유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: SMCI, AEP, ETR, DLR, NBIS, SO, GOOG, MAC
이번 분기 판 종목: AMZN, JAZZ, CRM, PEN, ETSY, HON, SW, VST
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| - | ADVANCED ENERGY INDS | 17.3% | $13억 |
| AMZN | AMAZON COM INC | 3.7% | $3억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.3% | $2억 |
| GOOGL | ALPHABET INC | 2.8% | $2억 |
| NVDA | NVIDIA CORPORATION | 2.8% | $2억 |
| LITE | LUMENTUM HLDGS INC | 2.7% | $2억 |
| BILL | BILL HOLDINGS INC | 2.4% | $2억 |
| PCG | PG&E CORP | 2.4% | $2억 |
| RIVN | RIVIAN AUTOMOTIVE INC | 2.0% | $2억 |
| AAPL | APPLE INC | 2.0% | $2억 |
| LIN | LINDE PLC | 1.8% | $1억 |
| TKO | TKO GROUP HOLDINGS INC | 1.5% | $1억 |
| SMCI | SUPER MICRO COMPUTER INC | 1.5% | $1억 |
| AEP | AMERICAN ELEC PWR CO INC | 1.4% | $1억 |
| ETR | ENTERGY CORP NEW | 1.4% | $1억 |
| DBX | DROPBOX INC | 1.4% | $1억 |
| ITRI | ITRON INC | 1.3% | $9,846만 |
| DLR | DIGITAL RLTY TR INC | 1.3% | $9,690만 |
| NBIS | NEBIUS GROUP N.V. | 1.1% | $8,561만 |
| IDA | IDACORP INC | 1.1% | $8,262만 |