مقارنة المحفظة
Capital Research Global Investors
Q1 2026 ⇄ Q2 2026
+30تمت الإضافة
−65محذوف
200تمت إعادة الحجم
3دون 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 | 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% |
| 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% |
| BA BOEING CO | 7.01M | 12.10M | +72.7% |
| MDLN MEDLINE INC | 23.16M | 39.96M | +72.5% |
| UBER UBER TECHNOLOGIES INC | 116.34M | 200.66M | +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% |
| 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% |
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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