Portfolio-Diff
Nomura Holdings Inc
Q1 2026 ⇄ Q2 2026
+150Hinzugefügt
−150Entfernt
200Angepasst
26Unverändert
Hinzugefügt (Q2 2026)
Entfernt (wurde gehalten in Q1 2026)
Angepasste Positionen
| Wertpapier | Q1 2026 Anteile | Q2 2026 Anteile | Änderung |
|---|---|---|---|
| NSC NORFOLK SOUTHN CORP | 762 | 238.72K | +31228.3% |
| CRGY CRESCENT ENERGY COMPANY | 12.22K | 1.82M | +14821.3% |
| SYY SYSCO CORP | 18.29K | 2.34M | +12676.5% |
| ON ON SEMICONDUCTOR CORP | 3.88K | 432.21K | +11039.5% |
| TER TERADYNE INC | 1.73K | 185.53K | +10630.5% |
| BKD BROOKDALE SR LIVING INC | 19.23K | 2.00M | +10301.7% |
| ICE INTERCONTINENTAL… | 1.92K | 187.63K | +9652.1% |
| HCA HCA HEALTHCARE INC | 531 | 42.19K | +7844.4% |
| AAPL APPLE INC | 9.42K | 735.96K | +7713.6% |
| CAT CATERPILLAR INC | 831 | 64.74K | +7690.6% |
| TRIP TRIPADVISOR INC | 16.26K | 1.19M | +7235.3% |
| COHR COHERENT CORP | 2.32K | 164.23K | +6981.9% |
| V VISA INC | 1.87K | 128.17K | +6750.5% |
| CELH CELSIUS HLDGS INC | 19.57K | 1.20M | +6036.8% |
| OTF BLUE OWL TECHNOLOGY FIN… | 12.50K | 706.76K | +5554.1% |
| DUK DUKE ENERGY CORP NEW | 2.66K | 150.41K | +5546.2% |
| CVNA CARVANA CO | 715 | 36.69K | +5031.9% |
| WM WASTE MGMT INC DEL | 1.70K | 84.17K | +4862.6% |
| MCK MCKESSON CORP | 420 | 19.86K | +4627.4% |
| KNX KNIGHT-SWIFT TRANSN… | 10.25K | 455.29K | +4343.1% |
| NOG NORTHERN OIL & GAS INC | 11.43K | 497.63K | +4255.2% |
| LHX L3HARRIS TECHNOLOGIES… | 634 | 26.72K | +4113.9% |
| NOK NOKIA CORP | 132.54K | 5.45M | +4012.1% |
| RCAT RED CAT HLDGS INC | 11.70K | 432.63K | +3598.4% |
| META META PLATFORMS INC | 6.86K | 239.37K | +3387.8% |
| VZ VERIZON COMMUNICATIONS… | 5.87K | 202.77K | +3352.0% |
| KLAC KLA CORP | 13.76K | 468.52K | +3306.0% |
| MPWR MONOLITHIC PWR SYS INC | 1.47K | 49.21K | +3245.4% |
| CCL CARNIVAL CORP LTD | 26.53K | 865.33K | +3161.7% |
| T AT&T INC | 11.71K | 343.57K | +2835.0% |
| JNJ JOHNSON & JOHNSON | 4.03K | 117.32K | +2813.2% |
| HD HOME DEPOT INC | 1.97K | 54.73K | +2682.7% |
| BKNG BOOKING HOLDINGS INC | 1.75K | 47.08K | +2591.9% |
| SWKS SKYWORKS SOLUTIONS INC | 6.70K | 152.82K | +2179.9% |
| FOXA FOX CORP | 5.41K | 115.47K | +2034.5% |
| KO COCA COLA CO | 9.21K | 188.62K | +1948.8% |
| REAL THE REALREAL INC | 36.67K | 741.52K | +1922.2% |
| ABT ABBOTT LABORATORIES | 4.76K | 91.82K | +1830.6% |
| IBM INTERNATIONAL BUSINESS… | 6.53K | 125.41K | +1819.9% |
| C CITIGROUP INC | 5.92K | 113.21K | +1812.3% |
