Portfolio-Diff
FIL Ltd
Q1 2026 ⇄ Q2 2026
+117Hinzugefügt
−82Entfernt
200Angepasst
66Unverändert
Hinzugefügt (Q2 2026)
Entfernt (wurde gehalten in Q1 2026)
Angepasste Positionen
| Wertpapier | Q1 2026 Anteile | Q2 2026 Anteile | Änderung |
|---|---|---|---|
| EXC EXELON CORP | 136 | 8.23M | +6051944.1% |
| NUVL NUVALENT INC | 65 | 2.95M | +4532886.2% |
| PODD INSULET CORP | 22 | 819.38K | +3724340.9% |
| KO COCA COLA CO | 83 | 1.26M | +1518356.6% |
| BBIO BRIDGEBIO PHARMA INC | 88 | 1.00M | +1138831.8% |
| BSX BOSTON SCIENTIFIC CORP | 1.64K | 11.51M | +701462.9% |
| TRGP TARGA RES CORP | 18 | 44.91K | +249422.2% |
| TPX SOMNIGROUP… | 436 | 1.06M | +243783.3% |
| BALL BALL CORP | 1.87K | 4.33M | +230902.7% |
| BXP BXP INC | 33 | 74.88K | +226815.2% |
| ANET ARISTA NETWORKS INC | 88 | 188.39K | +213977.3% |
| SLF SUN LIFE FINANCIAL INC. | 2.94K | 5.84M | +198781.8% |
| BABA ALIBABA GROUP HLDG LTD | 85 | 128.07K | +150572.9% |
| BR BROADRIDGE FINL… | 827 | 1.14M | +138017.0% |
| GDDY GODADDY INC | 1.04K | 621.00K | +59842.1% |
| RYAN RYAN SPECIALTY HOLDINGS… | 101 | 51.54K | +50927.7% |
| CSX CSX CORP | 2.42K | 1.13M | +46596.0% |
| KGC KINROSS GOLD CORP | 71.80K | 20.41M | +28324.4% |
| LULU LULULEMON ATHLETICA INC | 7.40K | 2.02M | +27237.8% |
| ERII ENERGY RECOVERY INC | 6.64K | 1.72M | +25727.5% |
| ACN ACCENTURE PLC IRELAND | 13.60K | 3.27M | +23938.0% |
| ZM ZOOM COMMUNICATIONS INC | 4.47K | 725.30K | +16118.7% |
| BKD BROOKDALE SR LIVING INC | 216 | 33.17K | +15256.0% |
| ACGL ARCH CAP GROUP LTD | 41 | 5.14K | +12431.7% |
| LCII LCI INDS | 1.23K | 132.91K | +10723.4% |
| CVNA CARVANA CO | 941 | 90.78K | +9547.3% |
| TXT TEXTRON INC | 1.19K | 109.70K | +9095.3% |
| ATO ATMOS ENERGY CORP | 1.22K | 112.39K | +9082.4% |
| PCAR PACCAR INC | 25.40K | 2.25M | +8771.9% |
| CNP CENTERPOINT ENERGY INC | 4.38K | 387.18K | +8749.9% |
| AJG GALLAGHER ARTHUR J & CO | 29 | 2.39K | +8127.6% |
| GFL GFL ENVIRONMENTAL INC | 98.84K | 7.69M | +7682.4% |
| DHI D R HORTON INC | 77 | 5.13K | +6559.7% |
| TTWO TAKE-TWO INTERACTIVE… | 5.65K | 365.30K | +6367.8% |
| BB BLACKBERRY LTD | 68.24K | 3.01M | +4316.7% |
| WDAY WORKDAY INC | 1.17K | 46.36K | +3872.8% |
| VNO VORNADO RLTY TR | 1.90K | 70.30K | +3607.7% |
| TOST TOAST INC | 108 | 3.69K | +3313.9% |
| INTU INTUIT | 82.92K | 2.78M | +3257.3% |
| USB US BANCORP | 1.68K | 49.79K | +2863.9% |
