Análisis de declaraciones
Asset Management One Co., Ltd.
13F-HR · período Q2 2026 · presentado Jul 28, 2026
$38.97BValor 13F declarado
957Posiciones
+73Nuevo
471Incrementada
363Reducida
−26Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| SPCX Space Exploration… | $33.32M | 0.1% |
| HONA Honeywell Aerospace Inc | $30.17M | 0.1% |
| XPO XPO Logistics, Inc. | $8.86M | 0.0% |
| FDXF FedEx Freight Holding… | $8.47M | 0.0% |
| RBRK Rubrik, Inc. | $7.90M | 0.0% |
| FN Fabrinet | $7.65M | 0.0% |
| MDLN Medline Inc. | $5.49M | 0.0% |
| WTTR Select Water Solutions, Inc. | $5.34M | 0.0% |
| SN SharkNinja, Inc. | $4.93M | 0.0% |
| USHY iShares Broad USD High Yield… | $4.45M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +4.6% | $611.95M |
| IVV iShares Core S&P 500 ETF | ▲ Add | +0.8% | $2.44B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +3.8% | $442.77M |
| AAPL Apple Inc. | ▲ Add | +2.0% | $1.94B |
| GOOGL Alphabet Inc. | ▲ Add | +4.2% | $1.03B |
| NVDA NVIDIA Corporation | ▼ Trim | -3.0% | $2.15B |
| INTC Intel Corp. | ▲ Add | +4.0% | $292.48M |
| AMZN Amazon.com, Inc. | ▲ Add | +1.5% | $1.11B |
| AMAT Applied Materials, Inc. | ▲ Add | +9.0% | $267.71M |
| AVGO Broadcom Inc. | ▼ Trim | -0.9% | $811.36M |
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.