So sánh danh mục
Soros Fund Management
Q1 2026 ⇄ Q2 2026
+86Đã thêm
−82Đã loại bỏ
120Đã điều chỉnh kích thước
30Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| ETR ENTERGY CORP NEW | 77.18K | 913.91K | +1084.2% |
| DLR DIGITAL RLTY TR INC | 57.42K | 539.62K | +839.8% |
| MU MICRON TECHNOLOGY INC | 2.82K | 22.42K | +694.0% |
| FPS FORGENT POWER SOLUTIONS… | 102.20K | 629.11K | +515.6% |
| SPGI S&P GLOBAL INC | 16.53K | 100.83K | +509.9% |
| PPL PPL CORP | 117.20K | 607.31K | +418.2% |
| RUN SUNRUN INC | 19.50K | 100.00K | +412.8% |
| SRE SEMPRA | 108.57K | 441.11K | +306.3% |
| MWH SOLV ENERGY INC | 140.50K | 436.66K | +210.8% |
| SNOW SNOWFLAKE INC | 47.82K | 136.57K | +185.6% |
| CORZW CORE SCIENTIFIC INC NEW | 874.28K | 2.23M | +155.6% |
| LGN LEGENCE CORP | 132.65K | 328.00K | +147.3% |
| MTZ MASTEC INC | 3.93K | 8.28K | +110.5% |
| VST VISTRA CORP | 244.31K | 4.22K | -98.3% |
| GFL GFL ENVIRONMENTAL INC | 530.18K | 9.29K | -98.2% |
| UNH UNITEDHEALTH GROUP INC | 64.99K | 3.88K | -94.0% |
| MTRN MATERION CORP | 21.14K | 1.44K | -93.2% |
| TPX SOMNIGROUP… | 178.80K | 13.54K | -92.4% |
| DDOG DATADOG INC | 101.35K | 9.66K | -90.5% |
| FIGR FIGURE TECHNOLOGY… | 1.00M | 100.00K | -90.0% |
| CORZ CORE SCIENTIFIC INC NEW | 329.42K | 35.15K | -89.3% |
| WIX WIX COM LTD | 250.00K | 35.00K | -86.0% |
| ADEA ADEIA INC | 50.27K | 11.09K | -77.9% |
| PONY PONY AI INC | 1.29M | 302.80K | -76.6% |
| IBKR INTERACTIVE BROKERS… | 645.34K | 151.47K | -76.5% |
| BILL BILL HOLDINGS INC | 106.92K | 25.66K | -76.0% |
| WWD WOODWARD INC | 99.83K | 24.85K | -75.1% |
| RDNT RADNET INC | 438.45K | 116.59K | -73.4% |
| APO APOLLO GLOBAL MGMT INC | 131.35K | 35.00K | -73.4% |
| ARES ARES MANAGEMENT… | 196.05K | 54.03K | -72.4% |
| UBER UBER TECHNOLOGIES INC | 314.21K | 90.34K | -71.2% |
| BX BLACKSTONE INC | 173.49K | 51.08K | -70.6% |
| AS AMER SPORTS INC | 40.58K | 12.71K | -68.7% |
| NOW SERVICENOW INC | 154.35K | 48.57K | -68.5% |
| RUSHA RUSH ENTERPRISES INC | 13.94K | 4.57K | -67.2% |
| TNC TENNANT CO | 26.01K | 8.54K | -67.2% |
| CRBG COREBRIDGE FINL INC | 2.13M | 733.79K | -65.6% |
| STLA STELLANTIS N.V | 378.74K | 132.83K | -64.9% |
| BKU BANKUNITED INC | 31.34K | 11.16K | -64.4% |
| CPNG COUPANG INC | 73.07K | 26.15K | -64.2% |
| KKR KKR & CO INC | 244.69K | 88.72K | -63.7% |
| TSLA TESLA INC | 53.09K | 86.85K | +63.6% |
| NET CLOUDFLARE INC | 10.78K | 4.47K | -58.6% |
| WBS WEBSTER FINL CORP | 711.79K | 1.11M | +56.4% |
| SPSB SPDR SERIES TRUST | 30.27K | 46.98K | +55.2% |
| RDDT REDDIT INC | 24.07K | 11.00K | -54.3% |
| BG BUNGE GLOBAL SA | 68.73K | 33.05K | -51.9% |
| OWL BLUE OWL CAPITAL INC | 2.02M | 973.50K | -51.8% |
| HON HONEYWELL INTL INC | 358.05K | 174.03K | -51.4% |
| HUM HUMANA INC | 67.64K | 33.23K | -50.9% |
| CRS CARPENTER TECHNOLOGY… | 8.44K | 4.31K | -48.9% |
| USAR USA RARE EARTH INC | 20.99K | 31.22K | +48.7% |
| TE T1 ENERGY INC | 88.36K | 45.98K | -48.0% |
| INGM INGRAM MICRO HLDG CORP | 400.00K | 208.60K | -47.9% |
| DASH DOORDASH INC | 170.16K | 249.90K | +46.9% |
| AMD ADVANCED MICRO DEVICES… | 34.65K | 50.76K | +46.5% |
| ITRI ITRON INC | 777.34K | 1.14M | +46.4% |
| ANDG ANDERSEN GROUP INC | 50.00K | 72.60K | +45.2% |
| PI IMPINJ INC | 3.88K | 2.13K | -45.1% |
