← k velkým investorům
WCM Investment Management, LLC
institucionální investor · portfolio $55.2 mld. · 313 pozic · zpráva k 30.06.2026
Akciové pozice zpráva za 30.06.2026, podána 13.08.2026; změna — oproti 31.03.2026 · 296
| Společnost | Akcie | Hodnota | % portfolia | Změna za čtvrtletí |
|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 5 320 463 | $5.15 mld. | 9.34% | +973 611 |
| Taiwan Semiconductor Manufac… US:TSM | 9 261 509 | $4.21 mld. | 7.64% | −66 083 |
| Sea Ltd US:SE | 33 881 192 | $3.15 mld. | 5.71% | +134 717 |
| ASML HLDG NV CUSIP N07059210 | 1 449 003 | $2.73 mld. | 4.95% | −74 793 |
| Philip Morris International… US:PM | 10 304 779 | $1.88 mld. | 3.42% | −479 001 |
| Applovin Corp US:APP | 3 709 328 | $1.85 mld. | 3.35% | −1 292 272 |
| LINDE PLC CUSIP G54950103 | 3 191 132 | $1.63 mld. | 2.96% | −43 852 |
| Amazon.com, Inc. US:AMZN | 6 437 619 | $1.55 mld. | 2.80% | +270 963 |
| Corning Incorporated US:GLW | 5 932 726 | $1.52 mld. | 2.75% | −2 174 143 |
| ICICI Bank Limited US:IBN | 51 506 124 | $1.51 mld. | 2.74% | −735 772 |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 41 315 232 | $1.38 mld. | 2.49% | +494 632 |
| Canadian Pacific Kansas City… US:CP | 15 281 812 | $1.33 mld. | 2.41% | −802 508 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 2 840 477 | $1.31 mld. | 2.38% | +425 400 |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 11 973 574 | $1.17 mld. | 2.13% | −628 838 |
| Illumina Inc US:ILMN | 6 206 701 | $1.12 mld. | 2.04% | +283 528 |
| Western Digital Corporation US:WDC | 1 632 121 | $1.06 mld. | 1.93% | −4 929 689 |
| Meta Platforms, Inc. US:META | 1 821 072 | $1.02 mld. | 1.86% | +1 799 598 |
| Ferguson Plc US:FERG | 4 182 592 | $998 mil. | 1.81% | −165 825 |
| NU HLDGS LTD CUSIP G6683N103 | 74 446 402 | $977 mil. | 1.77% | +1 609 207 |
| Cardinal Health Inc US:CAH | 4 112 461 | $971 mil. | 1.76% | +105 825 |
| NVIDIA Corporation US:NVDA | 4 767 428 | $930 mil. | 1.69% | +98 334 |
| MEDTRONIC PLC CUSIP G5960L103 | 10 826 014 | $876 mil. | 1.59% | −439 700 |
| Welltower Inc US:WELL | 3 346 803 | $762 mil. | 1.38% | +89 820 |
| Corteva, Inc. US:CTVA | 8 939 948 | $745 mil. | 1.35% | +227 330 |
| Microsoft Corporation US:MSFT | 1 975 459 | $728 mil. | 1.32% | +51 137 |
| Visa Inc. Class A US:V | 2 122 570 | $725 mil. | 1.31% | +57 715 |
| McKesson Corporation US:MCK | 957 886 | $716 mil. | 1.30% | +25 765 |
| Ventas Inc US:VTR | 7 824 883 | $699 mil. | 1.27% | nová |
| CH Robinson Worldwide Inc US:CHRW | 3 683 725 | $681 mil. | 1.23% | +102 189 |
| Reinsurance Group of America US:RGA | 3 007 065 | $646 mil. | 1.17% | +176 445 |
| Waste Connections Inc US:WCN | 3 794 258 | $634 mil. | 1.15% | −81 138 |
| AON PLC CUSIP G0403H108 | 1 875 859 | $614 mil. | 1.11% | −76 520 |
| GE Aerospace US:GE | 1 620 961 | $606 mil. | 1.10% | −668 953 |
