Diff de cartera
Neuberger Berman Group LLC
Q1 2026 ⇄ Q2 2026
+150Agregado
−78Eliminada
200Redimensionado
68Sin cambios
Agregado (Q2 2026)
Eliminada (se mantenía en Q1 2026)
Posiciones redimensionadas
| Valor | Q1 2026 acciones | Q2 2026 acciones | Cambio |
|---|---|---|---|
| CRWV COREWEAVE INC CLASS A | 3.55K | 1.45M | +40831.1% |
| NVST ENVISTA HOLDINGS CORP | 12.64K | 3.88M | +30572.9% |
| APPF APPFOLIO INC CLASS A A | 1.51K | 394.16K | +26072.5% |
| DXPE DXP ENTERPRISES INC | 2.50K | 457.67K | +18243.5% |
| MMSI MERIT MEDICAL SYSTEMS… | 5.55K | 1.00M | +17953.8% |
| NVTS NAVITAS SEMICONDUCTOR… | 12.88K | 2.29M | +17658.4% |
| LGND LIGAND PHARMACEUTICALS… | 1.46K | 248.35K | +16887.3% |
| VSH VISHAY INTERTECHNOLOGY… | 19.15K | 3.01M | +15592.1% |
| OLLI OLLIES BARGAIN OUTLET… | 8.48K | 1.32M | +15405.3% |
| PRM PERIMETER SOLUTIONS INC | 13.15K | 1.82M | +13706.6% |
| ALAB ASTERA LABS INC | 3.14K | 331.27K | +10439.9% |
| ONTO ONTO INNOVATION INC | 1.84K | 193.68K | +10420.1% |
| CAVA CAVA GROUP INC | 2.90K | 281.71K | +9624.2% |
| CON CONCENTRA GROUP… | 10.97K | 931.47K | +8389.5% |
| CZR CAESARS ENTERTAINMENT… | 11.43K | 857.84K | +7404.5% |
| WULF TERAWULF INC | 15.19K | 1.11M | +7228.7% |
| MKL MARKEL GROUP INC | 491 | 35.16K | +7061.5% |
| USPH U.S. PHYSICAL THERAPY… | 9.25K | 598.89K | +6375.2% |
| COGT COGENT BIOSCIENCES INC | 6.06K | 384.30K | +6240.5% |
| KGS KODIAK GAS SERVICES INC | 4.37K | 229.20K | +5143.6% |
| GRMN GARMIN LTD | 11.89K | 541.60K | +4453.2% |
| FLEX FLEX LTD | 15.55K | 594.64K | +3724.3% |
| BIO BIO RAD LABORATORIES… | 3.03K | 111.81K | +3591.4% |
| VOYA VOYA FINANCIAL INC | 10.63K | 387.79K | +3549.5% |
| UMC UNITED MICRO… | 114.06K | 4.13M | +3524.9% |
| IRTC IRHYTHM HOLDINGS INC | 1.84K | 63.34K | +3342.6% |
| RLI RLI CORP | 33.78K | 998.27K | +2854.9% |
| MNDY MONDAY.COM LTD | 16.96K | 498.98K | +2841.2% |
| SNEX STONEX GROUP INC | 4.43K | 129.01K | +2812.8% |
| FORM FORMFACTOR INC | 8.53K | 238.53K | +2695.1% |
| ITGR INTEGER HOLDINGS CORP | 6.28K | 167.74K | +2571.0% |
| CAKE CHEESECAKE FACTORY… | 5.88K | 154.45K | +2524.9% |
| HQY HEALTHEQUITY INC | 5.35K | 137.37K | +2465.7% |
| HWKN HAWKINS INC | 1.76K | 44.88K | +2451.7% |
| AGX ARGAN INC | 897 | 21.32K | +2277.0% |
| BKNG BOOKING HOLDINGS INC | 14.94K | 333.60K | +2133.2% |
| TTD TRADE DESK INC/THE… | 56.59K | 1.22M | +2059.9% |
| OSW ONESPAWORLD HOLDINGS LTD | 27.77K | 590.94K | +2028.4% |
| MXL MAXLINEAR INC | 11.37K | 229.41K | +1917.3% |
| POWL POWELL INDUSTRIES INC | 2.42K | 46.84K | +1836.3% |