| JAN JANUS LIVING INC | 228.77K | 326.32K | +42.6% |
| NATL NCR ATLEOS CORPORATION | 730.35K | 1.03M | +41.5% |
| SW SMURFIT WESTROCK PLC | 2.52M | 1.51M | -40.0% |
| AMZN AMAZON COM INC | 1.95M | 1.18M | -39.2% |
| ALLY ALLY FINL INC | 725.27K | 442.34K | -39.0% |
| ATI ATI INC | 52.83K | 73.34K | +38.8% |
| HUN HUNTSMAN CORP | 41.01K | 56.76K | +38.4% |
| ETSY ETSY INC | 215.00K | 297.00K | +38.1% |
| VRSK VERISK ANALYTICS INC | 53.45K | 33.27K | -37.8% |
| META META PLATFORMS INC | 34.61K | 21.78K | -37.1% |
| WBD WARNER BROS DISCOVERY… | 1.09M | 1.49M | +36.3% |
| RBC RBC BEARINGS INC | 4.88K | 6.61K | +35.6% |
| NEE NEXTERA ENERGY INC | 1.20M | 1.63M | +35.6% |
| MCB METROPOLITAN BK HLDG… | 75.00K | 50.00K | -33.3% |
| BHF BRIGHTHOUSE FINL INC | 846.79K | 1.12M | +31.8% |
| CRWV COREWEAVE INC | 439.36K | 300.00K | -31.7% |
| MDLN MEDLINE INC | 1.29M | 1.64M | +27.3% |
| GLXY GALAXY DIGITAL INC. | 271.91K | 204.48K | -24.8% |
| SARO STANDARDAERO INC | 700.00K | 526.44K | -24.8% |
| VSEC VSE CORP | 157.20K | 120.33K | -23.5% |
| EME EMCOR GROUP INC | 328 | 259 | -21.0% |
| LCID LUCID GROUP INC | 173.00K | 205.47K | +18.8% |
| COF CAPITAL ONE FINL CORP | 180.10K | 147.06K | -18.3% |
| TPG TPG INC | 172.84K | 204.49K | +18.3% |
| J JACOBS SOLUTIONS INC | 2.53K | 2.08K | -17.6% |
| BGC BGC GROUP INC | 4.20M | 3.48M | -17.1% |
| ULS UL SOLUTIONS INC | 395.00K | 333.96K | -15.5% |
| LITE LUMENTUM HLDGS INC | 21.38M | 18.26M | -14.6% |
| TEAM ATLASSIAN CORPORATION | 535.51K | 459.15K | -14.3% |
| KVUE KENVUE INC | 3.16M | 2.75M | -13.0% |
| GTLS CHART INDS INC | 470.10K | 416.23K | -11.5% |
| EVGO EVGO INC | 6.04M | 5.35M | -11.4% |
| MSFT MICROSOFT CORP | 211.97K | 189.97K | -10.4% |
| AMTM AMENTUM HOLDINGS INC | 107.61K | 118.28K | +9.9% |
| RH CRH PLC | 115.03K | 123.94K | +7.8% |
| CG CARLYLE GROUP INC | 244.99K | 226.77K | -7.4% |
| AVGO BROADCOM INC | 155.11K | 165.25K | +6.5% |
| CMS CMS ENERGY CORP | 1.03M | 970.36K | -6.2% |
| AAMI ACADIAN ASSET… | 648.81K | 610.25K | -5.9% |
| AAPL APPLE INC | 500.53K | 529.54K | +5.8% |
| ITT ITT INC | 89.74K | 84.74K | -5.6% |
| SUNB SUNBELT RENTALS… | 546.11K | 516.03K | -5.5% |
| IDA IDACORP INC | 577.29K | 546.09K | -5.4% |
| XEL XCEL ENERGY INC | 508.44K | 533.32K | +4.9% |
| CX CEMEX SA EURO MTN BE… | 2.99M | 3.14M | +4.9% |
| TKO TKO GROUP HOLDINGS INC | 604.24K | 578.16K | -4.3% |
| GOOGL ALPHABET INC | 573.93K | 596.29K | +3.9% |
| AIG AMERICAN INTL GROUP INC | 149.93K | 144.41K | -3.7% |
| CFG CITIZENS FINL GROUP INC | 298.51K | 287.54K | -3.7% |
| WEC WEC ENERGY GROUP INC | 512.75K | 528.37K | +3.0% |
| NFLX NETFLIX INC. | 47.88K | 46.45K | -3.0% |
| LIN LINDE PLC | 259.93K | 267.35K | +2.9% |
| JNJ JOHNSON & JOHNSON | 34.85K | 34.02K | -2.4% |
| HTO H2O AMERICA | 1.23M | 1.25M | +2.1% |
| CNM CORE & MAIN INC | 232.44K | 236.43K | +1.7% |
| POR PORTLAND GEN ELEC CO | 506.33K | 500.00K | -1.2% |
| NVDA NVIDIA CORPORATION | 1.07M | 1.06M | -0.8% |
| NP NEPTUNE INS HLDGS INC | 171.00K | 172.28K | +0.7% |
| EA ELECTRONIC ARTS INC | 965.79K | 970.99K | +0.5% |
| TSM TAIWAN SEMICONDUCTOR… | 522.32K | 522.16K | 0.0% |
| ES EVERSOURCE ENERGY | 14.89K | 14.89K | 0.0% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý