YALA
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +22.2% ·
flujo de acciones +5.3% ·
nuevas posiciones netas +18.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
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 | 36 | -1 | 12.36M | $67.88M | +5 | −6 |
| Q1 2026 | 37 | 0 | 13.78M | $85.84M | +5 | −5 |
| Q4 2025 | 37 | +1 | 13.56M | $94.12M | +1 | — |
| Q3 2025 | 11 | +2 | 6.72M | $50.49M | +2 | — |
| Q2 2025 | 6 | 0 | 4.26M | $28.73M | +2 | −2 |
| Q1 2025 | 6 | -1 | 1.64M | $8.54M | — | −1 |
| Q4 2024 | 7 | +1 | 2.05M | $8.31M | +1 | — |
| Q3 2024 | 5 | 0 | 1.11M | $4.56M | — | — |
| Q2 2024 | 5 | — | 1.16M | $5.27M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Arrowstreet Capital ✦ | 1.98M | 0.0% | $14.88M | 0.0% | Held | 6 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 1.43M | +0.6% | $10.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.40M | — | $10.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 655.32K | — | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 444.20K | -0.3% | $3.34M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Millennium Management ✦ | 423.54K | +98.5% | $3.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Wellington Management ✦ | 170.69K | -4.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 170.69K | -4.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 89.35K | Nuevo | $670,996 | 0.0% | New | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 72.90K | — | $547,509 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 72.90K | — | $547,509 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 32.50K | Nuevo | $244,075 | 0.0% | New | 1 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 29.09K | +18.2% | $218,503 | 0.0% | ▲ Add | 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
| Citadel Advisors | $670,996 | 0.0% |
| Fidelity (FMR) | $244,075 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 76 tenedores, 20.21M acciones, $96.01M 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.