Portfolio diff
Sei Investments Co
Q1 2026 ⇄ Q2 2026
+150Added
−150Removed
200Resized
165Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| WOLF WOLFSPEED INC | 3 | 34.80K | +1159866.7% |
| TBRG TRUBRIDGE INC | 40 | 26.47K | +66072.5% |
| FI FISERV INC | 7.25K | 508.42K | +6911.7% |
| IREN IREN LIMITED | 6.03K | 183.77K | +2945.6% |
| STM STMICROELECTRONICS N V | 29.32K | 686.30K | +2240.3% |
| CRWV COREWEAVE INC | 2.87K | 49.80K | +1638.2% |
| CCL CARNIVAL CORP LTD | 264.49K | 4.55M | +1620.8% |
| RUN SUNRUN INC | 85.32K | 1.25M | +1365.1% |
| PGEN PRECIGEN INC | 9.96K | 125.04K | +1156.0% |
| SAIL SAILPOINT INC | 71.39K | 788.90K | +1005.1% |
| KLAC KLA CORP | 78.06K | 789.19K | +911.1% |
| UWMC UWM HOLDINGS CORPORATION | 15.69K | 155.80K | +892.9% |
| BKNG BOOKING HOLDINGS INC | 68.44K | 666.23K | +873.4% |
| BNED BARNES & NOBLE ED INC | 11.52K | 101.31K | +779.9% |
| GGB GERDAU SA | 1.08M | 9.22M | +754.6% |
| ALTO ALTO INGREDIENTS INC | 11.93K | 100.88K | +745.4% |
| SPRY ARS PHARMACEUTICALS INC | 12.98K | 104.64K | +706.0% |
| CERS CERUS CORP | 34.68K | 274.63K | +692.0% |
| JBS JBS N.V. | 22.29K | 169.09K | +658.7% |
| CLS CELESTICA INC | 34.22K | 239.01K | +598.5% |
| ILPT INDUSTRIAL LOGISTICS… | 15.35K | 106.08K | +591.2% |
| MGK VANGUARD WORLD FD | 698 | 4.61K | +560.3% |
| ARWR ARROWHEAD… | 32.00K | 200.00K | +525.0% |
| WEC WEC ENERGY GROUP INC | 106.00K | 657.88K | +520.6% |
| VUG VANGUARD INDEX FDS | 1.47M | 8.98M | +509.9% |
| PAYS PAYSIGN INC | 28.49K | 170.59K | +498.8% |
| DUOL DUOLINGO INC | 8.26K | 46.03K | +457.4% |
| MNDY MONDAY COM LTD | 5.84K | 31.90K | +446.6% |
| CELC CELCUITY INC | 9.02K | 48.73K | +440.1% |
| MGNX MACROGENICS INC | 31.32K | 164.70K | +425.9% |
| BDN BRANDYWINE RLTY TR | 15.64K | 79.17K | +406.3% |
| COUR COURSERA INC | 17.42K | 85.77K | +392.4% |
| IVV ISHARES TR | 8.93K | 43.87K | +391.3% |
| SEDG SOLAREDGE TECHNOLOGIES… | 13.51K | 65.07K | +381.7% |
| VO VANGUARD INDEX FDS | 4.48K | 21.51K | +380.0% |
| SBS COMPANHIA DE SANEAMENTO… | 48.62K | 233.09K | +379.4% |
| ARRY ARRAY TECHNOLOGIES INC | 18.71K | 83.83K | +348.0% |
| BLZE BACKBLAZE INC | 17.34K | 76.15K | +339.1% |
| PBI PITNEY BOWES INC | 18.25K | 78.70K | +331.3% |
| BIRK BIRKENSTOCK HOLDING PLC | 13.60K | 57.47K | +322.7% |
| FRO FRONTLINE PLC | 26.59K | 112.36K | +322.6% |
| ESTC ELASTIC N V | 23.59K | 96.66K | +309.7% |
| AMRZ AMRIZE LTD | 79.94K | 322.01K | +302.8% |
| AVAV AEROVIRONMENT INC | 35.81K | 144.02K | +302.1% |
| SFL SFL CORPORATION LTD | 16.57K | 66.26K | +299.9% |
| IBEX IBEX LTD | 21.24K | 84.30K | +296.9% |
| SITM SITIME CORP | 27.23K | 104.98K | +285.6% |
| RMNI RIMINI STR INC DEL | 32.01K | 119.00K | +271.7% |
| SHO SUNSTONE HOTEL INVS INC… | 36.69K | 132.55K | +261.3% |
| RCAT RED CAT HLDGS INC | 177.85K | 635.94K | +257.6% |
| TUYA TUYA INC | 18.55K | 66.19K | +256.9% |
| NUVB NUVATION BIO INC | 43.20K | 152.63K | +253.3% |
| STX SEAGATE TECHNOLOGY… | 61.00K | 214.17K | +251.1% |
| INN SUMMIT HOTEL PPTYS | 16.46K | 56.32K | +242.1% |
| NIQ NIQ GLOBAL INTELLIGENCE… | 99.19K | 339.13K | +241.9% |
| CVNA CARVANA CO | 79.73K | 272.33K | +241.6% |
| UI UBIQUITI INC | 741 | 2.52K | +239.8% |
| LFMD LIFEMD INC | 40.95K | 138.97K | +239.4% |
| TNXP TONIX PHARMACEUTICALS… | 10.97K | 36.47K | +232.4% |
| LBTYA LIBERTY GLOBAL LTD | 169.95K | 564.38K | +232.1% |
