Diff de portefeuille
FIL Ltd
Q1 2026 ⇄ Q2 2026
+119Ajouté
−82Supprimé
200Redimensionné
40Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| NUVL NUVALENT INC | 65 | 2.95M | +4532986.2% |
| BBIO BRIDGEBIO PHARMA INC | 88 | 1.00M | +1138831.8% |
| TPX SOMNIGROUP… | 436 | 1.06M | +243783.3% |
| BALL BALL CORP | 1.87K | 4.33M | +230902.7% |
| SLF SUN LIFE FINANCIAL INC. | 3.32K | 5.92M | +178064.1% |
| BR BROADRIDGE FINL… | 827 | 1.14M | +138309.6% |
| GDDY GODADDY INC | 1.04K | 623.92K | +60123.8% |
| LULU LULULEMON ATHLETICA INC | 8.16K | 2.03M | +24723.6% |
| BKD BROOKDALE SR LIVING INC | 216 | 33.17K | +15256.0% |
| CNP CENTERPOINT ENERGY INC | 4.38K | 637.97K | +14482.1% |
| FTAI FTAI AVIATION LTD | 710 | 101.41K | +14183.0% |
| CVNA CARVANA CO | 941 | 90.78K | +9547.3% |
| TXT TEXTRON INC | 1.19K | 113.76K | +9435.3% |
| ATO ATMOS ENERGY CORP | 1.22K | 115.01K | +9296.5% |
| GFL GFL ENVIRONMENTAL INC | 99.55K | 7.74M | +7675.4% |
| DHI D R HORTON INC | 77 | 5.13K | +6559.7% |
| BXP BXP INC | 1.38K | 79.73K | +5698.9% |
| BB BLACKBERRY LTD | 68.24K | 3.01M | +4316.7% |
| RDDT REDDIT INC | 701 | 30.62K | +4268.6% |
| VNO VORNADO RLTY TR | 1.90K | 71.03K | +3646.5% |
| BEN FRANKLIN RESOURCES INC | 60.28K | 1.87M | +3001.3% |
| LII LENNOX INTL INC | 233 | 6.50K | +2688.0% |
| CWB SPDR SERIES TRUST | 8.66K | 221.30K | +2454.8% |
| IXJ ISHARES TR | 31.03K | 776.26K | +2401.8% |
| LINE LINEAGE INC | 1.99K | 47.06K | +2269.8% |
| DASH DOORDASH INC | 46.73K | 1.08M | +2204.7% |
| ESS ESSEX PPTY TR INC | 1.17K | 24.05K | +1962.6% |
| LDOS LEIDOS HOLDINGS INC | 24.81K | 469.55K | +1792.8% |
| AER AERCAP HOLDINGS NV | 289 | 4.48K | +1449.5% |
| ON ON SEMICONDUCTOR CORP | 38.79K | 573.19K | +1377.6% |
| XEL XCEL ENERGY INC | 27.71K | 376.81K | +1259.9% |
| EXE EXPAND ENERGY… | 1.68K | 21.86K | +1198.0% |
| SDRL SEADRILL LTD | 113.26K | 1.37M | +1111.5% |
| DVN DEVON ENERGY CORP NEW | 4.14K | 49.19K | +1086.6% |
| PSX PHILLIPS 66 | 2.95K | 33.82K | +1048.1% |
| BKNG BOOKING HOLDINGS INC | 9.15K | 99.07K | +982.6% |
| JBL JABIL INC | 726 | 7.50K | +933.6% |
| PATK PATRICK INDS INC | 9.19K | 93.58K | +918.4% |
| KLAC KLA CORP | 92.28K | 912.22K | +888.6% |
| FWONA LIBERTY MEDIA CORP DEL | 34.52K | 334.12K | +867.8% |
| BABA ALIBABA GROUP HLDG LTD | 15.89K | 143.88K | +805.2% |
| COHR COHERENT CORP | 1.34K | 11.96K | +789.4% |
| VGT VANGUARD WORLD FD | 35.54K | 307.31K | +764.6% |
| HEI HEICO CORP NEW | 340 | 2.63K | +674.1% |
| CMI CUMMINS INC | 409 | 3.12K | +663.8% |
| KDP KEURIG DR PEPPER INC | 13.28K | 95.43K | +618.6% |
| VGNT VERSIGENT PLC | 112.38K | 758.69K | +575.1% |
| NTRA NATERA INC | 1.27K | 8.50K | +567.5% |
| TSN TYSON FOODS INC | 1.80K | 11.80K | +553.7% |
| PNFP PINNACLE FINL PARTNERS… | 22.30K | 145.13K | +550.9% |
| 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% |
| QXO QXO INC | 1.11M | 6.56M | +488.4% |
| GEN GEN DIGITAL INC | 5.30K | 30.78K | +481.0% |
| LEN LENNAR CORP | 1.41K | 8.05K | +471.1% |
| MDLN MEDLINE INC | 337.53K | 1.93M | +470.6% |
