포트폴리오 diff
Mitsubishi UFJ Asset Management Co., Ltd.
Q1 2026 ⇄ Q2 2026
+85추가됨
−44제거됨
200규모 조정됨
492변동 없음
추가됨 (Q2 2026)
제거됨 (에 편입되어 있었음 Q1 2026)
규모 조정된 포지션
| 증권 | Q1 2026 주식 | Q2 2026 주식 | 변동 |
|---|---|---|---|
| FBHS FORTUNE BRANDS… | 127 | 256.80K | +202100.8% |
| XPO XPO INC | 293 | 132.59K | +45154.3% |
| MTZ MASTEC INC | 160 | 70.66K | +44063.1% |
| FN FABRINET | 127 | 41.18K | +32326.8% |
| UNFI UNITED NAT FOODS INC | 341 | 41.63K | +12107.3% |
| SFM SPROUTS FMRS MKT INC | 359 | 24.64K | +6762.4% |
| EFOR EVERFORTH INC | 38 | 2.12K | +5489.5% |
| PENG PENGUIN SOLUTIONS INC | 1.00K | 43.93K | +4280.0% |
| PCRX PACIRA BIOSCIENCES INC | 172 | 7.51K | +4265.7% |
| ALKS ALKERMES PLC | 884 | 20.59K | +2229.0% |
| BKNG BOOKING HOLDINGS INC | 130.09K | 2.65M | +1938.7% |
| FTI TECHNIPFMC PLC | 34.65K | 513.62K | +1382.3% |
| KLAC KLA CORP | 312.51K | 3.34M | +968.0% |
| SM SM ENERGY COMPANY | 196 | 1.85K | +842.9% |
| LNC LINCOLN NATL CORP IND | 143 | 1.35K | +842.7% |
| THG HANOVER INS GROUP INC | 28 | 237 | +746.4% |
| MORN MORNINGSTAR INC | 15 | 107 | +613.3% |
| ECG EVERUS CONSTR GROUP | 52 | 352 | +576.9% |
| BTDR BITDEER TECHNOLOGIES… | 26.93K | 174.14K | +546.5% |
| CVNA CARVANA CO | 310.14K | 1.66M | +435.7% |
| PAG PENSKE AUTOMOTIVE GRP… | 37 | 197 | +432.4% |
| HUT HUT 8 CORP | 4.51K | 23.39K | +418.9% |
| GAP GAP INC | 537 | 2.66K | +395.5% |
| FERG FERGUSON ENTERPRISES INC | 225.51K | 1.11M | +391.9% |
| NOV NOV INC | 425 | 2.02K | +376.5% |
| GNTX GENTEX CORP | 458 | 2.18K | +375.8% |
| GME GAMESTOP CORP | 30.81K | 136.02K | +341.4% |
| SEIC SEI INVTS CO | 53 | 230 | +334.0% |
| KRMN KARMAN HLDGS INC | 66.10K | 278.78K | +321.8% |
| CRCL CIRCLE INTERNET GROUP… | 57.00K | 227.58K | +299.3% |
| XENE XENON PHARMACEUTICALS… | 276 | 1.08K | +289.9% |
| FLY FIREFLY AEROSPACE INC | 124.90K | 485.71K | +288.9% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 60 | 230 | +283.3% |
| RRR RED ROCK RESORTS INC | 167 | 637 | +281.4% |
| LXFR LUXFER HLDGS PLC | 18.22K | 67.07K | +268.1% |
| ENS ENERSYS | 74 | 249 | +236.5% |
| DINO HF SINCLAIR CORP | 293 | 972 | +231.7% |
| VIAV VIAVI SOLUTIONS INC | 363 | 1.19K | +226.4% |
| MTDR MATADOR RES CO | 134 | 420 | +213.4% |
| LCID LUCID GROUP INC | 107.28K | 331.37K | +208.9% |
| DOX AMDOCS LTD | 277 | 840 | +203.2% |
| POWL POWELL INDS INC | 40 | 120 | +200.0% |
| KD KYNDRYL HLDGS INC | 77.73K | 232.62K | +199.3% |
| INGR INGREDION INC | 226 | 671 | +196.9% |
| TPX SOMNIGROUP… | 312 | 912 | +192.3% |
| ATEC ALPHATEC HLDGS INC | 28.19K | 82.14K | +191.4% |
| EOSE EOS ENERGY ENTERPRISES… | 42.85K | 121.48K | +183.5% |
| LW LAMB WESTON HLDGS INC | 365 | 1.01K | +175.9% |
| STRL STERLING INFRASTRUCTURE… | 57 | 157 | +175.4% |
| DQ DAQO NEW ENERGY CORP | 17.89K | 48.93K | +173.6% |
| VOYA VOYA FINANCIAL INC | 193 | 519 | +168.9% |
| AGNC AGNC INVT CORP | 2.39K | 6.38K | +166.6% |
| FAF FIRST AMERN FINL CORP | 395 | 1.05K | +165.3% |
| OMF ONEMAIN HLDGS INC | 457 | 1.20K | +162.1% |
| PSN PARSONS CORP DEL | 67.03K | 172.80K | +157.8% |
| GTLS CHART INDS INC | 5.23K | 13.45K | +157.0% |
| EMN EASTMAN CHEM CO | 267 | 684 | +156.2% |
| RGA REINSURANCE GROUP AMER… | 141 | 358 | +153.9% |
| TTC TORO CO | 202 | 512 | +153.5% |
| AVAV AEROVIRONMENT INC | 33.63K | 84.67K | +151.8% |
