Análisis de declaraciones
Mariner, LLC
13F-HR · período Q2 2026 · presentado Aug 13, 2026
$95.19BValor 13F declarado
4,694Posiciones
2Otros gestores incluidos
+425Nuevo
1388Incrementada
1491Reducida
−448Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| HONA Honeywell Aerospace Inc | $48.10M | 0.1% |
| IWLG | $17.90M | 0.0% |
| SPCX Space Exploration… | $13.39M | 0.0% |
| POOL Pool Corporation | $12.83M | 0.0% |
| FDXF FedEx Freight Holding… | $12.81M | 0.0% |
| CBRS Cerebras Systems Inc. | $11.54M | 0.0% |
| U Unity Software Inc. | $11.36M | 0.0% |
| RVMD Revolution Medicines, Inc. | $8.20M | 0.0% |
| CAG Conagra Brands, Inc. | $7.96M | 0.0% |
| DUOL Duolingo, Inc. | $6.77M | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +81.1% | $1.09B |
| AAPL Apple Inc. | ▲ Add | +1.8% | $5.21B |
| NVDA NVIDIA Corporation | ▼ Trim | -0.9% | $5.19B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +1.8% | $4.17B |
| VEA Vanguard FTSE Developed… | ▲ Add | +4.2% | $2.64B |
| AMAT Applied Materials, Inc. | ▲ Add | +29.4% | $469.71M |
| GOOGL Alphabet Inc. | ▼ Trim | -1.9% | $1.64B |
| AVGO Broadcom Inc. | ▲ Add | +0.6% | $1.35B |
| GLW Corning Inc | ▼ Trim | -19.5% | $732.79M |
| CRWD CrowdStrike Holdings, Inc. | ▲ Add | +2.1% | $486.15M |
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.