| CRL CHARLES RIV LABS INTL… | 4.55K | 86.74K | +1806.5% |
| CHRW C H ROBINSON WORLDWIDE… | 4.06K | 76.71K | +1789.5% |
| RTX RTX CORPORATION | 4.55K | 84.21K | +1751.9% |
| MO ALTRIA GROUP INC | 5.69K | 105.01K | +1746.5% |
| AXTI AXT INC | 7.00K | 128.93K | +1741.8% |
| HLT HILTON WORLDWIDE HLDGS… | 2.32K | 42.05K | +1714.3% |
| ALAB ASTERA LABS INC | 8.65K | 153.17K | +1670.9% |
| SCHW SCHWAB CHARLES CORP | 4.70K | 82.98K | +1667.5% |
| WDC WESTERN DIGITAL CORP | 27.55K | 477.26K | +1632.0% |
| IREN IREN LIMITED | 9.71K | 161.33K | +1560.8% |
| MU MICRON TECHNOLOGY INC | 209.50K | 3.37M | +1510.5% |
| ECL ECOLAB INC | 875 | 13.76K | +1472.5% |
| JPM JPMORGAN CHASE & CO | 9.13K | 137.84K | +1409.3% |
| PWR QUANTA SVCS INC | 506 | 7.53K | +1387.9% |
| DHR DANAHER CORP DEL | 2.13K | 31.23K | +1364.8% |
| WELL WELLTOWER INC | 2.36K | 34.28K | +1350.1% |
| UNP UNION PAC CORP | 2.01K | 29.10K | +1347.0% |
| COF CAPITAL ONE FINL CORP | 2.12K | 30.61K | +1345.4% |
| PLD PROLOGIS INC. | 3.15K | 45.28K | +1337.8% |
| EMR EMERSON ELEC CO | 1.91K | 27.37K | +1337.0% |
| MSI MOTOROLA SOLUTIONS INC | 562 | 8.06K | +1334.2% |
| EQIX EQUINIX INC | 334 | 4.79K | +1333.8% |
| MPC MARATHON PETE CORP | 1.00K | 14.33K | +1333.2% |
| F FORD MTR CO | 13.27K | 190.06K | +1331.9% |
| CME CME GROUP INC | 1.23K | 17.60K | +1329.5% |
| PGR PROGRESSIVE CORP | 1.99K | 28.38K | +1328.8% |
| ISRG INTUITIVE SURGICAL INC | 1.20K | 17.20K | +1328.4% |
| TJX TJX COS INC NEW | 3.76K | 53.70K | +1327.4% |
| PH PARKER-HANNIFIN CORP | 429 | 6.12K | +1327.3% |
| MRSH MARSH & MCLENNAN COS INC | 1.64K | 23.40K | +1325.7% |
| TEL TE CONNECTIVITY PLC | 995 | 14.18K | +1324.6% |
| AON AON PLC | 728 | 10.37K | +1324.6% |
| PNC PNC FINL SVCS GROUP INC | 1.37K | 19.50K | +1324.5% |
| SHW SHERWIN WILLIAMS CO | 782 | 11.14K | +1324.4% |
| ARES ARES MANAGEMENT… | 5.38K | 76.66K | +1324.4% |
| CL COLGATE PALMOLIVE CO | 2.73K | 38.88K | +1323.5% |
| COR CENCORA INC | 666 | 9.45K | +1318.6% |
| TMO THERMO FISHER… | 1.27K | 18.05K | +1316.5% |
| TDG TRANSDIGM GROUP INC | 192 | 2.72K | +1315.1% |
| TT TRANE TECHNOLOGIES PLC | 760 | 10.74K | +1313.3% |
| ITW ILLINOIS TOOL WKS INC | 900 | 12.71K | +1312.7% |
| AMT AMERICAN TOWER CORP | 1.60K | 22.62K | +1309.6% |
| TRV TRAVELERS COMPANIES INC | 733 | 10.33K | +1308.7% |
| ELV ELEVANCE HEALTH INC… | 749 | 10.55K | +1308.1% |
| SRE SEMPRA | 2.26K | 31.74K | +1302.7% |
