Diff de portefeuille

Mariner, LLC

Q1 2026 ⇄ Q2 2026

+150Ajouté

−150Supprimé

200Redimensionné

74Inchangé

Ajouté (Q2 2026)

Titre	Valeur	Actions
HONA HONEYWELL AEROSPACE…	$48.10M	217.57K
IWLG NEW YORK LIFE INVTS…	$17.90M	316.24K
SPCX SPACE EXPLORATION…	$13.39M	78.40K
POOL POOL CORP	$12.83M	59.72K
FDXF FEDEX FGHT HLDG CO INC	$12.81M	84.82K
CBRS CEREBRAS SYSTEMS INC	$11.54M	52.23K
U UNITY SOFTWARE INC	$11.36M	397.58K
RVMD REVOLUTION MEDICINES…	$8.20M	43.79K
CAG CONAGRA BRANDS INC	$7.96M	591.21K
LEND SEI EXCHANGE TRADED…	$7.17M	284.73K
DUOL DUOLINGO INC	$6.77M	58.81K
IALT BLACKROCK ETF TRUST	$6.06M	216.12K
XYZ BLOCK INC	$4.98M	65.45K
WH WYNDHAM HOTELS &…	$4.11M	48.77K
LONZ PIMCO ETF TR	$3.59M	72.77K
PENN PENN ENTERTAINMENT INC	$3.55M	166.28K
ASB ASSOCIATED BANC-CORP	$3.52M	114.31K
MTSI MACOM TECH SOLUTIONS…	$3.46M	9.10K
WLK WESTLAKE CORPORATION	$3.45M	47.32K
BBNX BETA BIONICS INC	$3.45M	220.36K
STLD STEEL DYNAMICS INC	$3.38M	14.72K
TRI THOMSON REUTERS CORP	$3.08M	37.74K
AFIF HORIZON FDS	$3.06M	325.16K
AVTR AVANTOR INC	$2.97M	299.98K
COLD AMERICOLD REALTY…	$2.75M	174.75K
COHU COHU INC	$2.73M	36.91K
MRNA MODERNA INC	$2.67M	38.13K
SBAC SBA COMMUNICATIONS…	$2.64M	14.97K
OLN OLIN CORP	$2.48M	125.26K
AAON AAON INC	$2.46M	19.41K
BAX BAXTER INTL INC	$2.43M	114.05K
DRAM ROUNDHILL ETF TRUST	$2.43M	32.92K
VECO VEECO INSTRS INC DEL	$2.33M	30.79K
BMI BADGER METER INC	$2.30M	15.52K
MSM MSC INDL DIRECT INC	$2.00M	16.79K
TXNM TXNM ENERGY INC	$2.00M	35.16K
MMSI MERIT MED SYS INC	$1.98M	28.54K
NSP INSPERITY INC	$1.91M	46.27K
TKO TKO GROUP HOLDINGS INC	$1.85M	9.20K
HPP HUDSON PACIFIC…	$1.84M	121.02K
IBTQ ISHARES TR	$1.82M	72.52K
HELE HELEN OF TROY LTD	$1.70M	58.31K
KRG KITE REALTY GROUP…	$1.67M	58.85K
BXP BXP INC	$1.61M	24.25K
CMP COMPASS MINERALS INTL…	$1.57M	50.52K
GEN GEN DIGITAL INC	$1.53M	61.49K
TDC TERADATA CORP DEL	$1.49M	43.01K
MUST COLUMBIA ETF TR I	$1.49M	71.61K
SGVT SCHWAB STRATEGIC TR	$1.48M	14.73K
VOYA VOYA FINANCIAL INC	$1.48M	16.39K
HOG HARLEY DAVIDSON INC	$1.45M	59.12K
UDR UDR INC	$1.44M	36.08K
OSCR OSCAR HEALTH INC	$1.42M	49.68K
IBTP ISHARES TR	$1.40M	55.15K
RHP RYMAN HOSPITALITY…	$1.38M	10.71K
CLOI VANECK ETF TRUST	$1.38M	25.99K
INSP INSPIRE MED SYS INC	$1.35M	30.19K
PLNT PLANET FITNESS MASTER…	$1.34M	25.75K
DEI DOUGLAS EMMETT INC	$1.33M	112.73K
WSM WILLIAMS SONOMA INC	$1.33M	5.70K
AIPO TIDAL TRUST II	$1.29M	38.59K
BRO BROWN & BROWN INC	$1.29M	20.03K
ACLS AXCELIS TECHNOLOGIES…	$1.28M	6.77K
GRPN GROUPON INC	$1.28M	53.37K
CBZ CBIZ INC	$1.28M	39.88K
CE CELANESE CORP DEL	$1.26M	27.37K
REPL REPLIMUNE GROUP INC	$1.22M	110.28K
XTN SPDR SERIES TRUST	$1.17M	10.13K
DKS DICKS SPORTING GOODS…	$1.16M	5.10K
KEEL KEEL INFRASTRUCTURE…	$1.12M	195.50K
SPRE TIDAL TRUST I	$1.11M	52.53K
ACII INNOVATOR ETFS TRUST	$1.11M	43.51K
CBRL CRACKER BARREL OLD…	$1.11M	20.76K
BCRX BIOCRYST…	$1.10M	110.48K
