유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-04 제출
이번 분기 산 종목: GE, GEV, ATI, TSM, HWM, EME, IWF, WULF
이번 분기 판 종목: ZTS, AON, MSFT, SNPS, ACN, AVGO, LLY, AMZN
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| LLY | ELI LILLY & CO | 6.9% | $8억 |
| NVDA | NVIDIA CORPORATION | 6.9% | $8억 |
| MSFT | MICROSOFT CORP | 6.7% | $8억 |
| GOOG | ALPHABET INC | 6.6% | $8억 |
| AVGO | BROADCOM INC | 6.4% | $7억 |
| AMZN | AMAZON COM INC | 5.8% | $7억 |
| V | VISA INC | 5.3% | $6억 |
| MA | MASTERCARD INCORPORATED | 5.1% | $6억 |
| NOW | SERVICENOW INC | 4.6% | $5억 |
| ORCL | ORACLE CORP | 4.5% | $5억 |
| SHOP | SHOPIFY INC | 4.5% | $5억 |
| MSCI | MSCI INC | 3.2% | $4억 |
| LRCX | LAM RESEARCH CORP | 3.2% | $4억 |
| SBUX | STARBUCKS CORP | 3.1% | $4억 |
| IDXX | IDEXX LABS INC | 2.4% | $3억 |
| GE | GE AEROSPACE | 2.2% | $3억 |
| CSGP | COSTAR GROUP INC | 2.1% | $2억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.1% | $2억 |
| ABNB | AIRBNB INC | 2.0% | $2억 |
| GEV | GE VERNOVA INC | 2.0% | $2억 |