Portföy farkı
Capital Research Global Investors
Q1 2026 ⇄ Q2 2026
+28Eklendi
−65Kaldırıldı
200Yeniden boyutlandırıldı
3Değişmedi
Eklendi (Q2 2026)
Kaldırıldı (içinde tutuluyordu Q1 2026)
Yeniden boyutlandırılan pozisyonlar
| Menkul kıymet | Q1 2026 hisseler | Q2 2026 hisseler | Değişim |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 134.16K | 8.96M | +6581.5% |
| KLAC KLA CORP | 976.44K | 9.75M | +898.3% |
| CR CRANE COMPANY | 102.97K | 611.77K | +494.1% |
| CVNA CARVANA CO | 10.85M | 63.42M | +484.5% |
| WOLF WOLFSPEED INC | 1.34M | 6.17M | +360.0% |
| OVV OVINTIV INC | 5.36M | 19.45M | +262.7% |
| IWF ISHARES TR | 1.24K | 3.79K | +206.4% |
| SAIA SAIA INC | 162.64K | 490.91K | +201.8% |
| ESAB ESAB CORPORATION | 618.50K | 1.86M | +201.2% |
| VALE VALE S A | 8.61M | 24.48M | +184.4% |
| TSCO TRACTOR SUPPLY CO | 10.63M | 30.02M | +182.3% |
| MO ALTRIA GROUP INC | 25.68M | 58.65M | +128.4% |
| UAL UNITED AIRLS HLDGS INC | 1.30M | 2.86M | +120.2% |
| CYTK CYTOKINETICS INC | 771.00K | 1.69M | +118.8% |
| SWKS SKYWORKS SOLUTIONS INC | 2.02M | 4.39M | +116.9% |
| DASH DOORDASH INC | 5.10M | 10.94M | +114.4% |
| WHD CACTUS INC | 659.78K | 1.38M | +109.2% |
| BSX BOSTON SCIENTIFIC CORP | 7.08M | 14.18M | +100.3% |
| SVV SAVERS VALUE VLG INC | 1.77M | 3.52M | +98.7% |
| GEHC GE HEALTHCARE… | 21.11M | 394.15K | -98.1% |
| SPGI S&P GLOBAL INC | 282.82K | 5.55K | -98.0% |
| SE SEA LTD | 2.27M | 4.45M | +96.1% |
| AEM AGNICO EAGLE MINES LTD | 580.56K | 1.11M | +90.7% |
| PODD INSULET CORP | 1.67M | 155.31K | -90.7% |
| ICFI ICF INTL INC | 1.60M | 243.20K | -84.8% |
| HAL HALLIBURTON CO | 56.34M | 8.65M | -84.6% |
| LYB LYONDELLBASELL… | 10.21M | 1.61M | -84.2% |
| ROOT ROOT INC | 477.12K | 77.53K | -83.7% |
| ESTA ESTABLISHMENT LABS… | 102.89K | 189.03K | +83.7% |
| SPNT SIRIUSPOINT LTD | 747.97K | 1.36M | +82.0% |
| NKE NIKE INC | 7.08M | 1.31M | -81.6% |
| WCN WASTE CONNECTIONS INC | 663.74K | 123.53K | -81.4% |
| OLLI OLLIES BARGAIN OUTLET… | 1.37M | 2.42M | +77.1% |
| AXP AMERICAN EXPRESS CO | 3.17M | 741.64K | -76.6% |
| CAVA CAVA GROUP INC | 6.14M | 1.44M | -76.5% |
| CIEN CIENA CORP | 2.75M | 656.55K | -76.1% |
| SLB SLB LIMITED | 2.00M | 517.88K | -74.1% |
| EGO ELDORADO GOLD CORP NEW | 10.38M | 18.07M | +74.0% |
| IREN IREN LIMITED | 1.97M | 518.89K | -73.7% |
| MDLN MEDLINE INC | 23.16M | 39.96M | +72.5% |
