Diff de portefeuille
Mitsubishi UFJ Trust & Banking Corp
Q1 2026 ⇄ Q2 2026
+150Ajouté
−52Supprimé
200Redimensionné
11Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 25.14K | 544.74K | +2066.6% |
| FRT FEDERAL RLTY INVT TR | 890 | 17.31K | +1844.6% |
| TDW TIDEWATER INC | 4.92K | 91.66K | +1762.9% |
| GMED GLOBUS MED INC | 1.29K | 17.69K | +1273.5% |
| XPO XPO INC | 4.34K | 54.52K | +1156.7% |
| ONC BEONE MEDICINES LTD | 710 | 7.57K | +966.6% |
| CCI CROWN CASTLE INC | 175.58K | 1.86M | +961.2% |
| KLAC KLA CORP | 81.93K | 738.05K | +800.8% |
| BOKF BOK FINL CORP | 2.08K | 15.85K | +661.9% |
| EMN EASTMAN CHEM CO | 2.88K | 19.32K | +570.0% |
| FNV FRANCO-NEVADA CORP | 8.80K | 54.36K | +517.8% |
| TRN TRINITY INDS INC | 4.20K | 25.21K | +500.0% |
| GNRC GENERAC HOLDINGS INC | 5.67K | 30.76K | +443.0% |
| TCOM TRIP COM GROUP LTD | 2.61K | 14.11K | +440.4% |
| CVNA CARVANA CO | 53.80K | 260.76K | +384.7% |
| SNDK SANDISK CORP | 2.48K | 11.04K | +345.0% |
| VSNT VERSANT MEDIA GROUP INC | 13.95K | 60.71K | +335.4% |
| KNX KNIGHT-SWIFT TRANSN… | 1.71K | 6.94K | +306.8% |
| CLS CELESTICA INC | 1.80K | 7.20K | +300.0% |
| CFR CULLEN/FROST BANKERS | 12.10K | 47.47K | +292.4% |
| BKH BLACK HILLS CORP | 1.23K | 4.48K | +265.3% |
| ESNT ESSENT GROUP LTD | 2.25K | 8.21K | +264.5% |
| STRA STRATEGIC EDUCATION | 3.82K | 13.06K | +241.9% |
| U UNITY SOFTWARE INC | 10.51K | 35.37K | +236.5% |
| KMX CARMAX INC | 3.94K | 13.03K | +230.5% |
| RSG REPUBLIC SVCS INC | 214.91K | 704.43K | +227.8% |
| TX TERNIUM SA | 11.34K | 36.94K | +225.7% |
| TAL TAL EDUCATION GR(ADR | 79.71K | 252.28K | +216.5% |
| JKS JINKOSOLAR HLDG CO LTD | 25.19K | 78.28K | +210.8% |
| GGB GERDAU S.A. (ADR) | 28.99K | 89.99K | +210.4% |
| RDN RADIAN GROUP INC. | 6.91K | 21.24K | +207.4% |
| MLI MUELLER INDUSTRIES | 9.30K | 28.07K | +201.8% |
| PPC PILGRIMS PRIDE CORP | 12.23K | 36.78K | +200.7% |
| WPC WP CAREY INC. | 116.99K | 349.08K | +198.4% |
| ADT ADT INC DEL | 159.71K | 457.99K | +186.8% |
| IBN ICICI BANK LTD.(ADR) | 46.85K | 133.10K | +184.1% |
| MD PEDIATRIX MEDICAL GROUP… | 11.72K | 32.46K | +177.0% |
| YUMC YUM CHINA HLDGS INC | 76.33K | 210.21K | +175.4% |
| JD JD.COM INC | 205.24K | 563.17K | +174.4% |
| TPC TUTOR PERINI CORP | 5.65K | 15.47K | +173.8% |
| LYB LYONDELLBASELL… | 105.89K | 283.08K | +167.3% |
| KGC KINROSS GOLD CORP | 229.30K | 601.55K | +162.3% |
| EDU NEW ORIENTAL ED &… | 20.73K | 53.73K | +159.2% |
| BGC BGC GROUP INC-A | 25.18K | 64.19K | +155.0% |
| ZTO ZTO EXPRESS CAYMAN INC | 82.10K | 205.78K | +150.6% |
| SBS COMPANHIA DE SANEAMENTO… | 40.04K | 96.93K | +142.1% |
| UDR UDR INC | 122.41K | 294.66K | +140.7% |
| MDLN MEDLINE INC-CL A | 107.31K | 257.82K | +140.3% |
| TALO TALOS ENERGY INC | 6.10K | 14.62K | +139.7% |
| WEX WEX INC | 4.80K | 11.49K | +139.1% |
| CLVT CLARIVATE PLC | 74.52K | 175.95K | +136.1% |
| WEN WENDYS CO | 31.20K | 71.38K | +128.7% |
| FOXA FOX CORP - CLASS A | 112.22K | 253.20K | +125.6% |
| FTI TECHNIPFMC PLC | 77.22K | 168.90K | +118.7% |
| UFPI UFP INDUSTRIES INC | 2.08K | 4.51K | +117.0% |
| LTM LATAM AIRLINES GROUP SA | 53.20K | 114.77K | +115.7% |
| TMHC TAYLOR MORRISON HOME… | 1.60K | 3.23K | +101.6% |
| HCSG HEALTHCARE SVCS GROUP… | 20.20K | 40.09K | +98.5% |
| GTX GARRETT MOTION INC | 116.97K | 2.78K | -97.6% |
