Portfolio-Diff
Swedbank AB
Q1 2026 ⇄ Q2 2026
+41Hinzugefügt
−30Entfernt
200Angepasst
160Unverändert
Hinzugefügt (Q2 2026)
Entfernt (wurde gehalten in Q1 2026)
Angepasste Positionen
| Wertpapier | Q1 2026 Anteile | Q2 2026 Anteile | Änderung |
|---|---|---|---|
| CF CF INDUSTRIES HOLD | 20 | 423.76K | +2118695.0% |
| MCK MCKESSON CORP | 50 | 790.90K | +1581708.0% |
| BBY BEST BUY INC | 41 | 368.78K | +899370.7% |
| ACN ACCENTURE PLC IRELAND | 130 | 1.12M | +864653.8% |
| FN FABRINET | 5 | 24.80K | +495900.0% |
| AGCO AGCO CORP | 100 | 385.70K | +385600.0% |
| ALNY ALNYLAM PHARMACEUTICALS… | 20 | 61.89K | +309370.0% |
| STT STATE STR CORP | 50 | 145.36K | +290616.0% |
| GOOG ALPHABET INC | 6.41K | 9.63M | +150060.4% |
| HEI HEICO CORP NEW | 42 | 27.60K | +65614.3% |
| DPZ DOMINOS PIZZA INC | 3 | 730 | +24233.3% |
| ILMN ILLUMINA INC | 135 | 28.97K | +21357.0% |
| BKNG BOOKING HOLDINGS INC | 16 | 426 | +2562.5% |
| LITE LUMENTUM HLDGS INC | 10 | 204 | +1940.0% |
| CDNS CADENCE DESIGN SYSTEM… | 4 | 64 | +1500.0% |
| KLAC KLA CORP | 83 | 990 | +1092.8% |
| SNDK SANDISK CORP | 61 | 639 | +947.5% |
| FLS FLOWSERVE CORP | 300.24K | 2.15M | +616.6% |
| NEE NEXTERA ENERGY INC | 152 | 1.04K | +586.8% |
| ASTS AST SPACEMOBILE INC | 296 | 1.84K | +523.0% |
| NOW SERVICENOW INC | 1.27K | 7.40K | +480.7% |
| CVNA CARVANA CO | 76.69K | 379.18K | +394.4% |
| FITB FIFTH THIRD BANCORP | 281.11K | 1.39M | +394.1% |
| EL LAUDER ESTEE COS INC | 52.07K | 253.75K | +387.3% |
| EAT BRINKER INTL INC | 27.00K | 131.00K | +385.2% |
| CRWV COREWEAVE INC | 241 | 1.16K | +380.5% |
| TOST TOAST INC | 8.32K | 37.84K | +354.9% |
| TPR TAPESTRY INC | 14 | 62 | +342.9% |
| MRCY MERCURY SYS INC | 55.26K | 244.30K | +342.1% |
| MS MORGAN STANLEY | 14 | 61 | +335.7% |
| PWR QUANTA SVCS INC | 10 | 42 | +320.0% |
| RKLB ROCKET LAB CORP | 200 | 819 | +309.5% |
| LULU LULULEMON ATHLETICA INC | 3 | 12 | +300.0% |
| TYL TYLER TECHNOLOGIES INC | 5.53K | 20.89K | +277.7% |
| BR BROADRIDGE FINL… | 31.91K | 106.99K | +235.3% |
| ARES ARES MANAGEMENT… | 10.86K | 36.41K | +235.2% |
| ECHO ECHOSTAR CORP | 45 | 150 | +233.3% |
| IONS IONIS PHARMACEUTICALS… | 32.25K | 95.67K | +196.6% |
| ABT ABBOTT LABORATORIES | 51 | 151 | +196.1% |
| XENE XENON PHARMACEUTICALS… | 26.20K | 76.30K | +191.2% |
| GNRC GENERAC HLDGS INC | 38.82K | 113.00K | +191.1% |
| INDV INDIVIOR… | 95.00K | 249.00K | +162.1% |
| WMS ADVANCED DRAIN SYS INC… | 164.96K | 410.66K | +148.9% |
| TW TRADEWEB MKTS INC | 18.25K | 45.02K | +146.7% |
| EXPD EXPEDITORS INTL WASH INC | 11.71K | 28.88K | +146.6% |
| HEI-A HEICO CORP NEW | 30.60K | 75.10K | +145.4% |
| ROST ROSS STORES INC | 57.77K | 131.59K | +127.8% |
| FTAI FTAI AVIATION LTD | 27.66K | 61.01K | +120.6% |
| PG PROCTER & GAMBLE CO | 541 | 1.19K | +120.1% |
| IOT SAMSARA INC | 25.43K | 53.09K | +108.7% |
| UNFI UNITED NAT FOODS INC | 216.00K | 446.00K | +106.5% |
| FSS FEDERAL SIGNAL CORP | 23.71K | 48.85K | +106.0% |
| RNW RENEW ENERGY GLOBAL PLC | 802.40K | 1.64M | +104.2% |
| ETN EATON CORP PLC | 764.76K | 10 | -100.0% |
| ANET ARISTA NETWORKS INC | 6.43M | 90 | -100.0% |
| DD DUPONT DE NEMOURS INC | 325.77K | 5 | -100.0% |
| STX SEAGATE TECHNOLOGY… | 704.58K | 14 | -100.0% |
| RGLD ROYAL GOLD INC | 522.08K | 25 | -100.0% |
| CIEN CIENA CORP | 99.69K | 5 | -100.0% |
| EBAY EBAY INC. | 1.58M | 100 | -100.0% |
| CB CHUBB LIMITED | 208.22K | 30 | -100.0% |
| SITM SITIME CORP | 44.20K | 10 | -100.0% |
