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SOMNIGROUP INTERNATIONAL COM · 13F 机构持仓分析
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SOMNIGROUP INTERNATIONAL COM

SOMNIGROUP INTERNATIONAL INC COMSGI
持有机构数
537
机构合计市值 (Q2 2026)
$179.85亿
机构合计股数 (Q2 2026)
2.30亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,364.6万股
306 · 102 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,757.5万股
264 · 89 清仓 · ≈
⚖️ 净额
+1,607.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$179.85亿
持有机构数
537
新买入
102
加仓
204
减仓
175
清仓
89
持股不变
56
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
0.09%0.11%#110$20.64亿2,632.6万股$20.60亿2,786.1万股-153.5万股-5.51%减仓
贝莱德BlackRock, Inc.
0.02%0.03%#202$15.08亿1,923.0万股$14.89亿2,014.5万股-91.5万股-4.54%减仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.02%0.02%#240$7.18亿915.6万股$6.71亿907.8万股+7.8万股+0.86%加仓
Select Equity集团Select Equity Group, L.P.
3.45%3.51%#29$6.97亿889.3万股$6.86亿927.4万股-38.1万股-4.11%减仓
Windacre合伙人WINDACRE PARTNERSHIP LLC
6.53%6.5%#12$6.60亿842.0万股$6.08亿822.3万股+19.8万股+2.40%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%0.03%#178$6.45亿822.1万股$6.24亿843.8万股-21.7万股-2.57%减仓
道富集团STATE STREET CORP
0.02%0.02%#230$5.71亿728.0万股$5.09亿689.0万股+39.0万股+5.66%加仓
利诺尼亚合伙人Linonia Partnership LP
9.28%12.06%#6$5.19亿662.5万股$6.49亿878.2万股-215.7万股-24.57%减仓
BROWNING WEST LP
29.55%26.95%#1$4.99亿637.0万股$4.36亿589.7万股+47.3万股+8.02%加仓
艾布拉姆斯资本管理ABRAMS CAPITAL MANAGEMENT, L.P.
8.3%9.24%#10$4.55亿579.9万股$4.29亿579.9万股00.00%持仓不变
D1资本合伙人D1 Capital Partners L.P.
1.12%3.09%#51$3.90亿497.5万股$3.47亿468.8万股+28.7万股+6.12%加仓
工匠合伙人Artisan Partners Limited Partnership
0.58%0.55%#63$3.66亿466.3万股$3.42亿462.9万股+3.4万股+0.73%加仓
波士顿合伙人Boston Partners
0.31%0.29%#75$3.49亿445.3万股$2.81亿380.0万股+65.3万股+17.20%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.02%0.02%#231$3.14亿400.5万股$3.59亿485.6万股-85.1万股-17.52%减仓
伦敦公司(弗吉尼亚)LONDON CO OF VIRGINIA
1.68%1.45%#38$2.95亿376.5万股$2.35亿317.8万股+58.7万股+18.46%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#235$2.93亿374.3万股$3.01亿433.9万股-59.6万股-13.74%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.39%0.38%#70$2.57亿332.6万股$2.24亿304.6万股+28.0万股+9.18%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#253$2.51亿320.2万股$9,030.6万107.1万股+213.1万股+199.05%加仓
TIMUCUAN ASSET MANAGEMENT INC/FL
8.59%8.97%#8$2.33亿297.6万股$2.17亿294.2万股+3.4万股+1.16%加仓
Point72资产管理Point72 Asset Management, L.P.
