WOLF
Wolfspeed Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | +32 | 32.12M | $1.54B | +41 | −9 |
| Q1 2026 | 51 | +3 | 26.80M | $408.79M | +9 | −6 |
| Q4 2025 | 48 | +4 | 22.41M | $359.48M | +7 | −3 |
| Q3 2025 | 11 | -5 | 5.06M | $100.39M | +2 | −7 |
| Q2 2025 | 13 | -1 | 35.45M | $14.14M | +1 | −2 |
| Q1 2025 | 11 | +1 | 27.16M | $83.12M | +1 | — |
| Q4 2024 | 10 | -2 | 37.98M | $252.94M | — | −2 |
| Q3 2024 | 11 | -1 | 29.26M | $283.79M | — | −1 |
| Q2 2024 | 12 | — | 16.63M | $378.62M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 8.00M | +2605.6% | $77.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 8.00M | +2605.6% | $77.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 8.00M | +2605.6% | $77.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 8.00M | +2605.6% | $77.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | PRIMECAP Management ✦ | 6.35M | +5.0% | $61.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 5.09M | +302.9% | $49.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 5.09M | +302.9% | $49.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 5.09M | +302.9% | $49.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 2.50M | +355.8% | $24.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 2.01M | -2.6% | $19.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 2.01M | -2.6% | $19.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.75M | +390.4% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 1.75M | +390.4% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 1.57M | +1407.7% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.57M | +1407.7% | $15.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Capital World Investors ✦ | 789.81K | -75.1% | $7.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 591.71K | +195.7% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 591.71K | +195.7% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Norges Bank ✦ (pasivo) | 565.50K | -47.1% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 25.52K | -75.6% | $247,544 | 0.0% | ▼ Trim | 2 | 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 | $31.92M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 2.09M acciones, $5.52M 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.