So sánh danh mục
LMR Partners LLP
Q1 2026 ⇄ Q2 2026
+150Đã thêm
−150Đã loại bỏ
200Đã điều chỉnh kích thước
170Không 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% |
| PANW PALO ALTO NETWORKS INC | 1 | 67.50K | +6749900.0% |
| ARKK ARK ETF TR | 1 | 65.64K | +6564200.0% |
| GE GE AEROSPACE | 2 | 112.40K | +5619900.0% |
| AMZN AMAZON COM INC | 3 | 135.17K | +4505600.0% |
| COP CONOCOPHILLIPS | 15 | 220.43K | +1469413.3% |
| BSX BOSTON SCIENTIFIC CORP | 14 | 69.10K | +493471.4% |
| ETR ENTERGY CORP NEW | 2 | 3.30K | +164900.0% |
| TXNM TXNM ENERGY INC | 1.47K | 943.49K | +64039.2% |
| UBER UBER TECHNOLOGIES INC | 30.00K | 15.00M | +49900.0% |
| NVDA NVIDIA CORPORATION | 2.04K | 600.00K | +29254.2% |
| PYPL PAYPAL HLDGS INC | 70 | 20.00K | +28471.4% |
| UNF UNIFIRST CORP MASS | 215 | 44.70K | +20690.7% |
| GRAB GRAB HOLDINGS LIMITED | 14.70K | 2.95M | +19939.6% |
| NIO NIO INC | 249.00K | 45.00M | +17972.3% |
| COST COSTCO WHOLESALE… | 136 | 15.05K | +10966.2% |
| HLT HILTON WORLDWIDE HLDGS… | 115 | 11.90K | +10247.0% |
| NOK NOKIA CORP | 8.60K | 822.24K | +9459.9% |
| PPTA PERPETUA RESOURCES CORP | 1.17K | 110.00K | +9269.7% |
| AZN ASTRAZENECA PLC | 175 | 15.25K | +8614.3% |
| FLTR.L FLUTTER ENTMT PLC | 100 | 7.88K | +7784.0% |
| VISN VISTANCE NETWORKS INC | 3.26K | 250.00K | +7559.3% |
| GEV GE VERNOVA INC | 10 | 714 | +7040.0% |
| NSC NORFOLK SOUTHN CORP | 600 | 42.82K | +7037.3% |
| MRNA MODERNA INC | 699 | 47.36K | +6674.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 5.00K | 315.53K | +6210.6% |
| COGT COGENT BIOSCIENCES INC | 956 | 50.00K | +5130.1% |
| BKNG BOOKING HOLDINGS INC | 165 | 8.24K | +4893.9% |
| AES AES CORP | 100.00K | 4.12M | +4024.7% |
| VAL VALARIS LTD | 926 | 36.40K | +3830.8% |
| NKTR NEKTAR THERAPEUTICS | 2.67K | 100.00K | +3639.7% |
| NWE NORTHWESTERN ENERGY… | 903 | 33.62K | +3623.0% |
| APGE APOGEE THERAPEUTICS INC | 1.46K | 45.00K | +2980.1% |
| CRCL CIRCLE INTERNET GROUP… | 8.04K | 236.56K | +2843.1% |
| RIG TRANSOCEAN LTD | 13.92K | 378.40K | +2617.6% |
| CEG CONSTELLATION ENERGY… | 830 | 20.45K | +2363.9% |
| MAR MARRIOTT INTL INC NEW | 1.61K | 37.90K | +2248.2% |
| CTMX CYTOMX THERAPEUTICS INC. | 11.72K | 273.21K | +2231.6% |
| AVB AVALONBAY CMNTYS INC | 934 | 19.00K | +1933.8% |
| KLAC KLA CORP | 4.00K | 80.00K | +1900.0% |
| GOOG ALPHABET INC | 190 | 3.59K | +1790.5% |
| SOLS SOLSTICE ADVANCED MATLS… | 5.40K | 100.00K | +1752.5% |
| FLR FLUOR CORP | 8.65K | 150.00K | +1634.5% |
| HYMC HYCROFT MINING HOLDING… | 6.58K | 106.52K | +1518.3% |
| JNJ JOHNSON & JOHNSON | 51 | 809 | +1486.3% |
| GLBKV LIBERTY CAP CORP | 6.74K | 100.00K | +1383.9% |
| HOOD ROBINHOOD MKTS INC | 10.00K | 140.00K | +1300.0% |
| MRK MERCK & CO INC | 3.00K | 40.00K | +1233.3% |
| RUN SUNRUN INC | 3.10K | 38.14K | +1131.0% |
| ESPR ESPERION THERAPEUTICS… | 35.86K | 400.00K | +1015.5% |
| TALK TALKSPACE INC | 100.00K | 976.14K | +876.1% |
| OGN ORGANON & CO | 13.21K | 126.84K | +860.0% |
| VRDN VIRIDIAN THERAPEUTICS… | 1.16K | 10.00K | +762.8% |
| CRWV COREWEAVE INC | 7.49K | 62.63K | +736.2% |
| AMAT APPLIED MATLS INC | 4.99K | 41.25K | +726.7% |
| NXT NEXTPOWER INC | 3.25K | 26.63K | +719.5% |
