ポートフォリオ差分
Daiwa Securities Group Inc.
Q1 2026 ⇄ Q2 2026
+82追加済み
−62除外
200サイズ変更済み
57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 |
|---|---|---|---|
| IREN IREN LIMITED | 30.20K | 4.24M | +13927.7% |
| ROIV ROIVANT SCIENCES LTD | 10.02K | 1.17M | +11541.1% |
| MDLN MEDLINE INC | 9.63K | 779.56K | +7996.8% |
| IOT SAMSARA INC | 30.40K | 1.61M | +5180.3% |
| SLS SELLAS LIFE SCIENCES… | 2.20K | 102.50K | +4559.1% |
| IONQ IONQ INC | 25.80K | 973.43K | +3673.0% |
| USIG ISHARES TR | 149 | 4.92K | +3198.7% |
| VWOB VANGUARD WHITEHALL FDS | 117 | 3.85K | +3188.9% |
| CUBE CUBESMART | 90.26K | 2.45M | +2614.2% |
| BKNG BOOKING HOLDINGS INC | 11.18K | 289.46K | +2490.0% |
| NNN NNN REIT INC | 78.48K | 1.93M | +2360.2% |
| AFRM AFFIRM HLDGS INC | 24.62K | 529.32K | +2049.6% |
| RPRX ROYALTY PHARMA PLC | 41.83K | 749.03K | +1690.8% |
| ST SENSATA TECHNOLOGIES… | 39.62K | 679.04K | +1613.7% |
| USHY ISHARES TR | 475 | 7.55K | +1489.5% |
| KLAC KLA CORP | 42.44K | 474.10K | +1017.2% |
| CPNG COUPANG INC | 32.17K | 344.85K | +971.8% |
| NET CLOUDFLARE INC | 43.88K | 468.32K | +967.3% |
| BBWI BATH & BODY WORKS INC | 19.80K | 198.74K | +903.7% |
| ESGD ISHARES TR | 350 | 3.45K | +885.7% |
| SNDK SANDISK CORP | 16.28K | 146.91K | +802.4% |
| POWL POWELL INDS INC | 195 | 1.66K | +751.3% |
| AHR AMERICAN HEALTHCARE… | 456.45K | 3.84M | +741.7% |
| COLD AMERICOLD REALTY TRUST… | 119.30K | 963.47K | +707.6% |
| ROL ROLLINS INC | 52.10K | 402.66K | +672.8% |
| OGS ONE GAS INC | 85 | 586 | +589.4% |
| SERV SERVE ROBOTICS INC | 33.40K | 214.50K | +542.2% |
| Q QNITY ELECTRONICS INC | 35.61K | 191.82K | +438.7% |
| PPLT ABRDN PLATINUM ETF TRUST | 3.55K | 17.50K | +393.0% |
| SBS COMPANHIA DE SANEAMENTO… | 62.13K | 294.66K | +374.2% |
| CVNA CARVANA CO | 28.11K | 126.12K | +348.6% |
| RXRX RECURSION… | 15.50K | 68.90K | +344.5% |
| MELI MERCADOLIBRE INC | 9.61K | 40.07K | +317.2% |
| FTI TECHNIPFMC PLC | 10.10K | 37.70K | +273.3% |
| PINS PINTEREST INC | 52.20K | 191.39K | +266.7% |
| DTM DT MIDSTREAM INC | 490 | 1.64K | +233.9% |
| CPRT COPART INC | 268.87K | 844.95K | +214.3% |
| CRWV COREWEAVE INC | 44.03K | 129.50K | +194.2% |
| WCN WASTE CONNECTIONS INC | 34.48K | 100.67K | +192.0% |
| DASH DOORDASH INC | 116.58K | 338.46K | +190.3% |
| TSM TAIWAN SEMICONDUCTOR… | 116.33K | 336.29K | +189.1% |
| MTSI MACOM TECH SOLUTIONS… | 770 | 2.22K | +188.8% |
| CRDO CREDO TECHNOLOGY GROUP… | 18.85K | 50.77K | +169.4% |
| RARE ULTRAGENYX… | 7.66K | 20.47K | +167.2% |
| RKLB ROCKET LAB CORP | 42.90K | 107.17K | +149.8% |
| LYB LYONDELLBASELL… | 46.80K | 116.53K | +149.0% |
| LYV LIVE NATION… | 27.60K | 65.77K | +138.3% |
| FRMI FERMI INC | 12.00K | 27.90K | +132.6% |
| USRT ISHARES TR | 2.21K | 5.12K | +131.4% |
| FWONA LIBERTY MEDIA CORP DEL | 42.66K | 98.66K | +131.3% |
| CASY CASEYS GEN STORES INC | 4.48K | 9.98K | +122.9% |
| NBIS NEBIUS GROUP N.V | 34.83K | 75.96K | +118.1% |
| NOBL PROSHARES TR | 4.61K | 9.82K | +113.1% |
| XLE SELECT SECTOR SPDR TR | 5.00K | 10.20K | +104.0% |
| BABA ALIBABA GROUP HLDG LTD | 12.50M | 14.29K | -99.9% |
| JEF JEFFERIES FINANCIAL… | 11.94K | 97 | -99.2% |
| INTC INTEL CORP | 1.92M | 3.82M | +98.8% |
| Z ZILLOW GROUP INC | 15.24K | 308 | -98.0% |
| ALAB ASTERA LABS INC | 16.71K | 32.96K | +97.2% |
| SR SPIRE INC | 305 | 600 | +96.7% |
| NNE NANO NUCLEAR ENERGY INC | 113.80K | 5.70K | -95.0% |
| B BARRICK MNG CORP | 98.80K | 5.00K | -94.9% |
| SOFI SOFI TECHNOLOGIES INC | 2.88M | 150.21K | -94.8% |
| XYZ BLOCK INC | 1.59M | 112.05K | -93.0% |
| YSS YORK SPACE SYSTEMS INC | 622.79K | 46.59K | -92.5% |
| BIDU BAIDU INC | 21.53K | 1.90K | -91.2% |
| TECH BIO-TECHNE CORP | 145.00K | 13.54K | -90.7% |
| CMC COMMERCIAL METALS CO | 16.77K | 1.94K | -88.5% |
| SMA SMARTSTOP SELF STORAG… | 199.75K | 24.57K | -87.7% |
| NHI NATIONAL HEALTH INVS INC | 156.58K | 19.75K | -87.4% |
| ASR GRUPO AEROPORTUARIO DEL… | 269 | 36 | -86.6% |
| SMCI SUPER MICRO COMPUTER INC | 1.10M | 150.16K | -86.3% |
| SLG SL GREEN RLTY CORP | 152.92K | 27.22K | -82.2% |
| RZLV REZOLVE AI PLC | 150.00K | 26.70K | -82.2% |
| ADP AUTOMATIC DATA… | 610.04K | 115.69K | -81.0% |
| ONDS ONDAS INC | 513.10K | 100.80K | -80.4% |
| UNH UNITEDHEALTH GROUP INC | 1.15M | 246.02K | -78.6% |
| BE BLOOM ENERGY CORP | 54.25K | 96.82K | +78.5% |
| NU NU HLDGS LTD | 216.75K | 47.67K | -78.0% |
| TMUS T-MOBILE US INC | 1.02M | 243.76K | -76.1% |
| NNOX NANO X IMAGING LTD | 135.60K | 33.30K | -75.4% |
| TSLA TESLA INC | 702.16K | 1.22M | +74.0% |
| SITM SITIME CORP | 84.02K | 22.84K | -72.8% |
| MTD METTLER TOLEDO… | 17.42K | 30.01K | +72.3% |
| TER TERADYNE INC | 29.37K | 50.10K | +70.6% |
| STRL STERLING INFRASTRUCTURE… | 10.00K | 16.86K | +68.6% |
| HYG ISHARES TR | 48.65K | 15.85K | -67.4% |
| SPY STATE STR SPDR S&P 500… | 6.00K | 2.00K | -66.7% |
| CVLT COMMVAULT SYS INC | 2.73K | 4.55K | +66.4% |
| ACM AECOM | 29.40K | 10.20K | -65.3% |
| DD DUPONT DE NEMOURS INC | 70.52K | 24.80K | -64.8% |
| HAS HASBRO INC | 32.87K | 11.62K | -64.6% |
| HST HOST HOTELS & RESORTS… | 7.43M | 2.66M | -64.3% |
| WY WEYERHAEUSER CO | 2.48M | 895.42K | -64.0% |
| HSY HERSHEY CO | 25.29K | 41.00K | +62.1% |
| SWKS SKYWORKS SOLUTIONS INC | 32.96K | 13.01K | -60.5% |
| CRML CRITICAL METALS CORP | 175.00K | 280.30K | +60.2% |
| LITE LUMENTUM HLDGS INC | 13.37K | 21.38K | +59.9% |
| PEP PEPSICO INC | 1.15M | 480.28K | -58.3% |
| RL RALPH LAUREN CORP | 7.92K | 3.34K | -57.8% |
| OSCR OSCAR HEALTH INC | 5.66K | 8.92K | +57.7% |
| VWO VANGUARD INTL EQUITY… | 21 | 33 | +57.1% |
| SNAP SNAP INC | 330.46K | 141.75K | -57.1% |
| NTRS NORTHERN TR CORP | 36.05K | 56.56K | +56.9% |
| CTRE CARETRUST REIT INC | 1.98M | 3.11M | +56.6% |
| IBRX IMMUNITYBIO INC | 199.20K | 86.50K | -56.6% |
| JKHY HENRY JACK & ASSOC INC | 13.84K | 6.14K | -55.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 159 | 247 | +55.3% |
| TTD THE TRADE DESK INC | 82.03K | 36.92K | -55.0% |
| QQQ INVESCO QQQ TR | 170.25K | 263.77K | +54.9% |
| U UNITY SOFTWARE INC | 23.22K | 35.92K | +54.7% |
| OMAB GRUPO AEROPORTUARIO DEL… | 495 | 225 | -54.5% |
| MRVL MARVELL TECHNOLOGY INC | 174.63K | 269.14K | +54.1% |
| FVR FRONTVIEW REIT INC | 152.22K | 233.79K | +53.6% |
| SLV ISHARES SILVER TR | 20.30K | 9.50K | -53.2% |
| FIVE FIVE BELOW INC | 3.09K | 1.47K | -52.5% |
| UHS UNIVERSAL HLTH SVCS INC | 9.40K | 4.61K | -51.0% |
| SOLV SOLVENTUM CORP | 25.87K | 12.73K | -50.8% |
| PXH INVESCO EXCH TRADED FD… | 690.50K | 1.04M | +50.7% |
| UTHR UNITED THERAPEUTICS… | 6.33K | 9.53K | +50.4% |
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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