유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: MU, SPCX, INTC, CBRS, FPS, HUT, AMZN, GOOGL
이번 분기 판 종목: AMAT, ASML, V, NFLX, CHYM, SNPS, META, LRCX
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.8% | $43억 |
| LRCX | LAM RESEARCH CORP | 8.4% | $41억 |
| MU | MICRON TECHNOLOGY INC | 7.5% | $36억 |
| SPCX | SPACE EXPLORATION TECHN CORP | 6.5% | $32억 |
| AMAT | APPLIED MATLS INC | 6.3% | $30억 |
| GEV | GE VERNOVA INC | 6.2% | $30억 |
| AMZN | AMAZON COM INC | 5.8% | $28억 |
| AVGO | BROADCOM INC | 4.5% | $22억 |
| ETN | EATON CORP PLC | 4.3% | $21억 |
| GOOGL | ALPHABET INC | 3.6% | $17억 |
| INTC | INTEL CORP | 3.5% | $17억 |
| CBRS | CEREBRAS SYSTEMS INC | 3.2% | $15억 |
| META | META PLATFORMS INC | 2.9% | $14억 |
| EQIX | EQUINIX INC | 2.7% | $13억 |
| NVDA | NVIDIA CORPORATION | 2.5% | $12억 |
| CEG | CONSTELLATION ENERGY CORP | 2.4% | $12억 |
| FPS | FORGENT POWER SOLUTIONS INC | 2.4% | $11억 |
| HUT | HUT 8 CORP | 2.3% | $11억 |
| MSFT | MICROSOFT CORP | 2.2% | $11억 |
| NTRA | NATERA INC | 1.4% | $7억 |