Análisis de declaraciones
Wellington Management
13F-HR · período Q2 2026 · presentado Aug 14, 2026
$580.17BValor 13F declarado
7,448Posiciones
10Otros gestores incluidos
+214Nuevo
715Incrementada
857Reducida
−159Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| HONA Honeywell Aerospace Inc | $1.71B | 0.3% |
| SPCX Space Exploration… | $1.05B | 0.2% |
| CBRS Cerebras Systems Inc. | $194.85M | 0.0% |
| WSE Wise Group plc Class A… | $158.32M | 0.0% |
| FRVO Fervo Energy Company | $129.60M | 0.0% |
| RKLB Rocket Lab USA, Inc. | $119.28M | 0.0% |
| LION Lionsgate Studios Corp. | $113.68M | 0.0% |
| SMMD iShares Russell 2500 ETF | $99.44M | 0.0% |
| QNT Quantinuum Inc. Class A… | $92.42M | 0.0% |
| BXDC | $83.38M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +28.7% | $5.82B |
| AVGO Broadcom Inc. | ▲ Add | +3.8% | $19.48B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +33.9% | $5.42B |
| CAH Cardinal Health, Inc. | ▲ Add | +247.5% | $3.53B |
| META Meta Platforms, Inc. | ▼ Trim | -38.2% | $4.07B |
| HON Honeywell International Inc. | ▼ Trim | -26.3% ✂ | $1.31B |
| KLAC KLA Corporation | ▲ Add | +2.9% ✂ | $4.47B |
| STX Seagate Technology Holdings… | ▲ Add | +2655.9% | $2.33B |
| INTC Intel Corp. | ▲ Add | +580.3% | $2.33B |
| GLW Corning Inc | ▲ Add | +51.0% | $3.37B |
Procedencia: Metadatos del índice de formularios EDGAR; análisis de la tabla de información procesada (última versión aceptada de este trimestre). No es comentario editorial — solo campos calculados.