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Ubiquiti
UI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
USD 96.6 M +USD 35.2 M +1,144,690 +61%
AKRE Capital Management
2
AKRE Capital Management
Virginia
USD 85.5 M +USD 4.81 M +156,470 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
USD 63.7 M +USD 9.04 M +294,121 +17%
UBS O'Connor
4
UBS O'Connor
Illinois
USD 52.9 M -USD 13 M -423,150 -20%
Thornburg Investment Management
5
Thornburg Investment Management
New Mexico
USD 50.5 M +USD 22.9 M +743,843 +89%
EdgePoint Investment Group
6
EdgePoint Investment Group
Ontario, Canada
USD 42.4 M +USD 40.8 M +1,327,242 Nuevas
Boston Trust Walden
7
Boston Trust Walden
Massachusetts
USD 41.3 M -USD 1.07 M -34,697 -3%
Disciplined Growth Investors
8
Disciplined Growth Investors
Minnesota
USD 40 M +USD 38.6 M +1,253,900 Nuevas
Epoch Investment Partners
9
Epoch Investment Partners
New York
USD 38.8 M +USD 37.3 M +1,214,285 Nuevas
THSP
10
Taube Hodson Stonex Partners
United Kingdom
USD 36.6 M -USD 2.53 M -82,323 -7%
Makaira Partners
11
Makaira Partners
California
USD 36.5 M +USD 9.7 M +315,113 +38%
HHR Asset Management
12
HHR Asset Management
New Jersey
USD 34.4 M -USD 2.3 M -74,800 -6%
Bank of America
13
Bank of America
North Carolina
USD 30 M -USD 4.19 M -136,232 -13%
BlackRock Fund Advisors
14
BlackRock Fund Advisors
California
USD 25.4 M -USD 537 k -17,464 -2%
State of Tennessee, Department of Treasury
15
State of Tennessee, Department of Treasury
Tennessee
USD 23 M +USD 1.65 M +53,571 +8%
NAP
16
New Amsterdam Partners
New York
USD 22.6 M +USD 429 k +13,956 +2%
BlackRock Institutional Trust
17
BlackRock Institutional Trust
California
USD 22.2 M -USD 1.07 M -34,736 -5%
SIM
18
Stelliam Investment Management
New York
USD 20.4 M -USD 7.81 M -253,900 -28%
State Street
19
State Street
Massachusetts
USD 17 M -USD 116 k -3,764 -0.7%
Provident Investment Management
20
Provident Investment Management
Michigan
USD 13.2 M +USD 253 k +8,230 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
USD 13 M +USD 3.04 M +98,842 +32%
Gilder Gagnon Howe & Co
22
Gilder Gagnon Howe & Co
New York
USD 12.7 M -USD 202 k -6,573 -2%
Gotham Asset Management
23
Gotham Asset Management
New York
USD 11.7 M +USD 11.3 M +366,645 Nuevas
Northern Trust
24
Northern Trust
Illinois
USD 10.1 M -USD 60.3 k -1,961 -0.6%
KG
25
Karamaan Group
New York
USD 8.48 M +USD 134 k +4,371 +2%
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