ポートフォリオ差分
Mirae Asset Global Investments Co., Ltd.
Q1 2026 ⇄ Q2 2026
+150追加済み
−92除外
200サイズ変更済み
70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 |
|---|---|---|---|
| AMCR AMCOR PLC | 72 | 140.08K | +194454.2% |
| FOX FOX CORP | 21 | 33.75K | +160633.3% |
| NWS NEWS CORP NEW | 19 | 27.07K | +142347.4% |
| SHOP SHOPIFY INC | 951 | 643.26K | +67540.4% |
| FER.MC FERROVIAL NV | 575 | 292.10K | +50700.0% |
| CCJ CAMECO CORP | 708 | 251.36K | +35403.0% |
| GOOG ALPHABET INC | 10.47K | 2.01M | +19088.4% |
| ASTS AST SPACEMOBILE INC | 8.88K | 939.12K | +10475.7% |
| ASML ASML HLDG NV | 2.81K | 174.04K | +6097.9% |
| BWA BORGWARNER INC | 2.08K | 89.17K | +4178.7% |
| EMXC ISHARES INC | 10.90K | 429.23K | +3837.9% |
| ONTO ONTO INNOVATION INC | 1.49K | 51.15K | +3342.1% |
| BKNG BOOKING HOLDINGS INC | 19.23K | 527.42K | +2643.0% |
| PL PLANET LABS PBC | 99.04K | 2.68M | +2608.2% |
| ECHO ECHOSTAR CORP | 27.12K | 727.08K | +2580.8% |
| NVO NOVO-NORDISK A S | 11.85K | 297.88K | +2414.4% |
| CASY CASEYS GEN STORES INC | 330 | 8.09K | +2350.6% |
| RKLB ROCKET LAB CORP | 76.53K | 1.85M | +2317.7% |
| ARGX ARGENX SE | 528 | 11.16K | +2014.4% |
| MOH MOLINA HEALTHCARE INC | 115 | 2.31K | +1913.0% |
| TDC TERADATA CORP DEL | 649 | 9.86K | +1419.4% |
| KLAC KLA CORP | 150.40K | 1.83M | +1116.2% |
| SPMO INVESCO EXCH TRADED FD… | 72.86K | 869.18K | +1092.9% |
| FLOT ISHARES TR | 525 | 5.87K | +1018.1% |
| PPLT ABRDN PLATINUM ETF TRUST | 6.80K | 75.00K | +1002.9% |
| SPYG SPDR SERIES TRUST | 20.16K | 212.87K | +955.9% |
| KBWB INVESCO EXCH TRADED FD… | 15.31K | 140.00K | +814.7% |
| TSM TAIWAN SEMICONDUCTOR… | 119.59K | 1.08M | +805.2% |
| PLUG PLUG PWR INC | 454.46K | 3.87M | +751.8% |
| STIP ISHARES TR | 44.50K | 315.66K | +609.3% |
| RNG RINGCENTRAL INC | 1.21K | 8.26K | +580.6% |
| FTAI FTAI AVIATION LTD | 1.24K | 7.88K | +535.2% |
| NTNX NUTANIX INC | 1.26K | 7.86K | +523.1% |
| VUG VANGUARD INDEX FDS | 43.00K | 248.00K | +476.7% |
| CVNA CARVANA CO | 36.60K | 198.40K | +442.1% |
| DYNF BLACKROCK ETF TRUST | 422.91K | 2.16M | +409.6% |
| SNY SANOFI SA | 3.68K | 18.43K | +401.3% |
| SHYG ISHARES TR | 41.60K | 208.32K | +400.8% |
| PALL ABRDN PALLADIUM ETF… | 1.80K | 9.00K | +400.0% |
| CWEN CLEARWAY ENERGY INC | 24.23K | 101.25K | +317.9% |
| PATH UIPATH INC | 62.23K | 259.50K | +317.0% |
| VEEV VEEVA SYS INC | 10.14K | 41.81K | +312.2% |
| NTSK NETSKOPE INC | 21.02K | 74.48K | +254.4% |
| BURL BURLINGTON STORES INC | 416 | 1.45K | +247.8% |
| DLB DOLBY LABORATORIES INC | 459 | 1.49K | +225.1% |
| CSL CARLISLE COS INC | 290 | 939 | +223.8% |
| USO UNITED STS OIL FD LP | 3.50K | 10.90K | +211.4% |
| DXC DXC TECHNOLOGY CO | 4.26K | 13.26K | +210.9% |
| EMBJ EMBRAER S.A. | 5.39K | 16.34K | +202.9% |
| DOCU DOCUSIGN INC | 1.95K | 5.90K | +202.9% |
| FLEX FLEX LTD | 50.39K | 151.88K | +201.4% |
| PNFP PINNACLE FINL PARTNERS… | 336 | 993 | +195.5% |
| SOXX ISHARES TR | 128.53K | 367.19K | +185.7% |
| RS RELIANCE INC | 118 | 324 | +174.6% |
| IBB ISHARES TR | 2.54K | 6.88K | +170.7% |
| IXG ISHARES TR | 3.77K | 9.91K | +162.9% |
| CVLT COMMVAULT SYS INC | 5.52K | 14.37K | +160.4% |
| BILL BILL HOLDINGS INC | 256 | 654 | +155.5% |
| SLV ISHARES SILVER TR | 94.30K | 237.28K | +151.6% |
