유명 투자자 · 2026년 2분기 말 기준 13F · 2026-07-15 제출
이번 분기 산 종목: KKR, WMG, VRSK, V, EFX, SPGI, NKE
이번 분기 판 종목: GOOGL, EBAY, TKO, DIS, MDLZ, TMO, PYPL, PEP
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| GOOGL | ALPHABET INC | 17.5% | $5억 |
| TKO | TKO GROUP HOLDINGS INC | 16.1% | $4억 |
| FICO | FAIR ISAAC CORP | 10.3% | $3억 |
| TMO | THERMO FISHER SCIENTIFIC INC | 9.8% | $3억 |
| DIS | DISNEY WALT CO | 9.6% | $3억 |
| INTU | INTUIT | 6.6% | $2억 |
| MDLZ | MONDELEZ INTL INC | 5.6% | $1억 |
| PEP | PEPSICO INC | 5.3% | $1억 |
| PYPL | PAYPAL HLDGS INC | 5.2% | $1억 |
| EBAY | EBAY INC. | 4.7% | $1억 |
| - | MANCHESTER UTD PLC NEW | 2.4% | $6,325만 |
| KKR | KKR & CO INC | 2.3% | $6,129만 |
| BF-A | BROWN FORMAN CORP | 2.2% | $5,841만 |
| BF-B | BROWN FORMAN CORP | 1.4% | $3,676만 |
| V | VISA INC | 0.1% | $360만 |
| SPGI | S&P GLOBAL INC | 0.1% | $301만 |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.1% | $260만 |
| AXP | AMERICAN EXPRESS CO | 0.1% | $257만 |
| EFX | EQUIFAX INC | 0.1% | $187만 |
| VRSK | VERISK ANALYTICS INC | 0.1% | $171만 |