Portfolio diff
Sei Investments Co
Q1 2026 ⇄ Q2 2026
+150Added
−150Removed
200Resized
104Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| IREN IREN LIMITED | 6.03K | 264.61K | +4285.3% |
| STM STMICROELECTRONICS N V | 29.32K | 721.76K | +2361.3% |
| CRWV COREWEAVE INC | 2.87K | 60.84K | +2023.4% |
| RUN SUNRUN INC | 86.38K | 1.33M | +1434.8% |
| SAIL SAILPOINT INC | 71.39K | 788.90K | +1005.1% |
| PGEN PRECIGEN INC | 11.80K | 126.88K | +975.4% |
| BKNG BOOKING HOLDINGS INC | 83.60K | 895.23K | +970.9% |
| KLAC KLA CORP | 90.50K | 932.99K | +930.9% |
| COUR COURSERA INC | 17.42K | 160.16K | +819.6% |
| BNED BARNES & NOBLE ED INC | 11.52K | 101.31K | +779.9% |
| GGB GERDAU SA | 1.08M | 9.22M | +754.4% |
| ALTO ALTO INGREDIENTS INC | 12.00K | 100.95K | +741.0% |
| SPRY ARS PHARMACEUTICALS INC | 12.98K | 104.64K | +706.0% |
| CERS CERUS CORP | 34.68K | 274.63K | +692.0% |
| UWMC UWM HOLDINGS CORPORATION | 21.24K | 160.98K | +658.0% |
| CLS CELESTICA INC | 34.52K | 243.48K | +605.3% |
| MGK VANGUARD WORLD FD | 698 | 4.61K | +560.3% |
| ILPT INDUSTRIAL LOGISTICS… | 17.00K | 107.73K | +533.9% |
| VUG VANGUARD INDEX FDS | 1.47M | 8.98M | +509.9% |
| PAYS PAYSIGN INC | 28.64K | 170.74K | +496.1% |
| IVV ISHARES TR | 9.54K | 54.25K | +468.6% |
| MNDY MONDAY COM LTD | 5.91K | 32.89K | +457.0% |
| DUOL DUOLINGO INC | 9.32K | 50.62K | +442.8% |
| MGNX MACROGENICS INC | 31.32K | 164.70K | +425.9% |
| SBS COMPANHIA DE SANEAMENTO… | 92.33K | 448.11K | +385.3% |
| SEDG SOLAREDGE TECHNOLOGIES… | 13.54K | 65.10K | +380.9% |
| VO VANGUARD INDEX FDS | 4.48K | 21.51K | +380.0% |
| BDN BRANDYWINE RLTY TR | 18.66K | 82.66K | +343.1% |
| AFRM AFFIRM HLDGS INC | 433.82K | 1.92M | +342.2% |
| BLZE BACKBLAZE INC | 17.34K | 76.15K | +339.1% |
| AI C3 AI INC | 12.25K | 52.54K | +329.0% |
| ESTC ELASTIC N V | 23.93K | 101.24K | +323.0% |
| FRO FRONTLINE PLC | 27.20K | 112.93K | +315.3% |
| AVAV AEROVIRONMENT INC | 36.27K | 144.47K | +298.4% |
| IBEX IBEX LTD | 21.37K | 84.33K | +294.7% |
| GLNG GOLAR LNG LTD | 28.35K | 109.05K | +284.7% |
| CVNA CARVANA CO | 103.39K | 392.89K | +280.0% |
| ARRY ARRAY TECHNOLOGIES INC | 23.96K | 90.33K | +277.0% |
| RMNI RIMINI STR INC DEL | 32.01K | 119.00K | +271.7% |
| KGS KODIAK GAS SVCS INC | 40.76K | 151.35K | +271.3% |
| RCAT RED CAT HLDGS INC | 177.85K | 635.94K | +257.6% |
| BIRK BIRKENSTOCK HOLDING PLC | 17.91K | 63.97K | +257.2% |
| TUYA TUYA INC | 18.55K | 66.19K | +256.9% |
| NUVB NUVATION BIO INC | 43.20K | 152.63K | +253.3% |
| CELC CELCUITY INC | 14.31K | 50.45K | +252.6% |
| NIQ NIQ GLOBAL INTELLIGENCE… | 99.19K | 339.13K | +241.9% |
| LFMD LIFEMD INC | 40.95K | 138.97K | +239.4% |
| TNXP TONIX PHARMACEUTICALS… | 10.97K | 36.47K | +232.4% |
| OMDA OMADA HEALTH INC | 15.57K | 50.94K | +227.2% |
| FINV FINVOLUTION GROUP | 69.04K | 223.05K | +223.1% |
| SITM SITIME CORP | 33.52K | 108.28K | +223.0% |
| EQPT EQUIPMENTSHARE COM INC | 17.67K | 56.44K | +219.4% |
| NCLH NORWEGIAN CRUISE LINE… | 516.07K | 1.60M | +209.9% |
| SARO STANDARDAERO INC | 1.44M | 4.44M | +208.1% |
| PLGO PELAGOS INS CAP LTD | 10.49K | 32.20K | +207.0% |
| UI UBIQUITI INC | 861 | 2.64K | +206.4% |
| INN SUMMIT HOTEL PPTYS | 19.91K | 59.91K | +200.9% |
| BOOT BOOT BARN HLDGS INC | 65.13K | 190.34K | +192.2% |
| SHO SUNSTONE HOTEL INVS INC… | 49.00K | 139.62K | +184.9% |
| BULL WEBULL CORP | 45.27K | 125.92K | +178.2% |
| XPER XPERI INC | 10.43K | 28.82K | +176.4% |
| PRLB PROTO LABS INC | 8.82K | 24.07K | +173.0% |
| MSCI MSCI INC | 120.74K | 328.51K | +172.1% |
| CRI CARTERS INC | 10.06K | 27.25K | +170.9% |
| BKLN INVESCO EXCH TRADED FD… | 174.53K | 472.69K | +170.8% |
| ELY CALLAWAY GOLF CO | 18.80K | 50.91K | +170.8% |
| ACM AECOM | 70.20K | 190.05K | +170.7% |
| IWF ISHARES TR | 57.74K | 155.72K | +169.7% |
| RUSHA RUSH ENTERPRISES INC | 92.42K | 246.29K | +166.5% |
| OSW ONESPAWORLD HOLDINGS… | 78.29K | 207.97K | +165.6% |
| SII SPROTT INC | 3.63K | 9.64K | +165.3% |
| VIR VIR BIOTECHNOLOGY INC | 35.20K | 93.33K | +165.1% |
| JAN JANUS LIVING INC | 105.94K | 276.98K | +161.4% |
| CTS CTS CORP | 66.78K | 173.48K | +159.8% |
| VC VISTEON CORP | 65.43K | 169.87K | +159.6% |
| ANET ARISTA NETWORKS INC | 618.77K | 1.60M | +159.0% |
| NVO NOVO-NORDISK A S | 486.55K | 1.25M | +156.7% |
| AMX AMERICA MOVIL SAB DE CV | 226.81K | 578.71K | +155.2% |
| SFL SFL CORPORATION LTD | 32.78K | 83.60K | +155.0% |
| LMRI LUMEXA IMAGING HOLDINGS… | 88.19K | 224.34K | +154.4% |
| POWL POWELL INDS INC | 16.20K | 41.10K | +153.7% |
| INDI INDIE SEMICONDUCTOR INC | 40.71K | 102.48K | +151.7% |
| CAPL CROSSAMERICA PARTNERS LP | 13.40K | 33.34K | +148.7% |
| FPS FORGENT POWER SOLUTIONS… | 85.92K | 212.54K | +147.4% |
| NTES NETEASE COM INC | 11.16K | 27.48K | +146.1% |
| GAP GAP INC | 101.96K | 249.64K | +144.8% |
| ACVA ACV AUCTIONS INC | 152.36K | 371.47K | +143.8% |
| HTFL HEARTFLOW INC | 67.05K | 163.01K | +143.1% |
| KVHI KVH INDS INC | 23.96K | 58.20K | +142.9% |
| FRSH FRESHWORKS INC | 85.83K | 208.31K | +142.7% |
| EL LAUDER ESTEE COS INC | 76.61K | 183.95K | +140.1% |
| NWBI NORTHWEST BANCSHARES INC | 32.85K | 77.77K | +136.8% |
| SABR SABRE CORP | 136.75K | 321.87K | +135.4% |
| FLYW FLYWIRE CORPORATION | 66.52K | 156.19K | +134.8% |
| DHC DIVERSIFIED HEALTHCARE… | 106.02K | 247.33K | +133.3% |
| TWLO TWILIO INC | 111.58K | 259.98K | +133.0% |
| AXON AXON ENTERPRISE INC | 114.86K | 267.43K | +132.8% |
| CLOV CLOVER HEALTH… | 88.70K | 205.78K | +132.0% |
| PJT PJT PARTNERS INC | 57.28K | 132.27K | +130.9% |
| RARE ULTRAGENYX… | 92.09K | 211.83K | +130.0% |
| HEI HEICO CORP NEW | 23.24K | 53.44K | +129.9% |
| GTM ZOOMINFO TECHNOLOGIES… | 192.43K | 439.35K | +128.3% |
| ZIM ZIM INTEGRATED SHIPPING… | 29.19K | 66.53K | +127.9% |
| UMAC UNUSUAL MACHS INC | 165.49K | 373.24K | +125.5% |
| ERAS ERASCA INC | 31.76K | 71.60K | +125.4% |
| SMMT SUMMIT THERAPEUTICS INC | 19.68K | 44.10K | +124.1% |
| SCZ ISHARES TR | 47.87K | 106.67K | +122.8% |
| HRI HERC HLDGS INC | 36.84K | 81.72K | +121.8% |
| BIL SPDR SERIES TRUST | 18.12K | 40.16K | +121.6% |
| WULF TERAWULF INC | 253.36K | 561.38K | +121.6% |
| DAN DANA INC | 102.54K | 226.69K | +121.1% |
| CBOE CBOE GLOBAL MKTS INC | 69.86K | 154.20K | +120.7% |
| AEM AGNICO EAGLE MINES LTD | 20.74K | 45.45K | +119.2% |
| CVBF CVB FINL CORP | 37.75K | 82.59K | +118.8% |
| BYD BOYD GAMING CORP | 199.75K | 436.76K | +118.7% |
| PRCT PROCEPT BIOROBOTICS CORP | 77.89K | 169.63K | +117.8% |
| FMX FOMENTO ECONOMICO… | 236.17K | 513.78K | +117.6% |
| XLK SELECT SECTOR SPDR TR | 2.42K | 5.25K | +116.8% |
| TX TERNIUM SA | 73.33K | 157.94K | +115.4% |
| NIO NIO INC | 11.64K | 24.87K | +113.7% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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