ICHR
Ichor Holdings, Ltd. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -25.0% ·
flujo de acciones +1.0% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | +17 | 24.90M | $2.79B | +22 | −5 |
| Q1 2026 | 91 | +13 | 23.06M | $1.07B | +21 | −8 |
| Q4 2025 | 77 | -1 | 26.14M | $481.84M | — | −1 |
| Q3 2025 | 18 | +3 | 16.95M | $297.05M | +3 | — |
| Q2 2025 | 12 | -4 | 14.37M | $282.27M | — | −4 |
| Q1 2025 | 13 | -1 | 4.60M | $103.97M | — | −1 |
| Q4 2024 | 14 | +1 | 4.69M | $151.25M | +1 | — |
| Q3 2024 | 12 | 0 | 3.70M | $117.55M | — | — |
| Q2 2024 | 12 | — | 3.18M | $122.71M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.32M | — | $104.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 3.19M | — | $62.63M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 3.19M | — | $62.63M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 3.19M | — | $62.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 3.19M | — | $62.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 3.19M | — | $62.63M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.83M | +10.2% | $35.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (pasivo) | 1.25M | +0.5% | $24.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.13M | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.13M | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 1.13M | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.13M | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Geode Capital Management ✦ (pasivo) | 826.40K | +0.7% | $16.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 826.40K | +0.7% | $16.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 625.89K | +43.4% | $12.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 625.89K | +43.4% | $12.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 93.44K | +159.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 93.44K | +159.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 93.44K | +159.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 93.44K | +159.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 93.44K | +159.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Millennium Management ✦ | 47.22K | +126.2% | $927,381 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 24.10K | +75.9% | $473,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 18.62K | -82.3% | $365,795 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 18.62K | -82.3% | $365,795 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 16.91K | +19.8% | $333,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Fisher Asset Management | $2.74M | era 0.0% |
| Marshall Wace | $2.04M | era 0.0% |
| Two Sigma Investments | $445,146 | era 0.0% |
| Gotham Asset Management | $261,688 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 249 tenedores, 32.21M acciones, $1.50B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 500 acc. · $31,335
Officer, Director · 814 acc. · $49,971
Director · 400 acc. · $27,256
Director · 5.18K acc. · $337,880
Director · 3.15K acc. · $207,868
Director · 1.20K acc. · $80,172
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología