유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: BA, AMZN, TSM, AAL, META, CRWV, UBER, BIDU
이번 분기 판 종목: MU, BABA, SNDK, GLW, PDD, LHX, WHR, RTX
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| AMZN | AMAZON COM INC | 16.0% | $12억 |
| MU | MICRON TECHNOLOGY INC | 15.1% | $11억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.5% | $8억 |
| GOOG | ALPHABET INC | 8.8% | $7억 |
| UBER | UBER TECHNOLOGIES INC | 7.4% | $6억 |
| EWY | ISHARES INC | 6.6% | $5억 |
| META | META PLATFORMS INC | 5.1% | $4억 |
| VST | VISTRA CORP | 4.7% | $4억 |
| NVDA | NVIDIA CORPORATION | 4.1% | $3억 |
| NRG | NRG ENERGY INC | 3.4% | $3억 |
| BABA | ALIBABA GROUP HLDG LTD | 2.6% | $2억 |
| BA | BOEING CO | 2.3% | $2억 |
| LRCX | LAM RESEARCH CORP | 2.2% | $2억 |
| BIDU | BAIDU INC | 2.0% | $1억 |
| AAL | AMERICAN AIRLINES GROUP INC | 1.8% | $1억 |
| AMD | ADVANCED MICRO DEVICES INC | 1.5% | $1억 |
| CRWV | COREWEAVE INC | 1.4% | $1억 |
| ASML | ASML HLDG NV | 1.3% | $9,947만 |
| AVGO | BROADCOM INC | 0.8% | $5,666만 |
| QCOM | QUALCOMM INC | 0.6% | $4,620만 |