ST
Sensata Technologies Holding plc · Technology · Hardware, Equipment & Parts
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.8% · nuevas posiciones netas -5.3% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | -3 | 99.03M | $4.72B | +7 | −11 |
| Q1 2026 | 131 | +7 | 107.17M | $3.77B | +9 | −3 |
| Q4 2025 | 124 | 0 | 121.13M | $4.03B | +2 | −1 |
| Q3 2025 | 19 | 0 | 56.12M | $1.71B | +1 | −2 |
| Q2 2025 | 17 | 0 | 56.69M | $1.71B | +2 | −2 |
| Q1 2025 | 14 | -1 | 25.98M | $630.40M | — | −1 |
| Q4 2024 | 15 | +2 | 26.59M | $728.69M | +2 | — |
| Q3 2024 | 12 | +1 | 17.56M | $629.81M | +2 | −1 |
| Q2 2024 | 11 | — | 13.81M | $516.29M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 15.00M | +2.4% | $458.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 13.11M | -3.1% | $400.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 3 | T. Rowe Price ✦ | 8.81M | -11.1% | $269.16M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (pasivo) | 4.78M | -0.8% | $146.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Elliott Investment Management ✦ | 3.25M | 0.0% | $99.29M | 0.7% | Held | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 2.66M | +4.2% | $81.29M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 1.41M | +157.7% | $43.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 1.14M | — | $34.84M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 9 | Gotham Asset Management ✦ | 804.12K | +51.7% | $24.57M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 10 | Millennium Management ✦ | 791.87K | -58.1% | $24.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 759.93K | -14.6% | $23.22M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 12 | Citadel Advisors ✦ | 750.26K | -24.2% | $22.92M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | Renaissance Technologies ✦ | 745.30K | +5.0% | $22.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 653.64K | — | $19.97M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 15 | Point72 Asset Management ✦ | 630.11K | +30.1% | $19.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 418.34K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Bridgewater Associates ✦ | 318.26K | +187.7% | $9.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Marshall Wace ✦ | 62.60K | Nuevo | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 27.51K | +14.6% | $840,431 | 0.0% | ▲ Add | 6 | 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
| Marshall Wace | $1.91M | 0.0% |
Posición cerrada
| Norges Bank | $53.39M | era 0.0% |
| Arrowstreet Capital | $750,191 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 415 tenedores, 152.56M acciones, $5.01B 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.