So sánh danh mục
Clearbridge Investments, LLC
Q1 2026 ⇄ Q2 2026
+51Đã thêm
−40Đã loại bỏ
200Đã điều chỉnh kích thước
45Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| AMD Advanced Micro Devices… | 2.52K | 757.57K | +29926.7% |
| STX Seagate Technology… | 3.17K | 272.76K | +8510.0% |
| NET Cloudflare Inc | 11.98K | 912.62K | +7516.0% |
| CSCO Cisco Systems Inc | 16.70K | 1.16M | +6835.4% |
| CF CF Industries Holdings… | 10.59K | 632.63K | +5874.4% |
| BIPC Brookfield… | 44.10K | 1.86M | +4117.2% |
| BKNG Booking Holdings Inc | 10.84K | 332.31K | +2965.9% |
| UBS UBS Group AG | 137.75K | 3.30M | +2292.0% |
| WMS Advanced Drainage… | 11.62K | 166.39K | +1332.5% |
| SEI Solaris Energy… | 111.56K | 1.14M | +920.2% |
| NVO Novo Nordisk A/S | 7.62K | 67.39K | +784.8% |
| BUD Anheuser-Busch InBev… | 101.67K | 863.17K | +748.9% |
| IWO iShares Russell 2000… | 16.97K | 116.67K | +587.6% |
| DTM DT Midstream Inc | 243.44K | 1.60M | +555.5% |
| PCVX Vaxcyte Inc | 128.38K | 752.00K | +485.8% |
| AXSM Axsome Therapeutics Inc | 45.02K | 245.57K | +445.5% |
| FANG Diamondback Energy Inc | 299.79K | 1.60M | +433.6% |
| MDGL Madrigal… | 24.45K | 109.33K | +347.2% |
| MTD Mettler-Toledo… | 5.93K | 25.56K | +330.8% |
| CVNA Carvana Co | 55.10K | 233.36K | +323.5% |
| SKM SK Telecom Co Ltd | 89.17K | 276.22K | +209.8% |
| KRMN Karman Holdings Inc | 514.86K | 1.46M | +182.6% |
| OTIS Otis Worldwide Corp | 2.69M | 7.46M | +177.3% |
| RKLB Rocket Lab Corp | 518.09K | 1.34M | +159.0% |
| BSX Boston Scientific Corp | 2.28M | 5.13M | +125.1% |
| STN Stantec Inc | 308.34K | 636.56K | +106.5% |
| ACGL Arch Capital Group Ltd | 345.04K | 704.75K | +104.3% |
| WBS Webster Financial Corp | 864.04K | 5.01K | -99.4% |
| LIF Life360 Inc | 19.94K | 39.75K | +99.3% |
| PEG Public Service… | 2.44M | 23.90K | -99.0% |
| SPGI S&P Global Inc | 742.46K | 12.57K | -98.3% |
| INTU Intuit Inc | 870.44K | 17.29K | -98.0% |
| BX Blackstone Inc | 3.06M | 5.91M | +93.4% |
| DOCS Doximity Inc | 4.98M | 372.57K | -92.5% |
| EMN Eastman Chemical Co | 1.05M | 87.20K | -91.7% |
| AGNC AGNC Investment Corp | 582.08K | 1.11M | +91.3% |
| TFII TFI International Inc | 630.63K | 55.53K | -91.2% |
| ELF elf Beauty Inc | 1.73M | 205.69K | -88.1% |
| ABT Abbott Laboratories | 410.61K | 50.14K | -87.8% |
| NCNO nCino Inc | 2.11M | 3.91M | +85.2% |
| TSCO Tractor Supply Co | 2.20M | 355.78K | -83.8% |
| ABBV AbbVie Inc | 509.07K | 82.42K | -83.8% |
| KOF Coca-Cola Femsa SAB de… | 76.85K | 140.21K | +82.4% |
| BP BP PLC | 118.25K | 21.11K | -82.2% |
| FTAI FTAI Aviation Ltd. | 351.60K | 67.65K | -80.8% |
| BE Bloom Energy Corp | 1.38M | 269.96K | -80.4% |
| IUSG iShares Core S&P U.S.… | 14.03K | 2.79K | -80.1% |
| LGN Legence Corp | 401.63K | 718.84K | +79.0% |
| THC Tenet Healthcare Corp | 243.67K | 431.80K | +77.2% |
| IEMG iShares Core MSCI… | 20.26K | 4.63K | -77.1% |
| HBM Hudbay Minerals Inc | 349.16K | 616.10K | +76.5% |
| SW Smurfit WestRock PLC | 81.83K | 141.84K | +73.3% |
| PLTR Palantir Technologies… | 718.68K | 214.53K | -70.1% |
| IWF iShares Russell 1000… | 5.47K | 9.26K | +69.2% |
| IX ORIX Corp | 1.05M | 1.75M | +67.0% |
| AEM Agnico Eagle Mines Ltd | 2.17M | 771.51K | -64.5% |
| DOCU DocuSign Inc | 1.96M | 696.71K | -64.5% |
| WAT Waters Corp | 478.27K | 170.89K | -64.3% |
| MRVL Marvell Technology Inc | 325.96K | 118.93K | -63.5% |
