NASDAQ · Technology
博通是全球领先的半导体和基础设施软件公司，核心业务包括为数据中心、网络和AI提供定制化芯片（如XPU）及VMware等企业软件。2025财年营收达639亿美元，AI业务爆发式增长，与谷歌、OpenAI等巨头达成长期合作。公司指引2027年AI收入超千亿美元，但需关注产品组合变化对利润率的影响和高资本支出需求。
| 机构 | 权重 | 市值 | 披露期 |
|---|---|---|---|
Coatue Management
Philippe Laffont
|
5.9% | $1.7B | 2026-03-31 |
Tiger Global Management
Chase Coleman
|
4.9% | $1.1B | 2026-03-31 |
|
|
6.9% | $1.1B | 2026-03-31 |
Polen Capital Management
|
5.8% | $834.9M | 2026-03-31 |
Bridgewater Associates
Ray Dalio
|
2.5% | $568.1M | 2026-03-31 |
Sands Capital Management
Frank Sands
|
1.7% | $434.2M | 2026-03-31 |
Whale Rock Capital Management
Alex Sacerdote
|
2.9% | $228.2M | 2026-03-31 |
Baron Capital
Ron Baron
|
0.5% | $161.9M | 2026-03-31 |
Gotham Asset Management
Joel Greenblatt
|
0.3% | $106.9M | 2026-03-31 |
Soros Fund Management
George Soros
|
0.5% | $48.0M | 2026-03-31 |
|
|
4.3% | $43.3M | 2026-03-31 |
Altimeter Capital Management
Brad Gerstner
|
0.4% | $20.8M | 2026-03-31 |
Third Point
Dan Loeb
|
0.7% | $15.5M | 2026-03-31 |
Duquesne Family Office
Stanley Druckenmiller
|
1.8% | $60,650 | 2026-03-31 |
Third Point
Dan Loeb
1 个报告期
Coatue Management
Philippe Laffont
2 个报告期
Tiger Global Management
Chase Coleman
2 个报告期
Lone Pine Capital
Stephen Mandel
2 个报告期
Duquesne Family Office
Stanley Druckenmiller
2 个报告期
Bridgewater Associates
Ray Dalio
2 个报告期
Soros Fund Management
George Soros
2 个报告期
Gotham Asset Management
Joel Greenblatt
2 个报告期
Baron Capital
Ron Baron
2 个报告期
Whale Rock Capital Management
Alex Sacerdote
2 个报告期
Altimeter Capital Management
Brad Gerstner
2 个报告期
Polen Capital Management
2 个报告期
Greenwoods / Jinglin
George Jiang
2 个报告期
Sands Capital Management
Frank Sands
2 个报告期
Appaloosa
David Tepper
2 个报告期
暂无公开发言提及。