| AI C3 AI INC | 12.24K | 40.30K | +229.3% |
| F FORD MTR CO | 1.06M | 3.47M | +228.2% |
| OMDA OMADA HEALTH INC | 15.57K | 50.94K | +227.2% |
| FINV FINVOLUTION GROUP | 69.02K | 223.03K | +223.1% |
| KGS KODIAK GAS SVCS INC | 40.50K | 129.60K | +220.0% |
| EQPT EQUIPMENTSHARE COM INC | 17.67K | 56.43K | +219.4% |
| AAL AMERICAN AIRLINES GROUP… | 298.58K | 952.16K | +218.9% |
| BOOT BOOT BARN HLDGS INC | 59.47K | 186.22K | +213.1% |
| SARO STANDARDAERO INC | 1.44M | 4.34M | +201.6% |
| ANET ARISTA NETWORKS INC | 495.69K | 1.48M | +199.5% |
| MSCI MSCI INC | 101.18K | 302.67K | +199.1% |
| EL LAUDER ESTEE COS INC | 53.48K | 154.00K | +188.0% |
| PRLB PROTO LABS INC | 7.66K | 21.94K | +186.6% |
| VC VISTEON CORP | 55.84K | 159.17K | +185.0% |
| NWBI NORTHWEST BANCSHARES INC | 24.27K | 68.16K | +180.9% |
| BULL WEBULL CORP | 45.27K | 125.92K | +178.2% |
| ELY CALLAWAY GOLF CO | 17.99K | 49.97K | +177.8% |
| TRMK TRUSTMARK CORP | 4.41K | 12.12K | +174.9% |
| CWEN CLEARWAY ENERGY INC | 13.38K | 36.49K | +172.7% |
| RUSHA RUSH ENTERPRISES INC | 89.42K | 243.11K | +171.9% |
| SII SPROTT INC | 3.50K | 9.50K | +171.8% |
| VIR VIR BIOTECHNOLOGY INC | 35.16K | 93.29K | +165.3% |
| CTS CTS CORP | 65.03K | 171.84K | +164.3% |
| PGNY PROGYNY INC | 42.48K | 111.02K | +161.3% |
| CMS CMS ENERGY CORP | 50.92K | 132.14K | +159.5% |
| SABR SABRE CORP | 109.88K | 284.46K | +158.9% |
| LMRI LUMEXA IMAGING HOLDINGS… | 86.52K | 222.91K | +157.6% |
| AMX AMERICA MOVIL SAB DE CV | 226.18K | 578.01K | +155.6% |
| POWL POWELL INDS INC | 15.98K | 40.29K | +152.2% |
| DHC DIVERSIFIED HEALTHCARE… | 93.29K | 233.04K | +149.8% |
| CAPL CROSSAMERICA PARTNERS LP | 13.40K | 33.34K | +148.7% |
| DVA DAVITA INC | 16.03K | 39.85K | +148.6% |
| PLGO PELAGOS INS CAP LTD | 10.48K | 25.85K | +146.8% |
| HOOD ROBINHOOD MKTS INC | 285.50K | 701.63K | +145.8% |
| ACVA ACV AUCTIONS INC | 151.09K | 370.21K | +145.0% |
| KVHI KVH INDS INC | 23.76K | 57.99K | +144.1% |
| AXON AXON ENTERPRISE INC | 106.06K | 258.37K | +143.6% |
| HTFL HEARTFLOW INC | 67.05K | 163.01K | +143.1% |
| NVO NOVO-NORDISK A S | 284.24K | 686.96K | +141.7% |
| OSW ONESPAWORLD HOLDINGS… | 78.20K | 186.57K | +138.6% |
| IWF ISHARES TR | 47.57K | 112.38K | +136.3% |
| JAN JANUS LIVING INC | 101.19K | 237.97K | +135.2% |
| CLOV CLOVER HEALTH… | 88.70K | 205.78K | +132.0% |
| PJT PJT PARTNERS INC | 57.15K | 131.97K | +130.9% |
| FPS FORGENT POWER SOLUTIONS… | 85.92K | 198.27K | +130.8% |
| RARE ULTRAGENYX… | 91.97K | 211.71K | +130.2% |
| AEM AGNICO EAGLE MINES LTD | 18.98K | 43.65K | +129.9% |
| BYD BOYD GAMING CORP | 171.90K | 394.34K | +129.4% |
| MCO MOODYS CORP | 61.08K | 140.05K | +129.3% |
| CORT CORCEPT THERAPEUTICS INC | 27.23K | 62.22K | +128.5% |
| ZIM ZIM INTEGRATED SHIPPING… | 29.14K | 66.44K | +128.0% |
| UMAC UNUSUAL MACHS INC | 165.49K | 373.24K | +125.5% |
| CVBF CVB FINL CORP | 35.58K | 80.23K | +125.5% |
| ERAS ERASCA INC | 31.63K | 71.09K | +124.7% |
| SCZ ISHARES TR | 47.23K | 105.86K | +124.1% |
| HRI HERC HLDGS INC | 36.31K | 81.29K | +123.9% |
| CRI CARTERS INC | 9.30K | 20.64K | +121.9% |
| BIL SPDR SERIES TRUST | 18.12K | 40.16K | +121.6% |
| SRAD SPORTRADAR GROUP AG | 103.07K | 227.46K | +120.7% |
| SNDK SANDISK CORP | 36.44K | 80.17K | +120.0% |
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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