UCTT
Ultra Clean Holdings, Inc. · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +1.5% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | +15 | 32.54M | $4.57B | +20 | −6 |
| Q1 2026 | 106 | +16 | 29.22M | $1.81B | +22 | −6 |
| Q4 2025 | 90 | 0 | 29.71M | $752.71M | — | — |
| Q3 2025 | 16 | +1 | 18.11M | $493.41M | +1 | — |
| Q2 2025 | 12 | 0 | 15.83M | $357.31M | — | — |
| Q1 2025 | 9 | -2 | 3.81M | $81.54M | — | −2 |
| Q4 2024 | 11 | -2 | 4.01M | $144.10M | — | −2 |
| Q3 2024 | 12 | +3 | 2.20M | $88.03M | +5 | −2 |
| Q2 2024 | 9 | — | 2.17M | $106.44M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passief) | 1.05M | +1.0% | $41.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 1.05M | +1.0% | $41.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 263.00K | +1937.2% | $10.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 227.69K | Nieuw | $9.09M | 0.0% | New | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 227.69K | Nieuw | $9.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 197.89K | +66.2% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 158.41K | +5.4% | $6.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 84.65K | Nieuw | $3.38M | 0.0% | New | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 81.05K | +180.9% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 81.05K | +180.9% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 71.10K | +151.7% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 71.10K | +151.7% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 42.22K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 42.22K | Nieuw | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 16.40K | -58.4% | $655,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 9.57K | Nieuw | $382,130 | 0.0% | New | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 4.78K | Nieuw | $190,896 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $9.09M | 0.0% |
| D. E. Shaw & Co. | $9.09M | 0.0% |
| Two Sigma Investments | $3.38M | 0.0% |
| Marshall Wace | $1.69M | 0.0% |
| Marshall Wace | $1.69M | 0.0% |
| Gotham Asset Management | $382,130 | 0.0% |
| Point72 Asset Management | $190,896 | 0.0% |
Verlaten
| Wellington Management | $26.02M | was 0.0% |
| Adage Capital Partners | $11.03M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 327 houders, 44.65M aandelen, $2.68B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.