| Vertex Pharmaceuticals Inc US:VRTX | 1 152 094 | $576 mil. | 1.04% | +30 753 |
| Arthur J Gallagher & Co US:AJG | 2 425 562 | $551 mil. | 1.00% | +63 049 |
| LPL Financial Holdings Inc US:LPLA | 1 810 058 | $487 mil. | 0.88% | +75 663 |
| Alphabet Inc. US:GOOGL | 947 287 | $335 mil. | 0.61% | +943 401 |
| Alphabet Inc. US:GOOG | 952 310 | $335 mil. | 0.61% | nová |
| UBS GROUP AG CUSIP H42097107 | 6 150 458 | $304 mil. | 0.55% | +300 258 |
| Novartis AG ADR US:NVS | 1 904 349 | $300 mil. | 0.54% | +441 169 |
| Medline Inc. Class A Common… US:MDLN | 7 397 650 | $293 mil. | 0.53% | +178 919 |
| Robinhood Markets, Inc. US:HOOD | 2 784 462 | $284 mil. | 0.51% | +75 886 |
| Comfort Systems USA Inc US:FIX | 144 923 | $282 mil. | 0.51% | +28 225 |
| ASTRAZENECA PLC CUSIP G0593M107 | 1 310 660 | $249 mil. | 0.45% | nová |
| Canadian Natural Resources L… US:CNQ | 5 852 509 | $230 mil. | 0.42% | +730 300 |
| Brookdale Senior Living Inc US:BKD | 14 453 030 | $229 mil. | 0.42% | +1 641 026 |
| American Healthcare REIT, In… US:AHR | 3 966 698 | $206 mil. | 0.37% | +541 403 |
| Tapestry Inc US:TPR | 1 363 696 | $200 mil. | 0.36% | +233 379 |
| TC Energy Corporation US:TRP | 2 759 365 | $189 mil. | 0.34% | nová |
| New England Power Company PF… US:NGG | 2 191 417 | $184 mil. | 0.33% | nová |
| NEBIUS GROUP N.V. CUSIP N97284108 | 633 765 | $166 mil. | 0.30% | +37 925 |
| Carpenter Technology Corpora… US:CRS | 249 050 | $151 mil. | 0.27% | −229 264 |
| Lloyds Banking Group plc US:LYG | 26 155 105 | $150 mil. | 0.27% | −393 129 |
| British American Tobacco p.l… US:BTI | 2 329 421 | $146 mil. | 0.26% | −33 397 |
| SHARKNINJA INC CUSIP G8068L108 | 946 384 | $139 mil. | 0.25% | +153 321 |
| TECHNIPFMC PLC CUSIP G87110105 | 2 002 988 | $131 mil. | 0.24% | nová |
| CELESTICA INC US:CLS | 332 862 | $114 mil. | 0.21% | +68 025 |
| Acm Research Inc US:ACMR | 917 651 | $109 mil. | 0.20% | −943 223 |
| CREDICORP LTD CUSIP G2519Y108 | 278 043 | $107 mil. | 0.19% | +15 075 |
| Companhia de Saneamento Basi… US:SBS | 15 916 320 | $92.5 mil. | 0.17% | +13 717 333 |
| Sony Corp US:SONY | 4 329 142 | $88.4 mil. | 0.16% | +2 379 550 |
| Compass Inc US:COMP | 7 287 246 | $87.4 mil. | 0.16% | +1 272 873 |
| CEMEX S.A.B. de C.V. US:CX | 6 765 283 | $82.1 mil. | 0.15% | +1 023 517 |
| iShares MSCI ACWI ETF US:ACWI | 438 825 | $68.4 mil. | 0.12% | +368 363 |
| Brookfield Corporation US:BN | 1 573 553 | $66.3 mil. | 0.12% | +469 736 |
| BAIDU INC US:BIDU | 585 072 | $65.6 mil. | 0.12% | +130 777 |
| Schlumberger NV US:SLB | 1 353 584 | $62.8 mil. | 0.11% | +410 720 |
| Joint Stock Co Kaspi.kz US:KSPI | 656 410 | $57.4 mil. | 0.10% | +84 998 |
| Novo Nordisk A/S US:NVO | 1 181 027 | $57.1 mil. | 0.10% | +370 030 |
| BUNGE GLOBAL SA CUSIP H11356104 | 481 775 | $52.6 mil. | 0.10% | +155 559 |
| Cameco Corp US:CCJ | 488 931 | $50.6 mil. | 0.09% | +145 275 |
