BROS
Dutch Bros Inc. · Consumer Cyclical · Restaurants
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +7.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | +2 | 98.37M | $7.05B | +9 | −6 |
| Q1 2026 | 117 | -8 | 98.28M | $4.98B | +6 | −15 |
| Q4 2025 | 126 | +1 | 92.77M | $5.68B | +3 | −1 |
| Q3 2025 | 19 | -1 | 50.32M | $2.63B | — | −2 |
| Q2 2025 | 18 | 0 | 45.86M | $3.14B | — | — |
| Q1 2025 | 15 | 0 | 23.45M | $1.45B | — | — |
| Q4 2024 | 15 | +1 | 20.73M | $1.09B | +1 | — |
| Q3 2024 | 13 | +1 | 26.97M | $863.92M | +2 | −1 |
| Q2 2024 | 12 | — | 18.14M | $751.12M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 7.01M | Nieuw | $224.46M | 0.2% | New | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 7.01M | Nieuw | $224.46M | 0.2% | New | 1 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 7.01M | Nieuw | $224.46M | 0.2% | New | 1 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 7.01M | Nieuw | $224.46M | 0.2% | New | 1 | SEC ↗ |
| 5 | Marshall Wace ✦ | 4.91M | +24.0% | $157.41M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 4.91M | +24.0% | $157.41M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 4.91M | +24.0% | $157.41M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 4.49M | +88.5% | $143.83M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 4.49M | +88.5% | $143.83M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 2.63M | -32.6% | $84.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 2.63M | -32.6% | $84.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 1.98M | +135.7% | $63.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 1.98M | +135.7% | $63.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 1.98M | +135.7% | $63.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.98M | +135.7% | $63.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passief) | 1.77M | +28.9% | $56.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passief) | 1.77M | +28.9% | $56.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 1.21M | +125.5% | $38.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 1.20M | -13.5% | $38.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 784.15K | -31.7% | $25.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Norges Bank ✦ (passief) | 503.26K | -9.9% | $16.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 239.54K | Nieuw | $7.67M | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 239.54K | Nieuw | $7.67M | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 239.54K | Nieuw | $7.67M | 0.0% | New | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 188.75K | -85.5% | $6.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 51.51K | +30.9% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Baillie Gifford | $224.46M | 0.2% |
| Baillie Gifford | $224.46M | 0.2% |
| Baillie Gifford | $224.46M | 0.2% |
| Baillie Gifford | $224.46M | 0.2% |
| AQR Capital Management | $7.67M | 0.0% |
| AQR Capital Management | $7.67M | 0.0% |
| AQR Capital Management | $7.67M | 0.0% |
Verlaten
| Adage Capital Partners | $29.23M | was 0.1% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 503 houders, 131.54M aandelen, $6.01B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Director · 2.00K aand @ 51.56 · $103,120
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