So sánh danh mục
Holocene Advisors, LP
Q1 2026 ⇄ Q2 2026
+150Đã thêm
−150Đã loại bỏ
200Đã điều chỉnh kích thước
17Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| HAE HAEMONETICS CORP MASS | 4.52K | 550.20K | +12067.1% |
| STM STMICROELECTRONICS N V | 26.61K | 2.50M | +9276.5% |
| SOLS SOLSTICE ADVANCED MATLS… | 6.64K | 593.81K | +8842.9% |
| MGA MAGNA INTL INC | 4.01K | 258.00K | +6338.7% |
| SNX TD SYNNEX CORPORATION | 8.23K | 517.23K | +6185.5% |
| OKTA OKTA INC | 19.51K | 635.45K | +3157.0% |
| OVV OVINTIV INC | 53.46K | 1.63M | +2951.2% |
| LFUS LITTELFUSE INC | 6.45K | 132.10K | +1947.1% |
| TPG TPG INC | 67.73K | 1.36M | +1912.4% |
| KEYS KEYSIGHT TECHNOLOGIES… | 752 | 13.69K | +1720.2% |
| APPN APPIAN CORP | 12.14K | 206.04K | +1597.8% |
| WAL WESTERN ALLIANCE BANCORP | 3.14K | 51.80K | +1551.8% |
| IBKR INTERACTIVE BROKERS… | 18.66K | 278.59K | +1392.8% |
| GWRE GUIDEWIRE SOFTWARE INC | 3.97K | 51.61K | +1200.1% |
| PINS PINTEREST INC | 303.44K | 3.37M | +1009.9% |
| TGT TARGET CORP | 223.05K | 2.34M | +948.1% |
| NET CLOUDFLARE INC | 8.46K | 87.61K | +935.2% |
| AMT AMERICAN TOWER CORP | 29.89K | 281.14K | +840.6% |
| CALX CALIX INC | 10.48K | 91.56K | +773.4% |
| COF CAPITAL ONE FINL CORP | 172.60K | 1.40M | +713.1% |
| DOV DOVER CORP | 13.01K | 104.66K | +704.5% |
| AMSC AMERICAN SUPERCONDUCTOR… | 12.13K | 95.72K | +689.2% |
| BIDU BAIDU INC | 163.42K | 1.19M | +628.4% |
| PR PERMIAN RESOURCES CORP | 754.50K | 5.45M | +622.9% |
| CWST CASELLA WASTE SYS INC | 5.58K | 39.87K | +614.8% |
| DLR DIGITAL RLTY TR INC | 24.22K | 162.43K | +570.5% |
| PRIM PRIMORIS SVCS CORP | 16.54K | 107.96K | +552.5% |
| EHC ENCOMPASS HEALTH CORP | 150.32K | 977.63K | +550.4% |
| FLEX FLEX LTD | 228.68K | 1.44M | +531.1% |
| AMD ADVANCED MICRO DEVICES… | 190.00K | 1.19M | +528.1% |
| VRSK VERISK ANALYTICS INC | 22.78K | 140.15K | +515.3% |
| MMM 3M CO | 449.31K | 2.74M | +509.0% |
| NWL NEWELL BRANDS INC | 19.55K | 117.16K | +499.2% |
| RITM RITHM CAPITAL CORP | 91.31K | 539.46K | +490.8% |
| UMBF UMB FINL CORP | 46.01K | 262.42K | +470.4% |
| VRSN VERISIGN INC | 89.54K | 496.57K | +454.6% |
| MMSI MERIT MED SYS INC | 11.82K | 65.41K | +453.1% |
| RGA REINSURANCE GROUP AMER… | 4.30K | 23.70K | +450.7% |
| DT DYNATRACE INC | 18.54K | 101.76K | +448.7% |
| TOWN TOWNEBANK PORTSMOUTH VA | 8.88K | 47.47K | +434.5% |
| STRA STRATEGIC ED INC | 4.71K | 24.64K | +422.9% |
| REXR REXFORD INDL RLTY INC | 23.97K | 123.24K | +414.2% |
| INGR INGREDION INC | 13.45K | 68.98K | +412.9% |
| CVNA CARVANA CO | 50.00K | 250.00K | +400.0% |
| ADT ADT INC DEL | 155.65K | 765.25K | +391.6% |
| PNR PENTAIR PLC | 37.92K | 182.80K | +382.1% |
| JKHY HENRY JACK & ASSOC INC | 5.06K | 24.29K | +380.1% |
| WHR WHIRLPOOL CORP | 29.72K | 132.06K | +344.4% |
| AR ANTERO RESOURCES CORP | 708.42K | 3.13M | +341.4% |
| MKL MARKEL GROUP INC | 1.03K | 4.42K | +327.3% |
| MGRC MCGRATH RENTCORP | 2.73K | 11.62K | +326.6% |
| EW EDWARDS LIFESCIENCES… | 738.10K | 3.14M | +325.3% |
| AFRM AFFIRM HLDGS INC | 170.03K | 703.46K | +313.7% |
| EEFT EURONET WORLDWIDE INC | 13.56K | 55.01K | +305.6% |
| MIR MIRION TECHNOLOGIES INC | 85.07K | 337.72K | +297.0% |
| LRN STRIDE INC | 7.86K | 30.72K | +290.9% |
| MSFT MICROSOFT CORP | 1.12M | 4.28M | +282.6% |
| MIDD MIDDLEBY CORP | 23.53K | 89.37K | +279.8% |
| FHN FIRST HORIZON… | 593.37K | 2.24M | +277.4% |
| DEI DOUGLAS EMMETT INC | 46.96K | 174.06K | +270.7% |
| PIPR PIPER SANDLER COMPANIES | 11.84K | 43.33K | +266.0% |
| INVH INVITATION HOMES INC | 945.00K | 3.44M | +264.2% |
| MHK MOHAWK INDS INC | 43.66K | 157.55K | +260.9% |
| EPAM EPAM SYS INC | 16.57K | 58.54K | +253.3% |
| LYV LIVE NATION… | 90.48K | 317.94K | +251.4% |
| LRCX LAM RESEARCH CORP | 90.71K | 317.65K | +250.2% |
| MCO MOODYS CORP | 60.92K | 208.08K | +241.5% |
| JBLU JETBLUE AIRWAYS CORP | 1.58M | 5.29M | +234.5% |
| DORM DORMAN PRODS INC | 3.85K | 12.87K | +234.0% |
| AOS SMITH A O CORP | 45.40K | 151.02K | +232.6% |
| CVX CHEVRON CORPORATION | 643.61K | 2.13M | +230.2% |
| DTE DTE ENERGY CO | 16.50K | 54.38K | +229.5% |
| DRS LEONARDO DRS INC | 21.12K | 67.84K | +221.2% |
| ABT ABBOTT LABORATORIES | 790.92K | 2.49M | +214.9% |
| OTTR OTTER TAIL CORP | 4.98K | 15.63K | +213.9% |
| DLB DOLBY LABORATORIES INC | 26.70K | 82.11K | +207.5% |
| SITE SITEONE LANDSCAPE… | 8.84K | 27.12K | +206.6% |
| PCG PG&E CORP | 105.14K | 308.23K | +193.2% |
| TRU TRANSUNION | 245.30K | 716.43K | +192.1% |
| BL BLACKLINE INC | 32.88K | 95.93K | +191.8% |
| CPK CHESAPEAKE UTILS CORP | 5.42K | 15.81K | +191.6% |
| SFNC SIMMONS FIRST NATL CORP | 45.05K | 130.80K | +190.3% |
| DCI DONALDSON INC | 27.18K | 78.85K | +190.1% |
| IPGP IPG PHOTONICS CORP | 8.72K | 24.78K | +184.2% |
| PFGC PERFORMANCE FOOD GROUP… | 692.81K | 1.96M | +182.7% |
| MZTI MARZETTI COMPANY | 16.34K | 45.17K | +176.4% |
| WU WESTERN UN CO | 130.61K | 358.37K | +174.4% |
| IIPR INNOVATIVE INDL PPTYS… | 5.57K | 15.23K | +173.5% |
| ENVX ENOVIX CORPORATION | 44.85K | 122.24K | +172.6% |
| CR CRANE COMPANY | 16.91K | 45.96K | +171.7% |
| OGS ONE GAS INC | 20.23K | 54.45K | +169.1% |
| SIG SIGNET JEWELERS LIMITED | 10.99K | 29.27K | +166.3% |
| SNOW SNOWFLAKE INC | 172.43K | 447.02K | +159.3% |
| EOG EOG RES INC | 531.19K | 1.32M | +148.5% |
| ABNB AIRBNB INC | 791.42K | 1.95M | +146.6% |
| KBR KBR INC | 81.69K | 201.20K | +146.3% |
| ALRM ALARM COM HLDGS INC | 22.75K | 55.66K | +144.6% |
| HUBS HUBSPOT INC | 13.65K | 32.48K | +138.0% |
| PPG PPG INDS INC | 45.49K | 108.19K | +137.9% |
| MTH MERITAGE HOMES CORP | 21.10K | 49.95K | +136.7% |
| IGT BRIGHTSTAR LOTTERY PLC | 77.14K | 180.47K | +134.0% |
| FTI TECHNIPFMC PLC | 533.58K | 1.24M | +133.3% |
| GPI GROUP 1 AUTOMOTIVE INC | 5.05K | 11.77K | +132.8% |
| CSGP COSTAR GROUP INC | 92.99K | 216.21K | +132.5% |
| VNT VONTIER CORPORATION | 83.64K | 194.36K | +132.4% |
| BHE BENCHMARK ELECTRS INC | 5.36K | 12.45K | +132.3% |
| IBOC INTERNATIONAL… | 14.59K | 33.39K | +128.9% |
| MAT MATTEL INC | 244.74K | 553.43K | +126.1% |
| KVYO KLAVIYO INC | 86.09K | 193.04K | +124.2% |
| BMI BADGER METER INC | 24.14K | 53.87K | +123.2% |
| CHD CHURCH & DWIGHT CO INC | 940.93K | 2.08M | +120.6% |
| CNR CORE NATURAL RESOURCES… | 33.95K | 74.20K | +118.6% |
| TBBK BANCORP INC DEL | 21.32K | 46.32K | +117.3% |
| KD KYNDRYL HLDGS INC | 203.22K | 441.26K | +117.1% |
| MT ARCELORMITTAL SA… | 12.26K | 26.61K | +117.1% |
| WELL WELLTOWER INC | 443.76K | 958.11K | +115.9% |
| LOPE GRAND CANYON ED INC | 19.32K | 41.56K | +115.1% |
| CVBF CVB FINL CORP | 75.16K | 160.92K | +114.1% |
| INTA INTAPP INC | 51.03K | 109.21K | +114.0% |
| TFX TELEFLEX INCORPORATED | 415.33K | 886.28K | +113.4% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý