Diff de portefeuille
Universal- Beteiligungs- und Servicegesellschaft mbH
Q1 2026 ⇄ Q2 2026
+131Ajouté
−87Supprimé
200Redimensionné
76Inchangé
Ajouté (Q2 2026)
Supprimé (était détenu dans Q1 2026)
Positions redimensionnées
| Titre | Q1 2026 actions | Q2 2026 actions | Variation |
|---|---|---|---|
| LNT ALLIANT ENERGY CORP | 41.55K | 32.24M | +77499.4% |
| FE FIRSTENERGY CORP | 168.30K | 9.10M | +5307.1% |
| SEI SOLARIS ENERGY INFRAS… | 131.75K | 5.04M | +3722.3% |
| BKNG BOOKING HOLDINGS INC | 49.23K | 1.24M | +2416.7% |
| FSLY FASTLY INC | 11.61K | 192.62K | +1559.8% |
| WT WISDOMTREE INC | 27.77K | 380.01K | +1268.5% |
| FRSH FRESHWORKS INC | 24.44K | 324.87K | +1229.5% |
| SMCI SUPER MICRO COMPUTER INC | 222.23K | 2.56M | +1054.2% |
| WEC WEC ENERGY GROUP INC | 163.64K | 1.80M | +1000.0% |
| KLAC KLA CORP | 125.53K | 1.30M | +936.4% |
| IDYA IDEAYA BIOSCIENCES INC | 12.73K | 112.80K | +786.3% |
| PRM PERIMETER SOLUTIONS INC | 20.50K | 172.30K | +740.5% |
| WMG WARNER MUSIC GROUP CORP | 10.07K | 83.36K | +727.6% |
| SLGN SILGAN HLDGS INC | 9.26K | 76.03K | +720.7% |
| RPD RAPID7 INC | 127.05K | 1.00M | +687.1% |
| CBL CBL & ASSOC PPTYS INC | 15.62K | 98.79K | +532.3% |
| HLMN HILLMAN SOLUTIONS CORP | 11.13K | 69.92K | +527.9% |
| OPLN OPENLANE INC | 15.86K | 98.72K | +522.3% |
| MDLN MEDLINE INC | 9.10K | 54.40K | +497.8% |
| KGS KODIAK GAS SVCS INC | 12.64K | 73.37K | +480.4% |
| IOT SAMSARA INC | 51.22K | 269.96K | +427.0% |
| FAF FIRST AMERN FINL CORP | 21.46K | 104.64K | +387.7% |
| ABG ASBURY AUTOMOTIVE GROUP… | 3.45K | 16.80K | +387.1% |
| OSPN ONESPAN INC | 39.40K | 191.07K | +384.9% |
| MTRN MATERION CORP | 1.64K | 7.75K | +371.7% |
| IOVA IOVANCE BIOTHERAPEUTICS… | 16.03K | 74.73K | +366.2% |
| TILE INTERFACE INC | 33.27K | 150.66K | +352.8% |
| LYFT LYFT INC | 78.27K | 340.02K | +334.4% |
| MCY MERCURY GENL CORP NEW | 2.79K | 11.82K | +323.1% |
| CARS CARS COM INC | 15.00K | 61.89K | +312.7% |
| SMR NUSCALE PWR CORP | 21.49K | 85.95K | +300.0% |
| AAMI BRIGHTSPHERE INVT GROUP… | 27.19K | 105.37K | +287.5% |
| HE HAWAIIAN ELEC INDUSTRIES | 19.85K | 75.67K | +281.2% |
| CSTM CONSTELLIUM SE | 28.46K | 102.57K | +260.4% |
| EVTC EVERTEC INC | 11.71K | 40.02K | +241.8% |
| PENG PENGUIN SOLUTIONS INC | 12.22K | 41.20K | +237.1% |
| CAKE CHEESECAKE FACTORY INC | 7.06K | 23.22K | +228.9% |
| MAC MACERICH CO | 144.36K | 472.01K | +227.0% |
| KLIC KULICKE & SOFFA INDS INC | 7.45K | 23.30K | +212.7% |
| CUBE CUBESMART | 105.79K | 330.67K | +212.6% |
| BROS DUTCH BROS INC | 38.13K | 117.66K | +208.6% |
| XYZ BLOCK INC | 1.00M | 3.05M | +205.0% |
| CIFR CIPHER MINING INC | 141.67K | 429.75K | +203.4% |
| CELC CELCUITY INC | 2.12K | 6.13K | +189.0% |
| CLDX CELLDEX THERAPEUTICS… | 70.05K | 195.79K | +179.5% |
| BOBS BOBS DISC FURNITURE INC | 27.94K | 77.94K | +179.0% |
| LTH LIFE TIME GROUP… | 121.47K | 336.65K | +177.2% |
| NCLH NORWEGIAN CRUISE LINE… | 126.03K | 346.98K | +175.3% |
| AHR AMERICAN HEALTHCARE… | 304.70K | 826.99K | +171.4% |
| CBRL CRACKER BARREL OLD CTRY… | 1.00M | 2.70M | +170.0% |
| ICFI ICF INTL INC | 7.70K | 20.64K | +168.2% |
| POWI POWER INTEGRATIONS INC | 34.43K | 91.73K | +166.4% |
| SAIL SAILPOINT INC | 157.82K | 417.92K | +164.8% |
| VCYT VERACYTE INC | 64.68K | 163.73K | +153.1% |
| CRWV COREWEAVE INC | 46.40K | 116.56K | +151.2% |
| ALKT ALKAMI TECHNOLOGY INC | 400.00K | 1.00M | +150.0% |
| MD PEDIATRIX MEDICAL GROUP… | 33.57K | 83.76K | +149.5% |
| VSAT VIASAT INC | 11.14K | 27.72K | +148.9% |
