ポートフォリオ差分
Manufacturers Life Insurance Company, The
Q1 2026 ⇄ Q2 2026
+150追加済み
−140除外
200サイズ変更済み
16変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| NET CLOUDFLARE INC | 18.40K | 7.67M | +41567.0% |
| COHU COHU INC | 19.73K | 1.05M | +5235.0% |
| OCFC OCEANFIRST FINL CORP | 15.03K | 489.31K | +3156.6% |
| VGT VANGUARD WORLD FD | 16.07K | 481.71K | +2898.5% |
| BKNG BOOKING HOLDINGS INC | 22.91K | 550.32K | +2302.3% |
| HUBS HUBSPOT INC | 11.06K | 261.46K | +2263.4% |
| SO SOUTHERN CO | 1.39M | 32.26M | +2227.0% |
| PATK PATRICK INDS INC | 15.47K | 302.59K | +1856.0% |
| SPYV SPDR SERIES TRUST | 330.84K | 6.31M | +1807.9% |
| BKLN INVESCO EXCH TRADED FD… | 71.18K | 1.28M | +1695.9% |
| CHEF CHEFS WHSE INC | 17.21K | 291.46K | +1594.0% |
| ALSN ALLISON TRANSMISSION… | 19.73K | 315.09K | +1496.9% |
| FE FIRSTENERGY CORP | 1.16M | 18.26M | +1471.1% |
| JDVI JOHN HANCOCK EXCHANGE… | 1.15M | 16.77M | +1361.9% |
| EMB ISHARES TR | 29.31K | 383.48K | +1208.2% |
| AUB ATLANTIC UN BANKSHARES… | 68.37K | 753.48K | +1002.1% |
| TIGO MILLICOM INTL CELLULAR… | 2.82K | 26.49K | +840.2% |
| TOST TOAST INC | 25.41K | 231.13K | +809.4% |
| CLVT CLARIVATE PLC | 11.43K | 100.27K | +777.3% |
| RMBS RAMBUS INC DEL | 102.40K | 797.20K | +678.5% |
| MOH MOLINA HEALTHCARE INC | 22.90K | 157.92K | +589.7% |
| ROL ROLLINS INC | 160.29K | 1.09M | +580.4% |
| JBS JBS N.V. | 80.82K | 543.68K | +572.7% |
| AMTM AMENTUM HOLDINGS INC | 40.92K | 273.62K | +568.7% |
| KLAC KLA CORP | 307.34K | 2.04M | +563.4% |
| HEI HEICO CORP NEW | 4.98K | 30.39K | +510.3% |
| AJG GALLAGHER ARTHUR J & CO | 322.63K | 1.92M | +494.4% |
| DFTX DEFINIUM THERAPEUTICS… | 26.40K | 146.37K | +454.3% |
| REET ISHARES TR | 366.59K | 1.86M | +407.8% |
| IMMX IMMIX BIOPHARMA INC | 28.96K | 146.85K | +407.0% |
| BBUC BROOKFIELD BUSINESS CORP | 15.30K | 76.53K | +400.2% |
| TSCO TRACTOR SUPPLY CO | 278.59K | 1.38M | +394.0% |
| BSV VANGUARD BD INDEX FDS | 184.52K | 893.91K | +384.4% |
| CVNA CARVANA CO | 391.95K | 1.90M | +384.3% |
| EWY ISHARES INC | 64.82K | 303.41K | +368.1% |
| SPOT SPOTIFY TECHNOLOGY S A | 51.31K | 229.07K | +346.4% |
| HSAI HESAI GROUP | 277.87K | 1.24M | +346.2% |
| VLTO VERALTO CORP | 130.71K | 577.59K | +341.9% |
| PDBC INVESCO ACTVELY MNGD… | 5.46M | 23.75M | +335.0% |
| ROIV ROIVANT SCIENCES LTD | 699.14K | 2.99M | +327.4% |
| BEPC BROOKFIELD RENEWABLE… | 32.62K | 136.27K | +317.8% |
| TNK TEEKAY TANKERS LTD | 7.07K | 27.04K | +282.2% |
| IVV ISHARES TR | 61.10K | 233.32K | +281.8% |
| VO VANGUARD INDEX FDS | 215.38K | 818.84K | +280.2% |
| BR BROADRIDGE FINL… | 386.44K | 1.45M | +274.0% |
| RYAN RYAN SPECIALTY HOLDINGS… | 545.25K | 2.01M | +269.4% |
| BX BLACKSTONE INC | 393.62K | 1.45M | +268.4% |
| AXTI AXT INC | 5.85K | 21.46K | +266.8% |
| IFRA ISHARES TR | 21.14K | 76.72K | +262.9% |
| SIRI SIRIUSXM HOLDINGS INC | 60.64K | 212.39K | +250.2% |
| BEP BROOKFIELD RENEWABLE… | 602.42K | 2.01M | +233.8% |
| SHY ISHARES TR | 1.09M | 3.55M | +225.0% |
| TWST TWIST BIOSCIENCE CORP | 24.66K | 79.85K | +223.8% |
| KNTK KINETIK HOLDINGS INC | 74.29K | 239.18K | +221.9% |
| ELVN ENLIVEN THERAPEUTICS INC | 23.44K | 75.27K | +221.1% |
| DBB INVESCO DB MULTI-SECTOR… | 77.51K | 245.62K | +216.9% |
| EVMN EVOMMUNE INC | 12.81K | 38.91K | +203.7% |
| KVYO KLAVIYO INC | 90.04K | 271.50K | +201.5% |
| LLYVA LIBERTY LIVE HOLDINGS… | 3.00K | 8.88K | +195.9% |
| SNPS SYNOPSYS INC | 135.81K | 383.09K | +182.1% |
