유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: SPCX, CBRS, GOOG, XE, LLY, NVDA, SNOW, KTOS
이번 분기 판 종목: ROKU, AMD, TER, BIDU, TWST, BABA, HOOD, TSM
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| TSLA | Tesla Inc | 7.5% | $12억 |
| AMD | Advanced Micro Devices Inc | 5.3% | $8억 |
| SPCX | Space Exploration Technologies | 5.0% | $8억 |
| - | Elbit Systems Ltd | 4.9% | $8억 |
| TEM | Tempus AI Inc | 3.8% | $6억 |
| HOOD | Robinhood Markets Inc | 3.4% | $5억 |
| SHOP | Shopify Inc | 3.1% | $5억 |
| TWST | Twist Bioscience Corp | 3.0% | $5억 |
| TXG | 10X Genomics Inc | 2.5% | $4억 |
| AMZN | Amazon.com Inc | 2.5% | $4억 |
| PLTR | Palantir Technologies Inc | 2.4% | $4억 |
| GOOG | Alphabet Inc | 2.4% | $4억 |
| COIN | Coinbase Global Inc | 2.4% | $4억 |
| RBLX | ROBLOX Corp | 2.3% | $4억 |
| BEAM | Beam Therapeutics Inc | 2.3% | $4억 |
| TER | Teradyne Inc | 2.0% | $3억 |
| NTLA | Intellia Therapeutics Inc | 1.8% | $3억 |
| CRCL | Circle Internet Group Inc | 1.8% | $3억 |
| NVDA | NVIDIA Corp | 1.8% | $3억 |
| CRWV | CoreWeave Inc | 1.7% | $3억 |