유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: UBER, MA, TSM, NFLX, GEV, APP, TJX, NXT
이번 분기 판 종목: MTD, ZTS, PM, GOOGL, V, WAT, MAR, ADP
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| MAR | MARRIOTT INTL INC NEW | 7.0% | $10억 |
| SYK | STRYKER CORPORATION | 6.7% | $9억 |
| WAT | WATERS CORP | 6.2% | $9억 |
| V | VISA INC | 5.1% | $7억 |
| UBER | UBER TECHNOLOGIES INC | 4.7% | $6억 |
| MA | MASTERCARD INCORPORATED | 4.7% | $6억 |
| GOOGL | ALPHABET INC | 4.6% | $6억 |
| CHD | CHURCH & DWIGHT CO INC | 4.6% | $6억 |
| PG | PROCTER & GAMBLE CO | 4.4% | $6억 |
| MSFT | MICROSOFT CORP | 4.4% | $6억 |
| META | META PLATFORMS INC | 4.3% | $6억 |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.3% | $6억 |
| FTNT | FORTINET INC | 4.1% | $6억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.0% | $5억 |
| IDXX | IDEXX LABS INC | 3.9% | $5억 |
| TXN | TEXAS INSTRS INC | 3.9% | $5억 |
| PM | PHILIP MORRIS INTL INC | 3.9% | $5억 |
| NFLX | NETFLIX INC. | 3.7% | $5억 |
| GEV | GE VERNOVA INC | 3.5% | $5억 |
| APP | APPLOVIN CORP | 2.6% | $4억 |