| SSB SOUTHSTATE BK CORP | 968.01K | 272.73K | -71.8% |
| SYK STRYKER CORPORATION | 5.61M | 1.62M | -71.2% |
| BIL SPDR SERIES TRUST | 516.25K | 149.35K | -71.1% |
| RGLD ROYAL GOLD INC | 856.10K | 1.45M | +69.6% |
| MDT MEDTRONIC PLC | 41.93M | 13.26M | -68.4% |
| HTHT H WORLD GROUP LTD | 1.01M | 1.69M | +68.3% |
| STZ CONSTELLATION BRANDS INC | 2.15M | 762.80K | -64.6% |
| CME CME GROUP INC | 3.33M | 1.19M | -64.2% |
| ATO ATMOS ENERGY CORP | 4.01M | 1.51M | -62.4% |
| BLD TOPBUILD COR | 4.10M | 1.56M | -61.9% |
| NOC NORTHROP GRUMMAN CORP | 1.22M | 473.29K | -61.1% |
| MSTR STRATEGY INC | 7.62M | 2.99M | -60.7% |
| ISRG INTUITIVE SURGICAL INC | 966.64K | 1.55M | +60.5% |
| FN FABRINET | 342.20K | 135.59K | -60.4% |
| HLI HOULIHAN LOKEY INC | 1.31M | 526.87K | -59.9% |
| SPY STATE STR SPDR S&P 500… | 42.21K | 18.19K | -56.9% |
| STEP STEPSTONE GROUP INC | 794.88K | 1.23M | +55.0% |
| EMN EASTMAN CHEM CO | 4.84M | 2.19M | -54.8% |
| IWB ISHARES TR | 1.33K | 611 | -54.2% |
| FANG DIAMONDBACK ENERGY INC | 3.07M | 1.47M | -52.0% |
| DLR DIGITAL RLTY TR INC | 1.60M | 768.88K | -51.9% |
| APG API GROUP CORP | 4.59M | 6.96M | +51.6% |
| D DOMINION ENERGY INC | 48.98M | 73.86M | +50.8% |
| MOG-A MOOG INC | 143.84K | 70.80K | -50.8% |
| VICI VICI PPTYS INC | 17.97M | 8.93M | -50.3% |
| LITE LUMENTUM HLDGS INC | 531.39K | 269.10K | -49.4% |
| PANW PALO ALTO NETWORKS INC | 1.96M | 1.04M | -47.1% |
| HON HONEYWELL INTL INC | 5.91M | 3.30M | -44.1% |
| CB CHUBB LIMITED | 6.30M | 3.52M | -44.1% |
| ENSG ENSIGN GROUP INC | 1.40M | 2.02M | +44.0% |
| NEE NEXTERA ENERGY INC | 35.66M | 20.10M | -43.6% |
| SCCO SOUTHERN COPPER CORP | 1.27M | 721.15K | -43.4% |
| CVE CENOVUS ENERGY INC | 105.25M | 59.77M | -43.2% |
| ARM ARM HOLDINGS PLC | 4.22M | 2.40M | -43.1% |
| STRL STERLING INFRASTRUCTURE… | 338.01K | 194.35K | -42.5% |
| SLAB SILICON LABORATORIES INC | 811.94K | 471.55K | -41.9% |
| SYY SYSCO CORP | 8.88M | 5.23M | -41.1% |
| UBER UBER TECHNOLOGIES INC | 116.34M | 70.00M | -39.8% |
| UNH UNITEDHEALTH GROUP INC | 17.11M | 10.53M | -38.4% |
| ADBE ADOBE INC | 726.38K | 447.45K | -38.4% |
| TCOM TRIP COM GROUP LTD | 1.58M | 973.66K | -38.4% |
| AIG AMERICAN INTL GROUP INC | 7.29M | 4.53M | -37.9% |
| FIX COMFORT SYS USA INC | 153.64K | 95.98K | -37.5% |
