مقارنة المحفظة
Nomura Asset Management International Inc.
Q1 2026 ⇄ Q2 2026
+150تمت الإضافة
−97محذوف
200تمت إعادة الحجم
171دون تغيير
تمت الإضافة (Q2 2026)
محذوف (كان محتفظًا به في Q1 2026)
مراكز أُعيد حجمها
| الورقة المالية | Q1 2026 الأسهم | Q2 2026 الأسهم | التغيير |
|---|---|---|---|
| FERG FERGUSON ENTERPRISES INC | 2.98K | 715.50K | +23918.2% |
| IWM ISHARES TR | 1.92K | 339.73K | +17603.5% |
| BLK BLACKROCK INC | 400 | 40.12K | +9930.8% |
| LRCX LAM RESEARCH CORP | 18.92K | 1.67M | +8727.9% |
| GGB GERDAU SA | 11.06K | 567.56K | +5030.7% |
| MDT MEDTRONIC PLC | 2.62K | 128.58K | +4800.2% |
| CBRE CBRE GROUP INC | 3.75K | 165.97K | +4327.0% |
| WMB WILLIAMS COS INC | 24.43K | 1.04M | +4154.7% |
| MDB MONGODB INC | 1.27K | 48.06K | +3687.3% |
| MCD MCDONALDS CORP | 4.03K | 141.04K | +3403.4% |
| BKNG BOOKING HOLDINGS INC | 87.78K | 2.65M | +2922.7% |
| SO SOUTHERN CO | 132.42K | 3.68M | +2676.2% |
| IWF ISHARES TR | 2.67K | 66.64K | +2400.6% |
| RVTY REVVITY INC | 2.43K | 54.28K | +2134.7% |
| CYTK CYTOKINETICS INC | 48.48K | 961.82K | +1883.8% |
| DNLI DENALI THERAPEUTICS INC | 114.52K | 2.21M | +1828.2% |
| NNN NNN REIT INC | 17.88K | 311.47K | +1642.4% |
| EGO ELDORADO GOLD CORP NEW | 10.47K | 168.25K | +1507.1% |
| TPG TPG INC | 45.32K | 672.65K | +1384.2% |
| ANET ARISTA NETWORKS INC | 9.07K | 133.97K | +1376.6% |
| BRZE BRAZE INC | 95.66K | 1.15M | +1106.3% |
| GE GE AEROSPACE | 44.22K | 533.10K | +1105.6% |
| CMC COMMERCIAL METALS CO | 14.30K | 155.63K | +988.3% |
| ACMR ACM RESH INC | 16.80K | 169.32K | +907.9% |
| GGAL GRUPO FINANCIERO… | 49.72K | 472.92K | +851.1% |
| SYK STRYKER CORPORATION | 15.02K | 140.28K | +834.1% |
| SMR NUSCALE PWR CORP | 170.49K | 1.49M | +775.5% |
| KLAC KLA CORP | 51.10K | 422.44K | +726.7% |
| ADEA ADEIA INC | 101.90K | 765.07K | +650.8% |
| QCOM QUALCOMM INC | 35.41K | 244.18K | +589.5% |
| CMG CHIPOTLE MEXICAN GRILL… | 71.16K | 468.79K | +558.8% |
| CEG CONSTELLATION ENERGY… | 4.27K | 27.11K | +534.8% |
| GOVT ISHARES TR | 580.86K | 3.58M | +516.0% |
| SCCO SOUTHERN COPPER CORP | 26.85K | 153.05K | +470.0% |
| HUM HUMANA INC | 26.27K | 131.36K | +400.0% |
| CCEP COCA-COLA EUROPACIFIC… | 55.65K | 259.10K | +365.6% |
| IBN ICICI BANK LIMITED | 191.34K | 866.86K | +353.0% |
| MLI MUELLER INDS INC | 9.50K | 41.83K | +340.3% |
| GTX GARRETT MOTION INC | 360.88K | 1.47M | +308.2% |
