Diff de cartera
Wellington Management
Q1 2026 ⇄ Q2 2026
+150Agregado
−150Eliminada
200Redimensionado
94Sin cambios
Agregado (Q2 2026)
Eliminada (se mantenía en Q1 2026)
Posiciones redimensionadas
| Valor | Q1 2026 acciones | Q2 2026 acciones | Cambio |
|---|---|---|---|
| SBAC SBA COMMUNICATIONS CORP | 20 | 23.50K | +117420.0% |
| CME CME GROUP INC | 41 | 23.00K | +56000.0% |
| VST VISTRA CORP | 375 | 200.30K | +53313.3% |
| APA APA CORPORATION | 534 | 233.49K | +43625.1% |
| ED CONSOLIDATED EDISON INC | 67 | 28.33K | +42180.6% |
| NET CLOUDFLARE INC | 1.99K | 799.00K | +40151.9% |
| VIK VIKING HOLDINGS LTD | 2.83K | 704.08K | +24779.0% |
| AKAM AKAMAI TECHNOLOGIES INC | 97 | 23.97K | +24608.2% |
| ALLE ALLEGION PLC | 64 | 15.48K | +24089.1% |
| RVTY REVVITY INC | 236 | 56.69K | +23919.1% |
| CNL COLLECTIVE MINING LTD | 928 | 204.04K | +21886.9% |
| KTB KONTOOR BRANDS INC | 2.04K | 333.73K | +16299.5% |
| INTC INTEL CORP | 1.28K | 193.90K | +15095.9% |
| SUZ SUZANO S A | 13.88K | 1.70M | +12158.3% |
| IVT INVENTRUST PPTYS CORP | 877 | 101.62K | +11487.8% |
| OTEX OPEN TEXT CORP | 4.46K | 502.61K | +11177.0% |
| VB VANGUARD INDEX FDS | 8.52K | 787.38K | +9142.6% |
| TRMK TRUSTMARK CORP | 17.13K | 1.53M | +8827.8% |
| WING WINGSTOP INC | 420 | 32.54K | +7648.6% |
| ALB ALBEMARLE CORP | 245 | 18.67K | +7519.6% |
| RDNT RADNET INC | 3.69K | 280.02K | +7478.3% |
| SMCI SUPER MICRO COMPUTER INC | 9.88K | 742.00K | +7413.2% |
| AMAT APPLIED MATLS INC | 1.27K | 95.18K | +7406.2% |
| TPB TURNING PT BRANDS INC | 2.22K | 149.27K | +6617.7% |
| WVE WAVE LIFE SCIENCES LTD | 3.96K | 265.61K | +6600.6% |
| KR KROGER CO | 4.28K | 270.48K | +6218.2% |
| DKNG DRAFTKINGS INC NEW | 1.30K | 79.22K | +5989.3% |
| COLL COLLEGIUM… | 1.12K | 58.91K | +5179.1% |
| EYPT EYEPOINT INC | 2.77K | 145.78K | +5168.7% |
| TOST TOAST INC | 3.29K | 163.43K | +4870.6% |
| ESI ELEMENT SOLUTIONS INC | 19.03K | 919.86K | +4733.5% |
| GENI GENIUS SPORTS LIMITED | 36.32K | 1.71M | +4621.1% |
| LC HAPPEN INC | 10.52K | 343.84K | +3169.0% |
| PUMP PROPETRO HLDG CORP | 871 | 27.93K | +3106.9% |
| SMBK SMARTFINANCIAL INC | 8.73K | 276.81K | +3069.3% |
| WEC WEC ENERGY GROUP INC | 48.25K | 1.41M | +2828.6% |
| HFWA HERITAGE FINL CORP WASH | 18.36K | 528.11K | +2776.6% |
| BKNG BOOKING HOLDINGS INC | 560 | 15.21K | +2615.4% |
| MYFW FIRST WESTN FINL INC | 7.70K | 207.91K | +2600.2% |
| BUSE FIRST BUSEY CORP | 181.76K | 4.87M | +2577.1% |
