Diff de portfólio
Nordea Investment Management Ab
Q1 2026 ⇄ Q2 2026
+118Adicionado
−62Removida
200Redimensionado
14Inalterado
Adicionado (Q2 2026)
Removida (era mantido em Q1 2026)
Posições redimensionadas
| Valor mobiliário | Q1 2026 ações | Q2 2026 ações | Variação |
|---|---|---|---|
| UHS UNIVERSAL HLTH SVCS INC | 51 | 27.75K | +54307.8% |
| LITE LUMENTUM HLDGS INC | 242 | 30.61K | +12546.7% |
| VRTX VERTEX PHARMACEUTICALS… | 459 | 30.50K | +6544.0% |
| GRMN GARMIN LTD | 1.18K | 46.75K | +3851.6% |
| DOV DOVER CORP | 4.54K | 119.10K | +2521.0% |
| BKNG BOOKING HOLDINGS INC | 11.44K | 265.99K | +2224.3% |
| ICE INTERCONTINENTAL… | 11.62K | 248.54K | +2039.5% |
| PCAR PACCAR INC | 1.54K | 25.57K | +1564.0% |
| OMC OMNICOM GROUP INC | 32.41K | 511.61K | +1478.6% |
| WY WEYERHAEUSER CO | 43.30K | 611.34K | +1311.9% |
| AJG GALLAGHER ARTHUR J & CO | 2.19K | 28.68K | +1208.9% |
| CRDO CREDO TECHNOLOGY GROUP… | 17.77K | 218.51K | +1129.3% |
| FSLR FIRST SOLAR INC | 920 | 10.85K | +1078.8% |
| HBAN HUNTINGTON BANCSHARES… | 540.14K | 5.31M | +883.1% |
| FANG DIAMONDBACK ENERGY INC | 20.72K | 199.72K | +863.8% |
| MCHP MICROCHIP TECHNOLOGY… | 6.68K | 59.74K | +794.7% |
| ORCL ORACLE CORP | 1.15K | 9.50K | +727.9% |
| CPRT COPART INC | 76.58K | 631.47K | +724.6% |
| NLY ANNALY CAPITAL… | 60.51K | 490.43K | +710.5% |
| HLI HOULIHAN LOKEY INC | 7.07K | 56.25K | +696.0% |
| TMUS T-MOBILE US INC | 876 | 6.78K | +674.1% |
| DECK DECKERS OUTDOOR CORP | 23.75K | 175.13K | +637.2% |
| LYB LYONDELLBASELL… | 7.22K | 48.59K | +573.3% |
| BIIB BIOGEN INC | 2.55K | 17.05K | +569.6% |
| FLO FLOWERS FOODS INC | 131.65K | 878.90K | +567.6% |
| POR PORTLAND GEN ELEC CO | 48.08K | 315.69K | +556.6% |
| MEDP MEDPACE HLDGS INC | 6.15K | 37.92K | +516.2% |
| TRV TRAVELERS COMPANIES INC | 26.99K | 165.92K | +514.7% |
| BMY BRISTOL-MYERS SQUIBB CO | 141.96K | 820.94K | +478.3% |
| PCG PG&E CORP | 6.85K | 37.61K | +449.1% |
| BSX BOSTON SCIENTIFIC CORP | 200.96K | 1.10M | +445.7% |
| MMS MAXIMUS INC | 6.98K | 37.87K | +442.7% |
| IBM INTERNATIONAL BUSINESS… | 97.26K | 491.10K | +405.0% |
| QLYS QUALYS INC | 9.25K | 46.14K | +398.6% |
| TOST TOAST INC | 60.35K | 300.00K | +397.1% |
| CVNA CARVANA CO | 59.64K | 287.06K | +381.3% |
| BE BLOOM ENERGY CORP | 7.71K | 34.69K | +349.9% |
| NBIX NEUROCRINE BIOSCIENCES… | 8.04K | 33.80K | +320.4% |
| BAP CREDICORP LTD | 24.74K | 96.55K | +290.3% |
| TSN TYSON FOODS INC | 46.88K | 178.95K | +281.7% |
| MDB MONGODB INC | 1.24K | 4.64K | +274.0% |
| SBS COMPANHIA DE SANEAMENTO… | 1.80K | 6.75K | +273.7% |
| ROKU ROKU INC | 8.05K | 26.91K | +234.5% |
| CHTR CHARTER COMMUNICATIONS… | 3.07K | 10.18K | +231.4% |
| ADSK AUTODESK INC | 1.31K | 4.12K | +213.9% |
| CNMD CONMED CORP | 48.53K | 152.14K | +213.5% |
| OKTA OKTA INC | 29.91K | 93.50K | +212.6% |
| POWL POWELL INDS INC | 5.84K | 17.76K | +204.0% |
| HUBS HUBSPOT INC | 3.81K | 10.89K | +186.2% |
| ULTA ULTA BEAUTY INC | 6.89K | 19.09K | +177.0% |
| NOC NORTHROP GRUMMAN CORP | 3.46K | 9.33K | +169.4% |
| BALL BALL CORP | 31.03K | 79.60K | +156.5% |
| REGN REGENERON… | 26.32K | 62.73K | +138.3% |
| RL RALPH LAUREN CORP | 2.66K | 6.29K | +136.7% |
| PRIM PRIMORIS SVCS CORP | 42.77K | 100.30K | +134.5% |
| NWN NORTHWEST NAT HLDG CO | 20.57K | 48.03K | +133.5% |
| SLB SLB LIMITED | 22.98K | 50.83K | +121.2% |
| DOCS DOXIMITY INC | 70.40K | 154.82K | +119.9% |
| OTIS OTIS WORLDWIDE CORP | 96.04K | 208.90K | +117.5% |
| AVY AVERY DENNISON CORP | 33.48K | 72.46K | +116.4% |
| HAS HASBRO INC | 9.22K | 19.76K | +114.3% |
| GLBE GLOBAL E ONLINE LTD | 125.41K | 267.93K | +113.6% |
| CME CME GROUP INC | 3.84K | 8.05K | +109.8% |
| FOXA FOX CORP | 24.70K | 51.82K | +109.8% |
| PODD INSULET CORP | 45.29K | 94.23K | +108.1% |
| PYPL PAYPAL HLDGS INC | 17.24K | 35.42K | +105.4% |
| CCEP COCA-COLA EUROPACIFIC… | 1.09M | 1.29K | -99.9% |
| CW CURTISS WRIGHT CORP | 15.41K | 25 | -99.8% |
| XYZ BLOCK INC | 284.58K | 2.00K | -99.3% |
| UNH UNITEDHEALTH GROUP INC | 95.22K | 978 | -99.0% |
| PTC PTC INC | 11.06K | 114 | -99.0% |
| AMP AMERIPRISE FINL INC | 52.25K | 706 | -98.6% |
| VLO VALERO ENERGY CORP | 90.28K | 1.61K | -98.2% |
| AFL AFLAC INC | 336.36K | 6.89K | -98.0% |
| RKLB ROCKET LAB CORP | 71.56K | 1.49K | -97.9% |
| HD HOME DEPOT INC | 26.29K | 673 | -97.4% |
| LVS LAS VEGAS SANDS CORP | 457.46K | 16.69K | -96.4% |
| SNDK SANDISK CORP | 19.02K | 833 | -95.6% |
| FLEX FLEX LTD | 39.56K | 1.85K | -95.3% |
| MANH MANHATTAN ASSOCIATES INC | 78.48K | 4.12K | -94.8% |
| ROP ROPER TECHNOLOGIES INC | 11.13K | 599 | -94.6% |
| TPR TAPESTRY INC | 21.73K | 1.22K | -94.4% |
| COST COSTCO WHOLESALE… | 16.50K | 964 | -94.2% |
| CNC CENTENE CORP DEL | 55.13K | 3.36K | -93.9% |
| WMS ADVANCED DRAIN SYS INC… | 50.33K | 3.22K | -93.6% |
| LEA LEAR CORP | 310 | 599 | +93.2% |
| EXPE EXPEDIA GROUP INC | 62.66K | 4.38K | -93.0% |
| DDOG DATADOG INC | 10.89K | 812 | -92.5% |
| LCII LCI INDS | 16.26K | 31.29K | +92.4% |
| GLW CORNING INC | 85.68K | 6.75K | -92.1% |
| CMC COMMERCIAL METALS CO | 231.75K | 18.26K | -92.1% |
| BDX BECTON DICKINSON & CO | 896.65K | 78.01K | -91.3% |
| COIN COINBASE GLOBAL INC | 22.02K | 1.94K | -91.2% |
| TIGO MILLICOM INTL CELLULAR… | 148.80K | 14.50K | -90.3% |
| CDNS CADENCE DESIGN SYSTEM… | 22.77K | 2.28K | -90.0% |
| MORN MORNINGSTAR INC | 54.63K | 5.53K | -89.9% |
| VEEV VEEVA SYS INC | 102.26K | 193.75K | +89.5% |
| NBIS NEBIUS GROUP N.V. | 20.24K | 38.32K | +89.3% |
| MPWR MONOLITHIC PWR SYS INC | 5.08K | 589 | -88.4% |
| MRK MERCK & CO INC | 725.83K | 85.64K | -88.2% |
| ALGN ALIGN TECHNOLOGY INC | 52.56K | 6.26K | -88.1% |
| AVB AVALONBAY CMNTYS INC | 129.06K | 15.73K | -87.8% |
| RPM RPM INTL INC | 128.49K | 17.05K | -86.7% |
| AXON AXON ENTERPRISE INC | 94.00K | 12.66K | -86.5% |
| DG DOLLAR GEN CORP | 140.16K | 261.11K | +86.3% |
| YUM YUM BRANDS INC | 203.71K | 30.66K | -85.0% |
| EXC EXELON CORP | 182.76K | 337.41K | +84.6% |
| ERII ENERGY RECOVERY INC | 74.34K | 11.47K | -84.6% |
| FCX FREEPORT MCMORAN INC | 535.97K | 90.89K | -83.0% |
| SNOW SNOWFLAKE INC | 32.46K | 5.52K | -83.0% |
| KDP KEURIG DR PEPPER INC | 650.26K | 119.82K | -81.6% |
| CAH CARDINAL HEALTH INC | 73.06K | 132.51K | +81.4% |
| WCN WASTE CONNECTIONS INC | 113.48K | 21.90K | -80.7% |
| RSG REPUBLIC SVCS INC | 879.15K | 170.63K | -80.6% |
| AKAM AKAMAI TECHNOLOGIES INC | 297.00K | 58.21K | -80.4% |
| CMG CHIPOTLE MEXICAN GRILL… | 750.04K | 149.76K | -80.0% |
| SPG SIMON PPTY GROUP INC NEW | 34.44K | 6.88K | -80.0% |
| ROST ROSS STORES INC | 29.21K | 5.85K | -80.0% |
| VLTO VERALTO CORP | 1.31M | 272.52K | -79.2% |
| FUTU FUTU HLDGS LTD | 6.21K | 1.31K | -78.9% |
Comparação bruta de quantidade de ações entre os dois trimestres selecionados (conforme reportado; desdobramentos entre trimestres distantes não são ajustados aqui — as abas de variação trimestral na página do gestor são ajustadas por desdobramento). Apenas posições em ações ordinárias com tickers mapeados.
Proveniência: Ambos os instantâneos provêm das tabelas de informação do 13F analisadas do gestor (versões mais recentes aceitas).
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