유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: GOOGL, AMZN, FOXA, CDW, UAL, STX, DAL, FLR
이번 분기 판 종목: AA, AVGO, ROKU, WWD, OPCH, FIGR, QSR, LSCC
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| NTRA | Natera Inc | 19.9% | $9억 |
| - | Bbb Foods Inc | 8.5% | $4억 |
| TSM | Taiwan Semiconductor Manufac | 6.5% | $3억 |
| STM | Stmicroelectronics N V | 5.3% | $2억 |
| INSM | Insmed Inc | 3.5% | $2억 |
| YPF | Ypf Sociedad Anonima | 3.3% | $1억 |
| AMZN | Amazon Com Inc | 3.0% | $1억 |
| GOOGL | Alphabet Inc | 2.8% | $1억 |
| EWZ | Ishares Inc | 2.7% | $1억 |
| STX | Seagate Technology Hldngs Pl | 2.7% | $1억 |
| FOXA | Fox Corp | 2.6% | $1억 |
| UAL | United Airls Hldgs Inc | 2.5% | $1억 |
| SE | Sea Ltd | 2.4% | $1억 |
| CDW | Cdw Corp | 2.4% | $1억 |
| SNDK | Sandisk Corp | 1.8% | $7,935만 |
| RVMD | Revolution Medicines Inc | 1.7% | $7,484만 |
| DAL | Delta Air Lines Inc | 1.3% | $5,648만 |
| FLR | Fluor Corp | 1.2% | $5,146만 |
| DHI | D R Horton Inc | 1.1% | $4,870만 |
| CPNG | Coupang Inc | 1.1% | $4,633만 |