| CVNA CARVANA CO | 3.37K | 87.73K | +2507.2% |
| OSW ONESPAWORLD HOLDINGS… | 29.51K | 729.52K | +2372.3% |
| SWIM LATHAM GROUP INC | 109.88K | 2.70M | +2359.3% |
| CART MAPLEBEAR INC | 1.72K | 41.48K | +2310.1% |
| HWM HOWMET AEROSPACE INC | 297 | 6.17K | +1977.4% |
| VSAT VIASAT INC | 4.24K | 86.25K | +1932.2% |
| CVI CVR ENERGY INC | 2.58K | 50.10K | +1844.9% |
| OSCR OSCAR HEALTH INC | 9.17K | 173.13K | +1788.0% |
| USCB USCB FINANCIAL HOLDINGS… | 8.54K | 158.82K | +1760.1% |
| TRDA ENTRADA THERAPEUTICS INC | 51.94K | 954.42K | +1737.4% |
| SBUX STARBUCKS CORP | 4.41K | 73.94K | +1577.7% |
| OLED UNIVERSAL DISPLAY CORP | 2.90K | 47.47K | +1538.6% |
| STT STATE STR CORP | 3.97K | 60.79K | +1430.8% |
| PRVA PRIVIA HEALTH GROUP INC | 5.68K | 84.87K | +1393.7% |
| SPXC SPX TECHNOLOGIES INC | 7.16K | 106.19K | +1382.3% |
| AEVA AEVA TECHNOLOGIES INC | 2.06K | 30.03K | +1361.1% |
| IBM INTERNATIONAL BUSINESS… | 2.04K | 28.81K | +1312.8% |
| KGS KODIAK GAS SVCS INC | 13.81K | 190.19K | +1277.3% |
| AZZ AZZ INC | 10.28K | 140.90K | +1270.3% |
| BCAL CALIFORNIA BANCORP | 44.11K | 601.76K | +1264.2% |
| SDHC SMITH DOUGLAS HOMES CORP | 13.38K | 182.39K | +1263.2% |
| RBLX ROBLOX CORP | 5.58K | 73.98K | +1226.0% |
| WLK WESTLAKE CORPORATION | 3.52K | 45.49K | +1194.3% |
| TKO TKO GROUP HOLDINGS INC | 2.30K | 28.15K | +1125.0% |
| AS AMER SPORTS INC | 69.52K | 847.30K | +1118.7% |
| FE FIRSTENERGY CORP | 1.17M | 13.81M | +1085.8% |
| TTWO TAKE-TWO INTERACTIVE… | 1.89K | 22.20K | +1077.5% |
| AESI ATLAS ENERGY SOLUTIONS… | 5.62K | 66.07K | +1074.9% |
| SKT TANGER INC | 31.66K | 371.78K | +1074.4% |
| COF CAPITAL ONE FINL CORP | 2.92K | 34.24K | +1074.2% |
| AVAV AEROVIRONMENT INC | 2.79K | 32.01K | +1045.3% |
| TRTX TPG RE FIN TR INC | 18.48K | 208.36K | +1027.3% |
| FPH FIVE POINT HOLDINGS LLC | 16.23K | 182.53K | +1024.9% |
| MIR MIRION TECHNOLOGIES INC | 7.34K | 81.51K | +1010.8% |
| IWO ISHARES TR | 277 | 3.07K | +1008.7% |
| RWT REDWOOD TRUST INC | 27.48K | 300.82K | +994.7% |
| BOX BOX INC | 10.11K | 105.86K | +946.9% |
| SSREF SSR MINING IN | 8.46K | 88.48K | +946.2% |
| NG NOVAGOLD RESOURCES INC | 17.47K | 182.79K | +946.1% |
| MBWM MERCANTILE BK CORP | 10.63K | 111.12K | +945.2% |
| HAYW HAYWARD HLDGS INC | 48.62K | 503.99K | +936.5% |
| WTM WHITE MTNS INS GROUP LTD | 177 | 1.82K | +931.1% |
| KMPR KEMPER CORP | 6.84K | 70.49K | +930.4% |
| CCBG CAPITAL CITY BANK | 12.79K | 130.54K | +921.1% |
| BRBS BLUE RIDGE BANKSHARES… | 172.61K | 1.76M | +921.1% |
| SHBI SHORE BANCSHARES INC | 19.00K | 192.29K | +912.3% |
| LADR LADDER CAP CORP | 32.12K | 325.14K | +912.3% |
| CLMT CALUMET INC | 22.79K | 230.64K | +912.2% |
| COMP COMPASS INC | 94.43K | 915.14K | +869.1% |
| POST POST HLDGS INC | 6.32K | 61.06K | +866.8% |
| ACM AECOM | 6.42K | 61.16K | +853.0% |
| DVN DEVON ENERGY CORP NEW | 55.03K | 520.91K | +846.6% |
| NUE NUCOR CORP | 1.60K | 14.58K | +811.2% |
| KLAC KLA CORP | 31.01K | 279.06K | +800.0% |
| SON SONOCO PRODS CO | 2.09K | 18.80K | +798.0% |
| ARES ARES MANAGEMENT… | 12.82K | 113.90K | +788.3% |
| BLSH BULLISH | 8.77K | 77.83K | +787.0% |
| GNTX GENTEX CORP | 97.03K | 846.43K | +772.4% |
| JCI JOHNSON CONTROLS… | 16.65K | 129.87K | +680.2% |
| IXC ISHARES TR | 3.82K | 29.52K | +673.1% |
| CIFR CIPHER DIGITAL INC | 31.10K | 217.94K | +600.8% |
| ICHR ICHOR HOLDINGS | 17.00K | 115.43K | +579.1% |
| WPM WHEATON PRECIOUS METALS… | 1.96K | 13.26K | +577.1% |
| PIPR PIPER SANDLER COMPANIES | 8.06K | 54.18K | +571.9% |
| OLLI OLLIES BARGAIN OUTLET… | 15.42K | 102.05K | +561.8% |
| UTL UNITIL CORP | 6.45K | 41.70K | +546.9% |
| RDY DR REDDYS LABS LTD | 6.39K | 41.16K | +544.2% |
| ADUS ADDUS HOMECARE CORP | 13.91K | 89.12K | +540.5% |
| AWK AMERICAN WTR WKS CO INC… | 13.01K | 77.36K | +494.6% |
| NOG NORTHERN OIL & GAS INC | 198.00K | 1.17M | +489.4% |
| INDI INDIE SEMICONDUCTOR INC | 69.39K | 403.70K | +481.8% |
| EOSE EOS ENERGY ENTERPRISES… | 200.69K | 1.16M | +475.8% |
| CURB CURBLINE PPTYS CORP | 22.84K | 129.10K | +465.2% |
| TVTX TRAVERE THERAPEUTICS INC | 25.15K | 141.54K | +462.8% |
| CVS CVS HEALTH CORP | 110.04K | 604.17K | +449.0% |
| EWBC EAST WEST BANCORP INC | 10.81K | 58.89K | +444.7% |
| C CITIGROUP INC | 11.67K | 61.58K | +427.8% |
| VOE VANGUARD INDEX FDS | 11.11K | 58.14K | +423.2% |
| DELL DELL TECHNOLOGIES INC | 16.46K | 85.93K | +422.2% |
| SBS COMPANHIA DE SANEAMENTO… | 348.85K | 1.79M | +412.5% |
Comparación de número bruto de acciones entre los dos trimestres seleccionados (tal como se declaró; los splits entre trimestres distantes no se ajustan aquí — las pestañas de cambio trimestral en la página del gestor sí están ajustadas por splits). Solo posiciones en acciones ordinarias con tickers mapeados.
Procedencia: Ambas instantáneas proceden de las tablas de información 13F analizadas del gestor (últimas versiones aceptadas).
← Volver al registro del gestor