| TSEM TOWER SEMICONDUCTOR LTD | 80.50K | 20 | -100.0% |
| HWM HOWMET AEROSPACE INC | 360.19K | 100 | -100.0% |
| PRU PRUDENTIAL FINL INC | 324.98K | 100 | -100.0% |
| NVT NVENT ELEC PLC | 854.04K | 322 | -100.0% |
| TRMB TRIMBLE INC | 553.85K | 300 | -99.9% |
| TER TERADYNE INC | 54.34K | 50 | -99.9% |
| FIX COMFORT SYS USA INC | 15.67K | 15 | -99.9% |
| DAL DELTA AIR LINES INC | 104.14K | 200 | -99.8% |
| ONTO ONTO INNOVATION INC | 44.60K | 100 | -99.8% |
| MTSI MACOM TECH SOLUTIONS… | 58.81K | 150 | -99.7% |
| JBHT HUNT J B TRANS SVCS INC | 30.10K | 85 | -99.7% |
| AVAV AEROVIRONMENT INC | 273.35K | 820 | -99.7% |
| COHR COHERENT CORP | 48.50K | 158 | -99.7% |
| GLW CORNING INC | 833 | 3 | -99.6% |
| STRL STERLING INFRASTRUCTURE… | 16.00K | 80 | -99.5% |
| VIAV VIAVI SOLUTIONS INC | 180.50K | 1.50K | -99.2% |
| NBIS NEBIUS GROUP N.V. | 57.10K | 610 | -98.9% |
| IT GARTNER INC | 42.88K | 549 | -98.7% |
| OXY OCCIDENTAL PETE CORP | 4.86K | 109 | -97.8% |
| PTC PTC INC | 155 | 5 | -96.8% |
| SNPS SYNOPSYS INC | 417 | 17 | -95.9% |
| PLTR PALANTIR TECHNOLOGIES… | 3.03K | 5.92K | +95.5% |
| COO COOPER COS INC | 819.23K | 38.93K | -95.2% |
| NICE NICE LTD | 375.70K | 30.50K | -91.9% |
| KVUE KENVUE INC | 4.91M | 9.40M | +91.4% |
| ACM AECOM | 43.58K | 4.08K | -90.6% |
| PNFP PINNACLE FINL PARTNERS… | 47.79K | 90.89K | +90.2% |
| SYK STRYKER CORPORATION | 120.26K | 227.62K | +89.3% |
| ADI ANALOG DEVICES INC | 60 | 113 | +88.3% |
| ERIE ERIE INDTY CO | 14 | 2 | -85.7% |
| SBUX STARBUCKS CORP | 2.70K | 400 | -85.2% |
| NTAP NETAPP INC | 97.09K | 14.77K | -84.8% |
| CSGP COSTAR GROUP INC | 98.88K | 181.82K | +83.9% |
| ATO ATMOS ENERGY CORP | 42.16K | 6.96K | -83.5% |
| PRGS PROGRESS SOFTWARE CORP | 433.58K | 72.10K | -83.4% |
| EVI EVI INDS INC | 375.00K | 66.18K | -82.4% |
| CSV CARRIAGE SVCS INC | 82.20K | 147.53K | +79.5% |
| UAL UNITED AIRLS HLDGS INC | 122.97K | 26.64K | -78.3% |
| KIM KIMCO REALTY CORP | 560.21K | 125.91K | -77.5% |
| GXO GXO LOGISTICS… | 1.47M | 355.00K | -75.9% |
| SAIA SAIA INC | 7.75K | 13.48K | +74.0% |
| MAS MASCO CORP | 156.87K | 271.01K | +72.8% |
| ODFL OLD DOMINION FREIGHT… | 78.67K | 135.85K | +72.7% |
| IBP INSTALLED BLDG PRODS INC | 100.00K | 30.00K | -70.0% |
| ARLO ARLO TECHNOLOGIES INC | 950.00K | 1.58M | +66.5% |
| BMRN BIOMARIN PHARMACEUTICAL… | 792.19K | 1.31M | +66.0% |
| EQR EQUITY RESIDENTIAL | 68.99K | 23.48K | -66.0% |
| FI FISERV INC | 1.15M | 393.05K | -65.7% |
| RH CRH PLC | 103.23K | 36.06K | -65.1% |
| QCOM QUALCOMM INC | 730 | 1.19K | +63.3% |
| LPLA LPL FINL HLDGS INC | 58.35K | 22.35K | -61.7% |
| HIW HIGHWOODS PPTYS INC | 275.60K | 105.80K | -61.6% |
| TME TENCENT MUSIC ENTMT… | 651.68K | 254.19K | -61.0% |
| AMGN AMGEN INC | 319.48K | 511.31K | +60.0% |
| CNP CENTERPOINT ENERGY INC | 55.54K | 88.42K | +59.2% |
| CAH CARDINAL HEALTH INC | 415.66K | 661.13K | +59.1% |
| BRK-A BERKSHIRE HATHAWAY INC… | 19 | 8 | -57.9% |
| INSM INSMED INC | 82.86K | 129.52K | +56.3% |
Roher Aktienanzahlvergleich zwischen den beiden ausgewählten Quartalen (wie gemeldet; Splits zwischen weit auseinanderliegenden Quartalen werden hier nicht angepasst — die Quartalswechsel-Tabs auf der Manager-Seite sind splitbereinigt). Ausschließlich Common-Stock-Positionen mit zugeordneten Tickern.
Herkunft: Beide Momentaufnahmen stammen aus den geparsten 13F-Informationstabellen des Managers (jeweils zuletzt akzeptierte Versionen).
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