SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | +3 | 38.09M | $2.22B | +11 | −8 |
| Q1 2026 | 102 | +3 | 38.32M | $1.95B | +13 | −10 |
| Q4 2025 | 99 | -2 | 42.97M | $1.24B | +1 | −3 |
| Q3 2025 | 19 | +3 | 22.56M | $834.60M | +3 | — |
| Q2 2025 | 13 | -1 | 18.48M | $376.90M | +2 | −3 |
| Q1 2025 | 11 | -1 | 7.82M | $126.53M | +1 | −2 |
| Q4 2024 | 12 | -2 | 9.68M | $131.71M | +1 | −3 |
| Q3 2024 | 13 | +1 | 9.23M | $211.54M | +1 | — |
| Q2 2024 | 12 | — | 7.15M | $180.54M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 1.72M | — | $43.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.72M | — | $43.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 1.41M | — | $35.55M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 1.15M | — | $28.95M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 682.57K | — | $17.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 682.57K | — | $17.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 595.05K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 572.22K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 572.22K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 572.22K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Marshall Wace ✦ | 555.96K | — | $14.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 261.80K | — | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 106.41K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Coatue Management ✦ | 43.50K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 29.49K | — | $745,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 24.16K | — | $600,259 | 0.0% | n/c | 1 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 5.10K acciones, $260 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.