GLBE
Global-e Online Ltd. · Consumer Cyclical · Specialty Retail
动量输入(同类管理人):
持有人广度 +27.3% ·
股份流向 -4.5% ·
净新建仓位 +20.0%
— 公式
持股分散化 — 持有人增多,合计持仓比例缩小
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | 0 | 49.88M | $1.73B | +6 | −5 |
| Q1 2026 | 87 | 0 | 47.46M | $1.46B | +6 | −7 |
| Q4 2025 | 88 | -1 | 49.02M | $1.93B | +1 | −1 |
| Q3 2025 | 18 | +1 | 37.83M | $1.35B | +3 | −3 |
| Q2 2025 | 15 | 0 | 20.48M | $686.95M | +1 | −1 |
| Q1 2025 | 12 | -2 | 15.31M | $545.65M | — | −2 |
| Q4 2024 | 14 | +3 | 13.02M | $709.64M | +4 | −1 |
| Q3 2024 | 10 | 0 | 12.01M | $461.48M | +2 | −2 |
| Q2 2024 | 10 | — | 10.26M | $372.19M | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 5.73M | 0.0% | $312.60M | 0.0% | Held | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (被动) | 1.62M | — | $88.48M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 1.14M | +36.9% | $62.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 972.02K | +4.1% | $52.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (被动) | 972.02K | +4.1% | $52.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 923.05K | +3.5% | $50.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 923.05K | +3.5% | $50.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 923.05K | +3.5% | $50.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 923.05K | +3.5% | $50.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (被动) | 712.90K | +2.3% | $38.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | ARK Investment Management ✦ | 455.46K | -1.5% | $24.84M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 12 | Marshall Wace ✦ | 437.42K | +951.2% | $23.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Marshall Wace ✦ | 437.42K | +951.2% | $23.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Millennium Management ✦ | 408.33K | -82.0% | $22.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 341.89K | 新增 | $18.64M | 0.0% | New | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 146.47K | 新增 | $7.99M | 0.0% | New | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 60.16K | +16.9% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 60.16K | +16.9% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 57.70K | 新增 | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 8.80K | 新增 | $479,864 | 0.0% | New | 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
| Arrowstreet Capital | $18.64M | 0.0% |
| D. E. Shaw & Co. | $7.99M | 0.0% |
| Two Sigma Investments | $3.15M | 0.0% |
| Renaissance Technologies | $479,864 | 0.0% |
已清仓
| Adage Capital Partners | $3.84M | 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): 233 持有人, 109.67M 股份, $3.08B 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 · 25.00K 股 · $1.04M
Officer, Director · 25.00K 股 · $1.03M
Officer, Director · 14.58K 股 · $600,472
Officer, Director · 81.56K 股 · $3.45M
Officer, Director · 100.00K 股 · $4.21M
Officer, Director · 16.81K 股 · $713,085
Officer, Director · 322 股 · $13,548
Officer, Director · 100.00K 股 · $4.22M
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