Diff de portefeuille
Massachusetts Financial Services Co /Ma/
Q1 2026 ⇄ Q2 2026
+123Ajouté
−65Supprimé
200Redimensionné
12Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| NEE NEXTERA ENERGY INC | 1.41K | 11.53M | +818194.0% |
| MNDY MONDAY COM LTD | 8 | 25.52K | +318962.5% |
| BLSH BULLISH | 203 | 406.02K | +199907.9% |
| SYY SYSCO CORP | 68 | 76.56K | +112480.9% |
| MTDR MATADOR RES CO | 1.09K | 1.05M | +95741.7% |
| PGR PROGRESSIVE CORP | 847 | 785.27K | +92612.2% |
| POR PORTLAND GEN ELEC CO | 67 | 61.88K | +92264.2% |
| KLAC KLA CORP | 940 | 828.55K | +88043.7% |
| TECK TECK RESOURCES LTD | 963 | 841.85K | +87319.6% |
| SIGI SELECTIVE INS GROUP INC | 549 | 452.68K | +82354.5% |
| ECL ECOLAB INC | 9 | 6.57K | +72877.8% |
| BKNG BOOKING HOLDINGS INC | 1.23K | 691.30K | +56286.7% |
| SR SPIRE INC | 1.29K | 707.57K | +54835.4% |
| GH GUARDANT HEALTH INC | 597 | 273.47K | +45707.0% |
| LECO LINCOLN ELEC HLDGS INC | 484 | 195.85K | +40364.3% |
| SMFG SUMITOMO MITSUI FIN GRP… | 2.66K | 1.02M | +38270.9% |
| AMD ADVANCED MICRO DEVICES… | 130 | 47.21K | +36218.5% |
| WMS ADVANCED DRAIN SYS INC… | 362 | 124.74K | +34357.5% |
| TTE TOTALENERGIES SE | 1.22K | 413.28K | +33886.8% |
| MHK MOHAWK INDS INC | 4.25K | 1.37M | +32219.6% |
| PJT PJT PARTNERS INC | 619 | 192.00K | +30918.3% |
| HR HEALTHCARE RLTY TR | 10.16K | 2.75M | +27000.4% |
| VMC VULCAN MATLS CO | 6.50K | 1.67M | +25645.8% |
| SHOP SHOPIFY INC | 16.20K | 3.89M | +23899.3% |
| EQR EQUITY RESIDENTIAL | 3.40K | 793.96K | +23272.2% |
| TTMI TTM TECHNOLOGIES INC | 2.71K | 623.25K | +22898.3% |
| GSK GSK PLC | 1.41K | 318.15K | +22496.1% |
| B BARRICK MNG CORP | 198 | 42.53K | +21379.8% |
| FWONA LIBERTY MEDIA CORP DEL | 4.56K | 768.34K | +16753.3% |
| FIX COMFORT SYS USA INC | 4 | 631 | +15675.0% |
| UGI UGI CORP NEW | 3.95K | 604.35K | +15196.0% |
| KNF KNIFE RIVER CORP | 3.52K | 501.04K | +14121.9% |
| CAVA CAVA GROUP INC | 2.81K | 359.55K | +12690.9% |
| AIT APPLIED INDL… | 628 | 75.46K | +11915.3% |
| OPCH OPTION CARE HEALTH INC | 7.44K | 864.48K | +11517.8% |
| AIZ ASSURANT INC | 866 | 96.58K | +11052.4% |
| KKR KKR & CO INC | 956 | 100.81K | +10445.4% |
| CYTK CYTOKINETICS INC | 5.95K | 543.52K | +9033.2% |
| SBUX STARBUCKS CORP | 1.55K | 140.00K | +8943.6% |
| PEGA PEGASYSTEMS INC | 29.42K | 2.56M | +8586.8% |
| CHEF CHEFS WHSE INC | 11.54K | 937.74K | +8025.3% |
| BBD BANCO BRADESCO S A | 14.28K | 1.15M | +7951.9% |
| COHR COHERENT CORP | 2.90K | 233.41K | +7940.2% |
| STX SEAGATE TECHNOLOGY… | 2.42K | 185.22K | +7541.3% |
| HUBS HUBSPOT INC | 792 | 58.06K | +7230.6% |
| BLLN BILLIONTOONE INC | 1.07K | 77.87K | +7184.5% |
| NBIX NEUROCRINE BIOSCIENCES… | 1.40K | 101.04K | +7107.0% |
| HRMY HARMONY BIOSCIENCES… | 3.82K | 273.75K | +7068.0% |
| ALLE ALLEGION PLC | 554 | 39.71K | +7067.7% |
| NTES NETEASE COM INC | 948 | 60.81K | +6314.5% |
| GT GOODYEAR TIRE & RUBR CO | 37.05K | 2.35M | +6241.5% |
| MSCI MSCI INC | 11 | 665 | +5945.5% |
| CWK CUSHMAN AND WAKEFIELD… | 29.19K | 1.73M | +5832.8% |
| PM PHILIP MORRIS INTL INC | 1.26K | 71.20K | +5528.7% |
| GWW WW GRAINGER INC | 150 | 8.28K | +5422.7% |
| ACIW ACI WORLDWIDE INC | 14.30K | 771.93K | +5297.0% |
| OVV OVINTIV INC | 42.14K | 2.26M | +5265.8% |
| RYAAY RYANAIR HOLDINGS PLC | 10.79K | 569.74K | +5182.7% |
| BNY BANK OF NY MELLON CORP | 89 | 4.47K | +4923.6% |
