Diff de cartera
Schroder Investment Management Group
Q1 2026 ⇄ Q2 2026
+89Agregado
−95Eliminada
200Redimensionado
179Sin cambios
Agregado (Q2 2026)
Eliminada (se mantenía en Q1 2026)
Posiciones redimensionadas
| Valor | Q1 2026 acciones | Q2 2026 acciones | Cambio |
|---|---|---|---|
| AEM AGNICO EAGLE MINES LTD | 9 | 490.40K | +5448822.2% |
| TME TENCENT MUSIC ENTMT… | 2.48K | 36.29M | +1465686.7% |
| SE SEA LTD | 468 | 4.06M | +866615.0% |
| MSA MSA SAFETY INC | 166 | 324.49K | +195375.3% |
| BBY BEST BUY INC | 3.67K | 3.69M | +100203.9% |
| TCOM TRIP COM GROUP LTD | 87 | 76.56K | +87905.7% |
| FINV FINVOLUTION GROUP | 159 | 135.68K | +85234.6% |
| REGN REGENERON… | 1 | 834 | +83300.0% |
| BEKE KE HLDGS INC | 609 | 441.59K | +72410.7% |
| WDS WOODSIDE ENERGY GROUP… | 88 | 62.48K | +70896.6% |
| PBR PETROLEO BRASILEIRO S A | 4.92K | 3.06M | +62080.4% |
| VEEV VEEVA SYS INC | 193 | 97.74K | +50540.9% |
| PANW PALO ALTO NETWORKS INC | 513 | 230.34K | +44801.2% |
| DKNG DRAFTKINGS INC NEW | 4.65K | 1.42M | +30376.3% |
| PR PERMIAN RESOURCES CORP | 10.29K | 2.65M | +25676.4% |
| CVNA CARVANA CO | 1.49K | 318.21K | +21199.4% |
| HD HOME DEPOT INC | 500 | 97.46K | +19391.6% |
| CRM SALESFORCE INC | 815 | 149.66K | +18263.4% |
| VALE VALE S A | 48.31K | 8.18M | +16839.7% |
| UBER UBER TECHNOLOGIES INC | 1.32K | 223.40K | +16760.7% |
| EMR EMERSON ELEC CO | 1.90K | 306.67K | +16057.3% |
| TT TRANE TECHNOLOGIES PLC | 158 | 24.01K | +15096.2% |
| VMI VALMONT INDS INC | 521 | 77.04K | +14687.7% |
| PINS PINTEREST INC | 1.04K | 128.85K | +12265.7% |
| BLDR BUILDERS FIRSTSOURCE INC | 195 | 23.01K | +11699.5% |
| EQT EQT CORP | 2.33K | 272.57K | +11573.4% |
| LLY ELI LILLY & CO | 575 | 58.39K | +10055.1% |
| CI THE CIGNA GROUP | 76 | 6.67K | +8671.1% |
| FANG DIAMONDBACK ENERGY INC | 452 | 36.52K | +7978.8% |
| MRSH MARSH & MCLENNAN COS INC | 263 | 18.60K | +6971.9% |
| SLB SLB LIMITED | 2.40K | 163.73K | +6733.6% |
| OKE ONEOK INC NEW | 1.14K | 74.87K | +6490.4% |
| GGB GERDAU SA | 10.20K | 642.40K | +6199.3% |
| AVGO BROADCOM INC | 3.43K | 206.37K | +5920.0% |
| AMZN AMAZON COM INC | 4.68K | 278.23K | +5846.4% |
| ASX ASE TECHNOLOGY HLDG CO… | 224 | 12.83K | +5629.5% |
| AVB AVALONBAY CMNTYS INC | 4.71K | 263.01K | +5481.8% |
| LII LENNOX INTL INC | 90 | 4.48K | +4875.6% |
| META META PLATFORMS INC | 1.38K | 65.59K | +4663.3% |
| MSFT MICROSOFT CORP | 3.96K | 183.02K | +4527.6% |
| EXPO EXPONENT INC | 676 | 30.91K | +4473.1% |
| ORA ORMAT TECHNOLOGIES INC | 565 | 24.28K | +4197.7% |
| USB US BANCORP | 1.11K | 44.86K | +3937.7% |
| PGR PROGRESSIVE CORP | 227 | 8.84K | +3795.6% |
| WFC WELLS FARGO & CO | 1.46K | 55.83K | +3734.1% |
| MMM 3M CO | 303 | 11.41K | +3667.0% |
| NVDA NVIDIA CORPORATION | 10.90K | 406.28K | +3625.6% |
| BNY BANK NEW YORK MELLON… | 533 | 19.84K | +3622.7% |
| MU MICRON TECHNOLOGY INC | 581 | 20.00K | +3342.0% |
| CVS CVS HEALTH CORP | 841 | 28.34K | +3269.4% |
| PM PHILIP MORRIS INTL INC | 752 | 24.40K | +3144.3% |
| BAC BANK AMERICA CORP | 3.85K | 124.73K | +3139.0% |
| SCHW SCHWAB CHARLES CORP | 1.04K | 33.27K | +3087.3% |
| FSLR FIRST SOLAR INC | 1.20K | 37.68K | +3039.7% |
| HMY HARMONY GOLD MNG LTD | 11.59K | 363.40K | +3036.6% |
| GNR SPDR INDEX SHS FDS | 22.85K | 674.62K | +2852.1% |
