Perimeter Solutions, Inc.
PRM- 交易所
- NYSE
- 產業
- Chemicals & Allied Products
- SEC CIK
- 0001880319
近 90 天,Perimeter Solutions, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 310 家機構在 13F 申報持有,市值合計 $49.8 億;韋茲投資管理和阿克雷資本兩位大師持有。
2022 年第 2 季 13F 持有人
Perimeter Solutions, Inc. 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 105
- 較 2022 年第 1 季 +38 家
- 持有股數
- 1.56 億
- 較 2022 年第 1 季 +914.5 萬 (+6.2%)
- 總市值
- $16.9 億
- 較 2022 年第 1 季 −$8,703 萬 (−4.9%)
- 新進機構
- 56
- 另有 23 家加碼
- 清倉機構
- 18
- 另有 17 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PRM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 310 | $49.8 億 |
| 2026 年第 1 季 | 293 | $32.1 億 |
| 2025 年第 4 季 | 286 | $36.6 億 |
| 2025 年第 3 季 | 237 | $29.1 億 |
| 2025 年第 2 季 | 211 | $17.9 億 |
| 2025 年第 1 季 | 224 | $12.6 億 |
| 2024 年第 4 季 | 206 | $16.2 億 |
| 2024 年第 3 季 | 188 | $17.2 億 |
| 2024 年第 2 季 | 152 | $10.6 億 |
| 2024 年第 1 季 | 164 | $10.3 億 |
| 2023 年第 4 季 | 148 | $6.47 億 |
| 2023 年第 3 季 | 144 | $6.34 億 |
| 2023 年第 2 季 | 145 | $9.07 億 |
| 2023 年第 1 季 | 130 | $12.2 億 |
| 2022 年第 4 季 | 128 | $13.6 億 |
| 2022 年第 3 季 | 120 | $12.7 億 |
| 2022 年第 2 季 | 105 | $16.9 億 |
| 2022 年第 1 季 | 68 | $17.8 億 |
| 2021 年第 4 季 | 55 | $20.8 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2022 年第 2 季持有機構
每家機構持有 Perimeter Solutions, Inc. 的股數、市值與佔組合比重;股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Windacre Partnership LLC | 21,600,000 | $2.34 億 | 4.91% | +1,600,000+8.0% | 加碼 |
| Select Equity Group, L.P. | 13,646,198 | $1.48 億 | 0.55% | −325,493−2.3% | 減碼 |
| Capital Research Global Investors | 11,578,962 | $1.26 億 | 0.04% | +2,318,457+25.0% | 加碼 |
| Principal Financial Group Inc | 10,071,567 | $1.09 億 | 0.08% | −12,289−0.1% | 減碼 |
| Tiger Eye Capital LLC | 8,033,569 | $8,708 萬 | 77.01% | −2,136,774−21.0% | 減碼 |
| Meritage Group LP | 8,000,000 | $8,672 萬 | 2.50% | 00.0% | 不變 |
| Matrix Capital Management Company, LP | 7,462,500 | $8,089 萬 | 1.83% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 6,927,627 | $7,510 萬 | 0.64% | +1,909,500+38.1% | 加碼 |
| Alyeska Investment Group, L.P. | 6,338,016 | $6,870 萬 | 0.79% | +153,025+2.5% | 加碼 |
| BlackRock Inc. | 6,239,986 | $6,764 萬 | 0.00% | +6,239,986 | 新進 |
| Slate Path Capital LP | 6,000,000 | $6,504 萬 | 4.06% | 00.0% | 不變 |
| Third Point LLC大師第三點資本 | 5,850,000 | $6,341 萬 | 1.50% | −340,000−5.5% | 減碼 |
| Senator Investment Group LP | 5,630,000 | $6,103 萬 | 4.37% | −1,335,000−19.2% | 減碼 |
| Capital World Investors | 4,513,000 | $4,892 萬 | 0.01% | −187,000−4.0% | 減碼 |
| Stockbridge Partners LLC | 4,405,309 | $4,775 萬 | 1.25% | −122,316−2.7% | 減碼 |
| East Coast Asset Management, LLC. | 2,864,062 | $3,105 萬 | 14.71% | +818,606+40.0% | 加碼 |
| Janus Henderson Group PLC | 2,718,398 | $2,947 萬 | 0.02% | +1,263,367+86.8% | 加碼 |
| Petrus Trust Company, LTA | 2,698,901 | $2,926 萬 | 4.18% | 00.0% | 不變 |
| Primecap Management Co | 2,325,381 | $2,521 萬 | 0.02% | −201,630−8.0% | 減碼 |
| Weitz Investment Management, Inc.大師韋茲投資管理 | 2,100,000 | $2,276 萬 | 1.19% | +90,000+4.5% | 加碼 |
| State Street Corp | 1,784,308 | $1,934 萬 | 0.00% | +1,784,308 | 新進 |
| Vanguard Group Inc | 1,186,182 | $1,286 萬 | 0.00% | +1,186,182 | 新進 |
| Repertoire Partners LP | 1,154,368 | $1,251 萬 | 9.71% | −1,477,047−56.1% | 減碼 |
| Geode Capital Management, LLC | 1,102,158 | $1,195 萬 | 0.00% | +1,102,158 | 新進 |
| Ensemble Capital Management, LLC | 1,048,698 | $1,137 萬 | 1.28% | +1,048,698 | 新進 |
| Northern Trust Corp | 894,359 | $969.5 萬 | 0.00% | +894,359 | 新進 |
| Bank of America Corp | 813,865 | $882.2 萬 | 0.00% | −8,669−1.1% | 減碼 |
| Wellington Management Group LLP | 736,522 | $798.4 萬 | 0.00% | +250,574+51.6% | 加碼 |
| Morgan Stanley | 576,840 | $625.3 萬 | 0.00% | +220,695+62.0% | 加碼 |
| Stanley Capital Management, LLC | 574,000 | $622.2 萬 | 1.98% | +574,000 | 新進 |
| Teewinot Capital Advisers, L.L.C. | 475,000 | $514.9 萬 | 2.49% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 438,348 | $475.2 萬 | 0.00% | +438,348 | 新進 |
| Pennant Investors, LP | 430,000 | $466.1 萬 | 2.01% | 00.0% | 不變 |
| Putnam Investments LLC | 412,299 | $447.0 萬 | 0.01% | +8,393+2.1% | 加碼 |
| Bank of New York Mellon Corp | 358,911 | $389.0 萬 | 0.00% | +358,911 | 新進 |
| Swiss National Bank | 346,000 | $375.1 萬 | 0.00% | +346,000 | 新進 |
| Renaissance Technologies LLC | 301,800 | $327.2 萬 | 0.00% | +224,500+290.4% | 加碼 |
| Wells Fargo & Company | 295,905 | $320.8 萬 | 0.00% | −8,061−2.7% | 減碼 |
| Charles Schwab Investment Management Inc | 269,127 | $291.8 萬 | 0.00% | +269,127 | 新進 |
| Aperture Investors, LLC | 247,851 | $268.7 萬 | 0.45% | +12,354+5.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 232,996 | $252.6 萬 | 0.01% | +232,996 | 新進 |
| Avalon Investment & Advisory | 194,577 | $210.9 萬 | 0.06% | +194,577 | 新進 |
| Noble Path Asset Management LP | 182,000 | $197.3 萬 | 2.11% | 00.0% | 不變 |
| Invesco Ltd. | 178,569 | $193.6 萬 | 0.00% | +178,569 | 新進 |
| California State Teachers Retirement System | 177,316 | $192.2 萬 | 0.00% | +177,316 | 新進 |
| D. E. Shaw & Co., Inc. | 176,614 | $191.4 萬 | 0.00% | +176,614 | 新進 |
| JPMorgan Chase & Co | 175,893 | $190.6 萬 | 0.00% | +81,713+86.8% | 加碼 |
| Rhumbline Advisers | 167,540 | $181.6 萬 | 0.00% | +167,540 | 新進 |
| Russell Investments Group, Ltd. | 150,381 | $162.9 萬 | 0.00% | +150,381 | 新進 |
| Williams Jones Wealth Management, LLC. | 147,620 | $160.0 萬 | 0.03% | +43,045+41.2% | 加碼 |
| UBS Asset Management Americas Inc | 130,071 | $141.0 萬 | 0.00% | +130,071 | 新進 |
| Alliancebernstein L.P. | 122,200 | $132.5 萬 | 0.00% | +122,200 | 新進 |
| The PNC Financial Services Group, Inc. | 121,672 | $131.8 萬 | 0.00% | −170−0.1% | 減碼 |
| Credit Suisse AG | 118,888 | $128.8 萬 | 0.00% | +96,386+428.3% | 加碼 |
| New York State Common Retirement Fund | 84,500 | $91.6 萬 | 0.00% | +84,500 | 新進 |
| Deutsche Bank AG | 68,504 | $74.3 萬 | 0.00% | +68,504 | 新進 |
| MetLife Investment Management | 64,879 | $70.3 萬 | 0.01% | +64,879 | 新進 |
| American International Group, Inc. | 57,034 | $61.8 萬 | 0.00% | +57,034 | 新進 |
| Goldman Sachs Group Inc | 53,750 | $58.2 萬 | 0.00% | −322,753−85.7% | 減碼 |