LGIH LGI HOMES INC	$1.09M	17.13K
AGIO AGIOS PHARMACEUTICALS…	$1.08M	29.14K
PMBS PIMCO ETF TR	$1.08M	21.90K
CBNA CHAIN BRIDGE BANCORP…	$1.02M	24.20K
PRMB PRIMO BRANDS…	$1.02M	41.53K
HLNE HAMILTON LANE INC	$993,243	12.61K
AAUC ALLIED GOLD CORP	$982,518	41.32K
PRI PRIMERICA INC	$956,139	3.36K
ORKA ORUKA THERAPEUTICS INC	$953,540	10.02K
NASA TEMA ETF TRUST	$920,451	30.30K
CPB THE CAMPBELLS COMPANY	$917,446	41.19K
PVAL PUTNAM ETF TRUST	$915,764	17.97K
CIFR CIPHER DIGITAL INC	$914,085	37.31K
CORO BLACKROCK ETF TRUST	$882,646	24.12K
GO GROCERY OUTLET HLDG…	$876,969	87.89K
CEVA CEVA INC	$867,621	18.39K
GSL GLOBAL SHIP LEASE INC	$823,257	21.89K
XRAY DENTSPLY SIRONA INC	$813,081	76.58K
TSHA TAYSHA GENE THERAPIES…	$793,923	116.58K
NI NISOURCE INC	$791,490	16.65K
BBIO BRIDGEBIO PHARMA INC	$790,047	10.61K
LKFN LAKELAND FINL CORP	$789,753	12.80K
REPX RILEY EXPLORATION…	$768,640	23.32K
SHOC EA SERIES TRUST	$763,611	6.26K
LCNB LCNB CORP	$750,359	42.66K
PAG PENSKE AUTOMOTIVE GRP…	$742,516	4.15K
HWBK HAWTHORN BANCSHARES…	$734,044	18.68K
CPRX CATALYST…	$721,920	22.97K
BIRK BIRKENSTOCK HOLDING…	$719,769	16.73K
EXTR EXTREME NETWORKS INC	$718,214	22.19K
CGIC CAPITAL GROUP…	$697,487	19.17K
NEXT NEXTDECADE CORP	$689,954	91.56K
MLPI NEOS ETF TRUST	$687,609	12.50K
ACEI INNOVATOR ETFS TRUST	$679,769	29.37K
OI O-I GLASS INC	$675,190	70.11K
OFG OFG BANCORP	$673,978	13.73K
SXC SUNCOKE ENERGY INC	$667,936	82.97K
MSEX MIDDLESEX WTR CO	$658,965	11.73K
IDT IDT CORP	$656,620	11.29K
PLTU DIREXION SHARES ETF…	$646,380	25.65K
BETA BETA TECHNOLOGIES INC	$637,546	38.06K
CYRX CRYOPORT INC	$604,224	38.49K
TRLV TRULIEVE CANNABIS CORP	$597,379	60.77K
NVAX NOVAVAX INC	$596,910	63.37K
URBN URBAN OUTFITTERS INC	$591,793	8.35K
BLTE BELITE BIO INC	$590,533	3.83K
GSHD GOOSEHEAD INS INC	$582,464	12.01K
AKTS AKTIS ONCOLOGY INC	$572,697	17.77K
RFV INVESCO EXCHANGE…	$570,780	3.99K
ATKR ATKORE INC	$566,545	7.45K
NN NEXTNAV INC	$559,149	31.36K
WEN WENDYS CO	$558,804	67.41K
UPBD UPBOUND GROUP INC	$552,676	26.05K
NSIT INSIGHT ENTERPRISES…	$547,944	4.50K
AMSF AMERISAFE INC	$547,098	16.17K
FBP FIRST BANCORP…	$541,671	20.78K
TXG 10X GENOMICS INC	$537,306	14.03K
MMYT MAKEMYTRIP LIMITED…	$533,630	10.01K
TNXP TONIX PHARMACEUTICALS…	$532,983	41.77K
PRGO PERRIGO CO PLC	$527,837	50.86K
TILT FLEXSHARES TR	$527,382	1.91K
CBU COMMUNITY FINANCIAL…	$520,501	7.75K
MTRN MATERION CORP	$518,715	1.75K
OVL LISTED FDS TR	$506,999	8.96K
NGVC NATURAL GROCERS BY…	$499,831	16.11K
CVI CVR ENERGY INC	$497,238	18.05K
QDEL QUIDELORTHO CORP	$489,602	27.96K
CRAI CRA INTL INC	$485,722	3.41K
CNOB CONNECTONE BANCORP INC	$460,675	13.78K
PZA INVESCO EXCH TRADED…	$459,199	19.52K
IMOS CHIPMOS TECHNOLOGIES…	$459,066	7.14K
CNMD CONMED CORP	$454,757	13.89K
IBHF ISHARES TR	$449,598	19.85K
IIPR INNOVATIVE INDL PPTYS…	$444,900	7.18K
SHAK SHAKE SHACK INC	$443,230	7.91K
SKOR FLEXSHARES TR	$442,394	9.11K

Supprimé (était détenu dans Q1 2026)

Titre	Valeur antérieure	Actions à l'époque
FFLC FIDELITY COVINGTON…	$52.67M	1.03M
TERN TERNS PHARMACEUTICALS…	$29.38M	557.36K
TMB THORNBURG ETF TR	$28.26M	1.11M
CTSH COGNIZANT TECHNOLOGY…	$21.13M	344.38K
HELO J P MORGAN EXCHANGE…	$21.05M	329.30K
QDPL PACER FDS TR	$17.48M	435.49K
XLSR SSGA ACTIVE TR	$16.00M	277.05K
MASI MASIMO CORP	$10.90M	61.27K
LSGR NATIXIS ETF TRUST II	$10.16M	257.99K
HCRB HARTFORD FDS EXCHANGE…	$9.25M	264.03K
KRMN KARMAN HLDGS INC	$8.96M	111.95K
WEX WEX INC	$8.36M	54.63K
GMUB GOLDMAN SACHS ETF TR	$8.32M	163.32K
FFLG FIDELITY COVINGTON…	$7.97M	286.74K
FTCB FIRST TR…	$7.89M	376.44K
DD DUPONT DE NEMOURS INC	$7.63M	166.70K
AVIG AMERICAN CENTY ETF TR	$7.57M	182.23K
KDP KEURIG DR PEPPER INC	$7.46M	283.28K
TACK CAPITOL SER TR	$7.33M	241.17K
MFSI MFS ACTIVE EXCHANGE…	$7.16M	241.06K
MMTM SPDR SERIES TRUST	$6.96M	24.84K
COWG PACER FDS TR	$6.32M	187.23K
CTRA COTERRA ENERGY INC	$6.31M	179.53K
FLMI FRANKLIN TEMPLETON…	$6.08M	245.17K
GWRE GUIDEWIRE SOFTWARE INC	$6.00M	40.10K
MTZ MASTEC INC	$5.97M	18.54K
JSMD JANUS DETROIT STR TR	$5.58M	70.27K
GMED GLOBUS MED INC	$5.42M	62.93K
CALF PACER FDS TR	$4.93M	109.90K
AL AIR LEASE CORP	$4.90M	75.50K
JPEF J P MORGAN EXCHANGE…	$4.86M	67.66K
CACI CACI INTL INC	$4.86M	8.93K
TRU TRANSUNION	$4.76M	68.80K
LDSF FIRST TR EXCHNG…	$4.57M	241.80K
FLIA FRANKLIN TEMPLETON…	$4.34M	214.41K
AGIX KRANESHARES TRUST	$4.26M	129.87K
FLDR FIDELITY MERRIMACK…	$4.25M	84.99K
IFF INTERNATIONAL…	$4.02M	55.45K
TAFI AB ACTIVE ETFS INC	$3.92M	155.63K
TYL TYLER TECHNOLOGIES INC	$3.92M	11.44K
OLLI OLLIES BARGAIN OUTLET…	$3.82M	41.54K
PALC PACER FDS TR	$3.82M	73.71K
FTLS FIRST TR EXCH TRADED…	$3.80M	53.96K
APG API GROUP CORP	$3.77M	93.08K
FLS FLOWSERVE CORP	$3.69M	50.26K
SOFI SOFI TECHNOLOGIES INC	$3.61M	227.25K
INSM INSMED INC	$3.61M	22.07K
PFM INVESCO EXCHANGE…	$3.58M	70.00K
USMF WISDOMTREE TR	$3.57M	72.36K
TPX SOMNIGROUP…	$3.40M	46.00K
CGNX COGNEX CORP	$3.34M	68.14K
CGSD CAPITAL GRP FIXED…	$3.30M	128.08K
PICB INVESCO EXCH TRADED…	$3.23M	139.97K
HYDB ISHARES TR	$3.16M	67.98K
GSEW GOLDMAN SACHS ETF TR	$3.13M	36.94K
FR FIRST INDL RLTY TR INC	$3.12M	53.91K
WST WEST PHARMACEUTICAL…	$3.12M	12.43K
XAGG MORGAN STANLEY ETF…	$3.07M	61.91K
WPC WP CAREY INC	$2.96M	43.62K
EPAM EPAM SYS INC	$2.84M	20.99K
IONQ IONQ INC	$2.72M	94.47K
VTRS VIATRIS INC	$2.70M	199.76K
DBMF LITMAN GREGORY FDS TR	$2.68M	88.94K
CNM CORE & MAIN INC	$2.50M	50.70K
AFRM AFFIRM HLDGS INC	$2.45M	53.39K
ALSN ALLISON TRANSMISSION…	$2.31M	19.74K
PSCI INVESCO EXCH TRADED…	$2.23M	14.45K
AVSF AMERICAN CENTY ETF TR	$2.18M	46.63K
FOXA FOX CORP	$2.18M	37.36K
ESAB ESAB CORPORATION	$2.11M	21.80K
WTW WILLIS TOWERS WATSON…	$2.10M	7.23K
MEAR ISHARES U S ETF TR	$2.04M	40.53K
SON SONOCO PRODS CO	$2.04M	37.63K
IBDX ISHARES TR	$1.98M	78.36K
QGRO AMERICAN CENTY ETF TR	$1.93M	18.39K
TTD THE TRADE DESK INC	$1.91M	84.19K
AU ANGLOGOLD ASHANTI PLC	$1.90M	19.53K
MTDR MATADOR RES CO	$1.90M	30.01K
WMS ADVANCED DRAIN SYS…	$1.84M	13.44K
CTA SIMPLIFY EXCHANGE…	$1.80M	59.66K
HFGO HARTFORD FDS EXCHANGE…	$1.77M	72.35K
AGCO AGCO CORP	$1.76M	15.22K
SPXC SPX TECHNOLOGIES INC	$1.76M	8.80K
KTOS KRATOS DEFENSE & SEC…	$1.75M	24.84K
BSJR INVESCO EXCH TRD SLF…	$1.74M	77.71K
FLXS FLEXSTEEL INDS INC	$1.72M	38.30K
IDXX IDEXX LABS INC	$1.69M	3.02K
NXT NEXTPOWER INC	$1.67M	13.83K
PHM PULTE GROUP INC	$1.65M	14.00K
TXUE THORNBURG ETF TR	$1.63M	50.60K
CVGW CALAVO GROWERS INC	$1.62M	62.95K
QSR RESTAURANT BRANDS…	$1.54M	20.81K
TAXF AMERICAN CENTY ETF TR	$1.54M	30.70K
SWKS SKYWORKS SOLUTIONS INC	$1.52M	28.36K
FCN FTI CONSULTING INC	$1.51M	8.55K
HUBB HUBBELL INC	$1.49M	3.04K
ALLE ALLEGION PLC	$1.47M	10.14K
PNW PINNACLE WEST CAP CORP	$1.47M	14.62K
CPAI NORTHERN LTS FD TR III	$1.46M	34.82K
AFMC FIRST TR EXCHNG…	$1.43M	40.24K
IYZ ISHARES TR	$1.42M	36.09K
GRNB VANECK ETF TRUST	$1.40M	58.42K
WINN HARBOR ETF TRUST	$1.40M	50.34K
ICLO INVESCO ACTIVELY…	$1.39M	54.62K
WTM WHITE MTNS INS GROUP…	$1.33M	607
FTMS PUTNAM ETF TRUST	$1.32M	133.46K
ASTS AST SPACEMOBILE INC	$1.31M	15.87K
BSJS INVESCO EXCH TRD SLF…	$1.29M	59.67K
FIBR ISHARES TR	$1.29M	14.45K
HSRT HARTFORD FDS EXCHANGE…	$1.28M	33.15K
IAK ISHARES TR	$1.28M	9.99K
FDIG FIDELITY COVINGTON…	$1.27M	38.82K
QLYS QUALYS INC	$1.27M	14.46K
XMVM INVESCO EXCHANGE…	$1.27M	19.50K
JMBS JANUS DETROIT STR TR	$1.23M	27.30K
KTB KONTOOR BRANDS INC	$1.23M	17.53K
PMAR INNOVATOR ETFS TRUST	$1.21M	27.11K
TEX TEREX CORP NEW	$1.21M	20.47K
CG CARLYLE GROUP INC	$1.21M	24.93K
NUBD NUSHARES ETF TR	$1.17M	52.83K
WTS WATTS WATER…	$1.17M	4.02K
BUZZ VANECK ETF TRUST	$1.15M	39.98K
FTHI FIRST TR EXCHANGE…	$1.15M	50.03K
ESE ESCO TECHNOLOGIES INC	$1.14M	4.05K
FXF INVESCO…	$1.13M	10.26K
DAWN DAY ONE…	$1.12M	52.34K
CHY CALAMOS CONV & HIGH…	$1.11M	101.65K
FSLY FASTLY INC	$1.10M	37.92K
JOBY JOBY AVIATION INC	$1.08M	131.15K
PKG PACKAGING CORP AMER	$1.08M	5.09K
PIPR PIPER SANDLER…	$1.06M	13.82K
SAIL SAILPOINT INC	$1.03M	77.87K
SUSC ISHARES TR	$1.03M	44.42K
AAL AMERICAN AIRLINES…	$1.03M	95.60K
FSIG FIRST TR…	$1.01M	53.42K
DOCS DOXIMITY INC	$1.01M	43.36K
CRL CHARLES RIV LABS INTL…	$996,360	5.78K
PTLC PACER FDS TR	$990,760	18.89K
CRBG COREBRIDGE FINL INC	$982,738	41.22K
PSH PGIM ETF TR	$949,080	19.14K
PFEB INNOVATOR ETFS TRUST	$944,836	23.56K
BLSH BULLISH	$930,858	26.06K
ECOW PACER FDS TR	$929,850	34.87K
IEZ ISHARES TR	$929,150	32.09K
HSIC SCHEIN HENRY INC	$922,892	12.52K
OIH VANECK ETF TRUST	$914,136	2.26K
SEIC SEI INVTS CO	$910,386	11.60K
OSEA HARBOR ETF TRUST	$902,540	31.18K
TCAL T ROWE PRICE ETF INC	$895,595	40.07K
RF REGIONS FINANCIAL…	$892,002	34.22K

Positions redimensionnées

Titre	Q1 2026 actions	Q2 2026 actions	Variation
TRGP TARGA RES CORP	1.30K	35.58K	+2639.3%
LILA LIBERTY LATIN AMERICA…	13.99K	254.04K	+1715.9%
BKNG BOOKING HOLDINGS INC	28.09K	481.98K	+1615.9%
AES AES CORP	24.90K	418.34K	+1580.0%
JAZZ JAZZ PHARMACEUTICALS PLC	40.02K	608.62K	+1420.9%
CORT CORCEPT THERAPEUTICS INC	6.01K	89.84K	+1395.8%
WEST WESTROCK COFFEE CO	14.00K	194.19K	+1287.2%
SMPL SIMPLY GOOD FOODS CO	18.61K	247.76K	+1231.2%
CHTR CHARTER COMMUNICATIONS…	5.12K	67.49K	+1218.9%
OSBC OLD SECOND BANCORP INC…	18.07K	225.30K	+1147.0%
WHR WHIRLPOOL CORP	6.60K	78.84K	+1095.0%
BUR BURFORD CAPITAL LIMITED	42.94K	497.56K	+1058.7%
CSPF COHEN & STEERS ETF TRUST	21.80K	252.09K	+1056.1%
DTE DTE ENERGY CO	9.29K	103.42K	+1013.8%
KLAC KLA CORP	124.77K	1.25M	+905.8%
MVIS MICROVISION INC DEL	12.68K	124.34K	+880.4%
THRY THRYV HLDGS INC	13.26K	122.14K	+821.4%
TDUP THREDUP INC	26.53K	244.11K	+820.1%
ZBH ZIMMER BIOMET HOLDINGS…	3.92K	35.65K	+808.5%
IEUR ISHARES TR	143.18K	1.30M	+807.8%
IP INTERNATIONAL PAPER CO	35.09K	311.19K	+786.9%
VRCA VERRICA PHARMACEUTICALS…	24.54K	207.23K	+744.3%
PRSD SSGA ACTIVE TR	23.67K	197.97K	+736.4%
RLI RLI CORP	7.84K	64.52K	+722.9%
TAP MOLSON COORS BEVERAGE CO	33.70K	275.17K	+716.5%
BEN FRANKLIN RESOURCES INC	14.05K	111.59K	+694.1%
CUBE CUBESMART	46.46K	367.86K	+691.8%
VGT VANGUARD WORLD FD	93.96K	676.21K	+619.7%
HLT HILTON WORLDWIDE HLDGS…	8.96K	64.17K	+616.6%
WKC WORLD KINECT CORPORATION	9.97K	70.14K	+603.3%
SDGR SCHRODINGER INC	16.99K	117.88K	+593.7%
DOC HEALTHPEAK PROPERTIES…	15.18K	103.98K	+584.8%
JBLU JETBLUE AIRWAYS CORP	45.56K	311.85K	+584.5%
RS RELIANCE INC	1.48K	9.82K	+563.0%
TWLO TWILIO INC	9.81K	64.97K	+562.6%
ACH ACCENDRA HEALTH INC	13.78K	90.82K	+558.9%
HRB BLOCK H & R INC	45.05K	293.12K	+550.6%
OZK BANK OZK LITTLE ROCK ARK	29.10K	184.93K	+535.5%
PBF PBF ENERGY INC	21.63K	137.16K	+534.1%
CYH COMMUNITY HEALTH SYS…	10.65K	66.63K	+525.8%
MGEE MGE ENERGY INC	3.43K	21.36K	+522.9%
SHYD VANECK ETF TRUST	11.82K	73.52K	+522.0%
LCID LUCID GROUP INC	27.29K	165.99K	+508.3%
PAYO PAYONEER GLOBAL INC	23.17K	140.94K	+508.2%
ADMA ADMA BIOLOGICS INC	29.55K	178.75K	+504.8%
MMT ABERDEEN MULTI-MARKET…	14.09K	84.56K	+499.9%
RDDT REDDIT INC	4.17K	24.88K	+496.6%
ORGO ORGANOGENESIS HLDGS INC	24.99K	147.73K	+491.3%
ORLA ORLA MNG LTD NEW	16.51K	97.19K	+488.7%
RBRK RUBRIK INC.	53.99K	317.77K	+488.6%
VUG VANGUARD INDEX FDS	1.90M	11.17M	+488.6%
CORP PIMCO ETF TR	10.28K	59.81K	+481.8%
RPD RAPID7 INC	25.64K	145.92K	+469.1%
WEAV WEAVE COMMUNICATIONS INC	12.86K	73.17K	+468.8%
UNM UNUM GROUP	16.20K	88.84K	+448.5%
IDA IDACORP INC	5.20K	28.36K	+445.6%
FFIE FARADAY FUTURE INTLGT…	52.28K	281.39K	+438.2%
RPRX ROYALTY PHARMA PLC	130.66K	693.50K	+430.8%
SIMO SILICON MOTION…	4.33K	22.42K	+418.0%
URTH ISHARES INC	6.54K	33.69K	+415.6%
MARA MARA HOLDINGS INC	13.75K	70.71K	+414.2%
ABEV AMBEV SA	137.38K	694.64K	+405.6%
SBS COMPANHIA DE SANEAMENTO…	21.46K	108.25K	+404.3%
SMCI SUPER MICRO COMPUTER INC	11.71K	58.94K	+403.6%
WAL WESTERN ALLIANCE BANCORP	40.86K	203.71K	+398.5%
WVE WAVE LIFE SCIENCES LTD	20.89K	102.19K	+389.2%
ACVA ACV AUCTIONS INC	51.97K	250.44K	+381.9%
PPLT ABRDN PLATINUM ETF TRUST	20.70K	98.98K	+378.1%
HDV ISHARES TR	451.52K	2.15M	+375.2%
PML PIMCO MUN INCOME FD II	14.45K	68.62K	+374.8%
GPK GRAPHIC PACKAGING HLDG…	239.45K	1.13M	+371.7%
SNAP SNAP INC	133.02K	622.63K	+368.1%
MGK VANGUARD WORLD FD	195.90K	912.81K	+366.0%
UGI UGI CORP NEW	30.10K	138.66K	+360.6%
FFIV F5 INC	5.59K	24.99K	+346.8%
FEOE RBB FUND TRUST	21.47K	95.78K	+346.0%
VIRT VIRTU FINL INC	28.02K	124.69K	+345.0%
EFOR EVERFORTH INC	32.94K	146.53K	+344.9%
IOVA IOVANCE BIOTHERAPEUTICS…	114.29K	505.19K	+342.0%
NRG NRG ENERGY INC	11.67K	51.55K	+341.8%
CP CANADIAN PACIFIC KANSAS…	121.55K	529.28K	+335.4%
AVES AMERICAN CENTY ETF TR	18.79K	80.62K	+329.1%
GVI ISHARES TR	2.42K	10.30K	+326.4%
AKAM AKAMAI TECHNOLOGIES INC	20.05K	85.26K	+325.3%
FRSH FRESHWORKS INC	134.21K	566.47K	+322.1%
MCHI ISHARES TR	3.98K	16.50K	+314.1%
WCN WASTE CONNECTIONS INC	39.72K	164.34K	+313.8%
DEHP DIMENSIONAL ETF TRUST	32.30K	133.41K	+313.1%
VO VANGUARD INDEX FDS	2.13M	8.74M	+309.5%
OCUL OCULAR THERAPEUTIX INC	12.78K	52.34K	+309.5%
NCNO NCINO INC	77.40K	314.55K	+306.4%
ICFI ICF INTL INC	7.82K	31.73K	+305.9%
HOMB HOME BANCSHARES INC	34.89K	140.49K	+302.7%
ARE ALEXANDRIA REAL ESTATE…	68.64K	274.72K	+300.2%
ARCC ARES CAPITAL CORP	216.35K	862.77K	+298.8%
MDXG MIMEDX GROUP INC	28.34K	112.02K	+295.2%
UIS UNISYS CORP	21.03K	83.08K	+295.0%
MTH MERITAGE HOMES CORP	8.92K	34.23K	+283.6%
NVCR NOVOCURE LTD	17.59K	67.40K	+283.1%
WRB BERKLEY W R CORP	26.48K	101.33K	+282.7%
VRRM VERRA MOBILITY CORP	41.33K	155.34K	+275.9%
EMLC VANECK ETF TRUST	9.84K	36.92K	+275.1%
NNI NELNET INC	5.26K	19.65K	+273.5%
VOOG VANGUARD ADMIRAL FDS INC	166.65K	620.54K	+272.4%
VFMF VANGUARD WELLINGTON FD	2.13K	7.87K	+270.0%
BOW BOWHEAD SPECIALTY HLDGS…	26.79K	97.88K	+265.3%
GTM ZOOMINFO TECHNOLOGIES…	68.71K	249.14K	+262.6%
HBAN HUNTINGTON BANCSHARES…	59.33K	214.83K	+262.1%
LRMR LARIMAR THERAPEUTICS INC	31.64K	114.44K	+261.7%
JELD JELD-WEN HLDG INC	43.18K	154.18K	+257.1%
KOS KOSMOS ENERGY LTD	100.45K	357.25K	+255.6%
SNA SNAP ON INC	1.80K	6.34K	+253.3%
GPI GROUP 1 AUTOMOTIVE INC	1.47K	5.16K	+251.5%
WTI W & T OFFSHORE INC	35.81K	125.70K	+251.0%
IWF ISHARES TR	567.88K	1.98M	+249.5%
NEU NEWMARKET CORP	3.20K	11.16K	+249.1%
DTM DT MIDSTREAM INC	2.30K	8.01K	+248.9%
FDS FACTSET RESH SYS INC	26.05K	90.71K	+248.2%
LUNG PULMONX CORP	11.07K	38.53K	+248.2%
SAIA SAIA INC	2.73K	9.50K	+247.4%

Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.

Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées). ← Retour à la fiche du gérant