| PM PHILIP MORRIS INTL INC | 5.57K | 77.95K | +1298.8% |
| GD GENERAL DYNAMICS CORP | 885 | 12.33K | +1292.8% |
| DE DEERE & CO | 877 | 12.20K | +1290.9% |
| CI THE CIGNA GROUP | 1.03K | 14.23K | +1281.7% |
| GAB GABELLI EQUITY TR INC | 22.79K | 313.82K | +1277.2% |
| CCCS CCC INTELLIGENT… | 868.87K | 11.96M | +1277.1% |
| ENTG ENTEGRIS INC | 10.84K | 147.26K | +1259.0% |
| AFRM AFFIRM HLDGS INC | 11.76K | 159.62K | +1257.5% |
| TFC TRUIST FINL CORP | 4.55K | 60.50K | +1230.9% |
| BRK-B BERKSHIRE HATHAWAY INC… | 8.45K | 110.89K | +1212.5% |
| ETR ENTERGY CORP NEW | 9.73K | 123.58K | +1170.3% |
| SYK STRYKER CORPORATION | 1.33K | 16.75K | +1155.9% |
| ABBV ABBVIE INC | 7.90K | 98.76K | +1150.6% |
| NVT NVENT ELEC PLC | 1.94K | 23.78K | +1125.3% |
| BMY BRISTOL-MYERS SQUIBB CO | 10.63K | 128.96K | +1113.0% |
| GEV GE VERNOVA INC | 2.31K | 27.87K | +1104.2% |
| UPS UNITED PARCEL SVCS INC | 3.20K | 38.45K | +1100.1% |
| HIMS HIMS & HERS HEALTH INC | 14.66K | 175.16K | +1094.4% |
| BBIO BRIDGEBIO PHARMA INC | 28.14K | 327.48K | +1063.5% |
| LOW LOWES COS INC | 2.41K | 27.23K | +1032.0% |
| O REALTY INCOME CORP | 4.00K | 45.28K | +1030.7% |
| AVGO BROADCOM INC | 41.08K | 458.65K | +1016.4% |
| LITE LUMENTUM HLDGS INC | 1.69K | 18.87K | +1015.1% |
| PG PROCTER & GAMBLE CO | 14.03K | 150.15K | +970.0% |
| CRSP CRISPR THERAPEUTICS AG | 5.27K | 56.03K | +962.5% |
| LMT LOCKHEED MARTIN CORP | 1.24K | 13.11K | +954.9% |
| PSX PHILLIPS 66 | 1.85K | 19.47K | +951.3% |
| MS MORGAN STANLEY | 6.86K | 72.02K | +949.3% |
| MNRO MONRO INC | 49.69K | 493.24K | +892.7% |
| MTSI MACOM TECH SOLUTIONS… | 7.02K | 67.52K | +861.3% |
| RCL ROYAL CARIBBEAN GROUP | 1.29K | 12.39K | +860.4% |
| RLX RLX TECHNOLOGY INC | 2.36M | 22.58M | +856.0% |
| CB CHUBB LIMITED | 2.13K | 19.59K | +817.8% |
| XONA.DE EXXON MOBIL CORP | 36.63K | 335.14K | +814.9% |
| BNY BANK OF NY MELLON CORP | 4.22K | 38.50K | +812.4% |
Roher Aktienanzahlvergleich zwischen den beiden ausgewählten Quartalen (wie gemeldet; Splits zwischen weit auseinanderliegenden Quartalen werden hier nicht angepasst — die Quartalswechsel-Tabs auf der Manager-Seite sind splitbereinigt). Ausschließlich Common-Stock-Positionen mit zugeordneten Tickern.
Herkunft: Beide Momentaufnahmen stammen aus den geparsten 13F-Informationstabellen des Managers (jeweils zuletzt akzeptierte Versionen).
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