유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: CBRS, QCOM, SPCX, MU, AMAT, KLAC, LRCX, CRWV
이번 분기 판 종목: META, AXON, UBER, AVGO, ARM
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 19.2% | $19억 |
| CBRS | CEREBRAS SYSTEMS INC | 16.2% | $16억 |
| META | META PLATFORMS INC | 7.8% | $8억 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.9% | $7억 |
| CRWV | COREWEAVE INC | 6.2% | $6억 |
| ARM | ARM HOLDINGS PLC | 5.9% | $6억 |
| AMZN | AMAZON COM INC | 5.9% | $6억 |
| UBER | UBER TECHNOLOGIES INC | 5.4% | $5억 |
| SNOW | SNOWFLAKE INC | 5.0% | $5억 |
| MSFT | MICROSOFT CORP | 4.8% | $5억 |
| QCOM | QUALCOMM INC | 3.5% | $3억 |
| SPCX | SPACE EXPLORATION TECHN CORP | 3.1% | $3억 |
| MU | MICRON TECHNOLOGY INC | 2.5% | $2억 |
| AMAT | APPLIED MATLS INC | 1.9% | $2억 |
| KLAC | KLA CORP | 1.8% | $2억 |
| LRCX | LAM RESEARCH CORP | 1.7% | $2억 |
| HOOD | ROBINHOOD MKTS INC | 0.9% | $9,022만 |
| GOOGL | ALPHABET INC | 0.6% | $6,260만 |
| SNPS | SYNOPSYS INC | 0.6% | $6,260만 |
| - | GRAB HOLDINGS LIMITED | 0.0% | $15만 |