| CRBG COREBRIDGE FINL INC | 244.85K | 684.55K | +179.6% |
| ARX ACCELERANT HOLDINGS | 10.23K | 28.59K | +179.5% |
| AME AMETEK INC | 146.35K | 402.70K | +175.2% |
| PAY PAYMENTUS HOLDINGS INC | 9.94K | 25.89K | +160.4% |
| ROKU ROKU INC | 32.31K | 83.93K | +159.8% |
| PRGO PERRIGO CO PLC | 21.15K | 54.42K | +157.3% |
| SOLS SOLSTICE ADVANCED MATLS… | 107.25K | 274.17K | +155.6% |
| UAA UNDER ARMOUR INC | 24.45K | 62.32K | +154.9% |
| STM STMICROELECTRONICS N V | 553.74K | 1.40M | +153.4% |
| CVBF CVB FINL CORP | 529.05K | 1.33M | +150.9% |
| ACHC ACADIA HEALTHCARE… | 17.91K | 44.84K | +150.4% |
| NWL NEWELL BRANDS INC | 86.18K | 210.88K | +144.7% |
| TDC TERADATA CORP DEL | 18.99K | 46.33K | +144.0% |
| TLT ISHARES TR | 542.35K | 1.31M | +141.9% |
| HIW HIGHWOODS PPTYS INC | 22.74K | 54.66K | +140.4% |
| SRPT SAREPTA THERAPEUTICS INC | 21.45K | 51.56K | +140.3% |
| DXC DXC TECHNOLOGY CO | 34.44K | 81.73K | +137.3% |
| MAN MANPOWERGROUP INC WIS | 8.10K | 19.15K | +136.3% |
| KMPR KEMPER CORP | 12.92K | 30.27K | +134.4% |
| OPEN OPENDOOR TECHNOLOGIES… | 225.05K | 525.77K | +133.6% |
| PENN PENN ENTERTAINMENT INC | 28.82K | 67.26K | +133.4% |
| WEN WENDYS CO | 37.78K | 86.90K | +130.0% |
| NCNO NCINO INC | 23.97K | 55.11K | +129.9% |
| SN SHARKNINJA INC | 187.49K | 430.24K | +129.5% |
| HUN HUNTSMAN CORP | 37.90K | 86.39K | +127.9% |
| ATAI ATAIBECKLEY INC | 64.10K | 145.80K | +127.5% |
| FSUN FIRSTSUN CAP BANCORP | 6.51K | 14.77K | +126.9% |
| AVPT AVEPOINT INC | 154.04K | 348.99K | +126.6% |
| HSY HERSHEY CO | 86.92K | 196.34K | +125.9% |
| CPRT COPART INC | 1.23M | 2.76M | +123.5% |
| DV DOUBLEVERIFY HLDGS INC | 30.59K | 68.03K | +122.4% |
| ESTA ESTABLISHMENT LABS… | 5.60K | 12.43K | +121.9% |
| VRDN VIRIDIAN THERAPEUTICS… | 81.42K | 180.35K | +121.5% |
| CERT CERTARA INC | 23.29K | 51.57K | +121.4% |
| ONDS ONDAS INC | 129.48K | 286.34K | +121.1% |
| FMC FMC CORP | 25.94K | 57.19K | +120.4% |
| RPRX ROYALTY PHARMA PLC | 309.74K | 678.77K | +119.1% |
| ADSK AUTODESK INC | 204.90K | 444.42K | +116.9% |
| TFSL TFS FINL CORP | 14.24K | 30.76K | +115.9% |
| CNA CNA FINL CORP | 13.43K | 28.97K | +115.7% |
| QRVO QORVO INC | 4.42K | 9.52K | +115.5% |
| STUB STUBHUB HLDGS INC | 61.33K | 131.63K | +114.6% |
| GTM ZOOMINFO TECHNOLOGIES… | 58.35K | 125.07K | +114.3% |
| LBRDA LIBERTY BROADBAND CORP | 5.48K | 11.72K | +113.8% |
| SAIL SAILPOINT INC | 105.50K | 224.45K | +112.8% |
| DJT TRUMP MEDIA &… | 35.49K | 73.68K | +107.6% |
| SYM SYMBOTIC INC | 10.66K | 22.11K | +107.4% |
| TDG TRANSDIGM GROUP INC | 190.15K | 392.45K | +106.4% |
| HTFL HEARTFLOW INC | 19.23K | 38.92K | +102.4% |
| VMC VULCAN MATLS CO | 755.68K | 1.53M | +102.4% |
| TTAN SERVICETITAN INC | 17.45K | 35.11K | +101.2% |
| DVN DEVON ENERGY CORP NEW | 326.76K | 654.56K | +100.3% |
| SMTC SEMTECH CORP | 7.40M | 70.58K | -99.0% |
| BRBR BELLRING BRANDS INC | 2.84M | 55.32K | -98.1% |
| STX SEAGATE TECHNOLOGY… | 5.97M | 126.36K | -97.9% |
| VTR VENTAS INC | 12.35M | 289.67K | -97.7% |
| IBN ICICI BANK LIMITED | 238.90K | 7.22K | -97.0% |
| GFS GLOBALFOUNDRIES INC | 9.23K | 18.11K | +96.2% |
| RDW REDWIRE CORPORATION | 54.47K | 106.58K | +95.6% |
| AEIS ADVANCED ENERGY INDS | 227.89K | 445.63K | +95.5% |
選択した2四半期間の株数の生データ比較（報告値のまま。期間が離れた四半期間の株式分割は、ここでは調整していません。マネジャーページの四半期変化タブは分割調整済みです。）。ティッカーがマッピングされた普通株ポジションのみが対象です。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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