| STBA S & T BANCORP INC | 10.69K | 26.57K | +148.7% |
| FLYW FLYWIRE CORPORATION | 146.04K | 361.67K | +147.7% |
| AMC AMC ENTMT HLDGS INC | 32.76K | 80.77K | +146.6% |
| MORN MORNINGSTAR INC | 4.43K | 10.83K | +144.2% |
| IONQ IONQ INC | 72.66K | 176.88K | +143.4% |
| GHC GRAHAM HLDGS CO | 308 | 749 | +143.2% |
| MOH MOLINA HEALTHCARE INC | 18.14K | 43.22K | +138.3% |
| RRX REGAL REXNORD… | 18.54K | 44.00K | +137.3% |
| WLY WILEY JOHN & SONS INC | 17.89K | 42.12K | +135.4% |
| NPO ENPRO INC | 2.43K | 5.69K | +134.0% |
| WPC WP CAREY INC | 144.32K | 335.25K | +132.3% |
| UPST UPSTART HLDGS INC | 1.79M | 4.10M | +129.1% |
| RSI RUSH STREET INTERACTIVE… | 160.20K | 364.00K | +127.2% |
| POWL POWELL INDS INC | 9.60K | 21.63K | +125.3% |
| IPGP IPG PHOTONICS CORP | 8.74K | 19.64K | +124.6% |
| SBCF SEACOAST BKG CORP FLA | 46.06K | 102.32K | +122.1% |
| FIGR FIGURE TECHNOLOGY… | 69.53K | 153.22K | +120.4% |
| BBWI BATH & BODY WORKS INC | 141.31K | 304.45K | +115.4% |
| BBAI BIGBEAR AI HLDGS INC | 20.56K | 44.10K | +114.5% |
| GPOR GULFPORT ENERGY CORP | 13.19K | 27.89K | +111.5% |
| CYTK CYTOKINETICS INC | 55.39K | 116.83K | +110.9% |
| BFH BREAD FINANCIAL… | 47.97K | 99.74K | +107.9% |
| MRCY MERCURY SYS INC | 17.55K | 35.96K | +104.9% |
| DVN DEVON ENERGY CORP NEW | 352.65K | 721.57K | +104.6% |
| UPWK UPWORK INC | 191.92K | 391.95K | +104.2% |
| BANC BANC OF CALIFORNIA INC | 128.96K | 262.77K | +103.8% |
| OPCH OPTION CARE HEALTH INC | 82.61K | 166.36K | +101.4% |
| LITE LUMENTUM HLDGS INC | 100.00K | 200.00K | +100.0% |
| HPE HEWLETT PACKARD… | 1.11M | 4.00K | -99.6% |
| AEIS ADVANCED ENERGY INDS | 2.32M | 41.15K | -98.2% |
| ALRM ALARM COM HLDGS INC | 500.00K | 9.40K | -98.1% |
| ETSY ETSY INC | 1.70M | 32.79K | -98.1% |
| WGO WINNEBAGO INDS INC | 1.07M | 23.51K | -97.8% |
| SXC SUNCOKE ENERGY INC | 409.84K | 14.10K | -96.6% |
| SDGR SCHRODINGER INC | 106.81K | 208.60K | +95.3% |
| FLNC FLUENCE ENERGY INC | 6.87M | 326.97K | -95.2% |
| VSH VISHAY INTERTECHNOLOGY… | 1.00M | 49.52K | -95.0% |
| PEB PEBBLEBROOK HOTEL TR | 500.00K | 28.09K | -94.4% |
| OSCR OSCAR HEALTH INC | 318.53K | 18.84K | -94.1% |
| SO SOUTHERN CO | 38.00M | 2.30M | -93.9% |
| CVLG COVENANT LOGISTICS… | 98.85K | 6.16K | -93.8% |
| TRMD TORM PLC | 32.24K | 62.41K | +93.6% |
| SBAC SBA COMMUNICATIONS CORP… | 67.73K | 131.12K | +93.6% |
| SMTC SEMTECH CORP | 1.60M | 103.28K | -93.5% |
| GSK GSK PLC | 303.17K | 20.03K | -93.4% |
| AVA AVISTA CORP | 33.95K | 65.58K | +93.2% |
| FIVN FIVE9 INC | 3.62M | 291.01K | -92.0% |
| WERN WERNER ENTERPRISES INC | 27.18K | 52.11K | +91.7% |
| AFRM AFFIRM HLDGS INC | 3.11M | 269.64K | -91.3% |
| VICR VICOR CORP | 30.66K | 58.39K | +90.5% |
| ATEC ALPHATEC HLDGS INC | 105.83K | 10.24K | -90.3% |
| TRS TRIMAS CORP | 15.90K | 30.24K | +90.3% |
| IOSP INNOSPEC INC | 4.53K | 8.61K | +90.1% |
| COGT COGENT BIOSCIENCES INC | 45.23K | 85.73K | +89.5% |
| CTMX CYTOMX THERAPEUTICS INC | 26.66K | 50.53K | +89.5% |
| OSIS OSI SYSTEMS INC | 14.94K | 1.72K | -88.5% |
| MQ MARQETA INC | 12.87K | 24.14K | +87.6% |
| NHI NATIONAL HEALTH INVS INC | 50.20K | 6.57K | -86.9% |
| BDN BRANDYWINE RLTY TR | 84.17K | 11.30K | -86.6% |
| BBIO BRIDGEBIO PHARMA INC | 721.00K | 96.88K | -86.6% |
| TARS TARSUS PHARMACEUTICALS… | 90.66K | 12.72K | -86.0% |
| VRNS VARONIS SYS INC | 92.15K | 171.27K | +85.9% |
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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