投资组合差异对比
Jane Street Group, Llc
Q1 2026 ⇄ Q2 2026
+150已添加
−150清仓
200已调整规模
22未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| WLFC WILLIS LEASE FIN CORP | 5.72K | 12.00M | +209837.0% |
| EMXC ISHARES INC | 3.64K | 1.89M | +51865.0% |
| IT GARTNER INC | 1.64K | 596.33K | +36328.0% |
| PCOR PROCORE TECHNOLOGIES INC | 4.29K | 1.43M | +33119.6% |
| SPXC SPX TECHNOLOGIES INC | 2.33K | 766.55K | +32728.9% |
| GDDY GODADDY INC | 3.26K | 1.00M | +30671.2% |
| NTAP NETAPP INC | 8.38K | 2.39M | +28401.2% |
| ZTS ZOETIS INC | 7.08K | 2.01M | +28308.7% |
| STZ CONSTELLATION BRANDS INC | 7.44K | 1.88M | +25161.8% |
| DLTR DOLLAR TREE INC | 12.72K | 3.13M | +24522.7% |
| MTSI MACOM TECH SOLUTIONS… | 2.36K | 534.56K | +22579.8% |
| PPL PPL CORP | 41.66K | 9.24M | +22081.8% |
| SITM SITIME CORP | 176.81K | 38.81M | +21851.5% |
| DOC HEALTHPEAK PROPERTIES… | 22.05K | 4.17M | +18829.4% |
| VEU VANGUARD INTL EQUITY… | 24.97K | 4.23M | +16818.4% |
| ACM AECOM | 3.30K | 534.60K | +16109.9% |
| KNX KNIGHT-SWIFT TRANSN… | 7.48K | 1.20M | +16018.1% |
| ECHO ECHOSTAR CORP | 7.29K | 1.17M | +15900.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 11.02K | 1.69M | +15228.0% |
| ICLR ICON PUB LTD CO | 2.45K | 374.80K | +15198.0% |
| MUSA MURPHY USA INC | 1.13K | 165.99K | +14589.3% |
| ASTS AST SPACEMOBILE INC | 24.90K | 3.58M | +14292.4% |
| DY DYCOM INDS INC | 1.64K | 225.04K | +13588.3% |
| EHC ENCOMPASS HEALTH CORP | 4.26K | 582.60K | +13576.0% |
| INTU INTUIT | 19.90K | 2.67M | +13325.6% |
| WHR WHIRLPOOL CORP | 4.57K | 574.83K | +12478.4% |
| ROL ROLLINS INC | 14.52K | 1.82M | +12419.4% |
| AGNC AGNC INVT CORP | 33.51K | 3.99M | +11817.0% |
| NTNX NUTANIX INC | 10.25K | 1.19M | +11488.5% |
| QXO QXO INC | 15.72K | 1.76M | +11103.1% |
| ALP ALPHA COMPUTE CORP | 11.38K | 1.23M | +10731.4% |
| CPAY CORPAY INC | 1.84K | 198.73K | +10718.4% |
| CORZ CORE SCIENTIFIC INC NEW | 61.23K | 6.47M | +10464.6% |
| AAON AAON INC | 9.33K | 973.93K | +10335.4% |
| CRDO CREDO TECHNOLOGY GROUP… | 8.46K | 879.46K | +10300.4% |
| CHRD CHORD ENERGY CORPORATION | 3.18K | 329.92K | +10288.0% |
| UTHR UNITED THERAPEUTICS… | 2.76K | 285.93K | +10263.4% |
| STRL STERLING INFRASTRUCTURE… | 7.45K | 761.59K | +10129.6% |
| AXSM AXSOME THERAPEUTICS INC. | 4.08K | 404.00K | +9806.7% |
| HPE HEWLETT PACKARD… | 86.73K | 8.45M | +9641.4% |
| SEIC SEI INVTS CO | 6.30K | 578.80K | +9087.3% |
| VVV VALVOLINE INC | 7.52K | 676.40K | +8894.7% |
| R RYDER SYS INC | 2.07K | 169.25K | +8092.2% |
| IVZ INVESCO LTD | 13.91K | 1.07M | +7556.3% |
| VTEB VANGUARD MUN BD FDS | 36.02K | 2.75M | +7548.0% |
| MXCT MAXCYTE INC | 20.57K | 1.56M | +7498.8% |
| CVI CVR ENERGY INC | 12.12K | 889.56K | +7236.6% |
| WCC WESCO INTL INC | 13.11K | 946.59K | +7122.0% |
| AYI ACUITY INC | 1.25K | 89.15K | +7020.7% |
| PWR QUANTA SVCS INC | 10.86K | 765.74K | +6949.7% |
| VXUS VANGUARD STAR FDS | 118.96K | 8.32M | +6893.1% |
| TLN TALEN ENERGY CORP | 6.66K | 456.04K | +6744.4% |
| KR KROGER CO | 38.79K | 2.65M | +6724.5% |
| ADP AUTOMATIC DATA… | 9.88K | 660.45K | +6584.1% |
| ARW ARROW ELECTRS INC | 5.68K | 368.09K | +6381.7% |
| ALSN ALLISON TRANSMISSION… | 6.85K | 441.44K | +6348.1% |
| HTZ HERTZ GLOBAL HLDGS INC | 243.56K | 15.33M | +6196.0% |
| URI UNITED RENTALS INC | 2.01K | 123.89K | +6051.5% |
| EWJ ISHARES INC | 7.66K | 449.95K | +5773.3% |
| XRP BITWISE XRP ETF | 20.66K | 1.21M | +5733.4% |
