포트폴리오 diff
Swiss National Bank
Q1 2026 ⇄ Q2 2026
+62추가됨
−60제거됨
200규모 조정됨
94변동 없음
추가됨 (Q2 2026)
제거됨 (에 편입되어 있었음 Q1 2026)
규모 조정된 포지션
| 증권 | Q1 2026 주식 | Q2 2026 주식 | 변동 |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 94.60K | 2.21M | +2235.0% |
| KLAC KLA CORP | 385.60K | 3.70M | +858.7% |
| CVNA CARVANA CO | 395.18K | 1.81M | +359.3% |
| GHC GRAHAM HLDGS CO | 6.37K | 27.05K | +324.6% |
| BCE BCE INC | 251.21K | 1.00M | +299.5% |
| POWL POWELL INDS INC | 19.22K | 58.46K | +204.2% |
| ETOR ETORO GROUP LTD | 30.20K | 90.90K | +201.0% |
| BBUC BROOKFIELD BUSINESS CORP | 48.59K | 114.39K | +135.4% |
| BKV BKV CORP | 32.80K | 76.80K | +134.1% |
| USAR USA RARE EARTH INC | 150.50K | 349.90K | +132.5% |
| HNGE HINGE HEALTH INC | 34.80K | 76.80K | +120.7% |
| TNGX TANGO THERAPEUTICS INC | 87.80K | 187.40K | +113.4% |
| NTSK NETSKOPE INC | 119.40K | 243.60K | +104.0% |
| ENLT ENLIGHT RENEWABLE… | 264.22K | 499.51K | +89.1% |
| HTFL HEARTFLOW INC | 41.10K | 77.40K | +88.3% |
| CECO CECO ENVIRONMENTAL CORP | 59.90K | 109.74K | +83.2% |
| SMR NUSCALE PWR CORP | 335.80K | 600.90K | +78.9% |
| FLY FIREFLY AEROSPACE INC | 63.00K | 112.40K | +78.4% |
| AMC AMC ENTMT HLDGS INC | 1.01M | 1.79M | +77.1% |
| DVN DEVON ENERGY CORP NEW | 1.75M | 3.09M | +76.9% |
| TYRA TYRA BIOSCIENCES INC | 26.40K | 44.70K | +69.3% |
| DD DUPONT DE NEMOURS INC | 1.23M | 385.36K | -68.7% |
| ZBIO ZENAS BIOPHARMA INC | 31.60K | 53.20K | +68.4% |
| RDW REDWIRE CORPORATION | 196.10K | 329.30K | +67.9% |
| NP NEPTUNE INS HLDGS INC | 46.80K | 76.10K | +62.6% |
| EQX EQUINOX GOLD CORP | 1.49M | 2.42M | +62.5% |
| TIGO MILLICOM INTL CELLULAR… | 203.72K | 329.02K | +61.5% |
| UWMC UWM HOLDINGS CORPORATION | 392.70K | 623.40K | +58.7% |
| BETR BETTER HOME & FINANCE… | 11.20K | 17.70K | +58.0% |
| GLUE MONTE ROSA THERAPEUTICS… | 61.10K | 96.30K | +57.6% |
| COUR COURSERA INC | 282.40K | 439.88K | +55.8% |
| MBC MASTERBRAND INC | 249.90K | 387.00K | +54.9% |
| HON HONEYWELL INTL INC | 1.86M | 896.50K | -51.9% |
| ALGT ALLEGIANT TRAVEL CO | 8.93K | 13.43K | +50.4% |
| ARX ACCELERANT HOLDINGS | 77.90K | 117.10K | +50.3% |
| COGT COGENT BIOSCIENCES INC | 165.40K | 246.40K | +49.0% |
| AVAH AVEANNA HEALTHCARE… | 103.00K | 152.80K | +48.3% |
| PINS PINTEREST INC | 1.75M | 921.69K | -47.3% |
| ELVN ENLIVEN THERAPEUTICS INC | 64.27K | 94.57K | +47.1% |
