So sánh danh mục
LMR Partners LLP
Q1 2026 ⇄ Q2 2026
+150Đã thêm
−150Đã loại bỏ
200Đã điều chỉnh kích thước
290Không 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 |
|---|---|---|---|
| SMH VANECK ETF TRUST | 1 | 123.73K | +12373000.0% |
| ARKK ARK ETF TR | 1 | 65.64K | +6564200.0% |
| COP CONOCOPHILLIPS | 15 | 225.78K | +1505106.7% |
| FLTR.L FLUTTER ENTMT PLC | 100 | 66.57K | +66467.0% |
| REGN REGENERON… | 143 | 22.31K | +15498.6% |
| UBER UBER TECHNOLOGIES INC | 105.80K | 15.05M | +14126.9% |
| MRNA MODERNA INC | 699 | 63.05K | +8920.7% |
| GEV GE VERNOVA INC | 10 | 714 | +7040.0% |
| BMY BRISTOL-MYERS SQUIBB CO | 5.00K | 330.15K | +6501.7% |
| AMZN AMAZON COM INC | 7.33K | 464.98K | +6243.5% |
| BKNG BOOKING HOLDINGS INC | 165 | 8.24K | +4893.9% |
| ESPR ESPERION THERAPEUTICS… | 35.86K | 1.61M | +4381.9% |
| PANW PALO ALTO NETWORKS INC | 2.00K | 70.97K | +3447.0% |
| OGN ORGANON & CO | 13.21K | 396.84K | +2903.4% |
| CEG CONSTELLATION ENERGY… | 830 | 20.45K | +2363.9% |
| ASML ASML HLDG NV | 907 | 21.79K | +2301.9% |
| APGE APOGEE THERAPEUTICS INC | 2.03K | 46.46K | +2189.8% |
| KLAC KLA CORP | 4.55K | 85.49K | +1776.8% |
| GOOG ALPHABET INC | 192 | 3.59K | +1770.8% |
| HOOD ROBINHOOD MKTS INC | 10.00K | 169.46K | +1594.6% |
| MDT MEDTRONIC PLC | 19.37K | 308.55K | +1492.7% |
| MRK MERCK & CO INC | 3.00K | 44.03K | +1367.7% |
| PPL PPL CORP | 23.28K | 305.07K | +1210.7% |
| IHS IHS HOLDING LIMITED | 64.07K | 810.10K | +1164.5% |
| RUN SUNRUN INC | 3.10K | 38.14K | +1131.0% |
| WDC WESTERN DIGITAL CORP | 2.54K | 31.05K | +1122.6% |
| BE BLOOM ENERGY CORP | 6.50K | 75.50K | +1061.5% |
| NXT NEXTPOWER INC | 3.25K | 36.80K | +1032.3% |
| TALK TALKSPACE INC | 100.00K | 1.08M | +984.0% |
| CCO CLEAR CHANNEL OUTDOOR… | 260.96K | 2.46M | +843.4% |
| VRDN VIRIDIAN THERAPEUTICS… | 1.16K | 10.00K | +762.8% |
| TTWO TAKE-TWO INTERACTIVE… | 36.40K | 312.04K | +757.3% |
| VRT VERTIV HOLDINGS CO | 5.08K | 38.82K | +664.9% |
| META META PLATFORMS INC | 5.62K | 40.59K | +622.8% |
| NWE NORTHWESTERN ENERGY… | 15.85K | 103.55K | +553.2% |
| PFE PFIZER INC | 39.99K | 260.99K | +552.7% |
| XBI SPDR SERIES TRUST | 20.70K | 131.71K | +536.3% |
| ANET ARISTA NETWORKS INC | 50.00K | 306.52K | +513.0% |
| CORZZ CORE SCIENTIFIC INC NEW | 6.25K | 36.96K | +491.7% |
| GLW CORNING INC | 37.33K | 208.40K | +458.3% |
| WOLF WOLFSPEED INC | 1.39M | 6.90M | +397.9% |
| IMXI INTERNATIONAL MONEY… | 196.82K | 955.81K | +385.6% |
| INTU INTUIT | 3.70K | 16.15K | +336.5% |
| VAL VALARIS LTD | 14.50K | 60.07K | +314.1% |
| NTES NETEASE COM INC | 24.71K | 99.94K | +304.5% |
| JNJ JOHNSON & JOHNSON | 1.36K | 5.16K | +279.9% |
| DRTS ALPHA TAU MEDICAL LTD | 409.65K | 1.49M | +264.9% |
| BDX BECTON DICKINSON & CO | 2.46K | 8.89K | +261.1% |
| NVS NOVARTIS AG | 43.10K | 153.73K | +256.6% |
| BLK BLACKROCK INC | 226 | 798 | +253.1% |
| CMCSA COMCAST CORP NEW | 155.30K | 544.49K | +250.6% |
| BHF BRIGHTHOUSE FINL INC | 3.82K | 13.04K | +241.1% |
| CVX CHEVRON CORPORATION | 3.35K | 11.40K | +240.9% |
| SHEL SHELL PLC | 396.03K | 1.28M | +224.1% |
| UNP UNION PAC CORP | 6.10K | 18.57K | +204.6% |
| WTRG ESSENTIAL UTILS INC | 541.12K | 1.63M | +201.0% |
| HCAC HALL CHADWICK… | 450.00K | 1.35M | +200.0% |
| TLN TALEN ENERGY CORP | 5.14K | 15.35K | +198.5% |
| BRK-B BERKSHIRE HATHAWAY INC… | 3.40K | 10.13K | +198.0% |