| ROKU ROKU INC CLASS A | 38.27K | 734.03K | +1818.2% |
| CIFR CIPHER DIGITAL INC | 17.58K | 336.70K | +1815.6% |
| USRT ISHARES CORE US REIT ETF | 20.11K | 376.31K | +1771.7% |
| MYRG MYR GROUP INC/DELAWARE | 1.54K | 27.97K | +1710.6% |
| TKR TIMKEN CO | 9.87K | 174.85K | +1671.0% |
| VTI VANGUARD TOTAL STOCK… | 18.48K | 326.79K | +1668.7% |
| VUG VANGUARD GROWTH ETF | 47.91K | 745.01K | +1455.2% |
| GNRC GENERAC HOLDINGS INC | 10.59K | 163.43K | +1443.6% |
| STM STMICROELECTRONICS ADR… | 87.09K | 1.23M | +1315.1% |
| DAN DANA INCORPORATED INC | 20.60K | 278.27K | +1250.6% |
| AIR AAR CORP | 4.13K | 53.67K | +1200.3% |
| H HYATT HOTELS CORP CLASS… | 6.62K | 80.39K | +1113.7% |
| VRRM VERRA MOBILITY CORP… | 10.30K | 116.14K | +1027.2% |
| CC CHEMOURS CO/THE | 23.67K | 261.61K | +1005.1% |
| BWXT BWX TECHNOLOGIES INC | 14.28K | 139.88K | +879.8% |
| HALO HALOZYME THERAPEUTICS… | 27.41K | 267.86K | +877.1% |
| VGT VANGUARD INFO TECH ETF | 12.91K | 108.89K | +743.3% |
| BRKR BRUKER CORP | 6.21K | 51.69K | +732.5% |
| KLAC KLA CORP | 82.17K | 650.95K | +692.2% |
| DOV DOVER CORP | 39.34K | 280.61K | +613.3% |
| NBDS NEUBERGER DISRUPTERS ETF | 425.70K | 2.93M | +587.7% |
| ENS ENERSYS | 8.08K | 53.24K | +558.6% |
| USLM UNITED STATES LIME AND… | 2.10K | 13.81K | +556.6% |
| FBHS FORTUNE BRANDS… | 53.96K | 346.81K | +542.7% |
| SBS COMPANHIA DE SANEAMENTO… | 64.91K | 413.74K | +537.4% |
| RVMD REVOLUTION MEDICINES INC | 20.12K | 109.22K | +442.9% |
| WSM WILLIAMS SONOMA INC | 20.20K | 106.41K | +426.9% |
| DFTX DEFINIUM THERAPEUTICS… | 133.37K | 687.54K | +415.5% |
| AVTR AVANTOR INC | 21.44K | 107.72K | +402.4% |
| MRVL MARVELL TECHNOLOGY INC | 269.81K | 1.32M | +389.9% |
| ATHM AUTOHOME ADS… | 156.86K | 759.50K | +384.2% |
| SXT SENSIENT TECHNOLOGIES… | 29.03K | 135.21K | +365.8% |
| CNM CORE & MAIN INC CLASS A… | 521.94K | 2.36M | +352.6% |
| FLS FLOWSERVE CORP | 19.91K | 90.04K | +352.1% |
| TFPM TRIPLE FLAG PRECIOUS… | 7.89K | 34.03K | +331.4% |
| VOYG VOYAGER TECHNOLOGIES… | 56.09K | 238.24K | +324.7% |
| IWF ISHARES RUSSELL 1000… | 21.90K | 91.32K | +317.0% |
| FLO FLOWERS FOODS INC | 27.97K | 109.25K | +290.6% |
| PAHC PHIBRO ANIMAL HEALTH… | 4.56K | 17.40K | +281.3% |
| EHC ENCOMPASS HEALTH CORP | 20.99K | 78.96K | +276.1% |
| MIR MIRION TECHNOLOGIES INC… | 856.39K | 3.20M | +273.6% |
| FDX FEDEX CORP | 166.51K | 617.05K | +270.6% |
| GFI GOLD FIELDS ADR… | 6.22K | 22.65K | +263.9% |
| RRX REGAL REXNORD CORP | 4.34K | 15.69K | +261.5% |