| SANM SANMINA CORP | 10.10K | 39.23K | +288.5% |
| JBL JABIL INC | 7.40K | 27.71K | +274.5% |
| FRT FEDERAL RLTY INVT TR NEW | 3.06K | 11.24K | +267.8% |
| ESI ELEMENT SOLUTIONS INC | 167.03K | 610.89K | +265.7% |
| ACHC ACADIA HEALTHCARE… | 81.78K | 298.70K | +265.2% |
| LLY ELI LILLY & CO | 144.81K | 526.20K | +263.4% |
| GEN GEN DIGITAL INC | 90.90K | 329.03K | +262.0% |
| NET CLOUDFLARE INC | 674.75K | 2.40M | +255.1% |
| CAT CATERPILLAR INC | 24.65K | 82.48K | +234.6% |
| AME AMETEK INC | 117.20K | 375.94K | +220.8% |
| ILMN ILLUMINA INC | 89.46K | 282.40K | +215.7% |
| TREX TREX INC | 133.85K | 398.43K | +197.7% |
| TCOM TRIP COM GROUP LTD | 788.40K | 2.23M | +182.3% |
| BELFB BEL FUSE INC | 50.96K | 142.84K | +180.3% |
| GEV GE VERNOVA INC | 24.63K | 68.92K | +179.8% |
| PBR PETROLEO BRASILEIRO S A | 1.68M | 4.60M | +174.5% |
| GIII G III APPAREL GROUP LTD | 45.20K | 116.85K | +158.5% |
| EXPE EXPEDIA GROUP INC | 23.66K | 60.23K | +154.6% |
| OKTA OKTA INC | 26.50K | 66.20K | +149.8% |
| CHKP CHECK POINT SOFTWARE… | 12.20K | 30.45K | +149.6% |
| PL PLANET LABS PBC | 138.89K | 345.98K | +149.1% |
| HDB HDFC BANK LTD | 131.56K | 322.56K | +145.2% |
| DVN DEVON ENERGY CORP NEW | 299.14K | 723.24K | +141.8% |
| PAY PAYMENTUS HOLDINGS INC | 342.43K | 816.29K | +138.4% |
| CTRE CARETRUST REIT INC | 386.49K | 921.25K | +138.4% |
| WT WISDOMTREE INC | 2.24M | 5.34M | +138.0% |
| VIAV VIAVI SOLUTIONS INC | 118.49K | 279.54K | +135.9% |
| NOG NORTHERN OIL & GAS INC | 818.61K | 1.93M | +135.8% |
| WLDN WILLDAN GROUP INC | 71.28K | 163.12K | +128.8% |
| ALGT ALLEGIANT TRAVEL CO | 76.75K | 172.75K | +125.1% |
| IEX IDEX CORP | 45.36K | 100.79K | +122.2% |
| CVX CHEVRON CORPORATION | 417.43K | 921.68K | +120.8% |
| GLDM WORLD GOLD TR | 15.23K | 33.21K | +118.0% |
| TWLO TWILIO INC | 244.25K | 529.30K | +116.7% |
| MCHP MICROCHIP TECHNOLOGY… | 324.73K | 695.64K | +114.2% |
| MELI MERCADOLIBRE INC | 69.28K | 145.33K | +109.8% |
| UBER UBER TECHNOLOGIES INC | 1.27M | 2.65M | +108.9% |
| DASH DOORDASH INC | 677.23K | 1.40M | +107.3% |
| PWP PERELLA WEINBERG… | 1.25M | 2.55M | +104.1% |
| QBTS D-WAVE QUANTUM INC | 690.14K | 1.41M | +103.7% |
| WFRD WEATHERFORD INTL PLC | 145.62K | 291.00K | +99.8% |
| STX SEAGATE TECHNOLOGY… | 1.80M | 5.50K | -99.7% |
| NE NOBLE CORP PLC | 1.30M | 6.10K | -99.5% |