| MCD MCDONALDS CORP | 17.61K | 51.55K | +192.8% |
| GE GE AEROSPACE | 40.00K | 115.55K | +188.9% |
| AIRJW AIRJOULE TECHNOLOGIES… | 559.18K | 1.61M | +187.4% |
| ON ON SEMICONDUCTOR CORP | 12.95K | 36.95K | +185.4% |
| SMMT SUMMIT THERAPEUTICS INC | 34.12K | 96.18K | +181.9% |
| ADSK AUTODESK INC | 5.41K | 15.24K | +181.6% |
| MWH SOLV ENERGY INC | 190.24K | 515.99K | +171.2% |
| AXP AMERICAN EXPRESS CO | 5.21K | 13.89K | +166.5% |
| SDRL SEADRILL LTD | 55.36K | 144.95K | +161.8% |
| PEP PEPSICO INC | 15.19K | 39.55K | +160.4% |
| INSM INSMED INC | 3.30K | 8.40K | +154.5% |
| DDOG DATADOG INC | 131.00K | 331.70K | +153.2% |
| PBR PETROLEO BRASILEIRO S A | 221.66K | 550.00K | +148.1% |
| MDLN MEDLINE INC | 27.47K | 66.30K | +141.3% |
| C CITIGROUP INC | 2.29K | 5.37K | +134.1% |
| SOLS SOLSTICE ADVANCED MATLS… | 45.40K | 105.00K | +131.3% |
| BUD ANHEUSER BUSCH INBEV SA… | 75.00K | 167.95K | +123.9% |
| EOG EOG RES INC | 1.44K | 3.19K | +121.8% |
| PTEN PATTERSON-UTI ENERGY INC | 304.33K | 649.08K | +113.3% |
| CTVA CORTEVA INC | 22.04K | 45.96K | +108.5% |
| CTAS CINTAS CORP | 15.58K | 32.39K | +107.9% |
| ROIV ROIVANT SCIENCES LTD | 16.75K | 34.77K | +107.6% |
| NKTR NEKTAR THERAPEUTICS | 48.29K | 100.00K | +107.1% |
| SYK STRYKER CORPORATION | 4.71K | 9.60K | +104.0% |
| TTD THE TRADE DESK INC | 14.33K | 29.24K | +104.0% |
| KDP KEURIG DR PEPPER INC | 108.26K | 2 | -100.0% |
| HTHT H WORLD GROUP LTD | 27.07M | 21.78K | -99.9% |
| ARRY ARRAY TECHNOLOGIES INC | 659.96K | 800 | -99.9% |
| TROW PRICE T ROWE GROUP INC | 10.75K | 21.47K | +99.8% |
| CYTK CYTOKINETICS INC | 12.50M | 34.65K | -99.7% |
| W WAYFAIR INC | 36.09M | 127.10K | -99.6% |
| SRPT SAREPTA THERAPEUTICS INC | 14.52K | 138 | -99.0% |
| SMCI SUPER MICRO COMPUTER INC | 20.01M | 197.62K | -99.0% |
| DXCM DEXCOM INC | 309.09K | 3.23K | -99.0% |
| RYAAY RYANAIR HOLDINGS PLC | 59.94K | 119.11K | +98.7% |
| MCK MCKESSON CORP | 21.48K | 323 | -98.5% |
| FLEX FLEX LTD | 100.00K | 2.34K | -97.7% |
| VICI VICI PPTYS INC | 367.89K | 10.96K | -97.0% |
| ISRG INTUITIVE SURGICAL INC | 3.26K | 6.41K | +96.9% |
| NN NEXTNAV INC | 2.06M | 65.40K | -96.8% |
| AVR ANTERIS TECHNOLOGIES… | 450.00K | 15.56K | -96.5% |
| SEDG SOLAREDGE TECHNOLOGIES… | 300.57K | 10.81K | -96.4% |
| LLY ELI LILLY & CO | 93.54K | 3.39K | -96.4% |
| PL PLANET LABS PBC | 668.28K | 25.39K | -96.2% |
| RIOT RIOT PLATFORMS INC | 654.09K | 25.00K | -96.2% |
| FSLR FIRST SOLAR INC | 31.90K | 1.30K | -95.9% |
| BIIB BIOGEN INC | 116.13K | 4.87K | -95.8% |
| WMT WALMART INC | 120.23K | 5.10K | -95.8% |
| BYND BEYOND MEAT INC | 9.04M | 467.46K | -94.8% |
| FOXA FOX CORP | 28.56K | 1.55K | -94.6% |
| ENPH ENPHASE ENERGY INC | 110.75K | 6.09K | -94.5% |
| HAL HALLIBURTON CO | 220.72K | 12.45K | -94.4% |
| TGT TARGET CORP | 141.22K | 8.90K | -93.7% |
| UNH UNITEDHEALTH GROUP INC | 145.48K | 9.21K | -93.7% |
| DNTH DIANTHUS THERAPEUTICS… | 116.44K | 224.00K | +92.4% |
| PLTR PALANTIR TECHNOLOGIES… | 86.81K | 166.53K | +91.8% |
| MU MICRON TECHNOLOGY INC | 483.00K | 40.81K | -91.6% |
| WBD WARNER BROS DISCOVERY… | 6.81M | 13.04M | +91.4% |
| CSCO CISCO SYS INC | 150.95K | 288.02K | +90.8% |
| ZIM ZIM INTEGRATED SHIPPING… | 68.40K | 130.30K | +90.5% |
| SMTC SEMTECH CORP | 329.12K | 31.98K | -90.3% |
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).
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