| LAC LITHIUM AMERS CORP NEW | 440.60K | 648.10K | +47.1% |
| PSNY POLESTAR AUTOMOTIVE… | 88.89K | 130.49K | +46.8% |
| MNDY MONDAY COM LTD | 159.10K | 84.80K | -46.7% |
| ORKA ORUKA THERAPEUTICS INC | 43.00K | 63.00K | +46.5% |
| ATAI ATAIBECKLEY INC | 325.90K | 473.70K | +45.4% |
| OCFC OCEANFIRST FINL CORP | 113.13K | 163.83K | +44.8% |
| OTEX OPEN TEXT CORP | 848.20K | 474.30K | -44.1% |
| EVEX EVE HLDG INC | 133.90K | 192.20K | +43.5% |
| DX DYNEX CAP INC | 290.53K | 415.33K | +43.0% |
| FN FABRINET | 70.88K | 101.04K | +42.6% |
| MLTX MOONLAKE… | 61.50K | 87.10K | +41.6% |
| OLMA OLEMA PHARMACEUTICALS… | 74.60K | 105.00K | +40.8% |
| FTI TECHNIPFMC PLC | 807.10K | 1.13M | +39.7% |
| DFTX DEFINIUM THERAPEUTICS… | 158.40K | 221.20K | +39.6% |
| NRGV ENERGY VAULT HOLDINGS… | 176.10K | 244.70K | +39.0% |
| CAR AVIS BUDGET GROUP INC | 34.70K | 21.30K | -38.6% |
| NUTX NUTEX HEALTH INC | 7.00K | 9.70K | +38.6% |
| XPO XPO INC | 234.30K | 322.80K | +37.8% |
| IT GARTNER INC | 211.57K | 132.23K | -37.5% |
| TSHA TAYSHA GENE THERAPIES… | 268.80K | 369.00K | +37.3% |
| MTZ MASTEC INC | 126.00K | 172.28K | +36.7% |
| UHS UNIVERSAL HLTH SVCS INC | 162.10K | 102.60K | -36.7% |
| UDR UDR INC | 921.40K | 589.10K | -36.1% |
| LGN LEGENCE CORP | 79.70K | 108.00K | +35.5% |
| SOLV SOLVENTUM CORP | 458.21K | 296.09K | -35.4% |
| TTD THE TRADE DESK INC | 1.29M | 836.21K | -35.3% |
| SVRA SAVARA INC | 136.80K | 185.00K | +35.2% |
| HRL HORMEL FOODS CORP | 887.90K | 580.20K | -34.7% |
| ZBRA ZEBRA TECHNOLOGIES… | 148.64K | 97.14K | -34.6% |
| REPX RILEY EXPLORATION… | 21.70K | 29.20K | +34.6% |
| WIX WIX COM LTD | 109.79K | 71.99K | -34.4% |
| SYM SYMBOTIC INC | 98.80K | 132.50K | +34.1% |
| IBTA IBOTTA INC | 29.90K | 19.80K | -33.8% |
| DKNG DRAFTKINGS INC NEW | 1.31M | 871.29K | -33.7% |
| IE IVANHOE ELECTRIC INC | 183.30K | 244.90K | +33.6% |
| BLDR BUILDERS FIRSTSOURCE INC | 324.49K | 216.59K | -33.3% |
| ACM AECOM | 386.88K | 259.68K | -32.9% |
| SHC SOTERA HEALTH CO | 420.00K | 557.90K | +32.8% |
| EQH EQUITABLE HLDGS INC | 841.00K | 565.20K | -32.8% |
| GDDY GODADDY INC | 396.50K | 267.80K | -32.5% |
| JKHY HENRY JACK & ASSOC INC | 212.40K | 144.90K | -31.8% |
| SCHL SCHOLASTIC CORP | 40.70K | 27.80K | -31.7% |
| DOC HEALTHPEAK PROPERTIES… | 2.04M | 1.40M | -31.5% |