| ABEV AMBEV SA | 104.34K | 5.17M | +4855.5% |
| UNP UNION PAC CORP | 93.54K | 4.51M | +4725.6% |
| ARMK ARAMARK | 26.39K | 1.19M | +4421.8% |
| ACN ACCENTURE PLC IRELAND | 4.85K | 217.22K | +4381.5% |
| AXON AXON ENTERPRISE INC | 18.45K | 793.68K | +4200.6% |
| AES AES CORP | 11.18K | 466.24K | +4070.3% |
| AMT AMERICAN TOWER CORP | 347 | 14.10K | +3963.1% |
| NNN NNN REIT INC | 13.98K | 495.75K | +3445.4% |
| H HYATT HOTELS CORP | 10.89K | 382.01K | +3409.2% |
| UMBF UMB FINL CORP | 9.85K | 341.87K | +3372.2% |
| COLD AMERICOLD REALTY TRUST… | 9.87K | 335.33K | +3298.9% |
| OFRM ONCE UPON A FARM PBC | 20.60K | 697.40K | +3284.9% |
| CG CARLYLE GROUP INC | 32.83K | 1.11M | +3279.7% |
| TEX TEREX CORP NEW | 50.09K | 1.66M | +3215.2% |
| ENS ENERSYS | 444 | 14.58K | +3183.6% |
| ALB ALBEMARLE CORP | 4.93K | 161.39K | +3173.0% |
| BZ KANZHUN LIMITED | 74.78K | 2.41M | +3123.0% |
| IFF INTERNATIONAL… | 11.54K | 369.95K | +3106.7% |
| VIPS VIPSHOP HLDGS LTD | 21.65K | 682.66K | +3053.3% |
| POOL POOL CORP | 15.54K | 487.02K | +3035.0% |
| BRO BROWN & BROWN INC | 59.25K | 1.84M | +3003.0% |
| LKQ LKQ CORP | 223.34K | 6.16M | +2657.6% |
| CB CHUBB LIMITED | 163.15K | 4.25M | +2504.8% |
| CVE CENOVUS ENERGY INC | 55.81K | 1.41M | +2418.1% |
| BLD TOPBUILD COR | 5.37K | 134.65K | +2406.1% |
| DHR DANAHER CORP DEL | 125.64K | 3.01M | +2291.9% |
| BN BROOKFIELD CORP | 109.39K | 2.58M | +2255.8% |
| TCBI TEXAS CAP BANCSHARES INC | 29.25K | 664.07K | +2170.6% |
| WWD WOODWARD INC | 1.97K | 43.87K | +2131.3% |
| TRGP TARGA RES CORP | 40.57K | 900.54K | +2119.6% |
| AVNT AVIENT CORPORATION | 71.16K | 1.58M | +2115.3% |
| SYF SYNCHRONY FINANCIAL | 63.48K | 1.40M | +2110.9% |
| SWKS SKYWORKS SOLUTIONS INC | 45.18K | 997.59K | +2107.9% |
| CELH CELSIUS HLDGS INC | 6.03K | 131.85K | +2086.9% |
| CMS CMS ENERGY CORP | 253.10K | 5.50M | +2072.9% |
| SNX TD SYNNEX CORPORATION | 7.73K | 166.19K | +2049.1% |
| RTX RTX CORPORATION | 1.57K | 33.22K | +2017.3% |
| ALGM ALLEGRO MICROSYSTEMS INC | 11.51K | 239.81K | +1984.2% |
| PPL PPL CORP | 131.59K | 2.69M | +1946.0% |
| EPAM EPAM SYS INC | 35.91K | 725.03K | +1919.1% |
| BIDU BAIDU INC | 1.18K | 23.77K | +1909.3% |
| SRE SEMPRA | 217.29K | 4.36M | +1906.1% |
| VLO VALERO ENERGY CORP | 6.92K | 135.45K | +1857.1% |
| QTWO Q2 HLDGS INC | 667 | 12.47K | +1769.6% |
| ETSY ETSY INC | 14.08K | 257.43K | +1728.8% |
| FNV FRANCO NEV CORP | 78.64K | 1.43M | +1716.4% |
| IR INGERSOLL RAND INC | 4.47K | 81.04K | +1712.2% |
| BRK-B BERKSHIRE HATHAWAY INC… | 144 | 2.59K | +1698.6% |
| INFY INFOSYS LTD | 15.34K | 274.22K | +1687.2% |
| MDLZ MONDELEZ INTL INC | 1.65K | 29.40K | +1679.5% |
| CR CRANE COMPANY | 524 | 8.81K | +1580.9% |
| CSTM CONSTELLIUM SE | 19.90K | 331.74K | +1567.1% |
| SKYW SKYWEST INC | 9.47K | 157.84K | +1566.9% |
| UFPI UFP INDUSTRIES INC | 902 | 15.01K | +1564.4% |
| CP CANADIAN PACIFIC KANSAS… | 97.49K | 1.58M | +1524.8% |
| BBWI BATH & BODY WORKS INC | 35.11K | 527.26K | +1401.8% |
| CTRE CARETRUST REIT INC | 27.87K | 412.62K | +1380.5% |
| FITB FIFTH THIRD BANCORP | 8.68K | 128.16K | +1377.3% |
| MFC MANULIFE FINL CORP | 41.82K | 581.26K | +1290.0% |
| CRSR CORSAIR GAMING INC | 137.18K | 1.88M | +1272.5% |
| PLD PROLOGIS INC. | 608.79K | 8.34M | +1269.5% |
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).
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