SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.1% ·
Aktienfluss +1.7% ·
neue Nettopositionen -7.7%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 7.05M | — | $143.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 3.27M | — | $66.77M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passiv) | 3.27M | — | $66.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passiv) | 3.27M | — | $66.77M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passiv) | 3.27M | — | $66.77M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passiv) | 3.27M | — | $66.77M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 1.84M | +299.2% | $37.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 1.84M | +299.2% | $37.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passiv) | 1.75M | -6.3% | $35.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passiv) | 1.75M | -6.3% | $35.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Millennium Management ✦ | 1.53M | -12.0% | $31.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Millennium Management ✦ | 1.53M | -12.0% | $31.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 1.30M | +3.7% | $26.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passiv) | 749.59K | +1.0% | $15.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passiv) | 749.59K | +1.0% | $15.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 591.60K | Neu | $12.07M | 0.0% | New | 1 | SEC ↗ |
| 30 | Marshall Wace ✦ | 251.42K | -29.1% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Marshall Wace ✦ | 251.42K | -29.1% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Marshall Wace ✦ | 251.42K | -29.1% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 73.88K | -82.3% | $1.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 30.18K | +146.3% | $598,469 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 30.18K | +146.3% | $598,469 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 30.18K | +146.3% | $598,469 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 30.18K | +146.3% | $598,469 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | Wellington Management ✦ | 19.77K | Neu | $403,267 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 15.96K | — | $325,494 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 15.96K | — | $325,494 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Renaissance Technologies | $12.07M | 0.0% |
| Wellington Management | $403,267 | 0.0% |
Ausgestiegen
| Point72 Asset Management | $13.03M | war 0.0% |
| Baillie Gifford | $2.04M | war 0.0% |
| Coatue Management | $703,830 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1 Inhaber, 5.10K Anteile, $260 gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.