| VIK VIKING HOLDINGS LTD | 17.45K | 127.60K | +631.1% |
| BBAI BIGBEAR AI HLDGS INC | 185.17K | 1.29M | +597.1% |
| RLMD RELMADA THERAPEUTICS INC | 7.98K | 55.60K | +596.4% |
| CIEN CIENA CORP | 1.74K | 12.00K | +589.3% |
| VIAV VIAVI SOLUTIONS INC | 3.31K | 21.99K | +563.5% |
| PFE PFIZER INC | 39.99K | 260.99K | +552.7% |
| XBI SPDR SERIES TRUST | 20.70K | 131.71K | +536.3% |
| CCO CLEAR CHANNEL OUTDOOR… | 212.00K | 1.35M | +535.2% |
| SBUX STARBUCKS CORP | 16.38K | 99.50K | +507.5% |
| GLW CORNING INC | 35.07K | 208.40K | +494.2% |
| CORZZ CORE SCIENTIFIC INC NEW | 6.25K | 36.96K | +491.7% |
| SMMT SUMMIT THERAPEUTICS INC | 11.84K | 67.54K | +470.7% |
| META META PLATFORMS INC | 5.50K | 30.69K | +457.5% |
| PBR PETROLEO BRASILEIRO S A | 100.00K | 550.00K | +450.0% |
| QRVO QORVO INC | 102.32K | 552.64K | +440.1% |
| SLAB SILICON LABORATORIES INC | 489 | 2.49K | +408.8% |
| STX SEAGATE TECHNOLOGY… | 954 | 4.40K | +361.2% |
| IGV ISHARES TR | 60.00K | 238.47K | +297.4% |
| VRT VERTIV HOLDINGS CO | 5.08K | 19.83K | +290.7% |
| 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% |
| IHS IHS HOLDING LIMITED | 64.07K | 211.78K | +230.6% |
| TCOM TRIP COM GROUP LTD | 12.20M | 40.00M | +227.9% |
| SHEL SHELL PLC | 396.03K | 1.28M | +224.1% |
| XONA.DE EXXON MOBIL CORP | 3.04K | 9.54K | +213.3% |
| INTU INTUIT | 3.70K | 10.85K | +193.2% |
| ON ON SEMICONDUCTOR CORP | 12.95K | 36.95K | +185.4% |
| ECHO ECHOSTAR CORP | 250.00K | 687.23K | +174.9% |
| LBRDA LIBERTY BROADBAND CORP | 13.05K | 34.85K | +167.0% |
| AXP AMERICAN EXPRESS CO | 5.21K | 13.89K | +166.5% |
| SDRL SEADRILL LTD | 54.44K | 141.95K | +160.8% |
| PEP PEPSICO INC | 15.19K | 39.55K | +160.4% |
| MU MICRON TECHNOLOGY INC | 270 | 700 | +159.3% |
| GDX VANECK ETF TRUST | 275.00K | 712.78K | +159.2% |
| CRWD CROWDSTRIKE HLDGS INC | 52 | 133 | +155.8% |
| INSM INSMED INC | 3.30K | 8.40K | +154.5% |
| UNIT UNITI GROUP LLC | 4.00M | 10.00M | +150.0% |
| MDLN MEDLINE INC | 27.47K | 66.30K | +141.3% |
| SBET SHARPLINK INC | 86.60K | 205.00K | +136.7% |
| BHF BRIGHTHOUSE FINL INC | 3.82K | 9.00K | +135.4% |
| C CITIGROUP INC | 2.29K | 5.37K | +134.1% |
| CTVA CORTEVA INC | 22.04K | 45.96K | +108.5% |
| SYK STRYKER CORPORATION | 4.71K | 9.60K | +104.0% |
| TTD THE TRADE DESK INC | 14.33K | 29.24K | +104.0% |
| HCAC HALL CHADWICK… | 450.00K | 900.00K | +100.0% |
| CMG CHIPOTLE MEXICAN GRILL… | 115.21K | 1 | -100.0% |
| F FORD MTR CO | 91.97K | 1 | -100.0% |
| ZIM ZIM INTEGRATED SHIPPING… | 60.00K | 1 | -100.0% |
| NBIX NEUROCRINE BIOSCIENCES… | 55.54K | 1 | -100.0% |
| KDP KEURIG DR PEPPER INC | 108.26K | 2 | -100.0% |
| NTES NETEASE COM INC | 24.71K | 3 | -100.0% |
| RVMD REVOLUTION MEDICINES INC | 3.84M | 3.00K | -99.9% |
| PL PLANET LABS PBC | 668.28K | 572 | -99.9% |
| RZLV REZOLVE AI PLC | 70.40K | 120 | -99.8% |
| 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 | 125.00K | -99.7% |
| MSTR STRATEGY INC | 15.00M | 83.70K | -99.4% |
| ABVX ABIVAX SA | 50.00K | 357 | -99.3% |
| ORCL ORACLE CORP | 138.50K | 1.00K | -99.3% |
| ARRY ARRAY TECHNOLOGIES INC | 110.00K | 800 | -99.3% |
| MTZ MASTEC INC | 32.41K | 300 | -99.1% |
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