Diff de cartera
Nomura Holdings Inc
Q1 2026 ⇄ Q2 2026
+150Agregado
−150Eliminada
200Redimensionado
28Sin cambios
Agregado (Q2 2026)
Eliminada (se mantenía en Q1 2026)
Posiciones redimensionadas
| Valor | Q1 2026 acciones | Q2 2026 acciones | Cambio |
|---|---|---|---|
| CRGY CRESCENT ENERGY COMPANY | 12.22K | 1.82M | +14821.3% |
| SYY SYSCO CORP | 18.29K | 2.34M | +12693.9% |
| TER TERADYNE INC | 1.73K | 186.83K | +10705.8% |
| BKD BROOKDALE SR LIVING INC | 19.23K | 2.00M | +10301.7% |
| HCA HCA HEALTHCARE INC | 531 | 45.55K | +8478.9% |
| CELH CELSIUS HLDGS INC | 19.57K | 1.20M | +6036.8% |
| CVNA CARVANA CO | 715 | 42.54K | +5849.1% |
| OTF BLUE OWL TECHNOLOGY FIN… | 12.50K | 706.76K | +5554.1% |
| MCK MCKESSON CORP | 420 | 21.37K | +4988.1% |
| KNX KNIGHT-SWIFT TRANSN… | 10.25K | 459.28K | +4382.1% |
| NOK NOKIA CORP | 132.54K | 5.59M | +4114.6% |
| DHR DANAHER CORP DEL | 2.13K | 85.13K | +3892.8% |
| TJX TJX COS INC NEW | 3.76K | 149.53K | +3874.9% |
| RCAT RED CAT HLDGS INC | 11.70K | 432.63K | +3598.4% |
| TRIP TRIPADVISOR INC | 35.38K | 1.21M | +3328.0% |
| NSC NORFOLK SOUTHN CORP | 8.45K | 247.66K | +2831.5% |
| FOXA FOX CORP | 5.41K | 142.37K | +2531.5% |
| KLAC KLA CORP | 18.76K | 482.66K | +2472.8% |
| DE DEERE & CO | 877 | 22.25K | +2436.7% |
| BKNG BOOKING HOLDINGS INC | 3.19K | 77.14K | +2318.8% |
| SWKS SKYWORKS SOLUTIONS INC | 6.70K | 152.82K | +2179.9% |
| MO ALTRIA GROUP INC | 5.69K | 123.43K | +2070.4% |
| ON ON SEMICONDUCTOR CORP | 21.53K | 461.42K | +2043.5% |
| REAL THE REALREAL INC | 36.67K | 759.79K | +1972.0% |
| CRL CHARLES RIV LABS INTL… | 4.55K | 86.74K | +1806.5% |
| CHRW C H ROBINSON WORLDWIDE… | 4.06K | 76.71K | +1789.5% |
| HLT HILTON WORLDWIDE HLDGS… | 2.32K | 43.71K | +1785.8% |
| AXTI AXT INC | 7.00K | 128.93K | +1741.8% |
| ELV ELEVANCE HEALTH INC… | 749 | 13.34K | +1681.4% |
| ALAB ASTERA LABS INC | 8.65K | 153.17K | +1670.9% |
| CL COLGATE PALMOLIVE CO | 2.73K | 47.87K | +1652.8% |
| COR CENCORA INC | 666 | 11.63K | +1646.4% |
| COHR COHERENT CORP | 10.10K | 171.86K | +1602.1% |
| MPWR MONOLITHIC PWR SYS INC | 2.95K | 49.62K | +1582.5% |
| TMO THERMO FISHER… | 1.27K | 21.16K | +1561.3% |
| ISRG INTUITIVE SURGICAL INC | 1.20K | 19.70K | +1536.1% |
| ARES ARES MANAGEMENT… | 5.38K | 87.75K | +1530.4% |
| SYK STRYKER CORPORATION | 1.33K | 21.15K | +1485.5% |
| MU MICRON TECHNOLOGY INC | 219.13K | 3.41M | +1454.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 17.53K | 264.35K | +1407.9% |
| LOW LOWES COS INC | 2.41K | 34.96K | +1352.9% |
| TRV TRAVELERS COMPANIES INC | 3.66K | 53.08K | +1351.9% |
| PCG PG&E CORP | 223.80K | 3.22M | +1340.4% |
| MTSI MACOM TECH SOLUTIONS… | 7.02K | 97.96K | +1294.6% |
| 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 | 148.52K | +1270.6% |
| AFRM AFFIRM HLDGS INC | 11.76K | 159.62K | +1257.5% |
| ETR ENTERGY CORP NEW | 9.73K | 130.05K | +1236.8% |
| NVT NVENT ELEC PLC | 1.94K | 23.78K | +1125.3% |
| RCL ROYAL CARIBBEAN GROUP | 1.29K | 15.69K | +1115.9% |
| HIMS HIMS & HERS HEALTH INC | 14.66K | 175.16K | +1094.4% |
| ICE INTERCONTINENTAL… | 16.77K | 192.12K | +1045.3% |
| HD HOME DEPOT INC | 7.16K | 77.23K | +979.3% |
| CRSP CRISPR THERAPEUTICS AG | 5.27K | 56.03K | +962.5% |
| EW EDWARDS LIFESCIENCES… | 3.08K | 32.34K | +949.4% |
| URI UNITED RENTALS INC | 2.16K | 21.50K | +895.3% |
