포트폴리오 diff
Universal- Beteiligungs- und Servicegesellschaft mbH
Q1 2026 ⇄ Q2 2026
+133추가됨
−88제거됨
200규모 조정됨
67변동 없음
추가됨 (Q2 2026)
제거됨 (에 편입되어 있었음 Q1 2026)
규모 조정된 포지션
| 증권 | Q1 2026 주식 | Q2 2026 주식 | 변동 |
|---|---|---|---|
| LNT ALLIANT ENERGY CORP | 41.55K | 32.29M | +77613.5% |
| ENOV ENOVIS CORPORATION | 10.90K | 3.07M | +28083.6% |
| BKNG BOOKING HOLDINGS INC | 49.23K | 1.24M | +2416.7% |
| FE FIRSTENERGY CORP | 368.30K | 9.25M | +2411.7% |
| RPD RAPID7 INC | 127.05K | 2.12M | +1572.6% |
| FSLY FASTLY INC | 11.61K | 192.62K | +1559.8% |
| SMCI SUPER MICRO COMPUTER INC | 222.23K | 3.32M | +1392.1% |
| WT WISDOMTREE INC | 27.77K | 380.01K | +1268.5% |
| FRSH FRESHWORKS INC | 24.44K | 324.87K | +1229.5% |
| 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% |
| NCLH NORWEGIAN CRUISE LINE… | 126.03K | 960.98K | +662.5% |
| 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% |
| 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% |
| 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% |
| XYZ BLOCK INC | 1.31M | 3.42M | +161.0% |
| 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% |
| 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% |
| WGO WINNEBAGO INDS INC | 1.09M | 2.42M | +122.5% |
| SBCF SEACOAST BKG CORP FLA | 46.06K | 102.32K | +122.1% |
| FIGR FIGURE TECHNOLOGY… | 69.53K | 153.22K | +120.4% |
| WEC WEC ENERGY GROUP INC | 5.66M | 12.36M | +118.3% |
| 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% |
| JBLU JETBLUE AWYS CORP | 2.81M | 14.04K | -99.5% |
| ALRM ALARM COM HLDGS INC | 507.13K | 1.01M | +99.0% |
| AEIS ADVANCED ENERGY INDS | 2.36M | 41.15K | -98.3% |
| SXC SUNCOKE ENERGY INC | 409.84K | 14.10K | -96.6% |
| VSH VISHAY INTERTECHNOLOGY… | 1.15M | 49.52K | -95.7% |
| SDGR SCHRODINGER INC | 106.81K | 208.60K | +95.3% |
| SMTC SEMTECH CORP | 1.78M | 103.28K | -94.2% |
| OSCR OSCAR HEALTH INC | 318.53K | 18.84K | -94.1% |
| 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% |
| GSK GSK PLC | 303.17K | 20.03K | -93.4% |
| AVA AVISTA CORP | 33.95K | 65.58K | +93.2% |
| WERN WERNER ENTERPRISES INC | 27.18K | 52.11K | +91.7% |
| 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% |
| SIRI SIRIUSXM HOLDINGS INC | 177.25K | 330.77K | +86.6% |
| BDN BRANDYWINE RLTY TR | 84.17K | 11.30K | -86.6% |
| TARS TARSUS PHARMACEUTICALS… | 90.66K | 12.72K | -86.0% |
| VRNS VARONIS SYS INC | 92.15K | 171.27K | +85.9% |
| RYTM RHYTHM PHARMACEUTICALS… | 62.94K | 9.39K | -85.1% |
| LMAT LEMAITRE VASCULAR INC | 28.23K | 4.25K | -84.9% |
| FIGS FIGS INC | 255.83K | 472.33K | +84.6% |
| APAM ARTISAN PARTNERS ASSET… | 70.02K | 10.79K | -84.6% |
| IMXI INTERNATIONAL MNY… | 146.70K | 23.05K | -84.3% |
| NUVL NUVALENT INC | 46.38K | 7.57K | -83.7% |
| VTR VENTAS INC | 5.75M | 943.42K | -83.6% |
| ARQT ARCUTIS BIOTHERAPEUTICS… | 190.01K | 31.39K | -83.5% |
선택한 두 분기 간 원시 주식 수 비교입니다(보고된 그대로이며, 기간이 먼 분기 간의 주식 분할은 여기서 조정하지 않습니다. 운용사 페이지의 분기별 변동 탭은 분할 조정됩니다). 티커가 매핑된 보통주 포지션만 포함됩니다.
출처: 두 스냅샷 모두 해당 운용사의 파싱된 13F 정보 테이블(최종 접수 버전)에서 가져옵니다.
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