ポートフォリオ差分
Voya Investment Management Llc
Q1 2026 ⇄ Q2 2026
+150追加済み
−92除外
200サイズ変更済み
10変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| SITM SITIME CORP | 106.36K | 198.69M | +186703.2% |
| TVTX TRAVERE THERAPEUTICS INC | 196.54K | 98.39M | +49960.5% |
| GFS GLOBALFOUNDRIES INC | 8.95K | 2.03M | +22567.1% |
| UBER UBER TECHNOLOGIES INC | 700.88K | 154.52M | +21947.2% |
| AESI ATLAS ENERGY SOLUTIONS… | 13.49K | 2.17M | +16012.1% |
| CE CELANESE CORP DEL | 14.11K | 2.11M | +14867.1% |
| NESR NATIONAL ENERGY… | 10.92K | 1.48M | +13427.1% |
| AEIS ADVANCED ENERGY INDS | 10.37K | 1.26M | +12025.7% |
| CC CHEMOURS CO | 42.05K | 3.54M | +8329.1% |
| CECO CECO ENVIRONMENTAL CORP | 5.12K | 396.30K | +7634.1% |
| IWF ISHARES TR | 5.67K | 430.78K | +7501.6% |
| WEC WEC ENERGY GROUP INC | 5.81M | 436.65M | +7420.1% |
| FND FLOOR & DECOR HLDGS INC | 8.60K | 570.47K | +6534.1% |
| ESAB ESAB CORPORATION | 4.15K | 275.19K | +6531.1% |
| TWST TWIST BIOSCIENCE CORP | 10.39K | 671.87K | +6367.7% |
| ABCB AMERIS BANCORP | 11.02K | 584.57K | +5207.0% |
| PSMT PRICESMART INC | 4.38K | 232.35K | +5204.7% |
| NET CLOUDFLARE INC | 2.88M | 152.38M | +5188.8% |
| IDCC INTERDIGITAL INC | 4.45K | 175.18K | +3836.5% |
| LGND LIGAND PHARMACEUTICALS… | 3.36K | 127.07K | +3686.4% |
| SO SOUTHERN CO | 8.30M | 287.41M | +3362.3% |
| GPI GROUP 1 AUTOMOTIVE INC | 2.00K | 62.20K | +3003.8% |
| NOK NOKIA CORP | 979.25K | 27.27M | +2684.4% |
| BKNG BOOKING HOLDINGS INC | 11.60K | 274.83K | +2268.6% |
| CHEF CHEFS WHSE INC | 19.62K | 421.97K | +2050.2% |
| IP INTERNATIONAL PAPER CO | 104.01K | 1.97M | +1792.3% |
| LII LENNOX INTL INC | 7.08K | 125.83K | +1677.8% |
| LSCC LATTICE SEMICONDUCTOR… | 26.42K | 425.43K | +1510.4% |
| AEE AMEREN CORP | 63.81K | 1.00M | +1468.7% |
| CSX CSX CORP | 473.09K | 7.41M | +1467.0% |
| URI UNITED RENTALS INC | 19.33K | 222.07K | +1048.6% |
| LFST LIFESTANCE HEALTH GROUP… | 25.73K | 294.31K | +1043.8% |
| HUM HUMANA INC | 35.26K | 394.02K | +1017.4% |
| AHR AMERICAN HEALTHCARE… | 94.25K | 993.92K | +954.5% |
| VNOM VIPER ENERGY INC | 13.57K | 142.40K | +949.1% |
| VRSN VERISIGN INC | 42.07K | 433.56K | +930.5% |
| AGX ARGAN INC | 2.88K | 29.26K | +914.5% |
| SFM SPROUTS FMRS MKT INC | 35.24K | 328.33K | +831.8% |
| KLAC KLA CORP | 158.33K | 1.44M | +812.5% |
| SNEX STONEX GROUP INC | 32.66K | 293.02K | +797.1% |
| SMTC SEMTECH CORP | 28.43K | 254.29K | +794.5% |
| IDYA IDEAYA BIOSCIENCES INC | 14.32K | 124.12K | +766.9% |
| XRAY DENTSPLY SIRONA INC | 14.52K | 119.83K | +725.5% |
| FDX FEDEX CORP | 71.94K | 592.65K | +723.8% |
| PK PARK HOTELS & RESORTS… | 13.54K | 111.14K | +720.6% |
| SYRE SPYRE THERAPEUTICS INC | 53.97K | 431.69K | +699.9% |
| MNST MONSTER BEVERAGE CORP… | 220.35K | 1.71M | +677.6% |
| TE T1 ENERGY INC | 34.52K | 263.53K | +663.5% |
| DHT DHT HOLDINGS INC | 22.88K | 173.24K | +657.3% |
| CMRC COMMERCE.COM INC | 13.05K | 95.32K | +630.3% |
| REAX THE REAL BROKERAGE INC | 20.41K | 148.46K | +627.3% |
| CRWV COREWEAVE INC | 27.16K | 194.92K | +617.6% |
| LYV LIVE NATION… | 111.01K | 756.00K | +581.0% |
| VIAV VIAVI SOLUTIONS INC | 211.16K | 1.40M | +561.3% |
| AMRX AMNEAL PHARMACEUTICALS… | 26.17K | 169.80K | +548.9% |
| STNE STONECO LTD | 56.04K | 360.34K | +543.0% |
| MVST MICROVAST HOLDINGS INC | 35.06K | 223.56K | +537.6% |
| TNGX TANGO THERAPEUTICS INC | 175.47K | 1.10M | +528.6% |
| ADPT ADAPTIVE… | 48.83K | 302.14K | +518.7% |
| PGR PROGRESSIVE CORP | 94.12K | 577.28K | +513.4% |
