Análisis de declaraciones
Sanders Capital, LLC
13F-HR · período Q2 2026 · presentado Aug 10, 2026
$99.83BValor 13F declarado
47Posiciones
+4Nuevo
9Incrementada
34Reducida
−1Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| AVGO Broadcom Inc. | $1.95B | 2.0% |
| DIS The Walt Disney Company | $1.33B | 1.3% |
| RCL Royal Caribbean Cruises Ltd. | $826.61M | 0.8% |
| MKC McCormick & Company… | $408.79M | 0.4% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +216.6% | $4.51B |
| TSM Taiwan Semiconductor… | ▼ Trim | -6.8% | $12.49B |
| AMAT Applied Materials, Inc. | ▼ Trim | -1.3% | $4.41B |
| STX Seagate Technology Holdings… | ▼ Trim | -73.0% | $3.37B |
| GOOG Alphabet Inc. | ▼ Trim | -4.4% | $9.71B |
| MSFT Microsoft Corporation | ▲ Add | +29.9% | $6.01B |
| BKNG Booking Holdings Inc. | ▼ Trim | -1.0% ✂ | $1.32B |
| UNH UnitedHealth Group… | ▼ Trim | -1.1% | $2.45B |
| HCA HCA Healthcare, Inc. | ▼ Trim | -1.4% | $3.44B |
| AMZN Amazon.com, Inc. | ▼ Trim | -1.6% | $7.00B |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.