유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: DT, IJH, FLS, BILL
이번 분기 판 종목: GEN, KMX, MTCH, BDX, NWSA, HR, RIOT, ROG
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| IJH | ISHARES TR | 15.1% | $7억 |
| - | BITCOIN INFRASTRUCTURE ACQUI | 11.6% | $5억 |
| KVUE | KENVUE INC | 11.5% | $5억 |
| DT | DYNATRACE INC | 8.6% | $4억 |
| AQN | ALGONQUIN POWER & UTILITIES | 7.4% | $3억 |
| MTCH | MATCH GROUP INC NEW | 6.5% | $3억 |
| ACTG | ACACIA RESH CORP | 6.3% | $3억 |
| RIOT | RIOT PLATFORMS INC | 6.1% | $3억 |
| BILL | BILL HOLDINGS INC | 5.6% | $3억 |
| LW | LAMB WESTON HLDGS INC | 5.5% | $2억 |
| KMX | CARMAX INC | 3.8% | $2억 |
| FLS | FLOWSERVE CORP | 2.4% | $1억 |
| FLR | FLUOR CORP | 1.8% | $8,311만 |
| GPGI | GPGI INC | 1.8% | $7,968만 |
| TRIP | TRIPADVISOR INC | 1.6% | $6,988만 |
| NWS | NEWS CORP NEW | 1.5% | $6,822만 |
| NWSA | NEWS CORP NEW | 1.1% | $5,066만 |
| HR | HEALTHCARE RLTY TR | 0.9% | $3,905만 |
| BLMN | BLOOMIN BRANDS INC | 0.9% | $3,821만 |