| HRL HORMEL FOODS CORP. | 371.38K | 8.85K | -97.6% |
| TEM TEMPUS AI INC | 260.15K | 7.71K | -97.0% |
| CIG CEMIG (ADR) | 48.32K | 94.92K | +96.4% |
| FHI FEDERATED HERMES INC | 135.62K | 5.15K | -96.2% |
| SOLV SOLVENTUM CORP | 86.97K | 3.57K | -95.9% |
| MATX MATSON INC | 6.64K | 313 | -95.3% |
| CMC COMMERCIAL METALS CO | 40.78K | 1.93K | -95.3% |
| AMN AMN HEALTHCARE SVCS INC | 87.31K | 4.21K | -95.2% |
| VOYA VOYA FINANCIAL INC | 54.64K | 2.64K | -95.2% |
| SMG SCOTTS MIRACLE-GRO CO | 39.66K | 2.54K | -93.6% |
| BTU PEABODY ENGR CORP | 63.80K | 4.09K | -93.6% |
| NFG NATIONAL FUEL GAS CO | 29.92K | 2.01K | -93.3% |
| VISN VISTANCE NETWORKS INC | 65.03K | 4.42K | -93.2% |
| LAZ LAZARD INC | 31.93K | 2.33K | -92.7% |
| MTN VAIL RESORTS INC | 8.93K | 655 | -92.7% |
| ENPH ENPHASE ENERGY INC | 122.82K | 9.27K | -92.5% |
| ELY CALLAWAY GOLF CO | 88.49K | 6.86K | -92.3% |
| BCC BOISE CASCADE CO DEL | 20.20K | 1.66K | -91.8% |
| MTG MGIC INVT CORP WIS | 69.65K | 6.01K | -91.4% |
| JHG JANUS HENDERSON GROUP… | 32.19K | 2.79K | -91.3% |
| SAIC SCIENCE APPLICATIONS… | 6.06K | 531 | -91.2% |
| AUR AURORA INNOVATION INC | 1.50M | 133.03K | -91.1% |
| BLDR BUILDERS FIRSTSOURCE INC | 44.79K | 4.03K | -91.0% |
| GOLF ACUSHNET HLDGS CORP | 7.09K | 643 | -90.9% |
| ORI OLD REP INTL CORP | 92.89K | 8.55K | -90.8% |
| DOOO BRP INC | 15.20K | 1.40K | -90.8% |
| MHO M/I HOMES INC | 17.05K | 1.61K | -90.6% |
| SDRL SEADRILL LTD | 23.52K | 2.28K | -90.3% |
| FLR FLUOR CORP | 28.04K | 2.74K | -90.2% |
| CIM CHIMERA INVT CORP | 134.75K | 13.19K | -90.2% |
| BKU BANKUNITED INC | 59.54K | 5.91K | -90.1% |
| TTE TOTALENERGIES SE | 145.61K | 276.19K | +89.7% |
| SBRA SABRA HEALTH CARE REIT… | 21.53K | 2.24K | -89.6% |
| JEF JEFFERIES FINANCIAL… | 47.81K | 5.00K | -89.5% |
| MMS MAXIMUS INC | 15.52K | 29.41K | +89.5% |
| TTD THE TRADE DESK INC | 180.15K | 19.46K | -89.2% |
| PRI PRIMERICA INC | 24.04K | 2.62K | -89.1% |
| CATY CATHAY GEN BANCORP | 43.76K | 4.77K | -89.1% |
| KD KYNDRYL HLDGS INC | 43.73K | 4.86K | -88.9% |
| OGN ORGANON & CO | 1.09M | 122.70K | -88.7% |
| PK PARK HOTELS & RESORTS… | 202.73K | 23.27K | -88.5% |
| MTH MERITAGE HOMES CORP | 4.54K | 527 | -88.4% |
| ATI ATI INC | 5.90K | 11.11K | +88.2% |
| SIRI SIRIUSXM HOLDINGS INC | 255.35K | 30.30K | -88.1% |
| NSA NATIONAL STORAGE… | 42.02K | 4.99K | -88.1% |
| GT GOODYEAR TIRE & RUBR CO | 269.65K | 32.53K | -87.9% |
| PII POLARIS INC | 42.23K | 5.19K | -87.7% |
| SLG SL GREEN RLTY CORP | 4.72K | 599 | -87.3% |
| RHI ROBERT HALF INC. | 52.41K | 6.66K | -87.3% |
| ZIM ZIM INTEGRATED SHIPPING… | 236.75K | 30.12K | -87.3% |
| MRNA MODERNA INC | 340.90K | 44.31K | -87.0% |
| PHIN PHINIA INC | 17.93K | 2.44K | -86.4% |
| NGG NATIONAL GRID PLC | 799 | 111 | -86.1% |
| MHK MOHAWK INDS INC | 24.05K | 3.39K | -85.9% |
| D DOMINION ENERGY INC | 2.84M | 405.14K | -85.7% |
| AXS AXIS CAP HLDGS LTD | 20.59K | 2.95K | -85.7% |
| HTZ HERTZ GLOBAL HLDGS INC | 170.93K | 24.65K | -85.6% |
| UBSI UNITED BANKSHARES INC… | 10.62K | 1.54K | -85.5% |
| DKNG DRAFTKINGS INC | 180.08K | 26.37K | -85.4% |
| LILA LIBERTY LATIN AMERICA… | 117.04K | 17.51K | -85.0% |
| HAFN HAFNIA LTD | 184.55K | 27.61K | -85.0% |
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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