| EXPE Expedia Group Inc | 140.94K | 51.93K | -63.2% |
| WDS Woodside Energy Group… | 951.22K | 1.55M | +63.1% |
| DD DuPont de Nemours Inc | 51.31K | 19.90K | -61.2% |
| DTE DTE Energy Co | 1.94M | 774.47K | -60.1% |
| PENG Penguin Solutions Inc | 430.81K | 174.57K | -59.5% |
| FIX Comfort Systems USA Inc | 159.96K | 65.37K | -59.1% |
| GPN Global Payments Inc | 1.05M | 1.67M | +58.6% |
| TECH Bio-Techne Corp | 1.03M | 428.32K | -58.5% |
| BOOT Boot Barn Holdings Inc | 210.60K | 333.39K | +58.3% |
| PBA Pembina Pipeline Corp | 8.45M | 13.32M | +57.7% |
| RGTI Rigetti Computing Inc | 911.16K | 1.43M | +57.0% |
| PH Parker-Hannifin Corp | 325.80K | 140.85K | -56.8% |
| BRK-A Berkshire Hathaway Inc | 301 | 131 | -56.5% |
| SPT Sprout Social Inc | 1.29M | 590.06K | -54.2% |
| P Everpure Inc | 712.72K | 1.10M | +53.8% |
| HON Honeywell International… | 2.75M | 1.28M | -53.7% |
| SRRK Scholar Rock Holding… | 691.42K | 1.06M | +53.3% |
| DLR Digital Realty Trust Inc | 239.50K | 363.90K | +51.9% |
| AWK American Water Works Co… | 146.21K | 70.73K | -51.6% |
| S SentinelOne Inc | 2.08M | 1.01M | -51.4% |
| RCL Royal Caribbean Cruises… | 24.37K | 11.85K | -51.4% |
| QCOM QUALCOMM Inc | 251.64K | 123.74K | -50.8% |
| GKOS Glaukos Corp | 286.05K | 431.07K | +50.7% |
| ITW Illinois Tool Works Inc | 253.53K | 126.36K | -50.2% |
| EFA iShares MSCI EAFE ETF | 19.04K | 10.26K | -46.1% |
| CSTM Constellium SE | 119.08K | 64.70K | -45.7% |
| APH Amphenol Corp | 277.58K | 153.49K | -44.7% |
| HESM Hess Midstream LP | 1.71M | 956.24K | -44.0% |
| FRPT Freshpet Inc | 86.43K | 123.71K | +43.1% |
| SCHW Charles Schwab Corp/The | 3.96M | 2.26M | -42.8% |
| MTH Meritage Homes Corp | 164.02K | 94.00K | -42.7% |
| ESI Element Solutions Inc | 1.76M | 2.50M | +42.1% |
| FLEX Flex Ltd | 289.42K | 170.56K | -41.1% |
| SSD Simpson Manufacturing… | 94.78K | 133.66K | +41.0% |
| ITRI Itron Inc | 73.37K | 103.21K | +40.7% |
| FLS Flowserve Corp | 176.24K | 105.45K | -40.2% |
| ADM Archer-Daniels-Midland… | 5.00K | 3.00K | -40.0% |
| EXTR Extreme Networks Inc | 510.09K | 306.19K | -40.0% |
| BGSI BOYD GROUP INC | 370.30K | 517.09K | +39.6% |
| ENPH Enphase Energy Inc | 193.62K | 117.32K | -39.4% |
| UNH UnitedHealth Group Inc | 1.23M | 752.62K | -38.8% |
| SONY Sony Group Corp | 5.06M | 3.10M | -38.8% |
| DRS Leonardo DRS Inc | 245.22K | 340.20K | +38.7% |
| BIP Brookfield… | 402.20K | 552.14K | +37.3% |
| RIO Rio Tinto PLC | 892.47K | 565.79K | -36.6% |
| RSG Republic Services Inc | 243.84K | 154.83K | -36.5% |
| WIX Wix.com Ltd | 1.04M | 670.87K | -35.7% |
| CPRT Copart Inc | 1.69M | 1.09M | -35.5% |
| RBLX ROBLOX Corp | 2.17M | 1.40M | -35.4% |
| ANET Arista Networks Inc | 4.44M | 6.01M | +35.4% |
| CNS Cohen & Steers Inc | 340.35K | 221.71K | -34.9% |
| FOUR Shift4 Payments Inc | 1.82M | 1.20M | -34.3% |
| LSTR Landstar System Inc | 74.81K | 49.45K | -33.9% |
| EIX Edison International | 2.11M | 2.81M | +33.2% |
| MSFT Microsoft Corp | 9.27M | 6.21M | -33.1% |
| COHR Coherent Corp | 474.52K | 318.37K | -32.9% |
| LHX L3Harris Technologies… | 2.76M | 1.85M | -32.9% |
| IWM iShares Russell 2000 ETF | 312.51K | 213.62K | -31.6% |
| CASY Casey's General Stores… | 506.65K | 346.88K | -31.5% |
| MOD Modine Manufacturing Co | 256.56K | 337.02K | +31.4% |
| HSBC HSBC Holdings PLC | 1.54M | 1.06M | -31.3% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý