SEMR
nombre pendiente de incorporación al perfil
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 73 | +3 | 36.42M | $434.78M | +7 | −5 |
| Q4 2025 | 71 | 0 | 33.07M | $393.19M | +3 | −2 |
| Q3 2025 | 18 | +1 | 21.09M | $149.30M | +1 | −1 |
| Q2 2025 | 15 | 0 | 17.26M | $156.19M | — | — |
| Q1 2025 | 12 | 0 | 7.08M | $66.06M | +1 | −1 |
| Q4 2024 | 12 | -1 | 6.64M | $78.90M | — | −1 |
| Q3 2024 | 12 | +1 | 4.23M | $66.48M | +1 | — |
| Q2 2024 | 11 | — | 3.26M | $43.59M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.36M | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.36M | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.36M | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.36M | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.36M | — | $18.23M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 752.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 752.12K | — | $10.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 294.37K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 278.70K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 233.65K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 233.65K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 233.65K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 177.87K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 58.45K | — | $783,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 58.45K | — | $783,000 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 58.47K | — | $783,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 16.49K | — | $220,828 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 14.70K | — | $196,860 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 9.19K | — | $123,033 | 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): 160 tenedores, 73.46M acciones, $798.71M 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.