Diff de portefeuille
Capital World Investors
Q1 2026 ⇄ Q2 2026
+63Ajouté
−54Supprimé
200Redimensionné
20Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| BZ KANZHUN LIMITED | 142.41K | 13.81M | +9597.8% |
| BKNG BOOKING HOLDINGS INC | 769.16K | 20.61M | +2580.1% |
| KLAC KLA CORP | 4.08M | 45.32M | +1009.6% |
| HUM HUMANA INC | 94.50K | 1.02M | +981.9% |
| CLBT CELLEBRITE DI LTD | 215.51K | 2.11M | +880.4% |
| DDOG DATADOG INC | 9.58K | 88.05K | +819.3% |
| PR PERMIAN RESOURCES CORP | 3.17M | 20.32M | +540.8% |
| MS MORGAN STANLEY | 1.62M | 10.17M | +529.2% |
| CVNA CARVANA CO | 2.61M | 14.20M | +445.0% |
| MLYS MINERALYS THERAPEUTICS… | 398.18K | 2.00M | +401.7% |
| U UNITY SOFTWARE INC | 1.38M | 5.61M | +307.1% |
| GLW CORNING INC | 1.42M | 5.48M | +285.1% |
| SYRE SPYRE THERAPEUTICS INC | 666.56K | 2.32M | +247.4% |
| TTMI TTM TECHNOLOGIES INC | 635.01K | 2.00M | +215.6% |
| POWL POWELL INDS INC | 95.85K | 295.23K | +208.0% |
| ITT ITT INC | 1.24M | 3.80M | +205.5% |
| SRE SEMPRA | 2.09M | 6.23M | +198.4% |
| ITRI ITRON INC | 112.64K | 328.82K | +191.9% |
| UPS UNITED PARCEL SVCS INC | 2.97M | 8.02M | +170.4% |
| WEX WEX INC | 211.24K | 547.68K | +159.3% |
| APP APPLOVIN CORP | 3.18M | 8.15M | +156.4% |
| FANG DIAMONDBACK ENERGY INC | 3.80M | 8.94M | +135.6% |
| CHTR CHARTER COMMUNICATIONS… | 83.94K | 191.60K | +128.2% |
| DOW DOW HLDGS INC | 7.10M | 15.74M | +121.7% |
| AMD ADVANCED MICRO DEVICES… | 587.68K | 1.30M | +121.4% |
| FSLY FASTLY INC | 3.75M | 8.23M | +119.2% |
| PBR PETROLEO BRASILEIRO S A | 14.10M | 29.42M | +108.6% |
| PG PROCTER & GAMBLE CO | 7.43M | 15.42M | +107.3% |
| NRIX NURIX THERAPEUTICS INC | 893.33K | 1.79M | +100.1% |
| ECL ECOLAB INC | 1.54M | 6.82K | -99.6% |
| KRMN KARMAN HLDGS INC | 949.97K | 1.90M | +99.5% |
| THC TENET HEALTHCARE CORP | 491.96K | 11.35K | -97.7% |
| NRG NRG ENERGY INC | 2.68M | 107.83K | -96.0% |
| AHR AMERICAN HEALTHCARE… | 1.44M | 2.81M | +95.8% |
| BGSI BOYD GROUP SERVICES INC | 263.43K | 14.04K | -94.7% |
| BFAM BRIGHT HORIZONS FAM SOL… | 1.81M | 132.27K | -92.7% |
| COO COOPER COS INC | 7.41M | 591.13K | -92.0% |
| FUL FULLER H B CO | 2.59M | 220.08K | -91.5% |
| RYTM RHYTHM PHARMACEUTICALS… | 115.69K | 221.45K | +91.4% |
| TEL TE CONNECTIVITY PLC | 645.55K | 66.21K | -89.7% |
| GIS GENERAL MILLS INC | 4.09M | 456.43K | -88.8% |
| MDLN MEDLINE INC | 4.31M | 535.92K | -87.6% |
| EQPT EQUIPMENTSHARE COM INC | 2.11M | 3.92M | +86.3% |
| VEEV VEEVA SYS INC | 869.66K | 127.43K | -85.3% |
| TPG TPG INC | 2.98M | 534.78K | -82.1% |
| MQ MARQETA INC | 6.13M | 11.12M | +81.5% |
| FIGR FIGURE TECHNOLOGY… | 867.16K | 172.90K | -80.1% |
| ACA ARCOSA INC | 1.97M | 514.51K | -73.9% |
| TECH BIO-TECHNE CORP | 309.76K | 536.96K | +73.3% |
| FLR FLUOR CORP | 20.53K | 35.44K | +72.6% |
| SNOW SNOWFLAKE INC | 5.12K | 8.83K | +72.3% |
| CRL CHARLES RIV LABS INTL… | 8.15K | 14.04K | +72.3% |
| SN SHARKNINJA INC | 10.61K | 18.27K | +72.2% |
| ZBH ZIMMER BIOMET HOLDINGS… | 8.74K | 15.01K | +71.7% |
| PEP PEPSICO INC | 1.35M | 384.57K | -71.6% |
| FTNT FORTINET INC | 1.61M | 2.74M | +70.6% |
| CPB THE CAMPBELLS COMPANY | 19.09K | 32.45K | +70.0% |
| ADBE ADOBE INC | 1.53M | 477.83K | -68.8% |
| NEM NEWMONT CORP | 395.83K | 127.18K | -67.9% |
