So sánh danh mục
Wcm Investment Management, Llc
Q1 2026 ⇄ Q2 2026
+32Đã thêm
−30Đã loại bỏ
200Đã điều chỉnh kích thước
9Không đổi
Đã thêm (Q2 2026)
Đã loại bỏ (được nắm giữ trong Q1 2026)
Vị thế đã điều chỉnh kích thước
| Chứng khoán | Q1 2026 cổ phần | Q2 2026 cổ phần | Thay đổi |
|---|---|---|---|
| GOOGL ALPHABET INC | 3.89K | 947.29K | +24276.9% |
| META META PLATFORMS INC | 21.47K | 1.82M | +8380.4% |
| KLAC KLA CORP | 4.91K | 45.96K | +835.6% |
| SBS COMPANHIA DE SANEAMENTO… | 2.20M | 15.92M | +623.8% |
| ACWI ISHARES TR | 70.46K | 438.82K | +522.8% |
| CACI CACI INTL INC | 915 | 2.38K | +160.3% |
| VIK VIKING HOLDINGS LTD | 53.36K | 136.14K | +155.1% |
| SONY SONY GROUP CORP | 1.95M | 4.33M | +122.1% |
| PCVX VAXCYTE INC | 112.63K | 243.50K | +116.2% |
| WPM WHEATON PRECIOUS METALS… | 49.50K | 106.02K | +114.2% |
| GRAB GRAB HOLDINGS LIMITED | 1.02M | 2.17M | +111.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 21.71K | 45.23K | +108.3% |
| GDDY GODADDY INC | 3.31M | 2.78K | -99.9% |
| SHOP SHOPIFY INC | 6.68M | 7.05K | -99.9% |
| INTR INTER & CO | 10.44M | 85.06K | -99.2% |
| POWI POWER INTEGRATIONS INC | 156.93K | 13.79K | -91.2% |
| ICUI ICU MED INC | 92.00K | 8.57K | -90.7% |
| HLMN HILLMAN SOLUTIONS CORP | 1.38M | 142.59K | -89.7% |
| CWK CUSHMAN AND WAKEFIELD… | 799.83K | 82.53K | -89.7% |
| PLUS EPLUS INC | 176.75K | 18.24K | -89.7% |
| CDRE CADRE HLDGS INC | 237.16K | 24.52K | -89.7% |
| KWR QUAKER HOUGHTON | 78.53K | 8.13K | -89.7% |
| SKWD SKYWARD SPECIALTY INS… | 206.44K | 21.41K | -89.6% |
| SGOV ISHARES TR | 8.38K | 872 | -89.6% |
| PNTG PENNANT GROUP INC | 327.93K | 34.60K | -89.4% |
| TFIN TRIUMPH FINANCIAL INC | 117.51K | 15.01K | -87.2% |
| STC STEWART INFORMATION… | 101.47K | 12.97K | -87.2% |
| QCRH QCR HLDGS INC | 71.30K | 9.56K | -86.6% |
| LMB LIMBACH HLDGS INC | 78.38K | 10.54K | -86.5% |
| ESI ELEMENT SOLUTIONS INC | 597.02K | 89.02K | -85.1% |
| CCCS CCC INTELLIGENT… | 853.80K | 135.78K | -84.1% |
| CGNX COGNEX CORP | 250.10K | 46.20K | -81.5% |
| HAYW HAYWARD HLDGS INC | 701.86K | 129.93K | -81.5% |
| WTM WHITE MTNS INS GROUP LTD | 6.00K | 1.20K | -80.0% |
| DORM DORMAN PRODS INC | 85.61K | 17.22K | -79.9% |
| GPI GROUP 1 AUTOMOTIVE INC | 15.36K | 3.18K | -79.3% |
| ADUS ADDUS HOMECARE CORP | 159.75K | 34.64K | -78.3% |
| LSTR LANDSTAR SYS INC | 60.21K | 13.85K | -77.0% |