0.25%0.21%#80$2.26亿287.8万股$1.64亿221.8万股+66.1万股+29.80%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.02%0.01%#218$2.15亿274.7万股$1.26亿170.5万股+104.2万股+61.12%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#254$2.05亿261.0万股$1.66亿224.3万股+36.7万股+16.37%加仓
城堡顾问CITADEL ADVISORS LLC
0.02%0.01%#197$2.04亿260.3万股$5,778.2万78.2万股+182.2万股+233.03%加仓
第三点对冲基金Third Point LLC
4.31%8.06%#20$2.02亿257.1万股$1.68亿227.1万股+30.0万股+13.21%加仓
贝克·麦克·奥利弗BECK MACK & OLIVER LLC
3.77%4.21%#26$1.94亿246.8万股$1.78亿240.9万股+5.9万股+2.45%加仓
瑞银集团UBS Group AG
0.02%0.02%#194$1.85亿235.5万股$1.11亿150.0万股+85.6万股+57.07%加仓
Avantyr 资本合伙人Avantyr Capital Partners, LP
6.21%2.22%#13$1.69亿215.3万股$4,614.1万62.4万股+152.9万股+244.93%加仓
STEADFAST 资本管理STEADFAST CAPITAL MANAGEMENT LP
5.09%2.65%#18$1.66亿211.8万股$7,741.6万104.7万股+107.0万股+102.21%加仓
挪威央行投资管理NORGES BANK
0.02%0.02%#236$1.61亿205.6万股$1.35亿225.2万股-19.6万股-8.71%减仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
0.03%0.03%#184$1.51亿192.7万股$1.41亿190.9万股+1.8万股+0.92%加仓
司各脱资管SCOPUS ASSET MANAGEMENT, L.P.
1.99%0.69%#37$1.40亿178.5万股$3,958.4万53.6万股+125.0万股+233.33%加仓
北方信托NORTHERN TRUST CORP
0.02%0.02%#237$1.37亿174.7万股$1.31亿177.2万股-2.4万股-1.38%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#196$1.36亿173.1万股$1.32亿178.5万股-5.3万股-2.99%减仓
景顺Invesco Ltd.
0.01%0.02%#272$1.29亿164.5万股$1.04亿140.5万股+24.0万股+17.08%加仓
Castle Hook合伙人Castle Hook Partners LP
0.56%0.01%#64$1.22亿155.7万股$67.7万9,160股+154.8万股+16,894.31%加仓
EMINENCE CAPITAL, LP
2.33%2.56%#35$1.12亿151.3万股$1.12亿151.3万股00.00%持仓不变
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.02%#244$1.12亿142.3万股$1.05亿142.7万股-3,394股-0.24%减仓
Avala Global LP
3.98%6%#25$1.08亿137.5万股$1.25亿168.9万股-31.3万股-18.56%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.02%#226$1.07亿136.1万股$1.04亿140.1万股-4.0万股-2.86%减仓
Cartenna 资本Cartenna Capital, LP
2.52%0.2%#33$1.06亿135.0万股$554.4万7.5万股+127.5万股+1,700.00%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.02%0.02%#201$1.04亿132.6万股$9,782.3万132.3万股+3,068股+0.23%加仓
Forest Avenue Capital Management LP
4.27%4.44%#22$1.02亿129.6万股$7,482.0万101.2万股+28.4万股+28.05%加仓
Luxor资本集团Luxor Capital Group, LP
3.76%#27$9,471.5万120.8万股$00股+120.8万股新买入
Hudson Way Capital Management LLC
8.43%9.07%#9$9,453.5万120.6万股$9,486.2万128.3万股-7.7万股-6.04%减仓
SEI投资SEI INVESTMENTS CO
0.08%0.08%#115$9,070.5万115.7万股$8,947.5万121.0万股-5.3万股-4.42%减仓
FIL(富达国际)FIL Ltd
0.06%<0.01%#133$8,336.5万106.3万股$3.2万436股+106.3万股+243,783.26%加仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.06%0.05%#137$8,287.5万105.7万股$6,836.4万92.8万股+13.0万股+13.98%加仓
Artemis投资管理Artemis Investment Management LLP
0.71%0.3%#59$8,018.4万102.3万股$2,798.1万37.9万股+64.4万股+170.19%加仓
140 Summer Partners LP
5.57%3.24%#17$7,803.1万99.5万股$5,299.0万71.7万股+27.8万股+38.84%加仓
枫巷资本MAPLELANE CAPITAL, LLC
1.39%#44$7,672.2万97.9万股$00股+97.9万股新买入

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