| ADC AGREE RLTY CORP | 11.47K | 337.41K | +2840.7% |
| GM GENERAL MTRS CO | 1.06K | 31.21K | +2836.3% |
| NTAP NETAPP INC | 569 | 16.50K | +2798.9% |
| CME CME GROUP INC | 156 | 4.50K | +2787.2% |
| DASH DOORDASH INC | 188 | 5.35K | +2744.1% |
| GPOR GULFPORT ENERGY CORP | 2.05K | 55.76K | +2617.4% |
| FITB FIFTH THIRD BANCORP | 827 | 21.94K | +2552.6% |
| FICO FAIR ISAAC CORP | 19 | 480 | +2426.3% |
| KDP KEURIG DR PEPPER INC | 1.62K | 40.57K | +2396.4% |
| ZBRA ZEBRA TECHNOLOGIES… | 122 | 3.01K | +2363.9% |
| LHX L3HARRIS TECHNOLOGIES… | 184 | 4.51K | +2350.0% |
| JCI JOHNSON CONTROLS… | 614 | 14.03K | +2185.2% |
| IDXX IDEXX LABS INC | 115 | 2.62K | +2180.0% |
| ACN ACCENTURE PLC IRELAND | 451 | 10.08K | +2134.4% |
| BKNG BOOKING HOLDINGS INC | 60 | 1.26K | +2008.3% |
| MDLZ MONDELEZ INTL INC | 884 | 18.18K | +1956.2% |
| TRU TRANSUNION | 520 | 10.34K | +1888.3% |
| APP APPLOVIN CORP | 144 | 2.85K | +1877.1% |
| VGK VANGUARD INTL EQUITY… | 7.18K | 141.56K | +1871.6% |
| FIX COMFORT SYS USA INC | 42 | 805 | +1816.7% |
| PFG PRINCIPAL FINANCIAL… | 796 | 14.97K | +1781.3% |
| COF CAPITAL ONE FINL CORP | 615 | 11.16K | +1714.8% |
| HUBS HUBSPOT INC | 89 | 1.61K | +1704.5% |
| R RYDER SYS INC | 325 | 5.79K | +1680.3% |
| SHW SHERWIN WILLIAMS CO | 526 | 9.12K | +1634.2% |
| INTU INTUIT | 284 | 4.89K | +1621.5% |
| RDY DR REDDYS LABS LTD | 14.28K | 235.93K | +1552.1% |
| PICK ISHARES INC | 35.00K | 565.00K | +1514.3% |
| SRE SEMPRA | 579 | 9.21K | +1490.7% |
| LPLA LPL FINL HLDGS INC | 2.81K | 44.31K | +1474.0% |
| CNP CENTERPOINT ENERGY INC | 1.11K | 16.55K | +1395.2% |
| BA BOEING CO | 381 | 5.60K | +1369.6% |
| SNPS SYNOPSYS INC | 133 | 1.90K | +1329.3% |
| MO ALTRIA GROUP INC | 834 | 11.86K | +1321.8% |
| TNL TRAVEL PLUS LEISURE CO | 922 | 13.00K | +1310.2% |
| NOW SERVICENOW INC | 840 | 11.43K | +1260.1% |
| RPM RPM INTL INC | 11.99K | 154.05K | +1184.6% |
| CL COLGATE PALMOLIVE CO | 1.12K | 14.34K | +1180.3% |
| AXON AXON ENTERPRISE INC | 77 | 972 | +1162.3% |
| GD GENERAL DYNAMICS CORP | 166 | 2.09K | +1159.6% |
| ASTS AST SPACEMOBILE INC | 202 | 2.43K | +1101.5% |
| RVMD REVOLUTION MEDICINES INC | 126 | 1.47K | +1065.1% |
| GOOG ALPHABET INC | 2.22K | 25.55K | +1049.7% |
| SPGI S&P GLOBAL INC | 318 | 3.57K | +1022.6% |
| IONQ IONQ INC | 289 | 3.15K | +990.0% |
| MTB M & T BK CORP | 448 | 4.80K | +972.5% |
| CMG CHIPOTLE MEXICAN GRILL… | 1.27K | 13.40K | +954.6% |
| KKR KKR & CO INC | 639 | 6.61K | +934.9% |
| MET METLIFE INC | 642 | 6.62K | +930.7% |
| TPR TAPESTRY INC | 1.00K | 10.07K | +906.8% |
| VLO VALERO ENERGY CORP | 294 | 2.88K | +879.6% |
| BALL BALL CORP | 9.60K | 89.95K | +837.3% |
| KMI KINDER MORGAN INC DEL | 1.67K | 15.60K | +831.8% |
| PG PROCTER & GAMBLE CO | 3.50K | 31.92K | +812.1% |
| HIG HARTFORD INSURANCE… | 904 | 8.14K | +800.1% |
| DDOG DATADOG INC | 461 | 4.01K | +769.6% |
| J JACOBS SOLUTIONS INC | 498 | 4.25K | +753.0% |
| NDSN NORDSON CORP | 8 | 68 | +750.0% |
| DOCU DOCUSIGN INC | 1.13K | 9.24K | +717.4% |
| VGT VANGUARD WORLD FD | 143 | 1.14K | +700.0% |
| DE DEERE & CO | 210 | 1.64K | +680.0% |
| ALNY ALNYLAM PHARMACEUTICALS… | 119 | 928 | +679.8% |
| LOW LOWES COS INC | 482 | 3.69K | +665.6% |
| CBRE CBRE GROUP INC | 706 | 5.06K | +617.1% |
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