| Coupang LLC US:CPNG | 2 604 060 | $45.8 mil. | 0.08% | +665 859 |
| CHUBB LIMITED CUSIP H1467J104 | 133 255 | $45.7 mil. | 0.08% | +40 245 |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 800 000 | $41.4 mil. | 0.08% | nová |
| KB Financial Group Inc US:KB | 396 115 | $40.1 mil. | 0.07% | +144 918 |
| Alibaba Group Holding Limite… US:BABA | 350 234 | $33.5 mil. | 0.06% | +100 498 |
| Evercore Partners Inc US:EVR | 99 887 | $33.4 mil. | 0.06% | −261 |
| Applied Industrial Technolog… US:AIT | 99 840 | $33.4 mil. | 0.06% | −29 262 |
| GDS Holdings Ltd US:GDS | 1 111 344 | $32.6 mil. | 0.06% | −622 593 |
| AAON Inc US:AAON | 255 888 | $32.2 mil. | 0.06% | +102 |
| PDD Holdings Inc. US:PDD | 395 381 | $30.3 mil. | 0.05% | +53 566 |
| Novanta Inc US:NOVT | 185 240 | $29.2 mil. | 0.05% | −1 592 |
| Advanced Energy Industries I… US:AEIS | 82 512 | $28.7 mil. | 0.05% | −16 180 |
| Kanzhun Ltd ADR US:BZ | 2 171 475 | $28.2 mil. | 0.05% | +641 634 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 4 374 308 | $27.7 mil. | 0.05% | +1 456 871 |
| Texas Roadhouse Inc US:TXRH | 136 902 | $26.5 mil. | 0.05% | +515 |
| WISE GROUP PLC CUSIP G9723Y105 | 2 192 259 | $26.5 mil. | 0.05% | nová |
| Saia Inc US:SAIA | 61 010 | $26.0 mil. | 0.05% | −556 |
| UMB Financial Corporation US:UMBF | 182 176 | $25.9 mil. | 0.05% | +3 712 |
| Guardant Health Inc US:GH | 167 010 | $25.7 mil. | 0.05% | −2 721 |
| Advanced Drainage Systems In… US:WMS | 165 114 | $25.5 mil. | 0.05% | +51 177 |
| Forgent Power Solutions, Inc… US:FPS | 448 666 | $24.7 mil. | 0.04% | −176 412 |
| Haleon plc US:HLN | 2 623 246 | $24.5 mil. | 0.04% | +898 187 |
| Mercury Systems Inc US:MRCY | 219 320 | $24.2 mil. | 0.04% | −4 |
| Regal Beloit Corporation US:RRX | 109 690 | $24.1 mil. | 0.04% | −487 |
| Ducommun Incorporated US:DCO | 130 272 | $24.0 mil. | 0.04% | +8 503 |
| EastGroup Properties Inc US:EGP | 112 762 | $23.3 mil. | 0.04% | −354 |
| The Chefs Warehouse Inc US:CHEF | 235 895 | $22.5 mil. | 0.04% | −99 583 |
| Donaldson Company Inc US:DCI | 252 585 | $22.3 mil. | 0.04% | +59 763 |
| PayPay Corporation American… US:PAYP | 1 528 475 | $22.3 mil. | 0.04% | +355 292 |
| Boot Barn Holdings Inc US:BOOT | 133 080 | $21.9 mil. | 0.04% | +68 |
| Argan Inc US:AGX | 27 035 | $21.4 mil. | 0.04% | +4 019 |
| Performance Food Group Co US:PFGC | 189 652 | $21.4 mil. | 0.04% | +968 |
| Tenet Healthcare Corporation US:THC | 109 699 | $20.5 mil. | 0.04% | +14 970 |
| DYCOM INDUSTRIES INC US:DY | 40 321 | $20.4 mil. | 0.04% | −1 247 |
| Melco Resorts & Entertainmen… US:MLCO | 3 717 241 | $20.0 mil. | 0.04% | −177 493 |
| Sitime Corporation US:SITM | 27 207 | $19.3 mil. | 0.04% | nová |
| Sterling Infrastructure, Inc… US:STRL | 22 952 | $18.7 mil. | 0.03% | −208 |
| Eli Lilly and Company US:LLY | 14 882 | $18.3 mil. | 0.03% | −430 |
