유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: NBIS, STX, HD, AMAT, LIN, CVNA, TTMI, STRL
이번 분기 판 종목: VST, TLN, CLH, TSM, THC, BN, COF, ENTG
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | 7.2% | $12억 |
| ASML | ASML HLDG NV | 6.9% | $11억 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 5.9% | $10억 |
| HD | HOME DEPOT INC | 5.6% | $9억 |
| AMAT | APPLIED MATLS INC | 5.3% | $9억 |
| MDLN | MEDLINE INC | 5.1% | $8억 |
| LIN | LINDE PLC | 4.9% | $8억 |
| TER | TERADYNE INC | 4.4% | $7억 |
| GLW | CORNING INC | 4.3% | $7억 |
| CVNA | CARVANA CO | 4.2% | $7억 |
| HUT | HUT 8 CORP | 4.1% | $7억 |
| PFGC | PERFORMANCE FOOD GROUP CO | 4.0% | $7억 |
| NU | NU HLDGS LTD | 3.9% | $6억 |
| WULF | TERAWULF INC | 3.6% | $6억 |
| CRS | CARPENTER TECHNOLOGY CORP | 3.6% | $6억 |
| MTZ | MASTEC INC | 3.4% | $6억 |
| APP | APPLOVIN CORP | 3.3% | $5억 |
| TTMI | TTM TECHNOLOGIES INC | 3.1% | $5억 |
| STRL | STERLING INFRASTRUCTURE INC | 3.1% | $5억 |
| USFD | US FOODS HLDG CORP | 3.1% | $5억 |