ポートフォリオ差分
Credit Agricole S A
Q1 2026 ⇄ Q2 2026
+106追加済み
−70除外
200サイズ変更済み
178変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 12.78K | 481.93K | +3671.0% |
| GPN GLOBAL PMTS INC | 12.91K | 467.71K | +3522.3% |
| SQM SOCIEDAD QUIMICA Y… | 2.54K | 90.77K | +3472.0% |
| PM PHILIP MORRIS INTL INC | 15.13K | 393.44K | +2499.7% |
| CVNA CARVANA CO | 16.71K | 249.95K | +1395.6% |
| KLAC KLA CORP | 40.51K | 521.04K | +1186.3% |
| VICI VICI PPTYS INC | 322.50K | 3.42M | +961.4% |
| AMCR AMCOR PLC | 12.99K | 137.10K | +955.5% |
| XEL XCEL ENERGY INC | 24.39K | 232.54K | +853.3% |
| TPL TEXAS PACIFIC LAND… | 1.94K | 18.41K | +851.0% |
| BEN FRANKLIN RESOURCES INC | 8.98K | 85.37K | +850.2% |
| LYV LIVE NATION… | 5.57K | 52.04K | +834.3% |
| UDR UDR INC | 9.02K | 82.59K | +816.0% |
| LYB LYONDELLBASELL… | 13.69K | 119.74K | +774.7% |
| DOW DOW HLDGS INC | 42.60K | 363.81K | +754.1% |
| PEG PUBLIC SVC ENTERPRISE… | 20.58K | 163.51K | +694.3% |
| MDT MEDTRONIC PLC | 53.05K | 418.59K | +689.1% |
| ALB ALBEMARLE CORP | 34.62K | 270.38K | +681.1% |
| TMUS T-MOBILE US INC | 25.00K | 194.42K | +677.7% |
| ECHO ECHOSTAR CORP | 6.00K | 45.79K | +663.2% |
| FFIV F5 INC | 3.47K | 26.32K | +658.8% |
| D DOMINION ENERGY INC | 39.84K | 296.33K | +643.8% |
| VST VISTRA CORP | 12.09K | 85.91K | +610.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 4.35K | 29.95K | +588.4% |
| COP CONOCOPHILLIPS | 68.42K | 455.35K | +565.5% |
| WRB BERKLEY W R CORP | 51.28K | 315.52K | +515.3% |
| PYPL PAYPAL HLDGS INC | 153.68K | 929.80K | +505.0% |
| JKHY HENRY JACK & ASSOC INC | 1.66K | 9.62K | +479.4% |
| MAA MID-AMER APT CMNTYS INC | 6.64K | 37.87K | +470.2% |
| GM GENERAL MTRS CO | 56.75K | 322.75K | +468.7% |
| PRM PERIMETER SOLUTIONS INC | 129.64K | 720.45K | +455.7% |
| TSN TYSON FOODS INC | 22.52K | 121.21K | +438.3% |
| CHTR CHARTER COMMUNICATIONS… | 6.75K | 34.81K | +415.7% |
| AEP AMERICAN ELEC PWR CO INC | 60.99K | 311.60K | +410.9% |
| HBAN HUNTINGTON BANCSHARES… | 183.25K | 929.53K | +407.2% |
| EG EVEREST GROUP LTD | 2.82K | 14.08K | +398.8% |
| ADM ARCHER DANIELS MIDLAND… | 38.04K | 187.55K | +393.1% |
| RVTY REVVITY INC | 6.31K | 31.09K | +392.5% |
| CI THE CIGNA GROUP | 25.82K | 123.54K | +378.4% |
| HAS HASBRO INC | 16.38K | 73.95K | +351.6% |
| HUBB HUBBELL INC | 7.33K | 33.10K | +351.3% |
| IREN IREN LIMITED | 154.99K | 689.61K | +345.0% |
| MCHP MICROCHIP TECHNOLOGY… | 46.68K | 204.40K | +337.9% |
| AIG AMERICAN INTL GROUP INC | 43.40K | 187.64K | +332.3% |
| CHRW C H ROBINSON WORLDWIDE… | 9.87K | 42.14K | +327.1% |
| WMB WILLIAMS COS INC | 103.36K | 439.73K | +325.4% |
| NKE NIKE INC | 229.27K | 953.70K | +316.0% |
| DTE DTE ENERGY CO | 23.36K | 97.13K | +315.7% |
| DOC HEALTHPEAK PROPERTIES… | 47.52K | 197.53K | +315.7% |
| DB DEUTSCHE BK AG | 589.95K | 2.36M | +299.9% |
| HSY HERSHEY CO | 12.13K | 48.40K | +299.0% |
| NBIX NEUROCRINE BIOSCIENCES… | 8.79K | 34.94K | +297.5% |
| ULTA ULTA BEAUTY INC | 5.35K | 21.06K | +293.7% |
| GNRC GENERAC HLDGS INC | 5.97K | 23.39K | +291.7% |
| ROST ROSS STORES INC | 49.88K | 195.39K | +291.7% |
| AVY AVERY DENNISON CORP | 7.72K | 30.23K | +291.7% |
| ITRN ITURAN LOCATION AND… | 11.11K | 43.00K | +287.1% |
| GE GE AEROSPACE | 154.52K | 592.17K | +283.2% |
| DUK DUKE ENERGY CORP NEW | 49.51K | 189.49K | +282.7% |
| EW EDWARDS LIFESCIENCES… | 159.54K | 610.00K | +282.3% |
