ENPH
Enphase Energy, Inc. · Energy · Solar
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -6.7% ·
Aktienfluss +10.9% ·
neue Nettopositionen -7.1%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +1 | 86.17M | $4.24B | +11 | −9 |
| Q1 2026 | 132 | +3 | 94.01M | $3.55B | +9 | −7 |
| Q4 2025 | 129 | -1 | 107.67M | $3.37B | +1 | −1 |
| Q3 2025 | 23 | +2 | 66.61M | $2.36B | +4 | −3 |
| Q2 2025 | 19 | +1 | 61.17M | $2.42B | +2 | −1 |
| Q1 2025 | 15 | +1 | 29.98M | $1.86B | +1 | — |
| Q4 2024 | 14 | -1 | 25.11M | $1.72B | — | −1 |
| Q3 2024 | 14 | -2 | 16.42M | $1.85B | — | −2 |
| Q2 2024 | 16 | — | 16.85M | $1.68B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 8.37M | +32.0% | $574.97M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 8.37M | +32.0% | $574.97M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 8.37M | +32.0% | $574.97M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 8.37M | +32.0% | $574.97M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passiv) | 6.22M | — | $427.66M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passiv) | 6.22M | — | $427.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 3.91M | +15.0% | $268.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passiv) | 3.43M | +1.4% | $234.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Geode Capital Management ✦ (passiv) | 3.43M | +1.4% | $234.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 1.03M | +147.0% | $71.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Millennium Management ✦ | 1.03M | +147.0% | $71.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Norges Bank ✦ (passiv) | 674.70K | +129.8% | $46.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 643.43K | +338.9% | $44.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 643.43K | +338.9% | $44.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 337.05K | +592.7% | $23.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 337.05K | +592.7% | $23.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 337.05K | +592.7% | $23.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 193.70K | -54.4% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 193.70K | -54.4% | $13.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 149.67K | -81.2% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 149.67K | -81.2% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Adage Capital Partners ✦ | 126.20K | -1.1% | $8.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 7.41K | -59.0% | $508,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 7.41K | -59.0% | $508,713 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Marshall Wace ✦ | 4.20K | -91.5% | $288,456 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 3.54K | -42.0% | $243,127 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Coatue Management | $108.58M | war 0.4% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1 Inhaber, 62.40K Anteile, $2,359 gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Director · 1.50K Ant. · $60,547
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik