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Momentum-Eingaben (vergleichbare Manager):
Halterbreite +9.1% ·
Aktienfluss +1.6% ·
neue Nettopositionen +8.3%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | -12 | 295.60M | $5.35B | +2 | −15 |
| Q1 2026 | 161 | -2 | 298.78M | $6.78B | +5 | −8 |
| Q4 2025 | 162 | +1 | 308.21M | $11.70B | +3 | −1 |
| Q3 2025 | 21 | -5 | 214.06M | $10.49B | +1 | −7 |
| Q2 2025 | 24 | +2 | 140.44M | $10.11B | +4 | −2 |
| Q1 2025 | 19 | +1 | 64.91M | $3.55B | +1 | — |
| Q4 2024 | 18 | +1 | 71.05M | $8.35B | +2 | −1 |
| Q3 2024 | 16 | 0 | 65.19M | $7.15B | — | — |
| Q2 2024 | 16 | — | 64.31M | $6.28B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passiv) | 44.55M | — | $3.21B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | Baillie Gifford ✦ | 30.70M | -2.3% | $2.21B | 1.7% | ▼ Trim | 5 | SEC ↗ ×4 |
| 3 | BlackRock ✦ (passiv) | 26.66M | — | $1.92B | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 4 | Geode Capital Management ✦ (passiv) | 12.31M | +52.1% | $884.86M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passiv) | 9.80M | -1.2% | $705.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (passiv) | 2.74M | -27.6% | $197.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Viking Global Investors ✦ | 2.67M | Neu | $192.52M | 0.6% | New | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 2.16M | — | $155.59M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | ARK Investment Management ✦ | 1.48M | -5.4% | $106.28M | 0.8% | ▼ Trim | 5 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 1.28M | -16.8% | $91.92M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | Wellington Management ✦ | 1.11M | -17.7% | $79.75M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 1.11M | +182.9% | $79.69M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 13 | Coatue Management ✦ | 998.99K | Neu | $71.92M | 0.2% | New | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 700.78K | -83.9% | $50.45M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 548.99K | +1524.8% | $39.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 16 | Point72 Asset Management ✦ | 533.21K | Neu | $38.39M | 0.1% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 444.47K | +427.9% | $32.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | PRIMECAP Management ✦ | 254.93K | +22.0% | $18.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 117.39K | -79.1% | $8.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 105.55K | -91.8% | $7.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 67.66K | -64.4% | $4.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 52.06K | +151.5% | $3.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Capital World Investors ✦ | 37.37K | Neu | $2.69M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 12.11K | 0.0% | $871,583 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Viking Global Investors | $192.52M | 0.6% |
| Coatue Management | $71.92M | 0.2% |
| Point72 Asset Management | $38.39M | 0.1% |
| Capital World Investors | $2.69M | 0.0% |
Ausgestiegen
| Arrowstreet Capital | $5.70M | war 0.0% |
| Fisher Asset Management | $287,660 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1 Inhaber, 250.60K Anteile, $5,686 gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.