| CWB SPDR SERIES TRUST | 8.66K | 221.30K | +2454.8% |
| BKNG BOOKING HOLDINGS INC | 1 | 25 | +2400.0% |
| IXJ ISHARES TR | 31.03K | 774.55K | +2396.3% |
| LII LENNOX INTL INC | 233 | 5.80K | +2389.3% |
| LINE LINEAGE INC | 1.95K | 46.20K | +2275.2% |
| ESS ESSEX PPTY TR INC | 1.17K | 22.10K | +1795.6% |
| LDOS LEIDOS HOLDINGS INC | 24.81K | 465.00K | +1774.5% |
| MU MICRON TECHNOLOGY INC | 3.70K | 68.41K | +1748.8% |
| KLAC KLA CORP | 13.01K | 234.03K | +1698.8% |
| DASH DOORDASH INC | 46.73K | 783.00K | +1575.5% |
| NXPI NXP SEMICONDUCTORS N V | 120.12K | 1.98M | +1546.1% |
| AER AERCAP HOLDINGS NV | 289 | 4.48K | +1449.5% |
| KDP KEURIG DR PEPPER INC | 4.32K | 62.36K | +1344.9% |
| RDDT REDDIT INC | 701 | 9.54K | +1260.5% |
| XEL XCEL ENERGY INC | 27.71K | 376.81K | +1259.9% |
| DVN DEVON ENERGY CORP NEW | 4.14K | 49.19K | +1086.6% |
| PSX PHILLIPS 66 | 2.95K | 33.82K | +1048.1% |
| XLU SELECT SECTOR SPDR TR | 16.87K | 181.82K | +977.9% |
| MRVL MARVELL TECHNOLOGY INC | 702 | 7.30K | +940.3% |
| JBL JABIL INC | 726 | 7.50K | +933.6% |
| EXE EXPAND ENERGY… | 1.68K | 17.40K | +933.5% |
| FWONA LIBERTY MEDIA CORP DEL | 34.52K | 332.50K | +863.1% |
| BEN FRANKLIN RESOURCES INC | 60.28K | 557.48K | +824.9% |
| PATK PATRICK INDS INC | 9.19K | 80.00K | +770.6% |
| VGT VANGUARD WORLD FD | 35.54K | 307.31K | +764.6% |
| FTAI FTAI AVIATION LTD | 710 | 5.83K | +721.3% |
| TWLO TWILIO INC | 28.52K | 230.64K | +708.6% |
| HEI HEICO CORP NEW | 340 | 2.63K | +674.1% |
| CMI CUMMINS INC | 409 | 3.12K | +663.8% |
| NTRA NATERA INC | 1.27K | 8.50K | +567.5% |
| TSN TYSON FOODS INC | 1.80K | 11.80K | +553.7% |
| OKTA OKTA INC | 7.08K | 43.88K | +519.4% |
| FOX FOX CORP | 1.04K | 6.24K | +501.8% |
| XLF SELECT SECTOR SPDR TR | 96.58K | 577.70K | +498.2% |
| LEN LENNAR CORP | 1.41K | 8.05K | +471.1% |
| HPE HEWLETT PACKARD… | 9.47K | 53.69K | +466.7% |
| FSLR FIRST SOLAR INC | 707 | 3.99K | +464.2% |
| TIP ISHARES TR | 91.05K | 507.99K | +457.9% |
| SYK STRYKER CORPORATION | 37.52K | 207.86K | +454.0% |
| CRM SALESFORCE INC | 182.07K | 997.92K | +448.1% |
| SMCI SUPER MICRO COMPUTER INC | 3.58K | 19.16K | +435.4% |
| OMC OMNICOM GROUP INC | 2.20K | 11.07K | +403.3% |
| PNFP PINNACLE FINL PARTNERS… | 22.30K | 105.00K | +370.9% |
| NBIS NEBIUS GROUP N.V. | 13.06K | 61.36K | +369.9% |
| ODFL OLD DOMINION FREIGHT… | 1.27K | 5.94K | +368.9% |