| FE FIRSTENERGY CORP | 1.03M | 5.43K | -99.5% |
| CNOB CONNECTONE BANCORP INC | 830.07K | 1.65M | +98.8% |
| WK WORKIVA INC | 656.60K | 13.41K | -98.0% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 1.51M | 31.30K | -97.9% |
| LZB LA Z BOY INC | 911.59K | 19.71K | -97.8% |
| SLAB SILICON LABORATORIES INC | 661.44K | 16.20K | -97.6% |
| EFOR EVERFORTH INC | 1.10M | 28.23K | -97.4% |
| MRVL MARVELL TECHNOLOGY INC | 80.14K | 2.60K | -96.8% |
| TGLS TECNOGLASS INC | 958.80K | 33.19K | -96.5% |
| IONQ IONQ INC | 648.92K | 22.64K | -96.5% |
| H HYATT HOTELS CORP | 33.44K | 1.29K | -96.1% |
| TAL TAL ED GROUP | 600.00K | 23.51K | -96.1% |
| OVV OVINTIV INC | 205.07K | 401.89K | +96.0% |
| MMM 3M CO | 110.13K | 5.56K | -94.9% |
| COF CAPITAL ONE FINL CORP | 167.21K | 325.80K | +94.9% |
| HCA HCA HEALTHCARE INC | 69.90K | 4.00K | -94.3% |
| TME TENCENT MUSIC ENTMT… | 1.72M | 3.33M | +94.0% |
| YELP YELP INC | 869.25K | 55.35K | -93.6% |
| TSCO TRACTOR SUPPLY CO | 1.90M | 128.25K | -93.3% |
| BALL BALL CORP | 65.77K | 4.45K | -93.2% |
| ZS ZSCALER INC | 306.53K | 21.24K | -93.1% |
| TECH BIO-TECHNE CORP | 1.73M | 133.23K | -92.3% |
| ILPT INDUSTRIAL LOGISTICS… | 63.79K | 122.20K | +91.6% |
| PEGA PEGASYSTEMS INC | 114.46K | 218.98K | +91.3% |
| LITE LUMENTUM HLDGS INC | 14.42K | 1.27K | -91.2% |
| ALC ALCON AG | 112.44K | 210.22K | +87.0% |
| ONTO ONTO INNOVATION INC | 26.82K | 49.95K | +86.3% |
| MIRM MIRUM PHARMACEUTICALS… | 405.32K | 752.04K | +85.5% |
| JCI JOHNSON CONTROLS… | 170.06K | 313.18K | +84.2% |
| MDU MDU RES GROUP INC | 2.60M | 416.55K | -84.0% |
| HP HELMERICH & PAYNE INC | 391.39K | 62.80K | -84.0% |
| MTZ MASTEC INC | 337.82K | 58.52K | -82.7% |
| INSM INSMED INC | 1.14M | 219.12K | -80.8% |
| CTAS CINTAS CORP | 49.76K | 9.66K | -80.6% |
| NOW SERVICENOW INC | 1.03M | 1.84M | +79.5% |
| LVS LAS VEGAS SANDS CORP | 23.70K | 4.89K | -79.4% |
| SNPS SYNOPSYS INC | 143.67K | 29.73K | -79.3% |
| BX BLACKSTONE INC | 444.19K | 795.59K | +79.1% |
مقارنة خام لأعداد الأسهم بين الربعين المحدَّدين (كما أُبلغ عنها؛ لا تُعدَّل عمليات التجزئة بين الأرباع البعيدة هنا؛ أما تبويبات التغيير الربعي في صفحة المدير فمعدَّلة للتجزئة). المراكز في الأسهم العادية ذات التيكرات المعيَّنة فحسب.
المصدر: كلا اللقطتين مستقاتان من جداول معلومات تقارير 13F المُحلَّلة للمدير (أحدث النسخ المقبولة).
← العودة إلى سجل المدير