유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: CBRS, AMD, INTC, STX, V, CPAY, DHR, SPCX
이번 분기 판 종목: GOOGL, AVGO, APP, Z, SE, NFLX, TSM, ZS
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.7% | $23억 |
| AMZN | AMAZON COM INC | 9.6% | $23억 |
| NVDA | NVIDIA CORPORATION | 9.3% | $22억 |
| GOOGL | ALPHABET INC | 8.6% | $21억 |
| META | META PLATFORMS INC | 6.6% | $16억 |
| LRCX | LAM RESEARCH CORP | 5.7% | $14억 |
| SE | SEA LTD | 5.0% | $12억 |
| AMAT | APPLIED MATLS INC | 4.9% | $12억 |
| GEV | GE VERNOVA INC | 3.9% | $9억 |
| MSFT | MICROSOFT CORP | 3.5% | $8억 |
| CPAY | CORPAY INC | 3.0% | $7억 |
| CBRS | CEREBRAS SYSTEMS INC | 2.8% | $7억 |
| AVGO | BROADCOM INC | 2.8% | $7억 |
| CPNG | COUPANG INC | 2.6% | $6억 |
| INTC | INTEL CORP | 2.5% | $6억 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2.2% | $5억 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1.9% | $5억 |
| RDDT | REDDIT INC | 1.8% | $4억 |
| AMD | ADVANCED MICRO DEVICES INC | 1.6% | $4억 |
| XYZ | BLOCK INC | 1.5% | $3억 |