So sánh danh mục
National Pension Service
Q1 2026 ⇄ Q2 2026
+16Đã thêm
−26Đã loại bỏ
200Đã điều chỉnh kích thước
9Không đổi
Đã thêm (Q2 2026)
| Chứng khoán | Giá trị | Cổ phần |
|---|---|---|
| SPCX SPACE EXPLORATION… | $598.01M | 3.50M |
| MRSH MARSH & MCLENNAN COS… | $188.10M | 1.13M |
| HONA HONEYWELL AEROSPACE… | $165.94M | 750.59K |
| RVMD REVOLUTION MEDICINES… | $51.24M | 273.60K |
| FTI TECHNIPFMC PLC | $40.51M | 611.03K |
| XPO XPO INC | $37.70M | 183.62K |
| FDXF FEDEX FGHT HLDG CO INC | $26.65M | 176.48K |
| OXY-WT OCCIDENTAL PETE CORP | $4.00M | 150.16K |
| IONQ IONQ INC | $3.91M | 73.38K |
| CBRS CEREBRAS SYSTEMS INC | $2.21M | 10.00K |
| MKC MCCORMICK & CO INC | $1.73M | 34.23K |
| YMM FULL TRUCK ALLIANCE… | $1.71M | 210.47K |
| IREN IREN LIMITED | $1.21M | 26.53K |
| RIVN RIVIAN AUTOMOTIVE INC | $790,414 | 45.56K |
| DKS DICKS SPORTING GOODS… | $740,308 | 3.26K |
| PNFP PINNACLE FINL… | $266,828 | 2.65K |
Đã loại bỏ (được nắm giữ trong Q1 2026)
| Chứng khoán | Giá trị trước đây | Cổ phần tại thời điểm đó |
|---|---|---|
| CTRA COTERRA ENERGY INC | $16.09M | 457.74K |
| PINS PINTEREST INC | $3.76M | 204.78K |
| IT GARTNER INC | $3.31M | 20.93K |
| GDDY GODADDY INC | $3.07M | 37.08K |
| UHS UNIVERSAL HLTH SVCS… | $2.96M | 16.56K |
| HUBS HUBSPOT INC | $2.90M | 11.86K |
| SOLV SOLVENTUM CORP | $2.42M | 37.01K |
| TTD THE TRADE DESK INC | $2.15M | 94.86K |
| TAL TAL ED GROUP | $1.33M | 116.95K |
| ZBRA ZEBRA TECHNOLOGIES… | $1.20M | 5.74K |
| BLDR BUILDERS FIRSTSOURCE… | $1.19M | 14.47K |
| HOLX HOLOGIC INC | $1.13M | 15.01K |
| JKHY HENRY JACK & ASSOC INC | $1.03M | 6.50K |
| Z ZILLOW GROUP INC | $1.01M | 24.32K |
| EQH EQUITABLE HLDGS INC | $923,482 | 24.89K |
| STNE STONECO LTD | $909,667 | 64.42K |
| DKNG DRAFTKINGS INC NEW | $858,963 | 39.73K |
| DOC HEALTHPEAK PROPERTIES… | $740,040 | 45.04K |
| ACM AECOM | $694,845 | 8.19K |
| UDR UDR INC | $663,034 | 19.63K |
| BAH BOOZ ALLEN HAMILTON… | $637,817 | 8.17K |
| SNAP SNAP INC | $599,702 | 130.37K |
| BAX BAXTER INTL INC | $583,498 | 34.73K |
| OKLO OKLO INC | $516,877 | 10.42K |
| HRL HORMEL FOODS CORP | $383,193 | 16.92K |
| MNDY MONDAY COM LTD | $197,378 | 2.86K |
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| CASY CASEYS GEN STORES INC | 2.08K | 67.47K | +3138.9% |
| WST WEST PHARMACEUTICAL… | 3.97K | 126.27K | +3080.6% |
| FTAI FTAI AVIATION LTD | 5.85K | 185.25K | +3066.6% |
| CW CURTISS WRIGHT CORP | 2.08K | 63.93K | +2974.9% |
| DOW DOW HLDGS INC | 44.42K | 1.34M | +2909.7% |
| COHR COHERENT CORP | 8.72K | 262.20K | +2907.2% |
| LITE LUMENTUM HLDGS INC | 4.00K | 104.05K | +2501.2% |
| BKNG BOOKING HOLDINGS INC | 78.29K | 2.02M | +2475.2% |
| NBIS NEBIUS GROUP N.V. | 15.53K | 312.30K | +1911.0% |
| CRWV COREWEAVE INC | 40.54K | 524.85K | +1194.7% |
| TWLO TWILIO INC | 20.45K | 261.31K | +1177.6% |
