北方信托 (Northern Trust) 13F Q1 2026 — 新建仓 102 · 加仓 573 · 减仓 256 · 清仓 219 / Northern Trust 13F Q1 2026 — 102 new · 573 increased · 256 decreased · 219 closed

📊 13F Q1 2026

🐳 北方信托 (Northern Trust) | 管理 $754.3B

🟢 新买入 (102 只)

• Versant Media Group, Inc. Clas… (VSNT) $36M

• Definium Therapeutics, Inc. (DFTX) $15M

• RPG $10M

• IREN Limited (IREN) $10M

• SUNB $8M

🟡 加仓 (573 只)

• GUNR +$1.2B (+16%)

• Vertiv Holdings Co (VRT) +$443M (+28%)

• 帕卡公司 (PCAR) +$241M (+36%)

• Coherent, Inc. (COHR) +$113M (+14%)

• 诺华公司 (NVS) +$101M (+19%)

🟠 减仓 (256 只)

• 美国国际集团 (AIG) -$118M (-10%)

• 诺和诺德公司 (NVO) -$101M (-21%)

• Coupang, Inc. (CPNG) -$100M (-33%)

• 波士顿物产公司 (BXP) -$98M (-28%)

• 莱纳建筑公司 (LEN) -$95M (-22%)

🔴 清仓 (219 只)

• MMC $983M

• FI $365M

• CMA $122M

• CYBR $118M

• 精密科学 (EXAS) $111M

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📊 13F Q1 2026

🐳 Northern Trust | AUM $754.3B

🟢 New buys (102 positions)

• Versant Media Group, Inc. Clas… (VSNT) $36M

• Definium Therapeutics, Inc. (DFTX) $15M

• RPG $10M

• IREN Limited (IREN) $10M

• SUNB $8M

🟡 Added (573 positions)

• GUNR +$1.2B (+16%)

• Vertiv Holdings Co (VRT) +$443M (+28%)

• PACCAR Inc (PCAR) +$241M (+36%)

• Coherent, Inc. (COHR) +$113M (+14%)

• Novartis AG (NVS) +$101M (+19%)

🟠 Reduced (256 positions)

• American International Group… (AIG) -$118M (-10%)

• Novo Nordisk A/S (NVO) -$101M (-21%)

• Coupang, Inc. (CPNG) -$100M (-33%)

• BXP, Inc. (BXP) -$98M (-28%)

• Lennar Corporation (LEN) -$95M (-22%)

🔴 Exited (219 positions)

• MMC $983M

• FI $365M

• CMA $122M

• CYBR $118M

• Exact Sciences Corporation (EXAS) $111M