Indieningsanalyse
Geode Capital Management
13F-HR · periode Q2 2026 · ingediend Aug 12, 2026
$1.88TGerapporteerde 13F-waarde
8,470Posities
1Andere managers inbegrepen
+128Nieuw
2973Verhoogd
1153Verminderd
−165Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| SPCX Space Exploration… | $2.31B | 0.1% |
| HONA Honeywell Aerospace Inc | $1.82B | 0.1% |
| FDXF FedEx Freight Holding… | $435.82M | 0.0% |
| TRI Thomson Reuters Corporation | $172.89M | 0.0% |
| KEEL Keel Infrastructure Corp. | $113.49M | 0.0% |
| CBRS Cerebras Systems Inc. | $88.38M | 0.0% |
| VGNT Versigent PLC | $77.22M | 0.0% |
| INFQ Infleqtion Inc | $42.61M | 0.0% |
| OGC OceanaGold Corporation | $40.70M | 0.0% |
| MAIR Madison Air Solutions… | $37.22M | 0.0% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +1.0% | $31.88B |
| NVDA NVIDIA Corporation | ▲ Add | +0.8% | $120.96B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -0.6% | $22.93B |
| AAPL Apple Inc. | ▲ Add | +0.7% | $107.17B |
| INTC Intel Corp. | ▲ Add | +0.7% | $15.36B |
| GOOGL Alphabet Inc. | ▼ Trim | -1.2% | $53.47B |
| AVGO Broadcom Inc. | ▲ Add | +1.9% | $43.86B |
| GOOG Alphabet Inc. | ▲ Add | +2.8% | $40.38B |
| AMAT Applied Materials, Inc. | ▲ Add | +0.4% | $15.88B |
| LRCX Lam Research Corporation | ▼ Trim | -1.9% | $14.92B |
Herkomst: Metadata afkomstig uit de EDGAR-formularienindex; analyse op basis van de geparseerde informatietabel (meest recent geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar — uitsluitend berekende velden.