| SEI SOLARIS OILFIELD… | 257.68K | 927.42K | +259.9% |
| VO VANGUARD MID-CAP ETF | 6.56K | 23.37K | +256.4% |
| TWLO TWILIO INC CLASS A A | 34.24K | 121.18K | +253.9% |
| U UNITY SOFTWARE INC | 91.99K | 325.56K | +253.9% |
| MWH SOLV ENERGY CLASS A INC | 17.95K | 63.45K | +253.4% |
| BRBR BELLRING BRANDS INC | 10.15K | 35.47K | +249.3% |
| ELVN ENLIVEN THERAPEUTICS INC | 61.63K | 214.34K | +247.8% |
| PRAX PRAXIS PRECISION… | 25.96K | 89.47K | +244.6% |
| POOL POOL CORP | 160.00K | 546.22K | +241.4% |
| ECHO ECHOSTAR CORP CLASS A A | 745.51K | 2.50M | +235.3% |
| ABNB AIRBNB INC CLASS A A | 27.69K | 92.57K | +234.3% |
| ARES ARES MANAGEMENT CORP… | 127.67K | 408.86K | +220.3% |
| BKD BROOKDALE SENIOR LIVING… | 184.88K | 577.65K | +212.4% |
| SPSM SS SPDR P S&P 600 SMALL… | 27.03K | 84.42K | +212.4% |
| GLXY GALAXY DIGITAL INC… | 82.97K | 255.42K | +207.9% |
| WU WESTERN UNION CO | 32.05K | 97.83K | +205.2% |
| VIAV VIAVI SOLUTIONS INC | 362.26K | 1.11M | +205.1% |
| VALE VALE ADR REPRESENTING… | 582.13K | 1.77M | +204.7% |
| SFD SMITHFIELD FOODS INC | 8.86K | 26.68K | +201.0% |
| SMIN ISHARES MSCI INDIA… | 20.72K | 61.32K | +195.9% |
| JSM NAVIENT CORP | 26.72K | 78.80K | +194.9% |
| SBUX STARBUCKS CORP | 192.35K | 562.32K | +192.3% |
| SYK STRYKER CORP | 230.56K | 672.96K | +191.9% |
| FLY FIREFLY AEROSPACE INC | 168.58K | 489.58K | +190.4% |
| HYG ISHR IBX USD HIYLD CB… | 385.03K | 1.12M | +189.6% |
| MCHP MICROCHIP TECHNOLOGY INC | 344.18K | 983.95K | +185.9% |
| QSR RESTAURANT BRANDS INTERN | 23.54K | 67.05K | +184.8% |
| TEVA TEVA PHARMACEUTICAL… | 40.63K | 115.56K | +184.4% |
| PBI PITNEY BOWES INC | 27.33K | 77.62K | +184.0% |
| HMC HONDA MOTOR ADR… | 13.26K | 36.24K | +173.3% |
| LTH LIFE TIME GROUP… | 373.54K | 1.02M | +172.4% |
| DNTH DIANTHUS THERAPEUTICS… | 59.08K | 157.57K | +166.7% |
| BZ KANZHUN AMERICAN… | 19.58K | 51.96K | +165.4% |
| ARM ARM HOLDINGS AMERICAN… | 115.22K | 303.31K | +163.2% |
| DOC HEALTHPEAK PROPERTIES… | 426.19K | 1.11M | +159.5% |
| AXSM AXSOME THERAPEUTICS INC | 60.76K | 156.52K | +157.6% |
Comparación de número bruto de acciones entre los dos trimestres seleccionados (tal como se declaró; los splits entre trimestres distantes no se ajustan aquí — las pestañas de cambio trimestral en la página del gestor sí están ajustadas por splits). Solo posiciones en acciones ordinarias con tickers mapeados.
Procedencia: Ambas instantáneas proceden de las tablas de información 13F analizadas del gestor (últimas versiones aceptadas).
← Volver al registro del gestor