投资组合差异对比
Man Group plc
Q1 2026 ⇄ Q2 2026
+150已添加
−150清仓
200已调整规模
26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 |
|---|---|---|---|
| NU NU HLDGS LTD | 1 | 1.12M | +111829700.0% |
| TVTX TRAVERE THERAPEUTICS INC | 111 | 1.85M | +1666566.7% |
| COTY COTY INC | 9 | 111.90K | +1243233.3% |
| VST VISTRA CORP | 38 | 383.49K | +1009084.2% |
| KO COCA COLA CO | 115 | 667.82K | +580612.2% |
| BMY BRISTOL-MYERS SQUIBB CO | 1.07K | 4.65M | +434224.7% |
| WK WORKIVA INC | 51 | 194.75K | +381756.9% |
| CSGP COSTAR GROUP INC | 132 | 453.60K | +343536.4% |
| EVTC EVERTEC INC | 16 | 50.06K | +312750.0% |
| WLY WILEY JOHN & SONS INC | 65 | 151.98K | +233712.3% |
| FRPT FRESHPET INC | 75 | 141.95K | +189170.7% |
| SITM SITIME CORP | 825 | 1.25M | +151415.2% |
| AME AMETEK INC | 1.14K | 1.46M | +127941.5% |
| MCK MCKESSON CORP | 146 | 142.38K | +97421.9% |
| MCRI MONARCH CASINO & RESORT… | 47 | 44.57K | +94738.3% |
| CIEN CIENA CORP | 344 | 305.43K | +88688.1% |
| ADPT ADAPTIVE… | 104 | 91.80K | +88173.1% |
| LMAT LEMAITRE VASCULAR INC | 36 | 29.39K | +81536.1% |
| KLAC KLA CORP | 1.24K | 887.38K | +71578.5% |
| OXY OCCIDENTAL PETE CORP | 183 | 112.48K | +61367.2% |
| LRCX LAM RESEARCH CORP | 1.30K | 758.89K | +58275.9% |
| OMF ONEMAIN HLDGS INC | 258 | 142.00K | +54939.1% |
| GILD GILEAD SCIENCES INC | 2.35K | 1.19M | +50520.2% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 112 | 56.19K | +50067.0% |
| THRM GENTHERM INC | 309 | 146.47K | +47299.7% |
| ARQT ARCUTIS BIOTHERAPEUTICS… | 100 | 44.30K | +44204.0% |
| LITE LUMENTUM HLDGS INC | 58 | 25.08K | +43143.1% |
| HUN HUNTSMAN CORP | 2.62K | 1.08M | +41191.1% |
| EXPO EXPONENT INC | 446 | 158.98K | +35545.7% |
| INCY INCYTE CORP | 2.50K | 890.63K | +35539.6% |
| JPM JPMORGAN CHASE & CO | 2.90K | 1.00M | +34507.3% |
| LUMN LUMEN TECHNOLOGIES INC | 2.35K | 787.85K | +33425.7% |
| BURL BURLINGTON STORES INC | 46 | 14.55K | +31537.0% |
| AZN ASTRAZENECA PLC | 2.14K | 634.32K | +29596.7% |
| HUT HUT 8 CORP | 222 | 65.43K | +29372.1% |
| NTRA NATERA INC | 162 | 47.73K | +29366.0% |
| ACHR ARCHER AVIATION INC | 1.87K | 541.53K | +28890.0% |
| OSCR OSCAR HEALTH INC | 288 | 65.82K | +22753.8% |
| CHCO CITY HLDG CO | 127 | 26.31K | +20618.1% |
| FULT FULTON FINL CORP PA | 504 | 93.83K | +18516.7% |
| ST SENSATA TECHNOLOGIES… | 180 | 33.18K | +18332.2% |
| AIG AMERICAN INTL GROUP INC | 18.71K | 3.36M | +17840.3% |
| NJR NEW JERSEY RES CORP | 205 | 33.67K | +16322.4% |
| MOH MOLINA HEALTHCARE INC | 126 | 19.55K | +15416.7% |
| AMZN AMAZON COM INC | 28.68K | 4.12M | +14277.0% |
| LKFN LAKELAND FINL CORP | 383 | 53.67K | +13913.3% |
| JNJ JOHNSON & JOHNSON | 48 | 6.33K | +13085.4% |
| ETN EATON CORP PLC | 2.04K | 254.06K | +12342.0% |
| DFIN DONNELLEY FINL… | 446 | 48.55K | +10786.3% |
| FANG DIAMONDBACK ENERGY INC | 971 | 100.59K | +10259.9% |
| AAPL APPLE INC | 64.69K | 6.53M | +10000.0% |
| ROG ROGERS CORP | 481 | 46.58K | +9583.6% |
| W WAYFAIR INC | 1.20K | 113.09K | +9324.2% |
| EPAM EPAM SYS INC | 215 | 19.77K | +9095.8% |
| AQN ALGONQUIN POWER &… | 39.80K | 3.53M | +8771.0% |
| EL LAUDER ESTEE COS INC | 5.30K | 450.28K | +8395.9% |
| LC HAPPEN INC | 1.33K | 109.49K | +8107.7% |
| LNT ALLIANT ENERGY CORP | 11.00K | 859.00K | +7707.0% |
| HEI HEICO CORP NEW | 1.98K | 151.58K | +7571.2% |
| UTHR UNITED THERAPEUTICS… | 1.78K | 134.35K | +7464.9% |