| CVBF CVB FINL CORP | 254.80K | 335.11K | +31.5% |
| FLNC FLUENCE ENERGY INC | 129.30K | 170.00K | +31.5% |
| HUBS HUBSPOT INC | 146.02K | 100.62K | -31.1% |
| CGEM CULLINAN THERAPEUTICS… | 58.30K | 76.00K | +30.4% |
| LIND LINDBLAD EXPEDITIONS… | 75.64K | 98.14K | +29.7% |
| PSNL PERSONALIS INC | 105.40K | 136.50K | +29.5% |
| SNAP SNAP INC | 3.16M | 2.23M | -29.3% |
| NKTR NEKTAR THERAPEUTICS | 47.90K | 61.60K | +28.6% |
| LCID LUCID GROUP INC | 272.50K | 349.10K | +28.1% |
| PRKS UNITED PARKS & RESORTS… | 54.30K | 39.10K | -28.0% |
| ROIV ROIVANT SCIENCES LTD | 743.45K | 942.25K | +26.7% |
| GRDN GUARDIAN PHARMACY SVCS… | 48.30K | 61.00K | +26.3% |
| NEXT NEXTDECADE CORP | 232.50K | 292.40K | +25.8% |
| BHRB BURKE HERBERT FINL SVCS… | 26.60K | 33.30K | +25.2% |
| RCAT RED CAT HLDGS INC | 212.60K | 264.90K | +24.6% |
| VVX V2X INC | 46.70K | 58.10K | +24.4% |
| NVTS NAVITAS SEMICONDUCTOR… | 336.10K | 416.90K | +24.0% |
| MLYS MINERALYS THERAPEUTICS… | 90.10K | 111.60K | +23.9% |
| CELC CELCUITY INC | 41.20K | 31.50K | -23.5% |
| HFWA HERITAGE FINL CORP WASH | 67.17K | 82.57K | +22.9% |
| PHR PHREESIA INC | 118.20K | 91.50K | -22.6% |
| WULF TERAWULF INC | 622.10K | 761.70K | +22.4% |
| AVO MISSION PRODUCE INC | 90.50K | 110.80K | +22.4% |
| HY HYSTER-YALE INC | 16.60K | 20.30K | +22.3% |
| USAS AMERICAS GOLD AND… | 443.60K | 542.20K | +22.2% |
| CMPX COMPASS THERAPEUTICS INC | 220.70K | 171.70K | -22.2% |
| AVBP ARRIVENT BIOPHARMA INC | 40.00K | 48.80K | +22.0% |
| SRRK SCHOLAR ROCK HLDG CORP | 123.20K | 149.80K | +21.6% |
| Z ZILLOW GROUP INC | 491.83K | 386.73K | -21.4% |
| CENX CENTURY ALUM CO | 110.45K | 134.05K | +21.4% |
| HBT HBT FINL INC. | 28.60K | 34.70K | +21.3% |
| CNNE CANNAE HLDGS INC | 90.89K | 72.09K | -20.7% |
| VRDN VIRIDIAN THERAPEUTICS… | 128.60K | 155.10K | +20.6% |
| CGON CG ONCOLOGY INC | 84.40K | 101.70K | +20.5% |
| DHC DIVERSIFIED HEALTHCARE… | 333.21K | 400.91K | +20.3% |
| PDD PDD HOLDINGS INC | 1.37M | 1.09M | -20.3% |
| FLTR.L FLUTTER ENTMT PLC | 490.42K | 392.86K | -19.9% |
| BTDR BITDEER TECHNOLOGIES… | 198.70K | 238.00K | +19.8% |
선택한 두 분기 간 원시 주식 수 비교 (보고된 수치 기준; 기간이 먼 분기 간 주식 분할은 여기서 조정되지 않음 — 운용사 페이지의 분기별 변동 탭은 분할 조정됨). 티커가 매핑된 보통주 포지션만 해당.
출처: 두 스냅샷 모두 해당 운용사의 파싱된 13F 정보 테이블(최종 접수 버전)에서 가져옵니다.
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