| Algert Global LLC | 52,450 | $56.9 萬 | 0.04% | +52,450 | 新進 |
| Eminence Capital, LP | 50,000 | $54.2 萬 | 0.01% | 00.0% | 不變 |
| Yaupon Capital Management LP | 49,939 | $54.1 萬 | 0.19% | +49,939 | 新進 |
| Manufacturers Life Insurance Company, The | 47,804 | $51.8 萬 | 0.00% | +47,804 | 新進 |
| SG Americas Securities, LLC | 46,320 | $50.2 萬 | 0.01% | +46,320 | 新進 |
| Voya Investment Management LLC | 45,353 | $49.2 萬 | 0.00% | +45,353 | 新進 |
| Raymond James & Associates | 42,082 | $45.6 萬 | 0.00% | +936+2.3% | 加碼 |
| Arizona State Retirement System | 39,813 | $43.2 萬 | 0.00% | +39,813 | 新進 |
| Envestnet Asset Management Inc | 38,017 | $41.2 萬 | 0.00% | +771+2.1% | 加碼 |
| State of Wisconsin Investment Board | 37,320 | $40.5 萬 | 0.00% | +37,320 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 34,856 | $37.8 萬 | 0.00% | +34,856 | 新進 |
| CenterBook Partners LP | 34,458 | $37.4 萬 | 0.08% | +34,458 | 新進 |
| Public Employees Retirement Association of Colorado | 34,410 | $37.3 萬 | 0.00% | +34,410 | 新進 |
| Boston Partners | 34,162 | $37.0 萬 | 0.00% | +11,668+51.9% | 加碼 |
| Two Sigma Advisers, LP | 30,900 | $33.5 萬 | 0.00% | +30,900 | 新進 |
| Natixis Advisors, L.P. | 27,897 | $30.2 萬 | 0.00% | +27,897 | 新進 |
| Citigroup Inc | 27,390 | $29.7 萬 | 0.00% | +27,390 | 新進 |
| Man Group plc | – | $25.4 萬 | 0.00% | – | 新進 |
| Teacher Retirement System of Texas | 23,037 | $25.0 萬 | 0.00% | +23,037 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,142 | $18.6 萬 | 0.00% | +17,142 | 新進 |
| Amalgamated Bank | 15,432 | $16.7 萬 | 0.00% | +15,432 | 新進 |
| Oppenheimer & Co Inc | 15,350 | $16.6 萬 | 0.00% | +5,100+49.8% | 加碼 |
| ProShare Advisors LLC | 13,688 | $14.8 萬 | 0.00% | +13,688 | 新進 |
| Price T Rowe Associates Inc | 11,624 | $12.6 萬 | 0.00% | +11,624 | 新進 |
| Citadel Advisors LLC | 11,203 | $12.1 萬 | 0.00% | −316,461−96.6% | 減碼 |
| Royal Bank of Canada | 10,921 | $11.8 萬 | 0.00% | +10,716+5,227.3% | 加碼 |
| Jane Street Group, LLC | 10,752 | $11.7 萬 | 0.00% | +10,752 | 新進 |
| Voloridge Investment Management, LLC | 10,107 | $11.0 萬 | 0.00% | +10,107 | 新進 |
| State Board of Administration of Florida Retirement System | 10,060 | $10.9 萬 | 0.00% | +10,060 | 新進 |
| Ameritas Investment Partners, Inc. | 9,139 | $9.90 萬 | 0.00% | +9,139 | 新進 |
| Metropolitan Life Insurance Co | 7,530 | $8.16 萬 | 0.00% | +7,530 | 新進 |
| Barclays PLC | 6,116 | $6.60 萬 | 0.00% | +6,116 | 新進 |
| State of Wyoming | 4,684 | $5.10 萬 | 0.03% | +4,382+1,451.0% | 加碼 |
| UBS Group AG | 4,654 | $5.00 萬 | 0.00% | −410,172−98.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,514 | $3.80 萬 | 0.00% | +3,514 | 新進 |
| Financial Management Professionals, Inc. | 3,406 | $3.70 萬 | 0.01% | +3,406 | 新進 |
| Rockefeller Capital Management L.P. | 1,887 | $2.00 萬 | 0.00% | +1,369+264.3% | 加碼 |
| TSFG, LLC | 1,885 | $2.00 萬 | 0.01% | +1,885 | 新進 |
| US Bancorp | 1,780 | $1.90 萬 | 0.00% | +1,780 | 新進 |
| Advisor Group Holdings, Inc. | 1,386 | $1.50 萬 | 0.00% | +151+12.2% | 加碼 |
| Washington Trust Advisors, Inc. | 524 | $6,000 | 0.00% | 00.0% | 不變 |