Diff de portefeuille
Sumitomo Mitsui Trust Group, Inc.
Q1 2026 ⇄ Q2 2026
+79Ajouté
−49Supprimé
200Redimensionné
60Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| MDLN MEDLINE INC-CL A | 26.45K | 817.72K | +2991.8% |
| FN FABRINET | 2.91K | 72.13K | +2382.0% |
| BKNG BOOKING HOLDINGS INC | 75.71K | 1.83M | +2321.8% |
| MTZ MASTEC INC | 9.07K | 124.28K | +1270.0% |
| URA GLOBAL X URANIUM ETF | 8.19K | 109.65K | +1238.2% |
| GDX VANECK GOLD MINERS ETF | 5.80K | 58.81K | +914.0% |
| KLAC KLA CORP | 315.86K | 3.16M | +901.7% |
| KT KT CORP-SP ADR | 12.15K | 79.86K | +557.2% |
| COPX GLOBAL X COPPER MINERS… | 4.00K | 22.28K | +457.0% |
| CVNA CARVANA CO | 289.77K | 1.49M | +414.8% |
| FTI TECHNIPFMC PLC | 186.26K | 944.72K | +407.2% |
| QQQ INVESCO QQQ TRUST… | 16.49K | 81.51K | +394.3% |
| DRS LEONARDO DRS INC | 7.19K | 22.71K | +215.9% |
| KBR KBR INC | 11.93K | 37.59K | +215.2% |
| WT WISDOMTREE INDIA… | 15.29K | 42.52K | +178.0% |
| MOG-A MOOG INC-CLASS A | 2.65K | 6.62K | +149.7% |
| TTAN SERVICETITAN INC-A | 3.29K | 6.97K | +111.7% |
| NOBL PROSHARES S&P 500… | 62.74K | 128.69K | +105.1% |
| KIM KIMCO REALTY CORP | 1.99M | 3.98M | +100.0% |
| RSP INVESCO S&P 500 EQUAL… | 329.70K | 4.68K | -98.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 209.99K | 5.77K | -97.3% |
| UHS UNIVERSAL HEALTH… | 125.51K | 5.59K | -95.5% |
| SOLV SOLVENTUM CORP | 321.15K | 18.85K | -94.1% |
| EQH EQUITABLE HOLDINGS INC | 637.08K | 59.09K | -90.7% |
| IT GARTNER INC | 177.39K | 16.75K | -90.6% |
| JKHY JACK HENRY & ASSOCIATES… | 164.70K | 16.94K | -89.7% |
| TTD TRADE DESK INC/THE… | 946.68K | 102.77K | -89.1% |
| GDDY GODADDY INC - CLASS A | 339.56K | 38.64K | -88.6% |
| HUBS HUBSPOT INC | 119.68K | 13.81K | -88.5% |
| IGIB ISHARES 5-10Y INV GRADE… | 170.00K | 20.00K | -88.2% |
| ESAB ESAB CORP | 7.54K | 13.24K | +75.6% |
| HRL HORMEL FOODS CORP | 947.23K | 235.48K | -75.1% |
| VSNT VERSANT MEDIA GROUP INC | 30.45K | 8.30K | -72.7% |
| DOCN DIGITALOCEAN HOLDINGS… | 17.50K | 4.86K | -72.2% |
| HII HUNTINGTON INGALLS… | 7.75K | 2.19K | -71.8% |
| PINS PINTEREST INC- CLASS A | 2.00M | 573.89K | -71.3% |
| BZ KANZHUN LTD - ADR | 2.93M | 846.89K | -71.1% |
| EWT ISHARES MSCI TAIWAN ETF | 36.77K | 62.74K | +70.6% |
| FRT FEDERAL REALTY INVS… | 438.55K | 130.63K | -70.2% |
| DD DUPONT DE NEMOURS INC | 895.97K | 277.08K | -69.1% |
