유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: RKT, CBRE, SPOT, TOST, BLK, PAYP, KKR, AMZN
이번 분기 판 종목: MDB, RBLX, LLYVK, SSD, LLYVA, LYV, DIS
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| V | VISA INC | 14.1% | $8억 |
| AMZN | AMAZON COM INC | 12.4% | $7억 |
| RKT | ROCKET COS INC | 11.7% | $7억 |
| BLK | BLACKROCK INC | 9.9% | $6억 |
| META | META PLATFORMS INC | 9.2% | $5억 |
| CRM | SALESFORCE INC | 8.3% | $5억 |
| TOST | TOAST INC | 7.0% | $4억 |
| KKR | KKR & CO INC | 5.8% | $3억 |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.3% | $2억 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 4.1% | $2억 |
| SSD | SIMPSON MFG INC | 3.1% | $2억 |
| RBLX | ROBLOX CORP | 3.0% | $2억 |
| CBRE | CBRE GROUP INC | 2.4% | $1억 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 1.4% | $7,950만 |
| MDB | MONGODB INC | 1.0% | $5,566만 |
| LYV | LIVE NATION ENTERTAINMENT IN | 1.0% | $5,531만 |
| - | WIX COM LTD | 0.8% | $4,738만 |
| PAYP | PAYPAY CORP | 0.5% | $3,088만 |