证券记录 · 已归档季度
DY
Dycom Industries, Inc. · Industrials · Engineering & Construction
13被追踪持有人
—Δ持有人
2.94M持有股份
$495.78M报告持仓市值
+0新建仓位
−0清仓
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 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 134 | +6 | 17.04M | $8.60B | +15 | −9 |
| Q1 2026 | 131 | +3 | 18.55M | $6.27B | +9 | −7 |
| Q4 2025 | 127 | -1 | 19.27M | $6.52B | +2 | −2 |
| Q3 2025 | 20 | 0 | 13.35M | $3.90B | +1 | −2 |
| Q2 2025 | 18 | +2 | 11.56M | $2.82B | +2 | — |
| Q1 2025 | 13 | 0 | 4.25M | $646.71M | +1 | −1 |
| Q4 2024 | 13 | 0 | 4.12M | $716.83M | +1 | −1 |
| Q3 2024 | 12 | -1 | 2.88M | $568.40M | +1 | −2 |
| Q2 2024 | 13 | — | 2.94M | $495.78M | — | — |
持有人 · Q2 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 1.63M | — | $275.32M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 641.77K | — | $108.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (被动) | 641.77K | — | $108.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (被动) | 323.11K | — | $54.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 103.10K | — | $17.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 102.38K | — | $17.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 102.38K | — | $17.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 35.32K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 35.32K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 25.80K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 23.04K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 23.04K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 23.04K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 23.01K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 15.47K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | GAMCO Investors ✦ | 5.46K | — | $920,923 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 4.61K | — | $778,490 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 3.16K | — | $532,775 | 0.0% | n/c | 1 | 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
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 511 持有人, 28.18M 股份, $9.34B 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。
常见共同持仓
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。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2024 ·
方法论 ·
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