ポートフォリオ差分
State Board Of Administration Of Florida Retirement System
Q1 2026 ⇄ Q2 2026
+120追加済み
−46除外
200サイズ変更済み
667変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 28.61K | 668.88K | +2237.9% |
| CRWV COREWEAVE INC | 13.33K | 291.81K | +2089.6% |
| IREN IREN LIMITED | 18.65K | 273.88K | +1368.5% |
| SWBI SMITH & WESSON BRANDS… | 13.11K | 151.79K | +1057.8% |
| POWL POWELL INDS INC | 2.23K | 23.12K | +938.1% |
| KLAC KLA CORP | 115.19K | 1.12M | +875.0% |
| AVO MISSION PRODUCE INC | 13.86K | 98.66K | +611.8% |
| SKYW SKYWEST INC | 4.86K | 29.80K | +513.8% |
| BKKT BAKKT INC | 12.55K | 74.67K | +495.0% |
| PL PLANET LABS PBC | 54.56K | 308.75K | +465.9% |
| GCMG GCM GROSVENOR INC | 11.88K | 66.99K | +463.9% |
| ARKO ARKO CORP | 23.52K | 129.96K | +452.6% |
| WULF TERAWULF INC | 55.81K | 289.28K | +418.4% |
| CVNA CARVANA CO | 118.80K | 586.21K | +393.5% |
| SKWD SKYWARD SPECIALTY INS… | 6.81K | 31.27K | +359.1% |
| AAOI APPLIED OPTOELECTRONICS… | 15.04K | 61.81K | +311.0% |
| APLD APPLIED DIGITAL CORP | 50.78K | 205.59K | +304.8% |
| SMTC SEMTECH CORP | 19.66K | 78.25K | +298.0% |
| CACC CREDIT ACCEP CORP MICH | 2.07K | 8.20K | +296.7% |
| CTS CTS CORP | 8.97K | 34.62K | +286.0% |
| CPK CHESAPEAKE UTILS CORP | 1.95K | 7.52K | +285.6% |
| STNG SCORPIO TANKERS INC | 10.87K | 41.45K | +281.3% |
| FN FABRINET | 8.70K | 32.78K | +277.0% |
| DOCN DIGITALOCEAN HLDGS INC | 17.38K | 65.13K | +274.7% |
| DY DYCOM INDS INC | 5.50K | 20.58K | +274.4% |
| BE BLOOM ENERGY CORP | 63.01K | 232.78K | +269.5% |
| SITM SITIME CORP | 5.29K | 19.36K | +265.6% |
| MOD MODINE MFG CO | 12.28K | 44.51K | +262.4% |
| STRL STERLING INFRASTRUCTURE… | 7.45K | 26.91K | +261.3% |
| MITK MITEK SYS INC | 12.21K | 43.83K | +258.9% |
| NXT NEXTPOWER INC | 31.80K | 113.16K | +255.8% |
| GH GUARDANT HEALTH INC | 28.75K | 101.29K | +252.3% |
| ARWR ARROWHEAD… | 29.65K | 104.32K | +251.9% |
| IONQ IONQ INC | 92.63K | 324.51K | +250.3% |
| AVAV AEROVIRONMENT INC | 8.84K | 30.66K | +246.9% |
| AXSM AXSOME THERAPEUTICS INC. | 9.06K | 31.29K | +245.2% |
| OKLO OKLO INC | 36.38K | 125.33K | +244.5% |
| TTMI TTM TECHNOLOGIES INC | 26.57K | 88.61K | +233.5% |
| VICR VICOR CORP | 6.39K | 21.25K | +232.5% |
| BBIO BRIDGEBIO PHARMA INC | 33.39K | 109.13K | +226.8% |
| CDE COEUR MNG INC | 151.39K | 494.51K | +226.7% |
| KTOS KRATOS DEFENSE & SEC… | 39.62K | 129.19K | +226.1% |
| CRDO CREDO TECHNOLOGY GROUP… | 44.89K | 144.31K | +221.5% |
| FORM FORMFACTOR INC | 19.01K | 61.00K | +220.9% |
| RMBS RAMBUS INC DEL | 26.58K | 84.93K | +219.5% |
| PLOW DOUGLAS DYNAMICS INC | 6.44K | 20.36K | +216.3% |
| DIOD DIODES INC | 12.79K | 38.45K | +200.6% |
| MDGL MADRIGAL… | 4.67K | 14.00K | +199.5% |
| INSW INTERNATIONAL SEAWAYS… | 10.94K | 31.69K | +189.6% |
| YOU CLEAR SECURE INC | 23.80K | 68.77K | +189.0% |
| IESC IES HOLDINGS INC | 2.64K | 7.50K | +184.5% |
| ECHO ECHOSTAR CORP | 39.70K | 112.73K | +183.9% |
| VECO VEECO INSTRS INC DEL | 14.53K | 40.58K | +179.3% |
| AEIS ADVANCED ENERGY INDS | 11.37K | 31.38K | +176.0% |
| SPXC SPX TECHNOLOGIES INC | 11.54K | 31.39K | +172.1% |
| VIAV VIAVI SOLUTIONS INC | 64.73K | 175.88K | +171.7% |
| MTRN MATERION CORP | 4.27K | 11.18K | +161.8% |
| ANF ABERCROMBIE & FITCH CO | 10.96K | 28.54K | +160.5% |
| CIFR CIPHER DIGITAL INC | 59.58K | 154.80K | +159.8% |
| POWI POWER INTEGRATIONS INC | 16.28K | 39.99K | +145.6% |
