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Kanzhun Limited · Communication Services · Internet Content & Information
动量输入(同类管理人):
持有人广度 -10.0% ·
股份流向 +17.1% ·
净新建仓位 -11.1%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | -6 | 227.93M | $2.94B | +4 | −9 |
| Q1 2026 | 116 | +1 | 224.72M | $3.01B | +6 | −6 |
| Q4 2025 | 115 | 0 | 211.90M | $4.32B | +2 | −1 |
| Q3 2025 | 19 | -1 | 131.80M | $3.08B | +1 | −3 |
| Q2 2025 | 18 | -2 | 109.78M | $1.96B | — | −2 |
| Q1 2025 | 17 | +4 | 65.19M | $1.25B | +4 | — |
| Q4 2024 | 13 | -3 | 41.69M | $575.16M | — | −3 |
| Q3 2024 | 15 | +1 | 36.62M | $627.64M | +2 | −1 |
| Q2 2024 | 14 | — | 41.90M | $787.95M | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 41.80M | +37.5% | $745.62M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 13.95M | — | $248.92M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 3 | The Vanguard Group ✦ (被动) | 13.65M | — | $243.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | T. Rowe Price ✦ | 8.22M | -1.3% | $146.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 5 | Norges Bank ✦ (被动) | 6.95M | +1.9% | $123.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (被动) | 5.46M | +13.4% | $97.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 4.40M | +299.4% | $78.49M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 3.48M | +15.6% | $62.09M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 3.19M | -14.1% | $56.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Geode Capital Management ✦ (被动) | 2.06M | +9.3% | $36.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 1.97M | -9.1% | $35.12M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 12 | Oaktree Capital Management ✦ | 1.57M | +34.2% | $28.03M | 0.7% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 1.06M | +9990.8% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 963.14K | — | $17.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Marshall Wace ✦ | 544.88K | +370.4% | $9.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Millennium Management ✦ | 423.32K | -55.1% | $7.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 75.80K | +20.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 13.19K | -86.1% | $235,345 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Bridgewater Associates | $8.85M | 曾为 0.0% |
| Two Sigma Investments | $1.95M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 255 持有人, 309.79M 股份, $3.87B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director, 10% owner · 10.71M 股 · $77.63M
Officer, Director, 10% owner · 4.46M 股 · $32.32M
Director · 60.70K 股 · $452,712
Officer, Director, 10% owner · 359.60K 股 · $2.98M
Officer, Director, 10% owner · 384.00K 股 · $3.14M
Officer, Director · 200.00K 股 · $1.63M
Officer, Director · 400.00K 股 · $3.40M
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论