Diff de portfólio
First Manhattan Co. Llc.
Q1 2026 ⇄ Q2 2026
+48Adicionado
−58Removida
200Redimensionado
165Inalterado
Adicionado (Q2 2026)
Removida (era mantido em Q1 2026)
Posições redimensionadas
| Valor mobiliário | Q1 2026 ações | Q2 2026 ações | Variação |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 41.17K | 1.09M | +2545.4% |
| PAVM PAVMED INC | 23.80K | 332.91K | +1298.5% |
| VGT VANGUARD WORLD FD | 704 | 9.75K | +1285.5% |
| MDT MEDTRONIC PLC | 6.75K | 52.31K | +675.4% |
| KLAC KLA CORP | 4.38K | 33.81K | +671.4% |
| VTV VANGUARD INDEX FDS | 23.00K | 171.37K | +645.0% |
| LUCD LUCID DIAGNOSTICS INC | 323.45K | 2.19M | +576.6% |
| VUG VANGUARD INDEX FDS | 3.79K | 23.85K | +529.5% |
| EEM ISHARES TR | 16.14K | 101.32K | +527.8% |
| UBER UBER TECHNOLOGIES INC | 630.38K | 3.44M | +446.2% |
| HDV ISHARES TR | 5.79K | 28.96K | +400.0% |
| VO VANGUARD INDEX FDS | 156.40K | 698.32K | +346.5% |
| IWF ISHARES TR | 2.53K | 11.26K | +344.9% |
| DVN DEVON ENERGY CORP NEW | 51.28K | 213.07K | +315.5% |
| MTD METTLER TOLEDO… | 2.29K | 7.15K | +212.1% |
| QXO QXO INC | 1.64M | 4.87M | +196.1% |
| HSY HERSHEY CO | 2.63K | 6.12K | +132.1% |
| ZTS ZOETIS INC | 41.10K | 92.40K | +124.8% |
| IBDU ISHARES TR | 21.79K | 47.16K | +116.4% |
| TDW TIDEWATER INC NEW | 45.92K | 99.03K | +115.6% |
| LOAR LOAR HOLDINGS INC | 72.16K | 144.96K | +100.9% |
| GE GE AEROSPACE | 192.75K | 385.84K | +100.2% |
| IJH ISHARES TR | 23.84K | 47.44K | +99.0% |
| MBLY MOBILEYE GLOBAL INC | 326.32K | 26.30K | -91.9% |
| AMT AMERICAN TOWER CORP | 195.45K | 21.83K | -88.8% |
| NOW SERVICENOW INC | 34.45K | 5.00K | -85.5% |
| SG SWEETGREEN INC | 532.63K | 106.20K | -80.1% |
| GTLS CHART INDS INC | 5.87K | 1.23K | -79.0% |
| FTV FORTIVE CORP | 102.07K | 22.51K | -77.9% |
| IGV ISHARES TR | 77.61K | 21.93K | -71.7% |
| MXC MEXCO ENERGY CORP | 40.66K | 69.80K | +71.7% |
| KNSL KINSALE CAP GROUP INC | 616.03K | 188.38K | -69.4% |
| APO APOLLO GLOBAL MGMT INC | 60.03K | 20.74K | -65.4% |
| BSX BOSTON SCIENTIFIC CORP | 4.91M | 1.70M | -65.4% |
| PHM PULTE GROUP INC | 17.61K | 6.50K | -63.1% |
| CTVA CORTEVA INC | 12.22K | 4.55K | -62.8% |
| CPRT COPART INC | 2.95M | 1.10M | -62.7% |
| CAR AVIS BUDGET GROUP INC | 27.02K | 10.28K | -62.0% |
| EBAY EBAY INC. | 9.55K | 3.85K | -59.6% |
| ACN ACCENTURE PLC IRELAND | 481.19K | 756.73K | +57.3% |
| SCHF SCHWAB STRATEGIC TR | 38.50K | 59.70K | +55.1% |
| AGI ALAMOS GOLD INC | 182.62K | 282.62K | +54.8% |
| MPB MID PENN BANCORP INC | 76.81K | 34.79K | -54.7% |
| VCSH VANGUARD SCOTTSDALE FDS | 21.97K | 33.85K | +54.1% |
| DIA STATE STR SPDR DOW… | 821 | 1.26K | +53.6% |
| SCHB SCHWAB STRATEGIC TR | 10.86K | 16.39K | +51.0% |
| OPCH OPTION CARE HEALTH INC | 51.04K | 26.96K | -47.2% |
| OGN ORGANON & CO | 950.17K | 504.65K | -46.9% |
| LEN LENNAR CORP | 5.63K | 3.05K | -45.9% |
| CHTR CHARTER COMMUNICATIONS… | 60.90K | 33.33K | -45.3% |
| PSEP INNOVATOR ETFS TRUST | 12.96K | 7.34K | -43.4% |
| LUMN LUMEN TECHNOLOGIES INC | 16.18K | 23.18K | +43.3% |
| VLTO VERALTO CORP | 573.66K | 821.83K | +43.3% |
| CPT CAMDEN PPTY TR | 29.70K | 17.02K | -42.7% |
| NFLX NETFLIX INC. | 39.24K | 23.18K | -40.9% |
| WFC-PL WELLS FARGO & CO | 7.40K | 4.47K | -39.5% |
| BP BP PLC | 11.48K | 6.97K | -39.3% |
| IBDT ISHARES TR | 81.46K | 112.38K | +38.0% |
| HHH HOWARD HUGHES HOLDINGS… | 239.76K | 149.78K | -37.5% |
| PGR PROGRESSIVE CORP | 13.62K | 8.54K | -37.3% |
| IEFA ISHARES TR | 183.58K | 251.76K | +37.1% |