| HTH HILLTOP HLDGS INC | 13.33K | 32.73K | +145.5% |
| ENSG ENSIGN GROUP INC | 15.19K | 36.35K | +139.3% |
| PRIM PRIMORIS SVCS CORP | 14.30K | 33.59K | +135.0% |
| ARCB ARCBEST CORP | 4.36K | 10.19K | +134.0% |
| BFH BREAD FINANCIAL… | 10.61K | 24.18K | +127.9% |
| ALNT ALLIENT INC | 3.97K | 9.00K | +126.8% |
| WCN WASTE CONNECTIONS INC | 14.55K | 32.21K | +121.4% |
| MGNI MAGNITE INC | 38.23K | 84.63K | +121.4% |
| UNIT UNITI GROUP LLC | 48.12K | 106.14K | +120.6% |
| CWEN CLEARWAY ENERGY INC | 29.97K | 65.47K | +118.5% |
| APPN APPIAN CORP | 11.71K | 24.96K | +113.1% |
| MLAB MESA LABS INC | 2.56K | 5.45K | +112.4% |
| BANC BANC OF CALIFORNIA INC | 46.35K | 96.61K | +108.4% |
| WINA WINMARK CORP | 1.26K | 2.62K | +108.0% |
| MLKN MILLERKNOLL INC | 21.69K | 45.04K | +107.7% |
| KURA KURA ONCOLOGY INC | 22.68K | 45.64K | +101.2% |
| CXW CORECIVIC INC | 44.66K | 89.05K | +99.4% |
| PDFS PDF SOLUTIONS INC | 8.99K | 17.82K | +98.3% |
| CRCL CIRCLE INTERNET GROUP… | 76.88K | 152.32K | +98.1% |
| ALHC ALIGNMENT HEALTHCARE INC | 24.33K | 47.31K | +94.5% |
| CXM SPRINKLR INC | 295.74K | 29.44K | -90.0% |
| SIGA SIGA TECHNOLOGIES INC | 131.63K | 13.36K | -89.9% |
| PRVA PRIVIA HEALTH GROUP INC | 39.02K | 73.36K | +88.0% |
| KGS KODIAK GAS SVCS INC | 4.28K | 8.03K | +87.5% |
| TNDM TANDEM DIABETES CARE INC | 18.55K | 34.63K | +86.7% |
| MAN MANPOWERGROUP INC WIS | 45.00K | 6.78K | -84.9% |
| DJT TRUMP MEDIA &… | 123.72K | 19.21K | -84.5% |
| OIS OIL STS INTL INC | 222.79K | 34.75K | -84.4% |
| NUS NU SKIN ENTERPRISES INC | 144.60K | 23.02K | -84.1% |
| GIII G III APPAREL GROUP LTD | 73.55K | 12.02K | -83.7% |
| GLUE MONTE ROSA THERAPEUTICS… | 14.95K | 27.40K | +83.3% |
| BTSG BRIGHTSPRING HEALTH… | 14.08K | 25.81K | +83.3% |
| HLMN HILLMAN SOLUTIONS CORP | 329.71K | 55.76K | -83.1% |
| WLY WILEY JOHN & SONS INC | 11.95K | 21.77K | +82.3% |
| ORKA ORUKA THERAPEUTICS INC | 6.69K | 12.15K | +81.7% |
| CVLG COVENANT LOGISTICS… | 38.12K | 7.01K | -81.6% |
| CBT CABOT CORP | 13.90K | 25.16K | +81.0% |
| DVN DEVON ENERGY CORP NEW | 578.67K | 1.04M | +80.5% |
| TRN TRINITY INDS INC | 35.88K | 64.53K | +79.9% |
| SAFE SAFEHOLD INC | 12.65K | 22.65K | +79.1% |
| UFPT UFP TECHNOLOGIES INC | 2.80K | 5.01K | +78.9% |
| ACCO ACCO BRANDS CORP | 54.19K | 96.37K | +77.8% |
| BCPC BALCHEM CORP | 10.11K | 17.97K | +77.7% |
| KOP KOPPERS HOLDINGS INC | 24.57K | 5.70K | -76.8% |
| SANM SANMINA CORP | 23.57K | 41.42K | +75.7% |
| ASH ASHLAND INC | 45.99K | 11.20K | -75.6% |
| CECO CECO ENVIRONMENTAL CORP | 8.51K | 14.86K | +74.7% |
| HUN HUNTSMAN CORP | 201.98K | 52.23K | -74.1% |
| PBI PITNEY BOWES INC | 51.97K | 90.34K | +73.8% |
| GLOB GLOBANT S A | 38.88K | 10.23K | -73.7% |
| WEN WENDYS CO | 196.60K | 51.95K | -73.6% |
| FMC FMC CORP | 99.41K | 26.72K | -73.1% |
| VOYG VOYAGER TECHNOLOGIES INC | 9.31K | 16.09K | +72.9% |
| APAM ARTISAN PARTNERS ASSET… | 64.16K | 17.50K | -72.7% |
| HRI HERC HLDGS INC | 5.38K | 9.29K | +72.7% |
| LTH LIFE TIME GROUP… | 12.76K | 22.02K | +72.6% |
| RARE ULTRAGENYX… | 93.83K | 25.73K | -72.6% |
| PK PARK HOTELS & RESORTS… | 272.48K | 76.49K | -71.9% |
| PENG PENGUIN SOLUTIONS INC | 13.79K | 23.70K | +71.9% |
| NSSC NAPCO SEC TECHNOLOGIES… | 32.13K | 9.09K | -71.7% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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