65.2% |
| FIX COMFORT SYS USA INC | 391.83K | 141.39K | -63.9% |
| TIGR UP FINTECH HLDG LTD | 5.28M | 2.19M | -58.5% |
| CAT CATERPILLAR INC | 3.46M | 1.45M | -58.1% |
| KLIC KULICKE & SOFFA INDS INC | 1.74M | 789.57K | -54.8% |
| NCLH NORWEGIAN CRUISE LINE… | 29.98M | 14.04M | -53.2% |
| TMUS T-MOBILE US INC | 6.03M | 2.86M | -52.6% |
| CGIB CAPITAL GRP FIXED INCM… | 60.32K | 90.92K | +50.7% |
| CB CHUBB LIMITED | 2.35M | 1.17M | -50.0% |
| TPC TUTOR PERINI CORP | 1.51M | 2.26M | +49.9% |
| WH WYNDHAM HOTELS &… | 817.92K | 410.30K | -49.8% |
| PSA PUBLIC STORAGE | 6.36M | 9.50M | +49.3% |
| WPM WHEATON PRECIOUS METALS… | 4.03M | 6.01M | +49.1% |
| PDD PDD HOLDINGS INC | 2.10M | 3.14M | +49.0% |
| STZ CONSTELLATION BRANDS INC | 1.62M | 834.60K | -48.5% |
| RIO RIO TINTO PLC | 4.61K | 2.41K | -47.7% |
| INSM INSMED INC | 5.60M | 8.24M | +47.2% |
| LYB LYONDELLBASELL… | 5.85M | 3.10M | -47.0% |
| IP INTERNATIONAL PAPER CO | 36.67M | 19.56M | -46.7% |
| CIGI COLLIERS INTL GROUP INC | 185.63K | 100.31K | -46.0% |
| SYRE SPYRE THERAPEUTICS INC | 1.75M | 955.20K | -45.3% |
| CGVV CAPITAL GROUP EQUITY… | 1.00M | 550.00K | -45.0% |
| RBLX ROBLOX CORP | 29.18M | 16.09M | -44.9% |
| CAH CARDINAL HEALTH INC | 128.89K | 72.30K | -43.9% |
| AMX AMERICA MOVIL SAB DE CV | 10.22M | 5.82M | -43.0% |
| RGLD ROYAL GOLD INC | 980.08K | 563.36K | -42.5% |
| SLB SLB LIMITED | 12.44M | 7.22M | -41.9% |
| EFX EQUIFAX INC | 3.68M | 5.19M | +41.1% |
| MTD METTLER TOLEDO… | 1.08M | 1.52M | +40.8% |
| ACGL ARCH CAP GROUP LTD | 1.35M | 804.73K | -40.5% |
| CGCP CAPITAL GRP FIXED INCM… | 52.10M | 73.02M | +40.2% |
| FCN FTI CONSULTING INC | 512.95K | 307.31K | -40.1% |
| CGCB CAPITAL GRP FIXED INCM… | 29.86M | 41.79M | +40.0% |
| CVX CHEVRON CORPORATION | 1.91M | 2.66M | +39.5% |
| TJX TJX COS INC NEW | 5.39M | 3.26M | -39.4% |
| EFA ISHARES TR | 1.40M | 862.30K | -38.4% |
| ASML ASML HLDG NV | 1.77M | 2.44M | +38.0% |
| WING WINGSTOP INC | 390.71K | 536.78K | +37.4% |
| TFII TFI INTERNATIONAL INC | 3.14K | 1.98K | -36.9% |
| HCA HCA HEALTHCARE INC | 3.03M | 1.92M | -36.8% |
| ATI ATI INC | 5.88M | 3.72M | -36.8% |
| TT TRANE TECHNOLOGIES PLC | 819.74K | 1.11M | +35.5% |
| CRM SALESFORCE INC | 12.62M | 8.15M | -35.4% |
| BRK-B BERKSHIRE HATHAWAY INC… | 844.45K | 546.99K | -35.2% |
| PWR QUANTA SVCS INC | 2.25M | 1.47M | -34.9% |
| TEL TE CONNECTIVITY PLC | 3.46M | 2.27M | -34.3% |
| ZBH ZIMMER BIOMET HOLDINGS… | 9.12M | 12.18M | +33.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 2.94M | 3.91M | +32.8% |
| SPY STATE STR SPDR S&P 500… | 85.10K | 57.94K | -31.9% |
| IWB ISHARES TR | 1.47K | 1.93K | +31.3% |
| OKE ONEOK INC NEW | 13.12M | 17.20M | +31.2% |
| HD HOME DEPOT INC | 1.89M | 1.32M | -30.5% |
| ACA ARCOSA INC | 1.95M | 1.36M | -30.4% |
| NP NEPTUNE INS HLDGS INC | 1.35M | 944.97K | -29.9% |
| BMY BRISTOL-MYERS SQUIBB CO | 8.43M | 5.91M | -29.9% |
| CMG CHIPOTLE MEXICAN GRILL… | 42.80M | 30.13M | -29.6% |
| MDA MDA SPACE LTD | 2.61M | 3.38M | +29.5% |
| BABA ALIBABA GROUP HLDG LTD | 264.46K | 342.01K | +29.3% |
| ELF E L F BEAUTY INC | 1.30M | 919.43K | -29.1% |
| AES AES CORP | 5.04M | 3.58M | -29.0% |
| CDRE CADRE HLDGS INC | 1.26M | 1.62M | +28.7% |
| ELV ELEVANCE HEALTH INC… | 1.05M | 751.77K | -28.5% |
| BLD TOPBUILD COR | 565.33K | 405.71K | -28.2% |
| CGGG CAPITAL GROUP EQUITY… | 1.00M | 720.00K | -28.0% |
| VEU VANGUARD INTL EQUITY… | 13.16K | 16.72K | +27.0% |
| TXN TEXAS INSTRS INC | 2.04M | 1.49M | -26.8% |
| NU NU HLDGS LTD | 7.31M | 5.42M | -25.8% |
| BX BLACKSTONE INC | 3.90M | 2.90M | -25.7% |
| ACWI ISHARES TR | 574.70K | 427.27K | -25.7% |
| SO SOUTHERN CO | 1.38M | 1.04M | -25.1% |
| SSB SOUTHSTATE BK CORP | 1.07M | 798.83K | -25.0% |
| IR INGERSOLL RAND INC | 13.22M | 9.96M | -24.7% |
| CDNS CADENCE DESIGN SYSTEM… | 3.95M | 4.89M | +23.6% |
| BJ BJS WHSL CLUB HLDGS INC | 2.20M | 2.71M | +23.4% |
| RBRK RUBRIK INC. | 618.12K | 762.47K | +23.4% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
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