| IBM INTERNATIONAL BUSINESS… | 5.02K | 22.86K | +355.6% |
| STT STATE STR CORP | 1.94K | 8.78K | +353.3% |
| CTVA CORTEVA INC | 135.49K | 605.81K | +347.1% |
| NWSA NEWS CORP NEW | 2.54K | 11.29K | +345.2% |
| LOW LOWES COS INC | 485 | 2.15K | +343.5% |
| FFIV F5 INC | 420 | 1.86K | +341.9% |
| RVMD REVOLUTION MEDICINES INC | 1.23K | 5.45K | +341.4% |
| UPS UNITED PARCEL SVCS INC | 969 | 4.22K | +335.5% |
| EIX EDISON INTL | 2.73K | 11.50K | +321.7% |
| ADM ARCHER DANIELS MIDLAND… | 3.36K | 14.15K | +321.1% |
| TTD THE TRADE DESK INC | 3.06K | 12.39K | +305.2% |
| HRL HORMEL FOODS CORP | 2.23K | 8.98K | +303.5% |
| FOXA FOX CORP | 1.48K | 5.94K | +300.9% |
| PRU PRUDENTIAL FINL INC | 2.60K | 10.29K | +295.9% |
| VOOG VANGUARD ADMIRAL FDS INC | 61.39K | 241.53K | +293.4% |
| CLX CLOROX CO DEL | 914 | 3.46K | +278.2% |
| TYL TYLER TECHNOLOGIES INC | 308 | 1.15K | +273.1% |
| AVY AVERY DENNISON CORP | 562 | 2.08K | +269.6% |
| ROL ROLLINS INC | 1.86K | 6.84K | +267.5% |
| SPY STATE STR SPDR S&P 500… | 9.75K | 35.24K | +261.3% |
| AMG AFFILIATED MANAGERS… | 1.36K | 4.88K | +258.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 811 | 2.88K | +254.5% |
| QXO QXO INC | 1.11M | 3.95M | +254.4% |
| TMO THERMO FISHER… | 111.79K | 394.31K | +252.7% |
| WMS ADVANCED DRAIN SYS INC… | 62.75K | 221.19K | +252.5% |
| WFC WELLS FARGO & CO | 508.06K | 1.79M | +252.0% |
| DHR DANAHER CORP DEL | 229.82K | 797.94K | +247.2% |
| JKHY HENRY JACK & ASSOC INC | 518 | 1.77K | +242.3% |
| WCN WASTE CONNECTIONS INC | 282.89K | 936.89K | +231.2% |
| IHS IHS HOLDING LIMITED | 3.25M | 10.75M | +231.0% |
| CIB GRUPO CIBEST SA | 34.13K | 112.92K | +230.8% |
| LYB LYONDELLBASELL… | 1.80K | 5.96K | +230.0% |
| GM GENERAL MTRS CO | 14.63K | 48.16K | +229.2% |
| LVS LAS VEGAS SANDS CORP | 2.23K | 7.15K | +219.9% |
| HXL HEXCEL CORP NEW | 159.00K | 508.08K | +219.5% |
Roher Aktienanzahlvergleich zwischen den beiden ausgewählten Quartalen (wie gemeldet; Splits zwischen weit auseinanderliegenden Quartalen werden hier nicht angepasst — die Quartalswechsel-Tabs auf der Manager-Seite sind splitbereinigt). Ausschließlich Common-Stock-Positionen mit zugeordneten Tickern.
Herkunft: Beide Momentaufnahmen stammen aus den geparsten 13F-Informationstabellen des Managers (jeweils zuletzt akzeptierte Versionen).
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