| SCI SERVICE CORP INTL | 264 | 660 | +150.0% |
| AMSC AMERICAN SUPERCONDUCTOR… | 12.90K | 32.15K | +149.2% |
| ARM ARM HOLDINGS PLC | 21.74K | 53.66K | +146.9% |
| EGHT 8X8 INC NEW | 18.87K | 46.51K | +146.5% |
| CSIQ CANADIAN SOLAR INC | 21.86K | 52.71K | +141.2% |
| AI C3 AI INC | 133.13K | 316.53K | +137.8% |
| ECX ECARX HOLDINGS INC… | 591.00K | 1.40M | +136.4% |
| MCK MCKESSON CORP | 278.47K | 656.08K | +135.6% |
| OWL BLUE OWL CAPITAL INC | 1.41K | 3.30K | +134.4% |
| VKTX VIKING THERAPEUTICS INC | 13.97K | 32.56K | +133.0% |
| CASY CASEYS GEN STORES INC | 39.08K | 90.77K | +132.3% |
| SES SES AI CORPORATION | 196.96K | 450.90K | +128.9% |
| VFC V F CORP | 1.34K | 3.04K | +127.3% |
| FLEX FLEX LTD | 399.06K | 892.35K | +123.6% |
| ONDS ONDAS INC | 94.98K | 211.59K | +122.8% |
| MRVL MARVELL TECHNOLOGY INC | 988.45K | 2.19M | +121.8% |
| U UNITY SOFTWARE INC | 107.52K | 237.51K | +120.9% |
| DY DYCOM INDS INC | 1.75K | 3.78K | +115.7% |
| OTEX OPEN TEXT CORP | 41.29K | 89.08K | +115.7% |
| ORI OLD REP INTL CORP | 631 | 1.36K | +115.4% |
| INSP INSPIRE MED SYS INC | 5.53K | 11.88K | +114.7% |
| RNW RENEW ENERGY GLOBAL PLC | 53.61K | 114.55K | +113.7% |
| VEEV VEEVA SYS INC | 168.88K | 359.80K | +113.0% |
| AYI ACUITY INC | 39 | 82 | +110.3% |
| SHEL SHELL PLC | 9.26K | 19.37K | +109.3% |
| R RYDER SYS INC | 54 | 113 | +109.3% |
| BAH BOOZ ALLEN HAMILTON… | 429 | 883 | +105.8% |
| EXLS EXLSERVICE HLDGS INC | 47.68K | 96.97K | +103.4% |
| HIMS HIMS & HERS HEALTH INC | 71.87K | 146.16K | +103.4% |
| SLDP SOLID POWER INC | 65.56K | 132.41K | +102.0% |
| RUN SUNRUN INC | 31.53K | 63.46K | +101.3% |
| VECO VEECO INSTRS INC DEL | 32.06K | 64.15K | +100.1% |
| DKNG DRAFTKINGS INC NEW | 498.58K | 653 | -99.9% |
| ACM AECOM | 140.38K | 199 | -99.9% |
| PINS PINTEREST INC | 899.83K | 1.33K | -99.9% |
| Z ZILLOW GROUP INC | 165.96K | 269 | -99.8% |
| HUBS HUBSPOT INC | 55.55K | 96 | -99.8% |
| EQH EQUITABLE HLDGS INC | 309.89K | 755 | -99.8% |
| TMDX TRANSMEDICS GROUP INC | 32.91K | 109 | -99.7% |
| CAG CONAGRA BRANDS INC | 569.36K | 2.94K | -99.5% |
| POOL POOL CORP | 40.80K | 219 | -99.5% |
| CPB THE CAMPBELLS COMPANY | 251.27K | 1.87K | -99.3% |
| ROCK GIBRALTAR INDS INC | 8.59K | 77 | -99.1% |
| PATH UIPATH INC | 133.82K | 265.61K | +98.5% |
| S SENTINELONE INC | 24.68K | 375 | -98.5% |
| SAP SAP SE | 5.73K | 11.37K | +98.4% |
| CVSA COVISTA INC | 8.12K | 151 | -98.1% |
| ANF ABERCROMBIE & FITCH CO | 7.52K | 155 | -97.9% |
| CXM SPRINKLR INC | 194.50K | 384.98K | +97.9% |
| SF STIFEL FINL CORP | 415 | 818 | +97.1% |
| MUR MURPHY OIL CORP | 861 | 1.70K | +96.9% |
| XPEV XPENG INC | 84.88K | 167.07K | +96.8% |
| MVST MICROVAST HOLDINGS INC | 108.64K | 213.77K | +96.8% |
| ZION ZIONS BANCORPORATION… | 445 | 875 | +96.6% |
| CHDN CHURCHILL DOWNS INC | 167 | 328 | +96.4% |
| LXEO LEXEO THERAPEUTICS INC | 25.58K | 49.99K | +95.4% |
| MNDY MONDAY COM LTD | 45.92K | 2.11K | -95.4% |
| LAD LITHIA MTRS INC | 54 | 103 | +90.7% |
| ADT ADT INC DEL | 54.01K | 5.20K | -90.4% |
| DVN DEVON ENERGY CORP NEW | 1.60M | 3.03M | +89.1% |
선택한 두 분기 간 원시 주식 수 비교 (보고된 수치 기준; 기간이 먼 분기 간 주식 분할은 여기서 조정되지 않음 — 운용사 페이지의 분기별 변동 탭은 분할 조정됨). 티커가 매핑된 보통주 포지션만 해당.
출처: 두 스냅샷 모두 해당 운용사의 파싱된 13F 정보 테이블(최종 접수 버전)에서 가져옵니다.
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