유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-13 제출
이번 분기 산 종목: DASH, NFLX, LEVI, MSFT, WFC
이번 분기 판 종목: GOOG, JPM, BRK-A, NSRGY, MA, BRK-B, PM, SUNB
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| - | ALK Abello A/S | 22.3% | $20억 |
| GOOG | Alphabet Inc Cl C | 12.1% | $11억 |
| BRK-A | Berkshire Hathaway Inc Cl A | 12.0% | $11억 |
| PM | Philip Morris International In | 9.2% | $8억 |
| MA | Mastercard Inc Cl A | 8.8% | $8억 |
| NSRGY | Nestle SA Sponsored ADR | 6.1% | $5억 |
| BRK-B | Berkshire Hathaway Inc Cl B | 6.0% | $5억 |
| SUNB | Sunbelt Rentals Holdings Inc | 5.0% | $4억 |
| NFLX | Netflix Inc | 4.6% | $4억 |
| MLM | Martin Marietta Materials | 4.6% | $4억 |
| UBER | Uber Technologies Inc | 4.1% | $4억 |
| DASH | Doordash Inc Cl A | 2.5% | $2억 |
| CMCSA | Comcast Corp New Cl A | 0.6% | $5,385만 |
| BF-A | Brown-Forman Corp Cl A | 0.5% | $4,372만 |
| V | Visa Inc Cl A | 0.3% | $2,994만 |
| XOM | Exxon Mobil Corp | 0.3% | $2,477만 |
| BF-B | Brown-Forman Corp Cl B | 0.2% | $1,704만 |
| MO | Altria Group Inc | 0.1% | $1,069만 |
| CR | Crane Company | 0.1% | $980만 |
| MKL | Markel Corp | 0.1% | $833만 |