| RYTM RHYTHM PHARMACEUTICALS… | 1.12M | 1.53M | +37.4% |
| AMD ADVANCED MICRO DEVICES… | 1.73M | 1.08M | -37.3% |
| TXN TEXAS INSTRS INC | 8.91M | 5.65M | -36.6% |
| STLA STELLANTIS N.V | 4.35M | 5.92M | +35.9% |
| SHOP SHOPIFY INC | 11.64M | 7.49M | -35.6% |
| TLN TALEN ENERGY CORP | 322.50K | 435.59K | +35.1% |
| LRCX LAM RESEARCH CORP | 2.60M | 1.70M | -34.6% |
| IRTC IRHYTHM HOLDINGS INC | 509.59K | 335.21K | -34.2% |
| SII SPROTT INC | 455.08K | 305.13K | -33.0% |
| V VISA INC | 6.02M | 4.08M | -32.3% |
| INTU INTUIT | 477.02K | 323.94K | -32.1% |
| NEM NEWMONT CORP | 3.02M | 2.07M | -31.5% |
| CAT CATERPILLAR INC | 3.20M | 2.20M | -31.3% |
| PCG PG&E CORP | 17.35M | 11.99M | -30.9% |
| FCFS FIRSTCASH HOLDINGS INC | 559.46K | 731.72K | +30.8% |
| ZTS ZOETIS INC | 1.41M | 980.81K | -30.4% |
| PAR PAR TECHNOLOGY CORP | 1.48M | 1.03M | -30.3% |
| PLTR PALANTIR TECHNOLOGIES… | 1.26M | 876.30K | -30.3% |
| EQIX EQUINIX INC | 584.79K | 408.65K | -30.1% |
| WFRD WEATHERFORD INTL PLC | 2.26M | 1.58M | -30.0% |
| MCD MCDONALDS CORP | 6.89M | 8.96M | +30.0% |
| TEX TEREX CORP NEW | 1.10M | 773.35K | -30.0% |
| MRVL MARVELL TECHNOLOGY INC | 4.40M | 3.09M | -29.8% |
| CMCSA COMCAST CORP NEW | 89.57M | 116.11M | +29.6% |
| URI UNITED RENTALS INC | 2.73M | 1.92M | -29.4% |
| CNQ CANADIAN NAT RES LTD… | 164.43M | 116.07M | -29.4% |
| SMTC SEMTECH CORP | 4.15M | 2.95M | -28.8% |
| AMT AMERICAN TOWER CORP | 4.10M | 2.92M | -28.8% |
| KT KT CORP | 5.74M | 7.39M | +28.7% |
| GILD GILEAD SCIENCES INC | 27.13M | 19.39M | -28.5% |
| META META PLATFORMS INC | 30.91M | 39.62M | +28.2% |
| APP APPLOVIN CORP | 2.64M | 1.91M | -27.8% |
| COP CONOCOPHILLIPS | 6.15M | 4.45M | -27.7% |
| T AT&T INC | 61.57M | 44.83M | -27.2% |
| KNF KNIFE RIVER CORP | 1.76M | 1.29M | -26.7% |
| ROG ROGERS CORP | 1.52M | 1.11M | -26.7% |
| MTRN MATERION CORP | 789.87K | 1.00M | +26.7% |
Seçilen iki çeyrek arasında ham hisse adedi karşılaştırması (raporlandığı şekliyle; uzak çeyrekler arasındaki bölünmeler burada ayarlanmaz — yönetici sayfasındaki çeyreklik değişim sekmeleri bölünme açısından ayarlanmıştır). Yalnızca eşleştirilmiş tickerları olan adi hisse senedi pozisyonları.
Kaynak: Her iki anlık görüntü de yöneticinin ayrıştırılmış 13F bilgi tablolarından (en son kabul edilmiş versiyonlar) alınmıştır.
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