| BP BP PLC | 11.85K | 684.91K | +5682.3% |
| SRLN SSGA ACTIVE ETF TR | 11.19K | 638.84K | +5611.0% |
| PBR-A PETROLEO BRASILEIRO S A | 140.65K | 8.03M | +5606.3% |
| HSIC SCHEIN HENRY INC | 3.58K | 201.01K | +5508.5% |
| DINO HF SINCLAIR CORP | 16.76K | 915.62K | +5364.1% |
| SM SM ENERGY COMPANY | 9.24K | 492.19K | +5225.6% |
| CTSH COGNIZANT TECHNOLOGY… | 22.45K | 1.19M | +5220.9% |
| PLNT PLANET FITNESS MASTER… | 4.24K | 221.07K | +5109.1% |
| S SENTINELONE INC | 16.54K | 861.12K | +5105.7% |
| FFIV F5 INC | 17.05K | 885.45K | +5094.8% |
| BJ BJS WHSL CLUB HLDGS INC | 8.81K | 453.68K | +5046.7% |
| ENSG ENSIGN GROUP INC | 3.12K | 159.48K | +5011.4% |
| VLN VALENS SEMICONDUCTOR LTD | 11.82K | 602.79K | +4997.6% |
| BR BROADRIDGE FINL… | 6.12K | 311.49K | +4988.8% |
| DFAC DIMENSIONAL ETF TRUST | 7.88K | 400.00K | +4978.7% |
| FIGS FIGS INC | 43.79K | 2.07M | +4637.8% |
| CSCO CISCO SYS INC | 201.15K | 9.28M | +4513.6% |
| DDOG DATADOG INC | 23.72K | 1.09M | +4510.0% |
| BLNK BLINK CHARGING CO | 29.43K | 1.35M | +4470.0% |
| ILMN ILLUMINA INC | 8.22K | 372.63K | +4431.0% |
| BURL BURLINGTON STORES INC | 4.01K | 181.07K | +4412.0% |
| BTDR BITDEER TECHNOLOGIES… | 158.12K | 7.07M | +4372.8% |
| GUTS FRACTYL HEALTH INC | 39.71K | 1.73M | +4260.8% |
| OTEX OPEN TEXT CORP | 38.81K | 1.66M | +4181.1% |
| ESI ELEMENT SOLUTIONS INC | 12.32K | 524.80K | +4159.0% |
| FNDF SCHWAB STRATEGIC TR | 24.43K | 1.00M | +3992.5% |
| HESM HESS MIDSTREAM LP | 6.44K | 260.80K | +3949.6% |
| AIM AIM IMMUNOTECH INC | 20.05K | 807.88K | +3930.0% |
| VIAV VIAVI SOLUTIONS INC | 230.67K | 9.29M | +3928.9% |
| HCAT HEALTH CATALYST INC | 26.57K | 1.04M | +3806.1% |
| DHI D R HORTON INC | 15.02K | 586.04K | +3800.7% |
| TFII TFI INTERNATIONAL INC | 4.25K | 161.89K | +3712.9% |
| TMF DIREXION SHARES ETF… | 6.59K | 250.77K | +3705.9% |
| IEF ISHARES TR | 8.95K | 333.59K | +3627.3% |
| HIG HARTFORD INSURANCE… | 16.18K | 601.91K | +3620.5% |
| IQV IQVIA HLDGS INC | 7.72K | 282.51K | +3558.5% |
| QSR RESTAURANT BRANDS INTL… | 17.62K | 632.01K | +3487.7% |
| ATYR ATYR PHARMA INC | 48.50K | 1.72M | +3448.9% |
| TXN TEXAS INSTRS INC | 47.69K | 1.69M | +3441.3% |
| SB SAFE BULKERS INC | 10.48K | 370.00K | +3430.8% |
| MPWR MONOLITHIC PWR SYS INC | 5.08K | 179.29K | +3427.3% |
| ENTG ENTEGRIS INC | 8.03K | 275.53K | +3331.3% |
| DFNS T3 DEFENSE INC | 31.32K | 1.07M | +3324.7% |
| MSFT MICROSOFT CORP | 130.27K | 4.45M | +3318.2% |
| ATO ATMOS ENERGY CORP | 11.81K | 396.72K | +3259.2% |
| EVRG EVERGY INC | 25.37K | 843.47K | +3224.8% |
| INCY INCYTE CORP | 8.24K | 268.80K | +3161.0% |
| PNC PNC FINL SVCS GROUP INC | 22.14K | 718.15K | +3144.1% |
| BAH BOOZ ALLEN HAMILTON… | 10.39K | 328.25K | +3060.2% |
| SNXX INVESTMENT MANAGERS SER… | 19.73K | 621.28K | +3049.2% |
| PANW PALO ALTO NETWORKS INC | 70.92K | 2.20M | +3002.6% |
| TNK TEEKAY TANKERS LTD | 4.19K | 128.31K | +2960.9% |
| WEST WESTROCK COFFEE CO | 18.57K | 546.45K | +2842.5% |
| BLD TOPBUILD COR | 599 | 17.57K | +2832.9% |
| NDAQ NASDAQ INC | 103.01K | 2.97M | +2779.3% |
| FTNT FORTINET INC | 142.29K | 4.08M | +2769.3% |
| TER TERADYNE INC | 18.44K | 518.64K | +2712.4% |
| LESL LESLIES INC | 19.74K | 546.80K | +2670.4% |
| BOOM DMC GLOBAL INC | 14.57K | 401.05K | +2652.4% |
| PDD PDD HOLDINGS INC | 176.72K | 4.79M | +2612.9% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
← 返回管理人记录