| SNDK SANDISK CORP | 59.18K | 147.38K | +149.0% |
| XLV SELECT SECTOR SPDR TR | 6.38K | 15.00K | +135.2% |
| CRWV COREWEAVE INC | 145.10K | 340.12K | +134.4% |
| EMLC VANECK ETF TRUST | 57.24K | 132.48K | +131.4% |
| LQD ISHARES TR | 411.06K | 921.29K | +124.1% |
| DVN DEVON ENERGY CORP NEW | 557.65K | 1.23M | +121.4% |
| KTB KONTOOR BRANDS INC | 630 | 1.36K | +115.7% |
| TNK TEEKAY TANKERS LTD | 4.03K | 8.67K | +115.0% |
| YALA YALLA GROUP LTD | 9.40K | 19.34K | +105.7% |
| AIRR FIRST TR EXCHANGE… | 140.00K | 286.00K | +104.3% |
| Q QNITY ELECTRONICS INC | 41.18K | 82.66K | +100.8% |
| SLDR GLOBAL X FDS | 4.00K | 8.00K | +100.0% |
| CRTC DBX ETF TR | 90.00K | 180.00K | +100.0% |
| CEMB ISHARES INC | 80.00K | 160.00K | +100.0% |
| SH PROSHARES TR | 4.00K | 8.00K | +100.0% |
| USL UNITED STS 12 MONTH OIL… | 30.70K | 1 | -100.0% |
| GXIG GLOBAL X FDS | 1.56M | 3.11M | +99.7% |
| EMBD GLOBAL X FDS | 1.09M | 2.18M | +99.2% |
| HEI HEICO CORP NEW | 25.40K | 192 | -99.2% |
| CPB THE CAMPBELLS COMPANY | 43.64K | 450 | -99.0% |
| POOL POOL CORP | 6.86K | 73 | -98.9% |
| JKS JINKOSOLAR HLDG CO LTD | 62.09K | 741 | -98.8% |
| CPER UNITED STS COMMODITY… | 758.10K | 13.50K | -98.2% |
| RDDT REDDIT INC | 29.69K | 780 | -97.4% |
| CAG CONAGRA BRANDS INC | 103.42K | 3.19K | -96.9% |
| EPAM EPAM SYS INC | 11.76K | 511 | -95.7% |
| RIOT RIOT PLATFORMS INC | 21.62K | 989 | -95.4% |
| DOX AMDOCS LTD | 11.55K | 553 | -95.2% |
| TLN TALEN ENERGY CORP | 26.88K | 1.57K | -94.2% |
| KWEB KRANESHARES TRUST | 8.80K | 17.00K | +93.2% |
| PFGC PERFORMANCE FOOD GROUP… | 39 | 75 | +92.3% |
| EWH ISHARES INC | 42.49K | 3.60K | -91.5% |
| TWLO TWILIO INC | 54.16K | 5.17K | -90.5% |
| AMKR AMKOR TECHNOLOGY INC | 30.84K | 58.20K | +88.7% |
| TEAM ATLASSIAN CORPORATION | 62.44K | 7.31K | -88.3% |
| PBF PBF ENERGY INC | 8.95K | 16.84K | +88.1% |
| WING WINGSTOP INC | 13.91K | 1.75K | -87.5% |
| SAP SAP SE | 69 | 129 | +87.0% |
| PONY PONY AI INC | 720.82K | 95.97K | -86.7% |
| FLTR.L FLUTTER ENTMT PLC | 6.60K | 932 | -85.9% |
| APLE APPLE HOSPITALITY REIT… | 6.49K | 922 | -85.8% |
| TOST TOAST INC | 2.42K | 4.48K | +85.0% |
| EWA ISHARES INC | 380.39K | 57.23K | -85.0% |
| DBO INVESCO DB MULTI-SECTOR… | 90.10K | 13.70K | -84.8% |
| IDV ISHARES TR | 386.26K | 61.00K | -84.2% |
| EIS ISHARES INC | 1.97K | 312 | -84.1% |
| BSY BENTLEY SYS INC | 2.28K | 370 | -83.8% |
| ZS ZSCALER INC | 70.17K | 12.08K | -82.8% |
| RLJ RLJ LODGING TR | 2.80K | 501 | -82.1% |
| APPN APPIAN CORP | 5.79K | 10.52K | +81.6% |
| ATAT ATOUR LIFESTYLE HLDGS… | 22.59K | 4.16K | -81.6% |
| NXRT NEXPOINT RESIDENTIAL TR… | 444 | 83 | -81.3% |
| KRG KITE REALTY GROUP TRUST | 4.46K | 837 | -81.2% |
| BDN BRANDYWINE RLTY TR | 3.58K | 679 | -81.0% |
| DEI DOUGLAS EMMETT INC | 3.45K | 656 | -81.0% |
| WSR WHITESTONE REIT | 945 | 180 | -81.0% |
| BRX BRIXMOR PPTY GROUP INC | 6.30K | 1.20K | -80.9% |
| GNL GLOBAL NET LEASE INC | 4.16K | 794 | -80.9% |
| AIV APARTMENT INVT & MGMT CO | 2.79K | 533 | -80.9% |
| REXR REXFORD INDL RLTY INC | 4.79K | 925 | -80.7% |
| NHI NATIONAL HEALTH INVS INC | 980 | 190 | -80.6% |
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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