| Axsome Therapeutics Inc US:AXSM | 75 713 | $18.3 mil. | 0.03% | −32 104 |
| Primerica Inc US:PRI | 61 372 | $17.6 mil. | 0.03% | −639 |
| ACI WORLDWIDE, INC. US:ACIW | 346 593 | $17.2 mil. | 0.03% | −169 749 |
| Kodiak Gas Services, Inc. US:KGS | 225 048 | $16.8 mil. | 0.03% | nová |
| Kymera Therapeutics Inc US:KYMR | 151 810 | $16.6 mil. | 0.03% | −571 |
| Applied Aerospace & Defense,… US:AADX | 800 000 | $16.6 mil. | 0.03% | nová |
| The Ensign Group Inc US:ENSG | 104 002 | $16.5 mil. | 0.03% | −3 356 |
| Vista Oil & Gas S.A.B. de C.… US:VIST | 255 487 | $16.4 mil. | 0.03% | −28 139 |
| FEDEX CORP US:FDX | 50 131 | $16.3 mil. | 0.03% | −1 402 |
| RAMBUS INC US:RMBS | 130 986 | $16.2 mil. | 0.03% | −34 032 |
| Installed Building Products… US:IBP | 70 564 | $16.0 mil. | 0.03% | +5 062 |
| Wingstop Inc US:WING | 93 651 | $15.5 mil. | 0.03% | +149 |
| Avient Corp US:AVNT | 420 001 | $15.5 mil. | 0.03% | −4 549 |
| TD SYNNEX CORP US:SNX | 56 298 | $15.2 mil. | 0.03% | nová |
| Axogen Inc US:AXGN | 337 099 | $15.1 mil. | 0.03% | −222 431 |
| FABRINET CUSIP G3323L100 | 28 505 | $15.1 mil. | 0.03% | +1 085 |
| RadNet Inc US:RDNT | 253 448 | $15.0 mil. | 0.03% | −3 930 |
| Huntington Ingalls Industrie… US:HII | 53 152 | $14.7 mil. | 0.03% | +9 012 |
| Agilysys Inc US:AGYS | 141 797 | $14.7 mil. | 0.03% | −358 |
| SPORTRADAR GROUP AG CUSIP H8088L103 | 955 994 | $14.4 mil. | 0.03% | nová |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 136 137 | $14.3 mil. | 0.03% | +82 774 |
| Vaxcyte Inc US:PCVX | 243 502 | $14.1 mil. | 0.03% | +130 871 |
| BIO-TECHNE Corp US:TECH | 197 933 | $14.0 mil. | 0.03% | −611 |
| LIGAND PHARMACEUTICALS INC US:LGND | 44 570 | $14.0 mil. | 0.03% | −88 |
| Arrowhead Pharmaceuticals In… US:ARWR | 171 232 | $13.8 mil. | 0.02% | −343 |
| Globus Medical US:GMED | 160 304 | $13.5 mil. | 0.02% | −42 841 |
| Glaukos Corp US:GKOS | 93 267 | $13.3 mil. | 0.02% | −160 |
| KLA Corporation US:KLAC | 45 957 | $12.8 mil. | 0.02% | +41 045 |
| iRhythm Technologies Inc US:IRTC | 107 000 | $12.7 mil. | 0.02% | −1 078 |
| SiteOne Landscape Supply Inc US:SITE | 108 580 | $12.5 mil. | 0.02% | −10 502 |
| Omnicell Inc US:OMCL | 301 134 | $12.3 mil. | 0.02% | −1 277 |
| ServiceTitan, Inc. Class A C… US:TTAN | 174 691 | $12.3 mil. | 0.02% | −1 740 |
| Madrigal Pharmaceuticals Inc US:MDGL | 22 985 | $12.1 mil. | 0.02% | −575 |
| BridgeBio Pharma Inc US:BBIO | 165 133 | $11.9 mil. | 0.02% | −2 850 |
| Wheaton Precious Metals Corp US:WPM | 106 022 | $11.8 mil. | 0.02% | +56 524 |
| TOWER SEMICONDUCTOR LTD CUSIP M87915274 | 45 228 | $11.6 mil. | 0.02% | +23 518 |
| iShares MSCI EAFE ETF US:EFA | 111 461 | $11.5 mil. | 0.02% | +13 246 |
| STMicroelectronics NV ADR US:STM | 152 034 | $11.4 mil. | 0.02% | nová |
| Revolution Medicines, Inc. US:RVMD | 58 074 | $11.2 mil. | 0.02% | −46 915 |
| Armstrong World Industries I… US:AWI | 69 059 | $11.0 mil. | 0.02% | nová |
| Nextpower Inc. US:NXT | 95 027 | $10.5 mil. | 0.02% | +1 105 |
| Moog Inc US:MOG-A | 24 691 | $10.5 mil. | 0.02% | nová |
| Mizuho Financial Group Inc. US:MFG | 1 099 664 | $10.5 mil. | 0.02% | +180 456 |
| Kratos Defense & Security So… US:KTOS | 220 938 | $10.4 mil. | 0.02% | −931 |
| IONQ Inc US:IONQ | 191 814 | $10.3 mil. | 0.02% | nová |
| SEMTECH CORP US:SMTC | 66 122 | $10.3 mil. | 0.02% | −120 722 |
| Mirion Technologies Inc US:MIR | 591 279 | $10.3 mil. | 0.02% | nová |
| AtriCure, Inc. US:ATRC | 351 081 | $10.1 mil. | 0.02% | −8 680 |
| APOGEE THERAPEUTICS INC CUSIP 03770N101 | 75 974 | $10.1 mil. | 0.02% | −56 |
| Rentokil Initial plc US:RTO | 325 684 | $9.37 mil. | 0.02% | +49 468 |
| Sandisk Corp US:SNDK | 4 430 | $9.08 mil. | 0.02% | +1 765 |
| Rhythm Pharmaceuticals Inc US:RYTM | 80 552 | $8.86 mil. | 0.02% | −68 |
| Praxis Precision Medicines I… US:PRAX | 24 739 | $8.67 mil. | 0.02% | nová |
| Energy Fuels Inc US:UUUU | 582 415 | $8.50 mil. | 0.02% | −430 |
| MaxLinear Inc US:MXL | 78 031 | $8.46 mil. | 0.02% | nová |
| ON HLDG AG CUSIP H5919C104 | 232 341 | $8.23 mil. | 0.01% | nová |
| GRAB HOLDINGS LIMITED CUSIP G4124C109 | 2 165 063 | $8.10 mil. | 0.01% | +1 142 817 |
| AMER SPORTS INC CUSIP G0260P102 | 234 620 | $7.81 mil. | 0.01% | +97 300 |
| PTC Therapeutics Inc US:PTCT | 93 799 | $7.65 mil. | 0.01% | −888 |
| MDA Space Ltd. US:MDA | 193 265 | $7.36 mil. | 0.01% | −468 455 |
| Planet Fitness Inc US:PLNT | 140 056 | $7.22 mil. | 0.01% | −125 078 |
| Karman Holdings Inc. US:KRMN | 145 232 | $6.84 mil. | 0.01% | −479 |
| DigitalOcean Holdings Inc US:DOCN | 42 872 | $6.42 mil. | 0.01% | nová |
| Ideaya Biosciences Inc US:IDYA | 173 785 | $6.35 mil. | 0.01% | −7 808 |
| Palvella Therapeutics, Inc US:PVLA | 40 140 | $6.22 mil. | 0.01% | +176 |
| Krystal Biotech Inc US:KRYS | 15 753 | $5.96 mil. | 0.01% | nová |
| Firefly Aerospace Inc. Commo… US:FLY | 199 300 | $5.79 mil. | 0.01% | −141 430 |
| East West Bancorp Inc US:EWBC | 42 821 | $5.53 mil. | 0.01% | — |
| Embraer S.A. US:EMBJ | 86 139 | $5.35 mil. | 0.01% | +33 802 |
| MasTec Inc US:MTZ | 11 611 | $4.98 mil. | 0.01% | +2 035 |
| BWX Technologies Inc US:BWXT | 24 484 | $4.63 mil. | 0.01% | +6 969 |
| Element Solutions Inc US:ESI | 89 024 | $4.12 mil. | 0.01% | −507 994 |
| Addus HomeCare Corporation US:ADUS | 34 641 | $3.40 mil. | 0.01% | −125 113 |
| Rubrik, Inc. US:RBRK | 44 268 | $3.39 mil. | 0.01% | +2 969 |
| QXO, Inc. US:QXO | 188 569 | $3.36 mil. | 0.01% | +80 078 |
| Applied Opt US:AAOI | 21 740 | $3.26 mil. | 0.01% | nová |
| Cognex Corporation US:CGNX | 46 202 | $3.16 mil. | 0.01% | −203 897 |
| Rocket Lab USA Inc. US:RKLB | 31 448 | $3.08 mil. | 0.01% | −50 |
| Uranium Energy Corp US:UEC | 283 702 | $3.07 mil. | 0.01% | −12 552 |