| GIS GENERAL MILLS INC | 22.65K | 14.38K | -36.5% |
| TXT TEXTRON INC | 3.45K | 2.19K | -36.4% |
| EXC EXELON CORP | 9.91K | 6.39K | -35.5% |
| NKE NIKE INC | 330.30K | 214.16K | -35.2% |
| ADBE ADOBE INC | 2.72K | 1.77K | -35.0% |
| BLK BLACKROCK INC | 1.31K | 858 | -34.8% |
| CRM SALESFORCE INC | 2.65M | 1.74M | -34.2% |
| RSPA INVESCO ACTIVELY… | 15.94K | 10.61K | -33.5% |
| PYPL PAYPAL HLDGS INC | 23.70K | 16.00K | -32.5% |
| IVV ISHARES TR | 68.46K | 90.48K | +32.2% |
| QLTY GMO ETF TRUST | 326.56K | 431.23K | +32.0% |
| BA BOEING CO | 10.54K | 13.87K | +31.7% |
| TMUS T-MOBILE US INC | 22.43K | 15.38K | -31.5% |
| TEVA TEVA PHARMACEUTICAL… | 43.67K | 30.04K | -31.2% |
| ECL ECOLAB INC | 4.58K | 5.97K | +30.3% |
| VTEB VANGUARD MUN BD FDS | 15.86K | 11.05K | -30.3% |
| VRT VERTIV HOLDINGS CO | 552.09K | 385.34K | -30.2% |
| ALB ALBEMARLE CORP | 3.75K | 2.62K | -30.2% |
| EBMT EAGLE BANCORP MONT INC | 28.50K | 20.00K | -29.8% |
| MKL MARKEL GROUP INC | 3.39K | 2.39K | -29.6% |
| VTRS VIATRIS INC | 21.17K | 14.96K | -29.3% |
| ICE INTERCONTINENTAL… | 1.02M | 728.69K | -28.5% |
| MSB MESABI TR | 310.06K | 396.37K | +27.8% |
| AWI ARMSTRONG WORLD INDS… | 4.70K | 3.42K | -27.1% |
| MRSH MARSH & MCLENNAN COS INC | 29.13K | 21.54K | -26.1% |
| SYK STRYKER CORPORATION | 70.27K | 88.50K | +25.9% |
| BUD ANHEUSER BUSCH INBEV SA… | 17.90K | 13.28K | -25.8% |
| EXPE EXPEDIA GROUP INC | 8.33K | 6.18K | -25.8% |
| T AT&T INC | 53.12K | 39.56K | -25.5% |
| ESQ ESQUIRE FINL HLDGS INC | 48.17K | 35.93K | -25.4% |
| ESAB ESAB CORPORATION | 12.25K | 15.30K | +24.9% |
| SIRI SIRIUSXM HOLDINGS INC | 228.47K | 172.06K | -24.7% |
| JCI JOHNSON CONTROLS… | 2.48K | 3.08K | +24.2% |
| LLYVA LIBERTY LIVE HOLDINGS… | 3.73K | 2.83K | -24.2% |
| TSLA TESLA INC | 5.62K | 4.27K | -24.1% |
| SUSA ISHARES TR | 2.24K | 1.70K | -24.0% |
| SYY SYSCO CORP | 6.53K | 4.96K | -24.0% |
| FDX FEDEX CORP | 2.45K | 1.87K | -23.8% |
| LH LABCORP HOLDINGS INC | 1.28K | 980 | -23.4% |
| UPS UNITED PARCEL SVCS INC | 39.59K | 30.38K | -23.3% |
| PLTR PALANTIR TECHNOLOGIES… | 4.45K | 3.42K | -23.2% |
| BLND BLEND LABS INC | 536.59K | 659.77K | +23.0% |
| BCML BAYCOM CORP | 94.84K | 73.35K | -22.7% |
| KRE SPDR SERIES TRUST | 6.62K | 5.12K | -22.6% |
| ETN EATON CORP PLC | 23.12K | 18.01K | -22.1% |
| MCK MCKESSON CORP | 5.65K | 4.44K | -21.5% |
| IBIT ISHARES BITCOIN TRUST… | 5.64K | 6.84K | +21.3% |
| DELL DELL TECHNOLOGIES INC | 5.11K | 6.17K | +20.7% |
| AMD ADVANCED MICRO DEVICES… | 83.99K | 66.60K | -20.7% |
| MU MICRON TECHNOLOGY INC | 11.88K | 9.45K | -20.4% |
| AMRZ AMRIZE LTD | 3.94M | 3.14M | -20.1% |
| VTI VANGUARD INDEX FDS | 20.43K | 24.46K | +19.7% |
| SBUX STARBUCKS CORP | 19.85K | 15.97K | -19.5% |
| DUK DUKE ENERGY CORP NEW | 12.14K | 9.82K | -19.1% |
| DGRO ISHARES TR | 8.26K | 9.81K | +18.8% |
| UG UNITED GUARDIAN INC | 16.06K | 13.06K | -18.7% |
| ADT ADT INC DEL | 1.09M | 1.30M | +18.6% |
| TRGP TARGA RES CORP | 3.40K | 2.77K | -18.5% |
| INTC INTEL CORP | 5.69M | 4.64M | -18.5% |
Comparação bruta de quantidade de ações entre os dois trimestres selecionados (conforme reportado; desdobramentos entre trimestres distantes não são ajustados aqui — as abas de variação trimestral na página do gestor são ajustadas por desdobramento). Apenas posições em ações ordinárias com tickers mapeados.
Proveniência: Ambos os instantâneos provêm das tabelas de informação do 13F analisadas do gestor (versões mais recentes aceitas).
← Voltar ao registro do gestor