ATAT
Atour Lifestyle Holdings Limited · Consumer Cyclical · Travel Lodging
Señales de momentum (gestores comparables):
amplitud de titulares +13.7% ·
flujo de acciones +6.7% ·
nuevas posiciones netas +10.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| 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 | Fidelity (FMR) ✦ | 4.88M | 0.0% | $179.65M | 0.0% | Held | 4 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 4.19M | +22.1% | $147.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 3 | Schroder Investment Management Group | 3.46M | — | $127.42M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | Bank Of America Corp /De/ | 2.41M | -28.7% | $88.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Vanguard Capital Management Llc | 2.27M | — | $83.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mitsubishi UFJ Trust & Banking Corp | 2.26M | +28.8% | $83.23M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 2.15M | -1.1% | $79.31M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 1.97M | +13.0% | $72.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 9 | Millennium Management ✦ | 1.39M | +195.1% | $51.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 10 | UBS Group AG | 1.23M | +6.9% | $45.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Man Group plc | 1.22M | +18.2% | $45.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.02M | +57.4% | $37.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 13 | Principal Financial Group Inc | 978.00K | +19.9% | $36.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 891.23K | +11.1% | $32.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 832.82K | -33.8% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 767.46K | +1496.1% | $28.25M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 17 | Aberdeen Group plc | 760.75K | -6.6% | $28.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 707.96K | Nuevo | $26.06M | 0.0% | New | 1 | SEC ↗ ×3 |
| 19 | Bank Of Montreal /Can/ | 693.08K | -5.3% | $25.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | American Century Companies Inc | 688.12K | -36.3% | $25.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 673.64K | -43.6% | $24.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 22 | Balyasny Asset Management L.P. | 621.51K | Nuevo | $22.88M | 0.0% | New | 1 | SEC ↗ |
| 23 | Alliancebernstein L.P. | 446.98K | +4.2% | $17.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Lazard Asset Management Llc | 434.61K | +3.6% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 340.16K | -17.5% | $12.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 26 | Arrowstreet Capital ✦ | 339.03K | -51.8% | $12.48M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Point72 Asset Management ✦ | 309.57K | Nuevo | $11.40M | 0.0% | New | 1 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 286.80K | +273.4% | $10.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Healthcare Of Ontario Pension Plan… | 276.30K | Nuevo | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 200.91K | +7.3% | $7.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | State Street Global Advisors ✦ (pasivo) | 195.04K | +1.1% | $7.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Legal & General Group Plc | 183.58K | +18.3% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Baillie Gifford ✦ | 163.35K | -7.7% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Hsbc Holdings Plc | 162.69K | -56.7% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Wellington Management ✦ | 160.57K | +1.4% | $5.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 36 | DZ BANK AG Deutsche Zentral… | 135.35K | +3.6% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Pictet Asset Management Holding SA | 126.98K | +299.1% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | LMR Partners LLP | 125.20K | Nuevo | $4.61M | 0.1% | New | 1 | SEC ↗ |
| 39 | California Public Employees… | 122.30K | -6.5% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 115.19K | -67.1% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 41 | Geode Capital Management ✦ (pasivo) | 114.17K | +7.7% | $4.20M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 42 | Citigroup Inc | 100.96K | -17.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Franklin Resources Inc | 99.62K | Nuevo | $3.67M | 0.0% | New | 1 | SEC ↗ ×3 |
| 44 | Barclays Plc | 99.27K | -65.4% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | FIL Ltd | 99.14K | Nuevo | $3.65M | 0.0% | New | 1 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 89.25K | +197.7% | $3.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Northern Trust Corp | 86.63K | +20.9% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Squarepoint Ops LLC | 75.87K | +203.6% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 72.15K | -44.9% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Nomura Holdings Inc | 69.22K | -70.1% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 58.15K | 0.0% | $2.14M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 52 | Mariner, LLC | 51.14K | -8.8% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 35.01K | +184136.8% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | Dodge & Cox ✦ | 28.15K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Commonwealth Equity Services, Llc | 25.73K | -29.7% | $947,120 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Nomura Asset Management Co Ltd | 25.50K | 0.0% | $938,545 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 57 | Nuveen, LLC | 25.00K | 0.0% | $920,250 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Manufacturers Life Insurance… | 24.87K | -9.1% | $915,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Hrt Financial Lp | 22.66K | +1.1% | $834,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 22.59K | -79.3% | $831,464 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Neuberger Berman Group LLC | 22.23K | Nuevo | $818,290 | 0.0% | New | 1 | SEC ↗ |
| 62 | Sei Investments Co | 21.12K | -88.3% | $777,600 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Group One Trading Llc | 19.14K | +173.0% | $704,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 18.86K | +3.6% | $695,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 14.71K | +100.2% | $541,586 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 66 | Susquehanna International Group, Llp | 14.18K | Nuevo | $521,929 | 0.0% | New | 1 | SEC ↗ |
| 67 | LPL Financial LLC | 13.34K | Nuevo | $490,898 | 0.0% | New | 1 | SEC ↗ |
| 68 | Tidal Investments LLC | 10.98K | +75.6% | $404,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | IMC-Chicago, LLC | 10.60K | Nuevo | $390,296 | 0.0% | New | 1 | SEC ↗ |
| 70 | Royal Bank Of Canada | 7.34K | -1.8% | $270,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 71 | Sumitomo Mitsui Trust Group, Inc. | 7.32K | Nuevo | $269,265 | 0.0% | New | 1 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 5.62K | Nuevo | $206,835 | 0.0% | New | 1 | SEC ↗ |
| 73 | Asset Management One Co., Ltd. | 5.31K | +79.1% | $195,535 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 3.56K | +3816.5% | $131,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 1.65K | +1.5% | $60,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Rhumbline Advisers | 1.17K | 0.0% | $42,991 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 635 | -3.8% | $23,374 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Jones Financial Companies Lllp | 492 | Nuevo | $17,181 | 0.0% | New | 1 | SEC ↗ |
| 79 | Loomis Sayles & Co L P | 328 | -70.2% | $12,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 211 | +955.0% | $7,766 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Us Bancorp \De\ | 162 | -97.3% | $5,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Assetmark, Inc | 21 | -65.6% | $773 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Cwm, Llc | 4 | Nuevo | $147 | 0.0% | New | 1 | 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
| Marshall Wace | $26.06M | 0.0% |
| Balyasny Asset Management L.P. | $22.88M | 0.0% |
| Point72 Asset Management | $11.40M | 0.0% |
| Healthcare Of Ontario Pension… | $10.17M | 0.0% |
| LMR Partners LLP | $4.61M | 0.1% |
| Franklin Resources Inc | $3.67M | 0.0% |
| FIL Ltd | $3.65M | 0.0% |
| Neuberger Berman Group LLC | $818,290 | 0.0% |
| Susquehanna International… | $521,929 | 0.0% |
| LPL Financial LLC | $490,898 | 0.0% |
| IMC-Chicago, LLC | $390,296 | 0.0% |
| Sumitomo Mitsui Trust Group… | $269,265 | 0.0% |
Posición cerrada
| Norges Bank | $24.36M | era 0.0% |
| Voya Investment Management Llc | $3.93M | era 0.0% |
| Mackenzie Financial Corp | $2.34M | era 0.0% |
| First Trust Advisors Lp | $2.30M | era 0.0% |
| HighTower Advisors, LLC | $1.30M | era 0.0% |
| Wells Fargo & Company/Mn | $112,723 | era 0.0% |
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.