| CURB CURBLINE PROPERTIES CORP | 324.15K | 103.04K | -68.2% |
| ROKU ROKU INC | 1.87M | 626.98K | -66.5% |
| REXR REXFORD INDUSTRIAL… | 1.26M | 2.09M | +66.5% |
| CR CRANE CO | 11.79K | 19.57K | +66.1% |
| WPM WHEATON PRECIOUS METALS… | 10.85K | 3.77K | -65.2% |
| EQX EQUINOX GOLD CORP | 147.97K | 243.47K | +64.5% |
| ET ENERGY TRANSFER LP | 88.00K | 32.00K | -63.6% |
| BIDU BAIDU INC - SPON ADR | 567.78K | 208.11K | -63.3% |
| KRG KITE REALTY GROUP TRUST | 1.82M | 675.96K | -62.9% |
| BABA ALIBABA GROUP… | 534.79K | 201.44K | -62.3% |
| BNTX BIONTECH SE-ADR | 77.69K | 32.21K | -58.5% |
| NXT NEXTPOWER INC-CL A | 3.35K | 5.29K | +57.7% |
| CGNX COGNEX CORP | 1.41M | 2.22M | +57.1% |
| HAS HASBRO INC | 17.60K | 7.84K | -55.4% |
| RL RALPH LAUREN CORP | 4.68K | 2.14K | -54.3% |
| SNDK SANDISK CORP | 40.44K | 61.88K | +53.0% |
| DVN DEVON ENERGY CORP | 1.69M | 2.54M | +50.0% |
| DOC HEALTHPEAK PROPERTIES… | 2.41M | 1.21M | -49.9% |
| ARE ALEXANDRIA REAL ESTATE… | 991.35K | 501.35K | -49.4% |
| HON HONEYWELL INTERNATIONAL… | 1.79M | 932.85K | -47.9% |
| NTLA INTELLIA THERAPEUTICS… | 1.97M | 2.90M | +46.9% |
| P EVERPURE INC-A | 1.77M | 945.79K | -46.7% |
| EAT BRINKER INTERNATIONAL… | 1.50K | 2.20K | +46.7% |
| REG REGENCY CENTERS CORP | 484.69K | 709.88K | +46.5% |
| SCHH SCHWAB US REIT ETF | 10.79K | 15.80K | +46.5% |
| SWKS SKYWORKS SOLUTIONS INC | 25.56K | 13.98K | -45.3% |
| AR ANTERO RESOURCES CORP | 12.40K | 18.00K | +45.2% |
| ASR GRUPO AEROPORTUARIO… | 3.91K | 5.66K | +44.8% |
| EMB ISHARES JP MORGAN USD… | 107.96K | 155.28K | +43.8% |
| FROG JFROG LTD | 1.59M | 894.88K | -43.8% |
| IONS IONIS PHARMACEUTICALS… | 81.88K | 47.84K | -41.6% |
| RMBS RAMBUS INC | 7.25K | 4.25K | -41.4% |
| ESRT EMPIRE STATE REALTY… | 4.91M | 6.91M | +40.8% |
| KDK KODIAK AI INC | 1.68M | 2.36M | +40.7% |
| DKNG DRAFTKINGS INC-CL A | 3.16M | 1.88M | -40.5% |
| BWA BORGWARNER INC | 47.84K | 29.21K | -39.0% |
| ALB ALBEMARLE CORP | 54.27K | 33.58K | -38.1% |
| WHD CACTUS INC - A | 21.22K | 13.31K | -37.3% |
| TPG TPG INC | 16.74K | 22.89K | +36.8% |
| GFI GOLD FIELDS LTD-SPONS… | 26.41K | 36.06K | +36.5% |
| SRTA STRATA CRITICAL MEDICAL… | 1.65M | 1.05M | -36.4% |
| GL GLOBE LIFE INC | 7.04K | 4.59K | -34.8% |
| TER TERADYNE INC | 1.70M | 1.12M | -34.4% |
| GFS GLOBALFOUNDRIES INC | 44.54K | 59.69K | +34.0% |
| UDR UDR INC | 2.16M | 1.43M | -33.8% |
| TWST TWIST BIOSCIENCE CORP | 1.50M | 1.00M | -33.1% |
