ODD
Oddity Tech Ltd. · Consumer Defensive · Household & Personal Products
Señales de momentum (gestores comparables):
amplitud de titulares -12.5% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -14.3%
— 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 | 59 | -2 | 28.05M | $423.80M | +8 | −10 |
| Q1 2026 | 64 | -11 | 26.97M | $360.89M | +7 | −18 |
| Q4 2025 | 75 | -1 | 30.93M | $1.24B | — | −1 |
| Q3 2025 | 19 | +2 | 21.63M | $1.35B | +2 | — |
| Q2 2025 | 14 | -2 | 16.90M | $1.28B | — | −2 |
| Q1 2025 | 13 | 0 | 7.73M | $334.20M | +1 | −1 |
| Q4 2024 | 13 | 0 | 8.23M | $345.67M | — | — |
| Q3 2024 | 12 | 0 | 8.09M | $326.62M | +1 | −1 |
| Q2 2024 | 12 | — | 8.46M | $332.00M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 6.12M | -2.2% | $461.70M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 6.12M | -2.2% | $461.70M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 6.12M | -2.2% | $461.70M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 6.12M | -2.2% | $461.70M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 6.12M | -2.2% | $461.70M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 3.38M | — | $254.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 3.38M | — | $254.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 3.38M | — | $254.98M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 3.38M | — | $254.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 2.06M | +1747.1% | $155.52M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 2.06M | +1747.1% | $155.52M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 953.48K | — | $71.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Arrowstreet Capital ✦ | 835.32K | +8711.3% | $63.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 777.41K | +255.0% | $58.67M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 761.20K | +434.6% | $57.45M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 624.68K | +784.3% | $47.14M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 26 | Marshall Wace ✦ | 464.27K | +118.7% | $35.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Marshall Wace ✦ | 464.27K | +118.7% | $35.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Millennium Management ✦ | 429.80K | +175.7% | $32.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (pasivo) | 367.40K | +38.4% | $27.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Geode Capital Management ✦ (pasivo) | 75.06K | +12.9% | $5.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 75.06K | +12.9% | $5.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | The Vanguard Group ✦ (pasivo) | 34.48K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | The Vanguard Group ✦ (pasivo) | 34.48K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 18.52K | -41.3% | $1.40M | 0.0% | ▼ Trim | 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
| Wellington Management | $7.16M | era 0.0% |
| Norges Bank | $868,098 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 800.00K acciones, $10,704 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.