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ON Semiconductor Corporation · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +8.1% ·
nuevas posiciones netas -6.7%
— 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 Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | +9 | 314.47M | $29.64B | +12 | −2 |
| Q1 2026 | 157 | -3 | 323.63M | $19.91B | +2 | −6 |
| Q4 2025 | 159 | +2 | 354.95M | $19.24B | +3 | — |
| Q3 2025 | 21 | 0 | 241.60M | $11.91B | +1 | −2 |
| Q2 2025 | 19 | +1 | 196.13M | $10.28B | +1 | — |
| Q1 2025 | 15 | -1 | 49.17M | $2.00B | +1 | −2 |
| Q4 2024 | 16 | 0 | 45.49M | $2.87B | — | — |
| Q3 2024 | 15 | -1 | 29.79M | $2.16B | — | −1 |
| Q2 2024 | 16 | — | 29.30M | $2.01B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 21.31M | +0.5% | $867.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 11.22M | +6.7% | $455.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 11.22M | +6.7% | $455.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 5.38M | Nuevo | $219.00M | 0.2% | New | 1 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 5.38M | Nuevo | $219.00M | 0.2% | New | 1 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 5.38M | Nuevo | $219.00M | 0.2% | New | 1 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 5.38M | Nuevo | $219.00M | 0.2% | New | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (pasivo) | 3.98M | -33.7% | $161.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 2.40M | +314.7% | $97.76M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.50M | +94.0% | $61.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 1.50M | +94.0% | $61.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Marshall Wace ✦ | 776.82K | +123.2% | $31.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Marshall Wace ✦ | 776.82K | +123.2% | $31.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Millennium Management ✦ | 727.84K | +16.5% | $29.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 654.30K | -30.1% | $26.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 654.30K | -30.1% | $26.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 335.54K | +63.0% | $13.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 299.60K | -11.3% | $12.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 264.41K | -89.1% | $10.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 166.49K | +210.1% | $6.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 121.36K | +187.9% | $4.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 121.36K | +187.9% | $4.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 121.36K | +187.9% | $4.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 121.36K | +187.9% | $4.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 121.36K | +187.9% | $4.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 36.96K | -88.0% | $1.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Wellington Management ✦ | 36.96K | -88.0% | $1.50M | 0.0% | ▼ Trim | 4 | 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
| Baillie Gifford | $219.00M | 0.2% |
| Baillie Gifford | $219.00M | 0.2% |
| Baillie Gifford | $219.00M | 0.2% |
| Baillie Gifford | $219.00M | 0.2% |
Posición cerrada
| Bridgewater Associates | $42.67M | era 0.2% |
| Fisher Asset Management | $28.12M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 46.00K acciones, $2,848 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.