| MNRO MONRO INC | 49.69K | 493.24K | +892.7% |
| ROST ROSS STORES INC | 3.03K | 29.77K | +883.8% |
| CAT CATERPILLAR INC | 12.46K | 120.84K | +869.7% |
| RLX RLX TECHNOLOGY INC | 2.36M | 22.58M | +856.0% |
| MDT MEDTRONIC PLC | 14.57K | 138.36K | +849.6% |
| ABBV ABBVIE INC | 11.79K | 109.36K | +827.4% |
| CI THE CIGNA GROUP | 1.93K | 17.21K | +791.9% |
| PRMB PRIMO BRANDS CORPORATION | 12.41K | 110.03K | +786.8% |
| SHW SHERWIN WILLIAMS CO | 4.03K | 35.71K | +785.5% |
| ODFL OLD DOMINION FREIGHT… | 3.39K | 29.44K | +768.5% |
| CYTK CYTOKINETICS INC | 4.13K | 34.00K | +723.2% |
| FAST FASTENAL CO | 23.26K | 190.56K | +719.2% |
| WDC WESTERN DIGITAL CORP | 63.51K | 516.71K | +713.5% |
| ABT ABBOTT LABORATORIES | 14.65K | 118.72K | +710.2% |
| ALB ALBEMARLE CORP | 3.19K | 25.60K | +702.7% |
| AVGO BROADCOM INC | 63.29K | 497.78K | +686.5% |
| T AT&T INC | 214.59K | 1.62M | +655.7% |
| DIN DINE BRANDS GLOBAL INC | 58.03K | 429.75K | +640.5% |
| PG PROCTER & GAMBLE CO | 48.49K | 355.02K | +632.2% |
| HUT HUT 8 CORP | 7.19K | 52.00K | +623.4% |
| OABI OMNIAB INC | 705.05K | 5.03M | +613.2% |
| WM WASTE MGMT INC DEL | 14.40K | 100.53K | +598.2% |
| TKO TKO GROUP HOLDINGS INC | 1.77K | 12.33K | +596.7% |
| NXPI NXP SEMICONDUCTORS N V | 40.24K | 271.65K | +575.1% |
| NWSA NEWS CORP NEW | 9.92K | 66.90K | +574.5% |
| FOX FOX CORP | 3.83K | 25.49K | +565.4% |
| CSGP COSTAR GROUP INC | 5.72K | 37.44K | +554.2% |
| SRE SEMPRA | 16.46K | 102.88K | +525.0% |
| OMC OMNICOM GROUP INC | 8.43K | 52.26K | +519.8% |
| DXCM DEXCOM INC | 285.04K | 1.71M | +499.7% |
| DG DOLLAR GEN CORP | 2.26K | 12.98K | +475.3% |
| META META PLATFORMS INC | 66.58K | 382.83K | +475.0% |
| PHM PULTE GROUP INC | 1.99K | 11.26K | +465.0% |
| CPRT COPART INC | 16.95K | 94.55K | +457.7% |
| MRK MERCK & CO INC | 35.92K | 198.28K | +452.0% |
| OWL BLUE OWL CAPITAL… | 12.50K | 68.72K | +449.8% |
| CHTR CHARTER COMMUNICATIONS… | 2.80K | 15.33K | +447.3% |
| DOV DOVER CORP | 4.63K | 25.19K | +443.7% |
| PAYX PAYCHEX INC | 6.05K | 32.35K | +434.9% |
| KO COCA COLA CO | 50.97K | 268.10K | +426.0% |
| GS GOLDMAN SACHS GROUP INC | 12.89K | 67.34K | +422.4% |
| ALGN ALIGN TECHNOLOGY INC | 43.96K | 226.25K | +414.6% |
| STM STMICROELECTRONICS N V | 102.05K | 520.23K | +409.8% |
| CRWD CROWDSTRIKE HLDGS INC | 31.00K | 155.54K | +401.8% |
| MTD METTLER TOLEDO… | 239 | 1.15K | +381.6% |
| JNJ JOHNSON & JOHNSON | 50.66K | 242.84K | +379.4% |
| AES AES CORP | 36.67K | 174.13K | +374.9% |
| GOOGL ALPHABET INC | 177.99K | 842.76K | +373.5% |
| MOS MOSAIC CO | 22.37K | 104.03K | +365.0% |
| AEP AMERICAN ELEC PWR CO INC | 15.91K | 73.42K | +361.6% |
| NBIS NEBIUS GROUP N.V. | 47.69K | 217.45K | +356.0% |
| RBLX ROBLOX CORP | 56.02K | 251.70K | +349.3% |
| OKLO OKLO INC | 24.27K | 108.43K | +346.7% |
| BP BP PLC | 47.49K | 206.33K | +334.4% |
| JPM JPMORGAN CHASE & CO | 47.02K | 197.19K | +319.3% |
| GNRC GENERAC HLDGS INC | 2.01K | 8.32K | +313.9% |
| BPOP POPULAR INC | 2.99K | 12.23K | +309.0% |
| ALKT ALKAMI TECHNOLOGY INC | 189.92K | 773.62K | +307.3% |
| MET METLIFE INC | 14.40K | 58.01K | +302.9% |
| PM PHILIP MORRIS INTL INC | 23.60K | 94.87K | +302.0% |
| MCD MCDONALDS CORP | 17.39K | 69.83K | +301.6% |
| PFE PFIZER INC | 157.70K | 632.86K | +301.3% |
| ADI ANALOG DEVICES INC | 58.32K | 233.97K | +301.2% |
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