ATAT
Atour Lifestyle Holdings Limited · Consumer Cyclical · Travel Lodging
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +30.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | -2 | 45.72M | $1.46B | +6 | −7 |
| Q1 2026 | 83 | +10 | 41.61M | $1.53B | +15 | −6 |
| Q4 2025 | 73 | +2 | 37.27M | $1.47B | +3 | — |
| Q3 2025 | 16 | 0 | 20.84M | $783.21M | +1 | −2 |
| Q2 2025 | 14 | 0 | 13.97M | $454.08M | +1 | −1 |
| Q1 2025 | 11 | 0 | 5.62M | $159.45M | +1 | −1 |
| Q4 2024 | 11 | 0 | 5.68M | $152.75M | — | — |
| Q3 2024 | 10 | +1 | 3.83M | $98.69M | +2 | −1 |
| Q2 2024 | 9 | — | 3.87M | $70.93M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (pasivo) | 1.36M | +28.1% | $36.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 1.22M | +56.8% | $32.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Millennium Management ✦ | 883.27K | +157.7% | $23.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 862.82K | +166.3% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 444.84K | +1250.0% | $11.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 255.73K | +430.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 255.73K | +430.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 255.73K | +430.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 255.73K | +430.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 255.73K | +430.2% | $6.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 176.49K | +75.3% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 176.49K | +75.3% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 152.49K | -82.6% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 133.33K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 103.38K | -49.3% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Geode Capital Management ✦ (pasivo) | 92.86K | +34.2% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 92.86K | +34.2% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 183 tenedores, 71.11M acciones, $2.25B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.