| NTAP NETAPP INC | 19.47K | 74.05K | +280.3% |
| IFF INTERNATIONAL… | 24.63K | 93.17K | +278.3% |
| BE BLOOM ENERGY CORP | 26.22K | 96.76K | +269.1% |
| XPEV XPENG INC | 30.64K | 112.90K | +268.4% |
| TYL TYLER TECHNOLOGIES INC | 3.90K | 14.14K | +262.8% |
| ELV ELEVANCE HEALTH INC… | 22.47K | 80.66K | +259.0% |
| HPQ HP INC | 85.58K | 306.80K | +258.5% |
| AME AMETEK INC | 27.18K | 96.45K | +254.8% |
| OXY OCCIDENTAL PETE CORP | 82.11K | 288.40K | +251.2% |
| STVN STEVANATO GROUP S P A | 371.47K | 1.30M | +249.4% |
| BRO BROWN & BROWN INC | 35.73K | 122.35K | +242.5% |
| ROK ROCKWELL AUTOMATION INC | 25.98K | 88.72K | +241.4% |
| VRSK VERISK ANALYTICS INC | 14.32K | 48.56K | +239.2% |
| FIVN FIVE9 INC | 42.00K | 142.00K | +238.1% |
| CSX CSX CORP | 239.99K | 806.42K | +236.0% |
| MPWR MONOLITHIC PWR SYS INC | 6.21K | 20.59K | +231.5% |
| ASTS AST SPACEMOBILE INC | 12.89K | 42.55K | +230.1% |
| DOV DOVER CORP | 14.99K | 48.52K | +223.7% |
| FANG DIAMONDBACK ENERGY INC | 23.58K | 75.82K | +221.6% |
| ADP AUTOMATIC DATA… | 56.40K | 180.47K | +220.0% |
| WSM WILLIAMS SONOMA INC | 13.68K | 43.64K | +219.0% |
| PPL PPL CORP | 79.00K | 249.91K | +216.3% |
| TGT TARGET CORP | 117.08K | 368.67K | +214.9% |
| CRCL CIRCLE INTERNET GROUP… | 62.59K | 196.96K | +214.7% |
| COHR COHERENT CORP | 6.40K | 19.86K | +210.3% |
| ODFL OLD DOMINION FREIGHT… | 21.34K | 66.19K | +210.2% |
| FTV FORTIVE CORP | 38.15K | 115.56K | +202.9% |
| HD HOME DEPOT INC | 247.81K | 747.81K | +201.8% |
| POWL POWELL INDS INC | 7.33K | 21.98K | +200.0% |
| TDY TELEDYNE TECHNOLOGIES… | 5.36K | 15.72K | +193.5% |
| DELL DELL TECHNOLOGIES INC | 58.19K | 167.11K | +187.2% |
| ENTG ENTEGRIS INC | 7.12K | 20.16K | +183.2% |
| AMR ALPHA METALLURGICAL… | 2.17K | 6.14K | +183.1% |
| RIG TRANSOCEAN LTD | 20.64K | 58.30K | +182.5% |
| CRL CHARLES RIV LABS INTL… | 4.76K | 13.41K | +182.0% |
| ARES ARES MANAGEMENT… | 36.38K | 101.71K | +179.5% |
| BBY BEST BUY INC | 28.06K | 77.53K | +176.3% |
| NTRS NORTHERN TR CORP | 17.60K | 48.55K | +175.9% |
| BDX BECTON DICKINSON & CO | 84.49K | 231.57K | +174.1% |
| PEP PEPSICO INC | 207.54K | 558.87K | +169.3% |
| BIIB BIOGEN INC | 22.98K | 61.85K | +169.1% |
| EMR EMERSON ELEC CO | 44.37K | 119.31K | +168.9% |
| MCK MCKESSON CORP | 21.07K | 56.57K | +168.5% |
| PG PROCTER & GAMBLE CO | 374.92K | 1.00M | +167.4% |
| DVN DEVON ENERGY CORP NEW | 180.04K | 475.44K | +164.1% |
| BPOP POPULAR INC | 20.05K | 52.90K | +163.9% |
| KIM KIMCO REALTY CORP | 81.76K | 215.09K | +163.1% |
| ZBH ZIMMER BIOMET HOLDINGS… | 27.33K | 71.86K | +162.9% |
| TER TERADYNE INC | 12.91K | 33.90K | +162.7% |
| ALGN ALIGN TECHNOLOGY INC | 10.89K | 28.33K | +160.1% |
| UHS UNIVERSAL HLTH SVCS INC | 5.73K | 14.84K | +159.1% |
| LFUS LITTELFUSE INC | 5.08K | 13.08K | +157.4% |
| HEI HEICO CORP NEW | 18.46K | 47.41K | +156.9% |
| DAL DELTA AIR LINES INC | 85.11K | 218.00K | +156.1% |
| LULU LULULEMON ATHLETICA INC | 25.65K | 65.64K | +155.9% |
| SLB SLB LIMITED | 203.17K | 517.31K | +154.6% |
| MRVL MARVELL TECHNOLOGY INC | 143.65K | 363.87K | +153.3% |
| SMTC SEMTECH CORP | 19.87K | 50.00K | +151.6% |
| HEI-A HEICO CORP NEW | 5.94K | 14.89K | +150.9% |
| SFM SPROUTS FMRS MKT INC | 27.24K | 67.38K | +147.4% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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