SNX
TD Synnex Corp · Technology · Technology Distributors
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones -3.0% ·
nuevas posiciones netas -16.7%
— 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 Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | +12 | 48.75M | $12.96B | +13 | — |
| Q1 2026 | 133 | +3 | 46.81M | $7.85B | +8 | −6 |
| Q4 2025 | 129 | -1 | 50.80M | $7.63B | +2 | −2 |
| Q3 2025 | 23 | +3 | 36.96M | $6.05B | +3 | −1 |
| Q2 2025 | 18 | +3 | 29.90M | $4.06B | +4 | −1 |
| Q1 2025 | 12 | -2 | 6.73M | $699.25M | — | −2 |
| Q4 2024 | 14 | -2 | 6.94M | $813.60M | +1 | −3 |
| Q3 2024 | 15 | +1 | 5.11M | $611.84M | +1 | — |
| Q2 2024 | 14 | — | 6.21M | $717.21M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.35M | +1.2% | $244.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.38M | +5.0% | $143.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.38M | +5.0% | $143.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 1.03M | -0.8% | $106.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 977.89K | -7.3% | $101.09M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 500.34K | +37.5% | $52.02M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 500.34K | +37.5% | $52.02M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 200.38K | +9.1% | $20.83M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Wellington Management ✦ | 103.66K | +257.2% | $10.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Wellington Management ✦ | 103.66K | +257.2% | $10.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Wellington Management ✦ | 103.66K | +257.2% | $10.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 103.66K | +257.2% | $10.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 71.76K | -6.9% | $7.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 71.76K | -6.9% | $7.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Millennium Management ✦ | 63.45K | -55.3% | $6.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Greenlight Capital (DME Capital) ✦ | 46.22K | -14.1% | $4.80M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | Greenlight Capital (DME Capital) ✦ | 46.22K | -14.1% | $4.80M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 8.59K | -59.7% | $893,120 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 3.46K | -83.9% | $360,013 | 0.0% | ▼ Trim | 4 | 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
| Point72 Asset Management | $37.70M | era 0.1% |
| Marshall Wace | $378,110 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 599 tenedores, 71.84M acciones, $11.14B 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.