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Silicon Motion Technology Corporation · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -23.1% ·
flujo de acciones -30.0% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +16 | 11.93M | $3.93B | +20 | −5 |
| Q1 2026 | 83 | +8 | 12.24M | $1.37B | +13 | −5 |
| Q4 2025 | 74 | -1 | 11.65M | $1.08B | — | −1 |
| Q3 2025 | 17 | -1 | 6.28M | $595.70M | — | −1 |
| Q2 2025 | 15 | +3 | 5.93M | $445.74M | +3 | — |
| Q1 2025 | 10 | 0 | 2.13M | $107.46M | — | — |
| Q4 2024 | 10 | -3 | 2.89M | $156.33M | — | −3 |
| Q3 2024 | 12 | -1 | 4.13M | $211.99M | — | −1 |
| Q2 2024 | 13 | — | 4.05M | $328.38M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 797.19K | +40.1% | $43.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Adage Capital Partners ✦ | 628.21K | -29.7% | $33.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 613.75K | -21.7% | $33.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 324.15K | +4.7% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 324.15K | +4.7% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 180.21K | -32.2% | $9.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 138.58K | -45.5% | $7.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 69.63K | +128.3% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 55.61K | — | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 48.67K | -58.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 48.67K | -58.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 48.67K | -58.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Marshall Wace ✦ | 48.67K | -58.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 36.25K | +0.8% | $1.96M | 0.0% | ▲ Add | 3 | 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
| Norges Bank | $11.54M | era 0.0% |
| Arrowstreet Capital | $1.26M | era 0.0% |
| D. E. Shaw & Co. | $1.26M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 270 tenedores, 27.06M acciones, $2.75B 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.