| ORKA ORUKA THERAPEUTICS INC | 66.60K | 401.15K | +502.3% |
| KEYS KEYSIGHT TECHNOLOGIES… | 115.22K | 683.11K | +492.9% |
| TWLO TWILIO INC | 96.44K | 560.65K | +481.3% |
| DFTX DEFINIUM THERAPEUTICS… | 16.38K | 95.17K | +480.8% |
| CVLT COMMVAULT SYS INC | 12.69K | 73.43K | +478.9% |
| RPAY REPAY HLDGS CORP | 14.24K | 79.67K | +459.6% |
| AMKR AMKOR TECHNOLOGY INC | 17.13K | 95.51K | +457.5% |
| ELVN ENLIVEN THERAPEUTICS INC | 14.49K | 74.45K | +413.8% |
| BCAX BICARA THERAPEUTICS INC | 18.01K | 91.36K | +407.3% |
| BIIB BIOGEN INC | 54.56K | 246.78K | +352.3% |
| ENTG ENTEGRIS INC | 33.58K | 150.93K | +349.5% |
| PRAX PRAXIS PRECISION… | 28.13K | 122.23K | +334.4% |
| DELL DELL TECHNOLOGIES INC | 49.55K | 209.44K | +322.7% |
| VIRT VIRTU FINL INC | 5.79K | 24.45K | +322.3% |
| ALLY ALLY FINL INC | 54.22K | 228.36K | +321.1% |
| OGN ORGANON & CO | 19.01K | 80.02K | +321.0% |
| CFG CITIZENS FINL GROUP INC | 115.27K | 466.96K | +305.1% |
| UNH UNITEDHEALTH GROUP INC | 606.63K | 2.42M | +298.9% |
| PHIN PHINIA INC | 6.46K | 25.13K | +289.0% |
| VIR VIR BIOTECHNOLOGY INC | 16.32K | 62.40K | +282.2% |
| TKO TKO GROUP HOLDINGS INC | 13.80K | 52.28K | +278.9% |
| MNKD MANNKIND CORP | 56.92K | 212.93K | +274.1% |
| SFIX STITCH FIX INC | 19.38K | 71.54K | +269.2% |
| ARVN ARVINAS INC | 10.74K | 38.50K | +258.4% |
| TPR TAPESTRY INC | 250.82K | 885.71K | +253.1% |
| AMPX AMPRIUS TECHNOLOGIES INC | 45.33K | 158.66K | +250.0% |
| COCO VITA COCO CO INC | 7.92K | 27.49K | +247.2% |
| MRVL MARVELL TECHNOLOGY INC | 60.30K | 200.38K | +232.3% |
| IRWD IRONWOOD… | 145.82K | 484.45K | +232.2% |
| TALO TALOS ENERGY INC | 22.09K | 73.25K | +231.5% |
| RVMD REVOLUTION MEDICINES INC | 47.77K | 156.17K | +226.9% |
| HLF HERBALIFE LTD | 17.76K | 56.81K | +219.9% |
| FDMT 4D MOLECULAR… | 45.36K | 140.20K | +209.1% |
| CDNS CADENCE DESIGN SYSTEM… | 321.02K | 983.15K | +206.3% |
| NVTS NAVITAS SEMICONDUCTOR… | 34.39K | 103.89K | +202.1% |
| MS MORGAN STANLEY | 1.45M | 4.32M | +197.2% |
| ASTE ASTEC INDS INC | 4.22K | 12.51K | +196.2% |
| PNFP PINNACLE FINL PARTNERS… | 15.18K | 44.93K | +195.9% |
| BILL BILL HOLDINGS INC | 41.75K | 123.25K | +195.2% |
| CATX PERSPECTIVE… | 115.49K | 337.50K | +192.2% |
| CAR AVIS BUDGET GROUP INC | 1.38K | 4.01K | +191.5% |
| USAR USA RARE EARTH INC | 31.46K | 91.27K | +190.1% |
| CPK CHESAPEAKE UTILS CORP | 4.18K | 11.98K | +186.7% |
| TTEK TETRA TECH INC NEW | 58.74K | 162.16K | +176.1% |
| HPE HEWLETT PACKARD… | 1.09M | 3.01M | +176.0% |
| UAA UNDER ARMOUR INC | 13.82K | 38.05K | +175.3% |
| WTM WHITE MTNS INS GROUP LTD | 237 | 645 | +172.2% |
| PTON PELOTON INTERACTIVE INC | 111.69K | 303.45K | +171.7% |
| LEGN LEGEND BIOTECH CORP | 25.86K | 70.02K | +170.7% |
| QBTS D-WAVE QUANTUM INC | 400.91K | 1.09M | +170.7% |
| ZGN ERMENEGILDO ZEGNA N V | 44.75K | 121.08K | +170.5% |
| NWL NEWELL BRANDS INC | 30.51K | 81.92K | +168.5% |
| COTY COTY INC | 25.27K | 67.48K | +167.1% |
| ELY CALLAWAY GOLF CO | 23.08K | 61.56K | +166.8% |
| GTM ZOOMINFO TECHNOLOGIES… | 18.98K | 50.54K | +166.4% |
| BKU BANKUNITED INC | 12.46K | 33.17K | +166.3% |
| INDV INDIVIOR… | 44.16K | 117.13K | +165.2% |
| POWL POWELL INDS INC | 3.71K | 9.79K | +163.6% |
| PM PHILIP MORRIS INTL INC | 386.18K | 1.01M | +161.7% |
| UA UNDER ARMOUR INC | 13.34K | 34.67K | +160.0% |
選択した2四半期間の生株数比較（報告値のまま；離れた四半期間の株式分割は本表では調整されません — マネージャーページの四半期変化タブは分割調整済みです）。ティッカーがマッピングされた普通株ポジションのみ対象。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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