| HPE HEWLETT PACKARD… | 9.47K | 53.69K | +466.7% |
| FSLR FIRST SOLAR INC | 707 | 3.99K | +464.2% |
| ADI ANALOG DEVICES INC | 214.19K | 1.18M | +451.7% |
| QQQ INVESCO QQQ TR | 160.86K | 886.86K | +451.3% |
| SMCI SUPER MICRO COMPUTER INC | 3.58K | 19.16K | +435.4% |
| OMC OMNICOM GROUP INC | 2.20K | 11.07K | +403.3% |
| MAR MARRIOTT INTL INC NEW | 36.98K | 174.88K | +372.9% |
| 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% |
| NWSA NEWS CORP NEW | 2.54K | 11.29K | +345.2% |
| FFIV F5 INC | 420 | 1.86K | +341.9% |
| RVMD REVOLUTION MEDICINES INC | 1.23K | 5.45K | +341.4% |
| PFGC PERFORMANCE FOOD GROUP… | 273 | 1.16K | +323.4% |
| MU MICRON TECHNOLOGY INC | 40.59K | 171.22K | +321.9% |
| 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% |
| CPA COPA HOLDINGS SA | 145.49K | 579.23K | +298.1% |
| PRU PRUDENTIAL FINL INC | 2.60K | 10.29K | +295.9% |
| VOOG VANGUARD ADMIRAL FDS INC | 61.39K | 241.53K | +293.4% |
| BSX BOSTON SCIENTIFIC CORP | 3.21M | 12.33M | +283.7% |
| CLX CLOROX CO DEL | 914 | 3.46K | +278.2% |
| SPOT SPOTIFY TECHNOLOGY S A | 165.79K | 624.97K | +277.0% |
| TYL TYLER TECHNOLOGIES INC | 308 | 1.15K | +273.1% |
| DAL DELTA AIR LINES INC | 32.22K | 119.95K | +272.3% |
| AVY AVERY DENNISON CORP | 562 | 2.08K | +269.6% |
| ROL ROLLINS INC | 1.86K | 6.84K | +267.5% |
| UAL UNITED AIRLS HLDGS INC | 715 | 2.60K | +263.1% |
| SPY STATE STR SPDR S&P 500… | 9.75K | 35.24K | +261.3% |
| VMC VULCAN MATLS CO | 84.61K | 304.19K | +259.5% |
| AMG AFFILIATED MANAGERS… | 1.36K | 4.88K | +258.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 811 | 2.88K | +254.5% |
| WMS ADVANCED DRAIN SYS INC… | 62.75K | 221.19K | +252.5% |
| JKHY HENRY JACK & ASSOC INC | 518 | 1.77K | +242.3% |
| XBI SPDR SERIES TRUST | 71.73K | 242.33K | +237.8% |
| 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% |
| LVS LAS VEGAS SANDS CORP | 2.23K | 7.15K | +219.9% |
| DECK DECKERS OUTDOOR CORP | 1.06K | 3.39K | +219.4% |
| IT GARTNER INC | 546 | 1.72K | +214.8% |
| BBY BEST BUY INC | 1.48K | 4.65K | +214.3% |
| TSCO TRACTOR SUPPLY CO | 3.82K | 12.00K | +213.9% |
| UPS UNITED PARCEL SVCS INC | 2.95K | 9.18K | +210.8% |
| XLK SELECT SECTOR SPDR TR | 36.17K | 112.19K | +210.2% |
| GPN GLOBAL PMTS INC | 1.71K | 5.26K | +208.3% |
| CEG CONSTELLATION ENERGY… | 11.88K | 36.59K | +207.9% |
| GLW CORNING INC | 8.76K | 25.82K | +194.8% |
| WPM WHEATON PRECIOUS METALS… | 3.17M | 9.23M | +191.4% |
| DGX QUEST DIAGNOSTICS INC | 86.57K | 251.98K | +191.1% |
| WY WEYERHAEUSER CO | 5.41K | 15.60K | +188.5% |
| IBP INSTALLED BLDG PRODS INC | 167.00K | 473.12K | +183.3% |
| EFX EQUIFAX INC | 855 | 2.42K | +183.3% |
| HXL HEXCEL CORP NEW | 183.69K | 519.54K | +182.8% |
| WRB BERKLEY W R CORP | 1.80K | 5.05K | +181.0% |
| INTU INTUIT | 1.85M | 5.08M | +174.1% |
| ANET ARISTA NETWORKS INC | 678.64K | 1.85M | +173.2% |
| Z ZILLOW GROUP INC | 17.48K | 46.46K | +165.8% |
| SBAC SBA COMMUNICATIONS CORP | 796 | 2.11K | +165.2% |
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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