| ECG EVERUS CONSTR GROUP | 614.31K | 1.03M | +67.5% |
| PEG PUBLIC SVC ENTERPRISE… | 5.29M | 1.75M | -66.9% |
| MRP MILLROSE PPTYS INC | 1.64M | 554.95K | -66.2% |
| AKAM AKAMAI TECHNOLOGIES INC | 6.76M | 11.20M | +65.6% |
| IDA IDACORP INC | 1.19M | 1.96M | +65.4% |
| KB KB FINL GROUP INC | 26.47K | 42.69K | +61.3% |
| BP BP PLC | 15.91M | 6.19M | -61.1% |
| TFII TFI INTERNATIONAL INC | 22.07K | 8.71K | -60.5% |
| COF CAPITAL ONE FINL CORP | 18.12M | 7.37M | -59.3% |
| MIRM MIRUM PHARMACEUTICALS… | 724.41K | 1.15M | +59.2% |
| PII POLARIS INC | 3.90M | 1.61M | -58.7% |
| WELL WELLTOWER INC | 12.72M | 20.03M | +57.4% |
| APH AMPHENOL CORP | 1.55M | 2.45M | +57.4% |
| AMAT APPLIED MATLS INC | 1.71M | 2.68M | +56.9% |
| SSD SIMPSON MFG INC | 172.81K | 266.95K | +54.5% |
| LPX LOUISIANA PAC CORP | 1.15M | 1.77M | +53.7% |
| CF CF INDUSTRIES HOLD | 2.17M | 3.32M | +53.0% |
| HTHT H WORLD GROUP LTD | 572.98K | 875.92K | +52.9% |
| KO COCA COLA CO | 16.78M | 25.52M | +52.1% |
| CAVA CAVA GROUP INC | 2.13M | 1.02M | -52.0% |
| APAM ARTISAN PARTNERS ASSET… | 1.06M | 509.21K | -51.9% |
| LITE LUMENTUM HLDGS INC | 1.31M | 638.22K | -51.4% |
| RSG REPUBLIC SVCS INC | 2.39M | 1.18M | -50.7% |
| FIVE FIVE BELOW INC | 1.25M | 624.33K | -50.0% |
| WFC WELLS FARGO & CO | 14.89M | 7.52M | -49.5% |
| MDT MEDTRONIC PLC | 16.51M | 8.37M | -49.3% |
| AMCR AMCOR PLC | 2.96M | 1.51M | -48.9% |
| RH CRH PLC | 4.51M | 6.69M | +48.3% |
| CRM SALESFORCE INC | 16.71M | 8.69M | -48.0% |
| CRWV COREWEAVE INC | 81.87K | 120.81K | +47.6% |
| IQV IQVIA HLDGS INC | 599.62K | 316.89K | -47.2% |
| EXE EXPAND ENERGY… | 6.21M | 3.29M | -47.0% |
| ALHC ALIGNMENT HEALTHCARE INC | 2.67M | 3.91M | +46.7% |
| T AT&T INC | 109.24M | 59.00M | -46.0% |
| FLS FLOWSERVE CORP | 942.87K | 1.37M | +45.1% |
| AAPL APPLE INC | 27.14M | 39.34M | +45.0% |
| SYF SYNCHRONY FINANCIAL | 33.80M | 18.92M | -44.0% |
| CCI CROWN CASTLE INC | 3.20M | 1.79M | -43.9% |
| CMG CHIPOTLE MEXICAN GRILL… | 80.67M | 45.81M | -43.2% |
| PBA PEMBINA PIPELINE CORP | 50.71K | 72.61K | +43.2% |
| NKE NIKE INC | 50.48M | 72.06M | +42.7% |
| REGN REGENERON… | 1.42M | 814.92K | -42.6% |
| CMCSA COMCAST CORP NEW | 182.14M | 104.63M | -42.6% |
| TEVA TEVA PHARMACEUTICAL… | 8.83M | 12.54M | +41.9% |
| XONA.DE EXXON MOBIL CORP | 10.44M | 14.65M | +40.3% |
| LHX L3HARRIS TECHNOLOGIES… | 11.01M | 6.61M | -40.0% |
| NUE NUCOR CORP | 941.55K | 575.17K | -38.9% |
| APD AIR PRODUCTS AND… | 45.66K | 27.92K | -38.9% |
| ONC BEONE MEDICINES LTD | 1.62M | 2.25M | +38.6% |
| UBS UBS GROUP AG | 23.50M | 14.55M | -38.1% |
| PCG PG&E CORP | 1.00M | 1.38M | +37.7% |
| CNC CENTENE CORP DEL | 2.13M | 1.34M | -37.3% |
| LKQ LKQ CORP | 11.35M | 7.16M | -37.0% |
| BABA ALIBABA GROUP HLDG LTD | 4.16M | 2.63M | -36.9% |
| ESE ESCO TECHNOLOGIES INC | 750.11K | 474.91K | -36.7% |
| SPY STATE STR SPDR S&P 500… | 64.03K | 40.57K | -36.6% |
| GS GOLDMAN SACHS GROUP INC | 3.00M | 1.90M | -36.6% |
| VIST VISTA ENERGY S.A.B. DE… | 2.50M | 1.59M | -36.3% |
| ACWI ISHARES TR | 74.01K | 47.49K | -35.8% |
| SPNT SIRIUSPOINT LTD | 5.60M | 3.60M | -35.6% |
| CNI CANADIAN NATL RY CO | 30.60K | 41.43K | +35.4% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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