| INR INFINITY NATURAL… | 65.74K | 87.04K | +32.4% |
| HBM HUDBAY MINERALS INC | 71.66K | 48.53K | -32.3% |
| IQV IQVIA HOLDINGS INC | 1.23M | 831.83K | -32.1% |
| REMX VANECK RAR EARTH ND… | 4.70K | 6.20K | +31.9% |
| PAYP PAYPAY CORP | 642.03K | 838.25K | +30.6% |
| COR CENCORA INC | 803.49K | 1.04M | +29.1% |
| HST HOST HOTELS & RESORTS… | 2.72M | 1.94M | -28.7% |
| RVTY REVVITY INC | 38.77K | 49.86K | +28.6% |
| GLD SPDR GOLD SHARES | 64.16K | 46.12K | -28.1% |
| STNE STONECO LTD-A | 499.41K | 359.25K | -28.1% |
| B BARRICK MINING CORP | 135.46K | 97.50K | -28.0% |
| LITE LUMENTUM HOLDINGS INC | 140.97K | 180.25K | +27.9% |
| BG BUNGE GLOBAL SA | 372.95K | 269.23K | -27.8% |
| SJNK SS SPDR BB ST HI YIELD… | 415.00K | 300.00K | -27.7% |
| VCYT VERACYTE INC | 1.06M | 768.95K | -27.2% |
| CCK CROWN HOLDINGS INC | 5.84K | 7.41K | +26.9% |
| INDV INDIVIOR… | 15.42K | 11.31K | -26.7% |
| NMIH NMI HOLDINGS INC | 9.70K | 12.28K | +26.6% |
| MIRM MIRUM PHARMACEUTICALS… | 2.92K | 2.15K | -26.4% |
| LXP LXP INDUSTRIAL TRUST | 1.16M | 857.58K | -26.0% |
| SPXC SPX TECHNOLOGIES INC | 1.11K | 1.39K | +25.9% |
| IRDM IRIDIUM COMMUNICATIONS… | 791.77K | 587.18K | -25.8% |
| ILPT INDUSTRIAL LOGISTICS… | 57.55K | 72.03K | +25.2% |
| SONY SONY GROUP CORP - SP ADR | 822.04K | 618.44K | -24.8% |
| KTOS KRATOS DEFENSE &… | 1.14M | 1.43M | +24.6% |
| CLH CLEAN HARBORS INC | 1.16K | 1.44K | +24.4% |
| SRLN SS BLACKSTONE SR LOAN… | 46.41K | 57.69K | +24.3% |
| TW TRADEWEB MARKETS… | 281.91K | 213.40K | -24.3% |
| ABSI ABSCI CORP | 1.35M | 1.03M | -23.8% |
| SCHD SCHWAB US DVD EQUITY ETF | 481.95K | 595.95K | +23.7% |
| ASTS AST SPACEMOBILE INC | 417.85K | 513.19K | +22.8% |
| PHYS SPROTT PHYSICAL GOLD… | 68.60K | 53.40K | -22.2% |
| GIS GENERAL MILLS INC | 1.46M | 1.14M | -21.9% |
| CCJ CAMECO CORP | 535.74K | 418.96K | -21.8% |
Comparaison brute du nombre d'actions entre les deux trimestres sélectionnés (tel que déclaré ; les divisions intervenues entre trimestres éloignés ne sont pas ajustées ici — les onglets de variation trimestrielle sur la page du gestionnaire sont ajustés pour les divisions). Positions en actions ordinaires avec tickers mappés uniquement.
Provenance: Les deux instantanés proviennent des tableaux d'information 13F analysés du gérant (dernières versions acceptées).
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