DAWN
Day One Biopharmaceuticals, Inc. · Healthcare · Biotechnology
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.1% ·
aandelenstroom +13.3% ·
netto nieuwe posities -7.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q1 2026 | 86 | +1 | 49.82M | $1.05B | +13 | −13 |
| Q4 2025 | 86 | +2 | 51.33M | $478.37M | +3 | — |
| Q3 2025 | 15 | -1 | 35.84M | $252.66M | — | −2 |
| Q2 2025 | 14 | -1 | 36.93M | $240.03M | +1 | −2 |
| Q1 2025 | 12 | -2 | 10.53M | $83.51M | — | −2 |
| Q4 2024 | 14 | 0 | 10.71M | $135.72M | +1 | −1 |
| Q3 2024 | 13 | -1 | 9.77M | $136.05M | +1 | −2 |
| Q2 2024 | 14 | — | 8.62M | $118.84M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Viking Global Investors ✦ | 2.56M | 0.0% | $35.64M | 0.1% | Held | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 2.54M | +8.2% | $35.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 2.54M | +8.2% | $35.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 1.43M | +10.5% | $19.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passief) | 1.43M | +10.5% | $19.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Adage Capital Partners ✦ | 900.00K | Nieuw | $12.54M | 0.0% | New | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 721.58K | +142.1% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 721.58K | +142.1% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 721.58K | +142.1% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 721.58K | +142.1% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 484.26K | +31.0% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 484.26K | +31.0% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 407.50K | +36.2% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Norges Bank ✦ (passief) | 169.00K | 0.0% | $2.35M | 0.0% | Held | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 143.13K | -36.2% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 143.13K | -36.2% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 130.31K | +15.3% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 130.31K | +15.3% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 106.49K | -36.5% | $1.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 94.84K | +31.5% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 73.30K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Adage Capital Partners | $12.54M | 0.0% |
Verlaten
| Point72 Asset Management | $6.48M | was 0.0% |
| Marshall Wace | $2.22M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 206 houders, 83.68M aandelen, $1.67B 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.