| CL COLGATE PALMOLIVE CO | 11.68K | 877.03K | +7408.8% |
| SCHW SCHWAB CHARLES CORP | 26.28K | 1.97M | +7403.6% |
| CORT CORCEPT THERAPEUTICS INC | 964 | 71.49K | +7316.1% |
| TSLA TESLA INC | 8.90K | 645.63K | +7154.3% |
| UHS UNIVERSAL HLTH SVCS INC | 832 | 56.89K | +6738.0% |
| META META PLATFORMS INC | 12.27K | 794.47K | +6373.8% |
| CRWV COREWEAVE INC | 5.24K | 311.90K | +5851.1% |
| MRVL MARVELL TECHNOLOGY INC | 5.80K | 334.86K | +5674.5% |
| GDDY GODADDY INC | 9.26K | 531.65K | +5644.5% |
| HUBB HUBBELL INC | 6.56K | 343.46K | +5138.9% |
| FCNCA FIRST CTZNS BANCSHARES… | 32 | 1.65K | +5065.6% |
| MBLY MOBILEYE GLOBAL INC | 9.20K | 472.28K | +5035.7% |
| DSGX DESCARTES SYS GROUP INC | 1.83K | 93.06K | +4977.1% |
| MGM MGM RESORTS… | 6.20K | 314.08K | +4966.6% |
| FIVN FIVE9 INC | 96.15K | 4.68M | +4764.4% |
| LYB LYONDELLBASELL… | 64.46K | 3.04M | +4620.0% |
| AMP AMERIPRISE FINL INC | 10.46K | 479.75K | +4486.1% |
| LLY ELI LILLY & CO | 500 | 22.64K | +4427.0% |
| TALO TALOS ENERGY INC | 19.18K | 861.89K | +4394.8% |
| AEO AMERICAN EAGLE… | 2.74K | 119.18K | +4243.2% |
| FSS FEDERAL SIGNAL CORP | 64 | 2.69K | +4106.2% |
| IDXX IDEXX LABS INC | 65 | 2.73K | +4098.5% |
| QS QUANTUMSCAPE CORP | 21.32K | 811.09K | +3704.4% |
| ORCL ORACLE CORP | 1.50K | 54.62K | +3541.5% |
| CARR CARRIER GLOBAL… | 2.24K | 81.29K | +3524.1% |
| TECH BIO-TECHNE CORP | 6.54K | 236.02K | +3508.9% |
| GRMN GARMIN LTD | 12.68K | 447.01K | +3426.5% |
| ECHO ECHOSTAR CORP | 9.88K | 344.76K | +3389.8% |
| TEL TE CONNECTIVITY PLC | 54.32K | 1.86M | +3332.8% |
| EXR EXTRA SPACE STORAGE INC | 2.24K | 76.43K | +3318.0% |
| UAL UNITED AIRLS HLDGS INC | 4.30K | 141.41K | +3188.7% |
| RKT ROCKET COS INC | 990 | 31.84K | +3116.5% |
| MDLZ MONDELEZ INTL INC | 2.42K | 77.73K | +3116.2% |
| WSM WILLIAMS SONOMA INC | 1.04K | 32.14K | +2981.6% |
| DIS DISNEY WALT CO | 1.00K | 30.18K | +2918.4% |
| KIM KIMCO REALTY CORP | 15.94K | 474.33K | +2875.2% |
| CDNS CADENCE DESIGN SYSTEM… | 15.92K | 470.19K | +2853.4% |
| TTMI TTM TECHNOLOGIES INC | 164 | 4.67K | +2745.1% |
| LPLA LPL FINL HLDGS INC | 296 | 8.10K | +2637.2% |
| V VISA INC | 1.25K | 33.63K | +2592.2% |
| TSCO TRACTOR SUPPLY CO | 40.74K | 1.09M | +2568.9% |
| ERO ERO COPPER CORP | 2.90K | 75.52K | +2504.9% |
| ITRI ITRON INC | 820.00K | 19.23M | +2244.6% |
| REXR REXFORD INDL RLTY INC | 9.80K | 211.14K | +2055.4% |
| PPG PPG INDS INC | 1.07K | 22.69K | +2014.7% |
| MMSI MERIT MED SYS INC | 8.20K | 171.95K | +1997.5% |
| BCO BRINKS CO | 4.49K | 94.13K | +1995.0% |
| PBF PBF ENERGY INC | 24.22K | 477.70K | +1872.6% |
| MKL MARKEL GROUP INC | 87 | 1.70K | +1849.4% |
| CNR CORE NATURAL RESOURCES… | 792 | 14.83K | +1772.0% |
| ALRM ALARM COM HLDGS INC | 625.00K | 11.67M | +1767.7% |
| RIG TRANSOCEAN LTD | 186.37K | 3.45M | +1750.0% |
| NUVL NUVALENT INC | 2.99K | 55.27K | +1748.0% |
| SYM SYMBOTIC INC | 7.35K | 131.18K | +1685.0% |
| RVMD REVOLUTION MEDICINES INC | 9.77K | 173.44K | +1675.9% |
| CHRD CHORD ENERGY CORPORATION | 2.20K | 38.59K | +1652.4% |
| JEF JEFFERIES FINANCIAL… | 26.95K | 472.05K | +1651.6% |
| PANW PALO ALTO NETWORKS INC | 6.37K | 110.61K | +1637.0% |
| ECL ECOLAB INC | 27.35K | 472.49K | +1627.6% |
| CRGY CRESCENT ENERGY COMPANY | 11.04K | 190.57K | +1626.1% |
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）。
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