유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: ROP, SAP, GPI, VT, HGV, BAC, SDHC, VTI
이번 분기 판 종목: ELV, SUNB, CACC, GOOGL, CHTR, AMTM, META, GLIBK
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| GOOGL | ALPHABET INC | 11.1% | $7억 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.7% | $6억 |
| FWONK | LIBERTY MEDIA CORP DEL | 7.7% | $5억 |
| SCHW | SCHWAB CHARLES CORP | 6.6% | $4억 |
| COF | CAPITAL ONE FINL CORP | 6.1% | $4억 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 5.9% | $4억 |
| - | ATAIBECKLEY INC | 5.7% | $4억 |
| GOOG | ALPHABET INC | 5.1% | $3억 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 5.0% | $3억 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.9% | $3억 |
| MSA | MSA SAFETY INC | 4.7% | $3억 |
| UNH | UNITEDHEALTH GROUP INC | 4.6% | $3억 |
| TECH | BIO-TECHNE CORP | 3.7% | $2억 |
| ROP | ROPER TECHNOLOGIES INC | 3.5% | $2억 |
| ALGN | ALIGN TECHNOLOGY INC | 3.1% | $2억 |
| SAP | SAP SE | 3.0% | $2억 |
| ZTS | ZOETIS INC | 2.6% | $2억 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.3% | $2억 |
| ACN | ACCENTURE PLC IRELAND | 1.8% | $1억 |
| META | META PLATFORMS INC | 1.4% | $8,691만 |