| AX AXOS FINANCIAL INC | 95.37K | 23.62K | -75.2% |
| WDC WESTERN DIGITAL CORP | 6.56M | 1.63M | -75.1% |
| QXO QXO INC | 108.49K | 188.57K | +73.8% |
| KAI KADANT INC | 23.09K | 6.20K | -73.2% |
| ITRI ITRON INC | 87.17K | 25.31K | -71.0% |
| AS AMER SPORTS INC | 137.32K | 234.62K | +70.9% |
| MDA MDA SPACE LTD | 661.72K | 193.26K | -70.8% |
| SNDK SANDISK CORP | 2.67K | 4.43K | +66.2% |
| SMTC SEMTECH CORP | 186.84K | 66.12K | -64.6% |
| EMBJ EMBRAER S.A. | 52.34K | 86.14K | +64.6% |
| LOB LIVE OAK BANCSHARES INC | 153.53K | 55.37K | -63.9% |
| CASH PATHWARD FINANCIAL INC | 62.46K | 23.42K | -62.5% |
| KB KB FINL GROUP INC | 251.20K | 396.12K | +57.7% |
| DLB DOLBY LABORATORIES INC | 12.29K | 19.34K | +57.4% |
| HLN HALEON PLC | 1.73M | 2.62M | +52.1% |
| ACMR ACM RESH INC | 1.86M | 917.65K | -50.7% |
| ACM AECOM | 8.21K | 12.37K | +50.7% |
| GENI GENIUS SPORTS LIMITED | 2.92M | 4.37M | +49.9% |
| MKSI MKS INC. | 12.12K | 6.17K | -49.1% |
| CRS CARPENTER TECHNOLOGY… | 478.31K | 249.05K | -47.9% |
| BG BUNGE GLOBAL SA | 326.22K | 481.77K | +47.7% |
| PLNT PLANET FITNESS MASTER… | 265.13K | 140.06K | -47.2% |
| BRO BROWN & BROWN INC | 21.56K | 11.49K | -46.7% |
| JBTM JBT MAREL CORPORATION | 6.49K | 9.52K | +46.6% |
| NVO NOVO-NORDISK A S | 811.00K | 1.18M | +45.6% |
| WMS ADVANCED DRAIN SYS INC… | 113.94K | 165.11K | +44.9% |
| RVMD REVOLUTION MEDICINES INC | 104.99K | 58.07K | -44.7% |
| SLB SLB LIMITED | 942.86K | 1.35M | +43.6% |
| CB CHUBB LIMITED | 93.01K | 133.25K | +43.3% |
| ENTG ENTEGRIS INC | 19.66K | 11.18K | -43.1% |
| APG API GROUP CORP | 71.59K | 41.00K | -42.7% |
| BN BROOKFIELD CORP | 1.10M | 1.57M | +42.6% |
| CCJ CAMECO CORP | 343.66K | 488.93K | +42.3% |
| BZ KANZHUN LIMITED | 1.53M | 2.17M | +41.9% |
| FLY FIREFLY AEROSPACE INC | 340.73K | 199.30K | -41.5% |
| JLL JONES LANG LASALLE INC | 8.64K | 5.13K | -40.6% |
| BABA ALIBABA GROUP HLDG LTD | 249.74K | 350.23K | +40.2% |
| BWXT BWX TECHNOLOGIES INC | 17.52K | 24.48K | +39.8% |
| AXGN AXOGEN INC | 559.53K | 337.10K | -39.8% |
| MAS MASCO CORP | 22.35K | 13.82K | -38.1% |
| MOH MOLINA HEALTHCARE INC | 6.85K | 4.29K | -37.4% |
| GDS GDS HLDGS LTD | 1.73M | 1.11M | -35.9% |
| CPNG COUPANG INC | 1.94M | 2.60M | +34.4% |
| ACIW ACI WORLDWIDE INC | 516.34K | 346.59K | -32.9% |
| DCI DONALDSON INC | 192.82K | 252.59K | +31.0% |