| Teledyne Technologies Incorp… US:TDY | 4 677 | $3.00 mil. | 0.01% | −205 |
| Take-Two Interactive Softwar… US:TTWO | 11 905 | $2.94 mil. | 0.01% | +2 059 |
| Curtiss-Wright Corporation US:CW | 3 971 | $2.93 mil. | 0.01% | +694 |
| Landstar System Inc US:LSTR | 13 849 | $2.89 mil. | 0.01% | −46 358 |
| CubeSmart US:CUBE | 70 771 | $2.88 mil. | 0.01% | — |
| MACOM Technology Solutions H… US:MTSI | 7 078 | $2.64 mil. | 0.00% | nová |
| MKS Instruments Inc US:MKSI | 6 174 | $2.57 mil. | 0.00% | −5 946 |
| WHITE MTNS INS GROUP LTD CUSIP G9618E107 | 1 197 | $2.50 mil. | 0.00% | −4 798 |
| Dorman Products Inc US:DORM | 17 220 | $2.28 mil. | 0.00% | −68 390 |
| Axos Financial Inc US:AX | 23 623 | $2.28 mil. | 0.00% | −71 743 |
| Live Oak Bancshares, Inc. US:LOB | 55 369 | $2.27 mil. | 0.00% | −98 165 |
| Hayward Holdings Inc US:HAYW | 129 931 | $2.21 mil. | 0.00% | −571 931 |
| Churchill Downs Incorporated US:CHDN | 23 643 | $2.15 mil. | 0.00% | — |
| Itron Inc US:ITRI | 25 314 | $2.12 mil. | 0.00% | −61 861 |
| Meta Financial Group Inc US:CASH | 23 416 | $2.02 mil. | 0.00% | −39 047 |
| Insmed Inc US:INSM | 19 033 | $1.99 mil. | 0.00% | +3 326 |
| Kadant Inc US:KAI | 6 198 | $1.94 mil. | 0.00% | −16 887 |
| Entegris Inc US:ENTG | 11 178 | $1.91 mil. | 0.00% | −8 482 |
| Evotec SE US:EVO | 671 884 | $1.88 mil. | 0.00% | +44 624 |
| TTM TECHNOLOGIES INC US:TTMI | 10 069 | $1.88 mil. | 0.00% | nová |
| Toast Inc US:TOST | 66 440 | $1.87 mil. | 0.00% | +11 381 |
| Rexford Industrial Realty In… US:REXR | 54 510 | $1.86 mil. | 0.00% | — |
| Api Group Corp US:APG | 40 998 | $1.68 mil. | 0.00% | −30 596 |
| JONES LANG LASALLE INC US:JLL | 5 134 | $1.61 mil. | 0.00% | −3 506 |
| EPLUS INC US:PLUS | 18 237 | $1.47 mil. | 0.00% | −158 513 |
| Guidewire Software Inc US:GWRE | 11 620 | $1.40 mil. | 0.00% | +2 036 |
| JBTMarel Corp US:JBTM | 9 520 | $1.34 mil. | 0.00% | +3 026 |
| Biomarin Pharmaceutical Inc US:BMRN | 22 930 | $1.32 mil. | 0.00% | +4 100 |
| Watsco Inc US:WSO | 3 184 | $1.31 mil. | 0.00% | −1 166 |
| Skyward Specialty Insurance… US:SKWD | 21 406 | $1.29 mil. | 0.00% | −185 037 |
| Quaker Chemical Corporation US:KWR | 8 127 | $1.27 mil. | 0.00% | −70 399 |
| ICU Medical Inc US:ICUI | 8 567 | $1.27 mil. | 0.00% | −83 429 |
| Pennant Group Inc US:PNTG | 34 605 | $1.26 mil. | 0.00% | −293 322 |
| RLI Corp US:RLI | 21 426 | $1.25 mil. | 0.00% | −7 836 |
| Avery Dennison Corp US:AVY | 7 390 | $1.21 mil. | 0.00% | −2 609 |
| Manhattan Associates Inc US:MANH | 8 706 | $1.20 mil. | 0.00% | +1 196 |
| Hillman Solutions Corp US:HLMN | 142 589 | $1.19 mil. | 0.00% | −1 240 337 |
| Figma, Inc. US:FIG | 60 000 | $1.14 mil. | 0.00% | — |
| Triumph Financial, Inc. US:TFIN | 15 013 | $1.14 mil. | 0.00% | −102 499 |
| CUSHMAN AND WAKEFIELD LTD CUSIP G2717C106 | 82 525 | $1.13 mil. | 0.00% | −717 307 |
