ポートフォリオ差分
Voya Investment Management Llc
Q1 2026 ⇄ Q2 2026
+150追加済み
−91除外
200サイズ変更済み
27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 | 76.72K | 198.59M | +258733.7% |
| TVTX TRAVERE THERAPEUTICS INC | 126.59K | 98.19M | +77459.6% |
| UBER UBER TECHNOLOGIES INC | 679.62K | 153.93M | +22549.5% |
| AEIS ADVANCED ENERGY INDS | 10.37K | 1.25M | +11952.8% |
| AESI ATLAS ENERGY SOLUTIONS… | 13.49K | 1.48M | +10889.3% |
| GFS GLOBALFOUNDRIES INC | 8.95K | 953.13K | +10548.3% |
| NESR NATIONAL ENERGY… | 10.92K | 1.01M | +9121.3% |
| CE CELANESE CORP DEL | 14.11K | 1.19M | +8360.4% |
| WEC WEC ENERGY GROUP INC | 5.74M | 429.00M | +7373.8% |
| NET CLOUDFLARE INC | 2.30M | 150.06M | +6415.9% |
| IWF ISHARES TR | 5.67K | 365.73K | +6353.7% |
| CECO CECO ENVIRONMENTAL CORP | 5.12K | 273.65K | +5240.6% |
| ESAB ESAB CORPORATION | 4.15K | 202.08K | +4769.5% |
| FND FLOOR & DECOR HLDGS INC | 8.60K | 391.02K | +4447.3% |
| TWST TWIST BIOSCIENCE CORP | 10.39K | 462.00K | +4347.4% |
| CC CHEMOURS CO | 42.05K | 1.68M | +3897.5% |
| PSMT PRICESMART INC | 4.38K | 160.43K | +3562.8% |
| ABCB AMERIS BANCORP | 11.02K | 402.28K | +3552.1% |
| SO SOUTHERN CO | 8.00M | 279.10M | +3388.7% |
| AVTR AVANTOR INC | 48.16K | 1.42M | +2858.3% |
| IDCC INTERDIGITAL INC | 4.45K | 120.98K | +2618.7% |
| LGND LIGAND PHARMACEUTICALS… | 3.36K | 79.57K | +2270.9% |
| BKNG BOOKING HOLDINGS INC | 11.27K | 267.19K | +2270.4% |
| GPI GROUP 1 AUTOMOTIVE INC | 2.00K | 42.56K | +2023.9% |
| NOK NOKIA CORP | 979.25K | 18.09M | +1747.4% |
| IP INTERNATIONAL PAPER CO | 99.70K | 1.65M | +1551.0% |
| URI UNITED RENTALS INC | 11.95K | 187.07K | +1464.9% |
| CSX CSX CORP | 284.80K | 4.38M | +1437.6% |
| LII LENNOX INTL INC | 6.82K | 103.93K | +1424.5% |
| CHEF CHEFS WHSE INC | 19.62K | 294.47K | +1400.5% |
| LSCC LATTICE SEMICONDUCTOR… | 26.42K | 380.68K | +1341.0% |
| AEE AMEREN CORP | 61.56K | 825.03K | +1240.3% |
| TWLO TWILIO INC | 42.31K | 517.47K | +1123.1% |
| HUM HUMANA INC | 34.28K | 366.56K | +969.3% |
| VNOM VIPER ENERGY INC | 13.57K | 142.40K | +949.1% |
| VRSN VERISIGN INC | 41.40K | 393.59K | +850.7% |
| KLAC KLA CORP | 125.65K | 1.15M | +812.4% |
| SYRE SPYRE THERAPEUTICS INC | 30.41K | 271.78K | +793.9% |
| ELVN ENLIVEN THERAPEUTICS INC | 7.76K | 66.25K | +753.7% |
| LFST LIFESTANCE HEALTH GROUP… | 25.73K | 216.88K | +742.8% |
| PK PARK HOTELS & RESORTS… | 13.54K | 111.14K | +720.6% |
| VIAV VIAVI SOLUTIONS INC | 155.77K | 1.27M | +718.3% |
| IDYA IDEAYA BIOSCIENCES INC | 14.32K | 108.13K | +655.3% |
| AHR AMERICAN HEALTHCARE… | 94.25K | 705.04K | +648.0% |
| FDX FEDEX CORP | 69.38K | 517.55K | +646.0% |
| AGX ARGAN INC | 2.88K | 21.39K | +641.8% |
| CMRC COMMERCE.COM INC | 13.05K | 95.32K | +630.3% |
| REAX THE REAL BROKERAGE INC | 20.41K | 148.46K | +627.3% |
| MNST MONSTER BEVERAGE CORP… | 214.53K | 1.52M | +609.4% |
| SFM SPROUTS FMRS MKT INC | 34.90K | 245.11K | +602.3% |
| BCAX BICARA THERAPEUTICS INC | 12.27K | 82.75K | +574.7% |
| BIIB BIOGEN INC | 28.92K | 190.46K | +558.6% |
| SMTC SEMTECH CORP | 28.43K | 183.62K | +545.9% |
| SNEX STONEX GROUP INC | 32.66K | 209.33K | +540.9% |
| KEYS KEYSIGHT TECHNOLOGIES… | 59.21K | 379.17K | +540.3% |
| MVST MICROVAST HOLDINGS INC | 35.06K | 223.56K | +537.6% |
| PRAX PRAXIS PRECISION… | 12.98K | 78.02K | +501.2% |
| TNGX TANGO THERAPEUTICS INC | 121.22K | 722.53K | +496.0% |
| CRWV COREWEAVE INC | 27.16K | 161.03K | +492.8% |
| ADPT ADAPTIVE… | 44.45K | 254.19K | +471.8% |
| TE T1 ENERGY INC | 34.52K | 194.57K | +463.7% |
| DHT DHT HOLDINGS INC | 22.88K | 128.94K | +463.7% |
| RPAY REPAY HLDGS CORP | 14.24K | 79.67K | +459.6% |
| XRAY DENTSPLY SIRONA INC | 14.52K | 81.20K | +459.4% |
| MRVL MARVELL TECHNOLOGY INC | 31.25K | 172.66K | +452.6% |
| PGR PROGRESSIVE CORP | 89.27K | 493.10K | +452.4% |
| HPE HEWLETT PACKARD… | 494.85K | 2.65M | +435.5% |
| LYV LIVE NATION… | 77.17K | 410.41K | +431.8% |
| AMRX AMNEAL PHARMACEUTICALS… | 26.17K | 137.30K | +424.7% |
| STNE STONECO LTD | 56.04K | 267.74K | +377.8% |
| UNH UNITEDHEALTH GROUP INC | 424.66K | 2.01M | +373.6% |
| ORKA ORUKA THERAPEUTICS INC | 51.28K | 241.27K | +370.5% |
| DFTX DEFINIUM THERAPEUTICS… | 16.38K | 70.39K | +329.6% |
| 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% |
| AMKR AMKOR TECHNOLOGY INC | 17.13K | 71.25K | +315.9% |
| CVLT COMMVAULT SYS INC | 12.69K | 51.92K | +309.3% |
| INDV INDIVIOR… | 23.37K | 94.40K | +303.9% |
| MNKD MANNKIND CORP | 53.12K | 208.14K | +291.8% |
| PHIN PHINIA INC | 6.46K | 25.13K | +289.0% |
| RVMD REVOLUTION MEDICINES INC | 35.37K | 132.30K | +274.1% |
| SFIX STITCH FIX INC | 19.38K | 71.54K | +269.2% |
| ARVN ARVINAS INC | 10.74K | 38.50K | +258.4% |
| IRWD IRONWOOD… | 103.61K | 366.98K | +254.2% |
| DELL DELL TECHNOLOGIES INC | 47.05K | 165.96K | +252.8% |
| COCO VITA COCO CO INC | 7.92K | 27.49K | +247.2% |
| MS MORGAN STANLEY | 1.20M | 4.08M | +240.7% |
| TEM TEMPUS AI INC | 9.65K | 32.08K | +232.4% |
| TALO TALOS ENERGY INC | 22.09K | 73.25K | +231.5% |
| AMPX AMPRIUS TECHNOLOGIES INC | 36.48K | 118.76K | +225.5% |
| HLF HERBALIFE LTD | 17.76K | 56.81K | +219.9% |
| CDNS CADENCE DESIGN SYSTEM… | 254.46K | 801.30K | +214.9% |
| LEGN LEGEND BIOTECH CORP | 21.02K | 66.11K | +214.5% |
| FDMT 4D MOLECULAR… | 32.47K | 101.86K | +213.7% |
| CATX PERSPECTIVE… | 79.38K | 243.56K | +206.8% |
| TKO TKO GROUP HOLDINGS INC | 13.26K | 39.95K | +201.4% |
| EWTX EDGEWISE THERAPEUTICS… | 27.32K | 81.00K | +196.4% |
| 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% |
| CAR AVIS BUDGET GROUP INC | 1.38K | 4.01K | +191.5% |
| LTC LTC PPTYS INC | 17.77K | 51.59K | +190.3% |
| CPK CHESAPEAKE UTILS CORP | 4.18K | 11.98K | +186.7% |
| CFG CITIZENS FINL GROUP INC | 111.80K | 319.29K | +185.6% |
| GS GOLDMAN SACHS GROUP INC | 123.08K | 344.40K | +179.8% |
| UAA UNDER ARMOUR INC | 13.82K | 38.05K | +175.3% |
| KOD KODIAK SCIENCES INC | 6.45K | 17.71K | +174.6% |
| ENTG ENTEGRIS INC | 33.58K | 92.03K | +174.1% |
| WTM WHITE MTNS INS GROUP LTD | 237 | 645 | +172.2% |
| PTON PELOTON INTERACTIVE INC | 111.69K | 303.45K | +171.7% |
| VKTX VIKING THERAPEUTICS INC | 20.91K | 56.33K | +169.3% |
| 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% |
| BKU BANKUNITED INC | 12.46K | 33.17K | +166.3% |
| ZGN ERMENEGILDO ZEGNA N V | 33.37K | 88.73K | +165.9% |
| MDB MONGODB INC | 306.90K | 812.57K | +164.8% |
| QBTS D-WAVE QUANTUM INC | 288.23K | 759.71K | +163.6% |
| POWL POWELL INDS INC | 3.71K | 9.79K | +163.6% |
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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