| VRSN VERISIGN INC | 15.97K | 171.15K | +971.9% |
| KLAC KLA CORP | 363.70K | 3.63M | +899.4% |
| DRI DARDEN RESTAURANTS INC | 33.81K | 249.35K | +637.5% |
| CVNA CARVANA CO | 274.82K | 1.51M | +449.1% |
| Q QNITY ELECTRONICS INC | 80.12K | 425.61K | +431.2% |
| CNC CENTENE CORP DEL | 207.41K | 939.67K | +353.0% |
| FNF FIDELITY NATL FINL INC | 27.08K | 112.19K | +314.2% |
| PFG PRINCIPAL FINANCIAL… | 131.47K | 537.90K | +309.1% |
| BG BUNGE GLOBAL SA | 8.56K | 31.46K | +267.7% |
| GEN GEN DIGITAL INC | 72.75K | 257.97K | +254.6% |
| ILMN ILLUMINA INC | 106.68K | 369.86K | +246.7% |
| SMCI SUPER MICRO COMPUTER INC | 34.24K | 99.87K | +191.7% |
| TRU TRANSUNION | 11.93K | 32.79K | +174.8% |
| SUI SUN CMNTYS INC | 9.56K | 25.24K | +164.0% |
| NTAP NETAPP INC | 220.07K | 539.40K | +145.1% |
| CHKP CHECK POINT SOFTWARE… | 7.20K | 15.47K | +114.8% |
| BURL BURLINGTON STORES INC | 4.73K | 10.15K | +114.6% |
| COO COOPER COS INC | 5.59K | 11.75K | +110.3% |
| WY WEYERHAEUSER CO | 44.52K | 88.12K | +97.9% |
| SOFI SOFI TECHNOLOGIES INC | 1.82M | 71.81K | -96.1% |
| LEN LENNAR CORP | 363.79K | 15.48K | -95.7% |
| FLTR.L FLUTTER ENTMT PLC | 247.79K | 12.88K | -94.8% |
| XP XP INC | 107.02K | 207.70K | +94.1% |
| CSGP COSTAR GROUP INC | 702.68K | 42.24K | -94.0% |
| EQR EQUITY RESIDENTIAL | 645.02K | 38.97K | -94.0% |
| BRO BROWN & BROWN INC | 502.59K | 32.46K | -93.5% |
| EFX EQUIFAX INC | 194.42K | 14.67K | -92.5% |
| LNT ALLIANT ENERGY CORP | 19.50K | 37.46K | +92.1% |
| TYL TYLER TECHNOLOGIES INC | 70.12K | 5.80K | -91.7% |
| TSCO TRACTOR SUPPLY CO | 910.09K | 76.02K | -91.6% |
| INSM INSMED INC | 311.88K | 26.68K | -91.4% |
| ZS ZSCALER INC | 181.91K | 16.50K | -90.9% |
| ASTS AST SPACEMOBILE INC | 12.70K | 24.23K | +90.8% |
| P EVERPURE INC | 609.68K | 55.84K | -90.8% |
| RDDT REDDIT INC | 209.03K | 25.07K | -88.0% |
| MKL MARKEL GROUP INC | 20.63K | 2.57K | -87.5% |
| EL LAUDER ESTEE COS INC | 440.59K | 67.47K | -84.7% |
| VLTO VERALTO CORP | 450.03K | 72.82K | -83.8% |
| STE STERIS PLC | 186.31K | 30.22K | -83.8% |
| DVN DEVON ENERGY CORP NEW | 1.16M | 2.12M | +83.3% |
| EG EVEREST GROUP LTD | 4.92K | 9.01K | +83.2% |
| CRBG COREBRIDGE FINL INC | 11.27K | 20.65K | +83.2% |
| TEAM ATLASSIAN CORPORATION | 292.68K | 49.65K | -83.0% |
| WRB BERKLEY W R CORP | 28.41K | 51.54K | +81.4% |
| LH LABCORP HOLDINGS INC | 189.64K | 43.15K | -77.2% |
| DPZ DOMINOS PIZZA INC | 5.21K | 1.20K | -76.9% |
| GLPI GAMING & LEISURE P | 22.71K | 39.81K | +75.3% |
| TW TRADEWEB MKTS INC | 13.32K | 23.13K | +73.6% |
| CMS CMS ENERGY CORP | 24.97K | 42.26K | +69.3% |
| ULTA ULTA BEAUTY INC | 107.55K | 33.86K | -68.5% |
| BR BROADRIDGE FINL… | 221.13K | 70.06K | -68.3% |
| NI NISOURCE INC | 44.06K | 74.16K | +68.3% |
| GPC GENUINE PARTS CO | 8.57K | 14.42K | +68.2% |
| CHD CHURCH & DWIGHT CO INC | 18.45K | 30.91K | +67.6% |