| Jack Henry & Associates Inc US:JKHY | 8 199 | $1.12 mil. | 0.00% | +1 826 |
| Masco Corporation US:MAS | 13 823 | $1.11 mil. | 0.00% | −8 525 |
| Power Integrations Inc US:POWI | 13 792 | $1.09 mil. | 0.00% | −143 136 |
| CACI International Inc US:CACI | 2 382 | $1.09 mil. | 0.00% | +1 467 |
| Tyler Technologies Inc US:TYL | 3 640 | $1.06 mil. | 0.00% | +628 |
| Zebra Technologies Corporati… US:ZBRA | 4 021 | $1.03 mil. | 0.00% | −1 581 |
| Dolby Laboratories US:DLB | 19 340 | $1.01 mil. | 0.00% | +7 053 |
| Atkore International Group I… US:ATKR | 13 232 | $994 tis. | 0.00% | nová |
| HubSpot Inc US:HUBS | 5 369 | $990 tis. | 0.00% | +894 |
| Molina Healthcare Inc US:MOH | 4 288 | $984 tis. | 0.00% | −2 559 |
| Tetra Tech Inc US:TTEK | 33 914 | $979 tis. | 0.00% | −14 751 |
| GROUP 1 AUTOMOTIVE INC US:GPI | 3 183 | $948 tis. | 0.00% | −12 176 |
| COPA HOLDINGS SA CUSIP P31076105 | 5 970 | $929 tis. | 0.00% | nová |
| QCR Holdings Inc US:QCRH | 9 563 | $924 tis. | 0.00% | −61 737 |
| Stewart Information Services… US:STC | 12 974 | $869 tis. | 0.00% | −88 492 |
| Aecom Technology Corporation US:ACM | 12 365 | $863 tis. | 0.00% | +4 158 |
| Limbach Holdings Inc US:LMB | 10 545 | $831 tis. | 0.00% | −67 836 |
| Interactive Brokers Group In… US:IBKR | 9 340 | $824 tis. | 0.00% | +382 |
| Wintrust Financial Corporati… US:WTFC | 5 060 | $811 tis. | 0.00% | nová |
| Shopify Inc US:SHOP | 7 049 | $805 tis. | 0.00% | −6 675 474 |
| Brown & Brown Inc US:BRO | 11 488 | $735 tis. | 0.00% | −10 073 |
| Valero Energy Corporation US:VLO | 2 634 | $701 tis. | 0.00% | +85 |
| Cadre Holdings Inc US:CDRE | 24 519 | $671 tis. | 0.00% | −212 639 |
| CCC Intelligent Solutions Ho… US:CCC | 135 782 | $665 tis. | 0.00% | −718 014 |
| eBay Inc US:EBAY | 5 778 | $640 tis. | 0.00% | +253 |
| CECO Environmental Corp. US:CECO | 5 210 | $469 tis. | 0.00% | nová |
| INTER & CO CUSIP G4R20B107 | 85 059 | $458 tis. | 0.00% | −10 354 570 |
| GXO Logistics Inc US:GXO | 8 853 | $447 tis. | 0.00% | nová |
| MercadoLibre Inc. US:MELI | 260 | $438 tis. | 0.00% | −10 |
| LSI Industries Inc US:LYTS | 15 299 | $406 tis. | 0.00% | nová |
| Janus Living, Inc. US:JAN | 13 362 | $385 tis. | 0.00% | −2 138 |
| Brady Corporation US:BRC | 4 189 | $377 tis. | 0.00% | nová |
| Amphenol Corporation US:APH | 1 988 | $331 tis. | 0.00% | — |
| Godaddy Inc US:GDDY | 2 778 | $237 tis. | 0.00% | −3 311 678 |
| Baker Hughes Co US:BKR | 3 873 | $218 tis. | 0.00% | — |
| Hagerty, Inc. US:HGTY | 10 023 | $118 tis. | 0.00% | — |
| iShares 0-3 Month Treasury B… US:SGOV | 872 | $87.8 tis. | 0.00% | −7 505 |
| iShares MSCI Saudi Arabia ET… US:KSA | 620 | $23.2 tis. | 0.00% | — |
| Futu Holdings Ltd US:FUTU | 0 (bylo 2 816) | — | — | prodána |
| RH US:RH | 0 (bylo 96 298) | — | — | prodána |
| HUYA Inc US:HUYA | 0 (bylo 82 504) | — | — | prodána |
| TOPBUILD COR CUSIP 89055F103 | 0 (bylo 52 843) | — | — | prodána |