| TTEK TETRA TECH INC NEW | 48.66K | 33.91K | -30.3% |
| PAYP PAYPAY CORP | 1.17M | 1.53M | +30.3% |
| NVS NOVARTIS AG | 1.46M | 1.90M | +30.2% |
| AXSM AXSOME THERAPEUTICS INC. | 107.82K | 75.71K | -29.8% |
| CHEF CHEFS WHSE INC | 335.48K | 235.90K | -29.7% |
| GE GE AEROSPACE | 2.29M | 1.62M | -29.2% |
| BIDU BAIDU INC | 454.30K | 585.07K | +28.8% |
| JKHY HENRY JACK & ASSOC INC | 6.37K | 8.20K | +28.7% |
| FPS FORGENT POWER SOLUTIONS… | 625.08K | 448.67K | -28.2% |
| ZBRA ZEBRA TECHNOLOGIES… | 5.60K | 4.02K | -28.2% |
| GLW CORNING INC | 8.11M | 5.93M | -26.8% |
| WSO WATSCO INC | 4.35K | 3.18K | -26.8% |
| RLI RLI CORP | 29.26K | 21.43K | -26.8% |
| AVY AVERY DENNISON CORP | 10.00K | 7.39K | -26.1% |
| APP APPLOVIN CORP | 5.00M | 3.71M | -25.8% |
| CLS CELESTICA INC | 264.84K | 332.86K | +25.7% |
| FIX COMFORT SYS USA INC | 116.70K | 144.92K | +24.2% |
| AIT APPLIED INDL… | 129.10K | 99.84K | -22.7% |
| STX SEAGATE TECHNOLOGY… | 4.35M | 5.32M | +22.4% |
| BMRN BIOMARIN PHARMACEUTICAL… | 18.83K | 22.93K | +21.8% |
| MTZ MASTEC INC | 9.58K | 11.61K | +21.3% |
| GWRE GUIDEWIRE SOFTWARE INC | 9.58K | 11.62K | +21.2% |
| CW CURTISS WRIGHT CORP | 3.28K | 3.97K | +21.2% |
| INSM INSMED INC | 15.71K | 19.03K | +21.2% |
| COMP COMPASS INC | 6.01M | 7.29M | +21.2% |
| GMED GLOBUS MED INC | 203.15K | 160.30K | -21.1% |
| TTWO TAKE-TWO INTERACTIVE… | 9.85K | 11.90K | +20.9% |
| TYL TYLER TECHNOLOGIES INC | 3.01K | 3.64K | +20.8% |
| TOST TOAST INC | 55.06K | 66.44K | +20.7% |
| TPR TAPESTRY INC | 1.13M | 1.36M | +20.6% |
| RMBS RAMBUS INC DEL | 165.02K | 130.99K | -20.6% |
| HII HUNTINGTON INGALLS INDS… | 44.14K | 53.15K | +20.4% |
| HUBS HUBSPOT INC | 4.47K | 5.37K | +20.0% |
| MFG MIZUHO FINANCIAL GROUP… | 919.21K | 1.10M | +19.6% |
| SN SHARKNINJA INC | 793.06K | 946.38K | +19.3% |
| RTO RENTOKIL INITIAL PLC | 276.22K | 325.68K | +17.9% |
| CX CEMEX SA EURO MTN BE… | 5.74M | 6.77M | +17.8% |
So sánh số lượng cổ phiếu thô giữa hai quý được chọn (theo báo cáo; các lần chia tách cổ phiếu giữa các quý cách xa nhau không được điều chỉnh ở đây — các tab thay đổi theo quý trên trang nhà quản lý đã được điều chỉnh chia tách). Chỉ bao gồm các vị thế cổ phiếu thường có mã ticker đã được ánh xạ.
Nguồn gốc: Cả hai ảnh chụp đều lấy từ bảng thông tin 13F đã được phân tích của nhà quản lý (phiên bản chấp thuận mới nhất).
← Quay lại hồ sơ nhà quản lý