유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: GOOGL, KEYS, XYZ, FLEX, NSC, COF, LYV, TTMI
이번 분기 판 종목: META, GLD, AMZN, CRS, NVDA, KLAC, LRCX, AVGO
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| - | CRH PLC | 16.7% | $8억 |
| AMZN | AMAZON COM INC | 9.0% | $4억 |
| GOOGL | ALPHABET INC | 7.9% | $4억 |
| TDS | TELEPHONE & DATA SYS INC | 5.0% | $2억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.7% | $2억 |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.5% | $2억 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4.4% | $2억 |
| SGI | SOMNIGROUP INTERNATIONAL INC | 4.3% | $2억 |
| XYZ | BLOCK INC | 4.2% | $2억 |
| NSC | NORFOLK SOUTHN CORP | 4.1% | $2억 |
| FLEX | FLEX LTD | 3.6% | $2억 |
| COF | CAPITAL ONE FINL CORP | 3.6% | $2억 |
| HUT | HUT 8 CORP | 3.3% | $2억 |
| CRS | CARPENTER TECHNOLOGY CORP | 2.9% | $1억 |
| APG | API GROUP CORP | 2.6% | $1억 |
| MTZ | MASTEC INC | 2.6% | $1억 |
| TDG | TRANSDIGM GROUP INC | 2.3% | $1억 |
| DHR | DANAHER CORP DEL | 2.2% | $1억 |
| UNP | UNION PAC CORP | 2.1% | $9,520만 |
| TTMI | TTM TECHNOLOGIES INC | 2.0% | $9,445만 |