NASDAQ · Technology
博通是全球领先的半導體和基础设施软件公司，核心業務包括為數據中心、網絡和AI提供定制化芯片（如XPU）及VMware等企業软件。2025财年營收達639亿美元，AI業務爆發式增长，與谷歌、OpenAI等巨头達成长期合作。公司指引2027年AI收入超千亿美元，但需關注產品組合變化對利润率的影响和高資本支出需求。
| 機構 | 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 個報告期
Coatue Management
Philippe Laffont
3 個報告期
Tiger Global Management
Chase Coleman
3 個報告期
Lone Pine Capital
Stephen Mandel
3 個報告期
Duquesne Family Office
Stanley Druckenmiller
3 個報告期
Bridgewater Associates
Ray Dalio
3 個報告期
Soros Fund Management
George Soros
2 個報告期
Gotham Asset Management
Joel Greenblatt
3 個報告期
Baron Capital
Ron Baron
3 個報告期
Whale Rock Capital Management
Alex Sacerdote
3 個報告期
Altimeter Capital Management
Brad Gerstner
3 個報告期
Polen Capital Management
3 個報告期
Greenwoods / Jinglin
George Jiang
2 個報告期
Sands Capital Management
Frank Sands
3 個報告期
Appaloosa
David Tepper
2 個報告期
暫無公開發言提及。