유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: CSGP, NOW
이번 분기 판 종목: BN, KKR, V, ORLY, MA, ABNB, MCO, ROP
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| MA | MASTERCARD INCORPORATED | 20.0% | $10억 |
| MCO | MOODYS CORP | 10.3% | $5억 |
| BN | BROOKFIELD CORP | 10.1% | $5억 |
| KKR | KKR & CO L P DEL | 8.9% | $5억 |
| FICO | FAIR ISAAC CORP | 8.5% | $4억 |
| ROP | ROPER TECHNOLOGIES INC | 7.8% | $4억 |
| V | VISA INC | 7.5% | $4억 |
| CSGP | COSTAR GROUP INC | 6.5% | $3억 |
| CPRT | COPART INC | 4.4% | $2억 |
| ORLY | OREILLY AUTOMOTIVE INC | 3.9% | $2억 |
| ABNB | AIRBNB INC | 3.3% | $2억 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 3.0% | $2억 |
| NOW | SERVICENOW INC | 2.4% | $1억 |
| CRM | SALESFORCE INC | 2.2% | $1억 |
| GSHD | GOOSEHEAD INS INC | 0.4% | $2,150만 |
| - | SOPHIA GENETICS SA | 0.4% | $2,146만 |
| PRM | PERIMETER SOLUTIONS INC | 0.2% | $891만 |
| AMT | AMERICAN TOWER CORP NEW | 0.1% | $479만 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.1% | $410만 |