유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: MAIR, TWLO, CVNA, FN, FERG, SHOP, FLS, XMTR
이번 분기 판 종목: RBC, IWM, TECH, MDLN, CPNG, YOU, APG, XPO
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| RBC | RBC BEARINGS INC | 10.7% | $11억 |
| DASH | DOORDASH INC | 7.5% | $8억 |
| Q | QNITY ELECTRONICS INC | 7.2% | $7억 |
| FERG | FERGUSON ENTERPRISES INC | 6.9% | $7억 |
| MELI | MERCADOLIBRE INC | 5.1% | $5억 |
| APG | API GROUP CORP | 5.0% | $5억 |
| XPO | XPO INC | 4.8% | $5억 |
| CVNA | CARVANA CO | 4.3% | $4억 |
| MAIR | MADISON AIR SOLUTIONS CORP | 3.9% | $4억 |
| TWLO | TWILIO INC | 3.7% | $4억 |
| - | CRH PLC | 3.7% | $4억 |
| AFRM | AFFIRM HLDGS INC | 3.5% | $4억 |
| FN | FABRINET | 3.3% | $3억 |
| PRVA | PRIVIA HEALTH GROUP INC | 2.9% | $3억 |
| ULS | UL SOLUTIONS INC | 2.9% | $3억 |
| SHOP | SHOPIFY INC | 2.6% | $3억 |
| CLH | CLEAN HARBORS INC | 2.6% | $3억 |
| RKT | ROCKET COS INC | 2.5% | $3억 |
| VSEC | VSE CORP | 2.2% | $2억 |
| FLS | FLOWSERVE CORP | 2.1% | $2억 |