LBTYA
Liberty Global plc · Communication Services · Telecommunications Services
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.0% ·
aandelenstroom +0.1% ·
netto nieuwe posities -11.1%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | 0 | 167.77M | $1.88B | +7 | −8 |
| Q1 2026 | 110 | +4 | 164.11M | $1.96B | +8 | −5 |
| Q4 2025 | 107 | 0 | 184.90M | $2.05B | +1 | — |
| Q3 2025 | 21 | +1 | 118.50M | $1.37B | +1 | −1 |
| Q2 2025 | 18 | -2 | 111.95M | $1.14B | — | −2 |
| Q1 2025 | 17 | 0 | 87.26M | $1.03B | +1 | −1 |
| Q4 2024 | 17 | -2 | 103.24M | $1.34B | — | −2 |
| Q3 2024 | 18 | -1 | 109.32M | $2.34B | — | −1 |
| Q2 2024 | 19 | — | 107.37M | $1.90B | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baupost Group ✦ | 29.73M | 0.0% | $305.04M | 7.4% | Held | 5 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passief) | 16.07M | — | $163.35M | 0.0% | n/c | 1 | SEC ↗ ×33 |
| 3 | Dodge & Cox ✦ | 11.45M | 0.0% | $116.62M | 0.1% | Held | 5 | SEC ↗ ×2 |
| 4 | Oaktree Capital Management ✦ | 8.21M | +14.0% | $82.20M | 2.1% | ▲ Add | 5 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 8.08M | +30.5% | $81.71M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | The Vanguard Group ✦ (passief) | 7.52M | — | $76.57M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | State Street Global Advisors ✦ (passief) | 6.21M | +1.9% | $63.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passief) | 5.61M | -4.0% | $57.01M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 9 | Greenlight Capital (DME Capital) ✦ | 5.22M | 0.0% | $52.26M | 2.2% | Held | 5 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (passief) | 4.17M | +3.6% | $41.87M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | GAMCO Investors ✦ | 2.38M | +3.5% | $24.04M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 2.39M | +103.4% | $23.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 13 | Millennium Management ✦ | 2.03M | -44.5% | $20.48M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Fidelity (FMR) ✦ | 999.84K | — | $10.23M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | D. E. Shaw & Co. ✦ | 842.21K | -48.3% | $8.60M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 16 | Marshall Wace ✦ | 465.66K | -17.8% | $4.80M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 323.67K | -82.4% | $3.32M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 18 | T. Rowe Price ✦ | 237.54K | -0.2% | $2.41M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Wellington Management | $736,652 | was 0.0% |
| Point72 Asset Management | $293,906 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 283 houders, 170.17M aandelen, $1.96B 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.