| Insight Enterprises Inc US:NSIT | 0 (bylo 95 071) | — | — | prodána |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (bylo 63 705) | — | — | prodána |
| iShares Russell 1000 Growth… US:IWF | 0 (bylo 37) | — | — | prodána |
| CBRE Group Inc Class A US:CBRE | 0 (bylo 2 821) | — | — | prodána |
| Markel Corporation US:MKL | 0 (bylo 322) | — | — | prodána |
| Carlisle Companies Incorpora… US:CSL | 0 (bylo 1 074) | — | — | prodána |
| Primoris Services Corporatio… US:PRIM | 0 (bylo 124 224) | — | — | prodána |
| HealthEquity Inc US:HQY | 0 (bylo 193 371) | — | — | prodána |
| Sprott Inc. US:SII | 0 (bylo 127 000) | — | — | prodána |
| IDEX Corporation US:IEX | 0 (bylo 2 789) | — | — | prodána |
| YETI Holdings Inc US:YETI | 0 (bylo 255 906) | — | — | prodána |
| iShares MSCI South Korea ETF US:EWY | 0 (bylo 24 744) | — | — | prodána |
| CBIZ Inc US:CBZ | 0 (bylo 183 268) | — | — | prodána |
| Jacobs Solutions Inc. US:J | 0 (bylo 2 050) | — | — | prodána |
| CSW Industrials, Inc. US:CSW | 0 (bylo 21 968) | — | — | prodána |
| PTC Inc US:PTC | 0 (bylo 8 210) | — | — | prodána |
| Graco Inc US:GGG | 0 (bylo 19 798) | — | — | prodána |
| SAP SE ADR US:SAP | 0 (bylo 833 584) | — | — | prodána |
| ICF International, Inc. US:ICFI | 0 (bylo 111 415) | — | — | prodána |
| Verra Mobility Corp US:VRRM | 0 (bylo 852 663) | — | — | prodána |
| Inter Parfums Inc US:IPAR | 0 (bylo 97 039) | — | — | prodána |
| FTAI AVIATION LTD CUSIP G3730V105 | 0 (bylo 7 097) | — | — | prodána |
| Assurant, Inc. US:AIZ | 0 (bylo 1 142) | — | — | prodána |
| iShares MSCI India ETF US:INDA | 0 (bylo 412 317) | — | — | prodána |
| CDW Corp US:CDW | 0 (bylo 3 460) | — | — | prodána |
| Natera, Inc. US:NTRA | 0 (bylo 6 633) | — | — | prodána |
Ve společnostech z naší databáze 17
| Společnost | Podíl | Akcie | Datum zprávy |
|---|---|---|---|
| Sea Ltd | 5.98% | 33 881 192 | 2026-06-30 |
| Reinsurance Group of America | 4.6% | 3 007 065 | 2026-06-30 |
| Illumina Inc | 4.11% | 6 206 701 | 2026-06-30 |
| Teva Pharma Industries Ltd A… | 3.55% | 41 315 232 | 2026-06-30 |
| Arch Capital Group Ltd. | 3.51% | 11 973 574 | 2026-06-30 |
| CH Robinson Worldwide Inc | 3.15% | 3 683 725 | 2026-06-30 |
| Seagate Technology PLC | 2.34% | 5 320 463 | 2026-06-30 |
| Nu Holdings Ltd | 1.96% | 74 446 402 | 2026-06-30 |
| Cardinal Health Inc | 1.78% | 4 112 461 | 2026-06-30 |
| Canadian Pacific Kansas City… | 1.74% | 15 281 812 | 2026-06-30 |
| ICICI Bank Limited | 1.44% | 51 506 124 | 2026-06-30 |
| Spotify Technology SA | 1.38% | 2 840 477 | 2026-06-30 |
| Companhia de Saneamento Basi… | 0.45% | 15 916 320 | 2026-06-30 |
| Evotec SE | 0.2% | 671 884 | 2026-06-30 |
| BAE Systems plc | — | 101 410 753 | 2026-02-17 |
| BAE Systems plc | — | 101 410 753 | 2026-02-17 |
| Rolls-Royce Holdings PLC | — | 217 881 134 | 2025-06-12 |
reklama