| GIS GENERAL MILLS INC | 1.26M | 410.60K | -67.3% |
| HTHT H WORLD GROUP LTD | 62.37K | 102.77K | +64.8% |
| STZ CONSTELLATION BRANDS INC | 402.94K | 152.64K | -62.1% |
| FIS FIDELITY NATL… | 1.08M | 414.66K | -61.8% |
| REG REGENCY CTRS CORP | 11.20K | 18.02K | +60.9% |
| PNR PENTAIR PLC | 10.23K | 16.38K | +60.1% |
| EXE EXPAND ENERGY… | 568.96K | 243.90K | -57.1% |
| FOX FOX CORP | 35.89K | 56.05K | +56.2% |
| OMC OMNICOM GROUP INC | 960.48K | 434.98K | -54.7% |
| RKT ROCKET COS INC | 175.92K | 271.98K | +54.6% |
| LDOS LEIDOS HOLDINGS INC | 343.68K | 165.92K | -51.7% |
| LII LENNOX INTL INC | 5.58K | 2.71K | -51.4% |
| FOXA FOX CORP | 47.71K | 71.86K | +50.6% |
| CPAY CORPAY INC | 5.82K | 8.71K | +49.8% |
| DLTR DOLLAR TREE INC | 598.43K | 302.00K | -49.5% |
| TPL TEXAS PACIFIC LAND… | 16.55K | 8.43K | -49.1% |
| HON HONEYWELL INTL INC | 1.46M | 750.59K | -48.6% |
| NBIX NEUROCRINE BIOSCIENCES… | 31.35K | 16.31K | -48.0% |
| NWSA NEWS CORP NEW | 113.16K | 60.53K | -46.5% |
| LULU LULULEMON ATHLETICA INC | 25.52K | 13.85K | -45.7% |
| AVY AVERY DENNISON CORP | 8.25K | 4.50K | -45.5% |
| UAL UNITED AIRLS HLDGS INC | 30.20K | 43.78K | +45.0% |
| INCY INCYTE CORP | 77.49K | 42.73K | -44.9% |
| AER AERCAP HOLDINGS NV | 651.04K | 371.18K | -43.0% |
| GGG GRACO INC | 20.04K | 28.57K | +42.5% |
| HPQ HP INC | 3.72M | 2.16M | -42.0% |
| GRAB GRAB HOLDINGS LIMITED | 154.47K | 217.16K | +40.6% |
| NU NU HLDGS LTD | 871.92K | 1.23M | +40.6% |
| TRMB TRIMBLE INC | 22.60K | 13.53K | -40.1% |
| IFF INTERNATIONAL… | 60.80K | 36.79K | -39.5% |
| ROL ROLLINS INC | 64.83K | 40.08K | -38.2% |
| RS RELIANCE INC | 9.49K | 5.92K | -37.6% |
| WSO WATSCO INC | 5.38K | 3.36K | -37.5% |
| ECHO ECHOSTAR CORP | 8.98K | 12.27K | +36.6% |
| J JACOBS SOLUTIONS INC | 14.53K | 19.72K | +35.7% |
| LYB LYONDELLBASELL… | 68.18K | 44.49K | -34.7% |
| RPM RPM INTL INC | 20.43K | 13.34K | -34.7% |
| IP INTERNATIONAL PAPER CO | 31.22K | 42.01K | +34.5% |
| KIM KIMCO REALTY CORP | 42.41K | 56.90K | +34.2% |
| NVR NVR INC | 948 | 1.27K | +34.0% |
| RBLX ROBLOX CORP | 928.28K | 1.24M | +34.0% |
| PTC PTC INC | 30.57K | 40.80K | +33.5% |
| SBAC SBA COMMUNICATIONS CORP | 7.71K | 10.00K | +29.7% |
| CLX CLOROX CO DEL | 24.54K | 31.83K | +29.7% |
| ALLE ALLEGION PLC | 12.54K | 8.95K | -28.6% |
| FCNCA FIRST CTZNS BANCSHARES… | 532 | 683 | +28.4% |
| CNHI CNH INDL N V | 337.51K | 245.23K | -27.3% |
| WPC WP CAREY INC | 26.06K | 18.99K | -27.1% |
| NDSN NORDSON CORP | 8.27K | 10.38K | +25.6% |
| INVH INVITATION HOMES INC | 63.30K | 48.09K | -24.0% |
| COIN COINBASE GLOBAL INC | 295.47K | 365.90K | +23.8% |
| CCEP COCA-COLA EUROPACIFIC… | 52.83K | 65.30K | +23.6% |
| SW SMURFIT WESTROCK PLC | 95.11K | 117.53K | +23.6% |
| OKTA OKTA INC | 35.64K | 43.89K | +23.2% |
| AFRM AFFIRM HLDGS INC | 33.38K | 25.79K | -22.8% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý