SEMR
nom en attente d'intégration au profil
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +2.6% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 5.60M | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 5.60M | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 5.60M | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 5.60M | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 5.60M | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 4.14M | — | $37.48M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Wellington Management ✦ | 1.79M | -1.8% | $16.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passif) | 1.22M | +7.0% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 1.16M | +250.4% | $10.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 1.16M | +250.4% | $10.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 932.87K | +13.2% | $8.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passif) | 932.87K | +13.2% | $8.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Arrowstreet Capital ✦ | 618.23K | -5.3% | $5.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 600.54K | +99.1% | $5.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 600.54K | +99.1% | $5.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 600.54K | +99.1% | $5.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 600.54K | +99.1% | $5.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 600.54K | +99.1% | $5.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Millennium Management ✦ | 563.79K | -56.9% | $5.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 452.30K | +30.1% | $4.09M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 108.83K | -21.0% | $984,948 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 34.75K | -81.3% | $314,524 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 34.75K | -81.3% | $314,524 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 23.02K | +47.7% | $209,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Norges Bank ✦ (passif) | 15.53K | 0.0% | $140,519 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 1.91K | — | $17,295 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.91K | — | $17,295 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 160 détenteurs, 73.46M actions, $798.71M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.